Treasurer

Sycamore Trust U.K. is looking for a Treasurer to join our experienced board to lead in overseeing the financial affairs of the organisation, ensuring its financial viability and ensuring proper financial records and procedures are maintained.

The Treasurer will assist other trustees to perform their financial duties, by interpreting and explaining accounting requirements, ensuring that the board receives reports containing the information trustees need in an 'easy to understand' format, and helping trustees guide any other professional advisers they have appointed. Please be aware this is a voluntary role.

Treasurer Volunteer opportunity description

The overall role of a Treasurer is to maintain an overview of an organisation's financial affairs, ensuring its financial viability and ensuring that proper financial records and procedures are maintained.

Main task and responsibilities

• Keeping the board aware of its financial responsibilities.
• Ensuring that the organisation's accounts are prepared in a suitable format.
• Ensuring that the accounts and financial systems are audited as required by regulatory requirements.
• Liaising with the auditors/independent examiners.

• Overseeing the preparation and presenting of budgets, accounts and financial statements.
• Being assured that the financial resources of the organisation meet its present and future needs.
• Ensuring that the organisation maintains an appropriate reserves policy.
• The preparation and presentation of financial reports to the board.
• Ensuring that appropriate accounting procedures and controls are in place.
• Liaising with employed staff and volunteers about financial matters.
• Advising on the financial implications of the organisation's strategic plan.
• Ensuring that there is no conflict between any investments held and the aims and objectives of the organisation.
• Ensuring that the accounts are prepared and audited in compliance with the organisation’s obligations.
• making a formal presentation of the accounts at the annual general meeting and summarising the points in a coherent and easily understandable way.

Benefits to Volunteer 

• Gaining experience of finance, strategy and governance in overseeing a small local charity.

What skills do I need?

Skills, attributes, experience and qualifications.

• In addition to the qualities needed by all trustees, the Treasurer should also possess the following:
• financial experience and business planning skills
• some experience of organisation finance and fundraising
• the skills to analyse proposals and examine their financial consequences
• a preparedness to make impartial recommendations to the board
• a willingness to be available to give financial advice and answer enquiries from any staff or volunteers on an ad hoc basis.
• Access to own computer & internet advantageous
• Need to be 18+

When do I need to be available?

Details

Our board of trustees generally meets once a month on a Wednesday evening for a couple of hours. Some meetings are in person at our premises in the London Borough of Barking & Dagenham and some are over Zoom/Teams.