What are the responsibilities and job description for the Financial Management Advisor position at Gamma Phi Beta?
Financial Management Advisor
The Financial Management Advisor plays a critical role in promoting chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices. This role is responsible for mentoring and coaching Financial department officers to develop as sisters and leaders. Key responsibilities include:
- Mentor and coach Financial department officers, leading educational conversations that prepare them for leadership roles and develop Gamma Phi Beta's member competencies.
- Encourage and reinforce chapter, Financial department, and officer success by reviewing monthly officer reports and following up to determine best solutions and praise accomplishments.
- Advise the financial vice president and the chapter on the annual creation of the chapter budget, ensuring it is entered into OmegaFi and submitted to Beta Base before the end of the academic year.
- Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis and following up with the FVP to hold members accountable to their financial commitment.
- Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt, and adhering to all International Gamma Phi Beta Policies and Procedures.
Preferred Competencies and Experiences:
- Self-awareness of strengths, challenges, and motivation for volunteering.
- Effective, clear, and timely written and verbal communication.
- Desire to mentor and coach collegiate women.
- Knowledge of financial best practices.
- Knowledge of Gamma Phi Beta policies, procedures, and plans.
