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ST. THOMAS' CHURCH JO B DESCRIPTIONTREASURERPosition Elected. two year term (option for one two year renewal)Position R equirements The T reasurer should be at least 18 years of age, Baptized. and a regu larcommunicant, and should be experienced in financial control, budgeting and

Reven ue Canada Tax guidelines, and familiar with the operation o f personalcomputers, being com fortable using PC based software.Responsible toResponsible forLiaison Person(s)Results Statement

Duties

Corporation, VestryEnvelope Secretary, Money CountersStewardsh ip Chair, Enve lope Sec retary, Parish SecretaryMaintain the financial records of the Parish, by coordinating the preparation ofthe yearly budget, maintaining financial records in accordance with Diocesanguidelines, preparing and completing all necessary tax documents, collection anddisbursement of fin ds and m anagement of investments.Th e duties o f this position will include but a re not limited to the follow ing;Financial records:a) maintain and update current financial records using Simply AccountingSoftwareb) prepare all cheques for signaturec) maintain financial records in compliance with Diocesan gu idelines forretentionReporting:a) summarize and report financial data to the Corporation. Vestry, and thecongregation. This inciudes monthly financial reports to Vestry, and at leastquarterly financial updates to the congregation via newsletters andlor pewbulletin updatesb) complete and present the financial summary of the year's operations to thecongregation at the A nnual General Meeting.c) prepare Parish statistical reports related to the financiai operations of the parishfor the diocese and Vestry.d) provide reports to staff'and program leaders on the financial performance fortheir area of responsibility.Tax Compliancea) prepare appropriate Reven ue Canada returns and reports, including the G STrebate and annual Charity Information returnBudgeta) coordinate the preparation of the annual budgetb) financial management of all investments

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Treasurerpage 2 of 2

Meetingsa) attend and participate in me etings o f the Corporationb) attend and participate in meetings of the Planned Giving Fund M anagemen tGroup

Collective Vestry Responsibility:Attend and Participate in Vestry in accorda nce with Canon ( 5 )clause 63, (a) to (e).Overlap of Responsibilities Th e incumbent Treasurer should iden tify and recruit an intern to train for eventuatake over of the position. The incom ing Treasurer should work with the previousTreasu rer for a period of at least six months before assuming the Tre asu rer'sduties.

Approved by Special Congregational meeting 21 March 2000