THE OPPORTUNITY
The Baird Trust (& 3 other grant giving charities *) is seeking a skilled and committed accountant. This is an
important role, overseeing the charities financial operations and ensuring strong financial stewardship. You
will be responsible for bookkeeping, management and statutory accounts, budgeting, financial compliance and
reporting to the four Boards. Acting as Trust Secretary to each of the four Boards.
* The Ferguson Bequest Fund, The Renfield Street Trust and Sir J Donald Pollock’s Trust.
ABOUT THE ROLE
Purpose of the role
To oversee and manage all aspects of financial operations for The Baird Trust and three other charities, ensuring
compliance with statutory obligations and managing the financial operations of the organisations. The role
includes bookkeeping, financial reporting, budgeting and statutory accounts. Act as Secretary of the four
trusts.
KEY RESPONSIBILITIES
Bookkeeping
- Maintain accurate financial records using SAGE and EXCEL.
- Manage and classify receipts and payments and
allocate the transactions to the correct ledger accounts.
Financial management and reporting
- Produce management accounts four times a year.
- Monitor cash flow.
- Prepare annual budgets for the
Boards of Directors.
- Recording Investment transactions.
Statutory Accounting
- Prepare and finalise statutory accounts in accordance with the Charity SORP.
- Liaise with the Auditors/
Independent Examiner and ensure timely submission of the Annual Accounts to Companies House and OSCR.
Governance, compliance and advisory
- Ensure compliance with the Companies Act and Scottish Charities legislation.
- Act as Company Secretary
for relevant submissions and documentation.
Trust Secretarial duties
- Prepare agendas for Board meetings.
- Attend Board meetings and take the Minutes.
- Pay all grants
awarded.
- Manage day to day operation of the trusts and trust office and staff.
KEY RELATIONSHIPS
- Internal: Boards of Trustees and part- time Administrator.
- External: Auditors/Independent Examiner,
Companies House, OSCR, Investment Advisors, Insurance Broker.
ABOUT YOU
The ideal candidate will be a qualified accountant (CA, ACA, CIMA or equivalent experience) with strong charity
finance experience including management accounts and statutory reporting. Familiarity with Charity SORP and
regulations for non-profits and excellent working knowledge of SAGE accounting software.
Proficient in excel. Excellent attention to detail. Able to communicate financial information clearly.
Knowledge of property management.
We welcome applications from experienced professionals seeking part-time or freelance engagement.