Our current Financial Trustee is stepping down as he has moved out of Devon. If you feel this role might suit you, or if you know someone who would be a good fit, please do get in touch. This help would make a real difference to keeping Kerswella running smoothly for our residents.
Our current Finance Trustee’s background is in school business management, so he is not a qualified accountant — and that’s absolutely fine for this role. What matters most is being organised, comfortable with numbers, understanding a balance sheet/budget statement and happy to support a small community charity.
Our main data comes from the monthly bank statement and this is used to generate a budget statement and a funds statement.
It is estimated that the role takes:
• Around half a day once a month altogether to complete the month‑end reconciliation. It may be a bit more until you are up to speed with the routine!
• Around one day once a year to prepare the annual accounts statement for the Charity Commission. These are then checked by an independent reviewer before submission.
Full handover, guidance, and support will obviously be provided.
If a Trusteeship is not right for you, this role could be carried as a volunteer, working with the Coordinator and Trustee Board.