Job Description for Honorary Treasurer

Following the resignation of our previous treasurer as she moves to take up her new position as Chief Executive of the Met Office, we have a vacancy on our Board of Trustees for a volunteer wishing to take on the role of Honorary Treasurer. 

If you are interested in this exciting opportunity, and you have some of the skills outlined below, then the Trust would very much like to hear from you.  Please contact Kate Brewin (PA to the Chief Executive ([email protected]) for further details.

As treasurer, you will be at the heart of the organisation, and gain experience in charity governance, particularly in relation to financial and organisation matters, as well as helping to shape the Trust’s work. 

Wiltshire Wildlife Trust

Wiltshire Wildlife Trust Ltd is a charitable company, set up in 1962. It has a membership of over 19,000, income of around £3.5m, more than 60 staff and an invaluable volunteer workforce of 2000.  Assets, which are mainly the landholdings, are in excess of £10m.  It is one of 46 Wildlife Trusts across the British Isles.

The Trust works to achieve a sustainable future for wildlife and people in Wiltshire and Swindon. The county has over 200 square kilometres of Local Wildlife Sites and nearly 300 square kilometres of SSSI including famous chalk downland, some of the most important wildflower meadows remaining in the UK, ancient woodlands, precious chalk rivers, as well as the open grassland of Salisbury Plain.

In addition to managing 39 nature reserves (c.1000 ha) all across the county, the Trust has been innovative in widening the impact it has on the physical and social environment through

·         Managing a farming enterprise

·         Provision of outdoor learning

·         Services to improve health and well-being, including to returning soldiers and their families

·         Raising the awareness and understanding of the impact of daily life on the environment

·         Advising on the design and environmental impact of major new building projects

·         Accessing private and public funds to acquire, protect and improve wildlife habitats, including creating larger ’connected’ landscape reserves

Introduction to the role

The Honorary Treasurer (treasurer) is a key role in the effective governance of the Trust. While financial matters are the responsibility of all trustees, it is often the treasurer that the other trustees look to for advice, guidance and reassurance on all aspects of the charity’s financial management and reporting, control systems, solvency, investments, etc.

The overall role of the treasurer is, therefore, to monitor the financial administration of the charity, ensure proper records are being kept and that effective financial procedures are in place.  They will report to the board of trustees at regular intervals on its state of financial health, in line with best practice and in compliance with the governing document and legal requirements.

As a trustee, the treasurer will provide guidance and support to the CEO and senior leadership team, advising on the financial implications of the Trusts activities and reviewing the charity’s financial performance. 

Trustees meet four times a year, and as required in-between.  The Treasurer will chair the Finance Committee, which also meets four times a year, and reports back to the board of trustees; ensuring fellow trustees are aware of their financial obligations and take a lead in interpreting financial data to them.

Specific responsibilities and duties of the treasurer include:

1.       Ensuring that effective financial procedures and controls are in place;

2.       Overseeing the implementation of and monitoring specific financial controls and adherence to systems;

3.       Ensuring that, financial resources are properly controlled, invested and economically spent, in line with good governance, legal and regulatory requirements;

4.       Drawing up or reviewing policies for finance and investment

5.       Overseeing the charity’s financial risk‐management process;

6.       Presenting to the board of Trustees, and responding to questions, the annual budget, quarterly management accounts and annual financial statements, together with any other recommendations of the Finance Committee

7.       Acting as a countersignatory for any payments above the signing limits for staff.

8.       Lead on appointing the external auditors and liaising with them on specific issues such as the Auditors’ Management Letter and the related board representations.

Experience and skills in the following areas would be valuable:

1.       A relevant professional qualification or a broad range of experience at a senior level

2.       Budget management, investment management, contracting and risk management

3.       Able to provide a clear explanation of financial accounts and management reporting to other Trustees, staff and members

4.       A track record in supporting decision-making at Board level and high standards of Board governance

5.       Some understanding of charity accounting and governance would be useful, but not essential

6.       A commitment to and identification with the Trust’s aims and objectives.