Trustee Treasurer - Citizens Advice South Warwickshire

Russam Gms; United Kingdom; Remote; GBP 100,000 - 125,000; Part time

Job summary

A local charity in the United Kingdom seeks a Trustee Treasurer to provide financial oversight and strategic input. This role involves advising on the charity’s financial planning and maintaining good governance. The ideal candidate will have a strong financial background and a passion for charitable work, with excellent communication skills to translate complex information into actionable insights.

Qualifications

• Experience of successfully dealing with strategic issues.
• Ability to translate complex financial information into clear insights.
• Experience of serving as a Trustee or Treasurer, or working within the charity sector.

Responsibilities

• Advise on financial implications of the charity’s strategic plan.
• Work with CEO and Finance Manager on budgets and financial statements.
• Ensure proper accounting records and controls are in place.

Skills

Excellent communication skills

Strong strategic insight

Commercial acumen

Passion for charity work

Commitment to diversity and inclusion

Education

Recognised professional accounting qualification (e.g. ACA, ACCA, CIMA)

Job description

Home > Vacancies > Trustee Treasurer - Citizens Advice South Warwickshire

Trustee Treasurer - Citizens Advice South Warwickshire

Citizens Advice South Warwickshire is a local charity offering free, confidential, and impartial advice to anyone who needs it. Whether it’s a simple question or a complex situation involving multiple issues, we’re here to help.

Every year, we support thousands of people across South Warwickshire — including Warwick, Kenilworth, Leamington Spa, Stratford-upon-Avon, and surrounding villages — to find a way forward.

Our friendly, community-based team offers a wide range of services: from signposting and general advice to specialist support in areas like debt and housing. Help is available in person, by phone, online , and in some cases, through home visits.

We believe in empowering people through advice, education, and support — and by influencing policies that affect our clients. Everything we do benefits not just individuals, but the wider community. We\'re here for everyone.

The Role

This is a fantastic opportunity to join an effective and passionate Board of Trustees who work together with respect, energy, and purpose.

Our Trustees collaborate constructively and share a genuine commitment to making a difference. With CASW in a strong financial position, there are plenty of opportunities to shape our future strategy. It’s an inspiring time to get involved — a chance to make a real impact and see the value of your contribution.

Key responsibilities:

• To advise on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk management process.
• To work with the CEO and the Finance Manager on the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.
• To ensure that at a Board level, proper accounting records are kept, and that appropriate accounting procedures and controls are in place.
• To monitor and advise on the financial viability of the charity.
• To ensure investments and assets are maximised
• To keep the Board informed about its financial duties and responsibilities and develop the financial understanding of the Board of Trustees.
• To ensure that CASW is operating in line with contractual and funding requirements, offering advice and support to achieve charitable objectives.
• To maintain good governance of the charity in line with legal and contractual obligations, including our Articles of Association and Charity Commission best practice.
• To Chair the Finance Sub Committee

The Person

We’re looking for someone who can commit the time and energy to make a real difference in South Warwickshire — a passionate team player with strong strategic insight and commercial acumen.

You’ll bring excellent communication skills and the ability to translate complex financial information into clear, accessible insights that support effective decision-making.

• Passion and commitment to Citizens Advice South Warwickshire’s mission and strategic objectives
• Recognised professional accounting qualification (e.g. ACA, ACCA, CIMA)
• Experience of successfully dealing with strategic issues, interpreting complex information and business planning
• A demonstrable commitment to diversity and inclusion
• Experience of serving as a Trustee or Treasurer, or working within the charity sector
• Knowledge of the regulatory requirements around financial discipline and reporting relating to charities

Further Information

For further information about Citizens Advice South Warwickshire, the role, and the person we are looking for, please download the Candidate Information Pack .

How to Apply

If you\'d like to join the board of this brilliant charity, please provide the following with your application:

• An up to date CV, with details of two referees (we won\'t contact them without your prior consent)
• A short supporting statement which addresses how you meet the criteria, and outlines your motivations for applying

Closing date for applications: Monday 24th November 2025
Interviews with Citizens Advice South Warwickshire: Thursday 11th December 2025