Nonprofit Board of Directors Financial Services Executive

Here to Serve Inc•Los Angeles, CA

8d•Remote

About The Position

This is a NON-PAID philanthropic board member position for a Board Financial Executive. This role is purely philanthropic and is intended for an executive who wishes to give back, particularly if they have personal experience with the cancer journey of a friend or loved one. As a "working board," members are expected to be involved in operations, donating approximately 5 hours per week. A donation requirement exists because funders, including grant foundations, mandate that the board be donors before providing grants. The ideal candidate will possess expertise in wealth planning, asset management, hedge funds, and investments, with active involvement in wealth management and growth. This individual should be motivated by the social impact of serving a board that aims to change the lives of families impacted by cancer. The role requires a strong understanding of how to positively influence individuals with means who wish to support a worthy organization. Additionally, the candidate should be able to connect with others in their field to share the mission and vision of supporting families with children battling cancer.

Requirements

Financial Planning required
Fundraising required
Financial Services required
Financial Management required
Budgeting required
Budget Management required
Experience in QuickBooks Bookkeeping
Experience in Budgeting
Experience in Projections
Experience in Finance
Experience in Fundraising
Experience in Lead Prospecting Potential Donors
Experience in Reporting
Experience in 990 preparations
Experience in Board Financial Reports
5-10 years of job experience (not board member experience)

Nice To Haves

Experience in nonprofit organizations is a plus.
Experience in wealth planning, asset management, hedge funds, and investments.
Actively involved in wealth management and growth.
Knowledge of how to positively impact people of means who wish to direct their giving to a worthwhile organization.
Ability to connect with others in their field to share the mission and vision.

Responsibilities

Serve on the finance committee and assist with financial matters, including developing budgets, bookkeeping, and preparing the annual IRS 990.
Collaborate with the chief executive and treasurer to ensure timely distribution of financial reports to the board.
Assist the chief executive and treasurer in preparing the annual budget and presenting it to the board for approval.
Work with the CEO to develop project budgets for grant applications.
Help identify major donor prospects.
Act as a champion for Here to Serve with potential donors.
Ensure the development and board review of financial policies and procedures.
Assist with fundraising efforts targeting individuals with means who are familiar with cancer and wish to help families navigate the disease.