Phyllis Capolongo

FINANCE COORDINATOR 
(a regional appointment)

• Ensures all financial resources of the region are accounted for in an effective and efficient manner.
• Coordinates the financial long-range plan in conjunction with other team coordinators.
• Prepares and submits the annual budget for the region. 
• Manages bank accounts and investments and keeps accurate and current records of all financial transactions.
• Receives all funds paid to the region and issues all payments.
• Negotiates contracts for services and equipment required by the region.
• Holds the sole authority to sign contracts on behalf of the region. 
• Coordinates projects to raise non-dues income (ways and means).
• Presents a report on the region’s financial condition at meetings of the Regional Management Team.
• Prepares an annual financial statement for submission to the Director of Finance and Administration at international headquarters.
• Submits accounting records for audit at the close of the fiscal year to a qualified person (or persons) selected by the management team or for examination or audit at any time as directed by the management team.
• Files Annual 990 tax form with the Internal Revenue Service by September 15th for the preceding year ending April 30th.
• Provides advice and training to chapter treasurers and serves as resource to chapters with financial questions.
•  Provides financial information necessary to complete applications for corporate gifts/grants.
•  Maintains contact with appropriate staff members at international headquarters.
•  Maintains comprehensive records and forwards materials to successor.
•  Trains their successor.
•  Appoints staff to assist in the implementation of their responsibilities.