Bookkeeper volunteer roles in guildford, surrey

We are seeking a finance volunteer to support our charity’s financial operations. This role offers an excellent opportunity to gain experience in charity finance while contributing to a meaningful cause.

We’re a small charity with an income of around £140,000, which comes from individual donations and grants. While we currently have a part-time bookkeeper and a volunteer finance director, we’d love to have some support with some or all of the following tasks.

What impact will they have?

Your support will help us reach more women seeking mental health support via our 1-1 counselling services.

About the volunteer

Description

We are looking for a volunteer who can support us in creating:

· Monthly management accounts (essential)

· Budget for the year, including forecasting

· Prepping for grants, such as answering questions for elements of grant applications

· Preparing quarterly board reports

· Planning for different financial scenarios and forecasting

· Costing charitable activities

· Has good communication and organisation skills

· Understands the resource constraints of a small charity and is able to work with these.

Skills

· Financial management skills, as listed in the description

· Has relevant charity experience and recognised training qualification, with professional bodies such as ACA (Associate Chartered Accountant) or ACCA (Association of Chartered Certified Accountants).

We are seeking a finance volunteer to support our charity’s financial operations. This role offers an excellent opportunity to gain experience in charity finance while contributing to a meaningful cause.

We’re a small charity with an income of around £140,000, which comes from individual donations and grants. While we currently have a part-time bookkeeper and a volunteer finance director, we’d love to have some support with some or all of the following tasks.

What impact will they have?

Your support will help us reach more women seeking mental health support via our 1-1 counselling services.

About the volunteer

Description

We are looking for a volunteer who can support us in creating:

· Monthly management accounts (essential)

· Budget for the year, including forecasting

· Prepping for grants, such as answering questions for elements of grant applications

· Preparing quarterly board reports

· Planning for different financial scenarios and forecasting

· Costing charitable activities

· Has good communication and organisation skills

· Understands the resource constraints of a small charity and is able to work with these.

Skills

· Financial management skills, as listed in the description

· Has relevant charity experience and recognised training qualification, with professional bodies such as ACA (Associate Chartered Accountant) or ACCA (Association of Chartered Certified Accountants).

We are looking for a Finance Trustee to support the Board by providing an oversight of our affairs, ensuring our financial viability and that proper financial records and procedures are maintained. 

We are a small CIO with 3 part time staff.  Our Finance Trustee will participate in all areas of our governance but take a special interest in the financial  strategy and governance. They will use their sound financial skills & experience to support the Board’s understanding & interpretation & to ensure legislative compliance.

Our payroll is outsourced and we have an external investment portfolio manager.

Our current finance trustee has served their term of office & it is now time to look for their successor.

All meetings except our AGM/annual award event are remote. We need you to be available to attend: 

2 (evening) Board meetings

1 summer (evening) business meeting

3 Finance subcommittee (evening) meetings

1 in person day Board/AGM/Award event

Fundraising sub committee meetings - frequency tbc these will be held remotely in the evenings

The Finance Trustee will adhere to the role description of a trustee & in addition has the following key responsibilities:

• To support the Board to oversee & to ensure appropriate presentation of budgets, accounts, management accounts and financial statements.
• To ensure appropriate presentation of accounts and records, ensuring that financial resources are spent in accordance with the charity’s policies, good governance, legal & regulatory requirements.
• Liaising, where applicable, with the Chair/ other appropriate members of staff & supporting on financial matters
• Supporting the Board to monitor the financial viability of the charity.
• Creating in conjunction with relevant trustees & staff sound financial processes & procedures for the control of the charity’s assets.
• Advising on the financial implications of the charity’s strategic plan.
• Reviewing the annual accounts &, where applicable, liaising with the charity’s external bookkeeper to ensure the accounts are compliant with the current charities’ SORP.
• Ensuring that sound financial management is maintained & ensuring expenditure is in line with the charity’s objects.
• Authorisation of charity expenditure & banking transactions set up on online bank accounts
• Liaison with the fund manager responsible for the charity’s investment portfolio
• Oversight of payroll, HMRC reporting & operation of auto-enrolment pension scheme for staff

This is an exciting time in our growth as we look to grow our governance systems, build on our successes and ensure we are a radical, dynamic organisation rooted in our anti-racist and anti-oppressive values.  We are looking for a new Treasurer for our Trustee board, to join us and help lead and shape the future of the organisation.