ST.

THOMAS' CHURCH JOB DESCRIPTION

TREASURER

Position Position Requirements

Elected. two year term (option for one two year renewal) The Treasurer should be at least 18 years of age, Baptized. and a regular communicant, and should be experienced in financial control, budgeting and Revenue Canada Tax guidelines, and familiar with the operation of personal computers, being comfortable using PC based software. Corporation, Vestry Envelope Secretary, Money Counters Stewardship Chair, Envelope Secretary, Parish Secretary Maintain the financial records of the Parish, by coordinating the preparation of the yearly budget, maintaining financial records in accordance with Diocesan guidelines, preparing and completing all necessary tax documents, collection and disbursement of finds and management of investments. The duties of this position will include but are not limited to the following;
Financial records: a) maintain and update current financial records using Simply Accounting Software b) prepare all cheques for signature c) maintain financial records in compliance with Diocesan guidelines for retention Reporting: a) summarize and report financial data to the Corporation. Vestry, and the congregation. This inciudes monthly financial reports to Vestry, and at least quarterly financial updates to the congregation via newsletters andlor pew bulletin updates b) complete and present the financial summary of the year's operations to the congregation at the Annual General Meeting. c) prepare Parish statistical reports related to the financiai operations of the parish for the diocese and Vestry. d) provide reports to staff'and program leaders on the financial performance for their area of responsibility.

Responsible to Responsible for Liaison Person(s) Results Statement

Duties

Tax Compliance a) prepare appropriate Revenue Canada returns and reports, including the GST rebate and annual Charity Information return
Budget a) coordinate the preparation of the annual budget b) financial management of all investments

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Meetings a) attend and participate in meetings of the Corporation b) attend and participate in meetings of the Planned Giving Fund Management Group Collective Vestry Responsibility: Attend and Participate in Vestry in accordance with Canon ( 5 ) clause 63, (a) to (e). Overlap of Responsibilities

The incumbent Treasurer should identify and recruit an intern to train for eventual take over of the position. The incoming Treasurer should work with the previous Treasurer for a period of at least six months before assuming the Treasurer's duties.

Approved by Special Congregational meeting 21 March 2000