A financially strategic and sound global August

  • Accounting Relationships (EKS&H, F&L, Roth Mosey)

  • Bank Vendor Relationships & Administration (Chase, NatWest, RBC)

  • Intercompany transactions

  • QBO & Expensify Administration

  • Taxes

  • Vendor Contracts

  • Sourcing and maintaining strong relationships with financial vendors

  • Communicating the health of the business to the team

  • Proposing global spends and/or models to API or the Board

  • Providing financial planning support for the Board

  • Proposing total amount that can be distributed as bonuses or dividends to API or the Board

  • Updating and creating any necessary global financial documents

  • Proposing updates to the Spending Policy

  • Guiding teams within August toward good financial decisions

  • Partnering with and reviewing all tax documents with our tax accountants


No notes have been published.

Filled by

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