🌅 Morning Briefing — Tuesday 7 April 2026

First full team day back • Month-end close week • W15 2026
Viktor EA · Generated 09:00 · Source: Return-to-Work Brief + YAML files + Niall's 09:12 update
5
Build Today
13
Non-Build Today
47
W/F Overdue
2
W/F Due Today
13
Stalled Objs
4
Meetings Today
🌱 First full team day back · 12 days off (25 Mar – 6 Apr) · Month-end close deadline COP Wed 8 Apr · NetSuite JE approvals needed NOW
🔴 Section 1 — Priority Alerts
🔴 NetSuite JE Approvals — BLOCKING MONTH-END CLOSE
• JE 79905 (29 Mar) — approve NOW
• JE 80326 (2 Apr) — approve NOW
• JE 80328 (2 Apr) — approve NOW
Gary's link: https://5825080.app.netsuite.com/app/accounting/transactions/journal.nl?id=1652052 · Close deadline: COP Wed 8 Apr
🔴 T095 — SOX ELC-21 Walkthrough — 7 days overdue (due 31 Mar)
Prepare Feb 2026 package + CFO review evidence in Workiva. Commit to submitting this week. Also: Baker Tilly OTC-05 evidence — give Jean/Adria timeline.
🔴 NetSuite Password Expiring
Change NOW before lockout — risk to month-end operations.
🔴 Elias 1:1 — moved to 16:00 today (per your 09:12 message)
Bring: headcount proposal + CEO transition framing (McCrystle from mid-May) + SB Finance Transformation pushback + SOX status. Jean briefing before meeting.
🟡 W170 Gavin — RF2 H1 2027 starting point — due TODAY
Chase immediately. SDS Catch-Up 15:00 is the deadline anchor.
🟡 W174 Aleksandra — AI adoption update — due TODAY
Ask her directly today.
🟡 FloQast Month-End Tasks — review + action before COP Wed 8 Apr
CNB bank access (Gary, 3 Apr email) · $20k OJ Wells Fargo→PayPal transfer + JE · Opusclip $15k refund P&L treatment.
🟡 Objectives Review — URGENT (13 stalled, Q2 now open)
16/22 objectives have no open task coverage. Schedule objectives review session Wed/Thu. Q1 Now objectives effectively missed.
🔨 Section 2 — Build Block
⚠️ Build window: 09:00–12:50 only (Finance Ops Committee 13:00)
5 build tasks in queue (4 overdue + T133 due today). Target 4. Consider deferring T107 (2027 plan, medium priority) or T110 (Cube guide).
Build Tasks — Due Today / Overdue
T133
Prepare for Q1 workshop
Due today · High priority
Due Today
T101
IA roadmap consolidation — gather all IA items/tasks/plans into coherent next steps
Was due 20 Mar · High priority
Overdue
T106
Central reporting database — bring Claude artifacts into one report with breakdowns
Was due 24 Mar · High priority
Overdue
T107
Make out 2027 plan with Gavin: H1.27 RF3, H2.27 RF5
Was due 25 Mar · Medium priority · DEFER?
Overdue
T110
Build Cube user guide — show team where to go for each query type
Was due 24 Mar · Medium priority · DEFER?
Overdue
Build — This Week
T145
Request EOM report data template from Claude; coordinate cube table data for March
No due date · High priority · Month-end relevant
This Week
📅 Section 3 — Meetings Today
ℹ️ Calendar source: Return-to-Work Brief (06:30) + Niall's 09:12 update (Elias moved to 16:00)
13:00
Finance Operating Committee
Seamus · Conleth · Gavin · Gary
Topics: March close · bonuses file · Cube reclassifications · Gavin 22 overdue W/F · settlement negotiation update (John back today)
⚠️ Prep
15:00
SDS Catch-Up
Gavin · Mike
Topics: Pedro NetSuite SDS access · W170 RF2 starting point (due TODAY) — chase Gavin before this
🟡 Prep
16:00
Weekly Catch-Up — Elias + Jean
Elias Mark · Jean Costello
⚡ MOVED from 11:00 (per your 09:12 message)
Bring: HC proposal · SB pushback · SOX status (ELC-21 commit) · CEO transition framing · Jean briefing beforehand
⚠️ Key
~Async
Gavin Call (Niall requested agenda at 09:21)
Time TBD — agenda request logged
22 overdue W/F · W170 RF2 due today · March EOM close prep
TBD
🎯 Section 4 — Must-Close Today
⚠️ 13 non-Build tasks due/overdue — well above 5-task cap. Triage ruthlessly. Focus on NetSuite close, SOX, Elias prep, and W/F due today first.
Non-Build — Urgency: Today / Overdue (top priority)
T095
SOX ELC-21 Walkthrough — prepare Feb 2026 package + CFO review evidence (Workiva)
Due 31 Mar — 7 days overdue · Adria Hutchison
🔴 Overdue
T086
ExCo sharing plan — RF3 in front of ExCo live with PowerPoint (April)
Due today · Elias Mark · Relevant for 16:00 Elias meeting
Due Today
T133
Prepare for Q1 workshop
Due today · High priority
Due Today
T148
Push Gavin — Claude handles flux report analysis in April (timing re Easter / COP 8 Apr)
Due 31 Mar — 7 days overdue · Gavin Smith · SDS 15:00 is the window
Overdue
T002
Check for latest from Gavin — Claude Code automated monthly reforecasting process
Due 1 Apr · Gavin Smith · Raise at SDS 15:00
Overdue
T045
1:1 pre-workshop conversation with each DR (DW)
Due 6 Apr · Align · Direct reports Q1 workshop prep
Overdue
W/F Due Today
W170
Gavin (FP&A) — Provide starting point for RF2 next cycle (H1 2027)
Due today — chase immediately · Raise at SDS 15:00 if not done
Due Today
W174
Aleks — Tell Niall where Claude can come back to her (AI adoption progress)
Due today · Ask directly today
Due Today
📋 Section 5 — All Open Tasks (29 total)
Due Today / Overdue — Build (5)
T133
Prepare for Q1 workshop
Due today · Build · High
Today
T101
IA roadmap consolidation
Was due 20 Mar · Build · High
Overdue
T106
Central reporting database — Claude artifacts
Was due 24 Mar · Build · High
Overdue
T107
2027 plan with Gavin: H1.27 RF3, H2.27 RF5
Was due 25 Mar · Build · Med
Overdue
T110
Build Cube user guide
Was due 24 Mar · Build · Med
Overdue
Due Today / Overdue — Non-Build (13)
T086
ExCo sharing plan — RF3 in front of ExCo live with PowerPoint
Due today · Elias · Communicate
Today
T095
SOX ELC-21 Walkthrough — Feb 2026 package + CFO evidence
Due 31 Mar — 7d overdue · Adria · Action
Overdue
T148
Push Gavin — Claude flux report analysis (COP 8 Apr)
Due 31 Mar — 7d overdue · Gavin · Align
Overdue
T002
Check for latest from Gavin — Claude Code monthly reforecasting
Due 1 Apr — 6d overdue · Gavin · Solve
Overdue
T045
1:1 pre-workshop conversation with each DR
Due 6 Apr — 1d overdue · Align
Overdue
T075
Get Ian's Gross Profit report designed
Due 1 Apr — 6d overdue · Ian · Delegate
Overdue
T081
Kick off V1 scenario planning factors register with Gavin
Due 20 Mar — 18d overdue · Gavin · Align
Overdue
T038
Design Strategic Priorities H2 2026 session and OKR review
Due 30 Mar — 8d overdue · Align
Overdue
T109
Confirm user access is appropriate in Cube — short fix
Due 20 Mar — 18d overdue · Action
Overdue
T114
AR plan: check best practice when a reinvoice is required
Due 23 Mar — 15d overdue · Seamus · Solve
Overdue
T122
Speak to Ed on consolidating reports
Due 25 Mar — 13d overdue · Ed Parsons · Align
Overdue
T123
Remind staff to populate weekly context layer
Due 25 Mar — 13d overdue · Recurring · Action
Overdue
T128
Have career conversations with all direct reports
Due 25 Mar — 13d overdue · Align
Overdue
This Week — No Date (4)
T144
With Mike — review steps to get new EOM report live for March
No date · Mike Gregoline · High · Month-end relevant
This Week
T145
Request EOM report data template from Claude; coordinate cube table data
No date · Build · High · Month-end relevant
Build
T146
Add GL account 5954 to cost centre Bible with red-flag escalation process
No date · Med · Action
This Week
T147
Include Mike + Gavin on email to Leo/Gary re GL account definitions
No date · Med · Action
This Week
T150
Confirm availability for Neologik/Peter Gee on Apr 9/10
No date · Peter Gee · Med · Action
This Week
Backlog (6)
T155
Plan OJ prepayment — assess cost and terms
No date · High
Backlog
T154
Schedule Q2 forecast mapping call with Nicola
No date · High
Backlog
T153
Design Finance Department Operating Model
No date · High
Backlog
T156
Map out services for each bank account (fees, usage, rationalisation)
No date
Backlog
T052
Follow-up 1:1s with each DR on personal commitments
Due 27 Apr · Med
Backlog
T054
Check Payroll ready for EquatePlus→Fidelity transition (Apr)
Due 1 May · Low
Backlog
⏳ Section 6 — Waiting For (47 overdue · 2 due today)
Due Today (2)
W170
Gavin Smith — RF2 H1 2027 starting point
Due today · Chase immediately · SDS 15:00
Due Today
W174
Aleksandra — AI adoption progress update
Due today · Ask directly
Due Today
Overdue — Oldest First (top 20 of 47)
W009
Mike — Validate Rotowire Contract Waterfall
Due 7 Mar · +31d overdue
+31d
W014
Seamus — 3EN Phase 1: parallel launch check + critical items list + Jean briefing
Due 9 Mar · +29d overdue
+29d
W031
Gavin/Mike — Rollcard model plan (debit loss benchmarking)
Due 12 Mar · +26d overdue
+26d
W034
Gavin/Amelia — Run mid-month NetSuite bills data quality check
Due 13 Mar · +25d overdue
+25d
W103
Gavin — Cube housekeeping: fix NetSuite mapping rules + Data health
Due 14 Mar · +24d overdue
+24d
W156
⚠️ NIALL (self) — IT SaaS Licence Review Co-Pilot — answer 3 questions
Due 19 Mar · +19d overdue · SELF-ACTION
+19d
W147
Gavin — Send Confluence link with vertical lead content
Due 19 Mar · +19d overdue
+19d
W107
Seamus — Update on T020 (ex-XL Media Cyprus employees)
Due 20 Mar · +18d overdue
+18d
W144
Gavin — Ask Seamus for reasons for prior month adjustments
Due 20 Mar · +18d overdue
+18d
W164
Gary — Update Confluence Finance Ops Committee meeting notes
Due 23 Mar · +15d overdue
+15d
W166
Andrew Ryan (Newtec) — Response to catch-up request
Due 23 Mar · +15d overdue
+15d
W160
Gavin — Set up meeting with Kevin and Elias on Reforecast
Due 23 Mar · +15d overdue
+15d
W137
Elias — Raise Neologik with Ian; update on his recommendations
Due 27 Mar · +11d overdue · Raise at 16:00 Elias meeting
+11d
W182
Gary — Confirm gotchas on reorg + confirm SB/KT leave is covered
Due 27 Mar · +11d overdue
+11d
W042
Conleth — Cash flow chart per bank account (ownership, usage, flow)
Due 31 Mar · +7d overdue
+7d
W043
Gary — HR categorises staff in UKG per approval matrix tiers for RAMP
Due 31 Mar · +7d overdue
+7d
W044
Gavin/Justin — Software data migration timelines; Sinead collaboration
Due 31 Mar · +7d overdue
+7d
W171
Mike — Build B2C subs forecast template, then B2B
Due 31 Mar · +7d overdue
+7d
W173
Aleks — Confirm if she could recreate Analyst gathering
Due 31 Mar · +7d overdue
+7d
W179
Mike + Gavin — Create Confluence page of cost centre grievances
Due 31 Mar · +7d overdue
+7d
+ 27 more overdue items (all Gavin-heavy) · Full W/F list runs in Wednesday chase
Upcoming (within 7 days)
W181
Seamus — Overview of adjustment types (valid vs upstream issues)
Due Sat 11 Apr
Sat
W047
Rob Cummins — Prepare for RollCard project development (post-paternity)
Due Sun 12 Apr
Sun
W167
Aleksandra — 3-weekly call cadence (morale stabilisation) — first call
Due Mon 13 Apr
Mon
🎯 Section 7 — Objective Alerts (13 stalled · Q2 now open)
🔴 Objectives review URGENT — Q2 is open, Q1 Now objectives were missed. 16/22 objectives have no open task coverage. Schedule Wed/Thu objectives review session this week.
🔴 STALLED — Now objectives with no active work (top 5)
🔴 STALLED
Transition NetSuite partner in Q1
Red/Now · Was linked to T005, T061 (all closed) · 3EN decision still unresolved · +29d W014
🔴 STALLED
Build non-affiliate revenue drivers, insights, and forecasting
Red/Now · Was linked to T001, T060, T061 (all closed) · Leapfin direction unresolved
🔴 STALLED
Address underperformance directly and with a clear process
Amber/Now · No linked tasks · Overdue review (18d)
🔴 STALLED
Manage upwards with clarity, confidence, and regular updates
Amber/Now · Was linked to T076, T080 (both closed) · SVP readiness theme — Elias 42d+ without Finance strategic narrative
🔴 STALLED
Manage team workloads proactively through PMO tracking
Amber/Now · No linked tasks · Gavin 22 overdue = visible PMO signal
🟡 IN PROGRESS — Active linked tasks
🟡 Active
Adopt a department-wide OKR structure in Finance
Amber/Now · Tasks: T038 ✅, T045 ✅, T052 ✅ open
🟡 Active
Drive AI adoption across Finance teams
Amber/Now · T002 open · W174 due today (Aleks AI update)
🟡 Active
Create leverage through systematic delegation
Amber/Now · T075 open · Ian GP report
👥 Section 8 — Stakeholder Outreach
⚠️ All next_check_in_due fields are null in YAML — dates estimated from last contact patterns. Update YAML after each contact today.
🔴 Repair — Action Required
Kevin Repair — ~28d since last meaningful check-in · CEO from mid-May · Schedule touchpoint before May. Today Elias meeting may have context on Kevin.
Opco Repair — ~35d overdue · Weekly Tuesday committee — TODAY is the window. Finance Ops Committee 13:00 counts.
🟡 Watch — Due Soon
Elias Watch — 1:1 TODAY at 16:00 ✅ Resets clock
Lee Watch — Overdue · Schedule or catch at next opportunity
Colin Watch — Overdue · Brief touchpoint this week
Max Watch — Overdue · Note: Max 1:1 on 25 Mar may have reset
Ellen Watch — Overdue · Brief touchpoint this week
🎙 Section 9 — Zoom AI / Return-to-Work Intelligence
ℹ️ Source: Return-to-Work Brief (Viktor, 07 Apr 06:30) — no VIKTOR-FEED for 13 days. This consolidates email actions, Slack actions, and meeting prep from the 12-day absence period.
NIALL'S 09:12 UPDATE
• Elias meeting moved to 4pm today
• Reached out to Momcilo (PM for Ramp project) for update
• Reached out to Seamus for priority update since absence
• Requested Gavin call agenda from Viktor
KEY ACTIONS FROM RETURN BRIEF (26 email actions + 10 Slack actions)
NetSuite: JE 79905, 80326, 80328 — approve NOW. Password expiring. FloQast tasks for close COP Wed 8 Apr.
Finance Ops: CNB bank access (Gary, 3 Apr) · $20k OJ transfer + JE · Opusclip $15k refund P&L treatment
SOX: Nominate 2 Finance staff for NetSuite quarterly access review (SOX control gap, Adria 27 Mar). ELC-21 submit this week. Baker Tilly OTC-05 evidence via Workiva.
IT: UKG OneView Agent Auth form — Ross Ryan flagged TWICE (#project-kronos 26 Mar + 2 Apr) — delegate to Gary, done before Thu 15:00 Kronos.
Admin: FloQast licence (Scott) · Cyber Security Training chases · Compliance training overdue (Niall's own) · Navan EUR/GBP card replacement · activpayroll eFile · HiBob leave request (Gary)
Strategic: Kalshi AR — who owns it (Seamus O2C?) — respond to Mat R. Marketing Revenue Proposal. Jira spaces deletion.
Week priorities from Niall (Mon 6 Apr 10:13): Gavin check-in · Seamus call prep · Q1 debrief / Q2 forward-looking exercise as VP · Finance Ops Committee · Themes & OKRs review (Wed) · AI roadmap · Finance Intelligence Layer refresh
INTEL HIGHLIGHTS (Digest 6 Apr)
• GAMB: FY2025 net loss $32.9M | record $165M revenue | 2026 guidance $170–180M | McCrystle CEO mid-May
• UK RGD 40% live Apr 1 — Flutter $320M EBITDA impact; lower affiliate CPAs to monitor for rate pressure
• Daylit: Autonomous AR agents (Mar 31) — 75% cost reduction claim — relevant to W168 Paraglide eval
• Board International: FP&A Agent + Controller Agent launched — benchmark for GAMB FP&A tooling direction
📨 Section 10 — Email & Slack Capture Prompt
⚠️ These items from the return-to-work brief need formal capture — confirm to add as tasks or W/F items
Suggested New Tasks to Add
📌 T-NEW: Nominate 2 Finance staff for NetSuite quarterly access review (SOX control, Adria 27 Mar) → `add task: SOX NetSuite access reviewer nomination`
📌 T-NEW: Delegate UKG OneView Agent Auth form to Gary (Ross Ryan request, 26 Mar + 2 Apr) → before Thu Kronos 15:00 → `add task: Delegate UKG OneView Auth form to Gary`
📌 T-NEW: Q1 debrief / Q2 forward-looking exercise as VP (Niall's own intent Mon) → `add task: Q1 debrief and Q2 VP forward-looking review`
📌 T-NEW: Identify Kalshi AR owner (Seamus O2C?) — respond to Mat R → `add task: Identify Kalshi AR owner and respond to Mat R`
📌 T-NEW: Finance Intelligence Layer document refresh (Niall's intent Mon) → `add task: Refresh Finance Intelligence Layer document`
📌 T-NEW: Themes & OKRs review (Wed this week per Niall) → `add task: Review Themes and OKRs — Wed 8 Apr`
📌 T-NEW: Complete compliance training (Niall's own, flagged as overdue in email) → `add task: Complete compliance training`
Suggested New W/F Items
📌 W-NEW: Momcilo — Ramp project update (Niall reached out today) → `add wf: Momcilo - Ramp project update`
📌 W-NEW: Seamus — Priority update since absence (Niall reached out today) → `add wf: Seamus - post-absence priority update`
Confirm with:
Reply add task: [description] or add wf: [owner] - [description] to capture. Or skip to defer.
✏️ Section 11 — Corrections
Corrections box — empty. Reply `correct: [item]` to flag anything wrong in today's briefing.
🏃 Section 11b — Training Week (W15 · 6–12 Apr)
💪 Lifts: 🔴 0/2
🏃 Runs: 🔴 0/3
🚶 Walks: 🔴 0/2
🥗 Easy lunch runs: 🔴 0/2
Last session: 19 Mar (run) — 19 days ago. All targets at zero. Return from leave — restart today.
📅 Today (Tuesday): Easy lunch run window 12:00–13:00 (before 13:00 OpCom). 20-30 min. Or lift after work.
Reply: run done · lift done · walk done
🎙 Section 14 — Communication Training (Week Focus: Delivery)
Week 3 Focus — Delivery: Slow down. Use deliberate pauses. Sound controlled, not rushed.
Daily Micro-Routine (~10 min)
1️⃣ Think First (1 min): Before speaking — "What's my one point?"
2️⃣ Speak (30–45 sec): Context → Point → Impact/Action. Speak it out loud.
3️⃣ Refine (3–5 min): Remove filler words · Shorten sentences · Strengthen verbs
Delivery Rule: Slow down 20% — you'll sound 50% more confident. Pause before answering. Your pace is your authority.
Before you speak today: What's my point? · Can I say it in one sentence? · Am I listening for 2 seconds after they finish?
Viktor EA · Morning Briefing · Tue 7 Apr 2026 · W15 Q2 · Month-end close week
done T0XX · defer T0XX · wf done W0XX · add task: [desc] · Prep me for [meeting]