Board of trustees treasurer jobs near London, Greater London
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Would you like the opportunity to join the board of a trusted and well-respected talking therapy charity and training organisation dedicated to advancing mental health and wellbeing?
Founded over 50 years ago WPF Therapy has much to be proud of in its history, having a reputation built on delivering high quality psychotherapy made accessible to thousands of clients through affordable pricing and inclusive practice.
We believe that Psychodynamic Psychotherapy helps people lead more fulfilling lives and we’re here to make it inclusive and affordable. Our mission is to advance mental health and wellbeing for the benefit of society and everyone.
Recruiting a Finance Trustee
The Finance Trustee role is pivotal to supporting the senior team and the Board, in the development of a strong financial strategy and robust processes. Day to day leadership and management is delegated to the Executive Team, with the Finance Trustee/Treasurer working in partnership with the Chief Executive and Executive Team, in a strategic advisory capacity.
We are seeking a hands-on Finance Trustee and Finance Committee Chair who is motivated to help us refresh our trading model. Probably a qualified accountant (or equivalent experience), you will be able to move easily from the big picture to grasping the detail, and you will have ambitions for how we can secure our position, post pandemic, as a charity and social enterprise that makes a real difference to many people.
You may have experience of leading the finance agenda for an SME or a discrete part of a large commercial organisation. Experience of charity sector finance is desirable, though not essential, nor is previous trustee experience. Candidates should have excellent financial analysis skills and the ability to communicate clearly.
You will be working with a group of highly skilled and motivated Trustees and have real opportunities to shape our future. If you are keen to volunteer your time to make an impact in the mental health sector, we would be delighted to hear from you.
Please ensure you download a copy of the candidate pack before you complete your application. To apply for this vacancy, please submit your CV and a covering letter outlining why you are interested and how you meet the requirements of the role.
WPF Therapy is committed to the encouragement of equality and diversity among our workforce, with regard to the psychological therapy we provide to the public and in the way we educate and train our students. We are also committed to the elimination of any form of discrimination, including harassment or bullying, on the grounds of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion and age. Every individual has the right to be treated fairly and with dignity and respect. It is important to us that our Board represents the community we serve, and we are working towards this. Applications are welcome from anyone who meets our essential criteria.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
The closing date for applications is Friday 8th July, but please do apply at your earliest convenience as we will be considering applications as they come through.
Our partner is an award winning UK based charity, which is promoting different solutions to the issues facing international aid and the WASH sector including standalone social impact businesses and programmes to improve hygiene, sanitation and nutrition for under-fives; designed to increase resilience and self-reliance and improve the lives and life chances of farmers, families, women, girls and young children
We are recruiting a Head of Finance and Governance to support Chief Executive and provide strategic management and operational oversight of finance, HR and business support functions and to ensure that everything is done in the most financially effective manner and in compliance with all statutory and regulatory requirements. The incumbent will be supported by qualified accountants in the UK and overseas and their local teams.
This is a part-time role, which would suit an experienced accountant/company secretary, seeking to work flexibly. The 2/3 days we anticipate this role requiring could be spread over 5 days, if the incumbent found this more convenient and all the requirements of the role can be met
- You will be the ultimate responsible person for all of the charity’s external and statutory financial reporting, including reports to funders, trustees and regulatory bodies, though the bulk of this work will be delivered by the finance teams in the UK and Africa.
- You will provide strategic budgetary and financial management support to the Chief Executive in London and the Managing and Finance Directors overseas, assisting them to develop compelling bids for fundraising and inward social investment and will liaise, if necessary, with the financial managers/reviewers of any potential funders/investors.
- You will provide advice and guidance on HR, contractual, corporate and statutory matters to the senior team in the UK and overseas, consulting/liaising if necessary with our lawyers, auditors, and other service providers in both countries.
KEY AREAS OF RESPONSIBILITY
1.1. Financial strategy
Supporting the development of financial strategies under a variety of scenarios for internal management, trustee discussion and presentation to potential funders/investors.
Leading on financial discussions with trustees and prospective funders/investors.
Developing the financial competence and confidence of PA/BW’s senior teams.
1.2 Financial oversight
Ensuring that monthly management reporting, budgeting and forecasting is accurate and timely and supporting the needs of management, trustees, project managers, funders and donors.
Reviewing the annual budget proposals raising issues, challenging assumptions and, ultimately, agreeing same with the local teams.
Reviewing the monthly financial returns submitted/presented by the finance teams querying anomalies and overspends and agreeing/requiring actions to be taken.
Updating the rolling forecasts of income and expenditure (reflecting actuals to date), monitoring the bank positions and using this to approve or reject requests for ongoing or exceptional expenditure.
1.3 Financial management
Maintaining up to date Financial and HR Policy and Procedures Manuals and responding to requests for variations thereto or divergence therefrom.
Being the principal signatory and authorised administrator for all UK bank accounts and approving changes to the mandate for bank accounts overseas.
Approving and signing off all cash transfers
2. Programme support
2.1 Programme budgeting
Preparing, discussing, reviewing and agreeing the financial budgets for individual projects and/or generic programmes.
Assisting the teams with costing, pricing, taxing and other financial sales related issues.
2.2 Programme reporting
Maintaining cumulative records of expenditure by funder and overseeing the preparation of funder reports and audit completion statements confirming the full dispersal of funds.
Submitting financial claims to statutory funders as and when required.
3. Corporate obligations
3.1 Statutory reporting
Being the principal point of contact between the external auditors the Treasurer and the board.
Agreeing the annual audit timetable and priority audit areas with the external auditors
Reviewing the draft statutory accounts produced by the local finance teams, agreeing the split between restricted and unrestricted programmes, calculating carried forward balances and agreeing same with auditors.
Confirming the appropriate use of restricted income, writing the trustees’ annual review, securing an unqualified audit report, responding to the annual audit letter, convening and managing the AGM.
Reviewing and signing off all statutory filings and ensuring compliance with all regulatory restrictions and statutory obligations.
3.2 HR and legal
Ensuring compliance with all legal, statutory and regulatory requirements in the UK and all other countries of operations.
3.3 Trustee management
Preparation of board papers and management of board meetings.
PERSON SPECIFICATION (Desirable)
Educated to degree level or equivalent
Relevant financial, HR and legal experience and qualifications
Familiarity with complex donor reporting and of managing restricted/unrestricted funding
Experience of working in an international and highly regulated environment
Awareness of investor relations in a social investment and entrepreneurial context
Understanding of managing business support systems, including ICT and procurement
A thorough knowledge of HR systems and processes
An understanding of staff management and a willingness to support staff development
Experience of managing organisational development and systemic change
Excellent written and oral communications skills
RTW in the UK essential
“Community transport operators have a great story to tell and it is CTA’s job to help them tell it and to support them to develop excellent services that can transform lives and communities. We champion, connect, support and grow a thriving community transport movement across all parts of the UK.
Our work in England is integral to this. We have around 900 members and many other stakeholders across England that all help to provide accessible and inclusive transport solutions in their community. We work closely with, and receive funding from, the Department for Transport to develop and deliver important work across England.
Like many organisations and sectors, COVID-19 has presented community transport with a range of unique challenges. However, moving beyond this crisis, the role of community transport will be as important as ever and we will have a critical role in helping our members rebuild and thrive in England.
CTA is funded by the Department for Transport to provide leadership and support community transport operators and other charities and community groups that organise transport for their service users to help them participate in the activities they lead.
Working with our team in England you will develop our support programmes and look for opportunities to make a difference on behalf of the people and communities who need transport that is accessible and inclusive, so everything else in life can be accessible and inclusive too.
One of your priorities will be a project to increase engagement with the community transport sector and support the development of forums in the South of England, so if you have any experience of doing similar work, please let us know in your application. You'll also work collaboratively around the UK to develop activities with all our Development Officers to develop activities, resources and deliver key member services such as our Advice Service.
If you like the sound of this challenge and have the credentials and self-confidence to rise to it, then we’d love to hear from you.
The client requests no contact from agencies or media sales.
Emmaus Communities offer homeless people a home, work and the chance to rebuild their lives in a supportive environment by running successful social enterprises.
Emmaus Greenwich, a well-established social enterprise providing a home and work to 35 residents, is seeking a Finance Manager on a part time basis (3 days / 24 hours per week) to manage the charity's finance operations.
Job Title: Finance Manager
Location: Emmaus Greenwich Community
Reports To: Chief Executive
Responsible for: Finance Assistant and volunteers
- To manage the financial operations of the Emmaus Greenwich Community comprised of Companions, Staff, Volunteers, and Trustees
- To support the Chief Executive, Treasurer, and Trustees so they can manage the Community’s finances efficiently
- To Line Manage the Finance Assistant and finance volunteers
- To work as part of the management team delivering the organisation’s objectives, including promoting Emmaus internally and externally, collaborating with other Emmaus Communities and organisations to achieve wider strategic plans and objectives
Duties and Responsibilities
- Managing the Charity’s financial and accounting operations using QuickBooks financial management software and Microsoft Excel
- Producing accurate monthly Management Accounts for Chief Executive and Board of Trustees, including commentary on significant areas and variances from budgets
- Preparing detailed annual budgets for approval by the Chief Executive and Trustees and overseeing cash flow management
- Processing payroll/pensions on a monthly basis including monthly returns, payments to Inland Revenue and year end returns
- Preparing and submitting VAT returns, reviewing partial exemption calculations and ensuring payment or refunds are made or received on time
- Processing journals, accruals and prepayments
- Preparing regular trial balances and investigating miscellaneous accounting issues
- Maintaining the Fixed Assets Register
- Production of the year end accounts, liaising with auditors and assisting with annual audits
- Preparing and submitting regular Gift Aid claims, including overseeing all correspondence with donors
- Record and monitor restricted and unrestricted donations and claiming of tax relief on Gift Aid
- Filing of all accounting and corporate documentation, manually and electronically
- Line managing the Finance Assistant
- Overseeing the administration of Housing Benefit income; calculate and check receipts, chase arrears with the Housing Benefit office, submit returns and reconcile payments
- Overseeing the charity’s petty cash, including processing, recording of top-up of petty cash amounts, and issuing petty cash
- Overseeing the banking of all cheques, credit/debit card payments and cash as required.
- Overseeing the processing of all payments and maintaining accurate records of authorisation for the cheques raised
- Overseeing Companions’ allowances, savings and financial records – ensuring funds are available, schedules of payments, savings, loans and making payments on behalf of Companions
- Overseeing sales invoices as necessary. Controlling all outstanding invoices and ensuring prompt payment
- Managing the EPOS system to ensure accurate recording of all stock items and sales
- Managing the PDQ/card payments system
- Auditing reported shop takings against till receipts and sales records
- Performing monthly bank reconciliations
- Maintaining and checking of direct debit and standing order payments
- Providing financial information, reports and modelling exercises to support and assist the Chief Executive with grant funding applications and other projects
- Dealing with staff / supplier financial queries and requests
- Other ad-hoc accounting and financial duties that may be reasonably requested and as may arise from time to time necessary for financial integrity
- Attend meetings and contribute to the charity’s strategy and policy making
- Put in place robust financial systems and processes
- Improve on efficiencies and work towards reducing charity costs
- Perform any other duties as required by the Chief Executive, including additional duties and responsibilities to cover for holidays and absences
These duties are not exhaustive, and are subject to review with the postholder according to future developments within the charity
Essential Skills / Experience
- Demonstrable knowledge and experience of financial accounting (preferably part or fully qualified with any of the major accounting bodies)
- At least three years’ experience in the review and production of accounts
- Excellent knowledge and understanding of VAT
- Excellent IT skills with extensive experience of working with online accounting systems, Excel and MS Office
Desirable Skills / Experience
- Experience of using QuickBooks online accounting system
- Experience and understanding of Charity financial management (SORP)
- Experience of dealing with auditors and a clear understanding of their requirements
- Knowledge and experience of Gift Aid claims
- Willingness to be flexible, tolerant, and non-judgmental
- Understanding of Emmaus’ ethos
- A willingness to learn new skills as systems and needs develop
- Attention to detail and accuracy
- Methodical approach and ability to maintain accurate and transparent data systems
- Highly organized and effective time manager with excellent prioritization skills
- Good written and verbal communication skills
- Ability to work as part of a team and with diverse people
- Understanding and commitment to equal opportunities
- Self-motivated and responsible
- Great professionalism with high respect for confidentiality
- Adaptable / flexible
- Willingness to provide details for a DBS check
- Ability to embrace the values and aims of Emmaus Greenwich
To apply, please send your CV along with a covering letter outlining your relevant skills and experience.
Closing date: 5pm on 20th July 2022
For more information please visit our website
The client requests no contact from agencies or media sales.