PORTLAND RNSA
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This Page will give you information on all Financial Aspects.

ABOUT ME  

ROLE

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Branch Treasurer: Steve Shears ​(2021- ) Please can I introduce myself.  I’m Steve Shears and I’m the incoming Treasurer for the branch, having taken over from Alan Clifton.   Many thanks to Alan for all his hard work over the years and especially for volunteering to delay our handover so that he could steer us financially through a very unusual year.


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                                                                                                       Outline Job Description for Treasurer
​Purpose of the Job

Maintain an overview of the Branch affairs ensuring its financial viability and ensure that proper financial records and procedures are maintained.

​Main Responsibilities
  • Prepare and present budgets, accounts and financial statements.
  • Prepare annual accounts for inspection by Independent examiner.
  • To provide a financial report for branch meetings.
  • Make a formal presentation of the accounts at the AGM.
  • Liaise with all external agencies that have a direct impact on the Branch costs/expenditure.
  • To maintain control of all bank accounts.
  • To execute and operate branch committee financial decisions and act as branch signatory on branch cheques.
  • To maintain control over all branch paying-in books and receipt books.
  • Ensure the retention and safe keeping of all branch financial documentation for the appropriate time & in the event of hand over, ensure timely provision of all documentation.
  • Attend and assist at all branch functions depending on availability
  • Liaise with Marina management with regard to branch Marina activities.
2021
17/04/2021 If you’ve not joined a RNSA Central organised talks then I’d recommend them.  They’re an hour long and the format is that Mark Fox (RNSA Trustee) conducts an interview and ‘viewers’ can post questions.


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