Job Title: Treasurer
Location: Hebden Bridge
Salary: Voluntary
Reference: Treasurer - Voluntary Board Position
Contact Name: Martin Keat
Contact Email:
Job Published: January 28, 2019 13:26

Job Description

Who we are

The Bishop Simeon Trust is a British development agency and registered charity with a 30-year track record of supporting community development initiatives in South Africa. Based in the United Kingdom the Trust raises funds and supports work in South Africa carried out by indigenous partner organisations, including non-governmental organisations (NGOs) and community-based organisations (CBOs).

We are passionate that a better South Africa is a fairer South Africa; that people working together can overcome the problems they face in powerful ways. We don’t pretend that this is easy. We know that it’s not. But we do know that people can demonstrate incredible resourcefulness, innovation, compassion and dignity in the face of great challenges. Our work is about people speaking out and taking action. Our communications must reflect our belief in the power of action.

Our part is to support local community based organisations to take action, to build facilities where they can provide support to vulnerable children and their families. We build their skills and knowledge so that they can become independent of us, enabling them to access local funding which can support their work in the long term.

We help our local community partners to support vulnerable children so that they can speak openly about the problems they face, whilst helping them to identify the solutions and share them with their peers. Further, we enable our partners to give them voice to advocate, inform and influence those national policies which affect their lives.

Our role is to help them to build a better future for themselves on their own terms.  

Trustee Role

The overall role of the treasurer is to maintain an overview of the Trust’s financial affairs, ensuring its viability and ensuring that proper financial records and procedures are maintained. The role and person specification are summarised below.

Specific Responsibilities

  • To oversee and present budgets, accounts and financial statements.
  • To liaise with staff about financial matters.
  • To ensure that appropriate accounting procedures and controls are in place.
  • To ensure compliance with relevant legislation e.g. charity legislation.
  • To ensure any recommendations of the auditors are implemented.
  • To ensure accounts meet the conditions of contractual agreements with external agencies such as funders and statutory bodies.
  • To present financial reports to the Board.
  • To make a presentation of the accounts at the annual general meeting (AGM).
  • To advise on the organisation’s reserves policy and investment policy.
  • To advise on the financial implications of the organisation’s strategic and operational plans.
  • To advise on the fundraising strategy of the organisation.
  • To ensure that there is no conflict between any investment held and the aims and objects of the charity.

Qualities and Skills Preferred

  • A relevant financial qualification.
  • Experience of financial control and budgeting.
  • Experience of fundraising and pension schemes.
  • Good communication and interpersonal skills.
  • A willingness to be contacted on an ad hoc basis.
  • Ability to ensure decisions are taken and followed-up.
  • Individuals with a genuine interest in South Africa and who will be motivated by supporting all aspects of our work with children.
  • An understanding of the charity sector
  • Previous experience as a charity trustee is desirable.

Time Commitment:  The role of the Treasurer requires the following estimated time commitment:

  • 2 hours each month reviewing financial reports
  • 1 weekday each quarter working with the Director and Finance & Administration Coordinator to review and approve reports to the Board
  • 1 weekend day each quarter to attend Board meetings and present financial reports