Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Role Description
Treasurer/Finance Lead Trustee
Remuneration: The role of Treasurer is not accompanied by any financial remuneration, although expenses for travel may be claimed
Reports to: Board of Trustees
Key relationships: Chair, Trustees, Head of Finance & Central Services, CEO
Location: Southampton
Time commitment: Board and Committee meetings
Objective
The Treasurer will oversee the financial matters of the charity in line with good practice and in accordance with the governing document and legal requirements. The Treasurer will ensure that effective financial measures, controls and procedures are put in place, and are appropriate for the charity.
Principal responsibilities
1.1. Oversee and approve budgets, accounts, financial statements and financial reports to the Board of Trustees after discussion with the Head of Finance & Central Services.
1.2. Seek assurance that the financial resources of the organisation meet its present and future needs and are within the charity’s objects
1.3. Instrumental in the development and implementation of appropriate financial, reserves and investment policies
Main duties:
1.4. Liaise with the Head of Finance & Central Services to ensure that the charity’s annual accounts are compliant with the current Charities SORP.
1.5. Ensure that appropriate accounting procedures and controls are in place
1.6. Overview insurance to confirm that the organisation is fully covered, ensuring that equipment and assets are adequately maintained and insured
1.7. Advise on the financial implications of the organisation's strategic plans
1.8. Chair the Finance & Fundraising Committee
1.9. Liaise with the charity’s auditors where appropriate
1.10. Keep the Board informed about its financial duties and responsibilities
1.11. Contribute to the fundraising strategy of the organisation
1.12. Make a formal presentation of the Accounts at the Annual General Meeting, drawing attention to important points in a coherent and easily understandable way
1.13. Sit in on appraisal, recruitment and disciplinary panels as required
Person Specification
Role Title: Treasurer
The Board of Trustees are 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.
All trustees should also be aware of, and understand, their individual and collective responsibilities, and should not be overly reliant on one or more individual trustee in any particular aspect of the governance of the charity.
Experience:
Individuals are sought who have a strong empathy with Rose Road’s Visions and Values and an understanding of its work.
· Experience of working in finance (preferably with a financial qualification)
· Successful experience of operating within a board in a charitable, public sector or commercial organisation
· Demonstrable experience of building and sustaining relationships with key stakeholders and colleagues to achieve organisational objectives
· Proven track record of sound judgement and effective decision making
· History of impartiality, fairness and the ability to respect confidences
· Track record of commitment to promoting equality and diversity
Knowledge, skills and understanding:
· Commitment to the organisation and a willingness to devote the necessary time and effort – typically 8 meetings per year as well as ad hoc meetings and events.
· Prepared to challenge decisions, with a willingness to speak their mind when necessary
· Willingness to be available to staff for advice and enquiries on an ad hoc basis
· Good, independent judgement and strategic vision
· Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
· Ability to work effectively as a member of a team
· Understanding of the respective roles of the Chair, Trustees and Chief Executive
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Could you help shape the future of Katherine Low Settlement?
We're looking for a new Treasurer Trustee to join our Board.
This is a fantastic opportunity for someone with financial experience to use their skills to support one of Battersea's longest-established charities.
About Katherine Low Settlement
Katherine Low Settlement is a busy, local charity that has been serving Battersea and the wider Wandsworth community since 1924. We are dedicated to building stronger communities and enable people to challenge and find ways out of poverty and isolation. We run a range of our own community services to support local older people and children, young people, and their families from refugee communities. We campaign for social change. We incubate and support other charities and social businesses to thrive. Each week we work with 30+ charities and community groups supporting more than 1,000 people every year.
About the Role
KLS is looking for a Treasurer Trustee to bring financial insight, sound judgement and strategic challenge to our Board. This is a rewarding opportunity to help a community-focused charity stay financially strong, well governed and able to make a lasting difference for people in Battersea and Wandsworth.
What You’ll Do
• Guide Board-level understanding of KLS’s finances, risks and long-term sustainability.
• Chair the Finance Committee and help turn financial information into clear, confident decisions.
• Provide Board level scrutiny of budgets, management accounts, reserves, cash flow, controls and annual accounts, including reviewing income and expenditure, monitoring restricted and unrestricted funds, and supporting year-end reporting.
• Provide constructive challenge on funding, strategy, financial planning and major commitments, including grant budgets, funder reporting, reserves planning and financial sustainability.
• Champion transparent, ethical financial stewardship that supports safe, effective services.
• Contribute to wider discussions on strategy, governance, safeguarding and organisational sustainability, in a more general trustee capacity.
Who We’re Looking For
• Financial confidence, curiosity and clarity, with the ability to read the numbers and ask thoughtful questions.
• Ability to help others engage with finance in a practical, accessible way.
• Experience in finance, accountancy, audit, risk, grant management, charity finance, trusteeship or the voluntary and community sector.
• Understanding of charity finance, including monitoring restricted funds, reviewing management accounts, supporting reserves policy, preparing for audit or independent examination, and helping trustees understand financial risks.
• A professional accountancy qualification is welcome but not essential if you have broader financial leadership or governance experience.
• Previous trustee experience is desirable but not essential.
Equality, Diversity and Accessibility
We welcome applications from people from all backgrounds, especially those with lived experience, community connections or insight into the communities KLS serves. We are committed to an accessible recruitment process and will make reasonable adjustments where needed.
Appointment Requirements
Appointment is subject to eligibility to act as a charity trustee and, where applicable, as a company director, a satisfactory DBS check and any relevant identity verification requirements.
How to Apply
If you are interested in using your financial skills to support local impact, we would love to hear from you. Please send a CV and short supporting statement outlining your interest in KLS, your relevant financial or governance experience, and what you would bring to the Board to Sarah Gibb, KLS CEO.
Closing date: Wednesday 30th September 2026
Registered Charity
21 - 50
We work to reduce poverty and isolation and bring the community together.
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We are looking for a committed and experienced individual to join our Board of Trustees as Treasurer. As a registered charitable company, our community centre supports local people through a range of services and activities to improve life outcomes for all.
Key Responsibilities
· Monitor the financial position of the charity and advise the Board on financial matters.
· Chair our Finance Committee which meets quarterly
· Ensure proper records are kept and that accounts meet legal and regulatory requirements.
· Support the preparation of budgets, financial reports, and annual accounts.
· Support the work of the outsourced accounting agency and, when necessary, liaise with staff responsible for day-to-day financial administration.
· Contribute to the overall strategic direction and good governance of the Centre as an active Trustee.
The client requests no contact from agencies or media sales.