InDependent is looking for a Treasurer who is excited about helping a nonprofit prepare financially for funding growth. The Treasurer shall ensure there is timely and adequate management of financial resources and reporting to enable the Board to monitor the organization’s financial resources. The Treasurer shall advise the Board of any significant financial matters that require action by the Board. If required, the Treasurer shall ensure that the board engages a qualified auditor for an annual examination of the financial statements. The Treasurer shall serve as the chair of the Finance Committee.
- Ensure accurate and complete financial reporting, and proper maintenance of financial records and information/tax returns.
- Facilitate preparation of the annual budget with board members and committees. Enter the budget into Quickbooks.
- Keep a calendar of important dates and filing deadlines, including the deadlines for Form 990 and filing tax returns.
- Develop and enforce strong internal controls and financial management policies.
- Support the organization program, grant, or funding needs, by providing financial information and budget support to assist with data-informed decision making.
- Assist with the development and presentation of the annual report.
- Assist with the development and revisions of financial processes and procedures.
- If required or as needed, ensure the board engages a qualified auditor for an examination of the financial statements.
- Provide or facilitate financial training, as needed, to board members or other members of the organization.
Board Member Responsibilities
- Provide inspired leadership for InDependent.
- Duty of care, duty of loyalty, duty to act in good faith, duty of obedience
- Represent InDependent with the highest standard of integrity and transparency
- Model commitment to our mission, vision, and core values to those within and without our organization.
- Maintain a balance between all Branches of Wellness, both internally within InDependent and in our programming/external communications.
- Maintain confidentiality to include, but not limited to, InDependent’s board meetings, Standards of Operation, policies, and financial records to persons inside and outside of the organization unless deemed appropriate by the executive team to release information.
- Promote a spirit of teamwork through modeling the way of accountability, effective communication, integrity and creative problem solving.
- Participate in philanthropic networks. Stay abreast and monitor trends in the nonprofit and foundation world. Identify and undertake professional development and training.
- Identify and recruit individuals, businesses, and community based organizations that may sponsor or donate funds for the benefit of InDependent, in line with strategic priorities and funding plan.
- Follow the bylaws, conflict of interest, and any other policies or publications founded by InDependent, Inc. and take seriously the legal, fiscal, and ethical responsibilities the Board carries.
- Prepare for, attend, and conscientiously participate in board meetings and events.
- Submit monthly report of committee activities, and annual committee AAR, budget and strategic plan that are in line with InDependent’s overall strategic plan and program initiatives.
- Participate in recruiting of staff/volunteer/board members, specifically taking the lead on planning for their own succession and offering up recommendations to the board. Orient’s new Treasurer.
Volunteer and Committee Management:
- Responsible for recruiting, training, and establishing committee members, to include user roles and responsibilities, access to necessary Google Drives, Slack channels, and other committee software and programs
- Delegate committee tasks to volunteers as needed, working with the Operations Chair to establish position descriptions, necessary SOPs, and rewards & recognition
- Support volunteer communication with the board, to include organization announcements, updates, etc.
- Track committee volunteer hours and submit monthly.
15 hours per month on average, more time may be required for budget preparation and year end | Term of Service: 2 year
QUALIFICATIONS & SPECIAL SKILLS:
- Transparent and high integrity leadership.
- Strong personal interest in military spouse health & wellness.
- Committed to accuracy, transparency and timeliness.
- Knowledge of budgets, finance, or accounting.
- High attention to detail and organization.
- Willingness to ask questions.
- Strong interpersonal skills including relationship and trust building, communication and listening, and personal engagement.
- Proficient with Microsoft Office Suite, Google Suite, iWorks, Asana, Slack, Canva or similar software
- Experience with Quickbooks
- Experience working with remote teams