Recruitment Information Pack
Welsh Women’s Aid Trustees

Treasurer role description

Remuneration:
The role of Treasurer is not accompanied by any financial remuneration, although expenses for
travel may be claimed.

Location:
Wales (meetings based in Cardiff, online attendance can be arranged).

Time commitment: 4 Board meetings per year, plus being Chair of the Audit subgroup (4
meetings per year).

Reporting to:
Board of Trustees

Role description (in addition to that of a Trustee):
The Treasurer will oversee the financial matters of the charity in line with good practice and in
accordance with the governing document and legal requirements, and report to the Board of
Trustees at regular intervals about the financial health of the organisation. The Treasurer will
ensure that effective financial measures, controls and procedures are put in place, and are
appropriate for the charity.

Principal responsibilities:

•  Overseeing, approving and presenting budgets, accounts, financial statements
and financial reports to the Board of Trustees after discussion with the Chief
Executive.

•  Being assured that the financial resources of the organisation meet its present

and future needs and are within the charity’s objectives.

•  Being instrumental in the development and implementation of appropriate

financial, reserves policy and investment policies.

Pendragon House, Caxton Place  |  Pentwyn, Cardiff  |  CF23 8XE
Tel: 02920 541551
info@welshwomensaid.org.uk  |  www.welshwomensaid.org.uk

Welsh Women’s Aid is a registered charity in England and Wales, No. 1140962
and a company limited by guarantee registered in England and Wales, No. 07483469

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Main duties:

•  Liaising with the Chief Executive about financial matters.
•  Ensuring that appropriate accounting procedures and controls are in place.
•  Advising on the financial implications of the organisation's strategic plans.
•  Attending and working closely with the finance committee.
•  Liaising with the charity’s auditors where appropriate.
•  Liaising with the Chief Executive to ensure that the charities annual accounts are compliant

with the current Charities SORP.

•  Ensuring equipment and assets are adequately maintained and insured.
•  Keeping the board informed about its financial duties and responsibilities.
•  Contributing to the fundraising strategy of the organisation.
•  Making a formal presentation of the accounts at the annual general meeting and drawing

attention to important points in a coherent and easily understandable way.

•  Sitting on appraisal, recruitment and disciplinary panels as required.

As well as the various statutory duties, any trustee should make full use of any specific skills,
knowledge or experience to help the board make good decisions.

The above list of duties is indicative only and not exhaustive. The Treasurer will be expected to
perform all such additional duties as are reasonably commensurate with the role.

Treasurer person specification

The Board of Trustees are jointly and severally responsible for the overall governance and strategic
direction of the charity, its financial health, the probity of its activities and developing the
organisation’s aims, objectives and goals in accordance with the governing document, legal and
regulatory guidelines.

All trustees should also be aware of, and understand, their individual and collective
responsibilities, and should not be overly reliant on one or more individual trustees in any
particular aspect of the governance of the charity.

Experience:

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Pendragon House, Caxton Place  |  Pentwyn, Cardiff  |  CF23 8XE
Tel: 02920 541551
info@welshwomensaid.org.uk  |  www.welshwomensaid.org.uk

Welsh Women’s Aid is a registered charity in England and Wales, No. 1140962
and a company limited by guarantee registered in England and Wales, No. 07483469

•  Successful experience of operating within a board in a charitable, public sector or

commercial organisation.

•  Demonstrable experience of building and sustaining relationships with key stakeholders

and colleagues to achieve organisational objectives.

•  A proven track record of sound judgement and effective decision making.
•  A history of impartiality, fairness and the ability to respect confidences.
•  A track record of commitment to promoting equality and diversity.

Knowledge, skills and understanding:

•  Commitment to the organisation and a willingness to devote the necessary time and effort.
•  Preparedness to make unpopular recommendations to the board, and a willingness to

speak their mind.

•  Willingness to be available to staff for advice and enquiries on an ad hoc basis.
•  Good, independent judgement and strategic vision.
•  An understanding and acceptance of the legal duties, responsibilities, and liabilities of

trusteeship.

•  An ability to work effectively as a member of a team.
•  An understanding of the respective roles of the Chair, Trustees and Chief Executive.

Terms:
The Treasurer will serve a three-year term to be eligible for re-appointment for one additional 3- year
term.

Pendragon House, Caxton Place  |  Pentwyn, Cardiff  |  CF23 8XE
Tel: 02920 541551
info@welshwomensaid.org.uk  |  www.welshwomensaid.org.uk

Welsh Women’s Aid is a registered charity in England and Wales, No. 1140962
and a company limited by guarantee registered in England and Wales, No. 07483469

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