Board Of Trustees Treasurer Volunteer Roles

About We Are Family 

We Are Family is an extraordinary peer support community for adopters and prospective adopters. We’re there for parents throughout their adoption journey. Online and in person, our parents’ groups, events, resources, podcasts and talks offer mutual support, information and inspiration to adopters and those considering adoption. We currently operate across Greater London and the Home Counties, with ambitions to scale nationally over the coming years. 

You can find out more about us here. 

The Role

We are looking for new trustees to strengthen and enhance our board. The key responsibilities of the role include, governance, overseeing policy and direction, financial oversight and assisting with the leadership and general promotion of We Are Family to support the organisation’s Vision, Mission, Values and needs.

This is a voluntary opportunity with associated Trustee expenses -  such as travel / childcare -  covered by We Are Family.  Trustees can be based anywhere in the UK. 

Commitment

Trustee capacity to devote the time needed for the following is essential:

• 4 Board meetings per year

• 2 Board away days per year (on a Saturday)

• Membership of at least one sub-committee (which also meet 4 times a year)

We estimate 8-10 hours for the charity per month. The duration of membership for a new Board member is for three years in the first instance, with the possibility of appointment for a further three year term.

Skills and Experience 

All applicants should be able to demonstrate the following:

• Be able to show high levels of professionalism and an ability to work collaboratively with others, including Trustees, our core team and the wider Volunteer network at We Are Family

• Be well-organised, with good written and verbal communication skills.

• Previous board/trustee experience is not necessary and we welcome applications from all ages and backgrounds. A thorough induction, and further trustee training as appropriate, can be provided. 

We are particularly interested candidates with the following experience:

• Working as a professional with or in the adoption sector,

• Advocacy and/or research work;

• Finance/charity finance

• Leadership within a charity

• Education 

• Legal.

Although many of our current trustees are adopters themselves, we are also keen to recruit suitably qualified people who are not, but who can demonstrate a commitment to the values and mission of We Are Family.

One of the great strengths of We Are Family is that we are volunteer and member driven, and we represent a diverse community of adoptive parents. We particularly welcome trustees from Black, Asian and minority ethnic backgrounds to ensure that the board can benefit from this diversity of experience. We would also welcome single adopters to the board. 

To Apply 

If the opportunity to join an exciting, rapidly growing charity appeals to you as someone able to make a valuable contribution, please get in touch!

Refer to our job ad for the Applications email address and email our team. If you would like an informal conversation about the opportunity, please let us know.

Please note that applications are received and reviewed on an ongoing basis, therefore an early application is advised.

Balance (Support) CIO is creative and innovative charity providing a range of support services to people with learning disabilities and enduring mental health needs living in the boroughs of Kingston, Richmond, Wandsworth Kensington and Chelsea and Westminster.

We are seeking a new Treasurer who can build on the already considerable work the charity has undertaken to assert the independence, skills and abilities of people who are too often marginalised and forgotten by their wider communities. You will have considerable experience in a finance and accounting role, as willingness to get to grips with the financial governance obligations of a charity and drive the charity financial sustainability in a measured and assured manner.

WK Foundation cares deeply about providing opportunities for young adults from low income contexts through practical skills & work ready training and job opportunities. WKF is a recently registered charity in South London, seeking to add trustees to their board to add skills & bring diverse voices that will best represernt our young adults. Our work is dedicated to reconnecting low income urban communities with sustainable food pathways, with the aim of breaking the cycles of poverty that are perpetuated by dysfunctional food systems. The board are particularly interested in candidates who identify as Black Caribbean or have mixed racial backgrounds, such as mixed race Black Caribbean/White or Pakistani/White British.

Our board is female led (Chair & CEO are female), and consists of a clinical phschologist, social entrepreneur, trained counsellor & HR practicioner, and regenerative food specialist. We are a friendly but professional bunch who start meetings with a moment of reflection and prayer, record excellent minutes and work through a pre-agreed agenda and schedule. We are big on creating a culture that combines support and listening with action, accountability and forward movement and our vibe is positive, and inclusive. 

We are currently re-developing Nourish, our holistic hospitality training programme, for an October 2025 launch. Nourish provides hands on skills training, work experience and employment opportunities, as well as employment progression and support for young adults from low income context facing disadvantages. We work with young adults for up to 12 months.

Our work is underpinned by our regenerative food practises and is run in accordance with our Christian faith values & principles. 

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If you have experience working, volunteering or living in community settings similar to those experienced by our trainees, and/ or experience in organising, training, mentoring, finance or you have legal experitse then we would love to hear from you.

Previous board experience is not a requirement, nor is any level of seniority in any given industry – WK
Foundation hopes to benefit from the insights of Trustees from all walks of life.

We are committed to building a diverse team, and seek to be representative of those we are supporting, so we
would especially like to hear from applicants who are from minority groups in the UK. We also recognise the
importance of lived experience in all roles within our organisation, and therefore welcome applications from those with lived experience of disadvantage.

Given the requirements of this role and WK Foundation Limited’s objectives and purpose as set out in its Articles of Association, it is a genuine occupational requirement under the Equality Act 2010 that the applicant for this role actively supports the Christian faith.

Kangaroos is entering a phase of strategic development; we want to serve all of our community who wish to access our services.We are looking for a Treasurer to join our team to support this development.

Kangaroos is a registered charity, based in mid Sussex, providing a range of fun, social and recreational activities, clubs and outings in the local community for children, teenagers and adults with severe learning disabilities, additional physical, sensory and medical needs and extreme behavioural difficulties. We provide a lifelong service - our oldest member is 43!

We believe that people living with a learning and/or physical disability or a long-term illness should have the same choices, quality of life opportunities and aspirations as others. We are the only non-specialist regular provider for children and adults with complex needs in mid-Sussex.

The treasurer will oversee the monitoring of the organisation’s finances on behalf of the whole board of trustees, to report regularly on them to the board, and to make sure that money and property are properly managed.

We have 4 board meetings a year plus a strategic away day. The CEO is supported by a part time Finance Director and so the Treasurer's role is to provide oversight and leadership and take the lead on advising the Board of their financial responsibility.

This is an exciting time to be joining Kangaroos to help shape the future strategy.

We are seeking to recruit a new Treasurer on the Board of Trustees for S.A.L.V.E. International with a minimum commitment of 8-12 hours per month (which can be evening and weekends) based in the UK.

S.A.L.V.E. International is a small International Development charity registered in the UK and Uganda. Our ethos is “Support And Love Via Education”. We support children living and working on the streets of Uganda to have a brighter future.

At S.A.L.V.E. we believe:

- No young person should have to live or work on the streets

- Young people who have lived and worked on the streets deserve the chance to fulfil their potential

- Young people on the streets should have trustworthy, supportive adults around them

With the generous help of our supporters, S.A.L.V.E. works with children on the streets of Jinja, Uganda, so they have the opportunity to leave their difficult pasts behind them and move forward, towards a brighter future.

We have Drop in Centres and Street Outreach services for children currently living on the streets. We offer short-term residential care in our Halfway Homes or Drug Rehabilitation Centre to help a child to transition off the streets, and follow up care and support for when a child has been resettled home to their family. We also offer educational support, or business skills training where assessed to be needed to help a child to settle home successfully. 

What does the Board Treasurer role involve?

You will join our Board of Trustees in the UK and work alongside our CEO, Chair, staff teams and Ugandan board, to help S.A.L.V.E. International to thrive and increase our impact.

The term of office for our board is four years (which is renewable) – however it is possible for someone to step down, resign or take a sabbatical within this time period, should your circumstances change.

Practically the role will involve:

● 8 to 12 hours a month.

● Attending 4 board meetings per year (these are on a weekend in the daytime. The dates are set at the start of each year and they will normally consist of three virtual half day meetings and one face to face whole day meeting per year).

● Our board has 3 committees that meet virtually once per quarter between board meetings. These are Finance, HR and Governance and Fundraising and Communications. As treasurer you would chair the Finance committee, with the option to join any other committee alongside this if you wish and are able to.

● Responding to emails (where relevant), liaising with the CEO, Chair and other board members as needed, and championing any areas of S.A.L.V.E.’s work in which your knowledge, skills, experience and time available allow.

We also believe that it is highly beneficial for board members to visit the programme in Uganda at least once every four years to understand the work in greater depth, share their skills and to meet with team members and service users. Assistance towards your flight costs may be available, based on an application from the trustee.

Treasurer specific responsibilities:

As treasurer of the board you would also be responsible for:

• Ensuring the charity maintains proper accounts by overseeing and providing guidance to the staff members who do the day to day bookkeeping work.

• Reviewing the charity’s financial performance.

• Reviewing and presenting financial reports to the board in a clear format to help the board understand the charity’s financial position.

• Advising the board on how best to carry out its financial responsibilities.

• Liaising with professional advisors, S.A.L.V.E. staff and with the charity’s independent examiner/ auditors as needed.

• Overseeing the internal audit of our annual accounts.

• Reviewing policies for finance, security of assets and investment.

• Ensuring that the charity has robust and effective financial controls in place.

Essential skills for the treasurer:

• Have experience in finance/accounting. You might hold one of the following financial qualifications: ACA - Chartered Accountant, ACCA /CACA - Certified Accountant, CIMA - Chartered Management Accountant, or CIPFA.

• Have proven experience in communicating well with different stakeholders.

• Have the ability to review and develop strategies, policies, procedures and systems to ensure that S.A.L.V.E. is following good practice in line with the UK Charity Commission.

• Be solution focused and creative in their ability to approach problems.

Other desirable (but not essential) skills:

• Have experience of successfully working internationally and/ or with people from different cultural backgrounds.

• Have experience of using XERO software.

• Have previous experience within the charity sector and be able to evidence their enthusiasm and dedication.

• To encourage diversity on our Board we would especially welcome applicants who are originally from Uganda or have strong ties to Uganda, but are now based in the UK.

How to apply: Please email a copy of your CV and a 1 page cover letter explaining why you are interested in the role, highlighting how you meet the requirements and any key skills or experience you would bring to the role. Please also specify in your cover letter if you would be interested in being considered for being a general trustee if you were not selected for the role of treasurer.

Closing Date: 5pm, Monday 5th August 2024

 Interview dates: Likely to be week commencing 12th August 2024

Chair and Treasurer - The Baked Bean Charity

The Baked Bean Charity is a vibrant, thriving, and exciting service for people with learning disabilities. The charity’s unique offering includes performance-based services such as Dance, Drama, Choir and DJing, sporting services such as Zumba and boxing, and social activities such as club nights and holidays.

The Neuroblastoma UK Board of Trustees is seeking a Treasurer.  This role is vital in ensuring best practice and excellent record keeping across our financial and fundraising activities.  It involves working closely with the rest of the board of between 8 and 12 Trustees to ensure the board has clarity on our financial position and availability of funds for our research grants.  It also involves working closely with our small team of smart and passionate employees who work to drive vital income to the charity.

Neuroblastoma UK has a clear strategy, and that our work and goals are in line with our vision. The Trustees are the ‘guardians of purpose’, making sure that all decisions put the needs of our beneficiaries first. The Trustees have independent control over, and legal responsibility for, the Charity’s management and administration

The role of the Treasurer

• To oversee and present budgets, accounts and financial statements to the Board
• To ensure the financial resources of the Charity meet its present and future needs
• To ensure appropriate accounting procedures and controls are in place
• To advise on the financial implication of the Charity’s strategic plan
• To lead the Board on investment strategy and to monitor and ensure that it is consistent with the Charity’s policies and legal responsibilities
• To ensure that accounts are prepared in accordance with the relevant statutory bodies i.e the Charity Commission, Registrar of Companies
• To keep the Board informed about its financial duties and responsibilities
• Liaise and manage our volunteer bookkeeper
• To help streamline our digital resources and Gift Aid reclaims

What we are looking for

• An individual with integrity, passion and strategic vision
• A commitment to the Charity – minimum requirement 3 years term of office
• Good, independent judgement and a willingness to speak their mind
• Accountancy and financial skills are a requirement, as well as experience using digital resources
• An understanding and acceptance of the legal duties and responsibilities of a Trusteeship

The Charity holds 4 board meetings a year, with each lasting approx. 2.5 hrs, plus preparation time. Average of 4- 6 hours per month in addition for ongoing communications and decision making. As a Board member and therefore an ambassador of the Charity there will be fundraising and research events which we hope you show a willingness to attend, subject to your availability.

We are excited to announce that we are recruiting new trustee members to join our current Trustee Board! We are on the lookout for passionate individuals to fill two vital roles. First, we're introducing a brand-new position: Treasurer, who will take the helm of our financial oversight. Secondly, we need a visionary Trustee to champion our fundraising initiatives and propel our missions forward.

Our current Board consists of 4 trustees responsible for the organisation. We are now looking for new board members who want to see Skaped expand its ambitious plans for the future. We're particularly eager to hear from candidates with a robust background in fundraising, business development, finance, and /or accounting, especially within the non-profit sector. If you share our values and commitment to Skaped's growth, we want to hear from you!

Skaped is a small Artivist charity based in East London. We work with young people in East London to educate them about community building and human rights through the creative arts. We are currently governed by our Board of Trustees, who hold overall responsibilities of the organisation. 

We are currently looking for at least two new board members who share our values and commitment to Skaped's growth interested in being a board member and a treasurer. We are striving to be unconventional, creating an organisation that prioritises care and acceptance both within our activism and general workspace. We aim to be prominent as a diverse and inclusive organisation. We strongly encourage applications from people of all backgrounds, faiths, races, gender identities, sexual orientations, economic circumstances, marginalised communities and backgrounds, and those from disabled communities.

As a member of the Skaped Board, you will be expected to champion the Skaped values and support our senior team leaders as we begin the next chapter of our journey.

Job Responsibilities

- A trustee must comply with he charity's governing document and the law

- Support the development and provide support for the co-directors in the running of SKAPED

- Review and approve the organisation's annual and financial report

- Keep accurate records and provide periodic accounting to the beneficiaries

Job Requirements

- Experience working in the charity sector/start-up enterprise/ community organisations and/or grassroots organisations

- Experience working in the HR sector, dealing with legal and organisational topics and/or

- Experience of social entrepreneurship or business planning with a passion for social change.

- An understanding of working with a founder who is still involved in the organisation's delivery.

- Commitment to Skaped policies and procedures.

- Understands the value of art and how this can lead to community and societal change

- Who possesses a good understanding of working with young people, especially in deprived areas

- Skaped is a women-led organisation, so we're looking for someone who has a strong commitment to supporting and championing the Skaped community of women: (by women, we mean anyone who ever self-identifies as such, be they cis, trans, non-binary, or gender fluid!)

For more details about the recruitment packs and the application form, please follow the link to our website below.

Hope St Mellons are a grass-roots community development organisation. We're working together for a safe, connected, thriving community. We're looking for a Treasurer to join our Trustee board. Our day-to-day financial management is overseen by our staff team but we're looking for someone who can take a lead in overseeing strong financial controls and governance on our board. Do you have experience supporting the financial management of small charities? Interested in community development? Please get in touch for an information pack.

The overall role of a treasurer is to:

• Maintain an overview of the organisation's affairs
• Ensuring its financial viability
• Ensuring that proper financial records and procedures are maintained.

In small charities without paid staff the treasurer may take a greater role in the day-to-day finances of the organisation.

General responsibilities

• To ensure that the organisation complies with its governing document, community interest company law, and any other relevant legislation or regulations.
• To ensure that the organisation pursues its objects as defined in its governing document.
• To ensure the organisation applies its resources exclusively in pursuance of its objects (the community interest company must not spend money on activities which are not included in its own objects, no matter how worthwhile or charitable those activities are).
• To contribute actively to the board of trustees' role in giving firm strategic direction to the organisation, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets.
• To safeguard the good name and values of the organisation.
• To ensure the effective and efficient administration of the organisation.
• To ensure the financial stability of the organisation.
• To protect and manage the property of the community interest company and to ensure the proper investment of the community interest company's funds.
• If the community interest company employs staff, to appoint the chief executive officer and monitor his/her performance.

In addition to the above statutory duties, each board member should use any specific skills, knowledge or experience they have to help the management team reach sound decisions. This may involve:

• Scrutinising board papers
• Leading discussions
• Focusing on key issues
• Providing guidance on new initiatives
• Other issues in which the trustee has special expertise

Additional duties of the treasurer

• Overseeing, approving and presenting budgets, accounts and financial statements
• Being assured that the financial resources of the organisation meet its present and future needs
• Ensuring that the community interest company has an appropriate reserves policy
• The preparation and presentation of financial reports to the board
• Ensuring that appropriate accounting procedures and controls are in place
• Liaising with any paid staff and volunteers about financial matters
• Advising on the financial implications of the organisation's strategic plans
• Ensuring that the community interest company has an appropriate investment policy
• Ensuring that there is no conflict between any investment held and the aims and objects of the community interest company
• Monitoring the organisation's investment activity and ensuring its consistency with the organisation's policies and legal responsibilities
• Ensuring the organisation's compliance with legislation
• Ensuring equipment and assets are adequately maintained and insured
• Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. The cic regulator and/or the registrar of companies
• If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented
• Keeping the board informed about its financial duties and responsibilities
• Contributing to the fundraising strategy of the organisation
• Making a formal presentation of the accounts at the annual general meeting and drawing attention to important points in a coherent and easily understandable way
• Sitting on appraisal, recruitment and disciplinary panels as required

Treasurer person specification

• Commitment to the organisation
• Willingness to devote the necessary time and effort
• Strategic vision
• Good, independent judgement
• Ability to think creatively
• Willingness to speak their mind
• Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
• Ability to work effectively as a member of a team

Nolan's seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership

• Financial qualifications and experience
• Some experience of charity finance, fundraising and pension schemes
• The skills to analyse proposals and examine their financial consequences
• Preparedness to make unpopular recommendations to the board
• Willingness to be available to staff for advice and enquiries on an ad hoc basis

About the organisation

One Place London is located in West London and is a community interest company engaged in Acting for Film and Music Recording workshops for young people aged 14-25, unemployed or at risk of getting involved in crime. 

Overview of the role:

Great Yarmouth Pathway is a transforming place of light, love & engagement for the community of Great Yarmouth supporting those in need. We are seeking to recruit Trustees with an interest in helping others, who are willing to uphold our values, and who can bring life experience to the board of trustees. Trustees have collective responsibility for the governance of the organisation and for all decisions made by the Board. They set the strategic direction for the organisation, ensuring alignment to our values, are responsible for setting organisational policy, and ensure that strong relationships are maintained between the Trustees, Managers & Volunteers.

Key tasks:                                

• Manage the charity’s resources responsibly, including ensuring the charity’s assets are used only to carry out its purpose, avoid undue risk and not over-commit the charity.
• Ensure the board regularly reviews its structures, roles, relationship to staff and implementing changes if and when necessary.
• Develop a long-term strategy for the food bank with clear objectives which can be monitored and adapted.
• Work alongside the Treasurer and the board to ensure the charity’s financial dealings are systematically accounted for and on time, independently examined (on income over £25k) and made publicly available when necessary.
• Ensure the charity is accountable, actively complying with statutory accounting and reporting requirements and the law.
• Ensure appropriate financial plans are in place for future budget allocations as well as looking after contractual agreements with external partners that award money for core costs and additional projects.
• Help promote the charity to a wide audience of potential funders and beneficiaries and community stakeholders.
• Ensure the charity and foodbank has appropriate procedures to: comply with current legislation and good practice; including employment, health and safety, equal opportunities, safeguarding & GDPR compliance/data protection etc.
• Act with reasonable care and skill, giving your time, thought and energy to your role.
• Prepare for and regularly attend and participate in board and subcommittee meetings and any trustee away days.
• Provide ad hoc support to the staff team and volunteers from time to time.
• Act at all times in accordance with the foodbank’s trustee code of conduct.
• Ensure the principles of equity, equality, diversity and inclusion are embedded in Yarmouth and Magdalen Foodbank and help deliver public benefit.

Trustees may also undertake additional work for the charity between meetings subject to their availability and skill set. 

Introduction

CRRC is a registered charity with the primary object of supporting refugees and displaced persons in Cambridge and Cambridgeshire. The charity is lead by the Board of Trustees of which the Treasurer is an ex-officio member. (S)he is subject to the decisions of the Board.

The role

The Treasurer will hold the CRRC’s Trustees to account for the Charity’s finances and vision, maintain financial control and ensure we comply with our legal responsibilities as a Registered Charity. The Treasurer will work with all members of the team to ensure that there is a transparent and clear financial process. As Treasurer to the Charity, you will also become a Trustee. Trustees are expected to understand and accept the legal duties, responsibilities and liabilities of trusteeship and understand their role as a Trustee.

The role is mainly online with occasional in person meetings in Cambridge. The expected hours will vary between 2 to 6 hours per week with a flexible working arrangement. The position is unpaid. Expenses incurred in undertaking the role will be reimbursed.

A competent treasurer or part-qualified bookkeeper or accountant would be ideal. Experience in the charity field is desirable but not essential.

Our bank is the Co-operative Bank. There is no branch in Cambridge, so all transactions are electronic or by post.

The duties of the Treasurer

1. Budgets The Treasurer co-ordinates the production of an annual budget, in conjunction with Group leaders. Details are kept on excel spreadsheets.
2. Financial Reports will be presented to the Board every quarter, setting out the income, expenditure and balance against budget at the end of each quarter. In addition to providing the Board with an overview of the financial position of CRRC, these reports should help the Board to understand trends and pressures and help the Board to understand how CRRC is using funds to support its objective.
3. Financial records These are now only kept electronically, using excel spreadsheets. The existing spreadsheets have been set up by the present Treasurer, but could be modified if improvements are considered advantageous.
4. Receipts are from various sources, as standing orders, bank transfers, cheques and through Kindlink, Paypal, CAF and payroll deductions. Cash is rarely used.
5. Gift Aid The treasurer is responsible for making claims for Gift Aid and for keeping Gift Aid forms.
6. Payments All payments must have signed off by a Trustee responsible for the budget heading. The vast majority are by bank transfer. Claims for payment are made on an electronic form to the Treasurer, who then sets up a bank transfer which is forwarded to the signatories for approval. This gives final authorisation for the bank transfer to take place. The Treasurer must check that the form is correctly filled in and the payment requested is in line with relevant e-mails and overall CRRC policy. A bank card is used for a limited number of specific payments. The number of payments varies each month. In 2022-23 there were 270 payments across the year.
7. Restricted and designated funds In addition to the main CRRC fund, there are currently 3 restricted/designated funds. These funds use the same bank account, but its transactions are recorded separately.
8. Annual accounts The Treasurer is responsible for producing annual accounts after the end of the financial year, which runs from 1 July to 30 June. These are then presented in draft to the Board before being submitted to an Independent Examiner. The Treasurer then passes the approved annual account summary to the relevant Trustee for submission to the Charity Commission (Annual report and financial accounts 2022.)
9. Financial policy and Procedures This document gives in more detail the above information.
10. Supporting volunteers The Treasurer is also responsible for informing volunteers about the process for payments, including through relevant updates to process documents, and may be required from time to time to contribute to updated guidance for volunteers.

Additional notes

The current treasurer will be training the new treasurer and will remain available to support the new treasurer. The main reason for the stepping back of the current treasurer is to make time for the current treasurer to drive and oversee important changes and adaptations to facilitate the financial management of CRRC and to be more closely involved in the overall governance of our charity.

CRRC intends to adopt a digital payments system in 2024-25, in order to streamline the payment process for CRRC’s volunteers, budget approvers, bank signatories, and for the Treasurer. CRRC is also exploring changing the bank account.

It is possible that the number of restricted/designated bank accounts may be reduced.

How to apply

Please provide your CV including the names and contact details of two references, along with a covering letter stating why you wish to work for the organisation, how your skills would add value to the board and any other relevant information.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.

Citizens Advice Birmingham is a local charity dedicated to serving the people of Birmingham by providing them with advice and information on a wide range of subjects. 

Citizens Advice Birmingham is seeking a financially qualified and/or experienced volunteer to join our Trustee Board as Honorary Treasurer.

What will you be doing?

The new Treasurer will join a committed board of trustees with many years’ experience. We are proud that we are a fit for purpose organisation with robust financial and performance management systems and, most importantly, a skilled and committed staff team.

As Treasurer you will work closely with our Finance Manager to monitor the financial administration of the organisation and report to the Trustee Board in compliance with the governing document and legal requirements. 

We are looking for a financial professional with some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes who can explain complex financial information in an accessible way.

The role will provide a great deal of satisfaction, supporting a local charity that has an excellent reputation for delivering quality advice services to the community. The position of Honorary Treasurer will also provide the opportunity to enhance your skill set, utilise your expertise and share your knowledge.

This is a voluntary role, but all reasonable expenses are reimbursed. We welcome applications from all sections of the community to enable us to have a diverse Trustee Board that reflects our clients and communities.

If you have financial skills and knowledge and are interested, or you know someone who might be interested, in joining our Trustee Board, please contact us via Reach for more information. 

What are we looking for?

You’ll need to:

• understand and accept the responsibilities and liabilities as trustees
• have financial qualifications or experience
• have some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes
• be non-judgmental and respect views, values and cultures that are different to your own
• have good listening, verbal and written communication skills
• be able to exercise good independent judgment and if necessary to make difficult recommendations
• have excellent good numeracy skills to understand accounts
• be able to explain complex financial information in an accessible way
• be willing to learn about and follow Citizens Advice Birmingham’s aims, principles and policies, including confidentiality and data protection
• be willing to undertake training in your role

What difference will you make?

As our Honorary Treasurer, you make a positive impact for people in your local area by ensuring Citizens Advice Birmingham is sustainable and meeting the needs of the community

Time Commitment

Around 5 hours/month. The Trustee board usually meets in the evening. You may need to attend other meetings occasionally.

Before you apply

If you have financial skills and knowledge and are interested, or you know someone who might be interested, in joining our Trustee Board, please contact us via Reach for more information.

Great opportunity to join a friendly, supportaive local team where you can make a real difference.

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of South Kent Mind’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board’s quarterly meetings about the financial health of the organisation.

Roles and Responsibilities:

Ø  Overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees quarterly meetings.

Ø  Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.

Ø  Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management.

Ø  Monitoring and advising on the financial viability of the charity.

Ø  Overseeing financial controls and adherence to systems, regularly liaising with Chief Executive.

Ø  Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process

Ø  Ensuring investments and assets are maximised.

Ø  Lead on the appointment of and liaison with external auditors.

Ø  Oversee the development and implementation of systems for appraising, mitigating and reporting corporate risk.

Ø  Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.

Ø  Keeping the board informed about its financial duties and responsibilities and liaising with the Chief Executive to develop the financial understanding of the Board of Trustees.

Ø  Chairing the Board’s Finance & Risk Subcommittee

 What we are looking for

Ø  A finance professional with extensive experience and a background in finance and accounting. A knowledge of charity finance is an advantage. Otherwise, an enthusiasm to learn, drawing from sound commercial experience and an understanding of SMEs.

Ø  A strategic thinker with an ability to balance risk and opportunity.

Ø  Clear communicator with the ability to bring the financial information alive to non-finance specialists.

Ø  Experience of being a trustee is an advantage.

Ø  Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors.

Ø  Strong business acumen.

Ø  Experience of being a trustee is an advantage

Ø  The available time to play a meaningful and active role in the financial processes and decision-making of the charity.

In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees:

Responsibilities of all trustees

Ø   Support and provide advice on South Kent Mind’s purpose, vision, goals and activities.

Ø   Approve operational strategies and policies and monitor and evaluate their implementation.

Ø   Oversee South Kent Mind’s financial plans and budgets and monitor and evaluate progress.

Ø   Ensure the effective and efficient administration of the organisation.

Ø   Ensure that key risks are being identified, monitored and controlled effectively.

Ø  Review and approve South Kent Mind’s financial statements.

Ø   Provide support to South Kent Mind’s CEO in the exercise of their delegated authority and affairs.

Ø  Keep abreast of changes in South Kent Mind’s operating environment.

Ø   Contribute to regular reviews of South Kent Mind’s s own governance.

Ø   Attend Board meetings, adequately prepared to contribute to discussions.

Ø   Use independent judgment, acting legally and in good faith to promote and protect South Kent Mind’s interests, to the exclusion of their own personal and/or any third-party interests.

Ø   Contribute to the broader promotion of South Kent Mind’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.

Trustees will need to be actively involved beyond Board meetings. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, presenting externally, or other issues in which the trustee has special expertise.

Attributes and qualities

 We are looking for people willing to bring energy, enthusiasm, time and commitment to the role, and who will broaden the diversity of thinking on our board.

 Personal skills and qualities

Ø   Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.

Ø   Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.

Ø   Effective communication skills and willingness to participate actively in discussion.

Ø   A strong personal commitment to equity, diversity and inclusion.

Ø   Enthusiasm for our vision and mission.

Ø   Willingness to lead according to our values and ethos (attached).

Ø  Commitment to Nolan’s seven principles of public life: selflessness, integrity.