💰PTO Treasurer / Finance Chair
PTO Board Position | Voting Member | 2-Year Term
🎯 Role at a Glance
• The Treasurer (Finance Chair) is a voting member of the PTO Board who oversees the financial health, compliance, and transparency of the organization.
• This role works closely with the PTO Board, school Administration, the School Office Manager, and the Assistant Treasurer to ensure funds are managed responsibly and in accordance with state and federal requirements.
🛠️ Key Responsibilities
• Serve as an active, voting member of the PTO Board
• Manage all purchase requests and reimbursement requests from staff, PTO Board members, and coordinators
• Oversee all PTO financial operations and accounts
• Track income and expenses and maintain accurate financial records
• Prepare and present financial reports at Board and general meetings
• Lead the creation and monitoring of the annual PTO budget
• Oversee and collaborate with the Assistant Treasurer
• Collaborate with the School Office Manager on financial processes, as needed
• Ensure all state and federal filings, including annual tax filings, are completed on time
• Maintain the PTO’s good standing at both the state and federal level
• Support event and fundraising chairs with budgeting and financial reconciliation
⏰ Time Commitment
• Light, ongoing weekly tasks (varies by season)
• One (1) monthly PTO Board meeting
• One (1) monthly General PTO meeting
• Increased involvement during budget planning, major fundraisers, and tax filing periods
🔍 What This Role IS
• A leadership position with a voice in PTO decisions
• Collaborative and team-based
• Strategic and organized
• Supported by systems, documentation, and an Assistant Treasurer
🚫 What This Role IS NOT
• A full-time job
• Doing everything alone
• Personal financial liability
• “Just writing checks”
🧠 Skills That Help
• Organized and detail-oriented
• Comfortable with numbers and basic spreadsheets
• Able to clearly explain financial information
• Trustworthy and dependable
• Willing to learn (prior finance experience is helpful but not required)
🌟 Why This Board Role Matters
• The Treasurer helps ensure the PTO can confidently fund programs, events, and staff support.
• This role safeguards compliance, transparency, and long-term financial sustainability.
📩 Interested in Serving?
• If you are interested in learning more or would like to be considered for this role, please contact us at pto.stemlab@gmail.com
