At a glance

Skills

Accountancy / Auditing
Bookkeeping
Financial management

Where

Chelmsford, CM1 1FW

Remote opportunity

Time

Either in or out of office hours Estimate of time needed:
0-5 hours / month

A financial professional who manages various financial aspects of an organization, including cash management, risk management, investment activities, and financial planning.

What will you be doing?

What will you do?

complete an introduction for your role
maintain an awareness of how the local Citizens Advice is operating
read papers for board meetings and attend approximately 8 meetings per year in addition to leading on any Finance Committee meetings to discuss finances in more detail
explain, guide and advise the board on the key assumptions and financial implications of the local Citizens’ Advice budgets, operational and strategic plans
ensure that the organisation has an appropriate reserves policy and a realistic budget that meets the services’ needs
Supporting any paid or voluntary finance officer to explain, guide and advise the local Citizens Advice 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 any paid or volunteer finance officer present
accessible reports at least quarterly 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 Citizens Advice staff, such as the Chief Officer to give information and advice on financial matters
work together with other trustees or staff within the local Citizens Advice to further the strategic objectives of the local Citizens Advice, 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 the local Citizens Advice
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

What are we looking for?

What do you need to have?

You’ll need to:

understand and accept the responsibilities and liabilities as trustees
have financial qualifications and experience
some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes
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 judgment and if necessary to make difficult recommendations
excellent good 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 difference will you make?

What’s in it for you?

make a positive impact for people in your local area by ensuring the local Citizens Advice 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.

Before you apply

https://chelmsfordcab.org/volunteer/

About Citizens Advice Chelmsford

Causes

Counselling / advice

Organisation type:

Charity

The Citizens Advice service helps to give people the information and tools they need to resolve their problems. As the UK's largest advice provider, we are trained to assist with most issues,...

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