Trustee with a finance background for the Helpful Bureau
OFFERED BY:
The Helpful BureauLocation(s): Outside of Nottingham City
Address where volunteering takes place: 145 - 147 Derby Road Stapleford Nottingham NG9 7ASHow many places are on offer? 1
Purpose of Role:
This role is to support the Treasurer of the Helpful Bureau in:
· Managing the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practices.
· Ensuring proper records are kept and effective financial procedures are in place.
· Monitoring and reporting on the financial health of the organisation.
· Assisting with the production of necessary financial reports, returns, accounts and audits.
· Managing the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practices.
· Ensuring proper records are kept and effective financial procedures are in place.
· Monitoring and reporting on the financial health of the organisation.
· Assisting with the production of necessary financial reports, returns, accounts and audits.
ROLE DESCRIPTION:
You will sit on the Board of Trustees who are jointly and severally responsible for the overall governance and strategic direction of the charity, its financial health, the probity of its activities and developing the organisation’s aims, objectives and goals in accordance with the governing document, legal and regulatory guidelines.
They meet monthly.
Your role includes supporting and helping with:
· Liaison with relevant staff, committee members and volunteers to ensure the financial viability of the organisation.
· Making fellow committee members aware of their financial obligations and take a lead in interpreting financial data to them.
· Regularly reporting the financial position at committee meetings (balance sheet, cash flow, fundraising performance, etc).
· The production of an annual budget
· Ensuring proper records are kept and effective financial procedures and controls are in place, ie:
o Cheque signatories
o Purchasing limits
o Purchasing systems
o Petty cash/ float
o Salary payments
o Pensions
o PAYE and NI payments
o Others as appropriate
· Appraising the financial viability of plans, proposals and feasibility studies.
· Appointing and liaising with auditors/an independent examiner.
· Ensure bookkeeping is kept up-to-date.
The time commitment is approximately 4-6 hours per month, inlcuding the monthly Trustee meeting.
Much of this role is home-based, but Trustee meetings are normally held at :
145 - 147 Derby Road
Stapleford
Nottingham
NG9 7AS
You will be supported by your fellow trustees, staff and volunteers at the Helpful Bureau
What you could get out of it?
• Use your finance skills to support a worthwhile, thriving organisation
• Make a difference to lives of people being supported
• Be part of a great team of staff and volunteers
They meet monthly.
Your role includes supporting and helping with:
· Liaison with relevant staff, committee members and volunteers to ensure the financial viability of the organisation.
· Making fellow committee members aware of their financial obligations and take a lead in interpreting financial data to them.
· Regularly reporting the financial position at committee meetings (balance sheet, cash flow, fundraising performance, etc).
· The production of an annual budget
· Ensuring proper records are kept and effective financial procedures and controls are in place, ie:
o Cheque signatories
o Purchasing limits
o Purchasing systems
o Petty cash/ float
o Salary payments
o Pensions
o PAYE and NI payments
o Others as appropriate
· Appraising the financial viability of plans, proposals and feasibility studies.
· Appointing and liaising with auditors/an independent examiner.
· Ensure bookkeeping is kept up-to-date.
The time commitment is approximately 4-6 hours per month, inlcuding the monthly Trustee meeting.
Much of this role is home-based, but Trustee meetings are normally held at :
145 - 147 Derby Road
Stapleford
Nottingham
NG9 7AS
You will be supported by your fellow trustees, staff and volunteers at the Helpful Bureau
What you could get out of it?
• Use your finance skills to support a worthwhile, thriving organisation
• Make a difference to lives of people being supported
• Be part of a great team of staff and volunteers
SKILLS AND QUALIFICATIONS:
· Passionate about our cause.
· Knowledge and experience of current and fundraising finance practices relevant to voluntary and community organisations.
· Good financial analysis skills.
· Ability to communicate clearly.
· Knowledge and experience of current and fundraising finance practices relevant to voluntary and community organisations.
· Good financial analysis skills.
· Ability to communicate clearly.
WHEN REQUIRED:
This grid shows when you can volunteer for this opportunity.
| Monday | Tuesday | Wednesday | Thursday | Friday | Saturday | Sunday | |
|---|---|---|---|---|---|---|---|
| Morning | |||||||
| Afternoon | |||||||
| Evening |
ADDITIONAL INFORMATION:
Are there age restrictions for this opportunity? Yes
Age Restrictions:
You must be over 18 to be a charity trustee
Are there gender restrictions for this opportunity? No
Gender restrictions:
Is the opportunity accessible to disabled people? Yes
Disability restrictions:
Please talk to us about your access needs
How long before volunteer can expect a response?
We will try to respond to volunteer enquiries within one week
How long to complete training and recruitment?
A couple of sessions
Volunteer Expenses offered? Yes
Induction and Training offered? Yes
Support and Supervision offered? Yes
Has a risk assessment been carried out? Yes
DBS Disclosure required? Yes