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Treasurer Trustee Role

Hart CA is a member of National Citizens Advice, providing free, independent, impartial and confidential advice on a wide range of issues to the local community. We do so through a team of trained volunteers supported by a management team operating from offices in Fleet.

Trustee Treasurer role

We are looking for a finance professional, either working or retired, looking for an interesting and rewarding challenge. 

The role of the Treasurer is to oversee the financial affairs of Citizens Advice Hart, ensuring its financial viability whilst complying with relevant financial regulations, supported by a Finance Manager who carries out all financial accounting as part of the service delivery team.

The Treasurer is a Trustee officer of the Trustee Board and not a paid worker.

Main duties and responsibilities include: 

  • Explain, guide and advise the board on the key assumptions and financial implications of the local Citizens’ Advice budget’s, operational and strategic plans. 
  • Ensure the organisation has an appropriate reserves policy and a realistic budget that meets the services’ needs. 
  • 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 at least quarterly to ensure board members understand the accounts and implications. 
  • Understand the accounting procedures and key internal controls to assure the board that the charity’s financial integrity is sound. 
  • Supporting the Finance Manager to explain, guide and advise the local Citizens Advice on the approval of budgets, accounts and financial statements with the organisation’s framework. The Finance Manager is responsible for: 
    • Maintaining the monthly and quarterly accounts – including payroll journal uploads, quarterly Income & Expenditure and Balance Sheet updates, cash flow reports and management accounts.
    • Planning future budgeting and present financial forecast.
    • Preparing year-end accounts in the required format. 
    • Preparing and submitting financial reports in agreed format for board meetings, etc.
    • Maintaining oversight of relevant bank account(s), keeping up to date with any correspondence with the bank on behalf of the organisation. 
    • Maintaining communication with the CO and board of trustees on financial matters as appropriate. 


You will have a strong financial background, be able to explain financial matters and the financial consequences of the strategic plan clearly and succinctly based on sound analysis. 

While a financial qualification is desirable, relevant experience is more important. Empathy with the types of issues faced by Citizens Advice Hart’s clients is also important. 

The role is voluntary. Board meetings are held 8 times a year. Estimated time commitment is 1/2 a day per week. 


Contact Details 

For an informal discussion or to request an application form please contact: 

Roger Durdle 

Trustee and Company Secretary | Citizens Advice Hart  


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