Trustee Treasurer Opportunity
Role Description
To maintain effective governance of ERIC’s affairs, ensuring financial viability and that proper processes and procedures exist for all financial records, decisions and delegations.
Key Responsibilities
1. Strategic
Actively contribute to the Board of Trustees’ role in giving strategic direction to the charity, setting overall strategy and policy, setting targets and evaluating performance against agreed targets; with particular emphasis on ensuring that the Charity has the resources to deliver.
2. Financial
- Chair the Finance sub-committee, which meets quarterly between Board meetings.
- Work in partnership with the CEO and Head of Finance & Business Development in executing their responsibilities including to include:
- Ensuring that the Board receives appropriate budgetary and financial information on the activities of the charity including monthly management accounts and regular budget forecasts.
- Timely preparation and approval of Annual Accounts in the format required by Companies House, Charity Commission and funders.
- Oversee the appointment of auditors and review on a regular basis.
- Regular review of reserve policy and investment policy
- Maintenance of equipment and asset register
- Recommending to the Board appropriate accounting procedures, controls and policies consistent with the scheme of delegation
3. Governance
- Support the Board in delivering their financial duties and responsibilities to comply with all legislation.
- Board’s scheme of delegation to be reviewed on a regular basis.
- To assist the Vice Chair in the annual appraisal of the Chair, having consulted with other trustees and executives of the Charity.
4. General responsibilities of a Trustee
In addition to the responsibilities outlined above, the Treasurer as a Trustee has the following general responsibilities:
- Ensure the Charity applies its resources exclusively in pursuing its objectives.
- Ensure the effective and efficient administration of the ERIC.
- Uphold the good reputation and values of ERIC.
- Declare any conflict of interest while carrying out the duties of a Trustee.
- Participate in other tasks which may arise from time to time, such as interviewing new staff, helping with fundraising.
- Keep informed about the activities of the charity and wider issues which affect its work.
Experience, skills and attributes
Essential:
- Qualified accountant with demonstrated commercial awareness and knowledge.
- Proven ability to communicate and explain financial information to members of the Board and other stakeholders.
- Analytical and evaluation skills, demonstrating good judgement.
- Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
- Good communication and leadership skills.
Desirable:
- Demonstrated knowledge and experience of charity fundraising and finance practices including SORP.
- Dedicated to the organisation’s cause and objectives and willing to act as the charity’s ambassador to external bodies, charities and companies.
- Skills and experience in one or more of the following areas: strategic planning, business management, understanding of HR issues,
- Experience of Trusts or other grant giving bodies particularly fundraising and legal knowledge.
- A team-oriented approach to problem solving and to management.