Board of Directors/Treasurer/Role Description
From PCSAR
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== Document status == | == Document status == | ||
{{Job description/Status}} <!-- Don't remove this line --> | {{Job description/Status}} <!-- Don't remove this line --> | ||
| - | This document is a DRAFT, which has not yet been approved by the Board of Directors. | + | <!-- This document is a DRAFT, which has not yet been approved by the Board of Directors. --> |
| + | This document is APPROVED. | ||
| + | It was adopted by the Board of Directors at the October 7, 2014 board meeting. | ||
== Position description == | == Position description == | ||
{{Job description/description}} <!-- Don't remove this line --> | {{Job description/description}} <!-- Don't remove this line --> | ||
| - | + | The Treasurer is responsible for the management and reporting of the association's finances. | |
| + | |||
| + | The Treasurer is a Voting Member of the board. | ||
| + | At annual elections, the position of Secretary may be combined with that of Treasurer. | ||
| + | If that is done the Secretary Treasurer gets only one vote. | ||
== Responsibilities == | == Responsibilities == | ||
{{Job description/Responsibilities}} <!-- Don't remove this line --> | {{Job description/Responsibilities}} <!-- Don't remove this line --> | ||
| - | + | The Treasurer makes sure that the finances of the society are properly managed. | |
| - | + | Normally, the actual work is delegated to the Administrator, | |
| - | Assist in preparation of the budget. | + | but when the Administrator is unable to do so, |
| - | + | the Treasurer directly performs the work. | |
| - | Ensure the Board's financial policies are being followed. | + | * As a board member, assume shared legal responsibility for the actions of the organization |
| - | + | * Oversees the work of the Administrator as it relate to the responsibility of the Treasurer | |
| - | Reports to the Board and Members on the finances. | + | * Assist in preparation of the budget. |
| - | + | * Ensure the Board's financial policies are being followed. | |
| - | Monitors the budget. | + | * Reports to the Board and Members on the finances. |
| - | + | * Monitors the budget. | |
| - | Prepares required financial report/forms. | + | * Prepares required financial report/forms. |
| - | + | * Maintains bark account | |
| - | Maintains bark account | + | * oversees the financial transactions. |
| - | + | ||
| - | oversees the financial transactions. | + | |
Treasurer's signature should be on all cheques, plus one other board member. | Treasurer's signature should be on all cheques, plus one other board member. | ||
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== Knowledge, Skills, Abilities == | == Knowledge, Skills, Abilities == | ||
{{Job description/Abilities}} <!-- Don't remove this line --> | {{Job description/Abilities}} <!-- Don't remove this line --> | ||
| - | + | * Financial skills | |
| - | Financial skills | + | * bookkeeping |
| - | + | * good organizational skills | |
| - | bookkeeping | + | * able to prepare financial statements (Balance Sheet and Profit & Loss Statement). |
| - | + | * Able to monitor a budget and report on it. | |
| - | good organizational skills | + | * Good communications skills. |
| - | + | * Possible secondary education in accounting. | |
| - | able to prepare financial statements (Balance | + | |
| - | + | ||
| - | Able to monitor a budget and report on it. | + | |
| - | + | ||
| - | Good communications skills. | + | |
| - | + | ||
| - | Possible secondary education in accounting. | + | |
== Resources == | == Resources == | ||
{{Job description/Resources}} <!-- Don't remove this line --> | {{Job description/Resources}} <!-- Don't remove this line --> | ||
| + | * Officer's Errors and Omissions liability insurance coverage | ||
* Staff Adminstrator | * Staff Adminstrator | ||
* Board | * Board | ||
* Revenue Canad (website) | * Revenue Canad (website) | ||
| + | * wiki | ||
Revision as of 22:01, 22 September 2015
Document status
Is this document a draft? Official?
This document is APPROVED. It was adopted by the Board of Directors at the October 7, 2014 board meeting.
Position description
Summarize what the role does within the organization.
The Treasurer is responsible for the management and reporting of the association's finances.
The Treasurer is a Voting Member of the board. At annual elections, the position of Secretary may be combined with that of Treasurer. If that is done the Secretary Treasurer gets only one vote.
Responsibilities
List the major areas of responsibilities.
The Treasurer makes sure that the finances of the society are properly managed. Normally, the actual work is delegated to the Administrator, but when the Administrator is unable to do so, the Treasurer directly performs the work.
- As a board member, assume shared legal responsibility for the actions of the organization
- Oversees the work of the Administrator as it relate to the responsibility of the Treasurer
- 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 Sheet 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.
- Officer's Errors and Omissions liability insurance coverage
- Staff Adminstrator
- Board
- Revenue Canad (website)
- wiki
