Governance

Our Governance Services

Legal & Financial Coordination

Create a seamless flow of communication between your legal and finance teams to ensure that all program and grant operations are fully compliant. By establishing streamlined systems and structured processes, we’ll help you minimize risks and optimize operational efficiency. In this capacity, our team will:

Serve as a liaison between legal and finance departments to ensure alignment
Help you establish entities, systems, and processes for compliant program and grant delivery

Board Governance Support

Ensure your nonprofit’s board operates effectively and meets its fiduciary responsibilities. We provide the tools and guidance needed to strengthen oversight, improve decision-making, and maintain compliance with regulatory requirements. We’ll work with you to:

Strengthen your board structure, provide governance training, and develop materials to ensure fiduciary oversight and regulatory compliance
Conduct bylaws reviews, assist with board recruitment, and manage onboarding processes
Evaluate board performance to align members with organizational goals

Regulatory Compliance

Comply with city, state, and federal regulations with clear policies and processes that guide your organization’s operations. We offer strategic guidance and support to help you develop comprehensive protocols that ensure your programs adhere to legal requirements. We will help you:

Create compliance-driven policies and procedures that promote consistency and transparency
Develop clear program descriptions and operational handbooks that align with legal standards
Establish fund disbursement protocols to ensure proper oversight, compliance, and financial transparency

Risk Management & Insurance Evaluation

Protect your organization from potential threats with a tailored risk management strategy that addresses your unique vulnerabilities. We’ll help you navigate complex insurance options to ensure your coverage aligns with your risk profile. This includes:

Evaluating your insurance needs based on your specific circumstances
Recommending insurance coverage, including general liability, directors and officers (D&O) insurance, cybersecurity protection, and capital project policies

Positions WE Offer

Chief Financial Officer

Supervise all aspects of the finance department, including but not limited to the following responsibilities:
Manage the day-to-day accounting and finance functions, including supporting accounts payable and receivable, invoicing, payroll, banking
and investment, fixed assets and materials management, grants management, and government vouchers;
Support Finance Staff, existing and incoming, and build and maintain strategic alliances with your employees and contract service providers;
Monitor compliance and performance of investment portfolios;
Maintain short/long-term financial strategies in support of organizational mission and goals;
Support the CEO and leadership with policy guidance recommendations and support on key financial issues.
Oversee sufficiency of operations of the HR and IT departments and provide support and feedback to department heads as needed;
Assist executive leadership with organization strategy and direction, by evaluating business practices and issues and recommending,
advising and helping to implement elements for improved strategic planning and organizational vision, including organizational strategies,
policy, and procedures.
Maintain and update project management tool detailing organization’s resources, priorities, and goals; and
Meet regularly with executive leadership, and, individually, the CTO and the Senior Director of People and Culture, and participate in Senior
and Leadership Team meetings, in furtherance of the foregoing responsibilities.

CFAO

Supervise all aspects of the finance department, including but not limited to the following responsibilities:
Manage the day-to-day accounting and finance functions, including supporting accounts payable and receivable, invoicing, payroll, banking
and investment, fixed assets and materials management, grants management, and government vouchers;
Support Finance Staff, existing and incoming, and build and maintain strategic alliances with your employees and contract service providers;
Monitor compliance and performance of investment portfolios;
Maintain short/long-term financial strategies in support of organizational mission and goals;
Support the CEO and leadership with policy guidance recommendations and support on key financial issues.
Oversee sufficiency of operations of the HR and IT departments and provide support and feedback to department heads as needed;
Assist executive leadership with organization strategy and direction, by evaluating business practices and issues and recommending,
advising and helping to implement elements for improved strategic planning and organizational vision, including organizational strategies,
policy, and procedures.
Maintain and update project management tool detailing organization’s resources, priorities, and goals; and
Meet regularly with executive leadership, and, individually, the CTO and the Senior Director of People and Culture, and participate in Senior
and Leadership Team meetings, in furtherance of the foregoing responsibilities.

Controller

Supervise all aspects of the finance department, including but not limited to the following responsibilities:
Manage the day-to-day accounting and finance functions, including supporting accounts payable and receivable, invoicing, payroll, banking
and investment, fixed assets and materials management, grants management, and government vouchers;
Support Finance Staff, existing and incoming, and build and maintain strategic alliances with your employees and contract service providers;
Monitor compliance and performance of investment portfolios;
Maintain short/long-term financial strategies in support of organizational mission and goals;
Support the CEO and leadership with policy guidance recommendations and support on key financial issues.
Oversee sufficiency of operations of the HR and IT departments and provide support and feedback to department heads as needed;
Assist executive leadership with organization strategy and direction, by evaluating business practices and issues and recommending,
advising and helping to implement elements for improved strategic planning and organizational vision, including organizational strategies,
policy, and procedures.
Maintain and update project management tool detailing organization’s resources, priorities, and goals; and
Meet regularly with executive leadership, and, individually, the CTO and the Senior Director of People and Culture, and participate in Senior
and Leadership Team meetings, in furtherance of the foregoing responsibilities.

Senior Accountant and Bookkeeper

Supervise all aspects of the finance department, including but not limited to the following responsibilities:
Manage the day-to-day accounting and finance functions, including supporting accounts payable and receivable, invoicing, payroll, banking
and investment, fixed assets and materials management, grants management, and government vouchers;
Support Finance Staff, existing and incoming, and build and maintain strategic alliances with your employees and contract service providers;
Monitor compliance and performance of investment portfolios;
Maintain short/long-term financial strategies in support of organizational mission and goals;
Support the CEO and leadership with policy guidance recommendations and support on key financial issues.
Oversee sufficiency of operations of the HR and IT departments and provide support and feedback to department heads as needed;
Assist executive leadership with organization strategy and direction, by evaluating business practices and issues and recommending,
advising and helping to implement elements for improved strategic planning and organizational vision, including organizational strategies,
policy, and procedures.
Maintain and update project management tool detailing organization’s resources, priorities, and goals; and
Meet regularly with executive leadership, and, individually, the CTO and the Senior Director of People and Culture, and participate in Senior
and Leadership Team meetings, in furtherance of the foregoing responsibilities.