As well as fulfilling the general duties of a Trustee, the Treasurer will be expected to:
Support financial oversight
● Maintain a high-level view of the charity’s financial health and sustainability
● Review budgets, management accounts and annual accounts in advance of Board meetings
● Ensure the Board is aware of its financial responsibilities and can act on financial risks
Ensure good governance
● Support the Board in approving financial policies (e.g. reserves, investment)
● Chair the Finance Committee, working with fellow Trustees and senior managers to monitor financial matters
● Help ensure appropriate financial controls and scrutiny (e.g. through independent examination) is in place
Act as a bridge between the Board and finance staff
● Liaise with the Chief Executive and relevant staff on financial management as needed - offering challenge and support, not day-to-day input
● Be available for questions or support, but not as an ongoing operational resource
Have the following
● Financial experience and/or qualifications
● Understanding of charity finance (or willingness to learn)
● Ability to present financial information clearly and accessibly to non-financial trustees
● Sound judgement, and confidence to challenge or raise concerns when needed
● Ability to take a strategic, oversight role (not hands-on
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