Posted by PDG Jeanie Morgan
District 5495 is now recruiting for a district treasurer who will officially serve the district from July 2021-June 2023.  The spring of 2021 will be a training and orientation period working with the current Treasurer.  The ideal candidate will have experience in posting into an on-line accounting system with the capacity of isolating income and expenses into various committee and program classes.  Additionally, we hope to find someone who has demonstrated interest in supporting the District in a Leadership capacity by graduating from Rotary Leadership Institute (RLI) and/or Rotary Leadership Academy (RLA).  Job requirements include but are not limited to the following:
  • Attend Quarterly Finance Committee meetings with voice but no vote  
  • Prepare quarterly financial statements 
  • Work with incoming District Governor to help them prepare budget for their year of service
  • Work with the accounting firm conducting the required annual review 
  • Provide required annual reports to Rotary International
  • Provide required annual financial report to Club Presidents
  • Work with individual or firm hired to file annual tax returns  
  • Issue semi-annual dues invoices to all clubs in the District and follow up to ensure all dues are paid.  
  • Daily attention and prompt response to the financial activities of the various committees and programs operating under the District’s taxpayer identification number 
  • Ensure clear communication and confidence in the fiscal integrity of Rotary District 5495 
Please forward your interest listing your qualifications to DISTRICT TREASURER