Trustee Finance/Treasurer

They oversee the overall management and administration of the charity. Approve operational strategies and policies and monitor and evaluate their implementation.
• Oversee First Step’s financial plans and budgets and monitor and evaluate progress.
• Ensure that key risks are being identified, monitored, and controlled effectively.
• Review and approve [charity name]’s financial statements.
• Contribute to the broader promotion of First Steps’ objects, aims and reputation by applying your skills, expertise, knowledge, and contacts.
[We are looking for people willing to bring energy, enthusiasm, and commitment to the role, and who will broaden the diversity of thinking on our board.
[You do not need previous governance experience – we will provide a full induction and training.]
Personal skills and qualities
• A strong personal commitment to equity, diversity, and inclusion.
• Willingness to lead according to our values [charity values]. • Terms of office
• Trustees are appointed for a 3-year term of office.
• Currently meetings are held in person at Woodhouse Road, Twerton, but can be accessed remotely.
• Attending one strategy planning workshop annually.
Ad hoc and occasional support through working groups and / or support to the executive team.
Maintaining an overview of the affairs of FSB, ensuring its financial viability, and ensuring that proper financial records and procedures are maintained.
• Keeping the board aware of its financial responsibilities
• Working with the Finance manager to ensure that FSB accounts are prepared in a suitable format
• Ensuring that the accounts and financial systems are audited as required by law
• Advising on the financial implications of the organisations strategic plan
• Ensuring that FSB has an appropriate investment policy
• sitting on appointment panels for senior managers
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