JOB TITLE



Volunteer Job Description Form

|JOB TITLE |VP of Finance, PMI Portland Chapter |

|JOB DESCRIPTION |Job Overview – |

| |The VP Finance position is elected by chapter membership. This position manages the finances of the chapter and |

| |acts as the Chief Financial Officer. In addition to setting and monitoring finance policies and procedures and |

| |driving the annual chapter budgeting process, this position manages a paid bookkeeper who handles vendor |

| |payments, customer invoicing, expense reimbursements, deposits and monthly reconciliations. This position is a |

| |member of the Executive Committee and reports to the President. |

| |Career Benefits – This is a high profile position that can have a great impact on your career and the chapter as |

| |it interacts with all PMI Portland portfolios and other PMI principles worldwide. This position provides the |

| |opportunity to build your professional network beyond the local PMI chapter and fine-tune your leadership and |

| |executive level abilities. |

| |Job Details – Individually or through leadership of volunteers: |

| |Responsible for actively participating in all board functions which include developing strategic initiatives, |

| |overseeing the execution of those initiatives, attending board and committee meetings and in general, conducting |

| |PMI Portland business in a professional manner. The position is critical for supporting the chapter’s |

| |organizational requirements and sustainability of the chapter. |

| |. Specifies duties include: |

| |Maintain and manage the financial portfolio, including but not limited to the collection of chapter dues from |

| |PMI, guest payments for chapter meetings or special events and the payment of all chapter bills in accordance |

| |with chapter policies in a timely manner. |

| |Establish and maintain all required chapter bank accounts and/or similar financial transactions; arrange for |

| |officer signatures as required. |

| |Provide financial reporting regarding the state of finances and chapter activities to chapter membership, board |

| |and executive level volunteer leaders on a monthly basis (board meetings). |

| |Develop an annual operating budget and financial statement to be included in the annual application for charter |

| |renewal. |

| |Ensure the chapter has reviewed and reported required tax filings. |

| |Recommend improvements in the financial process to the board. |

| |Establish and maintain financial operational processes to ensure continuity of chapter operations and define, |

| |document and maintain chapter finance and travel policy. |

| |Maintain the annual budget with supporting portfolio assumptions. |

| |Contribute to financial planning/goal setting, investing, forecasting and budgeting for the chapter. |

| |Preparation of the annual financial statements and distribute/communicate financial section of the annual report |

| |to chapter membership. |

| |Provide timely information to independent auditors as required. |

| |Keep an up to date inventory of all the goods and assets of the chapter. |

| |Process all PMI and government required payments. |

| |Ensure maintenance and storage of all historic financial documents. |

| |Serve as liaison with PMI Global Operations Center (GOC) on financial matters. |

| |Prepare financial guidelines and procedures for the chapter along with the board of directors. |

| |Analyze cost impact and income benefits of all activities proposed by the board of directors. |

| |Review any chapter contract, agreement and insurance documents. |

| |Distribute information, materials and/or fees received from the PMI GOC to appropriate officers in a timely |

| |manner. |

| |Confirm and check bank accounts monthly and prepare budget to actual, balance sheet and other necessary financial|

| |statements to present to the board of directors each month. |

| |Monitor the chapter PO Box and distribute information to the respective board member. |

| |Develop and implement succession and transition plan for the Finance portfolio. |

| |Seek to promote and mentor chapter members that desire to volunteer as a way to develop/strengthen their project |

| |management skills. |

| |Follow Chapter bylaws, policies and procedures; strive to fulfill the Chapter’s mission, values, and strategic |

| |plans. |

|ROLE-SPECIFIC SKILLS |Documentation skills/financial record keeping |

| |Knowledge of financial planning |

| |Knowledge of Generally Accepted Accounting Principles (GAAP) |

| |Accounting software/tools (e.g., Quick Books, Excel) economics |

| |Analytical thinking |

| |Basic knowledge of economics |

| |Legal awareness |

|REQUIRED SKILLS/QUALIFICATIONS |Knowledge of Financial Planning, Generally Accepted Accounting Principles (GAAP), analytical thinking and legal |

| |awareness. |

| |The ability to delegate to others yet provides support. |

| |A strong desire to make a difference in the PMI community is essential. |

| |Active membership in-good-standing in both PMI-Portland and PMI Global is required. |

| |PMP certification is preferred. |

|JOB DURATION |July 20xx through June of 20xx |

|TIME COMMIT / WEEK |4 to 8 hrs / week |

|HOW TO APPLY | |

|PDUs** |1 PDU per hour of volunteer service. Maximum 25 PDUs / 3–year cycle. A maximum of 8 PDUs for “working as a |

| |Professional”. |

|CONTACT NAME | |

|CONTACT PHONE | |

|CONTACT E-MAIL |presidentelect@pmi- |

| | |

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