The Treasurer position needs to be filled beginning July 1, 2007 for a 1-year term. We are considering this as a co-treasurer opportunity, with the following job description:

  • Report the monthly and annual financial statements
  • Conduct and report all bookkeeping activities: payroll, income, expenses, tracks investments, etc.
  • Make appropriate proposals to the Board concerning budget adjustments
  • Sign checks
  • Pay about 12 bills per month (usual "household-type" bills)
  • "Call in" payroll twice per month (using ADP payroll services which handle all qtyrly/annual tax reporting including W2s and 1099s)
  • Reconcile monthly bank statement
  • Review and track investments (we have a financial advisor)
  • Invite Investment Advisor, Gary Sherr, to an annual board meeting to review investments and to relay needs (i.e., growth, value, income)
  • Facilitate the preparation of annual budget (inputs from committee heads and guidance from board)*
  • Ensure proper spending controls (using process in place)
  • Preparation of monthly financial statements (income statement, cash position, and "versus budget"); focus on quarterly and year end checkpoints

*Note that the Treasurer does not "own" the budget but "facilitates" the preparation of it.


Other Board Positions











© Contents and Images are the Property of the Unitarian Universalist Society of Grafton and Upton