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Financial Assistant

General Information

job type
Job Type:
Volunteer
Job Required Language
Required language:
English
team
Team:
Finance & Accounting Team
job Contract type
Contract type:
Volunteer
location
Location:
Remote
eap level
EAP Level:
Magnetizing

Description

We are seeking a dedicated volunteer for the role of Financial Assistant.   This crucial role helps to maintain Dzokden’s financial health and transparency.  This position provides essential support in bookkeeping, accounting, tax preparation, expense management, and budget maintenance.  The volunteer will possess strong organizational skills, attention to detail, and a commitment to ethical financial practices.

Responsibilities

  • Organize and manage all expense receipts on file for the previous two years to be compliant for any audit.  Login to the related account and download the receipts.  Maintain a spreadsheet to track the year, purpose, amount and location of each receipt once filed.  
  • Prepare and send any 1099 Statements, if required.
  • Maintain accurate records for tax purposes.  Calculate the quarterly sales tax and submit the filing before the deadline.  (Deadline for USA sales tax is around April 15th.)  Add the tax filing to the website in May.  Add the link to all languages on the financial transparency page.
  • Manage the purchasing and scheduling of all travel for Khentrul Rinpoché.
  • Manage and document all financial aid requests from the Dzokden with timely responses and support.  Obtain appropriate approvals as needed. 
  • Process incoming bills and make timely payments; reconcile bank statements and credit card transactions monthly.
  • Assist in the development and monitoring of the annual budget and financial projections related to fundraising; track budget variances and provide reports to the CFO/Board.
  • Assist with financial audits as needed.
  • Provide input on financial planning and forecasting.
  • Provide financial support for fundraising events.

Skills & Qualifications

  • skillAccounting & Finance
  • Strong understanding of basic accounting principles and bookkeeping practices.
  • Proficiency in accounting software (e.g., Microsoft Excel, Google Sheets, Intuit Quickbooks, etc.)
  • Experience with non-profit accounting, tax preparation, regulations and filings is highly desirable.
  • Experience with budgeting, financial analysis, and financial reporting is highly desirable.
  • Strong organizational and time management skills with the ability to prioritize tasks and meet deadlines; diligence and flexibility.
  • Attention to detail and accuracy.
  • Excellent written/verbal communication and interpersonal skills.
  • Ability to maintain confidentiality and handle sensitive information.
  • Ability to work independently and collaborate with the Board, affiliates, staff members and/or volunteers to fully support Dzokden’s mission.

Why This Role Is Important

This role directly supports Rinpoché’s vision to create the Golden Age of peace and harmony on earth through the Kalachakra Tantra.   Your work helps Dzokden to inspire transformative experiences that cultivate deep inner realization through a strong compassionate and devoted heart.  The virtue generated through your Dharma service is dedicated to the accumulation of merit which is essential for the path to enlightenment.  You have the opportunity to practice the path through a mundane, samsaric role and see how it is possible to transform ordinary work into extraordinary opportunities.  This will help you learn to walk the real tantric path.

Apply for this Role

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Land of Shambhala Retreat Center

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