Top job! Welcoming Board: Treasurer

  • Management Board
  • Unpaid
  • Edinburgh
  • Closing 21st June 2019

  • Advertised from 23rd May 2019


To oversee the financial affairs of the organisation and ensure they are legal, accurate, constitutional and within accepted accounting practice.

Main Responsibilities

  • Head of Finance/ Audit Committee
  • Guide and advise fellow trustees to formally approve the annual report and audited accounts.
  • Ensure that annual accounts are submitted to all relevant regulators in a timely fashion.
  • Ensure proper finance records are kept and that effective procedures are in place.
  • Liaise with relevant staff to ensure regular and effective monitoring and reporting on the financial health of the organisation to the Board.
  • Make fellow Board members aware of their financial obligations and take a lead in interpreting financial data to them.
  • Act as a counter signatory on cheques and applications to funders.
  • Advise on the financial implications of the organisation’s strategic plans and oversee the organisation’s financial risk-management process.
  • Oversee planning/budgeting processes in participation with the Board and constructively challenge where required.
  • Develop reserves policy and safeguard the organisation’s finances.
  • Keep the board informed of free reserves position regularly and advise to cope with changing circumstances.

Person Specification


  • Accountancy Qualification (ICAS/ CMA or equivalent)
  • Skills/background in accountancy or financial management.
  • •Understanding of charity finance practice, fundraising and grant-making.
  • Ability to explain financial information to Board members and other stakeholders.
  • Analytical and evaluation skills, demonstrating good judgement.
  • Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
  • Strong IT systems & excel skills
  • Good communication and leadership skills.
  • Ability to commit adequate time to fulfilling the responsibilities of the role (attendance at 6 Board meetings plus 1-2 strategy workshops per year, and occasional time in the office with Welcoming staff).
  • Commitment to the values and the vision of the Welcoming.


  • Skills and experience in one or more areas of non-executive governance and management e.g. strategic planning, business management, understanding of HR issues, experience of Trusts or other grant giving bodies particularly fundraising and legal knowledge.

Application notes

Interested parties should send a copy of their CV together with a covering email setting out why they are interested in the role to and cc

Closing date for application is Friday 21st June 2019

This role is voluntary and is not remunerated.