Overview
This volunteer officer role serves as Treasurer on the Board of Directors. The position focuses on Board-level financial oversight, transparency, and providing clear financial insight. Day-to-day bookkeeping and reporting are handled by an outside accounting firm; the Treasurer’s work centers on oversight, collaboration, and ensuring compliance.
Responsibilities
- Oversee financial management at the Board level.
- Ensure proper records are maintained and effective financial procedures are in place.
- Monitor and report on the organization’s financial health to the Board.
- Oversee the production of financial reports, returns, accounts, and audits.
- Review and authorize U.S. state charity registration filings to ensure compliance and accuracy.
- Coordinate with the CPA on annual 990 tax returns, providing necessary information and oversight for timely submission.
- Collaborate with the Executive Director to supervise the outside accounting firm that manages day-to-day bookkeeping and reporting.
- Provide strategic guidance to ensure financial decisions align with the organization’s mission and long-term sustainability.
Time Commitment
- Maximum: 5 hours per month
- Typically: about 1 hour per month
Collaboration
The Treasurer is not responsible for daily bookkeeping. Instead, responsibilities include:
- Partnering with the Executive Director to oversee the external accounting company.
- Ensuring financial reports prepared by the outside firm are accurate, timely, and compliant.
- Serving as a liaison between the Board and the accounting team by translating financial data into clear insights for decision-making.
Qualifications
- Experience in finance, accounting, or nonprofit financial oversight preferred.
- Strong understanding of financial procedures, compliance, and reporting.
- Ability to interpret financial data and communicate clearly to non-financial audiences.
- Commitment to the organization’s mission and values.
- Prior nonprofit or board experience is a plus, but not required.
Compensation & Benefits
- This is an unpaid volunteer position.
Location
- United States, remote
- Volunteer, Officer