Role Responsibilities

General financial oversight 

• Oversee and present budgets, accounts and financial statements to advisory board 

• Liaise with designated stakeholders about financial matters 

• Ensure that appropriate financial systems and controls are in place 

• Ensure that record-keeping and accounts meet the conditions of statutory bodies including but not limited to the fiscal sponsor  

• Ensure compliance with relevant legislation 

Funding, fundraising and sales 

• Advise on the organization's fundraising strategy 

• Develop and uphold sponsorship guidelines and relationships  

• Ensure use of funds complies with conditions set by funding bodies 

• Ensure fundraising and sales complies with relevant legislation and is bound by effective financial systems and controls 

• Ensure effective monitoring and reporting 

Financial planning and budgeting 

• Prepare and present budgets for new or ongoing work 

• Advise on financial implications of strategic and operational plans 

• Present revised financial forecasts based on actual spend 

Financial reporting 

• Present regular reports on the organization's financial position 

• Prepare accounts for audit and liaising with fiscal sponsor  

• Present accounts to the advisory board 

• Advise on the organization's reserves and spending policies 

Banking, book-keeping and record-keeping 

• Manage bank account held by the fiscal sponsor  

• Set up appropriate systems for book-keeping, payments, lodgements & petty cash 

• Ensure everyone handling money keeps proper records and documentation 

Insurance Compliance 

• Ensure compliance with terms of insurance contracts 

• Advise on levels of insurance and providers 

• Maintain insurance to the compliance of legislative and fiscal sponsor’s relationships