Could you be a Volunteer Finance Director for Worktree?

Worktree is an established Milton Keynes-based charity that helps local young people with their career aspirations through the delivery of Career WorkOut.

We are looking for a volunteer to join our Board of Trustees as Finance Director.

Structure – The  Board of Trustees, normally around 7 people meets for around two hours, four times a year.

The charity operates with three part-time workers, of whom two are employed as consultants (General Manager and Operations Manager). The Operations Manager maintains the financial records and uses a spreadsheet cashbook (there are around 300 transactions a year). The two managers maintain a spreadsheet for monitoring and forecasting based on monthly transactions;  this forms the basis of financial reporting to the Board.

Responsibilities of the Finance Trustee

  1. Attend quarterly Board Meetings
  2. Review draft financial report to Board prepared by General Manager
  3. Provide advice and guidance to the two managers in respect of financial matters (e.g. banking, payroll, taxation, Annual returns)
  4. Review cashbook spreadsheet, once or twice a year to ensure all is recorded correctly and balanced
  5. Liaise with examiner once draft annual accounts are prepared
  6. Along with the other Trustees, provide ideas and inspiration to Worktree
  7. To consider and influence decisions to the benefit of the Charity’s benefactors
  8. The current treasurer prepares the annual financial statements and helps with the annual returns

Deadline – 14th of Feb 2020

Contact Theresa Mercer on theresa.mercer@worktree.org for more information.