Trustee with finance experience to join the board of a church charity

We have money and ideas to share with the Unitarian congregations that are our members. They serve the public by being centres of liberal religious exploration and solidarity. We need a Treasurer to keep our money on the straight and narrow path.

Our income is stable. Our four Unitarian congregations are small, self-governing and have limited resources to carry out their spiritual work, yet their buildings decay.

The board’s challenge is to support them with grants for essential infrastructure work but prompt them to also concentrate on their growth, and on what they offer the people beyond their walls.

Your role is to help the board by bringing your experience of financial management and accounting.

The board will welcome your advice as they make decisions to meet the need while smoothing the peaks and troughs in grant-making and keeping the accounts simple.

You will also oversee the generation of the financial statements and make financial reports to the board.

Skills

– Experience in financial advice in respect of projects, goals, and risks; experience of financial regulatory frameworks, investments, cashflow management, accounting practice, audit, book-keeping etc.

– We would be particularly interested in past experience regarding (1) governance;  (2) contracting for paid support; and (3) infotech to support automatic generation of financial statements and accounts.

– Enthusiasm for our aims, seeing finance as a means to those aims and not an end in itself.

– Willingness and ability to understand and accept their responsibilities and liabilities as a trustee and to act in the best interests of the charity.

– Ability to exercise independent judgment whilst effective in working corporately as a member of the board.

– Ability to communicate effectively and willingness to participate actively in discussion.

– Commitment to equality, diversity and inclusion.

– Willingness to lead.

– Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.

– For continuity in ethos, previous experience or knowledge of the Unitarian context in which the SUA operates would be advantageous; but is not necessary.  


Details

  • Diversity and equal opportunities policy
  • Accessibility
    Much of the work can be done online. We start by to be advised by the successful applicant regarding what reasonable adjustments we can make to allow them to perform their duties.
  • Age restrictions
    This role is for an adult
  • Child Protection
  • Complaints Policy
  • Confidentially Policy
  • DBS check required
    We reserve the right to carry out a DBS check on the potentially successful applicant
  • Ex Offenders
  • Expenses reimbursed
  • Health and Safety Policy
  • Ongoing support
  • Suitable for Duke of Edinburgh Award
  • Suitable for Supported Volunteering
  • Suitable for Under 16's
  • Suitable for Under 18's
  • Training provided
  • Volunteer induction
  • Volunteer Policy
  • Volunteers covered by insurance
  • Vulnerable Adults Policy
  • Written role description

When can I volunteer?

Start Date: 09/03/2024

End Date: 08/03/2025

Mon Tue Wed Thu Fri Sat Sun
Morning No No No No No No No
Afternoon No No No No No No No
Evening No No No No No No No

Availability Details

– Business meetings are currently held online by video-conferencing and much business is carried out by email and telephone. The SUA stands ready to be advised by the appointee, regarding any reasonable adjustments to these ways of working that will be needed for total accessibility. – Attending four meetings of the Executive Committee annually. Currently meetings are held remotely (online), on 2nd Saturdays in October, January, March (AGM) and June, subject to minor adjustments. Meetings may last two hours. – Working between meetings of the Executive Committee to generate (or supervise the generation of) financial reports and the accounts, and to conduct research relevant to investments, changes to the regulatory framework, etc. – Officers’ Subcommittee membership – Ad hoc informal meetings of the three officers of the SUA, remotely or face-to-face, to make delegated decisions regarding grants and to address risk management, as well as the normal cycle of administration. Usually no more than six meetings annually; currently during Mon-Fri but by negotiation. Meetings’ lengths variable. – By choice, attending the sole face-to-face gathering of the wider SUA annually, which takes up most of a Saturday, and which is held in one of the Unitarian venues in Southampton, Portsmouth, Newport (Isle of Wight) or Ringwood. The gathering takes place on a Saturday in the second half of August or the first half of September. Travel expenses are reimbursed.


Location

This opportunity can be carried out whilst working from home.


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