Treasurer Trustee

Integrate UK
Contract Type: 
4 full board meetings annually and occasional sub-group/working group planning sessions
Contract Details: 
Details of Role: 


Note: The overall role of a Treasurer is to maintain an overview of the organisation’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained.

Treasurer of Integrate UK

  • In addition to the general responsibilities of a trustee, duties of the treasurer include the following.
  • Overseeing, approving and presenting budgets, accounts and financial statements
  • Being assured that the financial resources of the organisation meet its present and future needs
  • Ensuring that the charity has an appropriate reserves policy
  • Preparing and presenting financial reports to the board
  • Ensuring that appropriate accounting procedures and controls are in place
  • Liaising with any paid staff and volunteers about financial matters
  • Advising on the financial implications of the organisation’s strategic plans
  • Ensuring that the charity has an appropriate investment policy (as and when this is required for Integrate UK)
  • Ensuring that there is no conflict between any investment held and the aims and objects of the charity
  • Monitoring the organisation’s investment activity and ensuring it is consistent with the organisation’s policies and legal responsibilities
  • Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, for example the Charity Commission and/or the Registrar of Companies
  • If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented
  • Keeping the board informed about its financial duties and responsibilities
  • Contributing to the fundraising strategy of the organisation
  • Making a formal presentation of the accounts at the annual general meeting and drawing attention to important points in a coherent and easily understandable way
  • Sitting on appraisal, recruitment and disciplinary panels as required


Person specification

In addition to the person specification for a trustee, the treasurer should have the following qualities:

  • Financial qualifications and experience
  • Some experience of charity finance, fundraising and pension schemes
  • The skills to analyse proposals and examine their financial consequences
  • Being prepared to make unpopular recommendations to the board
  • A willingness to be available to staff for advice and enquiries on an ad hoc basis
Closing Date: 
Monday, 28 February, 2022 - 00:00
How to Apply: 

Please complete the Trustee Application Form attached

Contact Person: 
Lisa Zimmermann
Contact Email:
Contact Phone: 
Postal Address: 
Unit 6 Montpelier Central Station Road Bristol BS6 5EE