Volunteering Opportunity: Treasurer with HSO - Herts Schools Outreach (UK) CIC

We are a small but rapidly growing charity at a pivotal moment in our evolution. We are looking for an
exceptional person to take on the role of Treasurer / Trustee. The successful candidate will have a
background in finance, strategy, governance, and risk management.

HSO, a recognized and pioneering organization, provides a specialised service aimed at offering early
intervention and personalised assistance to foster and amplify positive mental health transformations
in children and young individuals. Our support spans across Hertfordshire, catering to the mental wellbeing of all children and youth.
We administer both one-on-one and group sessions within school settings, employing essential early
interventions to mitigate the impact of mental health challenges and/or decisions that may adversely
affect their lives. Our overarching objective is to inspire children and young people to have faith in a
brighter future.

Opportunity Type: Long-term Commitment

District: Hertsmere

Location: From your office, From home

Time of day: Weekday Mornings, Weekday Afternoons, Weekday Evenings, Weekend Half Days

Practical Considerations: Person Specification:

• Qualified accountant with demonstration of Charity
awareness and knowledge
• Competent IT skills, with working knowledge of Sage (or
similar accounting software)
• Proven ability to communicate and explain financial
information to members of the board and
other stakeholders.
• Analytical and evaluation skills, demonstrating good
judgement.
• Understanding and acceptance of the legal duties,
responsibilities and liabilities of
trusteeship, and the Treasurer role in particular
• Good communication and leadership skills Time
Commitment
• The Treasurer will be expected to visit the charity office
at least once every month to meet
with the CEO and Chair.
• The board meets a maximum of 6 times a year and the
Treasurer is expected to be available
for all meetings, in person or virtual – dates agreed in
advance.
• The Treasurer will Chair the Finance Sub-Committee
which meets 3 times a year, and sit on
the HR & Recruitment Sub-Committee which meets twice
a year.

Requirements: Relevant qualification or training, Will require a criminal record check (DBS)

Suitable for: 18 – 25 year olds, Aged 26 and over, Older People, People with restricted mobility

Suitable for volunteers interested in: Children, Families & Family Support, Education & Training (young people), Trusteeship & Governance, Voluntary & Community Action, Young People & Adolescents

Does this opportunity provide wheelchair access?: Yes

Full Description:
Main Duties of a Trustee (as listed by the Charity Commission)

• Ensure the charity is carrying out its purposes to the
public benefit • Comply with the charity
governing document and the law
• Act is the charity’s best interests
• Manage the charity’s resources responsibly
• Act with reasonable care and skill
• Ensure the charity is accountable
• Dedication to the charity’s cause and objectives and
willing to act as the charity’s ambassador
to external bodies, individuals, charities and companies.

Key tasks of the Treasurer / Trustee:

The treasurer will oversee the monitoring of the organisation’s finances on behalf of the whole board
of trustees, to report regularly on them to the board, and to make sure that money and property are
properly managed. They will ensure that bookkeeping, record keeping, and budgeting are done
properly. This includes:

• Ensuring proper systems are in place for budgeting,
financial control and reporting;
• Overseeing and monitoring procedures to reduce the
risk of fraud;
• Keeping all trustees properly informed about the state of
the organisation’s finances;
• Ensuring financial reports to the trustees are
comprehensible and properly discussed;
• Ensuring accounts and other financial reports are
produced in the proper form and on time as
required by other bodies (such as the Charity
Commission);
• Overseeing the appointment and communications with
auditors or independent examiners,
according to legal requirements.
• Monitor the overarching strategic management of the
organisation’s financial resources, and
report to the CEO and the board.
• Oversee the charity’s financial risk-management
process and report financial health to the board
of trustees at regular intervals.
• Act as a counter signatory for online banking and
applications to funders.


Main Responsibilities:

• Ensure all strategic plans are financially appraised and
budgets are aligned to both short-term
and long-term objectives each year.
• Suggest alternative scenarios while evaluating strategic
plans as part of the risk management
process and as part of performance and reporting
scenarios.
• Ensure a high standard of management accounting is
maintained to support informed
financial decisions and efficient management of daily
operations.
• Support the Director of Operations to prepare, produce
and monitor the management
accounts regularly.
• Create greater transparency and accountability to
improve resource allocation and charity’s
image by adding specific measures as per the Charities
Statement of Recorded Practice
(SORP) guidelines.
• Explain technicalities of accounts in plain language
which is fully understood by the trustees.
• Develop a reserves policy and safeguard the
organisation’s finances.
• Keep the board informed of free reserves position
regularly and provide advice to cope with
changing circumstances.
• Chair finance committees in line with standing orders
and terms of reference and report
findings/developments back to the board of trustees.
• Advise on the financial implications of the charity’s
strategic plans