Treasurer

London

The Caroline Walker Trust

We are expanding our board of trustees and are looking for someone with accountancy experience to join the board. Hours: 4 – 6 Board meetings a year. Ad hoc committee meetings. Tenure: 2 years, eligible for a further tenure.

Closing date for applications

Who we are

The Caroline Walker Trust was founded in 1988 after the death of the distinguished nutritionist, writer and campaigner, Caroline Walker. Established to continue her work and in her spirit, the CWT depends wholly on donations, resource revenue, The World's Healthiest Afternoon Tea campaign and fundraising, Annual CWT Awards, legacies and project grants.
The work of the CWT is particularly targeted towards vulnerable groups and people who need special help. The World's Healthiest Afternoon Tea is our fundraising campaign for the provision of good quality food during holidays and half-term for children living in poverty. We also produce nutritional and practical guidelines for both young and old.
In addition we hold an annual awards ceremony for The Food Hero of the Year, The Media Personality of the Year, The Nutritionist of the Year, The Charity of the Year and The Freelance Nutritionist of the Year.

Duties of a Caroline Walker Trustee (Treasury)

  • -        To ensure the CWT complies with its governing document, charity law and other relevant legislation or regulations
  • -        To ensure the CWT pursues its objects as defined in its governing document.
  • -        To ensure the CWT applies its resources exclusively in the pursuance of its objects. 
  • -        To contribute actively to the board of trustees by giving firm strategic direction to the CWT, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
  • -        To safeguard the good name and values of the CWT.
  • -        To ensure the Financial Stability of the CWT by being certain that the finances are adequate for its current needs and its short to medium-term strategy.
  • -        To approve major policies, major actions of the organisation such as capital expenditure and major changes in activities and services.
  • -        Each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions.  This may involve leading discussions, identifying key issues, providing advice and guiding new initiatives, evaluating or offering advice on other areas, such as finance, marketing, law or public relations in which the trustee has particular expertise.

In the case of a person with treasury expertise, the Trustee is also expected to;

  • -        Present budgets, accounts and financial reports to the board for approval.
  • -          Ascertain whether the financial resources of the organisation meet its present and future needs.
  • -        Ensure the appropriate accounting procedures and controls are in place.
  • -       Liaising with any contractors, stakeholders, sponsors, corporate donors and financial institutions about financial matters.
  • -       Advising on the financial implications of the organisation’s strategic plans.
  • -      Ensuring the organisation is compliant with legislation and charity commission regulations.
  • -      Ensuring the annual accounts are prepared, presented to the board and received by the external examiner prior to lodging with the charity commission.
  • -       Keeping the board informed about its financial duties and responsibilities.
  • -        Contributing to the fundraising strategy of the organisation.

Minimum Time Commitment

  • -        Trustees are expected to read over the induction pack before their first board meeting.
  • -        Trustees are expected to attend all board meetings.  Board meetings are held 4 – 6 times a year after regular office hours.  Board meetings last for approximately two hours.
  • -        Meeting dates are arranged four months in advance.
  • -        Trustees may be asked to join one of the committees, including audit and strategy along with acting as a financial spokesperson for PR and fundraising.
  • -        Trustees from an accountancy background are expected to take part in advising and updating our money giving pages, budgets and sponsorship documents.
  • -        Trustees can claim out of pocket expenses incurred in travelling to meetings.

Person Specification

  • -        A commitment to the objectives and aims to the CWT.
  • -         A willingness to attend board meetings and ad hoc committee meetings.
  • -         Integrity and strategic foresight.
  • -         Good, independent judgement without conflict of interest or self-interest.
  • -         A willingness to speak your mind and to challenge any information put forward.
  • -       Provide candid and constructive criticism, advice, comments and praise.
  • -        An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
  • -        An ability to work effectively as a member of a team and to make collective decisions for the good of the Trust.
  • -        Previous Board experience.

In addition to the above, we are seeking someone with

  • -        Accountancy qualifications and experience.
  • -        Experience of SORP and financial regulations for charitable/non-profit organisations.
  • -        Ideally a Chartered Accountant status, or at least a studying member of a relevant professional accountancy body.
  • -        Preferably experience with fundraising and funding applications.
  • -        The skills to analyse proposals and examine their financial consequences.
  • -        Preparedness to make unpopular recommendations to the board.
  • -        Demonstrated leadership and management, communication and presentation skills.

 

 

Closing date for applications

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Trustees Unlimited believes that diverse boards strengthen society. We will strive to remove the barriers that prevent people from applying to become trustees and help our clients to recruit and support people with a wide range of skills and lived experience.

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