Role Profile

Purpose of the Role

The Treasurer is a key officer of the Board of Trustees, providing strategic financial leadership and oversight. The role ensures the Charity’s financial sustainability, compliance with statutory and funder requirements, and effective financial governance, enabling the organisation to deliver its mission and strategic objectives.

Key Responsibilities

Strategic Leadership

• Contribute to the development and oversight of the Charity’s strategy, with particular focus on financial sustainability and resource planning.
• Advise the Board on financial risks, opportunities, and the implications of strategic decisions.

Financial Oversight

• Ensure the Board receives timely, accurate, and meaningful financial information, including budgets, forecasts, management accounts, and annual accounts.
• Provide assurance that financial reporting complies with regulatory, statutory, and funder requirements.
• Oversee financial controls, policies, and procedures in line with the Charity’s scheme of delegation.
• Oversee the appointment and performance of external auditors and financial advisors.
• Work in close partnership with the Director of Finance to support effective financial management.

Assets, Reserves and Investments

• Ensure appropriate reserves and investment policies are in place and reviewed regularly.
• Monitor investment performance and advise the Board accordingly.
• Ensure the Charity’s assets and equipment are properly maintained, protected, and accounted for.

Governance and Compliance

• Ensure the Board understands and fulfils its financial duties and legal responsibilities.
• Lead regular reviews of financial policies, procedures, and the scheme of delegation.
• Chair the Finance and Governance Sub-Committee and report to the Board.

General Trustee Responsibilities

• Contribute to the Board’s strategic leadership, policy setting, and performance monitoring.
• Ensure the Charity’s resources are applied solely in pursuit of its charitable objectives.
• Safeguard the Charity’s reputation, values, and financial stability.
• Act collectively and responsibly as a Trustee, including declaring and managing conflicts of interest.
• Attend and prepare for Board and sub-committee meetings and participate in additional activities as required.

Skills and Experience

• Financial or commercial expertise sufficient to provide strategic financial oversight (professional qualification desirable but not essential).
• Experience of financial management, governance, or risk oversight.
• Ability to scrutinise financial information, ask constructive challenge, and communicate clearly with both financial and non-financial colleagues.
• Commitment to the values and mission of the Charity.