Trustee with Financial experience

THE ROLE:

Reporting to the Board, this newly created position will advise on all aspects of finance and accounting pertaining to the charity to support the ongoing development of the organisation. We are an employer, with various sites across which both employees, volunteers and trustees operate and, as such, our financial governance needs are diverse and can be complex.

The trustee will be able to advise the board on all aspects of the charity’s financial and accounting obligations, with a clear mandate to minimise all risks. The trustee will work closely with the chair, treasurer and company secretary.

The trustee will need to ensure that we comply with all financial, risk management and auditing obligations. Currently, our routine book keeping across all our sites is managed by a volunteer. 

We expect that anyone taking on this role is prepared to act as an informal educator to those involved in the charity, helping them understand their personal obligations in  helping the charity ensure compliance at all times.

THE PERSON:

- Have a strong financial background
- Have great communication and listening skills
- Must be discreet and diplomatic
- Must be prepared to act in an advisory capacity

EXPERIENCE AND QUALIFICATIONS:

- Financial management experience and expertise
- Formal accounting qualification
- Audit and risk experience
- Experience with finance in the voluntary / charity sector would be a bonus

THE DUTIES INCLUDE, BUT ARE NOT LIMITED TO:

- Oversight of financial aspects of the charity to ensure short and long term viability
- Offer advice on all financial matters
- Assist the  Board to ensure that  the charity fulfils its duties and responsibilities for proper and effective financial governance
- Oversee the preparation of annual accounts and financial reports for all relevant parties including the Board, Charities Regulator and CRO
- Draft and oversee financial policies and procedures
- Oversight of financial compliance and risk management
- Ensure systems of internal control and risk management operate effectively
- Ensure compliance with relevant legal and regulatory requirements
- Review existing documents and carry out a gap analysis, if appropriate
- Review data compliance, specifically with regard to GDPR and offer advice if necessary