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Financial Controls Checklist Mobile App

Working in a finance management position? Management professionals use financial statements, management assessment and budgeting for determining financial controls. For those working in or for people in financial management positions, this handy app can save you time and money that would normally go towards completing paperwork by hand.

Financial controls must ensure the preservation of current assets and optimization of future gains. They must also be consistent with the business’s tolerance for risk. Use the Financial Controls Checklist mobile app to create policies to address day-to-day transactional matters, investment management and performance measurement guidelines. This app is also helpful for those who want to learn more about how to analyze financial controls in general.

  • Lendlease
  • The Cooperative
  • PG&E
  • oxy
  • Red Bull
  • Mirvac

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Take a peek inside the Financial Controls Checklist Mobile App

Included Features

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Included Fields

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    Financial controls must ensure the preservation of current assets and optimization of future gains.

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    Policies should be developed to address day-to-day transactional matters, investment management a...

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    Fund transfers

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    Bookkeeping/reconciliation protocols

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    Protection from unauthorized investment transactions

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    Authorizations/limits/access: procedures that safeguard access to funds

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    Improper allocation of investment funds

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    Recording cash receipts

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    Disbursements

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    Payroll controls to eliminate fraud: ghost employees

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    Segregation of duties: investments, financial accounting, reporting

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    During these challenging economic times, the adviser must increase awareness regarding the potent...

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    Performance expectations based upon independent research and good old common sense should all be ...

  • ...and More!

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