Voluntary Treasurer for Substance Misuse Charity

• 8-10 board meetings per year
• 6-8 finance working group meetings per year
• Yearly AGM
• Liaise with Bookkeeper monthly or as required

Overall purpose

Act as Finance Lead for SDAC and to guide and advise the Board on the charity’s financial health and performance. Ensure compliance with Charity Commission and Companies House regulations and obligations.

Main duties and responsibilities

• Guide and advise the board on its financial duties and responsibilities, production of budgets, accounts and financial statements
• Ensure compliance with statutory financial and charity regulations as they relate to financial matter
• Revise and draft financial policies for approval by the board
• Ensure effective financial management systems are in place
• Oversee the accuracy of the monthly financial and management accounts
• Oversee payments of invoices and expenses
• Oversee accounting policies and procedures and key internal financial controls
• Liaise with SDAC’s accountants over production of the annual financial accounts
• Ensure the timely filing of the financial statements and maintain the Company’s register with Companies House
• Preparing reports for the board
• Guide and advise the Chair and Board on financial matters
• Experience of accounts and accounting
• Understanding of charity finance, including “statement of recommended practice” (SORP)

Person specification

Understanding of fundraising and allocating income such as grants, donations and gifts appropriately

• Qualified accountant preferred
• Good communication skills and ability to work as part of a team
• UK resident with ease of access to Surrey for meetings