Treasurer to the Trustee Board (CSVA)

Citizens Advice Esher & District is looking for a motivated finance professional to join its Trustee Board as Treasurer.

Providing general financial direction to our advice charity, you will also be ‘hands-on’ with all aspects of financial management including budgeting, reporting, controls and funding.

Working closely with the Chair and the CEO, your key responsibilities will include:

• Keeping the Board informed about its financial duties and responsibilities

• Guiding and advising the Board in the approval of budgets, accounts and financial statements

• Preparing quarterly and year end accounts

• Presenting the year end accounts at the Annual General Meeting

• Ensuring that proper financial procedures and controls are in place to safeguard the charity's resources

• Ensuring that the charity has appropriate reserves and investment policies

What skills do I need?

You’ll need to:

● have recognised professional financial qualifications or experience

● have some knowledge or experience of charity finances, fundraising and pension schemes

● be familiar with Quick Books 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 and data protection