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.

Created: 2026-03-04