Treasurer and Administrative Support

About us

JubyLee Bakes CIO is a small but impactful charity dedicated to supporting adults with learning disabilities by providing opportunities to engage in baking and catering to commercial standards. Our mission is to foster social inclusion, skill development, and financial sustainability through our activities. We believe in the transformative power of meaningful work and strive to create an inclusive environment where everyone can thrive.

Role Overview

The Treasurer will play a crucial role in ensuring the financial health and sustainability of JubyLee Bakes CIO. This position requires a unique blend of financial acumen, strategic thinking, and a deep understanding of the charity sector, particularly in relation to supporting individuals with learning disabilities. The Treasurer will oversee all financial operations, contribute to strategic planning, ensure compliance with legal requirements, and support the operational needs of the charity. 

Skills

We are looking for:

• Proven experience in financial management, preferably within the charity sector. However, we would be happy to consider anyone who has worked / trained within the finance sector.

• Preferably a strong understanding of charity law and financial regulations.

• Excellent strategic thinking and analytical skills, with the ability to see the big picture while managing details.

• Proficiency in accounting software and financial management systems, ensuring efficient and effective financial operations.

• Exceptional communication skills, able to convey complex financial information to diverse audiences, fostering understanding and collaboration.

• Commitment to the mission of JubyLee Bakes CIO and a passion for social inclusion, demonstrating empathy and dedication.

• Ability to work collaboratively with a diverse team, including individuals with learning disabilities, fostering an inclusive and supportive environment

Benefits

Why volunteer with us:

• Be part of a dedicated local charity committed to promoting the positive face of learning disability.
• To share and develop skills of leading and development of people.
• To make a difference to lives of young adults with learning disability, autism and Down Syndrome.

Practical Considerations

Support and Training:

 You will have an induction into JubyLee Bakes CIO and be supported by Colin and Ellen Tomlinson.

You will receive appropriate guidance and training to do the role, including shadowing others.  

What you will be doing:

• Maintain accounting records, financial statements and detailed records for the charity including calculation of period-end adjustments, spending against restricted fund.
• Carry out financial management processes and bank account management - including generation of invoices, chasing payment, reconcile bank/cash/debtors, banking, BACS payments.
•         Implement and maintain appropriate financial software systems, ensuring efficient financial management - ensuring data security and protection of financial information and the charity’s assets.
•         Prepare and present financial reports and updates to Trustees for every board meeting.
•         Create a regular cash flow plan to indicate future funding requirements.
•         Produce timely and accurate accounts and the annual report in accordance with the Charities governance and regulatory standards
•         Produce a file of working papers for the independent examiner and liaise with them during their review to facilitate a smooth audit process.
•         Ensuring all finance procedures are written, reviewed and maintained
•         Make Gift Aid claims as required, maximising the charity's income from donations
•         Ensure compliance with charity law and regulations, staying up to date with any changes in legal requirements and best practices
•         Contribute to risk management strategies, identifying potential financial risks and proposing mitigation measures to protect the charity
•         Ensure the board is aware of its financial responsibilities and accountabilities - provide guidance on best practices in financial governance and advise on the financial implications of business decisions
•         Coordinating the administration of trustee meetings including sending reminders, collating reports, coordinating the agenda, writing minutes and action logs
•         Contribute to the organisation's overall strategy and long-term financial planning, ensuring financial sustainability
•         Help develop sustainable funding strategies that balance diverse income sources and minimise financial risks, ensuring the charity's long-term viability.
•         Design sheets for recording ingredients batch labels, timesheets, and any other documentation required for recording purposes, ensuring accuracy and compliance.
•         Provide financial guidance for the baking and catering operations and help to develop pricing strategies for products and services ensuring profitability and competitiveness.
•         Assist in maintaining positive relationships with suppliers and customers, negotiating favourable terms and contracts.

There will also be opportunities to assist the charity with:

• Delivering bakes and bank cash as required, ensuring timely and efficient distribution.
• Helping at events, including setting up, packing up, managing floats and card payments, and erecting gazebos for outdoor events, ensuring successful event execution.

When do I need to be available?

Details	Anytime from now. We anticipate support and training throughout 2025 until mid 2026

	Morning	Afternoon	Evening
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

Register your Interest