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Financial Advisor Certification Program
Primary Purpose:
- To work with undergraduate leadership (primarily treasurer) to establish and sustain suitable financial strategies and fiscal management of the undergraduate chapter
- To facilitate the creation and approval of a financially responsible term and/or annual budget which adheres to all national and local financial statutes
- To enforce financial policies in the best interest of the chapter with absolute authority as defined by the Phi Kappa Tau Constitution Title V, Section 47, when needed
- To provide a reliable foundation for the chapter’s financial operation from year to year as treasurers and chapter leadership changes
- To facilitate implementation of short- and long-term financial goals with the chapter
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Major Responsibilities:
- Have a working knowledge of the Omega Fi Company
- Know the financial policies of Phi Kappa Tau
- Support the chapter officers in enforcing the local financial policies of the group
- Monitor monthly reports of receivables and payables (via Omega Financial) from the Resident Council treasurer, and review at each BOG meeting
- Communicate with the Resident Council treasurer between BOG meetings
- Make sure all local and national bills are paid each semester
- Work with the Resident Council treasurer to establish a budget for the year, and review each semester
- Ensure that all required financial reports are filed with the Executive Offices
- Work with the House Corporation to ensure that all employee taxes and compensation are paid and filed
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