While financial management is the primary focus of the Treasurer, the entire board shares the responsibility of financial oversight and accountability. Financial management and/or oversight. A Treasurer oversees the management of the financial affairs of the organization, including selecting a bank, reconciling bank statements, and managing cash flow. – Responsible for investing funds consistent with…
Our mission is to provide quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support serving individuals with mental health, developmental, and physical disabilities of all ages in MA and RI communities. PLAN is the oldest and largest pooled trust in New England. We currently…
Responsible for preparing the budget, ensuring the organization has viable business plans, keeping abreast with new developments in the nonprofit accounting laws and principles, making sure all staff members follow appropriate ethical standards when dealing with money issues.
