1. Citizens Advice South Warwickshire

Treasurer

South Warwickshire

Citizens Advice South Warwickshire (CASW) is inviting expressions of interest for the voluntary role of Treasurer. This is an exciting opportunity for an individual with strong financial expertise to join a dedicated and talented Trustee Board and help shape the future of a trusted and impactful organisation. As Treasurer, the appointed candidate will play a central role in ensuring the financial sustainability and strategic direction of the charity.

Closing date for applications

Who we are

Citizens Advice South Warwickshire is a community based organisation helping the people in the South of the County across a range of issues including debt, housing and employment.

This is an exciting and challenging time to join us and I would encourage you to read our information pack and submit an application to be our Trustee Treasurer.


The role

The Treasurer is a key member of the Trustee Board, providing financial oversight and strategic guidance to help secure the long-term sustainability of CASW during a challenging time for the voluntary sector.

Key Responsibilities:

  • Advise on the financial implications of CASW’s strategic plans, including financial risk management.
  • Collaborate with the CEO and Finance Manager on the presentation of budgets, management accounts, and statutory financial reports to the Board.
  • Ensure accurate financial record-keeping and implement appropriate accounting procedures and controls.
  • Monitor the financial viability of the organisation and support decisions on resource allocation.
  • Ensure that investments and assets are being managed effectively.
  • Support Trustees in understanding their financial responsibilities and enhance the Board’s collective financial literacy.
  • Oversee compliance with all contractual and funding obligations.
  • Promote and uphold good governance in line with CASW’s Articles of Association and Charity Commission best practice.

Candidate Profile:

Essential:

  • Passion and commitment to CASW’s mission and strategic goals.
  • Strategic mindset with experience interpreting complex financial data and supporting long-term planning.
  • A recognised financial qualification or substantial experience in a strategic finance leadership role.
  • Demonstrable commitment to diversity, equity, and inclusion.

Desirable:

  • Prior experience as a Trustee or Treasurer, particularly in the charity sector.
  • Understanding of charity finance regulations and reporting requirements.

Time Commitment:

  • Attendance at approximately six Board meetings per year.
  • Chairing of the Finance Sub-Committee (approximately six meetings annually).
  • Participation in Away Days and occasional ad hoc support to staff or fellow Trustees using financial expertise.

Data Protection Notice:
All application information will be used strictly for recruitment purposes and in accordance with relevant data protection legislation.

Supporting document(s)

  • casw-trustee-recruitment-pack-2025-1-.pdf - Download

Our commitment to diversity & inclusion

Trustees Unlimited believes that diverse boards strengthen society. We will strive to remove the barriers that prevent people from applying to become trustees and help our clients to recruit and support people with a wide range of skills and lived experience.

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Our commitment to diversity & inclusion