BOD Position Descriptions – Treasurer

Position Summary – Treasurer

The Treasurer acts as a financial advisor to the chapter Board of Directors, maintains the chapter mailbox, and distributes mail to the appropriate officer, director, or chair. Files appropriate forms and information with the IRS.

Reports To:

  • Members of the Chapter
  • The Chapter President

Key Responsibilities

  • Fulfill the role of financial officer and advisor to the chapter.
  • As an elected officer of the chapter, take part in discussion and action on all business of the chapter. As financial advisor, assess the financial implications of proposed actions by the Board of Directors and inform the board prior to final decisions being made. Observe the financial direction of the chapter, recognize possible financial problems, and bring such problems to the attention of the Board of Directors for action.
  • Receive, hold, and safeguard, in the capacity of trustee and financial agent, all funds for the chapter.
  • Disburse funds only for normal and usual uses unless the chapter's Board of Directors otherwise directs.
  • Maintain the chapter mailbox and distribute mail to the appropriate officer, director, or chair.
  • File appropriate forms and information with the IRS.
  • Participate in the development and implementation of short-term and long-term strategic planning for the chapter.
  • Represent the chapter in the human resources community.
  • Attend all monthly meetings and Board of Directors meetings.

Requirements

  • Must be a SHRM national member and Chapter member in good standing.

 

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