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Treasurer - voluntary role
  • London, UK
2 years ago
Accountant
Volunteer
Job Description

We expect this role to take an average of 4-5 hours a month, however additional hours may be necessary from time to time. We hold a Committee meeting every other month. These meetings are always held in an accessible venue in central London, which is close to bus stops and an accessible underground station. The meetings are always on a Tuesday evening from 6-8pm. Free food and drink is provided at meetings. We can reimburse you for the cost of your travel to and from meetings and any childcare arrangements that are necessary. Young babies are welcome to attend the meeting if this makes it easier for you.

KEY RESPONSIBILITIES

  • Oversee the financial affairs of the South East & London Regional Group and ensure they are legal, constitutional and within accepted accounting practice
  • Appraise the financial viability of plans and proposals, oversee the production of an annual budget and annually propose its adoption
  • Ensure proper records are kept and that effective financial procedures are in place
  • Monitor and regularly report the financial status of the organisation at Committee meetings
  • Keep accurate and up to date financial records of income and expenditure and produce necessary financial reports/returns and accounts
  • Deposit cheques and/or cash into the Committee bank account and receive committee bank statements
  • Send out invoices and/or receipts and pay committee bills and invoices
  • Assertively progress chase outstanding invoices or overdue payments, (e.g. from sponsors, partners or other regional groups)
  • Enhance the reputation of the Regional Group by ensuring prompt or timely payment to suppliers
  • Process expenses, ensure appropriate authorisation, arrange payment and administer the Region's Expenses Policy as required by the Institute of Fundraising
  • Facilitate payments and refunds for bookings on the Region's events, (e.g. First Thursday or Training courses)
  • Report regularly to the committee and national Institute of Fundraising on the financial situation of the group
  • Present accounts, (including income / expenditure, cash flow, fundraising performance) and update members at the Committee's meetings
  • Provide financial reports as required by the Institute and liaise with Institute's personnel regarding arrangements for the presentation of accounts to auditors
  • Abide by the Institute's Codes of Conduct, Fundraising Practice and terms of reference for the South East and London Regional Group
  • Chair income generation sub-committee meetings and clarify income and expenditure requirements with representatives of all other sub-committees each year
  • Promote membership of the Institute of Fundraising
  • Stay informed about committee matters, prepare for meetings and review meeting minutes and reports
  • Act as one of the signatories for the Committee bank account and ensure proper records are kept and financial procedures / controls are in place for cheque signatories, purchasing limits, purchasing systems, petty cash/ float and other expenditure, (e.g. travel and subsistence expenses, training or professional fees)
  • Store all documents relating to the Committee on the Regional Group's cloud-based storage service, undertaking to keep this shared space up-to-date and accurate
  • Regularly attend Committee meetings and make a serious commitment to participate actively in committee work
  • Make Committee members aware of their financial obligations, take a lead in interpreting financial data for them, work collaboratively with them and build positive working relationships that contribute to committee success

Required Knowledge, Skills, and Abilities
Knowledge and experience current financial practice relevant to voluntary or community organisations Knowledge of book-keeping and previous experience in financial control, budgeting and fundraising Good financial analysis skills Ability to write policies and procedures Ability to keep accurate records Experience or understanding of delivering systemic change within a profession Experience or understanding of improving accessibility and inclusivity within a professional organisation

Reference no: 8743

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