Treasurer

Citizens Advice Runnymede and Spelthorne (SP)

Interests

  • No Specific Interest

Activities

  • Finance
  • Trusteeship, Committee Work

An opportunity to join our Charity and support its dedicated team of staff and volunteers striving to help those in need find a way forward, whatever their problem.

As well as fulfilling the duties of a Trustee, the Treasurer is responsible for ensuring that effective financial controls and procedures are in place and for regular reporting to the Board on the organisation’s financial health.

Volunteers are at the heart of the Citizens Advice service, and we could not provide the service we do without them. The majority of our Charity's impact comes from our wonderful team of volunteers throughout the organisation, including the Trustee Board.

The Treasurer’s Role The Treasurer role involves around 2 days work per month as a volunteer supporting and reviewing the work of the in-house finance team as well as producing regular quarterly reports for the Board. Strong and efficient governance, based on a Trustee Board with a wide range of skills is essential to our Charity's ongoing work and allows us to continue to make a difference to people's lives.

The Treasurer helps lead and guide our progress, working with the Chief Executive, Chair and other Trustees to deliver our strategic plan and change agenda.

What skills do I need?

We are looking for proactive individuals who are willing to be engaged in the objectives of Citizens Advice work.

Essential • Experience/skills in Finance, probably including a recognised accounting qualification. • Ability to lead and explain financial information. • Willingness to actively participate in discussions concerning needs of Charity’s volunteers, staff and the Trustee Board. • Willingness to act in the best interests of the Charity. • Sound, independent judgement and ability to think creatively. • Working effectively as a team member and demonstrating a willingness to learn and develop.

Desirable • Experience in the charitable or voluntary sector. • Experience of charity law and governance.

Whether you are an experienced Trustee or wanting to take your first step at a Trustee, we would like to hear from you. You should be prepared to attend 5 Board meetings a year, usually on a Monday evening from 5.30pm to 7.00pm together with some additional meetings with the finance team, some additional reading time and occasional support for the Chief Executive on specific projects. All new Trustees receive induction and ongoing training and we will cover of out-of-pocket expenses (e.g. travel or child-care).

More generally, you may recognise in yourself some of the following: • You are comfortable expressing your own ideas but also happy to listen to the views of others. • You enjoy building relationships with others and understand the power of working together in a team. • You think creatively and are always searching for that better solution. • You’re committed and enjoy working as part of a team. • You are happy defining goals, setting targets, and reviewing performance for yourself and others. • You are non-judgmental and respect views, values and cultures that are different to your own.

We are committed to building a Trustee Board that reflects the diversity of the communities we serve. We particularly welcome applications from people with lived experience of the issues Citizens Advice addresses, people from ethnically diverse backgrounds, disabled people, LGBTQ+ people, women, younger people, and those with experience of financial hardship or other forms of disadvantage. We recognise that diverse perspectives strengthen governance and decision-making, and we welcome applications from anyone who shares our values and can contribute to our mission.

Interests

  • No Specific Interest

Activities

  • Finance
  • Trusteeship, Committee Work

Details

  • Accessibility
  • Age restrictions
    Trustees should be over 16.
  • DBS check required
  • Equal Opportunities Policy
  • Expenses reimbursed
  • Health and Safety Policy
  • Ongoing support
  • Training provided
  • Volunteer induction
  • Volunteer Policy
  • Volunteers covered by insurance
  • Written role description
    Specific duties of the Treasurer: • Monitoring and reviewing the work of the in-house finance team to ensure the proper financial administration of the Charity. • Keeping the Board informed about its financial duties and responsibilities. • Ensuring the Charity has sound financial policies (including a reserves policy) and robust financial management and reporting systems in place. • Overseeing the preparation of, and presenting, financial reports to the Board. • Overseeing and supporting the preparation and presentation of annual budgets, quarterly accounts, financial statements and forecasts. • Ensuring that the Charity’s annual financial accounts are prepared in a suitable format compliant with legal, accounting, and Charity Commission requirements, and liaising with auditors/ independent examiners as appropriate. • Advising on the financial implications of the Charity’s strategic plan and of any projects, activities and fundraising it may undertake. • Working on specific projects with other Trustees or staff within Citizens Advice Runnymede and Spelthorne to further the strategic objectives. • Taking an active part in discussion during Board meetings and working with other Trustees to set policy and strategic direction, set targets and evaluate the performance of Citizens Advice Runnymede and Spelthorne.

When can I volunteer?

Start Date: 01/08/2026

End Date: 31/07/2029

Slot Mon Tue Wed Thu Fri Sat Sun
Morning No No No No No No No
Afternoon No No No No No No No
Evening No No No No No No No

Location

The Old Library
Church Street
Addlestone
Surrey
KT15 1RW

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