Treasurer

Job Description

Treasurer

Volunteer Board Officer | Remote | Nonprofit Financial Oversight

Accountable to the Board of Directors; works with the President & CEO and CFO or accounting support.

Position purpose

Lead Board financial oversight for Repatriate Our Patriots, supporting transparent stewardship of donor and grant funds, informed decisions, effective controls, and financial sustainability as ROP serves veterans and military families.

Key responsibilities

• Board financial reporting Review financial statements, cash balances, budget-to-actual results, and variances. Present Board updates explaining risks, funding needs, and recommended actions.
• Budget and cash oversight Coordinate Board review of the annual budget and revisions with the CEO and CFO. Monitor cash-flow forecasts, commitments, and reserves; flag concerns early.
• Independent financial review Review reconciliations and reports prepared by others. Confirm that income, expenses, reimbursements, and unusual transactions have appropriate documentation and approval.
• Controls and financial policies Monitor purchasing, payment, reimbursement, banking-access, and record-retention procedures. Maintain separation of duties or documented independent review when staffing is limited.
• Restricted funds and assistance Review donor restrictions, grants, campaigns, and client-assistance funds. Confirm spending follows approved purposes, including emergency assistance and immigration bond support.
• Compliance and external review Monitor filing deadlines and confirm responsible staff or advisers submit applicable tax returns, state filings, and grant reports. Support external reviews or audits and track corrective actions.
• Finance coordination Lead a finance committee if established. Coordinate with the CEO, CFO, bookkeeper, and advisers; hand off records and outstanding matters at the end of service.

Expected deliverables and commitment

Provide financial updates at regular Board meetings, cash-flow and restricted-fund reviews, an annual budget recommendation, and compliance-status reports. Initial priorities include reviewing records, outstanding reconciliations, authorities, and policies. Attend Board meetings and agreed finance check-ins; maintain availability for budget decisions and filing deadlines. Schedule and term follow onboarding arrangements and ROP’s bylaws.

Required Qualifications and Onboarding

• Accounting or financial-management experience; ability to interpret financial statements, budgets, and cash-flow reports.
• Familiarity with nonprofit controls, donor-restricted funds, grant accounting, and compliance oversight.
• Sound judgment, confidentiality, clear communication, and reliable availability for Board meetings and agreed deadlines.
• Successful completion of ROP’s background check before access to financial systems or sensitive records.
• Signed volunteer and confidentiality agreements, applicable nondisclosure and data-protection agreements, and a conflict-of-interest disclosure with ongoing updates.
• Completion of ROP onboarding and review of bylaws, financial policies, approval procedures, and information-security expectations.

Preferred: CPA or equivalent qualification, nonprofit Board experience, and familiarity with Xero.

Authority and accountability

• Appointment or election follows ROP’s bylaws. The Treasurer oversees financial operations assigned to the CFO and accounting support; overlapping duties require independent review. Banking access, signing authority, and payment approvals require explicit authorization. Do not approve personal reimbursements or independently authorize unbudgeted spending. Protect sensitive information and disclose conflicts promptly.