Shakespeare Association of America

Shakespeare Association of America Financial Advisor

The Shakespeare Association of America is seeking applications for the position of Financial Advisor. This is a non-compensated position, advising the organization and its Board of Trustees in cooperation with the Executive Director and the organization’s accounting firm on investments, sustainability, compliance, and other related issues. See below for the full description. To apply, please send a cover letter, cv or resume, and the names of three references to, Attn: Financial Advisor

The Financial Advisor works in cooperation with the Executive Director and an outside accounting firm, which maintains records and provides analysis to improve sustainability and which advises on issues related to taxes, maintaining proper records, and sorting our Global Payments and income.

The Financial Advisor is responsible for periodically reviewing the Association’s income and expenditures (but not managing or approving them) and providing reports, assessments, and proposals to the President, Vice President, and Immediate Past President for their consideration.

They communicate with the Executive Director and report to the President, Vice President, and Immediate Past President at Executive Committee meetings throughout the year, and report to the SAA Board as a whole at the Annual Meeting.

The Financial Advisor is appointed by the President, Vice President, and Immediate Past President in consultation with the Board. If possible, the appointment would be for a three-year renewable term (the term may be adjusted to align with any changes to the Executive Committee or Board terms as needed). They do not need to be a member of the SAA, while that would be preferable. This is a non-compensated position. The Financial Advisor should have related experience in non-profit organizations.

The Financial Advisor is a non-voting advisory member of the Executive Committee and of the Board of Trustees as a whole.

The Financial Advisor:

  • Develops an annual budget in consultation with Executive Director
  • Reviews bookkeeping records provided by the outside accounting firm and prepares a report for the Executive Committee on same on a quarterly basis (optimally monthly)
  • Reviews investment fund returns
  • Reviews income and expenditures and assesses annual spending
  • Prepares an annual report that includes a report on compliance
  • Reviews the Association’s audit
  • Reviews the IRS 990 and other filings, staying up-to-date on nonprofit laws and regulations
  • Provides trend analysis and long-term financial projections to support planning