Charity Treasurer & Trustee
Practical details
Volunteering • Longer term volunteering
Contact person
Caroline Walker
#129928
Scan me or visit www.volunteerbrum.org/o/The-Greenhouse-at-Barnes-Close/activities/Charity-Treasurer--Trustee/129928 to join
A key board member, the Treasurer oversees the organisation’s financial health & financial controls, so that the board canmake informed, responsible decisions.
Key Responsibilities
Financial Oversight
- Monitor the charity’s financial position and report at board meetings which are generally every other month.
- Ensure the charity operates within its financial means and complies with its budget.
- Oversee the preparation of annual accounts in line with legal and regulatory requirements. There is the possibility of outsourcing this task if needed.
- Ensure appropriate financial controls and policies are in place (e.g., expenses, reserves, procurement).
Budgeting & Planning
- Work with Operations Manager and Director to support and test the annual budget, with input from trustees.
- Work with Operations Manager and Director to support and test financial forecasting, highlighting risks and opportunities.
- Support strategic planning by providing clear financial insight.
Record Keeping & Compliance
- Ensure accurate financial records are maintained, through check-ins with our Quickbooks accounts and accountability in the use of good processes.
- Oversee submission of annual returns to the Charity Commission and HMRC.
- Ensure compliance with charity law, financial regulations, and reporting standards (e.g., SORP for larger charities).
- Gift Aid Claim. There is the possibility of outsourcing this task if needed.
Board Support & Communication
- Present financial information in a clear, accessible way to trustees.
- Advise the board on financial implications of strategic decisions.
- Act as a point of contact for auditors, independent examiners, or finance staff/volunteers.
Banking & Payments
- Oversee banking arrangements and ensure proper authorisation of payments.
- Monitor cash flow and ensure adequate funds are available for operations.
Skills & Experience
- Financial literacy (e.g., bookkeeping, accounting, budgeting) Ensures accurate oversight and reporting
- Understanding of charity finance
- Ability to explain financial information clearly
- Integrity and sound judgement
- Experience with financial software (e.g., QuickBooks)
- Financial literacy (e.g., bookkeeping, accounting, budgeting) Ensures accurate oversight and reporting
- Helps navigate Charity Commission rules and fund restrictions
- Ability to explain financial information
- clearly Supports good governance and informed decisions
- Integrity and sound judgement Essential for safeguarding charity assets
Time Commitment
- Typically 4–5 hours per month.
- Attendance at trustee meetings every other month.
- Additional time during budgeting or year‑end reporting.
What Makes a Great Treasurer
A strong Treasurer isn’t just good with numbers—they’re someone who can translate financial complexity into clarity, help the board stay confident and compliant, and keep the charity’s vision and values at the centre of every financial decision.
Related to
About The Greenhouse at Barnes Close
The Greenhouse at Barnes Close is an ecumenical Retreat Centre, run by a small charity. We have day and residential retreats, community gatherings and more for groups and individuals to find a space to explore faith and find peace; for people who come to rest, reflect and grow.
Our volunteers are so important in helping to look after and care for our five acres of beautiful grounds, our 120 year old home (part of the Cadbury family legacy), and of course our visitors.
Could you be a part of our growing group of volunteers as we dream, garden, prune, paint, cook, clean, administrate, fix and have a great time together in a peaceful place.
We have monthly volunteer days on Sundays and Mondays, so it could be just 1 day a month that you commit to us. Alternatively, we have some regular weekly opportunities for individuals.