Finance Lead

Circle

Delegator

Role Keeper

Patrick Mathers

Contact

#company-gov-coordination

Purpose

Why is this role needed, what need of the organization does it address, or how is it relevant within the organization?

This role ensures budgeting and controlling of financial health on the company level.

Key Responsibilities

List the essential responsibilities assigned to this role.

  • Ensure rolling budget

  • Ensure controlling of actual financial figures

  • Oversee Liquidity

  • Drive reaction to "red flags" in finance

Stakeholders and Key Deliverables

Whom does this role deliver value to, what do they need from this role?

Board
  • Visibility into company finances

  • Rolling Budget (company level)

Business Lead
  • Financial insights and collaboration for company strategy

  • Financial key metrics

Dependencies

Who is this role dependent on and what deliverables do they provide?

Finance (Overview and Governance)
  • Budgeting

  • Ensure accounting

  • All required financial figures