BAPEN are seeking to appoint a Shadow Treasurer to commence in November 2021. This would be for a period of 4 months with a view to progressing to the role of Honorary Treasurer of the charity after this period for a period of 3 years.
This is a key leadership role within the charity. The role offers an enthusiastic individual the opportunity to participate in key operational and strategic decision making within the charity. The charity has seen major changes in its structure over the past 3 years and the Treasurer is now supported by the Board of Trustees to ensure effective delivery of the charity's aims by making reliable and consistent financial decisions.
It is expected that the post holder is confident in engaging internally with members of the board, secretariat, conference provider, wider membership as well as externally with individuals from other organisations including the charity's accountant and legal team.
It is expected that the postholder would be comfortable in interpreting numerical data presented within spreadsheets and transforming this to financial reports. No previous experience in a similar role is required and indeed it is recognised this is unlikely within the membership of the charity.
The post offers a unique opportunity for an interested individual to influence the provision of high quality nutritional care across the UK. The post is unremunerated.
Please see below for a full job description.
BAPEN Treasurer Job Description
The Treasurer within BAPEN is a key leadership role within the organisation. The role of the Treasurer is to monitor the financial administration of the charity and report to the board of trustees at regular intervals on its state of financial health, in line with best practice, and in compliance with the governing document and legal requirements.
The Treasurer is expected to liaise closely with Trustees, Members if the Executive team and Council and members.
It is expected that the Treasurer will:
Ensure that sufficient records are maintained to show and explain all financial transactions, in order to disclose accurately the financial position of the Association at any time
Managing the budgeting process for the annual plan
Presenting financial reports at Board meetings which give trustees an understanding of the financial position, and giving advice to trustees to support their decision-making
Ensuring all appropriate financial reports are available to members
Liaising with the independent examiner/auditor to produce the draft statutory accounts
Advising and guiding members and contactors regarding financial procedures
Following consultation with BAPEN Council, recommending the annual subscription fees to the Board of Trustees as part of the budget approval process
Trustee of BAPEN
- All Trustees are provided with a Trustee induction pack with links to relevant documents on the Charity Commission website and information about BAPEN.
- Trustees are provided with Indemnity Insurance
- BAPEN Office sends the accounts spreadsheet once a month for review
- BAPEN Office keeps the Treasurer updated on conference finances and on finances related to regional meetings and any other BAPEN activities
- BAPEN Office liaises with accountant to produce final accounts annually (calendar year Jan-Dec) and organises for these to be audited
Authorising invoices and expense claims
- BAPEN Office sends all invoices and expense claims to the Treasurer once a month for authorisation (electronically)
- Co-signatory for BAPEN bank accounts
Maximising income from sponsorship and other activities
- The Treasurer is expected to take a lead role in seeking sponsorship from industry and reviewing the sponsorship packages offered to industry, working alongside the Executive team member identified as Industry Liaison Lead
- The Treasurer will also take the lead on decisions about conference and meetings fees and membership costs
- Regular review of BAPEN savings to ensure maximising returns whilst ensuring financial security
- The Treasurer is the nominated signatory on ‘MUST’ licences
Attending Board of Trustee, Executive, Council and Industry Liaison meetings
- BAPEN Board of Trustee meetings take place monthly via teleconference (1 hour)
- BAPEN Executive meets monthly teleconference meetings (1 hour) and 3 times per year in person (these meetings are usually timed to coincide with Council meetings / think tank / other meetings with Faculty, Core Groups etc.) Hence may take 1-2 days.
- BAPEN Council meeting take place three times a year, one meeting is usually timed to coincide with the Annual Conference
- Industry liaison meetings at least twice per year (1 hour each)
- All Executive Officers are expected to attend the BAPEN Annual Conference
- For Board of Trustee
- BAPEN Executive and Council
- For AGM
- For BAPEN Annual Report
- For Annual Submission of accounts to Charity Commission
- Written communications
- Website and elearning
- NHS England IF Registry (via BANS chair)
- BANS database (via BANS chair)
Policies and Procedures review
- BAPEN Reserves Policy
- BAPEN Expenses Policy
- BAPEN Information Systems Security Policy
- The Treasurer is registered as the Caldicott Guardian for BAPEN