Board Treasurer

Generational Wealth Educators (GWE) is seeking a

financially savvy and mission-driven volunteer

to serve as

Board Treasurer . This executive officer role provides

fiscal oversight and financial leadership

at the governance level, ensuring transparency, compliance, and sustainability as GWE empowers low-income and underserved communities through financial education, wellness, and homeownership. The Treasurer works closely with the Executive Director and financial partners to ensure that the board is well-informed and that all financial activity aligns with nonprofit best practices and GWE’s long-term goals. Key Responsibilities Oversee the

development and review of financial policies

and ensure board adoption when necessary Assist with the

annual budgeting process

and present the draft budget for board review and approval Ensure the board receives timely and accurate

monthly or quarterly financial statements Alert the board to

significant budget discrepancies , cash flow issues, or financial risks Ensure GWE maintains

accurate, compliant financial records

and filings (e.g., IRS, payroll, grants) Serve as a

co-signer on checks

and financial authorizations as designated in the bylaws Oversee proper handling of

donations, reserves, and grant reporting Meet annually (or as needed) with the

external auditor or financial reviewer

and ensure follow-up on any findings Collaborate on the

Annual Report

and

present the Treasurer’s Report

at the Annual Meeting Support the board in understanding key financial trends, performance, and decisions Recommend changes to auditors or financial service providers when appropriate Ideal Candidate Background in finance, accounting, nonprofit management, or business Understanding of

nonprofit financial reporting

and compliance (or willingness to learn) Experience reviewing or managing

budgets, audits, or financial policies Familiarity with accounting software (e.g., QuickBooks) and spreadsheets (Excel or Google Sheets) High attention to detail and

commitment to integrity and accountability Ability to communicate financial matters clearly to non-financial audiences Passion for

community empowerment, economic justice, and financial literacy Why Serve as GWE’s Treasurer? Serving as Treasurer offers a unique opportunity to use your financial skills for social good. You’ll play a central role in ensuring that GWE’s programs are

well-funded, well-managed , and

well-positioned for growth

— directly supporting our mission to build generational wealth in communities that need it most.