Wellbeing Think Tank

Wellbeing Think Tank is a 501(c)(3) nonprofit organization dedicated to educating and empowering employers to support both individual and organizational wellbeing. Through evidence-based education, community engagement, and events, we work to create healthier, more resilient workplaces.

Position Overview – Treasurer
The Treasurer serves as a key member of the Board of Directors, providing financial oversight and strategic guidance to support the organization’s sustainability and growth. This is a working board role focused on governance, financial stewardship, and supporting sound financial systems as the organization scales.

Key Responsibilities

• Monitor the financial health and sustainability of the organization
• Review and approve bank reconciliations on at least a quarterly basis
• Review financial statements and provide insight to support Board decision-making
• Support the development and oversight of the annual budget, including variance tracking and forecasting
• Advise on financial policies, procedures, and internal controls
• Ensure compliance with nonprofit accounting standards and 501(c)(3) requirements
• Partner with staff and future bookkeeping support to ensure accurate financial reporting (QuickBooks)
• Present financial updates during Board meetings

Ideal Qualifications

• Background in accounting, finance, or nonprofit financial management (CPA preferred)
• Experience with nonprofit budgeting, reporting, and compliance
• Familiarity with QuickBooks or similar systems
• Ability to translate financial data into clear, strategic insights
• Experience in healthcare, health plans, or large employer environments is a plus

Board Member Expectations

• Participate in strategic planning and governance
• Attend and prepare for Board meetings
• Support fundraising and resource development efforts
• Serve as an ambassador for the organization
• Estimated commitment: 4–8 hours per month

Additional Considerations

• We are especially interested in candidates based in the Midwest or Southern United States to better reflect the communities we serve
• We prioritize diversity and are committed to building a Board that reflects a range of lived experiences and perspectives

Board Giving

• Board members are encouraged to contribute at a level that is meaningful to them and to actively support fundraising efforts. Many of our board members contribute between $600–$1,200 annually. We do not require a specific give amount.