ROLE DESCRIPTION

ROLE TITLE:Branch Treasurer

LAST UPDATED:March 2013

REACH:BranchRegionUK & ROIInternational

  1. MAIN PURPOSE OF ROLE

The Branch Treasurer will monitor the financial matters of the branch and report to the branch committee and Samaritans General Office at regular intervals about the financial health of the branch.

  1. POSITION AND SUPPORT IN ORGANISATION

Accountable to:The Branch Committee and Regional Treasurer

Accountable for:

Liaises with:

Works within a team of:

  1. KEY RESPONSIBILITIES
  • To manage the branch’s finances.
  • To oversee and present budgets, accounts and financial statements.
  • To work in close cooperation with, and provide support and advice to, the branch committee.
  • To ensure that proper accounts and records are kept, ensuring financial resources are spent and invested in line with good governance, legal and regulatory requirements.
  • To be instrumental in the development and implementation of financial, reserves and investment policies.
  • To attend meetings and report on the branch’s financial position as and when required.
  • To prepare an annual financial statement for General Office.
  • To raise cheques and pay invoices as requested.
  • To act as a signatory on cheques.
  • To pay volunteer expenses as agreed by the branch Committee.
  • To bank all cheques received.
  • To liaise with the branch’s bankers as/when required.

Note: The Branch Treasurer does not make the decision about where money is spent. The Director (Chairmen in Scotland) and branch Committee authorises this.

  1. QUALITIES & EXPERIENCE
  • The branch Treasurer will, ideally, have experience of financial administration, financial management and of managing a budget.
  1. APPOINTMENT AND TIMESCALES
  • The term of office is usually three years
  1. LOCATION, TRAVEL & EXPENSES

•Samaritans regional and UK or ROI meetings

  1. BENEFITS
  • Opportunity to develop skills
  • Personal development
  • Reimbursement of volunteer expenses
  1. RECRUITMENT AND SELECTION PROCESS

This role description has been constructed as a best practice template. To ensure it remains in line with current Samaritans policy and operating practice, any branch adaptations to the content should be made following consultation with the Volunteering Team.

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