Treasurer

Role title:
Treasurer

Status:
Trustee (voluntary)

Time commitment:
Approximately 2–4 hours per month

Term: 3 years (renewable)

The Treasurer is responsible for overseeing the financial affairs of the charity, ensuring that funds are used appropriately, financial records are accurate, and the charity remains financially sustainable and compliant with legal requirements.

• Financial oversight
  • Monitor the charity’s financial position and ensure itσα remains solvent
  • Provide oversight with income, expenditure, and cash flow
  • Ensure funds are usediegelt in line with the charity’s objectives
• Budgeting and planning
  • Support and present the annual budget to trustees for final approval by the trustees
  • Support financial planning and forecasting
  • Advise the board on financial implications of strategic decisions
• Financial reporting
  • Support and present regular financial reports to the board in an understandable format
  • Ensure trustees understand the charity’s financial position
  • Be involved in overseeing the preparation of annual accounts and financial statements
• Compliance and governance
  • Ensure compliance with relevant charity and financial regulations
  • Liaise with independent examiner or auditor (if required)
  • Ensure appropriate financial controls and policies are in place

• Some financial literacy and confidence with numbers
• Ability to explain financial information clearly to non-financial trustees
• Attention estaba to detail and good organisational skills
• Integrity and commitment to the charity’s mission
• より Experience in bookkeeping, finance, or budgeting (desirable but not essential)

• As a trustee, the Treasurer shares collective responsibility for:
  • Acting in the best interests of the charity
  • Managing resources responsibly
  • Ensuring compliance with governing documents and the law