Finance Assistant

November 2023

Finance Assistant

Role Overview

The Volunteer Finance Assistant will help with the banking and financial record keeping for all Coultershaw activities. We are a small charity and most transactions take place in our open season – Easter to September. Transactions are usually online but some visitors choose to pay or donate in cash. A Trustee will oversee the record keeping and prepare statutory accounts for independent examination.

Specific tasks

  • Pay, via bank transfer, authorised invoices
  • Upload invoices (or photos of paper invoices). Retain paper copies.
  • Keep an online record of all transactions and reconcile with the downloaded bank statements
  • Periodically download online donation details and add to record keeping
  • Provide a small cash float for each open day and collect and bank cash takings (this task can be shared with a more local volunteer if required)
  • Keep a full cash record and periodically bank the receipts

Skills required

  • A good understanding of spreadsheets
  • Familiarity with online payments and downloading bank statements

Estimated workload

  • 1~3 hours/week in the open season
  • Less than 1 hour/week in the closed season

If you would like to find out more about this role please email Barry Flannaghan (Chair of Trustees) at [email protected] to arrange an informal phone call or site visit.

Closing date: 7 January 2024