By giving us a few hours per month, you will be helping this brilliant team of volunteers and staff to offer a range of valued services to the community in and around Dunblane. As Trustees, we share the responsibility for good governance, management and control of the Centre. All trustees play a part in financial decision-making and monitoring, to ensure the Centre has a healthy long-term future.
The Centre Manager, Finance Assistant and Trustee Board need your expertise in these areas:
Advising on set up of financial reporting systems
Agreeing budgets and controls with manager
Ensure the financial control processes are set up and managed effectively
Regularly monitoring income v expenditure
Dealing with bank when senior input required
Being aware of available rates/ products when needed
Monitoring the investment portfolio
Meeting investment managers for regular reviews
Gathering financial data for board meetings
Meeting with auditors following accounting year end
Agreeing detail of accounts for final draft and signing off
Annual financial review with accountants before final approval
Guidance for finance assistant when required
Overview of financial risk register
To find out more, or to discuss the role, please contact me on email@example.com.
As trustees, we share the responsibility for good governance, management and control of the Centre. All trustees play a part in financial decision-making and monitoring, to ensure the Centre has a healthy long-term future.
This highly rewarding role allows you to give back to your community by shaping the future of the Dunblane Centre.
share ideas on how we can improve and develop
champion a particular part of the Centre’s activities
act as ambassadors and champions for the Centre
The Trustee Board Chair needs the support of a Board Secretary. In summary, the Board Secretary is responsible for:
Ensuring meetings are effectively organised and minuted
Maintaining effective records and administration
Upholding the legal requirements of governing documents, charity law, company law etc (where relevant).
Communication and correspondence