District Treasurer Volunteer Roles
Lake District Music is a thriving organisation bringing music of the highest quality to audiences in the heart of the Lakes, as well as giving young artists the opportunity to perform and learn together. We are looking for a new Treasurer as we begin a new era.
Who we are
Lake District Music (LDM) is run by a strong Board of Trustees, which has been responsible for maintaining and developing LDM for almost 40 years. The Trustees help to decide the policies which LDM pursues and to organise the raising of the necessary funds. With a new Chair and trustees onboard, a merger with our ‘Patrons of LDSM’ support charity now complete, and looking ahead to our 40th anniversary year in 2025, this is a really exciting time to be a part of LDM’s work in Cumbria.
The role
The Role involves:
- Liaising with the Operations Director to draw up an annual budget before the beginning of each financial year
- Liaising with the Operations Director to draw up appropriate finance papers for the five Council of Management Meetings held annually
- Being the main bank signatory and responsible for payment of salary & expenses to Operations Director & Artistic Director
- Authorising bank payments when financial limits are exceeded by the Operations Director
- Working with the Operations Director to prepare the annual accounts and liaising as appropriate with the External Examiner
- Presenting and interpreting the relevant financial information to the Council of Management in a way that is straightforward to understand
- Liaising with the Chairman, Operations Director and Artistic Director in deciding on appropriate fundraising activities
- Presenting possible financial scenarios and solutions for Trustees to add value in the consideration of the strategic direction the festival is to take.
- Providing support & information of a financial nature to various subgroups looking at the strategic direction of the charity from time to time.
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Read moreMain 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.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Community Action Malvern & District is a registered charity that has been serving the Malvern area since 1972 and we aim to combat social isolation by connecting people through transport and other community projects delivered by volunteers. We currently have 10 staff, over 100 volunteers, a Men’s Shed, a volunteer recruitment project, and a small fleet of accessible minibuses and wheelchair vehicles.
“Serving as a trustee can be immensely rewarding…I guess I help because I can” CH, current trustee
We are looking for at least two new Trustees to play an essential role in ensuring that the charity fulfils its duty to its beneficiaries, delivers on our core purpose, supports our strategic development and identifies service innovations.
“Being a charity trustee allows you to use some of the skills and knowledge you’ve acquired to bring fresh ideas and perspective to the charity” MA, current trustee
We welcome people from diverse backgrounds and careers; our only requirement is that you have basic skills in financial management, business planning and IT, and want to work as part of a team. Anyone with greater financial or legal skills, or an interest in becoming our Treasurer would be particularly welcome.
“For anyone still working, or perhaps considering a slower pace of life following retirement, trusteeship is intellectually stimulating, providing exposure to the fascinating legal, ethical, and financial aspects of running a charity." RH, current trustee
The client requests no contact from agencies or media sales.