Non-Profit Board Treasurer; Volunteer

Volunteer Board Treasurer

Friends of the La Mesa Library is seeking a Volunteer Board Treasurer
.

If you have financial expertise and are looking for a way to give back in a role that truly matters this may be the role for you.

The Friends of the La Mesa Library is a nonprofit organization dedicated to supporting and enhancing library services in the La Mesa community. Established in 1969, the organization is committed to promoting education and communication between local libraries and residents. As a 501(c)(3) nonprofit, it works to advocate for the importance of a modern and effective library system and address the needs of library patrons.

The organization plays a vital role in fostering a strong connection between the community and its library.

This is a part time volunteer position based in La Mesa, CA. The Treasurer will oversee and manage the organization’s financial operations, which include preparing financial statements, managing accounts, budgeting, and coordinating financial planning activities. Additional responsibilities include ensuring compliance with financial regulations, providing regular financial reports to the board, and assisting with fiscal planning and decision-making to sustain the organization’s mission and goals.

• Lead annual budget process for board approval
• Lead 501c3 Tax filing
• Lead Renewal of Registrar of Charities
• Review org to ensure we are in compliance
• Ability to define growth/investment strategy for funds from donors that exceed annual operating needs
• Prepare quarterly look at finances to budget & communicate insights to Board
• Attend Board Meeting

• Reconcile Accounts (currently using Quickbooks)
• Manage Reimbursement process
• Manage accepting donations & receipts
• Deposit cash from bookstore into bank

• Advise the board on financial matters with clear communication and facts to support recommended approach
• Define and document effective processes in the finance area
• Communicating with clarity using facts

We are open to certain tasks being delegated to other volunteers but need this person to be able to know what good looks like and can guide strategically and tactically.

• Strong understanding of Financial Statements and Accounting principles
• Ability to modernize financial process with technology such as accepting credit cards
• Attention to detail and proficiency with accounting software (Quickbooks) and financial tools
• Ability to answer financial questions such as "How might we sell items in our bookstore that are not books. Such as headphones? Do we need to track that separately to pay tax on those items?"

• Prior experience in nonprofit financial management
• Experience with Document Management in Google Drive, Google Docs, Google Sheets experience preferred

If you would like to chat about this role and learn more, please reach out to Kirsten Iversen at president.