The position of Trustee with Financial Expertise is designed to provide the Board of Directors with robust financial oversight, ensuring that the client maintains its sustainability and compliance while making effective use of available resources. The role involves advising the Board on budgeting matters, financial planning, resource allocation, and developing an overall financial strategy. Additional responsibilities include reviewing financial reports, identifying risks, trends, and opportunities, and ensuring adherence to the Charities Governance Code as well as funding requirements and relevant legislation.
The trustee will also play a key role in supporting the annual audit process and reviewing financial policies, controls, and procedures to ensure sound financial management. Contributing to risk management is another critical aspect of the role, which involves planning for reserves and cash flow. Attendance and active participation in Board and relevant committee meetings are expected, along with collaboration with other trustees and the CEO or Manager.
Candidates for this position should have a professional background in finance, accounting, audit, or a similar field. A strong understanding of financial statements and risk management is essential. The trustee should demonstrate a commitment to good governance, integrity, and confidentiality. A willingness to contribute both time and expertise, along with strategic insight, are necessary to support the client effectively in the region.