Business finance manager volunteer volunteer roles

Migrateful is looking for new Trustees to help guide our next chapter! Migrateful runs cookery classes in London and Bristol led by refugees and migrants to support them on their journey to integration & employment.

Trustees play a vital role in setting strategic direction, strengthening governance and acting as critical friends to the executive team, ensuring Migrateful continues to deliver high quality, impactful work in line with its charitable purpose.

We are currently looking for a trustee with a strong local network in Bristol to support the organisation’s growth and profile in the city. This trustee will work closely with the CEO and the Business Development and Operations Manager in Bristol to help build strategic partnerships and opportunities. They will also contribute to the Business Development, Marketing and Sales Subcommittee, which meets twice a year.

Trustees play a pivotal role in ensuring Migrateful can continue to grow and deliver meaningful impact for migrant and refugee communities. They will help support the continued expansion of our cookery class programme, which provides vital training, employment and integration opportunities, and a platform for migrant-led cultural exchange.

For more information please see our trustee recruitment pack.

Dancers’ Career Development (DCD) is the national charity that enables and empowers dancers to thrive professionally and personally leading up to and beyond their performance careers.

We are seeking a new Co-opted Committee Member with finance expertise and an interest in dance to join our welcoming and experienced Finance, Audit & Risk Sub-Committee of the Board of Trustees. Our ideal candidate will have a good understanding of the requirements of charity governance and risk.

For full details, including how to apply, please download the role information pack from our website. 

Application deadline: Monday 9 February 2026.

We are seeking someone who has experience of being a Treasurer or Finance, Audit & Risk Committee Member (preferably in the charity sector) and has a good understanding of the requirements of charity accounting and governance.

If you are excited by this opportunity and resonate with DCD’s values, please get in touch; we would love to hear from you.

Trustee and Treasurer
Rainbow Migration, the longest-running UK charity dedicated to supporting LGBTQI+ people through the asylum and immigration system, is seeking a trustee who will also serve as the organisation’s Treasurer.

We are looking for someone who is passionate about our vision that LGBTQI+ people can settle in the UK and lead fulfilling lives, and our mission to support LGBTQI+ people through the asylum and immigration system and influence policy and practice.

At Rainbow Migration, we don’t just accept difference – we celebrate it, we support it, and we thrive on it. We particularly encourage applications from people who have sought asylum on the basis of their sexual orientation, gender identity, gender expression or sex characteristics.

The role of trustees and the Treasurer

Being a trustee is a rewarding role. Trustees are volunteers who bring their expertise to shape our strategy and direction, and help ensure we remain an authoritative organisation on LGBTQI+ asylum and immigration. They have overall legal responsibility for the charity, make sure our finances and resources are well used to implement our mission, and are required to participate fully in the governance of the charity. Trustees also play a role as ambassadors for the organisation and our work.

The Treasurer takes a lead role in ensuring Rainbow Migration’s financial affairs  are conducted within legal requirements, accounting conventions and good practice to ensure the financial viability and sustainable development of the organisation. A detailed role description for the role of Treasurer is appended.

Time commitment

We are looking for people who can commit to being a trustee for at least three years.

Trustees meet on a weekday evening five times per year. Meetings are usually held on Zoom except in December when we meet in person in London.

Preparation for the meetings involves a time commitment of two to four hours for detailed reading of papers, which are provided several days in advance.

The Treasurer also chairs the Finance Subcommittee, which meets on a weekday evening at the end of each quarter. The present Treasurer prepares the primary financial statements and notes, from the underlying accounting records at the year-end, for inclusion in the Annual Report and Accounts; the successful candidate will need to decide whether to continue with this approach or if there is a suitable alternative.

Key responsibilities

Financial oversight:

• Support the Trustee Board to maintain a clear and timely picture of the financial health of the organisation
• Ensure the Trustee Board and management team fulfil all required fiduciary and regulatory responsibilities
• Keep up to date on developments in charity finance regulations and best practice
• Chair the Finance Subcommittee to oversee Rainbow Migration’s financial management, ensuring robust processes and controls are in place
• Ensure the committee develops a long-term financial strategy (including a reserves policy) for the organisation, with objectives which can be monitored
• Advise the Board on financial strategy, risk management and resource allocation
• Support the Executive Director and Operations and Office Manager to develop and improve financial policies and procedures
• Work with the Executive Director, Operations and Office Manager and Fundraising Manager to monitor budgets, cash flow and financial performance
• Oversee the production of clear and accessible financial reports to the Board and its sub-committees by Rainbow Migration staff, and lead discussions during meetings

Reporting:

• Ensure regular financial reports (i.e. management accounts, annual budgets, cash flow projections, etc) are accurate, comprehensible, timely, correctly formatted, and properly discussed and understood by the Trustee Board (as required by law)
• Ensure the timely preparation of annual accounts in accordance with charity regulations (UK SORP)
• Oversee the appointment of the Independent Examiner or auditors and provide overall oversight of the annual examination or audit process

Systems and controls:

• Ensure the charity has proper systems in place for budgeting, financial control, insurance, and reporting
• Ensure compliance with all HMRC tax requirements, as appropriate

Join Taunton Brewhouse Board as Finance Trustee, develop skills in charity finance and support us in bringing entertainment and culture to our community.

Having grown substantially over the past 12 years, we are moving into a new era of development.   This includes and celebrates the 50th anniversary of the founding of the theatre which takes place in 2027.

Our current Trustee for Finance retires shortly, and we seek a new Finance/Director to take forward this key area.

As Trustee responsible for Finance, you will have specific responsibilities for

• providing financial guidance to the Board on matters put before it
• chairing quarterly meeting of the F&GP Committee
• oversight of financial management through monthly meetings with senior finance team
• liasing with professional advisers as necessary

You will share with other trustees the regular responsibilities for all:

• agree strategy and goals for the charity and Taunton Brewhouse
• appoint and set salarie for senior management
• give oversight and support to management
• ensure due diligence in regulatory matters including safe-guarding
• pay attention to financial management
• ensure a robust approach to the management of risk.

Apart from time commitments indicated for Finance, the Board meets quarterly on Monday evenings with other meetings as necessary (sometimes on line).  There is an annual 'away-day' for trustees and the AGM which takes place in November.

At DAR we care passionately that everyone who seeks sanctuary in the UK deserves to be welcomed, treated with dignity and supported to rebuild their lives in the UK.  Our 65 volunteers provide that support through teaching English, helping them get to know Darlington, chatting, listening, fundraising and assisting with the running of our charity.  Our Board of Trustees are a dedicated group of people of diverse backgrounds who are now seeking a Leader to take DAR to the next step in its development.

This is a strategic leadership role, with responsibility for leading the Trustee Board in its role of supporting our Executive Team, ensuring effective governance and compliance.  We're looking for an engaging, inclusive leader with the energy and enthusiasm to encourage, inspire and enthuse our team.

The Africa Health Organisation (AHO) seeks to engage in bidding and tendering to deliver health and social care services effectively.  Our goal is to ensure sustainability and positively impact the lives of more people.  We want assistance in developing an ambitious strategy.

What will you be doing?

We are excited to announce an incredible opportunity for a talented Bid Manager to join our passionate team at the Africa Health Organisation (AHO)!  Since 1999, we've been dedicated to delivering health and social care to millions across Africa and the Diaspora, and now we're ready to further elevate our impact.

This year, we're embarking on a mission to broaden our funding strategy by incorporating bid and tender opportunities.  Our goal is to engage with governments in Africa and the UK, the public sector, and the public, providing essential, practical, and emotional support to those facing chronic conditions.  We need a visionary like you to help us achieve our goals.

We're seeking a dynamic, experienced Bid Manager to develop and execute a winning strategy to secure the necessary financial backing.  There are numerous exciting possibilities ahead, including central government tenders, local and statutory opportunities.  We're eager to explore them all.

In this pivotal role, you'll plan and execute our bids and tender writing efforts, ensuring that our bid proposals not only shine but also come to life in meaningful ways.  If you're a bid writer who thrives on creativity and collaboration, we want to hear from you!  Additionally, you'll have the opportunity to inspire and mentor volunteers within our bid and tender team, making a positive impact together.  Join us on this exciting journey!

Key Duties and Responsibilities

The Role Description:

Bid Management: Lead and manage the entire bid and tender process, ensuring submissions meet deadlines and align with client requirements across the UK & Ireland.

Proposal Development: Collaborate with internal stakeholders to develop tailored, high-quality, and persuasive proposals that align with our value proposition.

Stakeholder Engagement: Work closely with sales, operations, legal, and clinical teams to gather critical input and ensure accurate, compliant, and compelling submissions.

Market Analysis: Stay informed on market trends, tender opportunities, and competitor activity to identify and secure strategic opportunities.

Compliance: Ensure all submissions adhere to company standards, client specifications, and relevant regulatory requirements.

Process Improvement: Continuously refine bid processes, content libraries, templates, and tools to enhance efficiency and effectiveness.

Post-Submission Activities: Manage debrief processes and gather feedback to inform future submissions.

Key Duties and Responsibilities:

• Lead AHO bids: Manage the whole bid process with a hands-on approach.
• Create strong responses: Tailor solutions that clearly show our value.
• Support growth: Work with Business Development and Marketing to boost propositions.
• Drive best practice: Lead bid qualification, governance, and reviews.
• User-focused: Understand needs and clearly present our solutions.
• Know the landscape: Medical, research industries, and opportunities.
• Know our strengths: Stay sharp on our services and competitors.
• Seal the deal: Coordinate smooth contract closures.
• Stay tidy: Keep the bid library updated and accessible.
• Keep comms clear: Align stakeholders throughout the process.
• Stay compliant: Follow governance and secure approvals.
• Push for quality: Lead reviews to ensure high-standard submissions.
• Maintain the opportunity pipeline: utilising CRM and creating reports for management.
• Taking the lead on other business development activities, such as award submissions, whitepapers, and sales collateral.
• Supporting every stage of the sales funnel: by working closely with marketing, sales, implementation, and operations teams.

What are we looking for?

Person Specification: What You'll Bring:

• At least two years of proven experience in bid and tender management, preferably within the healthcare (NHS & private), medical, or technology sectors.
• End-to-end bid management experience: A minimum of 4 years' experience leading the whole bid process.
• Preferred qualifications include a degree in Business, Communication, Marketing, Creative Writing, English or equivalent.
• APMP Certification is also desirable.
• Sector versatility: Experience with both public- and private-sector bids in the medical, biotech, biomed, health, and social sectors is preferred.
• Industry knowledge: Understanding of contact centres and/or customer experience is essential.
• Commercial acumen: Strong business sense, negotiation skills, and a hands-on approach.
• Resilience under pressure: Able to thrive in a fast-paced environment and meet tight deadlines.
• Detail orientation: High attention to detail to ensure quality and accuracy.
• Growth mindset: Self-motivated, proactive, and focused on continuous improvement.
• Strong communicator: Confident and articulate, with the ability to build trusted relationships across stakeholders.
• Time management: Skilled at prioritising tasks and managing competing deadlines.

What difference will you make?

In this exciting role, you will lead the strategic process for winning new business through competitive bids, tenders, and proposals, ultimately elevating AHO's success. Your specialised knowledge will enhance our win rates and maximise revenue by bringing clarity, quality, and coordination to what can be a complex and high-stakes journey. impact

Your primary mission is to boost AHO's tender win rates and strengthen our strategic advantage.  By diligently overseeing each step of the bidding process—from initial evaluation to final submission—you will significantly improve the quality and persuasion of our proposals, directly increasing our chances of securing valuable contracts.

You'll provide key insights to help AHO target the most promising opportunities by implementing a thoughtful "bid/no-bid" process.  This approach will ensure we focus only on lucrative and winnable contracts that closely align with our strategic goals, ultimately saving time and resources and allowing us to prioritise high-potential projects.

In this role, you will orchestrate a well-coordinated process that drives operational efficiency.  As the central point of contact, you will gather input from diverse internal teams—sales, finance, legal, and technical—ensuring everyone collaborates smoothly to meet critical deadlines.

As a leader, you'll elevate the quality of our bid content.  By overseeing the creation of compelling, polished materials, you'll ensure our final submissions are professional, cohesive, and error-free. You will utilise a centralised content library containing valuable resources, such as case studies and CVs, to streamline efforts and enhance our proposals.

You will keep projects on track by developing detailed project plans and timelines, ensuring all tasks are completed on time—especially critical in the fast-paced environment of tender submissions.  Your effective management will ease colleagues' workloads, allowing the entire team to shine.

To foster long-term business growth, you'll create a wealth of knowledge around our tenders and bids. By conducting insightful post-submission debriefs and analysing feedback, you will capture invaluable lessons from both successes and setbacks.  This ongoing improvement process will enhance our bidding capabilities for future opportunities.

You also have the opportunity to enhance AHO's brand reputation by submitting well-organised, accurate, and compliant bids.  By doing so, you'll showcase our professionalism and reliability to clients, building trust and solidifying our credible standing in the market.

Strategic alignment is vital for sustaining consistent, stable business growth.  Together, we can make a remarkable impact on development.

Trustee Opportunity at Citizens Advice
Citizens Advice South Lincolnshire is seeking new trustees to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you’d join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Prior Board experience is not required.

We welcome expertise in digital media, finance, fundraising, HR, IT, law, marketing, PR, risk management, senior management, local government, or strategy.

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have six core skills:

● Insight into the organisation: considering CASL’s objects and its public benefit strategically

● Challenging constructively: clarifying facts; stimulating thought

● Analysing issues: being objective; evaluating risks; using evidence; planning ahead

● Weighing up opinions: using evidence; balancing long- and shortterm; prioritising value

● Interpersonal skills: communicating clearly; listening actively; supporting a healthy culture

● Confidence and self-awareness: collaborating with others; treating everyone with respect.

The Board also values specialist skills as assets among its members:

● experience or qualifications in:

 ‣ business or charity leadership

 ‣ equity, diversity and inclusion

 ‣ facilitation

 ‣ finance and accountancy

 ‣ human resources

 ‣ IT, AI or digital media

‣ law or governance

‣ local government

‣ marketing, PR or communications

‣ risk management, or

‣ strategy development

● past experience as a client or service user of this (or a similar) organisation

● a track record of charitable fundraising, or

● being an effective chair. 

Finally, competent trustees should have these six personal qualities to some extent, and demonstrate them in their behaviours:

● Committed - motivated, dedicated, persevering; plays an active role.

● Responsible - accountable, independent, reliable; accepts collective responsibility.

● Trustworthy - ethical, principled; is a critical friend and focuses on continuous improvement.

● Collaborative - team-oriented, approachable; builds relationships and seeks consensus.

● Confident - independent; contributes constructively and expresses opinions courageously.

● Thoughtful - curious, adaptable, open-minded; appropriately challenges the status quo

Migrateful is looking for new Trustees to help guide our next chapter! Migrateful runs cookery classes in London and Bristol led by refugees and migrants to support them on their journey to integration & employment.
 

Trustees play a vital role in setting strategic direction, strengthening governance and acting as critical friends to the executive team, ensuring Migrateful continues to deliver high quality, impactful work in line with its charitable purpose.

We are currently looking for a trustee with financial qualifications and experience, ideally including charity finance and fundraising, who will support the Finance and Risk Subcommittee. This includes overseeing budgets, monitoring financial performance, reviewing financial and operational risks, and providing assurance on internal control systems to support financial decision-making.

Trustees will play a pivotal role in ensuring Migrateful can continue to grow and deliver meaningful impact for migrant and refugee communities. They will help support the continued expansion of our cookery class programme, which provides vital training, employment and integration opportunities and a platform for migrant-led cultural exchange. 

For more information please see our trustee recruitment pack. 

JOB PURPOSE:

To support the accuracy and integrity of financial data by maintaining reliable donation records and assisting with financial reporting. The Volunteer Finance Data Associate ensures all financial information entered into the accounting system is complete, consistent, and correctly recorded, enabling accurate reporting and effective financial oversight across the CIC.

About the Role

The Volunteer Finance Data Associate focuses on data accuracy, donation records, and financial reporting support. The role ensures that all financial information entering the accounting system is complete, consistent, and reliable, supporting high-quality reporting and sound financial oversight across the CIC.

Experience Qualification and Requirements

Essential Technical Competencies

• Completed a qualification in Accounting, Finance, Economics, Business, or a related discipline OR equivalent practical experience.
• Comfortable working with numbers, spreadsheets, and structured financial data.
• Basic understanding of accounting or finance systems and how financial data flows between them.
• Familiarity with accounting software or a strong willingness and ability to learn new systems quickly.
• High attention to detail with strong logical and analytical thinking skills.
• Process-driven approach with the ability to follow data standards consistently.
• Strong sense of ethics, confidentiality, and responsibility when handling financial and donor information.

Desirable Competencies

• Experience supporting finance or data processes within non-profit, CIC, or purpose-led organisations.
• Exposure to donation tracking, income reporting, or reconciliation activities.
• Experience working with shared digital systems or multi-stakeholder data environments.
• Familiarity with internal reporting, summaries, or basic dashboards.

Qualifications

• Formal qualifications: Not strictly required.
• Education background: Accounting, Finance, Economics, Business, or related fields desirable.
• Professional experience: Equivalent voluntary or practical experience accepted and valued.
• Data protection or finance governance training: Required once in post (training can be provided).

Main Responsibilities/ Key Duties

• Maintain accurate and up-to-date donation and financial data across finance and reporting systems.
• Support regular data checks between payment platforms, CRM systems, and accounting software to ensure consistency.
• Assist with generating basic donation, income, and trend reports for internal use.
• Identify missing data, inconsistencies, duplicate entries, or anomalies and report them clearly to the Lead Financial Accountant.
• Support the preparation of internal finance dashboards, summaries, and structured data outputs.
• Maintain organised and well-structured digital records in line with CIC data governance and documentation standards.
• Follow established processes for data entry, validation, and version control.
• Work under the guidance of the Lead Financial Accountant to improve data quality and reporting accuracy.
• Handle all financial data with confidentiality, care, and ethical responsibility.

You must:

• Be aligned with the CIC’s mission, values, and ethical, anti-capitalist stance.
• Be willing to commit at a founding level during the unpaid build phase of the organisation.
• Be comfortable working with evolving or incomplete financial and data systems and helping to build structure, clarity, and reliable processes.
• Be able to work responsibly with sensitive financial, donor, and operational data.
• Be comfortable collaborating across multiple teams, including Finance, Operations, Fundraising, and Leadership.
• Be able to follow defined guidance, policies, and data controls while applying sound judgement where systems are still developing.

You should bring experience in some of the following:

• Supporting finance, accounting, or data processes within small organisations or teams.
• Donation tracking, income data management, or financial record maintenance.
• Working with accounting software, spreadsheets, or structured digital finance systems.
• Data checking, reconciliation support, or preparation of basic internal reports and summaries.
• Maintaining accurate, well-structured records in low-resource or volunteer-led environments.
• Working with limited budgets in non-profit, CIC, or purpose-led settings.

Formal qualifications are not strictly required, but relevant education is desirable.
Essential equivalent practical or voluntary experience is mandatory.

Next Steps

Shortlisted applicants will be invited to:

• A values-led conversation focused on ethics, accountability, and mission alignment.
• A practical discussion on financial data accuracy, data flows between systems, and working within evolving operational structures.

If you believe that reliable financial data is foundational to safeguarding, trust, and informed decision-making, this role is for you.

A Final Word

Transparency is power and responsibility.

If you know that:

• Financial integrity builds public trust
• Data accuracy protects communities and donors
• Accountability matters more than scale

Then your contribution here will matter.

Treasurer for Age Concern Twyford & District

Do you have an interest in helping our charity that supports older people in our community?

If you have a head for financial matters, you could add to and assist our trustees’ management of our finances.                      

Initially set up in 1988, we are an independent local charity (Charitable Incorporated Organisation No. 11163722) that promotes and maintains independent living for older residents in and around our local community. We are not affiliated with any similar organisations, but work closely with other Wokingham Borough-based charities and support organisations.

We provide a Day Centre with activities, lunches and optional take-home meals, activities including arts, singing and dancing, plus a range of support services including assistance with form-filling, handypersons and a listening ear to support families.

In 2024/25, our income was £250k, a small rise on previous years, and our services and facilities remain well-used and very well-appreciated in our community.

The Role

We are a small and collaborative trustee team, working closely with the staff in the centre to provide a service to our local community. Our Board includes some people with experience and skills in the services we provide to older people or other professions, and we’d expect trustees to have empathy with our cause and our beneficiaries. 

Although we’d welcome your financial qualification, that’s not a requirement, as our finances aren’t complex. An understanding of how charity finance works would be beneficial of course, with the ability to communicate financial information clearly, especially to other trustees, being important. 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 advice from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist help as a new trustee, including access to external training.

​We are a charity not a commercial 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 five hours per month, which includes all meetings, discussions, etc., although that time commitment will rise at year-end and for our AGM.
You will need access to digital communications, as some our charity’s business is run that way.

This appointment is being assisted for us by involve Community Services, a charity-support organisation, who can supply you with a detailed Role Description and Skills Specification, and offer advice about trusteeship, even assist your application. Click "Apply Now" below to find out more.

Finance Lay Trustee

The Finance Lay Trustee will provide strategic financial and commercial leadership to RCOT, ensuring robust governance, financial sustainability and effective oversight of commercial initiatives. As the lead trustee on financial matters, you’ll guide the Board’s understanding of financial strategy, risk and performance, and act as a key link between the Board and the Audit, Investment and Risk Committee (by sitting as a member and/or Chair of the Committee). Your insight will help shape RCOT’s long-term financial health and its ability to deliver on its mission.

We’re seeking a senior finance professional with board-level experience or significant experience reporting to boards. You will bring deep expertise in financial strategy, as well as experience in one or more of: commercial
operations; regulatory compliance; or not-forprofit organisations. You will be confident in interpreting complex financial information and communicating it clearly to non-finance colleagues, and you will take a collaborative,
values-led approach to inclusive and purpose-led leadership.

To view the role profile please click on this Finance Lay Trustee | RCOT 

To apply, please submit a CV and suitability statement aligned with the role profile with no more than 600 words, via this Finance Lay Trustee | RCOT  by Sunday 15 February 2026.

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

We are looking for a finance professional to join our engaged and friendly board as Treasurer, with specific oversight of the charity’s financial management. While day-to-day financial administration is carried out by employees or external providers, the Treasurer works closely with them and the Board to ensure sound financial governance. The Treasurer provides financial leadership, helps trustees understand the organisation’s finances, and ensures that the charity meets its financial and statutory obligations.

You will have a qualification in Financial Management, Accounting, or Audit, or perhaps be a senior Finance Manager or Director in a charity. We welcome applications from people for whom this is their first Treasurer role, but we are seeking candiates who have some understanding and/or experience of the charity sector.  We are willing to provide access to training around the treasurer role, but a basic knowledge of charity accounting and financial management would be a strong advantage.

You will have the ability to communicate financial information clearly to those without financial expertise and be a strategic thinker, with the ability to balance financial scrutiny with broader trustee responsibilities.

Our board meet once a month (either virtually or in person in London) for around 90 minutes. We aim to have strategy days twice a year. You will meet with the CEO and Finance Manager once a month, and be available for ad hoc emails, advice. Trustees are usually appointed for a three-year term, which can usually be extended. 

You will also bring a commitment to the values, aims, and objectives of the charity, and a desire to help children and young people who have experienced grief.

JOB PURPOSE:

To support the Finance & Accounting Team by accurately tracking donations and financial transactions, maintaining clear and auditable records, and assisting with routine reconciliations, ensuring transparency, accountability, and timely financial information to support ethical decision-making within the CIC.

About the role:

The Volunteer Finance Associate supports the Finance & Accounting Team by accurately tracking donations and financial transactions, maintaining clean and auditable financial records, and assisting with routine reconciliations. This role is essential in ensuring transparency, accountability, and timely financial information to support ethical decision-making within the CIC.

Experience Qualification and Requirements

Essential Technical Competencies

• Practical experience supporting finance or accounting processes at organisational level.
• Experience recording, tracking, and reconciling financial transactions or donations.
• Familiarity with accounting software such as:
  • Xero
  • QuickBooks
  • Sage
  • or equivalent finance systems
• Ability to maintain accurate, audit-ready financial records and documentation.
• Working knowledge of basic accounting principles and financial controls.
• Strong numerical accuracy and attention to detail.
• Ability to escalate discrepancies or irregularities clearly and promptly.
• Understanding of confidentiality, ethical finance handling, and data integrity.
• Ability to manage multiple finance tasks while meeting internal deadlines.
• Equivalent professional or voluntary experience accepted.

Desirable Competencies

• Experience working within non-profit, CIC, charity, or community-based organisations.
• Exposure to donation platforms, fundraising tools, or payment processors.
• Experience supporting finance teams in volunteer-led or resource-constrained environments.
• Familiarity with financial reporting for internal or governance purposes.
• Awareness of compliance, audit, or internal controls in small organisations.

Qualifications

• Formal qualifications: Not strictly required.
• Education background: Accounting, Finance, Economics, Business, or related field preferred.
• Professional experience: Equivalent practical or voluntary experience accepted.
• Finance, ethics, or data protection training: Required once in post (training can be provided).

Main Responsibilities/ Key Duties

• Record and track all donations received through approved fundraising and payment platforms in a timely and accurate manner.
• Assist with the reconciliation of donation records against bank statements and payment processor reports.
• Support the maintenance of accurate financial data within accounting software such as Xero, QuickBooks, Sage, or equivalent systems.
• Prepare basic financial summaries, donation breakdowns, and internal reports for review by the Lead Financial Accountant.
• Assist with filing, document management, and maintaining audit-ready financial records in line with CIC policies.
• Ensure financial records are complete, clearly labelled, and stored in accordance with internal retention and compliance standards.
• Escalate discrepancies, missing information, or irregular transactions promptly and clearly to the Lead Financial Accountant.
• Adhere strictly to the CIC’s financial policies, ethical standards, and confidentiality requirements at all times.
• Support ad-hoc finance tasks as required to assist with month-end or internal reporting processes.

You must:

• Be aligned with the CIC’s mission, values, and ethical, anti-capitalist stance.
• Be willing to commit at a founding level during the unpaid build phase of the organisation.
• Be comfortable working with evolving or incomplete financial systems and helping to build structure, clarity, and good practice.
• Be able to work responsibly with sensitive financial and donor data.
• Be comfortable collaborating across multiple teams, including Finance, Operations, Fundraising, and Leadership.
• Be able to follow guidance, policies, and controls while also exercising sound judgement.

You should bring experience in some of the following:

• Supporting finance, accounting, or data processes within small organisations or teams.
• Donation tracking, income recording, or financial data management.
• Working with accounting software, spreadsheets, or structured financial systems.
• Reconciliation, data checking, or basic internal reporting.
• Maintaining accurate records in low-resource or volunteer-led environments.
• Working with limited budgets in non-profit, CIC, or purpose-led settings.

Formal qualifications are not strictly required, but relevant education is desirable.
Essential equivalent practical or voluntary experience is mandatory.

Next Steps

Shortlisted applicants will be invited to:

• A values-led conversation focused on ethics, accountability, and mission alignment.
• A practical discussion around financial processes, data accuracy, and working within evolving systems.

If you believe that transparent, well-managed finances are essential to trust, safeguarding, and long-term impact, this role is for you.

A Final Word

Transparency is power and responsibility.

If you know that:

• Financial integrity builds public trust
• Data accuracy protects communities and donors
• Accountability matters more than scale

Then your contribution here will matter.