Financial and Membership Facilitator

WREA Financial and Membership Facilitator-July 2023

Office Administration:

maintain confidentiality of membership records and other WREA business

proficient in Word, Excel, Outlook, Power Point and Cloud based receptacle

Financial:

assist Executive Director and WREA Treasurer with budget development for the WREA and the WREA Foundation

responsible for maintaining financial records for the WREA and the WREA Foundation

prepare both the WREA and the WREA Foundation monthly report

prepare both the WREA and the WREA Foundation budget worksheets

work with the WREA and the WREA Foundation treasurers to review investments

prepare both the WREA and the WREA Foundation bank deposits

reconcile both the WREA and the WREA Foundation bank statements

assume primary responsibility in facilitating both the WREA and the WREA Foundation annual compilation