Job Title: Treasurer
Contract Type: Permanent
Location: Bargoed
Salary: unpaid voluntary role
Reference: J58625
Contact Name: TrusteeWorks Team
Contact Email:
Job Published: November 06, 2018 17:06

Job Description

Reach Volunteering are working with Right from the Start, a charity that works throughout Caerphilly County Borough providing support to families with a variety of needs. They are a voluntary organization who receive funding from Supporting People, Flying Start and Aneurin Bevan Health Board, which separates into three main aspects of support: family support unit, housing related support and parenting support.

Right from the Start are seeking a new Treasurer to join their board to support them through a period of transition and help them grow from strength to strength.

Role summary

  •  Monitor the financial standing of the charity and reports to the Board and CEO regarding cash-flow forecasting, income streams, out-going expenses and the overarching strategic management of the organisation’s financial resources.
  • Oversee the charity’s financial risk-management process and report financial health to the board of trustees at regular intervals.
  • Acts as a counter signatory on cheques and applications to funders and ensure that annual accounts are submitted in a timely fashion.
  • Liaising with external auditors on financial issues and ensuring that finances are responsibly managed and invested for the betterment of the organisation’s work and beneficiaries.

Main responsibilities

In relation to finance

  • Ensure all strategic plans are financially appraised and budgets are aligned to both short-term and long-term objectives each year.
  • Oversee planning/budgeting processes in participation with the Board and constructively challenge where required.
  • Suggest alternative scenarios while evaluating strategic plans as a part of the risk management process and performance and reporting scenarios.
  • Create greater transparency and accountability to improve resource allocation and charity’s image by adding specific measures as per SORP guidelines.
  • Ensure a high standard of management accounting in order to safeguard assets.
  • Liaise with CEO and trustees to produce management accounts regularly.
  • Board level liaison with external auditors on specific issues in the auditing process and related board representations.
  • Guide and advise fellow trustees to formally approve the annual report and audited accounts.
  • Explain technicalities of accounts in plain language which is fully understood by the trustees.
  • Develop reserves policy and safeguard the organisation’s finances.
  • Keep the board informed of free reserves position regularly and advise to cope with changing circumstances.

In relation to Governance

  • Lead the Board’s duty to ensure proper accounting records are kept, financial resources are controlled, invested and economically spent in line with governance, legal and regulatory requirements.
  • Chair finance committees in line with standing orders and terms of reference and reporting findings/developments back to the board.
  • Advising on the financial implications of the charity’s strategic plans and overseeing the charity’s financial risk-management process.
  • Lead in the development and implementation of financial reserves, cost management and investment policies.

Person Specification


  • Qualified accountant with demonstrated commercial awareness and knowledge.
  • Proven ability to communicate and explain financial information to members of the Board and other stakeholders.
  • Analytical and evaluation skills, demonstrating good judgement.
  • Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
  • Good communication and leadership skills
  • Dedicated to the organisation’s cause and objectives and willing to act as the charity’s ambassador to external bodies, charities and companies.
  • A team-oriented approach to problem solving and to management.


  • Demonstrated knowledge and experience of charity fundraising and finance practices.
  • Knowledge of charity SORP and impending changes.
  • Skills and experience in one or more areas of non-executive governance and management e.g. strategic planning, business management, financial/accountancy, understanding of HR issues, experience of Trusts or other grant giving bodies - particularly fundraising and legal knowledge.

What difference will you make?

By joining the board at Right from the Start you will be joining a team who are passionate about the work they do and who are driven to provide the best support possible to the beneficiaries of the charity.

What's in it for the volunteer?

The organisation is currently going through a period of transition as we plan to move to new premises and will be opening a new community hub to help families with advice and other support. The grand opening will be taking place in September!

As a Trustee you will be responsible for ensuring that the organisation is sustainable throughout this period of change and beyond and will help us to grow from strength to strength. You will enable the organisation to continue the support provided to families in the best possible way, making a positive contribution to their lives.

Time commitment

  • The Board meets bi monthly on the last Friday every other month (lasting 2 hours)
  • You should ideally be available through email and telephone and potentially be able to join meetings on an ad hoc basis if needed (not compulsory, but based on what’s going in the organisation)
  • Board meetings are held at the organisation’s premises: 84/86 Lewis Street, Aberbargoed, Bargoed, Caerphilly CF81 9EA

Before you apply

Applications must be made via Reach in the first instance. Please provide your CV, along with a covering letter stating why you wish to work for the organisation, how your skills would add value to the board and any other relevant information.