Treasurer
What will you do?
● complete an introduction for your role
● maintain an awareness of how the local Citizens Advice is operating
● read papers for board meetings and attend approximately 8 meetings per
year in addition to leading on any Finance Committee meetings to discuss
finances in more detail
● explain, guide and advise the board on the key assumptions and financial
implications of the local Citizens’ Advice budgets, operational and strategic
plans
● ensure that the organisation has an appropriate reserves policy and a
realistic budget that meets the services’ needs
● Supporting any paid or voluntary finance officer to explain, guide and
advise the local Citizens Advice on the approval of budgets, accounts and
financial statements with the organisation’s framework
● present accounts at the Annual General Meeting (AGM) in an accessible
way for volunteers and staff
● ensure that annual accounts are prepared in compliance with SORP
(Statement of Recommended Practice) Accounting for Charities and
submitted by the deadline to the Charity Commission and/or Registrar of
Companies, and make arrangements for them to be audited or
independently examined as required
● keep the board informed about its financial duties and responsibilities
● monitor the organisation’s income and expenditure position and in
conjunction with any paid or volunteer finance officer present accessible
reports at least quarterly to ensure board members understand the
accounts and implications
● understand the accounting procedures and key internal controls to be
able to assure the board that the charity’s financial integrity is sound
● work with Citizens Advice staff, such as the Chief Officer to give
information and advice on financial matters
● work together with other trustees or staff within the local Citizens Advice
to further the strategic objectives of the local Citizens Advice, including
developing a fundraising strategy
● take an active discussion during board meetings and work with other
trustees to:
- set policy and strategy direction, set targets and evaluate the performance
of the local Citizens Advice - seek the views of all sections of the community and monitor how well the
service meets the needs of the local community - ensure that the service plans for the recruitment and turnover of staff and
volunteers - ensure that all the finances and supporting financial control systems of
the local Citizens Advice are in order including that full financial records
are kept for all transactions, that money is only spent for the purpose
given, and that proper financial controls are in place to safeguard the
organisation’s resources - monitor the financial position of the local Citizens Advice ensuring that it
operates within its means and objectives, ensuring that there are clear
lines of accountability for day to day financial management - review its own work and how effectively it operates including action for
improvement
What’s in it for you?
● make a positive impact for people in your local area by ensuring the local
Citizens Advice is sustainable and meeting the needs of the community
● meet people and build relationships with trustees, staff and other
volunteers
● build on your governance, leadership and strategy skills
● increase your employability
And we’ll reimburse expenses too.
What do you need to have?
You’ll need to:
● understand and accept the responsibilities and liabilities as trustees
● have financial qualifications or experience
● some knowledge or experience of charity finances, fundraising, financial
consequences and pension schemes
● be non-judgmental and respect views, values and cultures that are
different to your own
● have good listening, verbal and written communication skills
● be able to exercise good independent judgment and if necessary to make
difficult recommendations
● excellent good numeracy skills to understand accounts
● be able to explain complex financial information in an accessible way
● be willing to learn about and follow the Citizens Advice aims, principles
and policies, including confidentiality and data protection
● be willing to undertake training in your role
How much time do you need to give?
The Trustee board usually meet in the evenings and you’ll likely need to give 2
hours every 6 weeks, plus you may need to attend other meetings if you’re
involved in specific projects, or meet with volunteers and staff occasionally
within the local Citizens Advice. We can be flexible about the time spent and how
often you volunteer so come and talk to us.
Valuing inclusion
Our volunteers come from a range of backgrounds and we particularly welcome
applications from disabled people, people with physical or mental health
conditions, LGBT+ and non-binary people, and people from Black Asian Minority
Ethnic (BAME) communities.
If you are interested in becoming a trustee and would like to discuss flexibility
around location, time, ‘what you will do’ and how we can support you please
contact us.
Contact details
Please contact us via email on Recruitment@chelmsfordcab.org or call us on
01245 205600 or complete the form at
https://form.jotform.com/222444048544050 if you would like to make an
application or if you have any questions regarding the role.
