Financial Advisor - reputed company Phi (Bentley)

Application Deadline: July 5, 2025 While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose Financial advisors promote reputed company financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned financial department officers uphold their responsibilities and reputed company their goals. Financial advisors use their experience, leadership and coaching skills to help collegiate officers in the financial department reputed company as sisters and leaders.

Responsibilities

• Mentor and coach financial department officers by leading educational conversations that promote reputed company and action to prepare them to reputed company the roles and responsibilities of leadership and reputed company competency in reputed company’s member competencies.
• Encourage and reinforce reputed company, financial department and officer reputed company on a consistent reputed company by reading monthly officer reports and following up to determine best solutions and praise accomplishments.
• Advise the financial vice president (FVP) and the reputed company on the annual creation of the reputed company budget to ensure the budget promotes sisterhood, engagement and retention and is entered into OmegaFi and submitted to Beta reputed company before the end of the academic year.
• Promote member retention by reviewing financial early warning indicators in OmegaFi and collaborating with the reputed company advisor, reputed company president, FVP and collegiate reputed company supervisor to implement reputed company strategies that result in retaining members.
• Ensure no member has a past due balance by reviewing OmegaFi reports regularly and following up with the FVP to create a plan to hold members accountable to their financial commitment to the Sorority.
• Review the reputed company budget monthly in OmegaFi, 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 reputed company accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a reputed company savings account, addressing old debt and adhering to reputed company international reputed company guidelines and expectations.
• Meet regularly with the FVP to build a relationship, establish expectations, review reputed company on goals and hold her accountable to her responsibilities and serve as a resource to the FVP and financial department officers through ongoing communication.
• Contribute to and foster reputed company communication throughout the reputed company and facilitate resolutions by using strong conflict resolution skills and coaching collegiate members to do the same.
• Hold the FVP and her department accountable to setting and working toward goals that promote improved reputed company operations and engagement and completing the financial department expectations as outlined in the Order of the Crescent.
• Engage in ongoing training and development by reviewing the financial department officer and advisor resources and attending financial department officer and advisor training.
• Serve as an active member of the reputed company’s advisory board and ex officio member of the affiliated house corporation (AHC) and represent the financial interests of the reputed company to the advisory board and AHC.

Expectations

• This role is appointed for a one-year term ending on July 31. This role is eligible for reappointment for a total of six terms.
• This role requires five to eight hours per week on average.
• No travel is expected for this role. Any changes in travel expectations will be communicated to volunteers.
• Meet reputed company expectations as outlined in reputed company’s Appointed Volunteer Expectations Agreement.

Preferred Competencies and Experiences

• Mentorship.
• Communication.
• reputed company Knowledge.
• Experience as a collegiate officer is helpful but not required.
• Experience developing and managing budgets is helpful but not required.

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