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Trustee – Treasurer

  • Erith, Kent

Bexley Borough Citizens Advice Bureaux Ltd

Bexley Borough Citizens Advice Bureau Ltd

Note: The overall role of a Treasurer is to maintain an overview of the organisation’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained. In charities without paid staff, the Treasurer may take a greater role in the day-to-day finances of the organisation.

Treasurer of Bexley Borough CAB
In addition to the general responsibilities of a trustee, duties of the treasurer include the following.

Overseeing, approving and presenting budgets, accounts and financial statements
Being assured that the financial resources of the organisation meet its present and future needs
Ensuring that the charity has an appropriate reserves policy
Preparing and presenting financial reports to the board
Ensuring that appropriate accounting procedures and controls are in place
Liaising with any paid staff and volunteers about financial matters
Advising on the financial implications of the organisation’s strategic plans
Ensuring that the charity has an appropriate investment policy
Ensuring that there is no conflict between any investment held and the aims and objects of the charity
Monitoring the organisation’s investment activity and ensuring it is consistent with the organisation’s policies and legal responsibilities
Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, for example the Charity Commission and/or the Registrar of Companies
If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented
Keeping the board informed about its financial duties and responsibilities
Contributing to the fundraising strategy of the organisation
Making a formal presentation of the accounts at the annual general meeting and drawing attention to important points in a coherent and easily understandable way
Sitting on appraisal, recruitment and disciplinary panels as required

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