Deputy CFO

Reports to CFO


The Deputy CFO supports the CFO in overseeing the financial operations of the Wharton Club of New York. This role is an opportunity for a detail-oriented Wharton alumnus/a with an interest in nonprofit finance, budgeting, and financial management to contribute to the Club’s financial health and operational effectiveness.

The Deputy CFO will work closely with the CFO to help maintain accurate financial records, support budgeting and reporting processes, and provide continuity for financial responsibilities as needed.

Volunteer Responsibilities:
  • Assist the CFO with the preparation and monitoring of the Club’s annual budget
  • Help review income, expenses, event financials, and other financial activity
  • Support the preparation of regular financial reports for the Board and Club leadership
  • Assist with tracking Club revenue, expenditures, reimbursements, invoices, and payments
  • Help maintain organized financial records and supporting documentation
  • Work with event leaders and committee chairs to support event budgeting and financial planning
  • Assist with the annual financial review, tax filings, and other required financial reporting, as appropriate
  • Help ensure that financial processes are followed consistently and in accordance with Club policies
  • Serve as a backup to the CFO when needed and help provide continuity during transitions
  • Meet regularly with the CFO and participate in Board or VP meetings, as appropriate
Time Commitment:
Approximately 1–3 hours per week, with additional time potentially required during budgeting, year-end reporting, or major Club events

Qualifications:
  • Current membership in the Wharton Club of New York
  • Interest in nonprofit finance, accounting, budgeting, financial operations, or related areas
  • Prior experience in finance, accounting, bookkeeping, budgeting, audit, or financial planning is preferred
  • Strong attention to detail, organizational skills, and comfort working with financial information
  • Ability to handle confidential financial information with discretion and professionalism
  • Strong written and verbal communication skills
  • Adherence to Club policies as evidenced by signing an annual acknowledgement form
  • A commitment to treat this volunteer “job” with professionalism and a dedicated sense of responsibility
Application Process:
Interested volunteers should complete the volunteer application.