Role overview
Finance Director / Bookkeeper
Track giving with clarity, confidence, and clean audits.
Before Forge
- Donor records live in multiple systems
- Fund balances are reconciled by hand
- Audit requests take days
With Forge
- Unified giving and donor history
- Fund tracking you can verify
- Reports that export cleanly
Weekly workflows
A consistent rhythm that keeps your week calm and accountable.
- Review giving totals by fund
- Reconcile online and offline gifts
- Prep weekly finance summaries
- Validate donor records
- Share reports with leadership
What changes for you
Migration impact, training expectations, and what stays the same.
- Secure import of historical giving
- Fund mappings reviewed with finance
- Audit trails preserved for compliance
Proof artifacts
Screenshots, walkthroughs, and sample reports for this role.
ScreenshotPreview during guided demo
Dashboard snapshot
Key metrics and follow-ups in one view.
ScreenshotPreview during guided demo
Workflow view
Weekly action plan with owners and dates.
VideoPreview during guided demo
60–90s walkthrough
Quick tour of the workflows you manage most.
PDFPreview during guided demo
Sample report (PDF)
A share-ready report you can send to leadership.