Treasurer

Are you a senior level accountant looking for your next challenge? Why not consider the Board role of Treasurer for the BC Chapter of the American Marketing Association?

As a key member of the BCAMA board and executive team, you’ll be responsible for ensuring the stewardship of all inbound and outbound funds. The treasurer sits on the Executive committee alongside the President, Immediate Past President, President-Elect and Vice President and reports directly to the President.

 

Responsibilities

  • Provide official sign-off on financial records and ensure recordkeeping complies with Canadian accounting standards.
  • Ensure all government remittances according to regulations (GST and Income Tax) by bookkeeper.
  • Prepare the preliminary chapter budget based on estimates of chapter officers with the bookkeeper. Submit to the Board for approval and revisions.
  • Prepare monthly financial overviews to present at the monthly board meeting for review/approval by Board.
  • Reconcile revenues collected via electronic payment, cash and check to event registrations on a monthly basis and records in QuickBooks.
  • Provide monthly financial updates to the Board and address concerns.
  • Maintain chapter financial files.
  • Review all contracts that have financial implications to the BCAMA (sponsorship contracts, venue and AV contracts, etc).
  • Assist board members with event budgeting, break-even analysis, and price modelling.
  • Provide timely feedback and responses to the board director and executive requests within 24 hours.
  • Act as Executive contact for office/bookkeeper.
  • Review and approve all invoices for payment (present to the President for approval).
  • Liaise with International Headquarters (IH) and office to ensure all reporting requirements and information submissions are handled in a timely and accurate manner (Bookkeeper posts monthly financials along with board meeting announcements and minutes to BCAMA archive folders), otherwise AMA penalties apply.
  • Propose investment opportunities and strategies, and also conduct investment analysis.
  • Identify financial impacts and prepare Cost and Sensitivity analysis.
  • Proactive management of all financial affairs of the association.
  • Governs the association assets and enforce internal control policies.
  • Liaise with financial institution representatives and external customers and updates signatories annually, prior to July 1.
  • Assist with year-end financial review with the auditor.
  • Prepare year-end financials and present to AGM.

 

Qualifications/Requirements

Work Experience

  • Candidates must have a minimum of 7 years of work experience in senior-level accounting roles and holds a CPA designation.
  • Experience using QuickBooks or similar software to manage financials.
  • Knowledge of BC Society Act that governs not for profit organizations.

 

Additional Requirements

(Required of all BCAMA Directors)

  • BCAMA directors must be a member of good standing with the organization, and meet qualifications outlined in our bylaws (ex: 18 years of age; not convicted of an offence involving fraud)
  • Recruit, manage, and inspire committee managers and members.
  • Act as an ambassador of the BCAMA, connecting with members of the marketing community to promote BCAMA benefits and initiatives, including events.
  • Develop relationships with members through one-on-one ambassador assignments (with profile matching).
  • Open opportunities for new partnerships (sponsorships) for the BCAMA
  • Attend minimum 80% of monthly Board meetings
  • Attend and support BCAMA events throughout the year
  • Help promote all BCAMA events through their network
  • Commit to 2 years in this portfolio

Reports to

  • President

 

Interested In Learning More?

To learn even more about this position or to schedule a brief call to discuss the role in greater detail, we invite you to reach out to Trina Notman (President, BCAMA).

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