Treasurer and Bookkeeper Volunteer

Treasurer and Bookkeeper Volunteer

What the role involves:

A support group treasurer and bookkeeper take on specific roles and responsibilities in the managing and reporting of the group’s finances.  One volunteer can do both roles or two volunteers can work together, dividing responsibilities.  The key tasks are:    

Bookkeeper:

• Digital recording of all group income and expenditure using a monthly account spreadsheet
• Submit monthly accounts to the Stroke Association together with receipts and paying in slips  
• Have access to the group’s online bank account to pay invoices
• Prepare a financial summary for the annual review meeting of the group 
• Liaise closely with the group treasurer (where the role is split)  
• Aware of the Stroke Association financial guidelines
• Work together with the Stroke Association’s Finance Administrator

Treasurer/card holder:

• Manage the groups prepaid card
• Oversee the day to day income and expenditure, using the group’s pre-paid card and petty cash 
• Have access to the group’s online bank account to pay invoices
• Ensure all expenses and invoices are paid on time
• Bank any cash or cheques with the Barclays deposit card 
• Each month collate receipts, invoices, volunteer claims and registers of all group income and expenditure and email to the bookkeeper (where the role is split) Liaise closely with the book keeper (where the role is split) 
• Ensure the group follows the Stroke Association’s financial guidelinesWork with fellow volunteers to ensure the group spends in line with the charitable objectives and financial information is transparent 
• Work together with the Stroke Association’s Finance Administrator

Skills, attitude and experience needed

Bookkeeper:

• Good numerical skills and able to maintain clear and accurate financial records
• Able to use basic excel and send emails. You will need access to your own computer or device to do this role.
• Organised 
• Team player, able to work well with others and seek support when needed
• Willing to work in line with financial guidelines, policies and charity commission’s requirements

Treasurer/cardholder:

• Able to use online banking and send emails. You will need access to your own computer or device to do this role.
• Organised 
• Team player, able to work well with others and seek support when needed
• Willing to work in line with financial guidelines, policies and charity commission’s requirements

What the role can offer you personally:

As a treasurer and bookkeeper, you will play a significant role in supporting and developing a welcoming community for people affected by stroke.  The role provides an opportunity to engage with your local community and meet new people.  You can be part of volunteering team that provides support, information, reassurance and motivation in rebuilding lives. 

Many of our treasurer, cardholders and bookkeepers say that this role is a great way to engage with, and support, their local community.  They feel like they are making a difference and giving something back.  

It also offers you a chance gain and develop professional skills, by volunteering with a well-respected charity.  

Training for this role:

We provide all of our support group treasurers, cardholders and bookkeepers with training so they feel confident in the role and give the best possible support to stroke survivors.  All training is over Zoom.

Essential training that you need to undertake for this role is:

• The Stroke Association’s People welcome session (2.5 hours over Learn)
• GDPR (online module over Learn and factsheet)
• Safeguarding training (online module over Learn)
• Finance training modules (total of 3 hours)

We also offer ongoing support and expenses where appropriate.

Where and when you would volunteer:

The bookkeeper can be a remote role, supporting the financial running of a group from your home for approximately 2 hours per month.  As you are not going to the group, you do not need to do the safeguarding training.  You’ll need to do the other essential training though.

The treasurer/cardholder is usually a face to face role, one which requires attending the group sessions for sometimes up to 2 hours a week.  This will depend on how often your local group meets.

Our vision is for there to be fewer strokes, and for people affected by stroke to get the help they need to live the best life they can.

Our core purpose is to be the trusted voice of stroke survivors and their families. We want to drive better outcomes in stroke prevention, treatment and lifelong support for everyone affected by stroke.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.