Treasurer Trustee

Summary of the role:

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

Overall responsibilities:

The responsibilities of the Treasurer include:

• Overseeing and approving budgets, accounts and financial statements. Ensuring proper records are kept and effective financial procedures and controls are in place. Regularly reporting the financial position at Board meetings (e.g. quarterly reports), drawing attention to important points in a coherent and easily understandable way. Overseeing the production of an annual budget and proposing its adoption at the last meeting of the previous financial year. Being assured that the financial resources of the organisation meet its present and future needs. Keeping the Board informed about its financial duties and responsibilities. Liaising with members of the WSUK team about financial matters. Liaising at a Board level with external auditors on specific issues in the auditing process. Guiding and advising fellow trustees to formally approve the annual report and audited accounts. Contributing to the fundraising strategy of the organisation. Appraising the financial viability of plans and proposals.

Responsible to: This role works closely with the Chair and Board of Trustees

Experience and skills:

The treasurer should have the following qualities:

• Financial experience. (e.g. as a Financial Director, Financial controller or qualified accountant). Financial analytical and evaluation skills. Good, independent judgement and strong leadership skills. Ability to communicate clearly. A team-oriented approach to problem solving and to management. Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship. A willingness to devote the necessary time and effort and be available to staff for advice and enquiries on an ad hoc basis. A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.

This is a voluntary position although all reasonable expenses are paid (in line with the WSUK expenses policy).

This role will require a Disclosure and Barring Service (DBS) check.

Time commitment

• The Board meets around 4 times per year, held virtually in the evening. The AGM is typically held as a face-to-face meeting on a Saturday afternoon in / near Worthing, West Sussex. Attendance at fundraising events and the Wolfram Syndrome annual conference is optional.