Citizens Advice South Derbyshire and City is an advice and support charity that has a current projected turnover of over 1 million. We offer a range of services from quick advice, casework through to training to help changes the lives of the people we serve for the better. Citizens Advice was formed in 1945; our own organisation locally in 1999 and we have a long history of delivering value based services and having the person receiving the service at the heart of what we do.

We are currently looking for a new Treasurer to join our Board of Trustees to help guide and advise us on financial concerns. We have a dedicated Finance Officer and so the role of Treasurer is to help oversee the financial work of our Charity, not to be involved in the day to day running of the Finance Department.

We have a Finance and Performance Sub-Committee with delegated Authority from the Executive Board. The successful person will need to be able to attend both of these meetings as well as presenting at our Annual General Meeting and attending a Trustee Annual Away Day. In total, this means a commitment of at least 15 meetings a year. In addition there may be ad-hoc meetings with the Chair/Finance Officer and/or Chief Executive Officer.

We are looking for someone with a passion for ensuring high quality services are given to people with who need that vital help and who has the senior experience of Financial Controls – i.e. an Accountant or similar.

Preferably we would like someone with an understanding of charity finance, pensions and legal requirements, however this is not essential.

An interview with the Chair of Citizens Advice South Derbyshire and City and the Chief Executive Officer will be required.

For further information, an application form or to arrange a discussion with the Chief Executive Officer, please contact:

Lorraine Neal, Executive Assistant

T: 01283 210108 E: [email protected]

Volunteer Treasurer Job Description

The Overall Role of a Treasurer is to:

  • Maintain an overview of the organisation's affairs
  • Ensure the organisation is financial viability
  • Ensure that proper financial records and procedures are maintained

General Responsibilities

  • To ensure that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations
  • To ensure that the organisation pursues its objects as defined in its governing document
  • To ensure the organisation applies its resources exclusively in pursuance of its objects (the charity must not spend money on activities which are not included in its own objects, no matter how worthwhile or charitable those activities are)
  • To contribute actively to the Board of Trustees' role in giving firm strategic direction to the organisation, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets
  • To safeguard the good name and values of the organisation
  • To ensure the effective and efficient administration of the organisation
  • To ensure the financial stability of the organisation
  • To protect and manage the property of the charity and to ensure the proper investment of the charity's funds
  • If the charity employs staff, to appoint the Chief Executive Officer and monitor his/her performance

In addition to the above statutory duties, each Trustee should use any specific skills, knowledge or experience they have to help the Board of Trustees reach sound decisions.  This may involve:

  • Scrutinising board papers
  • Leading discussions
  • Focusing on key issues
  • Providing guidance on new initiatives
  • Other issues in which the Trustee has special expertise


Additional Duties of the Treasurer

  • Overseeing, approving and presenting budgets, accounts and financial statements
  • Being assured that the financial resources of the organisation meet its present and future needs
  • Ensuring that the charity has an appropriate Reserves Policy
  • The preparation and presentation of financial reports to the Board of Trustees
  • Ensuring that appropriate accounting procedures and controls are in place
  • Liaising with any paid staff and volunteers about financial matters
  • Advising on the financial implications of the organisation's strategic plans
  • Ensuring that the charity has an appropriate investment policy
  • Ensuring that there is no conflict between any investment held and the aims and objects of the charity
  • Monitoring the organisation's investment activity and ensuring its consistency with the organisation's policies and legal responsibilities
  • Ensuring the organisation's compliance with legislation
  • Ensuring equipment and assets are adequately maintained and insured
  • Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. The Charity Commission and/or the Registrar of Companies
  • If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented
  • Keeping the Board of Trustees informed about its financial duties and responsibilities
  • Contributing to the fundraising strategy of the organisation
  • Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way
  • Sitting on appraisal, recruitment and disciplinary panels as required

Treasurer Person Specification

  • Commitment to the organisation
  • Willingness to devote the necessary time and effort
  • Strategic vision
  • Good, independent judgement
  • Ability to think creatively
  • Willingness to speak their mind
  • Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
  • Ability to work effectively as a member of a team

Core Values

  • Communication – Consistent, positive, passionate and listen
  • Ownership – Accountable, make a difference, meet deadlines, keep promises and have solutions
  • Respect – Honest, work with integrity, trust each other, be fair, tolerant and stand for equality
  • Effective – Deliver quality, focus on detail and be professional