Volunteer Treasurer/Trustee

?As Treasurer, you will:

• Work closely with the Board, Chief Executive, and Finance Manager
• Ensure our finances remain sustainable, compliant, and transparent
• Be part of a passionate team committed to lasting change for people affected by homelessness

General Responsibilities of a Trustee

• Ensure the charity focuses on its purpose and all activities align with its aims and objectives
• Comply with the governing document and meet all legal requirements
• Act in the charity’s best interests
• Prepare for meetings, seek advice when needed, and make informed decisions
• Contribute to Shiloh’s strategy and policies, and support and guide the Chief Executive and staff team

Specific Responsibilities of the Treasurer

• Ensure the charity’s financial affairs are legal, constitutional, and in line with accepted accounting practice and Charity Commission guidelines
• Oversee accurate record-keeping and effective financial procedures and controls
• Lead the Finance Sub-Group (with the CEO and Finance Manager) to monitor financial health and report key updates at Board meetings (e.g. income/expenditure, balance sheet, cash flow, reserves)
• Oversee the timely preparation of the annual budget and recommend its adoption to the Board
• Guide trustees in assessing the financial viability of plans, proposals, and feasibility studies
• Ensure financial resources meet both present and future needs
• Maintain a robust overview of financial risks facing the charity
• Oversee the production of financial reports, returns, accounts, and independent examinations

What We’re Looking For

Knowledge and Understanding

• Experience in charity finance and fundraising
• Financial qualifications (desirable)
• Previous Treasurer experience (desirable)
• Trustee board or committee experience
• Knowledge of restricted, unrestricted, and designated funds
• Knowledge of Gift Aid
• Understanding of governance and the voluntary sector
• Awareness of the legal duties, responsibilities, and liabilities of trusteeship

Key Skills and Abilities

• Strong analytical skills to assess proposals and financial implications
• Ability to lead Finance Sub-Group meetings ahead of Board meetings
• Availability to provide occasional ad hoc support to staff on finance-related queries
• Able to build strong relationships and act as an ambassador for Shiloh
• Collaborative team player who values diverse perspectives

Personal Attributes

• Commitment to Shiloh’s vision and values
• Good listener, open to feedback and other perspectives
• Positive, problem-solving attitude
• High integrity and commitment to the Seven Principles of Public Life: selflessness, integrity, objectivity, accountability, openness, honesty, leadership

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