Honorary Treasurer/Trustee

Citizens Advice Birmingham is a local charity dedicated to serving the people of Birmingham by providing them with advice and information on a wide range of subjects. 

Citizens Advice Birmingham is seeking a financially qualified and/or experienced volunteer to join our Trustee Board as Honorary Treasurer.  

What will you be doing?

The new Treasurer will join a committed board of trustees with many years’ experience. We are proud that we are a fit for purpose organisation with robust financial and performance management systems and, most importantly, a skilled and committed staff team.

As Treasurer you will work closely with our Finance Manager to monitor the financial administration of the organisation and report to the Trustee Board in compliance with the governing document and legal requirements. 

We are looking for a financial professional with some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes who can explain complex financial information in an accessible way.

The role will provide a great deal of satisfaction, supporting a local charity that has an excellent reputation for delivering quality advice services to the community. The position of Honorary Treasurer will also provide the opportunity to enhance your skill set, utilise your expertise and share your knowledge.

This is a voluntary role, but all reasonable expenses are reimbursed. We welcome applications from all sections of the community to enable us to have a diverse Trustee Board that reflects our clients and communities.

If you have financial skills and knowledge and are interested, or you know someone who might be interested, in joining our Trustee Board, please contact us via Reach for more information. 

What are we looking for?

You’ll need to:

• understand and accept the responsibilities and liabilities as trustees
• have financial qualifications or experience
• have 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
• have 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 Citizens Advice Birmingham’s aims, principles and policies, including confidentiality and data protection
• be willing to undertake training in your role

What difference will you make?

As our Honorary Treasurer, you make a positive impact for people in your local area by ensuring Citizens Advice Birmingham is sustainable and meeting the needs of the community

Time Commitment

Around 5 hours/month. The Trustee board usually meets in the evening. You may need to attend other meetings occasionally.

Before you apply

If you have financial skills and knowledge and are interested, or you know someone who might be interested, in joining our Trustee Board, please contact us via Reach for more information.