Board Of Director: Treasurer

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UTC Board Officer: Treasurer Description

• Serve as the financial officer and one of the primary contacts for the accountant and auditor.
• Work with the accounting firm on producing key documents every month and year, including the annual budget, monthly board financial reports.
• Initiate the annual audit, ensure the audit in on track to be completed, and present findings to the board for approval
• Continuously improve the organizations financial situation and reporting.
• Establish and maintain dashboard or set of key performance indicators that tells the Board at a glance how the organization is doing on critical measures (after facilitating a discussion with the Board on what those critical measures are) and regularly report on dashboard
• Ensure prudent asset management in accordance with financial objectives and Board-approved policy
• Facilitate strategic thinking within the Board about short and long-term financial vitality; including coordination with the development committee
• Support the financial literacy development of Executive Director and Board of Directors
• Meet board meeting attendance requirements

Board of Director Overview of responsibilities:

• Fundraising and outreach
• Organizational leadership and advisement
• Formulation and oversight of policies and procedures
• Financial management, including adoption and oversight of the annual budget
• Review of organizational and programmatic reports
• Promotion of the organization