Volunteer: Fiscal Year Reconciliation and Financial Assessment

Overview

This volunteer opportunity involves reviewing the most recent fiscal year's financial records, reconciling bank statements and PayPal activity using Xero, and producing a Financial Assessment. The assessment will outline a prioritized cleanup roadmap and steps to transfer reconciled data into QuickBooks Online.

Responsibilities

• Review and reconcile financial records for the specified fiscal year
• Reconcile bank statements and PayPal transactions via Xero
• Develop a Financial Assessment report detailing a cleanup plan
• Provide clear steps for transferring reconciled data into QuickBooks Online
• Collaborate with the team to share files, agree on timelines, and establish checkpoints
• Ensure the cleanup plan is actionable for staff implementation after the engagement

Requirements

• Experience in accounting and financial analysis
• Familiarity with QuickBooks and Xero accounting software

Impact

Accurate and reconciled books along with a clear cleanup roadmap will enhance financial transparency, improve resource allocation for events and philanthropic efforts, and facilitate engagement with for-profit partners and donors.

Organization Mission

The organization aims to bridge the gap between for-profit and nonprofit sectors by connecting both to resources and education, broadening community awareness, and managing events for philanthropic efforts.