PD Treasurer Dec 2022

Position Description Position Title: Treasurer Reports to: Chairperson - Board of Directors Desert Rose Bahá’í Institute (DRBI) is a community-based centre of learning, guided by Bahá’í principles, that creates an atmosphere of spirituality which inspires artistic and educational development. As a key member of the Board of Directors, the Treasurer protects the long-term financial health of the corporation. Specific responsibilities include (but are not limited to) the following: • Direct the financial assets of the Institute according to the Vision and Strategy of DRBI. • Participate in the development and management of the strategic plan, contributing financial expertise to the immediate and long-term planning process. • Provide pro-active, professional insight and technical expertise to the Board in revenue generation, grants, business proposals, investments, and plans regarding unexpected funds and/or cash flow shortages. • Ensure full compliance in all tax and regulatory matters concerning the financial management of the Not-for-Profit corporation • Model leadership behaviors that promote a culture of open communication, institute development and trust. • Develop financial policies and practices as required, ensuring a clear separation of duties. • Create and communicate an annual budget designed to deliver to the Institute vision. • Direct expense outlays, approving all payments over the established limits. • Review and approve daily bookkeeping. • Report financial status at monthly BoD meetings. • Complete annual reports on the financial health of the Institute. • Actively contribute to fundraising either directly or through outreach. • Represent DRBI as required within the community and with potential Donors, Tenants or Suppliers. • Maintain all Health & Safety practices to code, including DRBI Code of Conduct. • This position may be performed remotely The ideal candidate: • Has a post-secondary degree or diploma in Accounting or Financial Management, with previous experience in financial reporting, preferably within a Non-Profit environment. • Has 5-10 years of post-secondary work experience in a leadership capacity. • Communicates clearly and assertively while building consensus. The measures of success: • Institute financial reports and filings are accurate, timely, and transparent • Financial advice is pro-active and focused on long-term sustainability