SAMPLE POLICY WORK

– Participate in monthly financial review meetings and discuss any discrepancies noted in variance analyses. • Key Actions: – Maintain daily expense logs and track service-related costs. – Communicate any mid ‑ year changes to the Finance Department and collaborate on revision forecasts. Executive Leadership and Board of Directors • Responsibilities: – Set overarching financial goals and strategic priorities. – Review and approve the consolidated annual budget and any mid ‑ year revisions. – Monitor top ‑ level financial performance and ensure full compliance with regulatory mandates. • Key Actions: – Evaluate quarterly financial performance reports. – Provide final sign ‑ off on budgets and major financial policy changes. Audit financial documentation to guarantee adherence to internal controls and regulatory mandates. – Monitor internal and external audits and implement any required corrective actions. • Key Actions: – Perform quarterly audits of budget reconciliation and internal controls. – Prepare detailed audit reports and share findings with executive leadership for further action. Quality Assurance and Compliance Teams • Responsibilities: –

IT and Records Management Teams • Responsibilities: –

Ensure the smooth operation and security of the integrated ERP and financial records system. – Support the Finance Department by providing technical assistance and data backup protocols. • Key Actions: – Monitor system performance, perform regular backups, and maintain version control on all financial documents.

Human Resources (HR) • Responsibilities: –

Manage personnel records related to payroll, training, and benefits, ensuring that all financial data complies with applicable regulations.