Finance Volunteer Roles
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We are recruiting for new trustees for our Board, including Treasurer
Boxing Futures is a dynamic charity which works to improve the physical and mental health and wellbeing of disadvantaged young people. We empower young people by building positive relationships, developing core soft skills, and increasing confidence and motivation.
Our proven, positive impact provides a springboard to re-engage with education, volunteering, and employment opportunities.
We welcome applications from people with a range of skills and experience, including people who have not been a trustee before, and from diverse backgrounds. One role is being sought with current financial experience to act as our Treasurer. Additional expertise in charity legal frameworks and charity finance would be welcomed.
The Trustees of Boxing Futures provide strategic direction, financial control, and overall assurance of effective accountability for the organisation to ensure that what we deliver in line with our mission and objectives. Trustee meetings are quarterly.
If you are interested in the Treasurer position specifically please see attachment.
The client requests no contact from agencies or media sales.
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.
The client requests no contact from agencies or media sales.
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HMC delivers a free, weekly advice and support service for vulnerable migrants most of whom lack secure immigration status, have pending asylum claims, have insecure accommodation, or are facing destitution.
Our staff team of 11 are dedicated to assisting our visitors in resolving immigration challenges, overcoming homelessness, access to health and other support services as well as destitution.
HMC’s work is supported by over 60 dedicated volunteers, and we collaborate closely with several partner organisations to ensure visitors can access specialist legal advice and long-term support.
We have a budget of around £450,000 a year and employ a Fundraising Officer.
Being a trustee of Hackney Migrant Centre
The trustees of Hackney Migrant Centre (HMC) play a vital role in the organisation. They are responsible for ensuring that that its services are maintained and developed for the benefit of its visitors, in line with HMC’s ethos and objectives.
HMC staff are responsible for the day-to day running of HMC’s services, but trustees work closely with staff in discussing and deciding on policy issues, staffing developments and campaigning, overseeing finance and fundraising, to ensure that the organisation is financially sustainable and monitor the impact of HMC’s services.
Trustees are encouraged to gain first-hand experience of the work of HMC, but regular volunteering is not a requirement.
The Role of Treasurer
The role of the HMC Treasurer is to maintain an overview of the organisation’s financial affairs and ensure its financial viability. The treasurer will ensure that proper financial records are maintained and that accounting procedures are instituted and revised as and when necessary. Most of the day-to-day financial processes are performed by HMC staff, but the treasurer has a key role in supporting the Chief Executive Officer and Operations Manager to prepare and present financial reports and forecasts to the Board, give a view on the financial health of the charity, and make any recommendations arising from this.
In addition to the general responsibilities of a trustee, the duties of the treasurer include the following:
Overall
· Overseeing and approving budgets, management accounts and annual financial statements, working with the Operations Manager and (where appropriate) our independent auditors.
· Being assured that the financial resources of the organisation meet its present and future needs.
· Ensuring that the charity has an appropriate reserves policy.
· Ensuring that appropriate financial policies and procedures are in place and revised when necessary.
· Advising on the financial implications of the organisation’s business and strategic planning.
· Ensuring that there is no conflict between any investment held and the aims and objects of the charity.
· Keeping the board informed about its financial duties and responsibilities.
· Chair the quarterly Finance and Fundraising Sub-committee and where appropriate contribute to the Employment Sub-committee.
· Attend the quarterly meetings of the board of trustees and extraordinary meetings where the need arises.
Monthly
· Initiating salary payments for staff each month (to be authorised by the Chair, Secretary, or other appropriate trustee)
· Authorising payments to suppliers and to staff and volunteers for expenses to be reimbursed (NB such payments will normally be set up by the Operations Manager; the authorisation request being accompanied by copies of invoices/receipts for expenses)
Quarterly
· Supporting the Operations Manager to prepare and present management accounts to the Board on a quarterly basis, giving a view on the financial health of the charity and any recommendations arising.
· Spot checks on the financial records.
Annually
· Ensuring that the annual accounts are prepared in the form required by the current Companies Act and the Charity Commission (NB our independent auditors support the treasurer in this role).
· Making a formal presentation of the accounts to the Board ahead of the annual budget being approved.
· Supporting the Chair and Board of trustees on annual pay reviews, considering affordability and benchmarking with other similar sized charities.
Person specification
In addition to the qualities outlined in the person specification for a trustee, the treasurer should have:
· Financial qualifications or financial management/treasurer experience.
· Knowledge and experience of charity finance and associated matters – for example, fundraising, grants, and restricted funds.
· Knowledge of QuickBooks or a similar computerised accounting system.
· The skills to analyse proposals and examine their financial consequences.
· Be prepared to make unpopular recommendations to the board.
· A willingness to be available to staff for advice.
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Our partner works alongside those involved in or affected by armed conflict, helping them find solutions that address the root causes of conflict and contribute to lasting peace and economic development.
After almost nine years, their current Treasurer is coming to the end of their term in office. They are seeking a replacement, who will Chair the quarterly Finance sub-committee meetings and report back on the work and recommendations of the committee in full Board meetings.
They are seeking someone with a proven ability to communicate and explain financial information to the Board and other stakeholders, ideally with experience and knowledge of the not for profit sector, particularly international development.
There are four Board meetings (one full day) and four Finance Committee meetings a year. Board meetings are held in London, with optional virtual attendance. Most committee meetings take place virtually.
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For more Trustee and Treasurer roles please visit the AfID website.
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Our partner supports individuals and research institutions in the Global South to produce, share and use research and knowledge to transform lives, and provide support to researchers globally through their online community platform.
They are seeking a new Treasurer to join their existing board in leading the organisation through their next exciting period of change. While they are seeking someone with knowledge of UK charity finance and legal requirements, they are particularly interested to hear from candidates from the Global South, wherever their current location.
The Treasurer will monitor the financial administration of the charity and report to the board of trustees at regular intervals on its state of financial health, in line with best practice, and in compliance with legal requirements.
The Treasurer role will require approximately 10-12 days per annum, including three Board meetings, two of which are usually virtual, and occasional virtual meetings with the Executive Director, Finance Manager, and Auditor. In addition, the Treasurer will chair the Finance and Audit sub-committee.
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For more Trustee and Treasurer roles please visit the AfID website.
Following the successful implementation of our strategy to engage lay trustees with our board and committees, the Foundation is now seeking to appoint two new lay members to its Board of Trustees. We are seeking two lay trustees to enhance the breadth of knowledge and expertise on our board. We are actively seeking individuals with expertise in areas such as:
• business and finance
• charity law and governance
• company law and regulation
• cyber security and risks, data structure and management
• IT and digital transformation
• fundraising
• organisational development and HR
As lay trustee members they would also join the Board of Directors of the Association as a non-voting member, and be a co-opted member of the Council, which acts as an advisory group to the board.
Purpose of role: Lay trustee members enhance the knowledge, expertise, judgement, and balance available to the Board of Trustees to ensure a financially sound, healthy, and legally compliant organisation. Their principal assets will be their knowledge and expertise, independence, and the confidence and ability to be a critical friend of the Foundation as a whole.
Responsible to: President/Chair of Board of Trustees
Key working relationships
- President of the Association of Anaesthetists (also Chair of the Board of Trustees)
- Other members of the Board of Trustees and Board of Directors
- Chief Executive Officer, Senior Management team and staff
- Other members of the Association of Anaesthetists Council
- Other stakeholder organisations such as the Royal College of Anaesthetists, and charity partners
Term of appointment:
Following a successful interview and satisfactory references lay trustese will be appointed for an initial 1-year term, renewable for up to 4-years in total.
Please note that terms of trustees may be revised as part of the governance review process.
Time commitment
The Board of Trustees meet six times a year. The dates for board meetings are set 12 months in advance. Meetings normally take place on Friday approximately every 6 weeks as either a half-day or full day meeting. Meetings are either held at 21 Portland Place, London or via videoconference, but videoconferencing facilities will be available for all meetings.
Trustees are expected to attend each board meeting and to engage in communication between board meetings with staff and board colleagues (primarily by email) as required.
Expenses
This role is voluntary and is unremunerated. Trustees will be reimbursed for their expenses for travel, hotel accommodation and subsistence when attending meetings. Expenses will be paid in accordance with the expenses policy. As this is a voluntary role, Trustees are not otherwise compensated for their service.
Induction programme
Training in the role of trustee will be provided along with an induction into the work of the charity.
Key responsibilities:
Strategic direction and financial oversight.
- Contribute to ensuring that the charitable objects of the Foundation are met and that patient safety remains central to the activities of the Foundation
- Contribute to and agree the strategic direction of the Foundation
- Oversee the risk management policy and processes of the Foundation
- Oversee the financial performance of the Foundation; review and agree annual business plans and budgets
- Help to ensure that the Foundation’s equity, diversity, and inclusion objectives are met
Trustees are also expected to:
- Act strictly in accordance with the Foundation’s Articles of Association
- Attend meetings of the Foundation Board on a regular basis and be well prepared by reading relevant papers in advance
- Participate in wider Foundation/Association work, assist with ensuring the Foundation’s purposes and mission are clearly communicated to members and the public
- Undertake training and induction as may be required to carry out the role
- Keep up to date with developments in the healthcare and the charity/not-for-profit sector generally
Person Specification
We are keen to appoint lay trustees whose values align with ours and have the following key attributes.
Relevant expertise outside the field of anaesthesia, such as in:
• business and finance
• charity law and governance
• company law and regulation
• cyber security and risks
• IT and digital transformation
• fundraising, or
• organisational development and HR
The ability to challenge constructively and rigorously and to contribute at a strategic level while listening sensitively to the views of others
Commitment to the Foundation and its objectives
Sound judgement, integrity, and high ethical standards
Excellent communication skills
Willingness to acquire the expertise and knowledge to discharge responsibilities
An understanding and awareness of equity, diversity and inclusion issues
Ability to attend board sub-committees and working group meetings, conferences and key events run by the Foundation
Experience of acting as a trustee
Informed about the environment in which the Foundation operates and the issues it faces
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Want to make a difference in a local charity? We are a community organisation with an impressive building serving the local community. We are looking for an Honorary Treasurer to support our board.
Maryhill Burgh Halls Trust (MBHT) was established in 2004 as a registered charity in northwest Glasgow to save the Victorian Burgh Halls from demolition and bring the Halls back into community use. MBHT raised over £9 million to regenerate the building and it reopened in 2012 as a multipurpose space including an event venue, office spaces to let, a local heritage site including a museum and exhibition space and collection of artefacts as well as a lovely in-house café. MBHT continues to look for ways to engage and involve the local community to promote local culture, arts and heritage and highlight the excellent community facility of the historic Burgh Halls. The Burgh Halls mean more to us than just bricks and mortar - they are a source of identity, pride and belonging and rich in history of the area.
The Board of Trustees is now seeking someone to give guidance and oversight to its financial management. The position of Honorary Treasurer is a voluntary one and is likely to require a time input of 6-8 hours per month. The role would suit an accountant who has retired or is working part-time.
The Honorary Treasurer would be most welcome to join the board of Trustees and participate in the overall oversight of the Trust’s mission and operations, though that would not be an essential requirement of the role.
It is proposed that the Treasurer:
• Advise/chairs the Finance Committee
• Oversees financial reporting and advises on appropriate presentation
• Oversees (and where necessary, produces) budgets and budget forecasts
• Advises on and leads any review of financial procedures
• Liaises with professional advisors including for VAT and with the bookkeeper
• Is responsible for ensuring that the audit is undertaken and accounts are prepared at the appropriate time and in the format requited by the Office of the Scottish Charity Regulator (OSCR) and that all financial reports and accounts are lodged with OSCR and Companies House at the required time
• The Treasurer will also work with the bookkeeper and other staff to ensure that appropriate processes and checks are in place to enable the agreed financial procedures to be fully adhered to.
The client requests no contact from agencies or media sales.
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Could you look after the finances for the local SSAFA service in your area? You don’t need a military background, just some basic I.T and finance skills. If so, this could be the role for you!
What is a Divisional Treasurer?
There are SSAFA branches throughout the UK and overseas. These are divided into small local areas that we call divisions. Each one has a treasurer to look after the accounts and funds in that division. This is a key role involving financial administration.
Why do we need you?
We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan.
Our branches support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.
One of the key ways we help clients is by tapping into various sources of funding on their behalf. Monitoring and reconciling this flow of funding in and out of SSAFA accounts is important to ensure clients receive the support when needed and we can account for all charitable funds in our care.
When would you be needed and where would you be based?
As part of your local branch, you might have access to an office, but many volunteers are based at home. This flexible role involves using our on-line financial management system and on-line bank accounts and so can be done when and where suits you best.
What would you be doing?
- Maintaining and reconciling local bank accounts and recording transactions
- Ensuring funds are available to caseworkers, to provide immediate grants where appropriate.
- Making and recording all authorised payments
- Preparing year end accounts
- Working with the divisional secretary, advise on a local fundraising plan to cover divisional running costs.
- Identifying and returning any surplus monies from grants as appropriate
- Providing reports to the local SSAFA branch and to SSAFA’s Central Office
- Maintaining accurate records on our on-line finance management system
- Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer or fundraiser.
- Volunteering within the standards and values of SSAFA including observing our policies such as the Volunteering policy and data protection policy (these will be covered in your training and local induction.)
The remit of this role may change over the next 12-18 months depending on the outcome of a trial currently being undertaken.
What can you gain from this volunteering role?
- Experience of holding a responsible role in a well-respected charity
- Use your skills, knowledge, and life experience to benefit others.
- Support and friendship from your local SSAFA branch and the wider SSAFA community
- Experience, training, and skills that you can highlight on your CV and in job interviews.
- Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!
What training and support would you receive?
- Role specific training to prepare you for your voluntary role – treasurers webinar (including some pre-work) and financial management system training.
- Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
- Support from the divisional secretary and the branch treasurer.
- Access to a range of e-learning courses
- Support from the Finance Team and Volunteer Experience Team based at our central office.
- Reimbursement of out-of-pocket expenses
- Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.
What are we looking for?
- Friendly and approachable people with some experience of financial administration
- Good written and spoken English.
- Ability to be respectful and non-judgemental with volunteers, other agencies and SSAFA colleagues,
- Ability to send and receive emails – you will receive your own SSAFA email address,
- Willingness to use our on-line banking and on-line finance management system (this is covered in training)
- Reliable attitude: contact volunteers promptly, keep appointments etc.
- Ability to maintain confidentiality and keep information safely.
- Access to public transport or a car to travel to meetings etc.
We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.
Minimum Age: 18
Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.
References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)
Is a criminal record check required? No
The client requests no contact from agencies or media sales.
Inclusive Boards is delighted to be undertaking the search for 2 new Directors (Trustees) for Wickersley Partnership Trust (WPT).
WPT was founded in 2014 and exists to further the interests of the young people that it serves. WPT strive to be an outstanding group of schools where students have a highly positive educational experience that prepares them well for the next stage of education and provides them with opportunities to develop socially, emotionally, academically and physically to achieve the highest possible standards. The climate for learning is characterised by embedded inclusivity and high expectations.
The Directors set the overall strategic direction for the Academies collectively and are the people responsible under the Academy Trust’s articles of association for controlling its management and administration.
Wickersley are seeking two new Directors (Trustees) who will join the Audit and Risk and Finance subcommittees respectively. The skills and attributes they will need for both roles include:
Senior experience within a complex organisation in the public, private or not-for-profit sectors
A strong interest in and commitment to education as well as an understanding of the governance arrangements of the education and charity sectors
Experience of successfully managing relationships in a complex, multi-stakeholder environment.
For the Audit and Risk role Wickersley need:
Understanding of audit and risk management within a complex environment.
Good knowledge and experience of working in a senior finance role.
For the Finance role they need:
Experience in non-Department for Education funding streams
Commercial acumen and exposure, with experience of strategic financial development and management
For a full person specification and more information on the roles, please download the candidate information pack using the links on the Inclusive Boards website.
To apply please provide:
A detailed CV setting out your career history, with responsibilities and achievements.
A covering letter (maximum 2 sides) highlighting your suitability for the role and how you meet the person specification. Please note that the covering letter is an important part of your application and will be assessed.
Details of two professional referees together with a brief statement of their relationship to you (referees will not be contacted without prior consent).
To find out more, request support when applying, or have an informal confidential discussion before applying, please get in touch with one of our consultants by emailing us
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Treasurer (trustee) for Home-Start Bracknell Forest
Do you have financial skills and enthusiasm to help an organisation that supports families of young children?
You could be the next Treasurer for Home-Start Bracknell Forest, and help drive our vision.
Set up in 1993, we support families with at least one child under five in Bracknell Forest. We are an independent charity, and although associated with the federation of Home-Start UK, our trustees independently govern our direction and manage our finances. As the cost of living crises impact on families, we’re needed more than ever; our trustees are planning our future, and need good financial governance in order to survive and grow.
Our income in 2024/25 will be ~£140k, so we’re a small charity, with a big impact.
The role and what we are looking for in a new Treasurer
Our Board includes people with experience and skills in support for Early Years; we’d expect our new Treasurer to have empathy with our cause and the families we support.
As someone with a professional background in accounting or finance, you’ll use your expertise to help ensure sound fiscal decision-making across all Home-Start Bracknell Forest projects. We’d strongly welcome your financial or bookkeeping qualifications, although our finances aren’t complex. An understanding of how charity finance works is important, of course, with the ability to communicate financial information clearly, especially to other trustees. Support from our employees is always available, as they will be dealing with the day-to-day finances.
You don’t necessarily need prior experience of charity trusteeship, as support from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist support as a new trustee including access to external training.
We are a charity not a business, but we apply business principles to governing our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board, and strongly welcome applications from people from less-represented groups.
The focus of a trustee role is strategic, and trustees will not be expected to get involved in the organisation’s operations on a day-to-day basis; however, contact and liaison with other trustees and employees is expected.
We ask for about eight hours per month, although that may vary throughout the year, increasing at Year End and AGM, reducing at other times; that includes preparation for and attendance at Board meetings.
You will need access to digital communications, as much of our charity’s business is run that way.
How to apply
A detailed Role Description and Skills Specification can be made available to you upon request.Trustee appointments are subject to satisfactory references, to completion of an online Safeguarding course and an Enhanced DBS check.
Your CV or similar will be read by our existing trustees, and an online interview offered as soon as mutually convenient.
I need to know more
Contact Mike Allen via Quick Apply, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone).
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Cats Protection is the UK’s leading feline welfare charity and our vision is a world where every cat is treated with kindness and an understanding of its needs. Cats are at the centre of everything we do and our objectives are: homing, neutering and educating people about cats and their care. We help thousands of cats across the UK each year thanks to our network of dedicated volunteers, staff and supporters.
A bit about this role
At Cats Protection we help thousands of cats each year thanks to our dedicated and passionate volunteer groups and teams, all of which help our feline friends in a different ways. They take in stray and abandoned cats and ensure they receive the veterinary care and attention they deserve, help raise funds, promote neutering and help spread cat welfare messages. Our volunteer treasurers maintain the finances of local groups and teams, ensuring they hold the funds needed to continue their vital work. Cats Protection relies solely on donations from generous members of the public, and our volunteer treasurers help make sure these funds are spent in the most effective way.
What can you expect to be doing?
- Preparing budgets
- Keeping accurate financial records
- Reporting financial records via ‘Cashlog’ (Cats Protection supplied software)
- Paying invoices and volunteer expenses
- Being part of a team which ensures there are sufficient funds to meet expenditure
- Updating and advising others on income received, expenditure and available funds
- Managing and monitoring donations made to the group
- Following financial procedures e.g. Gift Aid returns and VAT claims
What are the benefits to you and the cats?
You will develop new skills, expand your knowledge and make a significant contribution to improving the lives of cats and kittens by overseeing the finances of a local volunteer groups or team. You will meet new people, make new friends and be part of a dedicated team of volunteers.
We’re looking for someone with
- Experience or knowledge of accounting, book keeping and/or good numeracy skills
- The ability to collect and present information clearly and logically
- Good communication skills
- Willingness to be part of a team
- Basic IT skills to use Cats Protection systems - training and support can be provided
- Good written and verbal communication skills
- The ability to use own initiative
- Committee volunteers need to be aged 18+
Time expectation
Our current volunteer treasurers usually spend between 2 to 4 hours per week in this role. More hours may be required at certain times, such as towards the end of the financial year but support is always available.
Support, guidance and keeping you safe
At Cats Protection we believe our volunteers should be happy and confident in their roles. We provide support and guidance from our National Cat Centre and through our regional and local volunteer groups and teams. We offer engaging online and face-to-face training, expenses and have policies and processes to help volunteers get the most out of their time with us.
The wellbeing of our people is important and at Cats Protection we are committed to safeguarding children, adults at risk and all those that we come into contact with as part of our activities.
The client requests no contact from agencies or media sales.
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Why we want you
This vital role supports local groups across the UK which are run by volunteers, offering friendship and support to people living with Parkinson's, their families and friends. As a pivotal part of the local volunteer team, you will help plan group spending for the benefit of people affected by Parkinson's in your community.
What you will be doing
- Be an ambassador for Team Parkinson’s - engaging with local staff, volunteers, and your local community, to ensure the group has the greatest possible impact on those affected by Parkinson's in your area
- Accurately record financial activity, keeping the group and the Parkinson's UK local networks finance team informed of the group's financial position
- With support from your local staff, stay up to date with Parkinson's UK's financial policies actively sharing them with the group and supporting the group to operate within them
- Provide regular reports to the committee on the financial status of the group including final accounts at the Annual General Meeting
- Deal with financial administration for the group, from annual reports to legacy spending, and ensuring volunteer expenses are paid accurately in line with our volunteer expenses policy
- Be a signatory on the group's bank accounts
The skills you need
- Previous experience in finance, accountancy or bookkeeping can be valuable, but is not essential
- Confident with numbers and able to take the lead on the group’s finances
- Have confident computer and email skills - be open to using new systems and other digital tools
- Have a commitment to the wider charity’s aims and values
- Be able to contribute to balanced decisions that take into account multiple views, and to do so in a collaborative, open and inclusive way with committee and local staff
What's in it for you
- Develop valuable leadership, teamwork and people skills
- Play a crucial role in the local Parkinson's community, Team Parkinson’s, and wider local planning, making new friends and building connections
- Develop / maintain your accountancy or bookkeeping skills, along with administrative and communication skills - we are happy to provide references
Disclaimer
It's important that people affected by Parkinson’s can trust us with their personal information. As a Branch Treasurer you would be handling personal or sensitive data, so by undertaking this role you'll need to complete and maintain your data protection and confidentiality training. To be a signatory on a local group account, banks will perform a credit check and we will take up a reference. Volunteers cannot perform this role if they have been declared bankrupt.
Using Anonymous Recruitment
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The Honorary Treasurer is a director of Healthwatch Bucks with specific responsibilities to:
1. Lead the Board in fulfilling its responsibility to protect the financial integrity of Healthwatch Bucks.
2. Provide support and guidance on financial matters to the Chief Executive and their Team.
3. Represent Healthwatch Bucks with key stakeholders as required.
Financial Integrity
The Honorary Treasurer leads the Board in protecting the financial integrity of Healthwatch Bucks by:
● Chairing the Finance Committee and, on its behalf, making recommendations to the Board.
● Keeping the Board informed about its financial duties and responsibilities, ensuring understanding of financial planning and budgeting and current and forecast finances.
● Monitoring and reporting the organisation’s financial health regularly to the Board in line with best practice, complying with its Articles of Association, financial legislation, statutory requirements, contractual obligations and necessary insurance cover.
● Ensuring that the organisation has and complies with up-to-date financial policies and processes including Risk Management, Reserves, Business Continuity and Financial Management & Internal Controls.
● Monitoring cash flow to ensure financial sustainability.
● Ensuring that financial transactions and reporting meet the conditions of contractual and other agreements with commissioners, funders, partners and sub-contractors.
● Acting as signatory or co-signatory in accordance with the scheme of delegation in the Financial Management and Internal Control processes.
● Presenting the financial accounts at the Annual General Meeting and overseeing the preparation of the accounts for statutory submission.
Support & Guidance
The Honorary Treasurer shares the duty of all Board Members to ensure effective policy making, strategic planning and monitoring of the performance of Healthwatch Bucks. Additionally, the Treasurer has specific responsibilities supporting the Chief Executive to ensure that:
● Financial planning processes are maintained and that available financial resources are appropriate to the aims of the organisation.
● Healthwatch Bucks has an effective strategy for generating and accounting for commissioned and donated income to achieve its objectives and manage its expenditure.
● The Board receives all necessary advice on the financial implications of strategic plans and projects.
● The Board is presented with budget statements, management accounts and financial information at all key points in the planning and budget cycle and that issues are outlined in a coherent and easily understandable way.
The Financial Management and Control Policy is kept up-to-date and implemented throughout the organisation.
● Proper procedures are followed for preparing, presenting and filing the annual financial statements.
● The recommendations of external financial advisors are reported to the Board and acted upon.
● Equipment and assets are appropriately recorded, depreciated, maintained and insured.
Representation
The Honorary Treasurer will, as appropriate:
1. Liaise with staff and contractors responsible for the financial activities of the organisation.
2. Represent Healthwatch Bucks with commissioners and sub - contractors, partners, Healthwatch England, bankers and members.
3. Act as a spokesperson or signatory for the organisation.
4. Liaise with the independent examiner on the annual management letter and related Board representation.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Could you look after the finances for the local SSAFA service in your area? You don’t need a military background, just some basic I.T and finance skills. If so, this could be the role for you!
What is a Divisional Treasurer?
There are SSAFA branches throughout the UK and overseas. These are divided into small local areas that we call divisions. Each one has a treasurer to look after the accounts and funds in that division. This is a key role involving financial administration.
Why do we need you?
We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan.
Our branches support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.
One of the key ways we help clients is by tapping into various sources of funding on their behalf. Monitoring and reconciling this flow of funding in and out of SSAFA accounts is important to ensure clients receive the support when needed and we can account for all charitable funds in our care.
When would you be needed and where would you be based?
As part of your local branch, you might have access to an office, but many volunteers are based at home. This flexible role involves using our on-line financial management system and on-line bank accounts and so can be done when and where suits you best.
What would you be doing?
- Maintaining and reconciling local bank accounts and recording transactions
- Ensuring funds are available to caseworkers, to provide immediate grants where appropriate.
- Making and recording all authorised payments
- Preparing year end accounts
- Working with the divisional secretary, advise on a local fundraising plan to cover divisional running costs.
- Identifying and returning any surplus monies from grants as appropriate
- Providing reports to the local SSAFA branch and to SSAFA’s Central Office
- Maintaining accurate records on our on-line finance management system
- Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer or fundraiser.
- Volunteering within the standards and values of SSAFA including observing our policies such as the Volunteering policy and data protection policy (these will be covered in your training and local induction.)
The remit of this role may change over the next 12-18 months depending on the outcome of a trial currently being undertaken.
What can you gain from this volunteering role?
- Experience of holding a responsible role in a well-respected charity
- Use your skills, knowledge, and life experience to benefit others.
- Support and friendship from your local SSAFA branch and the wider SSAFA community
- Experience, training, and skills that you can highlight on your CV and in job interviews.
- Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!
What training and support would you receive?
- Role specific training to prepare you for your voluntary role – treasurers webinar (including some pre-work) and financial management system training.
- Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
- Support from the divisional secretary and the branch treasurer.
- Access to a range of e-learning courses
- Support from the Finance Team and Volunteer Experience Team based at our central office.
- Reimbursement of out-of-pocket expenses
- Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.
What are we looking for?
- Friendly and approachable people with some experience of financial administration
- Good written and spoken English.
- Ability to be respectful and non-judgemental with volunteers, other agencies and SSAFA colleagues,
- Ability to send and receive emails – you will receive your own SSAFA email address,
- Willingness to use our on-line banking and on-line finance management system (this is covered in training)
- Reliable attitude: contact volunteers promptly, keep appointments etc.
- Ability to maintain confidentiality and keep information safely.
- Access to public transport or a car to travel to meetings etc.
We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.
Minimum Age: 18
Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.
References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)
Is a criminal record check required? No
The client requests no contact from agencies or media sales.
Raising Futures Kenya supports young people in Kenya to become self-reliant and live free from poverty, through technical vocational training and business skills courses, and specialised support such as counselling. We are a small, award-winning charity who are actively shifting power to our Kenyan partner NGO.
We are looking for an experienced finance professional to join our Board of Trustees as the Treasurer, to oversee the appropriate management of charity finances, adhering to relevant regulatory compliance, and to lead on reporting on the financial situation to the Board.
We are in Year 2 of our 5 year Strategic Plan, where the focus is on shifting the decision making power to our partner NGO in Kenya. Ultimately our long-term goal is to not be needed, but we realise the funding landscape is a long way off that at the moment.
As one of our Trustees you'll be part of an award-winning small charity who is leading the way in ethical development, primarily by actively shifting power and decision making to our incredible partner NGO in Kenya. We're a small charity but we definitely have a big impact and want to share our learning and knowledge with other NGOs who want to follow the same path of shifting power. We don't just talk about what we want to do, we get it done.
Volunteering your time as a Board member is a two-way street, we want to ensure you get something from it too, so we'll do all we can to ensure you get any experience, training or skills you'd like.
Please see the detailed role description for more information about our charity and what the role entails. Please do not hesitate to contact Kirsty, the CEO, in advance of applying if you have any questions. We look forward to hearing from you.
Our mission is to create opportunities with children and young people in Kenya to break the cycle of poverty and inequality and fulfil their potential
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The client requests no contact from agencies or media sales.