| Title: |
Fiscal & Management Review Team Member
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| Reports To: |
Fiscal & Management Team Chairperson – Dann O’Shea
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| Staff: |
Community Impact Staff – Christina Hann, Vice President; Shannon Feeney, Rosy George, Doug Mouncey, Nancy Cole
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| Purpose: |
Responsible for reviewing and assessing the financial viability and solvency of agencies applying for funding from United Way of Central New York
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| Primary Duties: |
Responsible for the review and critique of assigned Fiscal & Management applications as part of the 2011 - 2014 Community Program Fund Allocation process, including:
- Organizational practices: review of documents such as articles of incorporation; by-laws; Board minutes; strategic plans; etc.
- Fiduciary oversight: review of documents such as audits and management letters; 990’s; fiscal policies and procedures; etc.
Review will include independent review of assigned applications, as well as group discussion and recommendations to the Community Impact Cabinet regarding agencies to be invited to submit Program Applications. Only agencies that pass the Fiscal & Management Review are eligible to submit a Program Application(s).
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| Commitment & Timeline: |
Review approximately five Fiscal & Management applications during the 2011 – 2014 Community Program Fund allocations process.
Responsibilities require the team member to attend one formal training session, review the assigned applications and attend the Fiscal & Management Review Team meetings.
Estimated time commitment is attendance at a two-hour training session, approximately two hours per assigned Fiscal & Management application for a total of 10 - 12 hours and attendance at approximately three, two-hour Team meetings.
Intensity of service is September – October 2010.
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| Qualifications: |
- Experience with fiscal issues preferred.
- Commitment to the vision, mission of United Way.
- Commitment to and belief in community service and volunteerism.
- Ability and willingness to promote United Way through professional and personal networks.
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