[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.ResponsibilitiesMentor 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 competenciesEncourage 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 accomplishmentsAdvise 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 yearEnsure 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 SororityReview 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 FVPPromote 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 ProceduresMeet 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 communicationContribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the sameHold 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 CrescentComplete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor trainingRepresent 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 ariseSkillsEntry Level experienceAbility to mentor and coach Financial department officersExperience in leading educational conversationsAbility to encourage and reinforce chapter and officer successExperience advising on the annual creation of a chapter budgetAbility to review and follow up on outstanding balancesExperience reviewing budget variance reportsKnowledge of sound financial management practicesAbility to meet regularly with the Financial Vice PresidentExperience in fostering open communication and conflict resolutionAbility to hold officers accountable to goalsCommitment to ongoing training and developmentExperience representing financial interests on advisory boardsAbility to collaborate with finance supervisorsAvailability of five to 15 hours per weekWillingness to travel up to two days per yearAbility to learn and utilize Beta Base and OmegaFiCompletion of Fidelity volunteer online lessons and OmegaFi trainingConduct training conversations within six weeks of appointmentAttendance at advisory board meetings and retreatsAttendance at financial department meetings and other required meetingsAbility to respond to communication within 48 hoursGood standing by paying international alumnae dues or being a Life Loyal memberSelf-awareness of strengths, challenges and motivation for volunteeringEffective, clear and timely written and verbal communicationDesire to mentor and coach collegiate womenKnowledge of financial best practicesKnowledge of Gamma Phi Beta policies, procedures and plansAbility to lead educational conversations that promote competency developmentCompany OverviewIn Gamma Phi Beta Sorority, you get to be you – and become the best you possible! Our lifetime leadership and educational opportunities equip strong, intelligent women with the tools they need to achieve their greatest potential at any stage in life. It was founded in 1874, and is headquartered in Centennial, Colorado, USA, with a workforce of 51-200 employees. Its website is https://www.gammaphibeta.org/.