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About the organisation

  • Providing a quality advice service which meets the changing advice needs of our community

  • Improving the policies and practices that affect peoples' lives, through campaigning and providing a voice for them to be heard

  • Promoting equality and diversity in our community, by challenging and preventing prejudice and discrimination and ensuring equal access to all

About the role

  • Complete an introduction for your role

  • Maintain an awareness of how Citizens Advice Wigan Borough (CAWB) is operating

  • Read papers for board meetings and attend 8 board meetings per year in addition to leading on any Finance Committee meetings and attending meetings with the auditors

  • Explain, guide and advise the board on the key assumptions and financial implications of CAWB’s budgets and operational and strategic plans

  • Ensure that the organisation has an appropriate reserves policy and a realistic budget that meets the services’ needs

  • Support the Chief Officer and Finance Manager to explain, guide and advise on the approval of budgets, accounts and financial statements with the organisation’s framework

  • Present accounts at the Annual General Meeting (AGM) in an accessible way for volunteers and staff

  • Ensure that annual accounts are prepared in compliance with SORP (Statement of Recommended Practice) Accounting for Charities and submitted by the deadline to the Charity Commission and/or Registrar of Companies, and make arrangements for them to be audited or independently examined as required

  • Keep the board informed about its financial duties and responsibilities

  • Monitor the organisation’s income and expenditure position and in conjunction with the Finance Manager, present accessible reports on a quarterly basis to ensure board members understand the accounts and implications

  • Understand the accounting procedures and key internal controls to be able to assure the board that the charity's financial integrity is sound

  • Work with staff, such as the Chief Officer or Finance Manager to give information and advice on financial matters

  • Work together with other trustees or staff to further the strategic objectives of CAWB, including developing a fundraising strategy

  • Take an active discussion during board meetings and work with other trustees to:

  • Set policy and strategy direction, set targets and evaluate the performance of CAWB

  • Seek the views of all sections of the community and monitor how well the service meets the needs of the local community

  • Ensure that the service plans for the recruitment and turnover of staff and volunteers

  • Ensure that all the finances and supporting financial control systems of CAWB are in order, including that full financial records are kept for all transactions, that money is only spent for the purpose given, and that proper financial controls are in place to safeguard the organisation’s resources

  • Monitor the financial position of CAWB ensuring that it operates within its means and objectives, ensuring that there are clear lines of accountability for day to day financial management

Our ideal candidate

  • Uunderstand and accept the responsibilities and liabilities as trustees

  • Have financial qualifications or experience

  • Some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes (preferred)

  • Be non-judgmental and respect views, values and cultures that are different to your own

  • Have good listening, verbal and written communication skills

  • Be able to exercise good independent judgement and if necessary make difficult recommendations

  • Excellent numeracy skills to understand accounts

  • Be able to explain complex financial information in an accessible way

  • Be willing to learn about and follow the Citizens Advice aims, principles and policies, including confidentiality and data protection

  • Be willing to undertake training in your role

What’s in it for you

  • Make a positive impact for people in your local area by ensuring that CAWB is sustainable and meeting the needs of the community

  • Meet people and build relationships with trustees, staff and other volunteers

  • Build on your governance, leadership and strategy skills

  • Increase your employability

And we’ll reimburse expenses too.

Apply for the role

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Thank you, your application has been submitted

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.

Treasurer Trustee

Citizens Advice Wigan Bureau

Apply by

30 Jun 2024







Time commitment

0-5 hours per month
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