Trustee with finance experience
Martingale Foundation
Experienced finance professional for Advisory Board for Martingale Foundation
Expected to provide strategic guidance on treasury management and support Martingale with long-term financial modelling. The ideal candidate will also be comfortable engaging with detail, offering practical advice on management accounts, and contributing to robust financial oversight. As Martingale transitions to an independent charity, we anticipate this role evolving into that of Treasurer, with key responsibilities for year-end accounts and reporting to the Charity Commission. The role will also involve developing an investment strategy that aligns with our organisational goals and mission.
Trusteeships & Committees
Bookkeeping & Finance
Requirements: • Experience in senior finance roles • Professional finance qualification (e.g. ACA, ACCA, CIMA) • Knowledge of treasury management • Ability to convey complex financial information to non-finance stakeholders • Experience of working with a rapidly growing organisation, and building appropriate finance systems • Familiarity with grant reporting and donor compliance requirements (desirable) • Familiarity with charity accounting and SORP (desirable) Key Responsibilities: •Advise on Martingale’s budgeting, forecasting, variance analysis, and finance reporting where needed ahead of quarterly Board meetings • Provide expert advice to the Board on Martingale as a going concern, ensuring Board members without a finance background have a full and fair understanding of the Foundation’s financial status • Build organisational resilience by supporting long-term financial planning • Support Martingale in its transition to an independent charity by helping to design an investment strategy and appropriate systems and processes to ensure effective financial controls • Ensure effective monitoring and management of risk
At Martingale, our vision is that family income is never a barrier to the pursuit of excellence. Our Board has oversight of Martingale, guiding the development of strategic goals and offering valuable insight on how best to achieve them. The Board provides the CEO with a balance of support, challenge, and expertise, and supports the Foundation to advance its mission. It also ensures Martingale has strong governance, and that its reputation is safeguarded. This is an exciting time for the Foundation as we mature from a small start up to a growing organisation with national impact. We are about to launch our five year strategic plan and are looking for two new Board members to help us reach our ambition.
Four in-person Board meetings per year Quarterly check-ins with Martingale’s Head of Strategy and Operations Occasional Martingale events, including Welcome Dinner for new Scholars (October), Solve for X pitch event (July), and other partnership events
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