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Pick Your Poison 〰️

 

TREASURER

GENERAL OVERVIEW OF ROLE:

The treasurer is a member of the CAB executive board who is charged with the oversight of all financial transactions, budgetary decisions, purchasing processes, and other necessary tracking of monetary information. This position is also a part of the “Admin.” team of the executive board.

DUTIES:

*Although the list below aims to be a comprehensive view of what this role will entail, all roles on CAB are subject to change and duties are likely to be expanded or contracted during your time serving in this role.

  • General Duties:

    • Maintain an up-to-date financial record of all business transactions, including but not limited to online purchases, SORC credit card purchases, returns, refunds, ticket sales, and merchandise sales.

    • Preside over all of CAB’s financial tracking platforms to make sure they are consistently updated and especially accurate. Most notably, this includes web*finance, but may also include other platforms.

    • Hold regular meetings with all individual committee directors to reconcile their respective committee budgets and transaction history.

    • Keep directors informed about all purchases that their committee members request to be made.

    • Compile an annual report of all expenses made during the fiscal year.

    • Coordinate the assembly of presentation materials for SAFAC’s annual allocation presentations in winter term.

    • Process all purchase requests and address any holdups with / questions about their payment.

    • Communicate with the CAB advisor/purchaser to make sure that all requested purchases are fulfilled within a timely manner and that all supplies will be acquired in time for their respective event.

    • Keep event planners informed about the status of their purchases.

  • Ticketing Management Duties:

    • Act as the main point of contact for the ticketing manager regarding any financial questions or concerns.

    • Oversee all ticketing transactions, including purchases and refunds.

PREFERRED EXPERIENCE / PREREQUISITES:

  • Required Experience:

    • No specific requirements.

  • Preferred Qualities:

    • This person should have some understanding of accounting, a relentless commitment to organization, and an interest in financial management.

Helpful Info + Resources

REPORTS TO:

This position reports to the President + the general board of CAB.

POSITION TYPE:

Full-time, exec

MEMBER REQUIREMENTS:

Event Volunteer: 2
Office Hours: 10 (at least one per week of each academic term)
Surveys: All
GBMs: All
Committee Meetings: Exec ONLY + Committee Meetings if requested by Director

POSITION-SPECIFIC TOOLS…

  • To access Web*Financials a.k.a. “web finance” please use the following link and the credentials you have been provided by the previous treasurer or SAFAC.

    Web*Financials Sign-In

    *If you do not think you have the correct credentials, please contact the current president and they will assist you in accessing this platform.

  • This guide will help you smoothly transition all of your knowledge and logistics to the next CAB Treasurer.

Project Management

monday.com is the platform that we use to manage all of our projects, initiatives, member requirements, and so much more.

Software Station

Use the link below to go to the “software station” where you can find descriptions of/help with all of the programs and platforms that CAB uses to operate!