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Treasurer to Trustee Board

Employer
Citizens Advice Esher & District
Location
Esher, Surrey
Closing date
20 Apr 2024

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We’re Citizens Advice Esher & District – a small, independent charity providing free and confidential advice to help people in Elmbridge overcome their problems.  We’re looking for a motivated finance professional to join our Trustee Board as Treasurer, provide us with financial direction and help us improve our long-term financial sustainability. 

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

  • Chairing the Board's Finance sub-committee
  • Leading on the development of the charity's financial strategy
  • Keeping the Board informed about its financial duties and responsibilities 
  • Guiding and advising the Board in the approval of budgets, accounts and financial statements
  • Reviewing the quarterly and year end accounts produced by our volunteer Financial Accountant
  • 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

You don’t need to have been a trustee before, but you’ll need to:

  • have recognised professional financial qualifications or experience
  • ideally, have some knowledge or experience of charity finances, fundraising and pension schemes
  • be familiar with Xero 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
  • represent Citizens Advice professionally at all times

For further information about the role, please see the recruitment pack on our website.

To apply, please email your CV and covering letter setting out your suitability for the role to:

Berenice Chandler

Practice Administrator

chandlerb@eshercab.org.uk

Following an initial discussion with one of our Trustees, you may be invited to attend a Board meeting and interview panel. Two references will be required.

Please note that the role holder is required to apply for a basic disclosure check.

We are keen to achieve a more diverse Board and welcome applications from all sections of the community and different backgrounds who will bring enthusiasm and a fresh perspective. 

 

 

 

 

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