Shaping our Future Charitable Trust facilitates open, independent, resident-driven conversations that help communities in the Upper Clutha and Queenstown Lakes Districts shape future decision-making. Through forums, workshops, and community engagement, they bring people together to discuss local challenges, develop solutions, and share recommendations with decision-makers. Their work makes it easier for residents to have a voice in how their communities grow and adapt to change.
The role of Treasurer of the Trust’s Board includes:
- Preparing and monitoring the annual budget and forecasting.
- Maintaining accurate financial records using Xero.
- Keeping records of all payments and income received.
- Ensuring financial reports are prepared and clearly presented at Board meetings.
- Preparing annual audit information and coordinating the audit process with the accountant.
- Providing Treasurer’s reports at regular meetings and as required.
- Producing the annual financial report.
- Issuing accounts and paying invoices.
Requirements
This role would suit a person who:
- is well organised and can work in a logical orderly manner.
- can allocate regular time periods to maintain financial records.
- can keep accurate records using Xero.
- is aware of financial information which needs to be kept for the annual audit.
A Ministry of Justice background check is required for this role.
Time commitment
The estimated time commitment required as the Treasurer is:
- 1 hour per week,
- 2-5 hours per month for monthly reporting and board meeting;
- 5-10 hours per year for annual performance report.
Getting started
The first step is to express your interest by filling out the form below.
We will then put you in touch directly with the organisation for more information on the role and how to proceed.
Ref: 2953
Committee & Board
Enquire about this role: