Skip to the content
Level 1: CFO
- Cash planning and forecasting
- Financial Planning and Analysis
- Manage fiscal compliance and business registrations
- Systems Selection and Implementation
- Produce Budgets
Level 2: Controller
- Present financial statements to leadership and board of directors
- Advise on functional allocations, fund tracking, and timesheet policies and procedures
- Advise on, design and/or implement expense controls, accounting policies and procedures, and/or financial governance practices
- Advise on budgeting and forecasting
Level 3: Bookkeeper/Accountant
- Record pledges, deposits, bills, payments, and credit card transactions based on account statements
- Record payroll journal entries
- Record end-of-month and end-of-year journal entries
- Organize and file accounting records and receipts related to the above transactions
- Reconcile balance sheet accounts and maintain reconciliation records
- Produce financial statements
- Produce historical information for budget purposes
Level 4: Clerk
- Process payroll
- Process Accounts Payable and Accounts Receivable (make and receive payments)