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

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