Board of trustees treasurer volunteer roles

About 1st Place
1st Place was established in 2005 as part of the Aylesbury Sure Start Programme, shaped by the vision of local children and parents. It was created to be a welcoming and supportive space where families come first—where parents could access the support they need, professionals could collaborate, and services could evolve to better serve the local community.

Families remain at the core of everything 1st Place does today.

The Opportunity
1st Place Children and Parents’ Centre is a respected Family Hub and provider of early years education. Through outreach, nursery provision, and a range of family-focused projects—particularly for children under five—the organisation delivers high-quality, consistent services to the local community.

The Board of Trustees is seeking a new Honorary Treasurer to succeed the outgoing postholder. The Treasurer chairs the Finance & General Purposes Sub-Committee and holds responsibility, on behalf of the Board, for overseeing budgets, internal management accounts, and annual financial statements. The role also ensures that appropriate financial controls and procedures are in place.

The ideal candidate will bring a strong understanding of the voluntary sector, charity governance, finance, and risk management. Strategic thinking, effective communication with trustees and senior managers, and leadership experience are essential. A commitment to dedicating time and energy to the organisation’s mission is vital.

The Ark Gedling is a Christian charity that exists for the prevention and relief of poverty and hardship; it is a UK registered charity and a member of Advice UK. It provides a community café, with a range of activities to support community development and mutual support, which operate in conjunction with advice sessions, so that local people receive expert advice alongside compassionate community support and empowerment. It works in close partnership with other charities and with local churches. We are excited to announce we are recruoting new trustees to support the project into a new phase in our 20-year history.  

We are looking for a dedicated Volunteer Treasurer to join our Board of Trustees and help guide the financial well-being of the charity as we grow and respond to increasing need. Becoming a Treasurer at Shiloh means more than just numbers. You’ll be helping us build stronger futures for some of the most vulnerable people in our community. It’s a chance to use your skills for good and to be part of a dedicated, friendly team.

As Treasurer, you will:

• Work closely with the Board, Chief Executive, and Finance Manager

• Ensure our finances remain sustainable, compliant, and transparent

• Be part of a passionate team committed to lasting change for people affected by homelessness

General Responsibilities of a Trustee

• Ensure the charity focuses on its purpose and all activities align with its aims and objectives

• Comply with the governing document and meet all legal requirements

• Act in the charity’s best interests

• Prepare for meetings, seek advice when needed, and make informed decisions

• Contribute to Shiloh’s strategy and policies, and support and guide the Chief Executive and staff team

Specific Responsibilities of the Treasurer

• Ensure the charity’s financial affairs are legal, constitutional, and in line with accepted accounting practice and Charity Commission guidelines

• Oversee accurate record-keeping and effective financial procedures and controls

• Lead the Finance Sub-Group (with the CEO and Finance Manager) to monitor financial health and report key updates at Board meetings (e.g. income/expenditure, balance sheet, cash flow, reserves)

• Oversee the timely preparation of the annual budget and recommend its adoption to the Board

• Guide trustees in assessing the financial viability of plans, proposals, and feasibility studies

• Ensure financial resources meet both present and future needs

• Maintain a robust overview of financial risks facing the charity

• Oversee the production of financial reports, returns, accounts, and independent examinations

What We’re Looking For

Knowledge and Understanding

• Experience in charity finance and fundraising

• Financial qualifications (desirable)

• Previous Treasurer experience (desirable)

• Trustee board or committee experience

• Knowledge of restricted, unrestricted, and designated funds

• Knowledge of Gift Aid

• Understanding of governance and the voluntary sector

• Awareness of the legal duties, responsibilities, and liabilities of trusteeship

Key Skills and Abilities

• Strong analytical skills to assess proposals and financial implications

• Ability to lead Finance Sub-Group meetings ahead of Board meetings

• Availability to provide occasional ad hoc support to staff on finance-related queries

• Able to build strong relationships and act as an ambassador for Shiloh

• Collaborative team player who values diverse perspectives

Personal Attributes

• Commitment to Shiloh’s vision and values

• Good listener, open to feedback and other perspectives

• Positive, problem-solving attitude

• High integrity and commitment to the Seven Principles of Public Life: selflessness, integrity, objectivity, accountability, openness, honesty, leadership

Who They Are
YMCA Henley, founded in 1857, is a well-established charity and a Registered Provider of Social Housing. The organisation provides affordable housing for young people through 31 self-contained studio apartments and flats. In addition, the “Y-Centre” offers community activities via a purpose-built pavilion, with sporting activities centred mainly on football—at junior level on grass pitches in partnership with local organisations, and at adult level on a floodlit, all-weather playing surface.

The Role
The Honorary Treasurer applies their financial knowledge and experience to work alongside the Finance Manager in overseeing the organisation’s financial affairs. They ensure that all practices are legal, constitutional, and in line with accepted accounting standards.

The role includes ensuring compliance with the requirements of the Charity Commission and the Regulator of Social Housing. This involves reviewing financial reports, returns, and draft statutory accounts prepared by staff.

The Honorary Treasurer chairs meetings of the Finance and Development Committee, which monitors and reports to the Trustee Board on a quarterly basis. They also liaise, where necessary, with the Independent External Financial Examiner to finalise statutory accounts for presentation and approval by the Trustee Board.

A full role description is available, along with a comprehensive induction programme and potential handover.

�� Join Our Mission as Treasurer – Help Rescue Vulnerable Children in Nepal! ��

Are you an accountant looking to use your financial expertise for a powerful cause? We are seeking a passionate Treasurer to join our dedicated board and help transform the lives of vulnerable children in Nepal.

Who We're Looking For: 
✅ Finance professionals - whether formally qualified (AAT, CIMA, ACCA, ACA), part-qualified, or experienced through practice 
✅ Strong analytical skills and ability to translate financial insights into clear, strategic action 
✅ Passion for making a real-world impact through good governance and financial stewardship

✨ Be part of a dynamic, supportive team committed to child protection.
✨ Shape financial strategy for an inspiring international charity
✨ Gain valuable trustee experience with flexible commitments (6 meetings/year + remote tasks).
✨ Potential to visit our life-changing projects in Nepal!

The Honorary Treasurer is a key voluntary post within Mountain Training England and the wider network of related mountaineering organisations. As a member of the Board of Trustees, the Treasurer shares the responsibility for overseeing the management of the organisation and implementing the strategic objectives of its members.

The Treasurer has an oversight role over all aspects of financial management, working closely with other members of the Board of Trustees to safeguard the organisation financially. They act as an informed reference point for the Chair and other Trustees.

Although it is the Treasurer’s responsibility to ensure proper financial records and procedures are maintained, much of this work is delegated to the Finance and Audit Sub-committee and paid staff.

Our annual statement of accounts can be seen at Companies House.

Role of Mountain Training England Treasurer

• The Treasurer oversees the financial matters of Mountain Training England in line with good practice and in accordance with the governing document and legal requirements of the Charities and Companies Acts and reports both quarterly to the Board and to the Members at three Council meetings per year about the financial health of the organisation.
• The Treasurer ensures that effective financial measures, controls and procedures are in place.
• The Treasurer takes the lead on the formulation of policies for finances, reserves and investments.

Specific Responsibilities

• To oversee/verify and present budgets, accounts, management accounts and financial statements to the Board and Members after discussion with the Finance Committee. 
• To ensure that appropriate accounting procedures and controls are in place.
• To ensure that full and accurate accounts and records are kept.
• In conjunction with the Executive Officer maintain sound financial management of MTE’s resources, ensuring expenditure is in line with the charity’s objects.
• To ensure compliance with relevant legislation e.g. Companies and Charity legislation and contractual agreements with external agencies such as funders and statutory bodies

• Chairing the Finance and Audit Committee in line with its terms of reference and reporting back to the Board.
• Present the annual statement of accounts to the Members at the Annual General Meeting.
• To liaise with designated staff about financial matters.
• Advising on the financial implications of MTE’s strategic and operational plan.
• Ensure that the annual accounts are compliant with the current Charities Statement of Recommended Practice.
• Ensure any recommendations of the independent examiner are implemented.
• Contribute to the fundraising strategy of the organisation.
• Advise on reserves policy and investment policy.
• Ensure that there is no conflict between any investment held and the aims and objects of MTE or partner organisations.
• Ensure that MTE has sufficient liquidity to meet its future commitments.

 PERSON SPECIFICATION

ESSENTIAL SKILLS, QUALIFICATIONS EXPERIENCE

Considerable experience as a treasurer of similar sized organisations

Some experience of walking, rock climbing or mountaineering.

OR experience of controlling a budget in a small-to-medium-sized (SME) organisation/business

Have an interest in the development of the Mountain Training awards

Financial accounting and reporting experience

Experience of working with charity or educational body accounts

Recognised accountancy qualification e.g. ICAEW, ACCA, CIPFA, CIMA, AAT etc

DESIRABLE

Knowledge of Charity SORP

An understanding of Equity/Inclusion applicable to financial resources

Commitment

As Treasurer you will chair the Finance & Audit Committee, which meets quarterly. You will also be expected to attend four Board meetings and a minimum of one of three Members’ Council meetings per year.  Attendance at the AGM is expected to present the annual statement of accounts to members.

Occasional attendance at MTUKI Council meetings and Finance Planning Group meetings is required.

Term

Trustees serve for a maximum of three years and are re-elected annually at the Annual General Meeting. At the end of the first three-year term of office Trustees are eligible for re-election for one further term of three years. From time to time the positions of Treasurer, Vice-Chair and Chair become subject to renewal. The Trustees nominate these positions from the Board and the Council votes to approve them at the AGM.

Expenses

Reasonable travel, parking and subsistence expenses are paid to Trustees, in line with MTE expenses policy.

Volunteer Opportunity: Board Treasurer

Do you have financial expertise and want to make a difference? The Global Alliance of Impact Lawyers (GAIL) is looking for a volunteer Treasurer to join our Board of Directors.

We’re a global network of lawyers working to use the law as a force for good, working with businesses and investors to have a positive impact on people and the planet. To help us grow and thrive, we need a Treasurer who can:

• Oversee our finances and keep us sustainable
   

• Ensure we meet charity requirements in England and Wales
   

• Support our team with budgets, reporting, and good financial practice
   

The Treasurer will play a vital role in guiding  our Trustees in overseeing our finances and helping us succeed. We’re looking for someone who is a qualified accountant, understands UK charity finance, and is willing to give a few hours a month to support our mission.

This is a great opportunity to put your skills to use in a meaningful way, work with an inspiring international team, and help shape a fairer, more sustainable future.

Please be sure to include a CV and a short statement of interest in your appplication.

We are seeking a new Chair to provide strategic leadership at a time when demand for our advice services is at an all-time high. Help shape our vision, champion our mission, and make a tangible difference in the lives of those facing challenges.

About Citizens Advice East Berkshire
Citizens Advice East Berkshire offers crucial help and advice when people need it most. No one but Citizens Advice sees so many people with so many different kinds of problems, and that gives us a unique insight into the challenges people are facing today. 

What will you be doing?
We are at an important stage in our development and we are seeking a new Chair to replace our current Chair who will be standing down as her term finishes. We have ambitious plans for our future and we are looking for a Chair who can help drive our mission forward.

Building on our successes to date, we want a new Chair to lead us through the next exciting phase of our journey. You will have a strong background and track record of providing leadership at board and/or senior executive level and will have a passion for supporting people facing tough life challenges. You should have the judgement and vision to operate effectively at strategic level and you should demonstrate the skills and expertise to help drive our mission forward. We are looking for someone with 3 years+ professional experience in one of the fields of Fundraising strategy, Governance, Operations management or Advice / Advocacy. 

We are looking for someone who has:

• Experience of operating at a senior strategic leadership level within an organisation
• Successful track record of achievement through their career
• Experience of charity governance and working with or as part of a Board of Trustees
• Passion for supporting people facing tough life challenges
• Ideally has served as a Chair or Vice Chair and is familiar with leading a Board

What are we looking for?

You’ll need to:

• Understand the type of work undertaken by a local Citizens Advice and the Citizens Advice network
• Understand and accept the responsibilities and liabilities of a trustee
• Be non-judgmental and respect views, values and cultures that are different to your own
• Have a good basis of leadership skills (and preferably you have served within a Board, ideally as Chair or Vice Chair or led a Committee)
• Have the ability to facilitate and lead meetings
• Have good interpersonal skills
• Have good listening, verbal and written communication skills
• Be able to exercise good independent judgment
• Have good numeracy skills to understand accounts with the support of the treasurer
• Be willing to learn about and follow the Citizens Advice aims, principles and policies, including confidentiality and data protection
• Be willing to undertake mandatory training in your role
• Line manage and support the Chief Executive Officer

What difference will you make?
Citizens Advice East Berkshire makes transformational differences to people who need support when facing life crises. As Chair you will play a significant part in ensuring we are able to expand and grown our services to make a significant difference to many more individuals and families. 

TREASURER (TRUSTEE)

Every 6 minutes someone learns that they are losing their sight. Every five hours, a baby is born with sight problems. In these moments, two profound questions emerge:

• Can this be stopped?

• How do I (or my child) live this life?

Our charity exists to address both questions. We are the only significant national funder with the efficiency, capability, and capacity to increase investment in medical research and social improvement. Together we can mitigate both the prevalence and impact of sight loss. We have a clear ambition – to save sight and to change lives.

We are now seeking a new Treasurer. This is an exciting point for us, and our new Treasurer will be central in enabling us to achieve our ambition.

We have a clear focus and vision, as well as a strong Board and senior leadership team, all of whom are ambitious for the potential impact we can make. We do not want this opportunity to pass us by and that’s what makes this such an important and exciting role for the right person.

As a trustee, you will have the opportunity to steer the course of our charity and our sector, shaping our strategies, and advocating for meaningful change. You will be help us be a driving force behind world leading research into sight loss prevention, and transformative initiatives that enhance the quality of life for countless individuals.

If you want to be part of something that will really make a difference, we’d love to hear from you.

“I extend a heartfelt invitation to those who share our commitment to making a profound difference in the lives of individuals affected by sight loss. Our journey towards a future where eye diseases are prevented and the challenges faced by the visually impaired are overcome requires the collective effort of dedicated individuals. We are seeking trustees who are not only passionate advocates for our cause but also possess the vision, expertise, and dedication to guide and govern our organisation. Your unique perspectives and skills will play a pivotal role in shaping and defining our impact for years to come.”

Dr Heather Giles, Chair

ABOUT US

Our single, unifying mission is to save sight and change lives.

It is a mission that reflects two urgent questions everyone faces when they receive a diagnosis of sight loss: ‘How do I stop this?’ and ‘How do I live my life?’

Answering these questions guides our strategy as we progress a five-year plan with solid and lofty aspirations.

Our principal role is as a grant-maker. We award grants to the scientific community that could lead to scientific breakthroughs and treatments to stop eye diseases from progressing. In the future, we believe research can prevent people from losing sight and reverse sight loss. We invest to advance treatments that will cure eye disease and protect and grow the community of world-class scientists, technologists, and data scientists who can deliver tomorrow’s breakthroughs.

We have funded innovations that directly impact people who are blind or partially sighted, from music classes for children to projects that take eye tests into at-risk communities. We invest in programmes, organisations and activities that deliver equity for and with blind and visually impaired people.

OUR FINANCES

The charity is in a strong position financially, with a high level of reserves that we intend to draw down over the coming years as we focus on investing in sustainable growth and increasing our impact. Compared to many charities, we have well diversified income streams, predictable costs, and are in the fortunate position to hold a sizable portfolio of investments. Our plans for the short and medium term are to invest in our income generation infrastructure, and to significantly increase the amounts of funding we can put to our charitable purpose.

ROLE DESCRIPTION

As the most senior leaders in our charity, trustees play a pivotal role in guiding our strategic direction, amplifying our impact, and ensuring the fulfilment of our mission to save sight and change lives. You will serve on the main board and will also chair our Finance, Audit, Risk & Resources (FARR) committee.

MAIN RESPONSIBILITIES

Strategic Leadership & Planning

- Provide leadership and strategic guidance to the charity, aligning efforts with the mission and values of the organisation.

- Collaborate with the board, executive team, and stakeholders to develop and implement long-term strategies that advance the charity’s impact and sustainability.

Governance

- Ensure effective governance, decision-making, and compliance with legal and ethical standards.

- Work closely with board members, fostering a culture of transparency, accountability, collaboration and open communication, harnessing different views and opinions.

Engagement

- Represent the charity at public events and networking opportunities to promote our mission and raise awareness about our cause.

Evaluation and Accountability

- Collaborate with the board to evaluate performance, ensuring alignment with the charity’s goals and objectives.

- Ensure the charity is accountable to donors and beneficiaries, that is financially robust and sustainable, and that is effective risk management in place.

Key Responsibilities of the Treasurer

- Chair the Finance, Audit, Risk & Resources Committee, ensuring effective scrutiny and oversight.

- Provide strategic financial leadership and ensure that appropriate financial controls and risk management frameworks are in place.

- Ensure compliance with statutory reporting and regulatory requirements in partnership with the executive.

- Act as a trusted advisor to the Chief Financial Officer and offer guidance to fellow trustees on financial matters.

PERSON SPECIFICATION

Specialist experience

We are particularly interested in candidates who have:

- A recognised financial qualification (e.g. ACA, ACCA, CIMA or equivalent)

- Experience of senior financial leadership – ideally as a CFO, COO, FD, or equivalent

- A sound understanding of finance, audit, and investment management

General attributes

Knowledge & experience

- An understanding of governance, and experience on a committee or board.

Skills & abilities

- Strategic thinking and the ability to contribute to long-term planning and vision to deliver impact.

- Exceptional interpersonal and communication skills, with the ability to engage diverse audiences.

- Entrepreneurial instincts and a healthy understanding of risk balanced with ambition using sound judgement.

Styles & behaviours

- High ethical standards and commitment to upholding the charity’s values, as well as a passion for advocating on behalf of individuals with, or at risk of, sight loss.

- Collaborative, highly inclusive, fostering trust and valuing difference perspectives.

- Solution-focused, with an ability to see the big picture and be pragmatic.

TERMS OF APPOINTMENT

Remuneration 

This role is not accompanied by any financial remuneration, although reasonable expenses may be claimed.

Time commitment

While the exact time commitment may vary based on the charity’s needs and priorities, we anticipate the following general expectations:

- A minimum of four Board meetings per year

- A minimum of four subcommittee meetings per year

- Preparation for meetings, review of materials, and other trustee engagement as appropriate.

- Annual strategy day with full Board and executive team.

- Meetings with members of the executive leadership team as appropriate.

- Representing the charity at high profile events, functions and public engagements to enhance its reputation and partnerships.

Location

At present Board meetings are held in central London. Subcommittee meetings are held remotely.

HOW TO APPLY

If you have questions about the role and would find it helpful to have an informal conversation, please contact us at our trustee recruitment inbox and we will be happy to arrange a call.

To make an application, please send your CV and a supporting statement (max two pages) to our trustee recruitment inbox outlining your motivation for applying and how you meet the attributes outlined in the personal specification.

We hope you will consider making an application. Together, we can achieve extraordinary things.

Recovery Partners are a small user-led mental health charity working across East Sussex. All of our staff have lived experience of mental health challenges. Our Peer Support Specialists are trained, employed and supported to inspire others in wellbeing and recovery. We offer services to individuals and groups.

We are at an exciting and pivotal stage in our journey. As we grow and strengthen our peer support approach within our communities, we are looking to welcome a Treasurer onto our Board. 

What will you be doing?

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of Recovery Partner’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation. 

Time commitment estimated at 8 - 12 hours per month

What are we looking for?

We are looking for a finance professional who’s willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our Board. Ideally, applicants will have lived experience of a mental health issue or disability. Whilst 100% of our staff have this we wish to remain a disabled people led organisation at board level also. 

What difference will you make?

Recovery Partners is more than a service — it is part of a movement for change in mental health and recovery services, led by people who’ve been there. 

As a Treasurer, you will help us: 

· Champion the voice of lived/living experience 

· Strengthen our governance and strategic planning 

· Ensure the long-term sustainability and impact of our work 

· Uphold our values of compassion, inclusion, and empowerment

Overview of the role

Uttlesford Foodbank are seeking someone with financial experience to join the board as a trustee, who will be able to lead on financial matters, ensuring we meet our financial obligations and help us build a sound financial strategy as we move forward. This role involves leading on the financial affairs of the food bank and ensuring that they are conducted within the required legal, accounting, and good practice frameworks.

Responsibilities

As a trustee you will share collective responsibility for the governance of the food bank and all decisions made by the board, ensuring the organisation is well run, fulfils its mission, is compliant with charity law and that the charity is open and accountable. It is also the responsibility of the treasurer to work in partnership with the chairperson and other trustees to ensure the financial viability and development of the organisation.

Key tasks:

• ensure the Board of Trustees fulfils its financial responsibilities
• ensure that the food bank has proper systems for budgeting, financial control, insurance and reporting
• ensure that financial reports: are comprehensible and properly discussed at trustee board meetings; are provided in the proper format and at the proper time, as required by the relevant charity regulator body (Charity Commission of England & Wales); have properly appointed auditors or independent examiners

Other responsibilities, along with the board of trustees, include:

• to approve, support, and guide the charity’s purpose, vision, strategy, goals and objectives
• to manage the charity’s resources responsibly, including ensuring the charity’s assets are used only to carry out its purpose, avoid undue risk, and not over-commit the charity
• to ensure the effective and efficient administration of the charity, responding to changes in the local community as appropriate to ensure that key risks are identified, monitored, and controlled appropriately
• to ensure appropriate financial plans are in place, budgets are monitored, and progress is evaluated
• to review and approve financial statements
• to help promote the organisation to key stakeholders and beneficiaries
• to ensure the charity has appropriate procedures to comply with current legislation and good practice, including employment, health and safety, equity, diversity and inclusion, safeguarding, and GDPR compliance/data protection
• to prepare for and regularly attend and participate in board and subcommittee meetings and any trustee away days.

About you

• a knowledge of and commitment to the work of the Uttlesford Foodbank
• previous experience or an ability in: financial accounting and reporting procedures; communicating financial information to those who may have little or no financial background; keeping financial records up to date.
• A knowledge and passion for your local community
• Excellent communication and collaboration skills
• Willingness to actively participate in discussions concerning needs of the foodbank’s beneficiaries, staff, and the trustee board
• Willingness to act in the best interest of the charity
• Sound, independent judgement and ability to think creatively
• Working effectively as a team member and demonstrating a willingness to learn and develop

Benefits of volunteering

• feeling you are making a difference whilst volunteering with us
• meeting new people and being part of a motivated team who share a passion to eradicate poverty in our community
• building a movement of change with our volunteers, staff, and the people who use our food bank
• bringing our staff, volunteers, and trustees together to achieve our vision
• gaining a greater insight and understanding of local agencies and partnerships

This role would be ideal for an early- or mid-career financial professional who is looking to broaden their range of skills and experiences within a friendly, welcoming, charity setting.

Impact of your role

By leading on the financial matters of the food bank operation, you are part of providing a vital holistic support function in your local community, ensuring a dignified experience to anyone visiting, or anyone who comes into contact with, Uttlesford Foodbank.

Support

A full trustee induction is in place to support the prospective candidate within their role, as well as access to local voluntary action trustee training.

The Sleep Charity is an ambitious, award winning organisation based in Doncaster with a national coverage.  We are actively recruiting for an experienced financial professional to take over the role of Treasurer.  We are seeking a motivated team member who is a strategic thinker and has a deep commitment to our mission. 

We are looking for somebody with accountancy and financial leadership skills.  Experience of charity governance is desirable but not essential.  We need you to be able to communicate financial information effectively to those of us who are not financial experts.  You should have sound judgement and be willing to speak up in the best interest of the charity. 

We are entering a pivotal phase in our strategic development and the Treasurer will provide a key role in ensuring financial oversight and contributing to our success.  You will act as a sounding board for the CEO and Finance Manager, providing challenge and support.  

Sleep issues can lead people into crisis, your support can help us to make a significant difference to preventing sleep issues and offering the help that people need when they do exist.  This can be life changing for many of our beneficiaries. 

Your values will align with ours and you will be committed to our vision. A team player who wants to make a difference is what we are looking for. We are passionate about inclusivity and encourage applications from people of all backgrounds.

We are seeking a volunteer Trustee and Treasurer to help us manage the iconic Winterbourne Medieval Barn. You will join an experienced Board of Trustees who have developed activites to create a successful Community and Heritage Centre.

We run a programme of events for the benefit of the local community, as well as offering commercial hire  opportunities. The activities are  largely volunteer run and are supported by three part time staff. Our aim is to use this magnificent building for the benefit of all visitors and it ensure that it is preserved and managed so that it will continue to  inspire people for many generations.

As a Trustee and Treasurer you will use your skills and experience to ensure that the charity is run in a way that is responsible, effective and meets its legal and statutory requirements.

What Are we Looking For?

We are looking for someone with:

•  Knowledge and experience of finance practice relevant to voluntary and community organisations 
• Knowledge of bookkeeping and financial management 
• Good financial analysis skills 
• Ability to communicate clearly.

The main elements of the role are:

Summary

•  Oversee the financial affairs of WMBT and ensure they are legal, constitutional and within accepted accounting practice 
• ·As part of routine financial control ensure proper records are kept and that effective financial policies and procedures are in place 
• Monitor and report on the financial health of WMBT 
• Oversee the production of necessary financial reports/returns and accounts 
• Chair the Finance committee. 

Specifically 

•  Ensuring that finance systems and processes which support the Financial Procedures Manual policies are set up, documented and implemented
• Ensuring that sufficient records are maintained to show and explain WMBT’s transactions, in order to disclose accurately, the financial position of WMBT at any time 
• Managing the budgeting process for the annual budget 
• Presenting financial reports at each Trustees’ meeting which give the Board of Trustees an understanding of WMBT’s overall finances, and giving advice and information to support decision making 
• Liaising with the independent examiner to produce the statutory accounts.
• Provision of overall management of the Trusts’s bank accounts 

What are we looking for?

We are looking for someone with:

•  Knowledge and experience of finance practice relevant to voluntary and community organisations 
• Knowledge of bookkeeping and financial management 
• Good financial analysis skills 
• Ability to communicate clearly.

What difference will you make?

The continued success of the Trust depends on the maintenance of  strong financial support to ensure that the building is maintained and managed in an appropriate manner. The business plan requires a mix of heritage and commercial activities to achieve this and to ensure that the Trust continues to serve the community.

What is involved

Much of the role can be performed remotely, but there will be a requirement to attend 8 meetings a year at Winterbourne (4 Finance Committee meetings and 4 Board of Trustee meetings)

We are currently recruiting for new Trustees to join Stepping Stones, a fantastic member led organisation who provide a range of mental health support services to people in West Dunbartonshire, Scotland, who have mild to moderate mental health conditions.  The role of a Trustee is one where the Board have responsibility and overall governance of the organisation. Being a Trustee requires commitment and engagement. It is a wonderful opportunity to use your skills and experience to help shape the organisation, support people, and contribute to our strategies.

We are particularly interested in welcoming Stepping Stones service members, or those from a relevant charity or mental health background, and young people, onto our Board to help us with fresh perspectives and energy into our planning. If you have no previous Board experience, that's okay as training is provided, we have a mix of skills, experiences and perspectives. Becoming a Trustee can offer a rewarding personal and professional development experience.

Trustees meet every 6 weeks for Board meetings, they also attend the AGM and charity events and training. Whilst the preference of the Board is to meet in person, there is flexibility to attend virtual meetings when required.

Please have a look at our website to read our Trustee Recruitment pack, you can gather an overview of who we are, the impact our work has, and the role available. 

If you are inspired to apply for a Trustee role with Stepping Stones,  your first step is  to make an Informal enquiry, please do reach out by calling on the telephone (number avialable on our website)

If formally applying please send a letter of interest, along with your CV  (Optional) via Email (adress on website)

Or

Post: Stepping Stones, Ground Floor, Social Economy Centre, 63 Kilbowie Road, Clydebank, G81 1BL

Closing date October 10th

Trustee vacancies will be advertised in line with our equality, diversity and inclusion recruitment policies. Any successful applications will be contacted for an interview by the Board. All applications from Service Members will receive feedback. Thank you for your interest in wishing to join us, we look forward to hearing from you. 

Trustees are Volunteers, this is an unpaid role, but reasonable travel costs or expenses are paid.