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A New Trustee with Financial Experience is needed. Can you help?

Fri 6th Oct, 2017
If would like to make an important contribution to the Institute in this way please read on .....

We are looking to replace a Trustee with expertise in accounting who is due to stand down at our AGM in October after four years in office. The new Trustee will be expected to contribute to the full range of Trustee duties in addition to overseeing the financial well-being, strategy and financial administration of the Institute. To that end the Trustee will be assisted by the Company Secretary. Board meetings are usually held three to four times a year in Edinburgh. None of the Trustees receive remuneration or other benefit from their work with the Institute, though reasonable expenses may be reimbursed.

See the full details of the role, skills required and contact details for applying below:

Role Description

Trustee with responsibilities for financial oversight and planning

Introduction

The Albertus Institute is a unique Scottish charitable company limited by guarantee, whose role is to facilitate public debates covering religion, science and other intellectual disciplines. Whilst the Institute has a Catholic foundation, it is ecumenical in approach and brings Christian values and perspective to the subjects that it discusses. To this end, the Institute organises public events and conferences often in partnership with universities and professional bodies. The Institute fulfils an important need in Scotland that is not met by any other organisation. It is also in a good position to enhance the public perception of the Catholic faith, and Christianity more widely, by demonstrating Catholic and Christian engagement in high-level intellectual contributions to the issues of our time.

The Institute run by a Board of Directors/Trustees that meets in Edinburgh three to four times a year. The Board is looking for a new Trustee with accounting experience to succeed a Trustee with similar expertise when he stands down at our AGM in October after four years’ service in office. None of the Trustees receive remuneration or other benefit from their work with the Institute, though reasonable expenses may be reimbursed.

The Trustee will be expected to contribute to the full range of Trustee duties in addition to overseeing the financial well-being, strategy and financial administration of the Institute. Assistance is provided by the Company Secretary and if funding becomes available by an Events and Communications Manager.

Main Responsibilities

• Monitor the financial activities of the Institute namely cash-flow, income streams and expenditure. Report this financial standing at every Board Meeting.

• Act as a counter signatory on cheques, annual accounts, applications to funders and ensure financial reports and returns comply with statutory obligations.

• Annually oversee the charity's risk flow management process, advise on reserve and investment policy and funding-raising strategies.

• Liaise with an Independent examiner and Institute staff to ensure the above are met in a timely fashion.

Person Specification

Essential

• Commitment to the objectives, aims and work of the Institute.

• Financial qualifications and experience.

• Commitment to devoting the time of a Trustee with specific responsibilities for financial oversight and management.

Desirable

• Knowledge and experience of charity finance and governance.

• A team orientated approach to problem solving, planning and management.

Time commitment

• Once formally elected on to the Board, it is expected that the Trustee will serve a minimum of at least a three year-term.

• The Board meets three to four times a year in Edinburgh. Like all other Directors, the Financial Trustee will be expected to be available (in person or on Skype).

Closing date: 5 November 2017

Interested?

Write or phone Jonathan Davey, the Company Secretary (mobile: 07484 78803; email: jcdavey34@gmail.com) if you wish to explore further. We look forward to hearing from you.

How to apply

Applications should be emailed to Jonathan Davey and include name and full contact details, CV and a supporting statement setting out your suitability for the role.