TREASURER
Position Summary:
The Treasurer, jointly with the board chair and Financial Management Committee chair, if other than the treasurer, assures that
financial records and statements are accurately maintained, free of material misstatements, and reflect fairly the respective financial
position of the organization pursuant to U.S. GAAP and FASB guidance.
These records will include cash, accounts receivable, notes receivable, inventory, prepaid expenses, equipment, furniture, fixtures,
accounts payable, notes payable, accrued liabilities, and net assets (permanently restricted, temporarily restricted, and unrestricted).
Financial statements will include statement of operations (income statement), statement of activities (balance sheet), statement of cash
flows, and statement of functional expenses.
Reporting Relationship:
The Treasurer reports to the Board of Directors, and serves on the Board of Directors, as the Chair of the Financial Management
Committee and as a member of the Leadership Committee.
Key Tasks:
Read and sign "Code of Ethics and Rules of Conduct" agreement
Key Tasks
Board Support
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Actions to be accomplished
Chair the Financial Management Committee
Oversee the financial aspects of board decisions.
Ensure the organization’s information
management system for accounting meets
applicable regulatory guidance, to include but
not limited to US GAAP and FASB.
Administer the organization’s bank account
through effective controls to include signature
cards, bank statements, deposit tickets, and
reconciliations.
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Behaviors employed in Actions
 Apply bylaws and
policies and procedures
 Lead RMPEx in the
fulfillment of its vision
and mission
 Encourage and support
board members to
represent the
organization
 Embody RMPEX core
Suggested Measures
 Meeting
attendance
 Board satisfaction
with performance
 Board
accomplishments
(as listed in
individual
member
expectations)
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Review financial statements in Annual
Stakeholder Report before final publication.
Prepare and distribute quarterly financial
statements to the board; make monthly financial
statements available for review.
Maintain the organization’s finances on a
reliable, dependable, feasible, and acceptable
information management system for accounting,
e.g. QuickBooks
Pay invoices received and approved by the
Board Chair, Board of Directors, or Executive
Director.
Ensure financial policies and processes are in
accordance with U.S. GAAP (generally accepted
accounting practices), FASB 116 & 117, IRS
rules and regulations, and applicable state and
federal statutes governing 501(c)(3) non-profit
organizations.
Participate in the preparation of the budget
Compare expenses with budgets and revenue
and communicate potential issues to Board of
Directors.
Assists board members and committee chairs
with appropriate financial matters.
Work with auditors and the organization to
evaluate whether the overall financial statements
present fairly the respective financial position of
the organization.
Answer correspondence related to financial
matters, as appropriate.
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values and ensure
adherence to their
principles of behavior
and standards of conduct
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Board diversity
Preferred Knowledge, Skills & Abilities:
1. Understanding of accounting for nonprofit entities, to include the relationships among financial statements, transaction
analysis, using trial balances, recording transactions, analyzing accounts, and internal controls.
2. Ability to work with the Board Chair, Executive Director, and auditors as necessary
3. Good oral and interpersonal communication skills in order to effectively communicate financial information to the Board.
4. Working knowledge of personal software packages to perform word processing, spreadsheet, and presentation activities.
5. Results oriented and able to handle multiple projects and/or tasks simultaneously
6. Able to demonstrate a sufficient level of analytical and strategic thinking to manage and coordinate the delivery of Judge,
Examiner, and Examiner Lead training programs in conjunction with Organizational standards, as described above.
7. Display a commitment to and an understanding of the RMPEx organization, to include its mission, values, operating
principles, service offerings, performance goals, regulatory environment, and stakeholders.
Minimum Time Requirement
 1-hour Leadership Committee conference calls (monthly)
 2-hour Board of Directors meetings (quarterly)
 4-hour Achievements in Excellence events (one or two annually)
 12-hour Quest for Excellence event (one annually)
 8-hour Strategic Planning session (one annually)
 3-hours Financial Management Committee meetings (as needed)
 +8-hours general support-paying invoices, meeting prep, financial, etc. (quarterly)
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