The Role
Reporting to the Board, this newly created position advises on all aspects of finance and accounting for the charity, supporting its ongoing development.
The trustee will advise the board on financial and accounting obligations, with a mandate to minimise risks. They will work closely with the chair, treasurer, and company secretary.
To ensure compliance with financial, risk management, and auditing obligations, the trustee will oversee routine bookkeeping across all sites.
We expect the trustee to act as an informal educator, helping employees, volunteers, and trustees understand their personal obligations in ensuring compliance at all times.
The Person We Are Looking For
- A strong financial background
- Excellent communication and listening skills
- Discreet and diplomatic individuals who can act in an advisory capacity
Experience and Qualifications
- Financial management experience and expertise
- Formal accounting qualifications
- Audit and risk experience
- Experience in finance within the voluntary or charity sector is a bonus
The Duties Include
- Oversight of financial aspects to ensure short and long-term viability
- Offering advice on all financial matters
- Assisting the Board to ensure the charity fulfils its duties and responsibilities for proper and effective financial governance
- Preparing annual accounts and financial reports for relevant parties
- Drafting and overseeing financial policies and procedures
- Ensuring financial compliance and risk management
- Overseeing systems of internal control and risk management
- Ensuring compliance with legal and regulatory requirements
- Reviewing documents and performing gap analysis if necessary
- Reviewing data compliance under GDPR and offering advice if needed