Treasurer

• Dalkeith & District Citizens Advice Bureau

• VO102185

1. Ensuring Board members are aware of their financial responsibilities with sufficient understanding of the CAB’s financial systems, policies and reports to enable effective Board decision-making. This includes attending Bi-monthly board meetings with all members.


2. Presenting financial information and reports to Board meetings, General Meetings, strategic review and planning exercises or other meetings as needed.


3. Guiding and advising the Board in their consideration of budgets, accounts, financial statements, financial procedures and other financial issues, including the financial implications of the strategic and project plans.


4. Chairing meetings of the financial subgroup (if relevant) and participating in finance related meetings (e.g. with funders, financial institutions, auditors, etc.)


5. Having a good understanding of bureau financial systems, policies and controls, ensuring these are robust and appropriate for safeguarding CAB resources.


6. Liaising with the bureau manager (and/or other relevant staff member,) on tasks including drafting budgets, monitoring income and expenditure, reporting to the Board and other stakeholders and updating financial systems and policies.


7. Playing a key role in income generation and management including fundraising strategies, funding proposals, fund accounting and reporting to funders.


8. Ensuring that accounts are prepared at year-end and participating actively in the annual audit or external examination of accounts process.


9. Ensuring adherence to SORP 2015 and other legal and regulatory requirements.


10. Making sure annual accounts are submitted to the Office of the Scottish Charity Regulator (OSCR), Companies House and funders within required deadlines.


11. Recommending to the Board when external financial advice is required.

Experience required

A qualification or relevant experience in financial tasks and management.
Some experience or knowledge of charity financial management and fundraising.
Ability to understand, analyse and make recommendations related to financial information.
Ability to present often complex financial information to the Board and other stakeholders to ensure their understanding.
General understanding of legal and regulatory requirements for charity financial activities, records and management and commitment to maintaining up to date knowledge of requirements.
Willingness to be available to staff in order to provide support and guidance on financial matters.

• About
• Location
• Notes

Restrictions

Minimum age: 18

Availability

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Morning

Afternoon

Evening

Volunteers (aged 18-25) taking part in this opportunity are eligible to claim Saltire Awards hours for their activity.
Find out more

This volunteering opportunity is also advertised across Midlothian.

With a My Volunteer Account you can write private notes on opportunities you are interested in. Sign in or sign up for a My Volunteer Account.