Nonprofit Financial Controls

Designs internal financial controls (segregation of duties, approval/signing thresholds, check/wire authorization, credit card and expense reimbursement policy, bank reconciliation review), and manages annual audit preparation, PBC (provided-by-client) list fulfillment, and auditor liaison, including responding to management letter findings. Use when asked to design or fix internal controls, address a segregation-of-duties gap (especially in a small finance team), set approval thresholds and signing authority, prepare for a financial statement audit, assemble a PBC list, or respond to an audit management letter. Does not cover the annual budget (use nonprofit-budgeting), …