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Trustee treasurer

Bridgend
Recruit 3
Treasurer
Posted: 29 June
Offer description

Advice, Charity, Community, Social Welfare

We are an autonomous and independent part of the national Citizens Advice UK brand network, with a dedicated local operational team of 40 staff and volunteers offering confidential advice to our clients online, over the phone, and in person, free of charge.

We are currently seeking a Trustee Treasurer to join our Board of Trustees to continue to deliver on our purpose and mission as a charity.

Working with our Finance Officer in the Bridgend office, the Treasurer is a key Board member who is responsible for overseeing the charity’s finances, and ensuring that fellow Trustees can be confident that the charity’s finances are used correctly and that the financial position of the organisation is secure and fit for our current and future needs.

The charity works in partnership on a variety of projects with other Citizens Advice offices and charities in Wales, and we continue to be funded from a variety of sources such as core funding, grants, fundraising, and successful bids for a variety of community projects of varying duration.

The role of Treasurer will include the following key responsibilities;
• Overseeing financial governance and strategy
• Ensuring financial transparency; develop and monitor realistic budgets, cash flow and forecasts: maintain the charity’s financial sustainability
• Presenting financial data in an accessible format, and providing advice and guidance to the Board on a range of financial matters, including risk
• Ensuring that the charity has an appropriate reserves policy
• Leading our monthly finance subcommittee and attending Board meetings every 6 weeks
• Undertaking mandatory training required by Citizens Advice

What skill sets are we looking for?
You don’t need specific financial qualifications to be a Trustee Treasurer, but we are looking for someone with
• A strong background in finance
• A good understanding of the principles of sound financial management and strategic planning (essential)
• Some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes (useful)
• Good numeracy skills to understand accounts
• An ability to explain complex financial information in an accessible way
• An ability to engage in discussion with fellow trustees in a constructive and respectful way in order to make good collective decisions

Selected skills:
• Financial management
• Strategic development and planning
• Strategic mentoring / coaching
• Data analysis

What is in it for you?
We are looking for someone who enjoys working in a team with diverse experiences, opinions. and ideas to ensure that we make a positive difference to the charity and the communities we serve. This is also a great way to get practical experience to develop your leadership and strategic skills by being part of our Board.

A personal testimonial below from our current Treasurer provides a great insight into the role;
“I learned so much in the first short months of my tenure as a Trustee it was very gratifying that I soon felt that I was contributing in a positive sense, not just to the activities of the Board but through them to the many clients who were benefiting directly from the support of the brilliant management, support workers and advisors working for the charity.

One of the most rewarding aspects is being part of a team of people jointly addressing a thorny problem, often from differing angles, utilising their full set of skills to arrive at a satisfactory resolution.

If you are in the process of building a career, finding a charity whose values you share, and supporting them as a Trustee Treasurer is an excellent opportunity to develop skills and expertise that can benefit you further along the line and to do something good for your community at the same time.”

How to apply:
1 Via ourwebsite : Hereyou can access everything you need to know from our Trustee Application Pack and Role Descriptions, and where you can upload your cv and cover letter to us directly.
2 Via mail or drop off at our office at 26 Dunraven Place, BRIDGEND, CF31 1JD

Recruit3 is developed in Wales in association with WCVA (Registered charity 218093, Company limited by guarantee 425299) and The Big Issue Cymru (Co Registration No 3049322)

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