We are a very friendly bunch of people who don't want our volunteering to consume our lives and want to make it accessible and enjoyable.
Purpose of the role of a trustee is: to ensure the charity is carrying out its purpose. Complying
with the charity’s governing document and the law. Acting in the charity’s best interest and
managing the charity’s resources responsibly. This is an important role which will allow our group
to take root as we develop as a registered charity and to support other groups in Exmouth, as we
work together to address climate change.
The Treasurer's role specifically: we are a small charity with a small income and we currently we have a volunteer book keeper. So the role we require is to checks / oversee that proper records are kept and that effective financial procedures are in place. Monitoring and reporting to the rest of the Trustees on the financial health of the charity. Working with other trustees in the producing of necessary financial reports and statutory returns annually. Take responsibility for finance policy and reviewing and updating this annually.
What does this involve:
● Ensure proper records are kept of our financial transactions and have effective financial
procedures and controls are in place,
● Liaise with relevant trustees and/or volunteers to ensure the financial viability of the
organisation.
● Make fellow trustees aware of their financial obligations and take a lead in interpreting
financial data to them.
● Regularly report the financial position at trustee meetings (balance sheet, cash flow,
fundraising performance etc).
● Oversee the production of an annual budget and report of the previous financial year at an
annual AGM.
● Appraising the financial viability of plans, proposals and funding applications.
● Lead on appointing and liaising with auditors/an independent examiner
Skills or attributes you will need:
Knowledge of basic bookkeeping / financial record keeping
Good financial analysis skills and able to prepare a budget
Good IT skills
Good communication skills
Enjoys being part of a team, collective decision making, be flexible and non judgemental
What you might gain:
A greater knowledge about your local community
Knowledge of finance and fundraising practices within the charity sector
Knowledge of charity sector governance and structures
Understanding of management and community development
Experience and skills that you can detail on application forms or CVs
Who will supervise me / who do I go to if I have a problem:
You’ll be working as part of a group of Trustees and it is the Chairperson’s role to support
and supervise Trustees.
Time commitment:
We estimate between 2-5 hours a month, this will vary at different times of the year. There are
trustee meetings which take place roughly every 6 weeks for 2 hours. From time to time a finance
sub committee may be required to focus on something specific. We are flexible about when you
volunteer but we really appreciate you being honest and letting us know if your circumstances are
changing.
Location:
We don’t have a base at the moment. We meet at the SideShore Community Hub, at cafes and each other's houses or in public spaces or on zoom. We know that many people volunteer to have contact with people or for other personal or professional reasons. Please make us aware of why you would like to volunteer so we can make
sure the role will suit your needs.
What happens next:
We will invite you to meet us and have a conversation about the role. You can ask us your
questions about the role and the charity. This isn’t a formal conversation, it's just a way to make
sure the role will work for both yourself and the charity too.