Treasurer and Director

SCOTLAND: The Big Picture
VO104083

Since its inception in 2020, SBP has grown rapidly, establishing an exciting and evolving portfolio of nature recovery projects across Scotland. Following the recent appointment of our first Chief Executive Officer, we are now seeking to recruit a new Trustee to take on the role of Treasurer.
The Treasurer will oversee the financial matters of the charity in accordance with key legal requirements and in line with best practice and good governance. Financial responsibility is shared collectively by all Trustees, but the Treasurer is the finance lead and helps the Board to fulfil its responsibilities.
The Treasurer’s key responsibilities are as follows:
● Ensuring compliance with statutory financial and reporting requirements under the Charities and Trustee Investment (Scotland) Act 2005, OSCR regulations and Companies House
● Acting as the primary liaison with the charity’s auditors, ensuring annual accounts are prepared, scrutinised and approved
● Overseeing financial policies and internal controls, including those relating to reserves, restricted/unrestricted funds and investment
● Advising the Board on the reserves policy and financial sustainability, and supporting risk management
● Supporting other Trustees to understand financial information, so that the whole Board can fulfil its financial responsibilities and make informed decisions
The Treasurer will chair the Finance Committee and will work closely with the CEO, the Head of Finance and HR, and the Head of Projects. They will ensure that financial management measures, controls and procedures such as budget-setting and monitoring are effective, and that these are appropriate for the charity.

Experience required

We are looking for candidates with qualifications and demonstrable experience as follows:
● An accountancy qualification or an equivalent level of experience and expertise in accountancy and charity finance
● Compiling of regular forecasts, annual budgets and financial plans
● Oversight of annual statutory accounts and review with the auditors
● Appraisal of the financial viability of projects, plans, proposals and other initiatives which may have financial or charitable implications
● Sound understanding of risk management particularly around financial management
● Overarching familiarity with how trusts and foundations disburse funds
● Strong presentation and communication skills, including the ability to explain financial information to other leaders

Travel expenses

This is a voluntary, unpaid role. Reasonable expenses will be reimbursed in line with SBP’s expenses policy.

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Restrictions

Minimum age: 18

Frequency & commitment

Board meetings are held on a quarterly basis (virtually, and typically in the late afternoon/evening). Trustees are also required to: o Keep up with correspondence in-between meetings o Actively engage with the Chair, the CEO, individual SBP staff and Board members, and/or external stakeholders as needed o Support off-line Board activities as and when There are also opportunities to join in-person gatherings of the Board and staff team, and to attend events such as the biennial SBP Conference. In addition to the above, the Treasurer is expected to chair the Finance Committee meetings (currently monthly, but this may change). We envisage a total time commitment of approximately 8 to 10 days a year.