Treasurer – Surrey Coalition of Disabled People (Volunteer role)

Are you a spreadsheet whizz? Do you have a good understanding of financial procedures and accounting practices? If so, please apply to be our next trustee. It’s an exciting time to join us. We registered as a charity in 2023 and are now really focussing on building our fundraising profile and developing our next 3-year strategy.

Overall:          

Be committed to the organisation and its work, to act with integrity and selflessness, and to be open, honest and accountable at all times. To understand and accept the legal duties, responsibilities and liabilities of trusteeship. Be willing to devote the necessary time and efforts to duties as a trustee and as a member of the organisation.

Duties & Tasks:

• To ensure that the organisation complies with and functions within the legal and financial requirements of its constitution, Memorandum and Articles of Association, and any other relevant legislation and regulations.
• To ensure that the organisation pursues objects as defined by its constitution and within aims, policies and procedures agreed by the Board of Trustees.
• With the other trustees to formulate and review the strategic aims and direction of the organisation.
• To promote the organisation and act always in its best interests. To safeguard the good name and values of the organisation and always strive to achieve best practice and the highest standards.

Formulating strategic aims

• Consider the organisation as a whole and its members, in the context of both national and local policies, priorities and political influences.
• Reflect the organisation’s vision and principles, strategy and policies at all times and particularly when developing the strategic and annual plan.
• Contribute specific strategic skills, interests and/or contacts
• Contribute to plans to positively promote the organisation to individuals, organisations and a wider audience e.g. potential members. 
• Support the organisation in all its activities in conjunction with the Chief Executive.

Ensuring policies and practices are in keeping with aims and objectives.

• Ensure that the organisation applies its resources in furtherance of its objects and manages its funds properly.
• Follow the organisations policies and procedures at all times, particularly when exercising the functions of the Board of Trustees.
• Contribute actively to and regularly attend meetings of the Board.

Ensuring best practice and highest standards.

• Be an active member of the Board of Trustees in exercising its responsibilities and functions.
• Support and maintain good relations with all staff; members, volunteers and other Board of Trustees.
• Take part in training sessions provided for the benefit of the Board Trustees.
• Fulfil such other duties and assignments as may be required from time to time by the Board of Trustees.
• Use your best judgment, knowledge, skills and experience to help the organisation and Board of Trustees to make sound decisions and be effective.
• To maintain a strategic view of the organisation and role as a trustee to support the Chief Executive in delivering the business plan and strategy.   
• Should the trustee also take on an additional volunteer role for the organisation, to be clear on how the two roles are separate.  
• To direct enquiries regarding advice, support or advocacy required into the staff team who can ensure that the person is directed to or referred into the appropriate service. 
• To not raise complaints on behalf of the Coalition without the express agreement of both the Co-Chair’s and the Chief Executive. 

In addition to the trustee requirements, the treasurer usually takes the lead at board level on:

• making sure the charity keeps proper accounts
• reviewing the charity’s financial performance
• drawing up or reviewing policies for finance and investment
• ensuring that the charity has robust and effective financial controls in place
• liaising with finance staff and with the charity’s independent examiner or auditor
• reporting on financial matters to the members

If you would like a chat about the role or would like to apply, please email Nikki, our CEO, nikki.roberts@surreycoalition.org.uk