Board of Directors/Treasurer/Role Description

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This page is based on the Role description template.

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Contents

Document status

Is this document a draft? Official?

This document is a DRAFT, which has not yet been approved by the Board of Directors.

Position description

Summarize what the role does within the organization.

To manage and report on the association's finances.

Responsibilities

List the major areas of responsibilities.

Carries on the responsibilities of a member of the Board.

Assist in preparation of the budget.

Ensure the Board's financial policies are being followed.

Reports to the Board and Members on the finances.

Monitors the budget.

Prepares required financial report/forms.

Maintains bark account

oversees the financial transactions.

Treasurer's signature should be on all cheques, plus one other board member.

Knowledge, Skills, Abilities

List what knowledge, skills, abilities and time are required or desired.


Financial skills

bookkeeping

good organizational skills

able to prepare financial statements (Balance Shee and Profit & Loss Statement).

Able to monitor a budget and report on it.

Good communications skills.

Possible secondary education in accounting.

Resources

List what the organization supplies to help the person in this role.

  • Staff Adminstrator
  • Board
  • Revenue Canad (website)
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