Trustee Treasurer

Job Title: Trustee Treasurer
Contract Type: Permanent
Location: Fleet
Salary: 0 - 0
Reference: Treasurer 2021
Contact Name: Geoff Smith
Contact Email:
Job Published: May 14, 2021 17:04

Job Description

Citizens Hart is a member of national Citizens Advice providing free, independent, impartial and

confidential advice on a wide range of issues to the local community. We do so through a team of trained

volunteers supported by a management team operating from offices in Fleet and Yateley.

The role of the Treasurer is to oversee the financial affairs of Citizens Advice Hart, ensuring its financial

viability whilst complying with relevant financial regulations.


The Treasurer is a Trustee officer of the Trustee Board and not a paid worker. The Treasurer is not the bookkeeper, and does not hold or maintain the financial records, nor is she or he able to disburse funds alone. The Treasurer must delegate day-to-day financial management to the Chief Officer or other staff.


Main duties and responsibilities 


  • Guiding and advising the Board in the approval of budgets, accounts and financial statements, within a relevant financial policy framework
  • Keeping the Board informed about its financial duties and responsibilities
  • Advising on the financial implications of the Bureau's strategic plans and key assumptions in the operational plan and annual budget
  • Ensuring that all Board members have a clear understanding of the accounts presented at meetings and the implications that they reveal
  • Developing the accounting procedures and key internal controls to be able to assure the Board that the charity's financial integrity is sound
  • Ensuring that a realistic budget is produced which meets all the Bureau's needs and that there is an appropriate reserves policy
  • Monitoring the Bureau's income and expenditure position, and presenting reports to the Board at least quarterly, in a format accessible to the Board members
  • Ensuring that full financial records are kept for all transactions, and that proper financial procedures and controls are in place to safeguard the Bureau's resources
  • Ensuring that money received is only spent on the purposes for which it was given, and, where required, ensuring that reports and accounts demonstrating this are submitted to funders
  • Preparing Financial Statement at year-end in compliance with the appropriate Accounting standards and the requirements of the Charity Commission.
  • Ensuring that the Financial Statements are submitted to the Charity Commission and Registrar of Companies, within the deadlines set
  • Presenting the Financial Statements at the AGM and drawing attention to important points in a coherent and understandable way
  • Liaising with the Chief Officer about financial matters
  • Playing a key role in planning a clear fundraising strategy to raise money for future activities and developments

Personal skills and qualities

You will have a strong financial background, be able to explain financial matters and the financial

consequences of the strategic plan clearly and succinctly based on sound analysis. While a financial

qualification is desirable, relevant experience is more important. Empathy with the types of issues faced

by Citizens Advice Hart’s clients is also important.

The role is voluntary. Board meetings are held 8 times a year, currently remotely.

Estimated time commitment is 1 day per week