PROBUS CANADA MISSION:

Provide regular monthly and other gatherings (events) for retired and semi-retired individuals who appreciate and value opportunities to meet with others of similar interests.

PROBUS CANADA OVERVIEW:

Probus is a volunteer-based, non-profit, non-political, non-sectarian fellowship organization with over 4,000 clubs worldwide (250 in Canada with 35,000+ members). Focused on promoting healthy minds and bodies in a venue of socializing, with other retirees in the communities.

ROLE TITLE: Treasurer            NAME: Dave Mathieson               ROLE TENURE: 2 years

ROLE OVERVIEW:

Manage, prepare, present and control financial information (budget and actual) from the President’s direction; informing at Leadership monthly meetings. Participate with related internal decision making, in support of 300 members.

• Revenues: include annual Membership Fees plus ad hoc income from specific events
• Expenses: generally associated with Leader / Member monthly meetings and events

Core Values: integrity / professional competence and behavior / confidentiality                                                                                                 

PRIMARY SKILLS:

• Financial document preparation: Tracking and inputting Revenue and Expenses against monthly plan numbers
• Financial software proficiency (ie QuickBooks)
• Financial analysis
• Teamwork: within / across a team of volunteer retirees (8-10) / financial guidance as requested
• Skills: Basic Accounting / Organization / Manage Deadlines / Communication and Interpersonal

RESPONSIBILITIES:

• Receivables: (1) Reconcile membership and other revenues (2) Track and report as directed
• Payables: (1) Oversee expenses and cheque distribution (2) Control the individual Expense Reimbursement process
• Financial Reporting: (1) Identify relevant transactions – recording debit and credit entries  (2) Report at monthly Leadership meetings including over / under achievement to Budget (3) Match revenues / expenses to cost centers and programs / events
• Financial Controls: (1) monthly bank reconciliation (2) bank account (signing authorities) and cheque controls
• Registration: annually to Probus Canada office