Position Description
The role
Skills and experience sought
We are looking for a trustee with strong financial skills who can help support the Board in overseeing the charity’s financial sustainability during an important period for the organisation.
Essential
- Senior-level finance experience, ideally with a recognised financial qualification such as ACA, ACCA, CIMA or equivalent
- Strong understanding of financial oversight, budgeting, cash flow, forecasting and financial controls
- Experience of reviewing management accounts and helping non-financial colleagues understand key issues and risks
- Ability to support the Board in assessing financial sustainability, reserves, cost pressures and longer-term planning
- Good judgement, independence of thought and the confidence to provide constructive challenge
- Ability to work strategically while also understanding operational realities
- Commitment to the mission, values and governance responsibilities of a charity trustee
Desirable
- Previous trustee, non-executive or board experience
- Experience in the charity, health, social care or care home sector
- Experience of organisations managing occupancy, fee income, staffing pressures and tight cost control
- Familiarity with charity finance, restricted funds, reserves policy and audit or independent examination processes
- Experience supporting organisations through periods of change, recovery or performance improvement
Personal qualities
- Collaborative and supportive approach
- Pragmatic, calm and solutions-focused
- Able to build effective relationships with fellow trustees and senior staff
- Willing to contribute actively beyond formal meetings where appropriate
- Commitment to high standards of governance, integrity and accountability