Volunteer Finance Director

Role Description

This is a volunteer role for a Financial Director and trustee. The role will ensure that the financial affairs of the Charity are conducted within legal requirements, accounting conventions and good practice and in conjunction with the General Manager to protect and enhance the financial wellbeing of the Charity. 

Reports to:

Board of Trustees

Major Accountabilities:

• To lead in developing financial plans for the Charity with income and expenditure goals which are attainable within the resources available to the Charity 

• To ensure that the Board is aware of its financial responsibilities and options available 

• To ensure suitable systems for budgeting, financial control, risk management, insurance, and accounting records are in place

• To assist the external accountants with processing more complex transactions, recording capex, raising prepayments and accruals at month-ends and to work with them to ensure compliance with HMRC requirements as appropriate

• To keep Trustees informed about Charity’s finances by written report, at least on a quarterly basis. To communicate with relevant department heads and other staff so as to maintain a clear picture of the financial health of the organisation

• To work with the Charity’s external accountants and auditor/independent examiner to meet external reporting requirements, including grant reporting and the annual financial report to members

• To know, abide by and promote the Charity’s values, policies and objectives, including to external parties. To support appropriate communication between the Board and staff, members and stakeholders