The document is a job description for the position of Director of Finance & Resources at an organization called the Treasury Offices. The Director will oversee finance, archive, IT, and library operational services and ensure compliance with financial, legal, and governance requirements. Key responsibilities include strategic planning, budgeting, risk management, investment oversight, and committee administration. The ideal candidate will have senior finance experience, expertise in relevant compliance areas, and skills in communication, leadership, and committee work.

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JOB DESCRIPTION
Job Title: Director of Finance & Resources
Department: Finance & Resources
Reporting to: The Under Treasurer
Line manages: Archivist; Head of IT; Keeper of the Library; Management
Accountant; Accounts Officer; Finance & HR Officer
Location: Treasury Offices, Ashley Building, Middle Temple, London
Job Purpose: The post‐holder is responsible for providing Director‐level
oversight and co‐ordination of all Finance & Resources‐related
operational services in accordance with the goals and objectives
of the organization and adhering to best practice in terms of
financial compliance, legal, and governance requirements.
The post‐holder will play a key role in the strategic development
of relevant resources and service departments, with particular
responsibility for strategic planning and good management,
compliance and controls, operational planning, and risk
management around the Inn’s finances, other assets, and
resources, as well as measures for safe‐guarding the Inn’s tax
status.

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Key Responsibilities
STRATEGY
1. Overall control of the Inn’s Finance & Resources functions, leading teams
across four service areas: Finance, Archive, IT, and Library.
2. As a member of the Executive Management Team, playing a key role in the
formulation of future strategic business plans and annual operational
objectives and, in particular, providing the financial and resources framework
for that exercise.
3. Formulating financial targets and budgets in support of the Inn’s strategic
direction with the Under Treasurer and Chair of the Finance & Resources
Committee and taking the lead in formulating the Inn’s rolling five‐year
financial plans;
4. Providing Director‐level oversight of managers in the relevant resource areas
in relation to the development, management, and delivery of services in those
areas. Responsibility for the integration of resource‐area strategies into an
overall Finance & Resources strategy for the Inn.
FINANCE
5. Managing the Inn’s and the Trust Funds’ investment portfolios, working with
the Investment Sub‐committee and its professional advisers in the pursuit of
strategic objectives.
6. Overseeing the development of high‐quality financial reports for strategic and
business planning purposes; managing the production of accurate and timely
financial information to the highest professional standards both internally
(management accounts and forecasts) and externally (statutory accounts).
7. Leading the development, implementation, and operation of a risk
management framework across the Inn; management of the Inn’s asset
register, risk register, and support to the development and maintenance of a
business continuity plan; and ensuring that effective controls operate around

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the Inn’s financial transactions and accounting matters, including oversight of
robust financial planning, compliance, good governance, audit, and internal
controls.
8. Managing the Inn’s policies and approaches in regard to capital requirements,
debt, and taxation, paying particular attention to safe‐guard the existing tax
arrangements with HMRC.
9. Acting as the Inn’s executive point of contact with Middle Temple’s external
auditors, investment managers, and pension scheme consultants.
10. Ensuring that the regulatory requirements of all relevant statutory bodies are
met regarding the Inn’s financial affairs.
11. Development of plans and supporting training to promote a cost‐conscious
organizational culture focused on the Inn’s core purposes and value for
money.
GOVERNANCE
12. Providing executive‐level representation of Finance & Resources at the Inn’s
Executive Committee; advising on and preparing papers in relation to agenda
items within this remit.
13. Ensuring high quality management and administration of the various
committees for which the post holder is responsible, currently: ‐
a. Finance & Resources Committee;
b. Investment Sub‐committee (sub‐committee of the Finance & Resources
Committee);
c. Staff Remuneration Committee (sub‐committee of the Finance &
Resources Committee);
d. Middle Temple Trust Funds’ Trustees;
e. Middle Temple Pension & Assurance Scheme Trustees.
14. Providing Director‐level guidance to the Administrative Officer in the
management and administration of the Audit & Risk Committee (sub‐
committee of Parliament).

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OTHER MANAGEMENT
15. Carrying out the relevant managers’ personal reviews and provide support for
their personal and professional development. Addressing performance issues
if they arise.
16. As a member of the Inn’s Management Team, supporting and collaborating
closely with other managers, taking collective responsibility for the decisions
of the team, and acting as a positive role model for staff.
17. Other such duties as agreed with the Under Treasurer from time to time

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Personal Specification – Director of Finance & Resources
Essential Desirable
Qualifications CCAB professional qualification
or equivalent
Degree level education or
equivalent
Background/experience Significant experience in
finance, with at least five years
in senior management.
Proven experience of leading
organizational financial planning
and contributing to the
development of corporate
strategy.
Knowledge of risk management
techniques, including placing
and control of an insurance
portfolio;
Knowledge of charity law and
associated accounting
regulations;
Knowledge of corporation tax,
tax law affecting charities, and
VAT, particularly partial VAT
recovery schemes;
Experience of working with
Investment Managers, agreeing
strategy, and monitoring, etc.
Experience of carrying out
periodic reviews of
professional advisers,
particularly investment
managers.
Experience of working in the
not‐for‐profit sector, both
registered charities and
organizations under Royal
Charter, or similar;
Knowledge of IT issues and
the development of business
processes to exploit
available technology
Knowledge of library services
issues and the maintenance
of such services in an age of
changing technology and
user requirements
Knowledge of archive and
conservation services and
the challenges facing historic
record‐keeping
Experience of working with
committee‐structured
organizations; acting as a
committee Secretary
Skills High levels of literacy and
numeracy.
Excellent written and oral
communication skills;
Skills and experience in
Committee administration;
Ability to influence and
persuade.
Able to work with groups of
volunteers, including
commitment to attending
Committees.

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Personal qualities Providing a positive role model
for staff;
Exhibiting the highest standards
of professionalism, ethics, and
conduct in all words and
actions;
Demonstrating leadership
within and outside of the core
function for which he/she is
responsible;
Taking an active, collaborative
role in the management of the
team and assuming
responsibility for its collective
decision making;
Being fully supportive of staff,
line managers, and
management team colleagues;
Integrity, trustworthiness, and a
suitable personality for the role.
Flexibility and versatility.