We are seeking a compatible Board Treasurer for an initial 1-2 year term with an option to be elected to any number of consecutive 3-year terms. Our Treasurer will oversee the management and reporting of the organization’s finances. During our formation stage, she or he will engage in the strategic planning and development of the organization’s policies, procedures and systems. The position reports to the Board of Directors. In addition to the board commitment, we anticipate the position to require approximately 10-15 hours per month. We are open to a remote candidate, but the position would require in-person attendance at our Annual Board Retreat.
BOARD PARTICIPATION EXPECTATIONS
Board members are expected to attend all quarterly meetings. Board attendance relates directly to board participation and to the success of the organization. Our goal is to create a board culture that ‘leads by example’ through engagement of creative ideas, active communication, strategic planning and project execution. Board members have cultivated their personal ‘why’ of their participation in this organization and hold an understanding of the sensitivities of our target population. Board members have engaged in mindfulness or some form of conscious awareness practice and values laws of attraction and manifestion principles.
DUTIES AND RESPONSIBILITIES
General Expectations, Financial management and/or oversight
- Develop and effectuate strong internal controls and financial management policies.
- Ensure accurate and complete financial reporting and proper maintenance of financial records, information and tax returns.
- Regularly assess risks and how such risks should be mitigated.
- Keep a calendar for filing requirements and deadlines and have clear assignments to help ensure they are all met in a timely manner.
- Require the organization’s financials audited whenever required or advisable.
- Engage in the everyday financial functions until the organization hires a staff position of Financial Controller.
- Be in frequent communication with the Financial Controller (when available) to oversee the management of the organization’s financial affairs, i.e. reconciling bank statements, managing cash flow, investments are consistent with applicable laws.
- Ensure the organization’s ongoing solvency and oversee the organization’s financial policies, i.e. check signing authority, expense reimbursement, credit card usage and petty cash policies.
Budgets and Reports
- Facilitate the preparation of annual budgets, regularly monitor and compare the actual revenues and expenses incurred against such budgets.
- Develop a budget that supports the organization’s goals and drives decision-making to effectuate the organization’s mission.
- Review the budget for board approval and prepare to explain and clarify the document.
- Have a thorough knowledge and understanding of the organization’s financial reports and important financial ratios.
- Keep the board apprised of key financial events, trends and concerns and provide assessment of the impact on the organization’s fiscal health.
- Ensure the completion of required financial reporting forms, including the IRS Form 990, in a timely manner and making these forms available for the board’s review.
- Skilled at translating financial concepts and information for board members who may not have financial backgrounds or substantial financial experience.
- Continue educating oneself on the organization’s finances and the applicable laws, which may relate to earned income, the unrelated business tax, appropriate expenditures, and prudent investments.
- Facilitate and encourage the board to strategically think of the short-term and long-term financial vitality of the organization in relation to the advancement of its mission.
- Serve as the organization’s Chief Financial Officer (CFO).
- An understanding of, and experience with, good financial management and reporting practices with at least 5-years background in finance, bookkeeping or accounting.
- A professional accounting designation a plus
- Knowledge of or willing to learn the Financial Accounting Standards Board (FASB).
- Knowledge of the organization’s bylaws.
- Commitment to the organization’s mission and strategic directions.
- Ability to provide clear and simple communication.
- Organizational and critical thinking skills.
- Ability to commit the time required to fulfill the responsibilities described.
- Maintains overall personal health using Complementary and Integrative Health.
- Sensitive to the issues of women diagnosed with and healing from cancer.
BOARD MEETING SCHEDULE
- Q1 Annual Board Retreat: Jan|Feb (in-person attendance required)
- Q2 Board Meeting: Apr|May: (zoom or in-person, TBD)
- Q3 Board Meeting: Jul|Aug: (zoom or in-person, TBD)
- Q4 Board Meeting: Oc|Nov: (zoom or in-person, TBD)
- Monthly Board Meetings during initial 1-2 year term: (zoom, required)
HOW TO APPLY:
Please submit your resume and reflect on the following questions for our discovery meeting:
- What your personal 'Why' for wanting to volunteer with our organization?
- Do you have an experience with mindfulness or another self-awareness practice? If so, please briefly describe.
- Describe any experience you hold with women and cancer, include your understanding of the sensitivities of this population.
Accepted formats: PDF, RTF, Word or Google Docs.