Lee Borqolt
Purpose: Safeguard assets; manage income/expenses; monthly reporting; annual budget leadership.
Top 5 Duties: Monthly written report; accurate books & controls/bonding; annual budget; filings (e.g., 990); audits/reviews.
First 30 Days: Budget timeline; reconcile balances; review controls/signers; standardize report format.
Metrics: On time monthly reports; budget adopted; clean review.