Deliverables

Monthly financial reports such as profit and loss, balance sheet, and cash flow submitted to the Executive Team and Board.
Annual budget and financial forecasts aligned with strategic goals.
Weekly review and approval of expense reports; accurate transaction coding and reconciliation in Xero.
Year-end audit preparation and compliance documentation.
Manage Bank Rules and user access controls in Xero.
Ensure adherence to financial regulations and organisational policies.
Provide guidance to finance volunteers and support strategic planning and risk management.

Duties

Oversee budgeting, forecasting, and financial reporting.
Prepare monthly financial reports for leadership.
Monitor and manage the budget in Xero.
Maintain and update Bank Rules monthly.
Review and approve weekly expense transactions.
Ensure financial compliance and coordinate audit readiness.
Liaise with external accountants and auditors.
Manage user access in Xero.
Provide leadership to the Finance Officer and support volunteers.
Contribute to strategic planning.

To complete your application, please visit: volunteer.pmi.org/opportunities/60732