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Role

Treasurer and Trustee- BVCT

  • Location

    Surrey

  • Sector:

    Environment

  • Contact:

    Shelagh Heasley

  • Contact email:

    shelagh.heasley@gmail.com

  • Role ref:

    Treasurer 001

  • Published:

    about 1 month ago

  • Expiry date:

    16-03-2021

  • Client:

    Blackwater Valley Countryside Trust

TRUSTEE and TREASURER- Blackwater Valley Countryside Trust (BVCT)

About the Trust

BVCT is the sole charitable organisation focused on the protection, enhancement and human enjoyment of the natural environment of the whole Blackwater Valley, on the Surrey, Hants, Bucks border.

Our Mission is to use our skills and resources to make the Blackwater Valley a special place, full of life, where the countryside is valued and the people and wildlife thrive together. We do this by engaging local people and businesses in nature and conservation activities and show them the purpose and benefits of our work. Learn more about us >

About the Role

The overall role of the Treasurer is to maintain an overview of the organisation’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained. The Treasurer is also responsible for the day-to-day organisation of the Trust’s finances and accounting processes

Commitment

A few hours a week, plus monthly evening Trust meetings, AGM and a couple of periods of higher commitment (for annual accounts, Gift Aid preparation and supporting the annual membership renewal process). There is also the option to get involved in as many environmental and fundraising projects and activities as you choose.

Detail

In addition to the general responsibilities of a trustee, the duties of the treasurer include the following.

  • Overseeing, approving and preparing and presenting budgets, accounts and financial statements
  • Being assured that the financial resources of the organisation meet its present and future needs
  • Ensuring that the charity has an appropriate reserves policy
  • Preparing and presenting financial reports to the board
  • Ensuring that appropriate accounting procedures and controls are in place
  • Maintaining the financial and accounting records of the Trust including the cash book (banking cheques, instructing payments, gift aid submissions)
  • Advising on the financial implications of the organisation’s strategic plans
  • Ensuring that the charity has an appropriate investment policy
  • Ensuring that there is no conflict between any investment held and the aims and objects of the charity
  • Monitoring the organisation’s investment activity and ensuring it is consistent with the organisation’s policies and legal responsibilities
  • Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, (including the Charity Commission and the Registrar of Companies)
  • Ensuring that the accounts are scrutinised in the manner required (independent examination) and any recommendations are implemented
  • Keeping the board informed about its financial duties and responsibilities
  • Contributing to the fundraising strategy of the organisation
  • Making a formal presentation of the accounts at the annual general meeting and drawing attention to important points in a coherent and easily understandable way

 

Person specification - as a Trustee

  • A commitment to the organisation
  • A willingness to devote the necessary time and effort
  • Strategic vision
  • Good, independent judgement
  • An ability to think creatively
  • A willingness to speak their mind
  • An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
  • An ability to work effectively as a member of a team
  • A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.

 

Person specification - as a Treasurer

  • Financial qualifications and experience
  • Some experience of charity finance, fundraising and pension schemes
  • The skills to analyse proposals and examine their financial consequences
  • Being prepared to make unpopular recommendations to the board
  • A willingness to be available to the Trust team for advice and enquiries on an ad hoc basis