Volunteer Treasurer (Trustee) at Surrey Welfare Rights Unit (SWRU)
Volunteer Treasurer (Trustee) at Surrey Welfare Rights Unit (SWRU)
Posted for Surrey Welfare Rights
Posted by Volunteer Woking
You will be redirected to the Volunteer Woking website to express your interest.
- Exciting opportunity for experienced finance professional to join Trustee Board of SWRU as Treasurer - Provide financial strategic guidance and oversight - Ensure charity's long-term financial sustainability
Key responsibilities: • Work closely with Chair and leadership team • Keep the Board informed about its financial duties and responsibilities • Advise Board on budgets, accounts and financial statements • Chair the Board’s Finance Sub-Committee • Review quarterly/annual financial statements produced by the Administrator • Present accounts / Treasurer’s report at Annual General Meeting • Ensure that proper financial procedures and controls are in place to safeguard the charity’s resources • Ensure that the charity has appropriate reserves and investment policies
What skills do I need?
You don’t need to have been a trustee before, but you’ll need to: • have recognised professional financial qualifications or experience • ideally, have some knowledge or experience of charity finances • be familiar with Quickbooks accounting systems and spreadsheets • have the skills to analyse proposals and examine their financial consequences • be able to explain complex financial information in an accessible way • be able to exercise good independent judgment and if necessary to make difficult recommendations • work effectively as part of a team • have the time and flexibility to respond to the demands of the charity • be willing to learn about and follow the Citizens Advice aims, principles and policies, including confidentiality, equality and data protection • represent Citizens Advice professionally at all times
Location
This opportunity can be carried out whilst working from home.
Details
- Accessibility
- Data Protection policy
- DBS check required
- Equal opportunities policy
- Expenses reimbursed
- Extra Skills
- Health and Safety Policy
- Ongoing support
- Training provided
- Volunteer induction
- Volunteer policy
- Volunteers covered by insurance
- Written role description
When is this role available?
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The treasurer is expected at board meetings held quarterly for about 3 hours.
The finance sub-committee meets for about 1 to 2 hours a few days before all board meetings (quarterly basis).
It is preferred that the Treasurer meets with the Chief officer and Administrator quarterly or more frequently as required to discuss financial matters at a mutually agreed time/ date.
The time spent in preparing the Treasurer’s report before quarterly meetings will depend on the person.
To engage with the Auditors annually as required.
You will be redirected to the Volunteer Woking website to express your interest.