[Remote] Financial Advisor - Epsilon Nu (Chapman)

Note: The job is a remote job and is open to candidates in USA. Gamma Phi Beta International Sorority is seeking a Financial Advisor to promote chapter financial wellness. This volunteer role involves mentoring and coaching collegiate officers in financial management practices, ensuring budget compliance, and fostering communication within the chapter.

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

Skills

• Entry Level experience
• Ability to mentor and coach Financial department officers
• Experience in leading educational conversations
• Ability to encourage and reinforce chapter and officer success
• Experience advising on the annual creation of a chapter budget
• Ability to review and follow up on outstanding balances
• Experience reviewing budget variance reports
• Knowledge of sound financial management practices
• Ability to meet regularly with the Financial Vice President
• Experience in fostering open communication and conflict resolution
• Ability to hold officers accountable to goals
• Commitment to ongoing training and development
• Experience representing financial interests on advisory boards
• Ability to collaborate with finance supervisors
• Availability of five to 15 hours per week
• Willingness to travel up to two days per year
• Ability to learn and utilize Beta Base and OmegaFi
• Completion of Fidelity volunteer online lessons and OmegaFi training
• Conduct training conversations within six weeks of appointment
• Attendance at advisory board meetings and retreats
• Attendance at financial department meetings and other required meetings
• Ability to respond to communication within 48 hours
• Good standing by paying international alumnae dues or being a Life Loyal member
• 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 that promote competency development

Company Overview