• VO98744
  • Board/trustee role


We are currently seeking a new finance director to join our board and we hope to find someone who has experience of financial management and accountancy. We would like our Board to be representative of our local community and so would welcome approaches from people who live locally or have lived experience of issues facing our clients. We encourage applications from all sectors of the community and you do not need to have board experience to apply, we will support you with tailored training based on your level of experience.

Role and responsibilities:
As well as bearing all the fiduciary duty of a board officer, the finance director is the person specifically entrusted with overseeing the management of the bureau funds. They will work with the bureau manager in the day-to-day financial business. The finance director is also responsible for ensuring that accurate records are maintained and the board is informed of all relevant financial matters.

The tasks associated with this post are:
• liaising with and advising the Manager and Board on financial matters
• controlling and accounting for the bureau’s finances, ensuring that full financial records are kept for all
transactions and carrying out all approved banking transactions
• ensuring that proper financial procedures and accounting practice are in place to safeguard the bureau’s
• preparing financial statements for board meetings and for the annual general meeting
• liaise with the appointed Independent examiner for the annual review of accounts
• preparing an annual budget and advising the board of its financial requirements for the year ahead

Organisation aims and objectives

Roxburgh & Berwickshire CAB is an independent charity that provide free and confidential advice and information within your local community. There is a Citizens Advice Bureau in almost every community in Scotland, across almost 300 locations, helping more than 260,000 people each year. Because Citizens Advice Bureaux are managed and used by people within the community, they deliver services that meet the needs of local people. They provide practical advice, negotiate on behalf of clients and even represent them formally, such as at tribunal hearings. Common areas of inquiry include:- Benefits, Debt and money advice, Consumer issues, Work-related problems, Housing and Relationships


Minimum age: 18


Taster available: Yes
Support: Named Contact For Volunteer,
Wheelchair Access/Disabled Access Toilet