APPLICATION FOR LMEA FINANCIAL SECRETARY POSITION

Application Process opens on June 10, 2026
Deadline for Application is June 25th, 2026

The online application requires uploading a cover letter, resume, and 2 letters of recommendation.

Respondents will be required to sign in to Google when uploading files to this form.

Please be aware that you may be asked to interview once your application has been received and reviewed by the LMEA Executive Board.

SELECTION PROCESS:

The Executive Board will review all applications and the President will make a recommendation to the full Board.
Selection will be accomplished by a simple majority vote of the Board members present provided there is a quorum.
If the Board does not find a suitable candidate or if no applicant receives a majority vote (provided a quorum is present), the President will notify the membership that the application period has been extended.

LMEA FINANCIAL SECRETARY: JOB DESCRIPTION

OVERVIEW OF THE FINANCIAL SECRETARY RESPONSIBILITIES

Governance and Board Responsibilities

Financial Leadership and Collaboration

The Financial Secretary assists the Executive Director on all financial matters.
Serve as a joint signatory on all bank accounts with the Executive Director.
Participate in discussions with the Executive Director and Finance Committee regarding any investment accounts
or escrows.
Assist and work collaboratively with the Executive Director and appropriate event chairs to analyze financial
reports and make recommendations to the Finance Committee to adjust fees, expenditures, and budgeted
amounts if needed for the next fiscal year.
Assist and work collaboratively with the Executive Director and Division Chairs on all State-Level events, including
collecting all revenue and disbursing all payments.
Assist and work collaboratively with the Executive Director to review all records submitted by each District
Director at the May meeting.

Budgeting, Reporting, and Financial Oversight

Serve as the Chair of the Finance Committee.
Assist and work collaboratively with the Executive Director and Finance Committee to submit an annual budget
for adoption by the Board of Directors prior to the first Board meeting of the fiscal year.
Compile all financial reports for each Board of Directors meeting to include:
○ Written report of all transactions subsequent to the previous report
○ Summary of all revenue and expenses year-to-date
○ Summary of events (completed or tentative) to date
○ Year-to-date budget comparison
○ Balance in all accounts
Provide a detailed event summary to the Executive Director and Finance Committee for review before presenting
a final or tentative summary report to the Board.
Present a final end-of-fiscal-year report to the finance committee prior to the first board meeting of the year.

Accounting, Reconciliation, and Record Keeping

Ensure that all revenue received and expenses paid are correctly entered into QuickBooks.
Reconcile all bank accounts monthly.
Reconcile all spreadsheets that include payments, contact affected persons or the appropriate event chair
regarding any mistakes, and issue any refunds if needed.
Reconcile all credit card payments with registration spreadsheets and label all deposited funds with the
appropriate event and, if applicable, the division.
Upload all vouchers, invoices, receipts, credit card statements, and bank statements, appropriately redacted, to a
Google Drive folder that corresponds to the fiscal year and is separated by events and accessible by the Finance
Committee.
Work collaboratively with Division Chairs and District Directors to set deadlines for all financial records to be
submitted via google folder at the conclusion of each event.

Revenue Collection, Payments and Reimbursements

Set up payments for all employees of the Board.
Assist the Executive Director in collecting all monies due to the Association and pay all bills incurred by the
Association.
Reimburse Board members for all approved expenses.

Forms, Registration, and Data Coordination

Collaborate with the Webmaster in the development, maintenance, and oversight of all online forms involving
fees, payments, or financial data collection.
The Financial Secretary will provide guidance regarding required financial information, reporting needs, and
payment processes to ensure accurate recordkeeping and efficient financial operations.
This position will also maintain appropriate access to financial records, reports, and related data necessary to fulfill the responsibilities of the office.
Coordinate with the Webmaster to receive regularly downloaded and updated spreadsheets for all forms that include fees.
Following consultation with the Executive Director and others as needed (or event chairs), provide accounting spreadsheets or reporting forms for District Directors and Division Chairs for each event they oversee and for end-of-year reporting.

Audit, Compliance, and Tax Responsibilities

Work collaboratively with the Executive Director to prepare for an external audit review on even numbered years
with an internal audit taking place annually.
Work collaboratively with the Executive Director to approve and submit monthly and quarterly withholding for
federal and state taxes received from the Financial Secretary and/or Accountant in a timely manner.
Be bonded in the amount of $10,000.

TERM OF APPOINTMENT: Appointed by the Board of Directors concurrent with the term of the President (2 years).

ANNUAL SALARY: $12,000/yr – payable on the last day of the month.

LMEA Financial Secretary Application Form