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Historic Norfolk
Norwich, Norfolk (GB)
Voluntary role
Closing date
13 Dec 2023

Historic Norfolk, the charity that protects and promotes the built heritage of Norfolk, is looking for a new treasurer to join our active board of trustees. A formal accountancy qualification isn’t essential, but you should have a good grasp of financial matters and ideally an understanding of the charitable sector. A keen interest in the built environment and heritage is important.

This is a key role that involves overseeing the Trust’s accounts, authorising payments using online banking, liaising with the Trust’s secretary and external accountants, attending quarterly board meetings, preparing and presenting quarterly accounts and presenting annual accounts at the AGM. Historic Norfolk manages three properties that generate income from various sources including weddings, room hire, rent and a natural burial ground, making this an interesting and diverse role that would suit someone committed to helping conserve and care for our heritage buildings.

There’s also the opportunity to get involved in non-finance matters, such as specific projects or taking an interest in a particular building.

The role of the treasurer involves:

  • monitoring the financial administration of the charity and reporting to the board of trustees
  • overseeing the charity’s financial risk-management process
  • board-level liaison with the external auditors
  • overseeing and presenting budgets, internal management accounts and annual financial statements to the board of trustees
  • approving and authorising payments using online banking
  • ensuring that proper accounting records are kept, financial resources are properly invested and economically spent
  • liaising with the secretary and other trustees

·       The opportunity to get involved in non-finance matters, such as specific projects or taking an interest in a particular building

Person specification

·      Demonstrable financial experience/expertise

·      Competent IT skills

·      Proven ability to communicate and explain financial information to members of the board and other stakeholders

·      Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship, and the Treasurer role in particular

Time Commitment

Board meetings take place every 3 months, currently on Mondays at 3 or 4pm, either in central Norwich or at one of the Trust’s properties. Payments will need authorising 2-3 times per month and management accounts prepared on a quarterly basis. There may work at other times on specific projects.

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