Trustee/ Finance + Fundraising Chair

What will you be doing?

• Review and have oversight of the financial model that underpins the strategy for each of the two charities.  
• To review and recommend the annual financial plan and budget for each of the two charities for the approval of the Board of Trustees.
• To ensure that the Board of Trustees receives accurate annual Report and Accounts.
• To review monthly Management Accounts for each of the two charities, and reforecasts, against budget and report on such to the Board of Trustees at quarterly Board meetings. 
• To review each of the charity’s financial policies and procedures. 

• To review and have oversight of the development and implementation of the each of 

  the two charities’ fundraising and supporter engagement strategy and plan. 

• To receive regular reports on progress towards the fundraising target at committee meetings and as and when required. 
• To ensure that there are in place for the two charities appropriate safeguards, policies and procedures regarding financial risks including investments and fundraising. 
• Manage relationship with external auditors.
• To act as Chair of the Finance and Fundraising Committee.
• To provide guidance and support to the Director of Finance and Governance and the Group Director of Fundraising.

Principal responsibilities of the finance Trustee and Chair of the Finance and Fundraising Committee:

• Review and have oversight of the financial model that underpins the strategy for each of the two charities.  
• To review and recommend the annual financial plan and budget for each of the two charities for the approval of the Board of Trustees.
• To ensure that the Board of Trustees receives accurate annual Report and Accounts.
• To review monthly Management Accounts for each of the two charities, and reforecasts, against budget and report on such to the Board of Trustees at quarterly Board meetings. 
• To review each of the charity’s financial policies and procedures. 

• To review and have oversight of the development and implementation of the each of 

  the two charities’ fundraising and supporter engagement strategy and plan. 

• To receive regular reports on progress towards the fundraising target at committee meetings and as and when required. 
• To ensure that there are in place for the two charities appropriate safeguards, policies and procedures regarding financial risks including investments and fundraising. 
• Manage relationship with external auditors.
• To act as Chair of the Finance and Fundraising Committee.
• To provide guidance and support to the Director of Finance and Governance and the Group Director of Fundraising.

What are we looking for?

TRUSTEE PERSON SPECIFICATION

• Committed to the Helen Bamber Foundation’s and Asylum Aid’s vision, purpose and values and able to act in a manner consistent with these.
• Able to work constructively as part of a small team.
• Able to think strategically and have sound independent judgement.
• Open minded with a strong commitment to equality, diversity and inclusion and committed to shifting power to people with lived experience and upholding anti-racist practice at all levels.

ADDITIONAL FINANCE TRUSTEE PERSON SPECIFICATION

• Financial expertise gained whilst working as a finance director and/or a qualified senior financial expert (ACA or equivalent).
• A proven record of significant achievement as finance director in the private, public or voluntary sector, or as a partner of a large audit/accountancy firm.
• Experience in treasury, risk and reserves management, audit and other corporate governance responsibilities.
• Experience of operating within a Board in a charitable, public sector or commercial organisation (desirable).

We value and recognise the powerful insight that lived experience will bring to our Board of Trustees. However, we respect that people’s identity is not defined by their lived experience and we do not expect people to describe their lived experience at any stage during this recruitment process or if appointed as trustee of Helen Bamber Foundation and Asylum Aid.

What difference will you make?

This is an exciting time for the Helen Bamber Foundation Group (which comprises Helen Bamber Foundation and Asylum Aid) as we continue to grow our impact and strengthen our services for survivors of torture, trafficking, and human cruelty and those seeking protection. Our work is more crucial than ever, as we advocate for vulnerable individuals within a challenging and evolving global landscape. 

This year, we are looking to recruit a Trustee and Chair of the Finance and Fundraising Committee to replace the current position holder who is retiring from the role. This role is a key member of both Boards of Trustees, providing oversight of both charities’ financial health and helping ensure strong financial governance of the Group. Working closely with the CEO of Helen Bamber Foundation Group, the Executive Director of Asylum Aid, the Director of Finance and Governance and both Boards, this trustee will support strategic decision-making by ensuring that trustees have clear and accurate financial information and that the Group operates with robust financial controls. The role  plays an important role in helping the Boards balance ambition and growth with responsible financial stewardship.

As a Trustee you will be part of a small team of volunteers who are collectively responsible for developing and guiding the strategic direction of the Group and steering the long-term stability. You’ll also chair the Finance and Fundraising Sub-Committee, which serves both Helen Bamber Foundation and Asylum Aid. 

Additional information

You can download the following documents:

Before you apply

If you would like to apply for the role of trustee and Chair of the Finance and Fundraising Committee, please submit your CV and a short statement. 

Your statement should then address the following three questions:

1. What is the main thing that interests you about applying for the role of trustee and Chair of the Finance and Fundraising Committee? 
2. What is the particular skill (or skills) you have that you feel would be beneficial to this role? Please relate your answers to (1) and (2) to the information in this pack about Helen Bamber Foundation and Asylum Aid and the skills we are looking for. 
3. Do you have any previous experience of working with a charity board in particular or supporting a charity in general? If you do, please let us know what this was.

The questions can be responded to in one of four different ways:  

1. Written A4 (No more than 2 sides of A4) 
2. PowerPoint (No more than 3 slides) 
3. Audio recording (No more than 5 mins) 
4. Video Recording (No more than 5 mins) 

Please apply via either the Helen Bamber Foundation or Asylum Aid website along with your CV and statement by 10am on Thursday 9th July