Could you help govern Heeley Trust into the future?
Heeley Trust is a Community Anchor; a successful charity founded 27 years ago to deliver community regeneration in and around Heeley and Sheffield. Charity number: 1067567
This is an opportunity to bring your knowledge and expertise to our friendly, inclusive board of trustees, to contribute to the direction of our organisation and help in the board’s decision-making. It’s also a great opportunity to gain experience at board level, enhance your CV and for your personal / professional development.
If you have skills and knowledge that you would like to bring to Heeley Trust, if you maintain the highest levels of integrity and are passionate about regenerating our communities, and if you are keen to be part of an organisation that works for the common good, then we look forward to hearing from you.
Honorary Treasurer role description
The board of Trustees of Heeley Trust requires an Honorary Treasurer to monitor thefinancial administration of the charity and report to the Board of trustees at regularintervals on its state of financial health, in line with best current practice, and in compliance with the Trust’s governing document and legal requirements. This includesfinancial commitments to various grant bodies.
The Trust works with a wide range of funders and contracting organisations, each ofwhom has their own reporting and contracting demands. The Trust also runs a specialistbike retail business, meaning that the finances are varied and relatively complex. If youhave experience of finance in the charity sector, that would be a distinct advantage.
The Honorary Treasurer will work closely with the Trust’s Finance Director, and will beinvolved in the appointment of any new Finance staff of the Trust.
Principal Responsibilities
* overseeing budgets, internal management accounts and annual financial statements and supporting the Trust’s Finance Director in presenting these to the board of trustees; leading in the Board’s duty to ensure that proper accounting records are kept, financial resources are properly controlled, invested and economically spent, in line with good governance, legal and regulatory requirements; maintaining oversight of the development and implementation of financial reserves, cost‐management and investment policies; chairing the Finance committee in line with its terms of reference, and reporting back to the full Board of trustees; monitoring and advising on the financial viability of the charity; overseeing the implementation of and monitoring specific financial controls and adherence to systems;
advising on the financial implications of the charity’s strategic plan; overseeing the charity’s financial risk‐management process; acting as a signatory on charity cheques and important applications to funders; and Board‐level liaison with the Trust’s external auditors on specific issues such as the Auditors’ Management Letter and the related Board representations.
Principal Tasks
* Attend Board meetings on a regular basis and be fully conversant with the business of the Trust
Liaise with the Finance Director on a regular basis Attend relevant projects and events organised by the Trust− Advocate the work of the Trust and represent its interests in a variety of situations Provide specialist knowledge and experience to key staff in the role of advisor or mentor Contribute to appropriate sub-committees or working parties as required
Background and Experience
Qualification in accounting in public or private sector Experience of charity finance is desirable Ability to work constructively with the Trust’s Manager and Finance Director to keep oversight of Trust finances Ability to work creatively within the bounds of responsible finance to ensure the success of the trust Experience of successful grant-funding management would be an advantage
Remuneration
Charity Trustees cannot be remunerated but can be fully reimbursed for their expenses.
Time Commitment
The Full Board meets every two months and at the AGM. Some Board members arealso on committees which meet from time to time. The time commitment for BoardMembers will include these meetings, other formal discussions and any necessary preparation. It is anticipated that the overall time commitment will average out at 1 dayper month.
Duration of Appointment
Three years initially with the possibility of further terms.
Heeley Trust will:
● Provide induction and opportunities for training and development to enable
Trustees to carry out their role as effectively as possible;
● Give adequate notice of relevant dates and events;
● Provide reports and papers in advance of meetings;
● Respond to information requests and Governance queries. More details concerning the role and expectations of Trustees can be found in the Trustees’ Handbook, which will be provided to all new Trustees on successful election.
About the trust.
Heeley Trust was founded as a Development Trust and retains these core characteristics:
- community owned and led - cultivating enterprise
- developing community assets - transforming our communities for good
Our Board members play a vital role in ensuring we remain rooted in this community, delivering projects that make a difference. Trustees are local champions and critical friends: they scrutinise the work of the Trust, ensuring that it complies with its articles of association, charity law, company law and other relevant legislation or regulations. The trustees ensure that Heeley Trust pursues its charitable aims as defined in its articles of association, and carries them out only for public benefit, using its resources exclusively to pursue its charitable aims.
The Board adheres to the Charity Governance Code on good governance: https://www.charitygovernancecode.org/en/front-page
If you would be interested in becoming our next honorary Treasurer, please email us at jobs@heeleytrust.com with the subject line ‘Trustee recruitment’. You can ask for an informal conversation with a trustee or with a member of staff of the trust, before making a formal application by sending your summary CV and a covering letter based on the role description, stating why you wish to be a trustee and honorary Treasurer, and what you could bring to the role. All personal data will be protected in accordance with the Data Protection Act (GDPR 2018) and the Privacy and Electronic Communications Regulation (PECR).
We will send you a pack of information including the Trust’s latest accounts and business plan, and the Charity Commission’s summary guidance ‘The Essential Trustee’.
You may then be invited to meet the Trust Manager and one of two of the trustees for an informal discussion about the role, either in person or online. This discussion will focus on how your experience and skills meet the role description.
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