About the organisation
Citizens Advice Wigan Borough (CAWB) is the operating name of Citizens Advice Service in the Borough of Wigan and is an independent charity and a company limited by guarantee.
We provide free, independent, impartial and confidential advice and information to anyone, regardless of age, race, sex, ethnic origin, sexual orientation, disability or religious belief.
Our vision is that: People can access our service easily and have the knowledge and confidence they need to find a way forward, whatever the problem.
What we will do to achieve this is set out in our mission statement which is: To support our communities' health and wellbeing through the provision of quality advice which empowers people to overcome their problems, and to speak up for those who are treated unjustly, championing equal, diverse and inclusive policy and practice.
We deliver through a variety of channels, including face to face, telephone, email, video and webchat. We are currently funded to deliver advice on matters such as, welfare benefits, debt, energy and pensions and we will support people with other linked issues, such as housing and employment, or point them in the right direction if they need help with other matters.
About the role
We are looking for a new Honorary Treasurer to join our Board of Trustees and help us achieve our mission. We expect that the successful candidate will be someone with knowledge and experience of organisational finances, who can explain complex finance information in an accessible way. Ideally they might also have some experience of charities, but that is not essential.
We are particularly keen to broaden the diversity of our Board, for example in terms of background, ethnicity and disability.
Key Responsibilities of the Treasurer
● explain, guide and advise the Board on the key assumptions and financial implications of the CAWB budgets, operational and strategic plans
● ensure that CAWB has an appropriate reserves policy and a realistic budget that meets the Charity's needs
● Explain, guide and advise the Board on the approval of budgets, accounts and financial statements with the organisation’s framework
● keep the board informed about its financial duties and responsibilities
● monitor the organisation’s income and expenditure position and present accessible reports at least quarterly to ensure board members understand the accounts and implications
● Ensuring that full financial records are kept for all transactions, and that proper financial procedures and controls are in place to safeguard the organisation’s resources
● Ensuring that accounts are prepared at year-end in compliance with the SORP Accounting for Charities and making arrangements for them to be audited or independently examined, as required by the Charity Commission
The CAWB Trustee Board usually meets on a Tuesday evening for approximately 2 hours (5.00 pm - 7.00 pm) every 6-7 weeks (alternating in person at the offices in Leigh, and via video-conference), although you may need to attend other meetings if you’re involved in specific projects, or meet with volunteers and staff occasionally. There is also an annual trustee strategic planning day which we ask trustees to attend
Our ideal candidate
You will need to:
● have financial qualifications or experience
● excellent numeracy skills to understand accounts
● be able to explain complex financial information in an accessible way
● have good listening, verbal and written communication skills
● be able to exercise good independent judgement and if necessary make difficult recommendations
● some knowledge or experience of charity finances, fundraising, and pension schemes is preferred but not essential
What’s in it for you
● you will contribute to making a positive impact for people in Wigan Borough by ensuring CAWB is sustainable and
meeting the needs of our communities
● meet people and develop relationships with trustees, staff and other volunteers
● build on your governance, leadership and strategic skills
● increase your employability
Apply for the role
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Please provide a cover note if it is requested in the role description. Applications which are personalised, setting out your motivations for volunteering for the organisation and relevant skills/experience, are far more likely to be successful.