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Financial Trustee/Treasurer
4 months ago
ALAG/Autism Hub is looking to appoint a new Treasurer/Trustee, following the retirement of the current post holder in March 2024. This is a key position on the Trustee Board and the candidate will be joining the charity at a crucial stage in its development. The successful candidate will have a background in finance, strategy, governance and risk management. The Treasurer would be expected to develop a close relationship with the CEO/Lead Coordinator as well as with the Board. The Treasurer will oversee financial matters for the charity and provide constructive advice to the CEO/Lead Coordinator at both a strategic and operational level. They will also report to the Board of Trustees at regular intervals about the overall financial health of the organisation.
Main duties:
• To oversee and present budgets, financial statements and management accounts to the Board after discussion with the CEO/Lead Coordinator.
• To be instrumental in the development of financial and reserve policies.
• To liaise with the CEO/Lead Coordinator and Finance Officer who are responsible for the financial management of the charity.
• Liaising with the charity’s accountant, auditor/Independent Examiner to ensure the annual accounts are completed in a timely and appropriate fashion.
• Overseeing quarterly management accounts, payment certificates, and end-of-year accounts prepared by the Finance Officer.
• To ensure that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. The Charity Commission.
• Advising on the financial implications of the charity’s strategic plan.
• Acting as a counter-signatory on payments over a certain value.
• Maintaining sound financial management of the charity’s resources, ensuring expenditure is in line with the charity’s objects.
• Monitor the overarching strategic management of the organisation’s financial resources, and report to the CEO/Lead Coordinator and the board.
• Oversee the charity’s financial risk-management process and report financial health to the board of trustees at regular intervals.
• To ensure that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations.
• To ensure that the organisation pursues its objects as defined in its governing document.
• To contribute actively to the board of trustees' role in giving firm strategic direction to the organisation, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets.
• To safeguard the good name and values of the organisation.
• To ensure the effective and efficient administration of the organisation.
• To ensure the financial stability of the organisation.
• To ensure that appropriate accounting procedures and financial controls are in place.
• To ensure equipment and assets are adequately maintained and insured.
• To contribute to the fundraising strategy of the organisation.
Treasurer person specification
o A good understanding of autism either professionally or through lived experience
o Commitment to ALAG and ALAG’s values o Preferred financial qualifications and relevant experience o Some experience of charity finance, fundraising and pension schemes
o Competent IT skills, with working knowledge of Xero (or similar accounting software)
o The skills to analyse proposals and examine their financial consequences
o Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship, and the Treasurer role in particular
o Willingness to devote the necessary time and effort
o Strategic vision
o Willingness to be available to staff for advice and enquiries on an ad hoc basis
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