Company Secretary And Head Of Compliance Volunteer Roles
Main duties and responsibilities
In addition to fulfilling the duties of a trustee, the Treasurer will maintain an overview of the organisation’s financial affairs in line with good practice and in accordance with the governing document and legal requirements. The Treasurer will ensure that effective and appropriate financial measures, controls and procedures are put in place and report to the Board at regular intervals about the financial health of the organisation.
Key tasks
- Overseeing, approving and presenting budgets, accounts, financial statements and financial reports to the Board after discussion with the CEO and other senior staff
- In conjunction with the CEO and Finance Manager to plan the annual cycle of financial reporting to the Board and (where appropriate) to sub-committees and to set the agendas for the finance component of meetings.
- Advising the Board on the financial implications of strategic and business plans.
- Providing assurance to the Board that the financial resources of the organisation meet its present and future needs, and recommending corrective action where this is not the case.
- Lead work on the development and implementation of financial policies, including reserves and (where appropriate) investment
- Ensuring equipment and assets are adequately maintained and insured
- Liaising with the charity’s auditors and advising the Board on the appointment or re-appointment of auditors
- 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
- Liaising with the company secretary and director of finance and resources to ensure that the charities annual accounts are compliant with the current Charities SORP
- Keeping the board informed about its financial duties and responsibilities
The Treasurer also Chairs the finance and fundraising sub-group. FFSG is a principal group of the Staying Put board. Its principal objective is to assist the board to fulfil their functions by providing timely advice on areas within its remit. It is responsible for reviewing and overseeing the management and strategy of all finance and fundraising matters of the Staying Put group and includes the areas of audit and organisational risk.
Skills, abilities and personal qualities required
- Demonstrate relevant experience in financial management, preferably with a recognised accounting qualification.
- Ability communicate financial matters to non-financial colleagues so that all Trustees are able to fully understand the organisation’s finances, review options and make informed choices.
- Ability to analyse proposals and examine their financial consequences.
- Excellent communication and interpersonal skills
- Analytical ability and good independent judgement and strategic thinking which ensures continual improvement and may challenge the status quo.
- A willingness to speak their mind and engage in open debate while working effectively as part of a team
- To be honest and objective in their scrutiny of the organisation, seeking to ensure that the quality of service to clients remains paramount at all times.
- Understanding and acceptance of the role of a Board for a charitable organisation (including the legal duties, responsibilities and liabilities of trusteeship) and of the respective roles of the Chair, Trustees and the Chief Executive Officer.
- A commitment to the organisation and a willingness to devote the necessary time and effort to the role.
- A capacity to understand and empathise with the issues of concern for CAB.
- A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.
Role description – Board Member
In broad terms, the five key responsibilities for Staying Put board members are:
1. To ensure that the charity has a clear vision, mission and strategic direction and is focused on
achieving these
2. Being responsible, with the CEO and other trustees, for the charity’s performance and culture
3. Ensuring the charity complies with all legal and regulatory requirements
4. Acting as guardians of the charity’s assets by taking due care of their security and proper use
5. Ensuring that the charity’s governance is of the highest possible standard
The client requests no contact from agencies or media sales.
FINANCE AND AUDIT COMMITTEE EXTERNAL MEMBER
The CSP is the professional, educational and trade union body for the 60,000 Chartered Physiotherapists, support workers and students in the UK. It is one of the largest representative bodies in healthcare, governed by an elected Council.
Our mission is for the CSP to transform the health and wellbeing of individuals and communities by empowering our members and exerting our influence.
Our vision is for physiotherapy to transform lives, maximise independence and empower populations.
We are recruiting for an external member with relevant experience to join the Finance, Risk & Audit Committee. This committee advises the CSP Council on financial, organisational risk and audit issues affecting the CSP.
We are looking for someone who is not a member of CSP, who can bring in financial experience and competence in accounting and/or auditing. We value the way that our external committee members offer positive challenge and expert scrutiny, bringing in external expertise and perspective. Your skills will help the committee to ensure financial robustness and provide professional assurance to Council.
You can find out more information about the CSP and the Finance, Risk and Audit Committee on our website.
We positively encourage applications from people from all backgrounds and with a broad range of experience. We strive for our committee members to be as diverse as society and welcome applications from everyone, regardless of age, disability, gender reassignment, race/ethnicity, religion or belief, gender, sexual orientation, marriage and civil partnership, pregnancy and maternity. Your application will be dealt with fairly and all decisions we make about it will be based on merit and your ability to meet the competences required for the role.
The applications process will close at noon on Tuesday 2 April, with interviews on Thursday 18 April. The new committee member will receive an induction and take up their role in April 2024. All our committee roles are voluntary with reasonable out-of-pocket expenses paid.
Committee members are expected to attend 6 committee meetings per year (usually 2-3 hours duration, virtually or in-person in London), induction & development sessions, other CSP events and to give sufficient time to their committee work between meetings for an initial three-year term.
Recruitment Pack (in separate document via email)
The client requests no contact from agencies or media sales.