Treasurer (CSVA)

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Home-Start Epsom, Ewell and Banstead do the most amazing work supporting local vulnerable families. We have an exciting new opportunity to recruit a Treasurer.

The overall role of a treasurer requires the skills and ability to commit 2/3 hours a week preferably in the office to. 

· Maintain an overview of the scheme’s affairs ensuring its financial viability

· Ensure that proper financial records and procedures are maintained

What skills do I need?

  • You will be expected to attend 4 Board Meetings a year, the AGM in the Autumn and to support and meet staff and volunteers regularly. 

    General responsibilities:

    · The scheme complies with its governing document, charity law, company law and any other relevant legislation or regulations.

    · The scheme pursues its objects as defined in its governing document.

    · The scheme applies its resources exclusively in pursuance of its objects (the charity must not spend money on activities which are not included in its own objects)

    · Contribute actively on the board of trustees’ giving firm strategic direction, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.

    · Safeguard the good name and values of Home-Start and the scheme.

    · Ensure the effective and efficient administration of the scheme.

    · Ensure the financial stability of the scheme.

    · Protect and manage the assets of the scheme and to ensure the proper investment of scheme funds.

    · Ensure the scheme complies with the Quality Assurance standards and criteria relating to financial management.

    · Make a formal presentation of the accounts at the annual general meeting, in a coherent and easily understandable way.

    In addition, each trustee should use their specific skills, knowledge or experience to help the board of trustees reach sound decisions. This may involve:

    · examining board papers

    · leading discussions

    · focusing on key issues

    · providing guidance on new initiatives

    · sitting on recruitment, discrimination and grievance panels as required

    · contributing to sub committees and working groups as required

    Additional duties of the treasurer

    · Approve and present budgets, accounts, and financial statements.

    · Assure the financial resources of the scheme meet its present and future needs.

    · Support staff in the use of QuickBooks, payroll, and general financial transactions.

    · Claim gift aid.

    · Ensure that the scheme has an appropriate reserves policy.

    · Prepare and present financial reports to the board.

    · Ensure appropriate accounting procedures and controls are in place.

    · Liaise with any paid staff and volunteers about financial matters.

    · Advise on the financial implications of the scheme’s strategic plans.

    · Ensure the scheme has an appropriate investment policy.

    · Ensure there is no conflict between any investment held and the aims and objects of the charity.

    · Monitor the scheme’s investment activity, ensuring consistency with the organization’s policies and legal responsibilities.

    · Ensure the scheme’s compliance with legislation.

    · Ensure equipment & assets are adequately maintained and insured.

    · Ensure that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies i.e. The Charity Commission and/or the Registrar of Companies.

    · Where external scrutiny of accounts is required, check the accounts are examined in the manner required (independent examination or audit) and recommendations are implemented.

    · Keep the board informed about its financial duties and responsibilities. 

    · Contribute to the fundraising strategy of the scheme 

Posted for
Home Start Epsom, Ewell & Banstead (CSVA)

Quick Enquiry


  • Children
  • Families and Parenting
  • Mental Health


  • Finance
  • Trusteeship, Committee Work


  • Accessibility
    Currently we have an upstairs office
  • Age restrictions
  • DBS check required
  • Equal Opportunities Policy
  • Expenses reimbursed
  • Health and Safety Policy
  • Volunteer Policy
  • Volunteers covered by insurance
  • Written role description

When can I volunteer?

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Availability Details

The overall role of a treasurer requires the skills and ability to commit 2/3 hours a week preferably in the office to: We have Trustee meetings 4 times a year (currently on a Wednesday evening) with an AGM in the Autumn. Board papers need reading and flexible support for staff and volunteers is required


128 Great Tattenhams
KT18 5SE

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