Financial Advisor - Delta Theta (California Polytechnic State)

Application Deadline: Open Until Filled While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders. Responsibilities Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta’s member competencies. Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments. Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget 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. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority. Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP. 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. Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication. Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same. Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent. Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training. Represent the financial interests of the chapter by serving as an active member of the chapter’s advisory board and ex-officio member of the affiliated house corporation (AHC). Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise. Expectations This role requires five to 15 hours per week on average. Travel: Volunteers in this role will be expected to travel up to two days per year. Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter. Complete all Fidelity volunteer online lessons and OmegaFi training. Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment. Attend all advisory board meetings, retreats and calls. Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats. Respond to all communication within 48 hours. Be in good standing by paying international alumnae dues or being a Life Loyal member. 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 Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta’s member competencies