Treasurer Trustee

Overall Purpose of Role

·
Support the Senior Management Team (SMT) and Trustees with the
strategic financial planning of the organisation to ensure our ongoing financial
viability.

·
Support the Finance Manager with overseeing the financial affairs
of the organisation and ensure they are conducted within legal requirements,
accounting conventions and good practice.

·
Ensure that the charity has satisfactory systems for holding in
trust for beneficiaries; funding, properties and other assets, and ensure that
funding is invested to the maximum benefit of the charity, within the
constraints of the law and other policies set by the board

·
Ensure that the charity’s financial dealings are systematically
accounted for, audited and publicly available.

Main
Duties

·
Chair the
Finance & Operations Committee (F&OC), which meets monthly.

·
Ensure the
F&OC and Board fulfils its financial responsibilities.

·
Keep Board
members informed about the organisation’s finances by verbal report, at quarterly Board meetings.

·
Meet with
the Finance Manager every quarter or as needed to maintain a clear picture of
the financial health of the organisation and to ensure that proper systems for
budgeting and financial controls are in place.

·
Meet
annually with the Finance Manager to discuss the outcome of the annual audit
and the appointment of auditors or independent examiner.

·
Provide a
financial report to DCA members at the AGM.

Time commitment required:

• Attendance
  at quarterly Board meetings which are held in Wimborne
• Attendance
  at Finance & Operations Committee (FOC) meetings, which are held
  online
• Quarterly
  meetings with Finance Manager

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