Trustees Needed – Chair & Treasurer
Chair
Careline is seeking a Chair of Trustees (voluntary position) to lead the organisation and Management Committee to enable the charity to fulfill its purpose, in line with its constitution. Careline offers a free telephone befriending service to older and vulnerable people living in the Derbyshire Dales and East Staffordshire.
Overall purpose of the role:
- Lead the committee and the organisation to enable it to fulfill its purpose
- Ensure effective relationships between the Management Committee, staff, volunteers and external stakeholders
- Act as a spokesperson and figurehead as appropriate
Activities:
- Plan and prepare the committee meetings and the AGM with others as appropriate
- Chair committee meetings ensuring: A balance is struck between time-keeping and space for discussions; Business is dealt with and
- decisions made; Decisions, actions and deliberations are adequately minuted; The implementation of decisions is clearly assigned and monitored
- Ensure adequate support and supervision arrangements are made for the Careline Manager and any other staff/volunteers directly managed or reporting to the committee
Qualities:
- A willingness and ability to lead the organisation
- Possesses tact, diplomacy and powers of persuasion
- Possesses relevant knowledge
- Has the relevant skills to run a meeting well
- Availability for most Management Committee meetings (every 6 weeks)
Desirable:
- Previous experience of chairing a charity or as a trustee
- Knowledge and experience of current best practice relevant to voluntary and community organisations
Treasurer
Careline is seeking a Treasurer (voluntary position) to oversee the financial affairs of the registered charity, which offers a free telephone befriending service to older and vulnerable people living in the Derbyshire Dales and East Staffordshire.
Overall purpose of the role:
Oversee the financial affairs of the organisation, ensuring they are legal, constitutional and within accepted accounting practices. Advise on the financial situation of the organisation.
Activities:
Work with Careline’s Manager to ensure proper records are kept and that effective financial procedures and controls are in place,in regards to:
- Expenses payments and purchasing limits, petty cash receipts/float, travel expenses logs, any other as required
- Reconcile accounts on a bi-monthly basis and check balances
- Produce regular financial reports (quarterly) for Careline Management Committee meetings
- Prepare reports for audits and ad hoc summaries for grant applications reporting and the Charities Commission
- Ensure that spending against grants and other funds received for specific purposes are appropriately monitored
- Take a lead on interpreting financial data and make the steering committee/the general meeting aware of outstanding obligations, financial discrepancies or risks
- Work with the Management Committee to improve financial processes and ensure the charity has robust and effective financial controls in place
Essential:
- Knowledge and experience of current financial practice relevant to voluntary and community organisations
- Excellent numerical skills and feeling comfortable to interpret and explain data
- Accuracy and attention to detail
- IT skills (Careline currently uses Quickbooks
- Availability for most Management Committee meetings (every 6 weeks)
Desirable:
- An Accountancy qualification, or similar
- Previous experience as a Treasurer
For more information about Careline please visit our website.
For an informal discussion about either of these roles, please contact Marianne Jacques, Chair of Trustees, on 01335 210353