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Jira task template

Month-End Close — Financial Close Process

Structured financial close process with proper sequencing, reconciliations, and executive sign-offs. Every task mirrors what controllers and accountants actually do.

Issues created:
23
Structure:
1 epic · 5 tasks · 17 subtasks
Roles:
controller, ap_team, ar_team, accountant, revenue_accountant, fpa, cfo

The full task tree this template creates

Copy it, paste it into the SuperTemplates editor, and Smart Replace turns every marker into a typed Jira field.

[#epic] January 2026 Month-End Close !High
  [#task] Transaction Cutoff !Highest @controller [Due + 0d]
    [#subtask] Cut off AP entries @ap_team !Highest [Due + 0d]
    [#subtask] Cut off AR entries @ar_team !Highest [Due + 0d]
    [#subtask] Complete bank reconciliations @accountant !High [Due + 0d]
    [#subtask] Review intercompany transactions @accountant !High [Due + 1d]
  [#task] Accruals & Adjustments !High @controller [Due + 1d]
    [#subtask] Calculate depreciation @accountant !High [Due + 1d]
    [#subtask] Review prepaid expenses @accountant !Medium [Due + 1d]
    [#subtask] Accrue unbilled expenses @accountant !High [Due + 2d]
    [#subtask] Review revenue recognition @revenue_accountant !Highest [Due + 2d]
    [#subtask] Post adjusting entries @controller !High [Due + 2d]
  [#task] Reconciliation !High @accountant [Due + 3d]
    [#subtask] Reconcile balance sheet accounts @accountant !Highest [Due + 3d]
    [#subtask] Review P&L vs budget @fpa !High [Due + 3d]
  [#task] Reporting & Close !Highest @controller [Due + 4d]
    [#subtask] Prepare variance analysis @fpa !High [Due + 4d]
    [#subtask] Generate financial statements @controller !Highest [Due + 4d]
    [#subtask] Review and approve statements @cfo !Highest [Due + 4d]
    [#subtask] Close the books @controller !Highest [Due + 4d]
  [#task] Management Reporting !Medium @fpa [Due + 5d]
    [#subtask] Prepare management reporting @fpa !Medium [Due + 5d]
    [#subtask] Distribute reports @controller !Medium [Due + 5d]

How to use this template in Jira

  1. Install SuperTemplates from the Atlassian Marketplace (free 14-day trial) and open the editor in any Jira project.
  2. Copy the tree above, paste it into the editor, and run Smart Replace — assignees, priorities, and date offsets resolve against your live Jira data.
  3. Preview the whole batch and create everything in Jira in one click. Nothing is created until you confirm.
Try it free on the Atlassian MarketplaceHow to import a task template with Smart Replace

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