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Board Of Trustees Treasurer Volunteer Roles

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Job description

About the Institute of Psychoanalysis

The British Psychoanalytical Society was founded in 1913. With around 500 members, we are a UK wide and international community of professionals, dedicated to helping people enhance their lives through an intensive talking therapy, psychoanalysis. The Institute of Psychoanalysis (IoPA) is the outward face and training body of the British Psychoanalytic Society.

About the role

The Honorary Treasurer is a Trustee of the Society, sharing collective responsibility with the Board for its strategic oversight. Key responsibilities include overseeing the Society’s finances and advising the Board on financial matters.

The Honorary Treasurer attends regular monthly finance meetings and monthly Board meetings (3rd Monday evening of the month), all currently held remotely. The Honorary Treasurer also attends the AGM, Informal Meetings and Board Study Days.

Additionally, the Honorary Treasurer chairs the Finance Sub Committee (FSC) of the Board, which provides key financial recommendations on the budget and other financial decisions, including investment advisor reports. They oversee financial management processes managed by the CEO and Head of Finance, making independent recommendations to the Board, with input from the FSC as needed. The Honorary Treasurer has responsibility to feedback advice from the FSC to the Board.

Principle duties

  • On behalf of the Board ensure proper accounting records are kept and financial resources are properly controlled, invested and economically spent, in line with good governance, legal and regulatory requirements.
  • As the Chair of the Finance sub-committee (FSC) of the Board and together with the FSC, support the Board and the Executive in their responsibility for ensuring a sound approach to financial decisions.
  • Act as a counter signatory in line with the organisation’s delegation of authority.
  • Serve as the Board’s liaison with external auditors on specific issues such as the auditors’ management letter, remuneration and related board representations.
  • Inform Society members on relevant financial matters, including notification of annual dues and presenting annual accounts with the Head of Finance.

Please see the attached Job Description for more detailed areas of work.

We will be in touch to confirm shortlisting on Monday 9th September, with interviews taking place on the evenings of Wednesday 11th and Thursday 12th September 2024.

Application resources
Posted by
Institute of Psychoanalysis View profile Company size Size: 21 - 50
Posted on: 26 July 2024
Closing date: 01 September 2024 at 23:30
Tags: Finance,Mental Health,Strategy,Governance / Management

The client requests no contact from agencies or media sales.