[Cal Rotaract] Fall 17 Finance Intern Application
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Dear Prospective Intern,

Thank you for your interest in Cal Rotaract's Finance Internship!

Cal Rotaract is a complex organization with many service projects, socials, and other programs that all require financial and logistical support. As Treasurer, my goal is to ensure that all programs receive sufficient funding to be successful, expenses are paid promptly, and that costs remain reasonable for members & other participants. We are both a Registered Student Organization (RSO) sponsored by the ASUC & PSC, and a California nonprofit public benefit corporation sponsored by the Rotary Club of Berkeley. Our combined annual budget is approximately $20,000, funded by up to a dozen on and off-campus grants, dues from hundreds of members, and a variety of fundraisers.

As a Finance Intern, you would have the opportunity to assist our club in 1 (or more) of the following ways:
- Grants/Planning: Assist a Committee (Chairs & members) with planning a program budget, identifying funding sources, and applying for grants (in some cases, soliciting donations and managing donor relations).
- Legal/Tax Compliance: research appropriate next steps to obtain tax exemption from CA FTB & IRS using Rotary International’s GEN. Prepare relevant forms for filing. Identify steps necessary for ongoing compliance and prepare example templates for future Treasurers.
- Bookkeeping/Internal Audit: Process payments through Nonprofit Corp’s bank accounts & facilitate transactions through Callink. Map out club’s current system of internal controls and identify weaknesses/improvements.

Note that no prior accounting/finance experience is necessary. I believe almost anyone can be taught how to do anything. The only question is determining who to invest my time in.

Expected weekly commitment:
1 – 2 hours meeting with me
1 – 2 hours attending/participating in committee/club meetings
1 – 4 hours of self-paced work
1 hour of tabling on Sproul
(On average, you should expect about 4 hours per week as an Intern, but it could be more!)

My goal is to provide you with tangible skills that will be useful in your future professional & service endeavors. At a minimum, I’ll make sure you have a good job description for your resume & an interesting experience you can talk about in interviews.

Yours in Service,

Taylor Lee
Treasurer


A little about me: I’m a Senior majoring in Economics and pursuing a CPA. Over the summer I interned for Ernst & Young (EY) in their assurance service line and look forward to returning full time after graduation. I first became Treasurer in January 2016, took a break, then returned to the role in 2017. I concurrently serve as Rotaract Governor for District 5160. Outside of Cal Rotaract, I am also active in Pi Sigma Epsilon (the best business fraternity on campus) where I serve as Vice President of Administration.

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