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Role

Treasurer - Volunteer

  • Location

    Hemel Hempstead

  • Sector:

    Advice/Counselling

  • Contact:

    Mark Mercer-Deadman

  • Contact email:

    mark.m@dacorumcab.org.uk

  • Role ref:

    DCA01

  • Published:

    about 1 month ago

  • Expiry date:

    13-01-2020

  • Client:

    Dacourm Citizens Advice

 

 

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 four Board Meetings ( plus  a Strategy Day) and four Financial Committees per year . In addition to any meetings to discuss finances in more detail and any additional committees or work parties that may arise and that have a finance content
  • 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 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
  • prepare the annual accounts and ensure they 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 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
  • ensure that the accounting procedures are reviewed and updated as necessary
  • provide input to funding bids as required and oversee the financial viability of any funding applications
  • work with Citizens Advice staff, such as the Chief Officer or Finance Manager 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