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We recruit, train and support volunteers who develop long term, one-to-one mentoring relationships with some of Somerset's most vulnerable and disadvantaged children and young people

Children & youthHealth & wellbeing

Trustee Treasurer

5–10 hrs/wk · Starting from 1 Dec 2020
Tilham Place, Baltonsborough, Glastonbury, BA6 8QA, United Kingdom
Financial controlTrusteeshipFinancial controlOrganisation & planning
Children & youthHealth & wellbeing
Applications Closed
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SummaryPROMISEworks has grown rapidly over its first three years of operation. Do you have the financial skills and experience to help us continue that growth?
Detailed description


The overall role of the Treasurer is to maintain an overview of the organisation’s financial affairs, ensure its financial viability and that proper financial records and procedures are kept and maintained.

In addition to the general responsibilities of a trustee, the duties of this volunteer role include the following:

  • Be assured that the financial resources of the organisation meet its present and future needs and communicate that assurance to the Board of Directors
  • Ensure that the charity has an appropriate reserves policy and that the policy is followed
  • Keep the Board informed about its financial duties and responsibilities
  • Work closely with the Chair and Deputy Chair to develop the annual four-year plan, advising on the financial implications of the charity’s strategic options
  • Ensure that the charity has an appropriate banking and investment policy, making sure that there is no conflict between any investment held and the aims and objects of the charity
  • Monitor any investment activity (currently at zero) and ensure it is consistent with the organisation’s policies and legal responsibilities
  • Based upon the four-year plan, oversee the production of annual budgets and quarterly budget re-forecasts, presenting these to the Board for ratification as necessary
  • Prepare and deliver quarterly financial reports to the Board, including performance against budget and budget re-forecast; balance sheet and restricted fund positions; cash flow forecasts; adherence to the charity’s reserves policy etc.
  • Oversee the finance-related work of the Finance & Administration Manager, whilst being available to liaise with other staff, trustees and volunteers on financial matters
  • Work closely with the Finance & Administration Manager to ensure that appropriate accounting procedures and controls are in place and followed correctly
  • Support the weekly, monthly, quarterly and annual financial cycles within the charity
  • Authorise expenditure and the like within delegated authority provided by the Board
  • Oversee and manage the relationship with the Charity’s appointed accountants
  • Ensure that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented
  • Appoint and work with the Charity’s independent examiner to ensure that the annual accounts and report are prepared and disclosed in the form required by funders and the relevant statutory bodies
  • Prepare the financial sections of funder’s reports and be available to present the content to funders and interested parties as necessary
  • Contribute to the fundraising strategy of the organisation, setting financial targets, reporting upon income performance etc
  • Make a formal presentation of the accounts at the annual general meeting
  • Sit on sub-committees as necessary e.g. recruitment panel

To perform these tasks effectively and efficiently, as a minimum, the successful candidate will:

  • have a recognised qualification or several years of relevant financial experience
  • be familiar with, and confident in the use of industry standard software packages e.g. MS Word, Excel, PowerPoint
  • be proficient in the use of accounting packages – ideally Xero
  • be able to support the following estimate of work time requirements:
  • weekly cycle (authorising expenditure, handling queries etc) – 1-2 hours/week
  • monthly cycle (overseeing the preparation of monthly accounts; preparation and delivery of monthly reports) - 4-5 hours/month plus 3-4 hours of meetings per month
  • quarterly cycle (preparation and delivery of board reports, oversee the budget re-forecast etc) – 7-10 hours/quarter plus 3-4 hour board meeting (some virtual)
  • be able to meet the requirements of a Disclosure & Barring Service assessment

In addition, the ideal candidate will:

  • have worked in a similar, small charity
  • have a knowledge of, and an affinity for, the county of Somerset
  • have a collaborative management style and be a good influencer - used to working flexibly within a small team
  • have been a volunteer or have experience of working with volunteers

If you have read this far, meet our criteria and are still interested in joining our team, in the first instance, please contact Kev O'Donnell to arrange an informal discussion. We look forward to hearing from you

What volunteers need😇 Disclosure and Barring Service
What we will provide to volunteers💸 Reimbursement of costs
Getting thereWe operate a virtual organisation using MS Teams and Office 365. Travel will be at a minimum and reimbursable.
About PROMISEworks
We recruit, train and support volunteers who develop long term, one-to-one mentoring relationships with some of Somerset's most vulnerable and disadvantaged children and young people
Applications Closed
Scan me or visit to join