Accounting volunteer volunteer roles

About the Trustee role

We have a detailed role description and person specification over the next few pages to

help you understand the requirements of the role.

The main purpose of our role:

As trustees at Back Up, we are volunteers with a specific legal responsibility to:

· Ensure our aims and objectives are being met

· Act in the best interest of the charity

· Manage responsibility for what we have (our people, our money etc)

· Act with reasonable care and skill

You can find more information from the charity commission.

What you will gain:

· An insight into how a charity runs, particularly how a charity board runs

· A new group of friends and colleagues

· A sense of pride when hearing about the difference our services make and that you

· A role in transforming lives affected by spinal cord injury.

· Confidence in building relationships with a wide range of people and speaking up at meetings

· An opportunity to develop your skills and experiences

· An opportunity to use your skills and experience to the benefit of the charity

Being a trustee is a voluntary role, therefore unpaid, but expenses including for travel are reimbursed.

You will receive a full induction to help you in the role at Back Up. In addition, where there is a training need, a range of training courses are on offer. You’ll need to commit time and energy to attend these, building up your knowledge so that you feel confident in the role. This often takes longer than you think, but we understand that – we were all new trustees once too.

Trustee Person Specification

Key Skills:

· Ability to support, motivate and inspire people to get involved

· Excellent communication skills in person, in writing and on the telephone

· Respect for others, for confidentiality and able to treat people equally

· Highly organised: able to manage multiple tasks, conflicting priorities, and responsive to deadlines

Qualifications and Experience:

Specific experience that would be useful to Back Up. You may have one or more of these:

· Accountancy

· Third Sector Knowledge

· Fundraising knowledge

· Personal experience of spinal cord injury

Personal Attributes:

· Integrity and honesty

· Proactive – seek out answers to your questions without a prompt

· A demonstrable commitment to Back Up's aims and values

· Honest, reliable, enthusiastic and conscientious

· Team player, flexible and adaptable

· Willingness to understand and hear about issues relating to spinal cord injury

Time Commitment:

· Currently, three and a half hourly board meetings four times a year, evenings in SW London

· One to two away-days per year

· Two-hour committee meetings (four times per year)

· Spending two to three hours prior to meetings, reading and absorbing information

· Reflecting and discussing by telephone

· Follow up to meetings – reading and commenting on minutes, carrying out any

· agreed actions

Requirements:

You must be…

· Over 18

· Not bankrupt

· Subject to satisfactory DBS check and references

· Not excluded by Companies House or Charity Commission

· Not bound by conflicts of interest that would be so significant as to undermine the role in general e.g. a member of a group that discriminates against people based on gender or ethnicity

Specific responsibilities

Role Description: Trustee

Reports to: Chair of Trustees

Accountable to: People affected by spinal cord injury, Charities Commission and Companies House

Summary:

The Board supports the vision and mission of the organisation. We ensure the delivery of the strategy, so that people affected by spinal cord injury can realise their full potential.

Vision and Mission

· To uphold the values of the charity, undertaking the duties of trusteeship in a way that adds to public confidence and trust in the charity

· Promoting and developing the charity in order for it to grow and maintain its relevance to society

· To support decisions that are in the best interest of service users, donors, volunteers and stakeholders at all times

· To take big decisions about the future

Compliance, quality and effectiveness

· Support development of policies that further the aims and objectives of Back Up and to monitor their success

· Ensure compliance with our memorandum and articles

· Ensure Back Up’s accountability and legal obligations

· Maintain sound financial management of the charity’s resources, ensuring expenditure is in line with the organisation’s objects and investment activities meet accepted standards and policies

· Ensuring resources are used in an efficient and cost-effective manner

· Maintain effective board performance

· Remain aware of the legal responsibilities and liabilities of trusteeship and act in accordance with liabilities

· Manage/declare any personal conflicts of interest.

· Strive for best practice in governance, through proactive learning and Development

An international child protection NGO headquartered in Cambodia is seeking a volunteer accountant to review and strengthen accounting systems, software and financial management processes.

The organisation works across Southeast Asia, supporting vulnerable children, young people and communities through programmes focused on child protection, education, livelihoods and social inclusion.

The volunteer will work alongside the finance team to assess current systems and support practical improvements across financial management and reporting.

Key areas of support may include accounting systems, software options, financial reporting consistency, internal controls and practical systems improvements across country programmes.

This would suit a volunteer with strong systems and financial management experience, ideally with experience of complex organisations or multi programme environments.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

A conservation NGO in Indonesia is seeking a volunteer accountant to strengthen donor reporting, financial systems and accounting processes.

The organisation works with fishing communities, women and young people to support community based natural resource management, sustainable livelihoods and biodiversity conservation.

The finance team currently relies heavily on Excel and is planning to move to a more structured accounting platform.

The volunteer will work with the team to review budgeting and donor reporting templates, support the transition from Excel, improve reporting consistency, strengthen financial systems and controls, and provide practical mentoring.

This would suit a collaborative volunteer with experience in donor reporting, Excel, accounting systems and small NGO finance.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

A women led grassroots charity in southern India is seeking a volunteer accountant to strengthen accounting systems, reporting, budgeting and finance team confidence.

The organisation works with women, children and marginalised communities through programmes focused on empowerment, health advocacy, childcare, education and residential care for children affected by HIV/AIDS.

Much of the organisation’s accounting remains manual and paper based, and financial reports are generally prepared only when requested by donors.

The volunteer will review current finance processes, assess use of accounting software, support budgeting and cashflow tools, introduce simple monthly management accounts, improve donor reporting and provide mentoring to the local finance team.

This would suit a supportive, hands on volunteer who enjoys working closely with smaller grassroots organisations.

Free accommodation, weekday breakfast and lunch, and airport transfers from Madurai Airport can be arranged.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

A growing women’s empowerment social enterprise in Uganda is seeking a volunteer accountant to strengthen budgeting, cashflow forecasting and financial systems.

The organisation supports over 300 women artisans, including single mothers, widows and teenage mothers, through vocational training and income generating opportunities linked to handmade crafts.

As international sales opportunities grow, the organisation wants to ensure its finance processes remain practical, sustainable and fit for purpose.

The volunteer will work with the Founder and Managing Director to review internal processes and controls, support effective use of Zoho Books, review the chart of accounts, improve budgeting and cashflow forecasting, develop simple management reporting tools and support audit preparation.

This would suit a hands on volunteer comfortable working closely with a small local team.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

Two small community based organisations in Malawi are seeking practical finance support to strengthen day to day financial management, reporting and controls.

Both organisations work across vocational training, youth development and livelihoods support, with small local teams and simple finance systems.

The volunteer will work closely with staff to improve budgeting, cashflow management, financial reporting, record keeping, controls and procedures.

This is a very practical grassroots placement, focused on helping local teams build confidence, consistency and simple sustainable systems.

It would suit a collaborative and adaptable volunteer who is comfortable working hands on with small organisations and providing patient, practical mentoring.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

A growing NGO in Malawi, working across education, livelihoods, health and environmental sustainability, is seeking a volunteer accountant to strengthen its finance systems.

The organisation has grown significantly and now manages multiple donor funded projects, with annual income of over £1 million. QuickBooks has been introduced, but is not yet fully embedded, and many processes remain manual.

The volunteer will work with the Finance and Administration Manager, wider finance team and senior leadership to review current systems, identify priorities and support practical improvements.

Key areas of support may include QuickBooks, budgeting, forecasting, cashflow, donor reporting, management accounts, internal controls, expenditure verification, audit readiness and mentoring.

This would suit a collaborative and adaptable finance professional who can balance a broad systems review with practical, hands on support.

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Accounting for International Development (AfID) matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

Join the Team and Help Us Build the Future of The Swadhinata Trust 

The Swadhinata Trust is embarking on a journey of significant growth and transformation. Having recently refreshed our purpose, mission, and brand, we are now ready for our next big leap: transitioning from a grassroots volunteer organisation to a scalable charity with paid staff and expanded reach.

To reach our full potential, we need 'roll-up-your-sleeves' leaders who are eager to help us transform. This isn’t just about giving advice from the sidelines; it’s about being the engine of our transformation. Whether you are an expert in your field or looking to develop new skills, joining us as a collaborative partner offers a unique opportunity to make a tangible, lasting impact on our journey.

How Can You Help 

We are looking for both professionals and enthusiasts eager to use their skills to help us transform. Whether you can offer 2 hours a week or 10, your expertise will be a vital part of reaching our big goals. You don’t need to be a veteran in your field; we value a 'roll-up-your-sleeves' attitude and a commitment to our mission just as much as a CV.

Finance Volunteer

The Goal: Help us make every penny count. You will support our financial health, ensuring our resources are tracked carefully to maximise our impact.

We’d love help with:

• Day-to-Day Finances: Helping with book-keeping, tracking receipts, or updating our accounts.

• Reporting: Assisting in the creation of simple spreadsheets that show our spending.

• Grant Support: Helping us pull together the numbers needed for our funding reports.

What you bring:

• Comfort with numbers and basic accounting or book-keeping knowledge.

• Proficiency in Excel or a willingness to learn cloud accounting tools.

• A reliable and transparent approach to handling information.

Behçet’s Disease is an auto-immune disorder which is incurable but can be managed by specialist consultants. It is very rare and can affect any part of the body. It often takes years to diagnose and can be debilitating to the patient. 

Behçet’s Patients Centres (BPC), a charitable company, was formed in 2011 to provide the specialist, multi disciplinary care for patients.

We are seeking to recruit a Finance Director to our Board in order to both increase our experience and skills base and to facilitate effective succession management. This is a volunteer role that offers rewarding experience and the chance to make a difference in the lives of those who are affected by this rare condition.

This is a highly autonomous role that will make a big difference to the Board of Directors and their purpose to provide a service to one of the rarest patient groups in England. We’re looking for someone who can come in and help us build on our achievements and do things even better. You will be responsible for the financial management of the charitable company to ensure we successfully deliver our contractual commitments and thus influence the future of our funding, (we have a contract which runs until March 2028). You will play an important role as a member of the Board of Directors, ensuring they are guided by your financial expertise. This will involve preparing budgets; paying salaries and finances owing to HMRC and invoicing the NHS. We also work collaboratively with Behçet’s UK, the registered charity for patients with Behçet’s Disease and you’ll be building relationships with that charity. 

The time commitment for this role is around 2 to 3 days per month on average, with extra time needed around budgeting and year end accounts. 

Experience Required:

• Proven management and leadership skills
• Proven financial skills in budget preparation and management
• Proven communication skills
• Awareness of both Charity and Data Protection Law
• Computer literate in use of Microsoft products
• Experience of contract performance management
• Flexibility of working hours to attend quarterly Director meetings and the Behçet’s UK Annual Conference

Qualifications Required:

• Educated to degree level or equivalent financial experience. 
• Preferably a qualification with CIMA, ACA or ACCA (or working towards) 
• A UK driving licence and the ability to travel 
• A clean Disclosure & Barring Services check will be undertaken 

Are you looking to gain finance experience while making a meaningful impact in the community? Join Hidayah as a finance assistant in this volunteer-based role under the guidance of the treasurer.

Hidayah is a volunteer-led organisation supporting LGBTQI+ Muslims through community support, advocacy, education, and wellbeing initiatives. The finance assistant supports the financial operations of the organisation by helping maintain accurate financial records, assisting with reporting and budgeting, and supporting the treasurer with day-to-day finance administration.

This role is flexible and requires a minimum of 2 hours per week, with occasional additional time required during busy periods or year-end processes.

Key Responsibilities

• Support the Treasurer with financial administration and record-keeping. 

• Input and maintain financial data using Google Sheets and Sage. 

• Organise invoices, receipts, bank statements, and financial documentation. 

• Assist with bank reconciliations and volunteer expense claims. 

• Help prepare monthly financial updates and reports for the board. 

• Support budgeting, audits, year-end preparation, and strategy reporting. 

• Maintain confidentiality and handle financial information responsibly. 

• Attend monthly meetings and provide support where required. 

Person Specification

Essential Skills & Experience

• Basic understanding of finance, bookkeeping, or accounting principles. 

• Good IT skills, particularly using spreadsheets.

• Strong attention to detail and accuracy. 

• Ability to work independently and collaboratively. 

• Good organisational and communication skills. 

• Experience using accounting software such as Sage (desirable). 

• Commitment to the mission and values of Hidayah. 

Commitment Expected

• Attend periodic online 121s with the treasurer.

• Be available for occasional catch-up meetings with the treasurer and chair. 

• Respond to emails and finance-related tasks promptly. 

• Support accurate financial record-keeping and reporting. 

Benefits of the Role

• Opportunity to make a meaningful impact within LGBTQ+ Muslim communities. 

• Gain practical experience in charity finance and governance. 

• Build confidence and strengthen your CV. 

• Opportunity to work with a supportive and passionate volunteer team. 

• Networking, training and professional development opportunities.

About Mind

We're Mind, the leading mental health charity. We won't give up until everyone experiencing a mental health problem gets support and respect. We provide advice and support to empower anybody experiencing a mental health problem and we campaign to improve services, raise awareness and promote understanding.

About the Role

Our volunteers are at the heart of Mind Retail, and without the help and support we receive from our volunteer teams we wouldn't be successful at what we do. As a Financial Analysis Volunteer, you will be working behind the scenes with the data that drives our retail network, providing an effective and proactive reporting support for retail Shop Teams, internal colleagues, and the Senior Leadership Team (SLT). Whether you are a student eager to gain practical experience with real-world datasets, or an experienced finance professional wanting to give back to the community, your insights will directly empower our teams and make a tangible difference to Mind Retail.

How You Can Support Us

Working closely with our finance, commercial, and data teams, you will help to translate financial data into meaningful insights for stakeholders. Day-to-day, you will be:

• Supporting the creation and improvement of financial reports and financial models.
• Assisting in looking at the numbers to understand the differences between what we expected to happen and what actually happened (referred to as variance analysis). You will also help check that our data is consistent across the teams.
• Helping us continuously identify opportunities to streamline reporting processes, reduce manual effort, and enhance data visualisation capabilities.
• Working with the team to organise our data better and automate repetitive tasks. If you want to learn, or already know about, advanced Excel features (like Power Query or macros) and Power BI (creating interactive dashboards), this is a great place to practice and apply those skills.
• Using a range of office software including email, spreadsheets and database information to produce timely and accurate reports.
• Assisting with ad hoc tasks relating to the reporting and analysis.

What You'll Gain

• Practical experience in financial analysis, data visualisation, and reporting tools.
• Exposure to real-world datasets and the chance to contribute to process improvements, including automation and more efficient reporting methods.
• Opportunity to improve your interpersonal skills and commercial knowledge.
• Understanding of policies and procedures, along with enhancing your administrative and IT skills.
• Additional learning and development opportunities, including your own eLearning account with access to personal and professional development courses.

About You

• Ideally, you will be actively studying towards an accounting qualification CIMA or ACCA, or working towards a relevant finance degree. Equally, you might be an experienced professional wanting to volunteer your financial knowledge.
• Comfortable working with numbers, have a high degree of accuracy, and a great eye for detail
• Confident using MS Office applications, particularly Word, Excel & Outlook and familiar with Power BI.
• Well-developed interpersonal skills, excellent telephone manner, and able to build good working relationships. You should also be comfortable using your influencing and negotiation skills.
• Excellent organisation skills, able to prioritise tasks, with the ability to work as a team and on your own initiative.
• Willingness to learn, a flexible and adaptable approach, and a commitment to our values & behaviours. Ability to work within Mind Retail's policies and procedures.

Desirable (But Not Essential)

• Retail sector experience.
• Experience with using Microsoft Dynamics GP 2016.

Our Commitment

We embrace the different perspectives that each of us bring. We want our staff and volunteers to be authentic and bring their whole selves to work. We want Mind to be a workplace that truly reflects the diverse backgrounds and experiences of the people we support. Where everyone is appreciated - regardless of race, gender, age, religion, identity and experience.

SHASBAH is in need  of a  Volunteer Treasurer to help continue our 60 year old charity and ensure smooth running of the charity finances while providing the  trustee board and staff with appropriate budgetary and financial information on the activities of the charity including organising annual accounts. 

A Treasurer maintains effective governance of the organisations affairs, ensuring its financial viability and ensuring that proper processes and procedures exist for assuring all financial records, decisions and delegations are maintained. Ensuring  our mission statement is being fulfilled. SHASBAH charity has trustees with a range of skills and lots of lived experience and has a small staff team. 

The Treasurer role will include:

•  Ensuring  that all accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies including Charity Commission.

• Providing guidance and reviews of financial grants, loans and investments. 

• Recommending to our trustees and staff appropriate accounting procedures, controls and policies.

• Becoming a joint account holder and signatory. 

•  Working in close partnership with the Director of services in executing their responsibilities and achieving the charity goals.

• Ensuring that appropriate financial policies are in place. 

As a Treasurer you will be required to provide monthly updates on the charity finances to the trustees and attend quarterly meetings via zoom or in person. Approx 8 hours a month in total.  All are welcome to attend any events or meetings. 

Role Description

This is a volunteer role for a Financial Director and trustee. The role will ensure that the financial affairs of the Charity are conducted within legal requirements, accounting conventions and good practice and in conjunction with the General Manager to protect and enhance the financial wellbeing of the Charity. 

Reports to:

Board of Trustees

Major Accountabilities:

• To lead in developing financial plans for the Charity with income and expenditure goals which are attainable within the resources available to the Charity 

• To ensure that the Board is aware of its financial responsibilities and options available 

• To ensure suitable systems for budgeting, financial control, risk management, insurance, and accounting records are in place

• To assist the external accountants with processing more complex transactions, recording capex, raising prepayments and accruals at month-ends and to work with them to ensure compliance with HMRC requirements as appropriate

• To keep Trustees informed about Charity’s finances by written report, at least on a quarterly basis. To communicate with relevant department heads and other staff so as to maintain a clear picture of the financial health of the organisation

• To work with the Charity’s external accountants and auditor/independent examiner to meet external reporting requirements, including grant reporting and the annual financial report to members

• To know, abide by and promote the Charity’s values, policies and objectives, including to external parties. To support appropriate communication between the Board and staff, members and stakeholders

We're looking for a finance bookkeeper volunteer who can support the financial administration of the charity using our finance software,  Xero. We The volunteer will support the Chair to undertake regular financial tasks such as budgeting, reporting, and audits while ensuring financial transparency. 
 

Key Tasks and Objectives

• Support the financial management of the Charity using Xero
• Data Entry: Recording financial transactions such as donations, invoices and expenses into our finance software, Xero.
• Weekly Reconciling income into Xero from GoCardless, Stripe, PayPal and other third-party agencies that facilitate donations being made to the charity.
• Maintain financial and accounting records, ensuring accuracy and consistency
• Assist with preparing payroll and/or pension information for submission to an external payroll provider (when required)
• Assist with the preparation of the accounts, quarterly and annual accounts for accountant annually as well as supporting funder financial reports
• Track the financial situation of projects
• Ensure that all necessary financial information is recorded accurately
• Assist with financial forecasting and budgeting
• Document Management: Organising and filing receipts, invoices, and other financial documents (digitally).
• Assist the Chair, volunteers or members of staff in understanding and using the accounting software
• Any other tasks that may be required from time to time or during the final accounts period, as appropriate.
• Assist with general administration relating to finances

Key Skills or Qualifications

Essential:

• Knowledge and experience of using Xero accounting software, including tracking project spending, managing volunteers’ expenses and department spending, uploading invoices, reconciliation, etc.
• Understanding of tracking financial data and information
• Experience of working in a bookkeeping role
• Accurate and up-to-date knowledge and experience of charity finance, SORP and other relevant frameworks
• The ability to quickly understand the needs of and challenges faced by our small charity organisation
• Strong numeracy and financial management skills
• Strong organisational skills
• Comfortable working remotely
• Ability to maintain strict confidentiality
• Ability to quickly understand the needs of our team, organisation and users of our services (we are not expecting you to have an awareness of the condition we support)
• Good initiative and ability to work with little direct supervision, but will ask for help when needed
• Ability to work flexibly on your own and as part of a team with enthusiasm and commitment

Desirable:

• Knowledge of charity accounting including restricted and unrestricted funding 
• Understanding of financial management within a charity
• Verbal communication skills
• Competent with communication tools

Key Benefits

You will come part of our small, friendly, forward-thinking charity team. We are focused on reaching people who may not have heard about the Charity or about the condition. 

You would have a key role in ensuring good financial administration, which is crucial to the continued work of Burning Nights CRPS Support. This is a fantastic opportunity for you to make a real difference to a small charity. You will be involved in ensuring we manage our financial inputs and outgoings in order to maintain the services and support we provide, allowing us to be a sustainable charity and fulfil our aims.

Volunteering Time: 7-15 hours per week