Project Management Institute

Portland Chapter

Volunteer Job Description Form

JOB ID / NA
JOB TITLE / VP Finance, PMI Portland Chapter
JOB DESCRIPTION / Job Overview –
The VP Finance position is elected by chapter membership. This position manages the finances of the chapter and acts as the Chief Financial Officer. In addition to setting and monitoring finance policies and procedures and driving the annual chapter budgeting process, this position manages a paid bookkeeper who handles vendor payments, customer invoicing, expense reimbursements, deposits and monthly reconciliations. This position is a member of the Executive Committee and reports to the President.
Career Benefits – This is a high profile position that can have a great impact on your career and the chapter as it interacts with all PMI Portland portfolios and other PMI principles worldwide. This position provides the opportunity to build your professional network beyond the local PMI chapter and fine-tune your leadership and executive level abilities.
Job Details – Individually or through leadership of volunteers:
Responsible for actively participating in all board functions which include developing strategic initiatives, overseeing the execution of those initiatives, attending board and committee meetings and in general, conducting PMI Portland business in a professional manner. The position is critical for supporting the chapter’s organizational requirements and sustainability of the chapter.
. Specifies duties include:
·  Maintain and manage the financial portfolio, including but not limited to the collection of chapter dues from PMI, guest payments for chapter meetings or special events and the payment of all chapter bills in accordance with chapter policies in a timely manner.
·  Establish and maintain all required chapter bank accounts and/or similar financial transactions; arrange for officer signatures as required.
·  Provide financial reporting regarding the state of finances and chapter activities to chapter membership, board and executive level volunteer leaders on a monthly basis (board meetings).
·  Develop an annual operating budget and financial statement to be included in the annual application for charter renewal.
·  Ensure the chapter has reviewed and reported required tax filings.
·  Recommend improvements in the financial process to the board.
·  Establish and maintain financial operational processes to ensure continuity of chapter operations and define, document and maintain chapter finance and travel policy.
·  Maintain the annual budget with supporting portfolio assumptions.
·  Contribute to financial planning/goal setting, investing, forecasting and budgeting for the chapter.
·  Preparation of the annual financial statements and distribute/communicate financial section of the annual report to chapter membership.
·  Provide timely information to independent auditors as required.
·  Keep an up to date inventory of all the goods and assets of the chapter.
·  Process all PMI and government required payments.
·  Ensure maintenance and storage of all historic financial documents.
·  Serve as liaison with PMI Global Operations Center (GOC) on financial matters.
·  Prepare financial guidelines and procedures for the chapter along with the board of directors.
·  Analyze cost impact and income benefits of all activities proposed by the board of directors.
·  Review any chapter contract, agreement and insurance documents.
·  Distribute information, materials and/or fees received from the PMI GOC to appropriate officers in a timely manner.
·  Confirm and check bank accounts monthly and prepare budget to actual, balance sheet and other necessary financial statements to present to the board of directors each month.
·  Monitor the chapter PO Box and distribute information to the respective board member.
·  Develop and implement succession and transition plan for the Finance portfolio.
·  Seek to promote and mentor chapter members that desire to volunteer as a way to develop/strengthen their project management skills.
·  Follow Chapter bylaws, policies and procedures; strive to fulfill the Chapter’s mission, values, and strategic plans.
Required Skills/Qualifications: Knowledge of Financial Planning, Generally Accepted Accounting Principles (GAAP), analytical thinking and legal awareness. The ability to delegate to others yet provides support. A strong desire to make a difference in the PMI community is essential. Active membership in-good-standing in both PMI-Portland and PMI Global is required. PMP certification is preferred.
JOB DURATION / July 2013 through June of 2014
TIME COMMIT / WEEK / 2 to 6 hrs / week
PDUs** / 1 PDU per hour of volunteer service up to 45 PDUs in a 3 year cycle period
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