Requirements of Role:
- Active member of the Family Association Board.
- Serve as a link between the Family Association and the School.
- Reconcile all non-cash and/or electronic transactions.
- Co-chair budget planning for the following school year.
- Submit monthly financial reports at each Board meeting.
- Present quarterly financial report at Membership meetings.
- Prepare end-of-year financial report.
- File all taxes on time, with the help of a tax professional if needed.
- Renew state and federal charitable statuses annually.
- Renew WPSFA insurance policies, and ensure adequate coverage.
- Work with Fundraising Chair to ensure that all practices are compliant.
As Desired:
- Lead a committee.
Skills:
- Organization
- Comfortable with document management.
- Ability to manage volunteers effectively.
- Experience with general accounting principles.
- Familiarity with Quickbooks or other accounting software.
Time Commitment:
- Base tasks 2-5 hours/week.
- Additional commitments 8-12 hours/month.