Contracted Services – Financial Services Application
The Business Professionals of America, Texas Association, Board of Directors welcomes bids for the Financial Services position. Business Professionals of America is a nonprofit Career & Technology Student Leadership Organization for business students and teachers and is under the umbrella of the Texas Education Agency.
The purpose of this position is to provide Financial Services to Texas Business Professionals of America including the listed services and key responsibilities as outlined below. Your bid should be itemized and include all fees and expenses. Texas Business Professionals of America will approve expenses according to Policies and Procedures as listed.
The term for this position begins May 2025 and ends April 2028.
Additional time commitments include attending board meetings virtually or in person as requested by the Board, assisting with committees and assisting during the State Leadership Conference. Meeting dates are flexible depending on availability but plan on meeting in mid-September, in early December, the week of the State Leadership Conference and in mid-June or July with an attempt to align with the summer teacher conference. Other online meetings may
be set up as needed.
Key responsibilities include:
- Reconcile bank statements
- Prepare statement of financial position
- Prepare statement of activities
- Assist in preparation of the annual budget
- Pay bills as approved by the treasurer
- Deposit funds received by the organization
- Maintain financial records
- Assist auditor in the preparation of the federal income tax return– Form 990
- Compile and provide all Perkins reports and paperwork to Board Chair and TEA Rep
- Apply and Complete Perkins Grant Funding
- Attend board meetings
Key Performance Measures:
- Accuracy of financial statements as validated by the audit
- Reconcile bank statement monthly
- Prepare financial statement and statement of activities, for each board meeting
- Issue payments within one week of receipt
- Complete Perkins grant and reports by submission deadline
- Provides a signed contract within 1 week of selection to Board Chair to forward copies to Executive Committee
Competencies:
- Tax knowledge
- Understanding of accounting principles
- Basic understanding of GAAP
- Grant writing experience
Deadline to submit applications is January 31, 2025.
Additional information on the Financial Services responsibilities can be found in the Policy and Procedures Handbook found under the About BPA tab.
Contact Board Chair, David Ibarra at david.sij1@gmail.com or State Advisor, Diana Weber at mrsweberbpa@gmail.com for more information.