Volunteer Treasurer (Trustee) at Surrey Welfare Rights Unit (SWRU)

- Exciting opportunity for experienced finance professional to join Trustee Board of SWRU as Treasurer - Provide financial strategic guidance and oversight - Ensure charity's long-term financial sustainability

Key responsibilities: • Work closely with Chair and leadership team • Keep the Board informed about its financial duties and responsibilities • Advise Board on budgets, accounts and financial statements • Chair the Board’s Finance Sub-Committee • Review quarterly/annual financial statements produced by the Administrator • Present accounts / Treasurer’s report at Annual General Meeting • Ensure that proper financial procedures and controls are in place to safeguard the charity’s resources • Ensure that the charity has appropriate reserves and investment policies

What skills do I need?

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 • be familiar with Quickbooks 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, equality and data protection • represent Citizens Advice professionally at all times