Charity treasurer volunteer roles

The Prison Reform Trust is lookging for a new Treasurer, to maintain an overview of the Prison Reform Trust’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.

The Treasurer’s responsibilities are as follows:

1. Chairing the quarterly finance and fundraising subcommittee meetings, which includes regular reviews of; a. Financial statements (cash flow, management accounts — forecasts and budgets) b. Investments c. Financial management policies d. Risk register e. Fundraising progress f. IT function and security

2. Acting as signatory on bank accounts and on fundraising applications as needed (e.g. for National Lottery funding).

3. Liaising with external auditor through a meeting at audit time and as needed.

4. Overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.

5. Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place and support the development of policies covering financial reserves, and cost management.

6. Ensure accounts are as required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.

7. Monitoring and advising on the financial viability of the charity and ensuring investments and assets are maximised.

8. Perform additional duties and checks as tasked by the full board and/or report back to the full board on financial governance issues.

9. Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.

10. Keeping the board informed about its financial duties and responsibilities and liaising with the Chief Executive to develop the financial understanding of the Board of Trustees. In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees.

Purpose of the Role:
The Treasurer plays a key leadership role in ensuring SAPHNA’s financial integrity and sustainability. In addition to the responsibilities of a General Trustee, the Treasurer provides strategic guidance and oversight on SAPHNA’s financial matters.

Key Responsibilities:

• Oversee SAPHNA’s financial management, ensuring robust processes and controls are in place.
• Advise the Board on financial strategy, risk management, and resource allocation.
• Work closely with SAPHNA’s management team to monitor budgets, cash flow, and financial performance.
• Ensure the preparation of annual accounts in accordance with charity regulations.
• Present financial reports to the Board in a clear and accessible format.
• Support the development of financial policies and procedures.
• Ensure SAPHNA’s funds are invested appropriately, achieving both security and growth.
• Oversee financial compliance with legal and regulatory obligations.

Person Specification:

• Proven financial expertise, ideally with experience in financial management, accountancy, or charity finance.
• Strong analytical skills and the ability to present complex financial information clearly.
• Commitment to SAPHNA’s mission, vision, and values.
• Experience in governance, leadership, or financial oversight.
• Ability to collaborate effectively with other Trustees and SAPHNA’s management team.

Time Commitment:
Trustees are required to attend quarterly Board meetings, participation in working groups or committees, and occasional representation of SAPHNA at events. The Treasurer role may require additional time to review financial matters and liaise with staff.

Gingerbread is the charity for single parents. We challenge discrimination, and campaign against the inequalities single parents face. We are seeking a Treasurer to join our Board. This is an exciting opportunity to join a passionate and inclusive organisation making a real difference to single-parent families across England and Wales.

What will you be doing?

Our Board combines their skills and experience to provide stewardship to Gingerbread and its staff.

The role of Treasurer is to enable the board to maintain an overview of Gingerbread’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained.

Trustees generally meet for full Board meetings a minimum of five times a year. Each of these meetings is two hours long. Trustees would need to allow for preparation time ahead of these meetings. We estimate there would be 2 hours of work a month outside of Board meetings.

What are we looking for?

The Treasurer should have the following qualities: 

· A commitment to Gingerbread’s work and mission

· Financial qualifications and experience 

· Some experience of charity finance, fundraising and pension schemes 

· The skills to analyse proposals and examine their financial consequences 

· Being prepared to make unpopular recommendations to the board 

· A willingness to be available to staff and trustees for advice and enquiries on an ad hoc basis

Gingerbread wishes to actively encourage applicants from diverse backgrounds, including underrepresented communities and single parents. Previous Trustee experience is not essential. Full training and induction will be provided.

What difference will you make?

There are over 2 million single parents in England and Wales. Although the majority of them are working, they’re twice as likely to live in poverty as couple parents. And too many single parents experience loneliness, worry and the impact of negative stereotypes in the media and wider society.

As Treasurer, you will join us in leading the fight to create a society where all single parents and their children can thrive.

As you’d expect, we’re a family-friendly charity. We offer a supportive team culture and good work-life balance, while delivering impressive results.

Safer and Supportive Salisbury (SaSS) is a small local charity with a big heart and a wide reach, leading a network of local people and organisations working together towards creating a safe, supportive and inclusive community for everyone who lives or works in the city and for all visitors to Salisbury and surrounding areas. SaSS works in partnership with local community groups and colleagues in local government and health.

SaSS achieved charity registration in October 2023 and their three year National Lottery Community Fund grant was approved in March 2024, opening new doors for the charity.

SaSS is seeking a Treasurer to  oversee the financial affairs of the charity and ensure they are legal, constitutional and within accepted accounting practice. Working with SaSS is rewarding and satisfying and provides good links to all parts of the local community. You will interact with local community groups and learn about projects taking place to support people in all walks of life, who need help because of age, ill-health, disability, financial hardship or other social or economic disadvantage.

The ideal candidate will have:

• Knowledge and experience of current and fundraising finance practice relevant to charities registered in England and Wales
• Knowledge of bookkeeping and financial management to provide oversight of current bookkeeper
• Good financial analysis skills
• Ability to communicate clearly

We are a small, friendly charity, run by four volunteer trustees and loads of volunteer fundraisers. We are a dynamic charitable incorporated organisation (CIO) based in Liverpool, dedicated to fundraising initiatives that create meaningful impact both locally and for baby and children’s hospitals in Sana’a, Yemen. Rooted in solidarity values, our work often aligns with principles of Islamic giving, including zakat, but is open to all who wish to give and support. On occasion, we co-fundraise with charities for Palestine.

We are seeking a volunteer treasurer to help us with financial management and reporting. Our turnover is less than £50,000 per year and we are therefore able to produce light touch accounts for the Charity Commission. We would like support with this, and with ensuring we remain financially compliant, as well as with ideas for sustainable fundraising. The trustees meet less than once a month and we anticipate a small time committment for this role. 

We are particularly keen to see applications from people who have a specific interest in health and wellbeing for people living in war affected states, especially Yemen; or who have a connection with Liverpool. We're a real passionate 'family' and look forward to welcoming a new member who shares our goals.

�� The Role

As our Volunteer Treasurer, you will play a vital role in supporting the financial health of the charity. You’ll oversee our finances, ensure transparency, and provide guidance to trustees on managing funds responsibly and in accordance with both UK charity law and, where relevant, principles of Islamic giving.

�� Key Responsibilities

• Maintain clear and accurate financial records using simple bookkeeping tools (e.g., spreadsheets or accounting software).
• Prepare simplified annual accounts and financial reports suitable for a small CIO.
• Advise the Board of Trustees on financial matters, ensuring informed decision-making.
• Oversee bank reconciliations, expense tracking, and budget monitoring.
• Ensure compliance with Charity Commission regulations and reporting deadlines.
• Provide guidance on zakat-eligible projects and ensure funds are managed in accordance with Islamic charitable principles where applicable.
• Help develop and review financial policies and procedures.
• Attend trustee meetings (typically quarterly) and provide financial updates.
• Brainstorm and share experience of novel and sustainable fundraising ideas.

�� Skills & Experience

Essential:

• Experience with bookkeeping, accounting, or finance (qualified accountant or qualified by experience).
• Familiarity with charity finance and reporting requirements (especially for small charities/CIOs).
• Strong attention to detail and ability to present financial information clearly to non-finance colleagues.
• Understanding of Islamic giving, including zakat, and ability to advise appropriately.
• Commitment to the values and objectives of the charity.

Desirable:

• Knowledge of digital accounting tools (e.g., QuickBooks, Xero, Excel).
• Previous trustee or treasurer experience in a charity setting.
• Experience of fundraising.
• Based in or familiar with the Liverpool community.
• Special interest in aligned issues or geographies.

�� What You’ll Gain

• Opportunity to make a tangible difference through financial stewardship.
• Be part of a passionate and friendly team of trustees and volunteers.
• Gain experience in governance and charity finance.
• Flexibility and autonomy to manage your time and role.

North London Scout District is the leading inner-city Scout District in the country, covering the London Boroughs of Camden, Haringey, Islington and the City of London and providing outdoor experiences and skills for life for young people from a very diverse city population. The Scout District is a registered charity with over 2,000 members in active Scout Groups across the boroughs we cover. We have a lovely camp site and centre with 8 acres of woodland and open fields hidden away in the heart of Bounds Green, and a modern centre and sports hall on the Holloway Road as well as other property, considerable reserves in various investments, and four employees.

We are looking for a new Treasurer to join our Trustee Board and support our ambition. This is a challenging and rewarding role, helping to ensure the organisation continues to fulfil its role in developing young people, managing resources responsibly and remaining sustainable. 

The ideal candidate will have significant experience in strategic financial management and of working for or within a Board. Equally important is a desire to support young people, commitment to our Scouting values and a collaborative style, able to draw out the skill and potential within our team.

As an organisation we are committed to embodying our diverse and vibrant inner London environment, and we particularly welcome people who reflect our city and our members communities to join our Board to help strengthen our governance and our approach.

Being a member of the Board is a vital ‘backroom’ role, but there are plenty of opportunities to meet and celebrate the young people, and the adult volunteers, who benefit from the support the Board delivers.

Job description

As a Trustee you will:

a) Be an important part of the body that governs the charity and ensures it delivers its mission effectively.

b) Actively participate in meetings, offering guidance and support to ensure that North London Scout District delivers experiences for young people and supports adult volunteers in a safe environment.

c) Set North London Scout District’s budgets, plans and financial reports, ensuring they meet the organisation’s needs and the relevant regulatory requirements.

d) Help ensure North London Scout District is complying with UK Scout policy and processes and all relevant laws, as well as updating and reviewing its own policies and procedures. .

e) Act with care and skill in North London Scout District’s best interests.

f) Be or become a member of the Scouts.

As a Trustee you share, with all the Trustees, equal responsibility for the charity.

Person Specification

Prospective Trustees will:

a) Be committed the development of young people through Scouting.

b) Have experience of developing good relationships with people and organisations, stakeholders and supporters.

c) Be able to work in a team, recognising and respecting the difference between the Trustees’ role and that of staff or volunteers.

d) Be able to contribute to and ensure North London Scout District’s future plans and strategic development and/or financial stability.

All Trustees, as members of The Scouts, will be required to undertake an enhanced disclosure check with the UK Disclosure and Barring Service (a DBS check).

The prospective Treasurer will have:

a) A recognised accounting qualification.

b) Significant experience of financial management, budgeting and reporting, including the management of investments. 

c) An understanding of the financial, strategic and operational risks and their mitigation in a charity context.

d) Be familiar with charity accounting and statutory reporting requirements.

The Treasurer leads on all financial matters, working with the Finance Committee.  The Finance Committee is responsible for making budget recommendations and financial reports to the Board and for agreeing and overseeing financial and related policies. The Treasurer liaises closely with the bookkeeper, an employee, to provide quarterly financial reports, the annual budget and annual statutory accounts to the Board.  Input is also required during the annual audit process.

The Board

North London Scout District is governed by a Board of between 8 and 15 (currently 13) Trustees, who are elected at the Annual General Meeting (AGM) in June. Trustees normally serve for at least 4 years.

Trustees are not paid but travel expenses may be claimed for attending meetings.

The Board meets (via Zoom and in person) 5 - 6 times a year, usually early evening on a Wednesday. Regular dates are agreed a year in advance.

Individual Trustees also join or lead the Board’s Committees.  There is currently a Finance Committee (which meets 5 times a year, a week or so ahead of Board meetings. We also have occasional task groups for short-term items.

Our partner is a UK based charity supporting a grassroots project in Moshi, Tanzania, that empowers children and young people with the skills and opportunities to prepare them for a future without poverty.

They are seeking a Treasurer to join their expanding UK Board of Trustees to maintain an overview of the organisation’s financial affairs, ensure that its plans are financially viable, and that proper fiscal records, policies and procedures are maintained.

Key responsibilities include overseeing, approving and presenting budgets, accounts and financial statements; ensuring that the financial resources of the organisation meet its present and future needs; and advising on the financial implications of the organisation's strategic plans.

The Board meets quarterly, currently on a Saturday, and the total estimated time commitment required is 4 hours per month.

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For more Trustee & Treasurer roles please visit the AfID website.

We are a successful and professionally run charitable preschool at the heart of Walthamstow with a strong ethos and excellent reputation. We’re here to make sure everyone has access to high quality and affordable early years education and childcare.

The treasurer's role is to oversee the financial health of the organisation and ensure that it's managed in a way that protects its financial integrity. This is one of several trustee positions that we are currently advertising for.

What we are looking for:
• A finance professional. A knowledge of charity finance is an advantage.
• A strategic thinker with the ability to balance risk and opportunity.
• A clear communicator with the ability to bring financial information alive to non-finance specialists.
• An individual willing to play an active role in areas such as forecasting and setting budget

Duties include:

• Working with the Manager and bookkeeper on the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.
• Ensuring, at a board level, that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.
• Monitoring and advising on the financial viability of the charity.
• Overseeing financial controls and adherence to systems, regularly liaising with the Manager and bookkeeper
• Being knowledgeable of the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process
• Ensuring investments and assets are maximised.
• Working with the Manager and chair to oversee the development and implementation of systems for appraising, mitigating and reporting financial risk.
• Supporting the Manager/ Independent Examiner to ensure that the accounts are prepared and disclosed in the form required by relevant statutory bodies e.g. the Charity Commission
• Keeping the board informed about its financial duties and responsibilities and liaising with the Manager and chair to develop the financial understanding of the Board of Trustees.

Trustees - We are also looking for trustees to join as board members

To apply

Please send the completed application form outlining why you’re interested in our organisation and what you would bring to the Board along with a CV to our Manager, Lilijana Markaj

Deadline: Tuesday 29th April 2025

Ofsted Registration: 153685

Registered Charity No: 1123684

Company Number: 6420566

Help guide our finances to ensure Gloucestershire Nightstop can provide safe homes and brighter futures for young people facing homelessness.

About Gloucestershire Nightstop

Gloucestershire Nightstop is a leading youth-specific homelessness charity dedicated to preventing homelessness among young people aged 16-25 in Gloucestershire. For nearly 20 years, we have championed bespoke housing and support models to help young people avoid, resolve, and move on from homelessness, enabling them to safely transition to adulthood and build better futures.

What will you be doing?

We are looking for someone who finds numbers and their impact interesting! We are less concerned with formal qualifications (although very welcome) than someone who commits to doing the work necessary in a timely manner and an ability to work co-operatively with the Chair, Executive Director and all trustees. The board takes the overall responsibility so you will need to be able to help trustees and staff to understand the financial information and its actual or potential impact on the charity immediately and long term. We have an experienced bookkeeper and an appointed experienced external examiner.

Overall purpose:

• Oversee all financial aspects of the charity, on behalf of the board of trustees, to evaluate our financial position and associated risks. 
• Assist the Chair and the Executive Director in ensuring that the board of trustees fulfils its duties and responsibilities for the proper financial governance of the charity. 

What are we looking for?

Essential:

• Financial Awareness: Knowledge of, or a willingness to learn, accounting practices relevant to corporate governance.
• Understanding of Regulations: Understanding of, or willingness to learn about, financial regulations governing charities and companies.
• Collaborative Approach: Financial oversight is a shared responsibility of the board, with the Treasurer working closely alongside fellow trustees as part of a team.
• Commitment & Time: Able to dedicate sufficient time to the role.
• Strategic Thinking: Ability to plan ahead and contribute to the charity’s long-term vision.
• Ability to digest, present & critically evaluate a range of information, including written reports, statistics and verbal communications.
• Willingness to challenge and engage.
• Understanding and commitment to diversity issues.

Desirable:

• Experience serving as a trustee or working within the charity sector.
• Formal financial qualifications.

Support and training available: If you're new to being a trustee, the Chair and board members will offer guidance and training to help you succeed.

What difference will you make?

Your financial oversight and insight will ensure Gloucestershire Nightstop can open its doors to every young person who turns to us in crisis - not just today, but for years to come. By helping us make the most of every pound, identifying risks before they become problems, and ensuring our resources match our ambition, you’ll directly empower us to provide safe homes, compassionate support, and real opportunities for young people on the brink of homelessness.

Time commitment

Estimate of time needed: up to five hours per month.

Our partner empowers the most disadvantaged rural communities in Ethiopia to end child poverty, working with local communities to provide them with the support they need to take ownership of projects and drive sustainable change.

They are seeking a new Treasurer to advise the small charity on all matters involving the custody of financial resources, the application of those resources, financial procedures, and financial reporting both within the charity and to external stakeholders.

Key responsibilities include preparing draft financial plans and budgets, producing reports on actual financial performance against the budget, preparing end of year accounts, and overseeing financial records and the work of the organisations bookkeeper.

The Board meets quarterly, usually online but occasionally in London (hybrid), and the total time commitment required for the role is a few hours per month.

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For more Trustee & Treasurer roles please visit the AfID website.

Are you a spreadsheet whizz? Do you have a good understanding of financial procedures and accounting practices? If so, please apply to be our next trustee. It’s an exciting time to join us. We registered as a charity in 2023 and are now really focussing on building our fundraising profile and developing our next 3-year strategy.

Overall:

Be committed to the organisation and its work, to act with integrity and selflessness, and to be open, honest and accountable at all times. To understand and accept the legal duties, responsibilities and liabilities of trusteeship. Be willing to devote the necessary time and efforts to duties as a trustee and as a member of the organisation.

Duties & Tasks:

• To ensure that the organisation complies with and functions within the legal and financial requirements of its constitution, Memorandum and Articles of Association, and any other relevant legislation and regulations.
• To ensure that the organisation pursues objects as defined by its constitution and within aims, policies and procedures agreed by the Board of Trustees.
• With the other trustees to formulate and review the strategic aims and direction of the organisation.
• To promote the organisation and act always in its best interests. To safeguard the good name and values of the organisation and always strive to achieve best practice and the highest standards.

Formulating strategic aims

• Consider the organisation as a whole and its members, in the context of both national and local policies, priorities and political influences.
• Reflect the organisation’s vision and principles, strategy and policies at all times and particularly when developing the strategic and annual plan.
• Contribute specific strategic skills, interests and/or contacts
• Contribute to plans to positively promote the organisation to individuals, organisations and a wider audience e.g. potential members. 
• Support the organisation in all its activities in conjunction with the Chief Executive.

Ensuring policies and practices are in keeping with aims and objectives.

• Ensure that the organisation applies its resources in furtherance of its objects and manages its funds properly.
• Follow the organisations policies and procedures at all times, particularly when exercising the functions of the Board of Trustees.
• Contribute actively to and regularly attend meetings of the Board.

Ensuring best practice and highest standards.

• Be an active member of the Board of Trustees in exercising its responsibilities and functions.
• Support and maintain good relations with all staff; members, volunteers and other Board of Trustees.
• Take part in training sessions provided for the benefit of the Board Trustees.
• Fulfil such other duties and assignments as may be required from time to time by the Board of Trustees.
• Use your best judgment, knowledge, skills and experience to help the organisation and Board of Trustees to make sound decisions and be effective.
• To maintain a strategic view of the organisation and role as a trustee to support the Chief Executive in delivering the business plan and strategy.
• Should the trustee also take on an additional volunteer role for the organisation, to be clear on how the two roles are separate.
• To direct enquiries regarding advice, support or advocacy required into the staff team who can ensure that the person is directed to or referred into the appropriate service. 
• To not raise complaints on behalf of the Coalition without the express agreement of both the Co-Chair’s and the Chief Executive. 

In addition to the trustee requirements, the treasurer usually takes the lead at board level on:

• making sure the charity keeps proper accounts
• reviewing the charity’s financial performance
• drawing up or reviewing policies for finance and investment
• ensuring that the charity has robust and effective financial controls in place
• liaising with finance staff and with the charity’s independent examiner or auditor
• reporting on financial matters to the members

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.

This is an opportunity for someone with a knowledge of financial processes and systems to work on a voluntary basis to support the work of the BEARR Trust in the role of Honorary Treasurer.

The BEARR Trust is seeking to recruit a new Treasurer, responsible for overseeing the Charity’s income and expenditure, preparing regular financial reports to the Board of Trustees and preparing the annual accounts. The Treasurer will also be a Trustee of The BEARR Trust. This role is voluntary.

Background

The BEARR Trust was established in 1992 to support community-based organisations helping vulnerable people in Eastern Europe and Central Asia. We provide grants to grassroots community groups alongside information and knowledge exchange to build partnerships and strengthen support for vulnerable people through local activity. Currently, we work in ten countries: Armenia, Azerbaijan, Georgia, Kazakhstan, Kyrgyzstan, Moldova, Tajikistan, Turkmenistan, Ukraine and Uzbekistan.

Role description

Specific duties of the Treasurer

The Treasurer is responsible for:

· Maintaining oversight of The BEARR Trust’s finances

· Providing regular reports (every two months) to Trustees on income, expenditure and financial risks

· Working with the Chairman to prepare an annual budget, and keeping track of performance against the budget throughout the year

· Ensuring that partners and suppliers are paid efficiently. This includes making international payments, most of which are done via Convera

· Preparing the Annual Accounts for independent examination, and liaising with the independent examiner to ensure that queries are addressed.

General Trustee duties

As with all charities, the Trustees collectively are responsible for The BEARR Trust’s aims and direction, for its property, finances and the employment of staff and volunteers. All Trustees must:

· Ensure that the Trust complies with charity law and the requirements of the Charity Commission, the Trust’s own charitable purposes and objects, other relevant legislation and the requirement for trustees to act with integrity and avoid any personal conflicts of interest or misuse of charity funds or assets

· Ensure that the Trust is and will remain solvent, use charitable funds and assets wisely, and only to further the Trust’s purposes and interests, while avoiding undertaking activities that might place the Trust’s property, funds, assets or reputation at undue risk

· Exercise reasonable care and skill, using personal knowledge and experience to ensure that the Trust is well-run and efficient, and consider getting external professional advice in all matters where there may be material risk to the Trust.

Beyond these formal duties, Trustees undertake a variety of roles. These include contributing to our newsletter, managing and contributing to events, raising funds and considering applications to the Small Grants Scheme and Ukraine Appeal. There are therefore opportunities to become involved in the wide range of BEARR’s activities.

Person specification

The Treasurer should have:

· A commitment to The BEARR Trust’s goals and charitable objects and an interest in, and some knowledge of, the context for BEARR’s work in Eastern Europe and Central Asia

· Experience of financial management and administration, budgeting and reporting. This does not need to include formal accountancy qualifications – experience may come from general management roles in paid or voluntary work.

Experience in preparing charity accounts using the Charities Statement of Required Practice (SORP) would be advantageous. Experience in fundraising (e.g., preparing funding applications and budgets) would also be welcome.

Time requirement

The time required varies from week to week, although payments need to be made and the accounts updated on at least a weekly basis. Indicatively, this equates to a time requirement of around 3 hours per week, in addition to attendance at Trustee meetings every two months (Trustee meetings are held in London, although remote attendance is also possible). However, time availability and support needed can be discussed with potential volunteers for the role.

Expenses

Trustee roles are unpaid. However, they may claim reasonable travel expenses.

Our Branch is seeking a new Treasurer for our Committee. We would love to hear from a finance professional with a passion for animal welfare!

About us:

RSPCA Lincolnshire Mid, NE & Lincoln Branch rehabilitates and re-homes animals rescued by the RSPCA's national Inspectors. We also promote responsible pet ownership and hold animal action days such as for microchipping.

We currently run three charity shops and regular fundraising events, to rehabilitate more than 100 animals each year, and help them find their forever home.

Our Branch is extremely passionate with twelve Trustees currently forming the Committee.

We have a very strong financial position, with excellent controls, having had the support of a dedicated Treasurer for over 10 years. We are now looking for her successor and would love to hear from you!

What is involved? 

As a Trustee of an RSPCA Branch you will have the chance to influence how we care for and prevent cruelty to animals. 

Our Treasurer acts as principal financial trustee maintaining and administering the accounts of the branch.

What you can bring to our board:

You will have a professional finance qualification or be working towards one, such as CIMA or ACCA. You will ideally have charity finance experience, such as an understanding of gift aid, charity commission reporting requirements and restricted funds.

You will have experience of using finance software, with Xero experience being particularly desirable as it is our current software. You will also be familiar with how HMRC rules work, i.e., PAYE, Employer’s National Insurance and charity rules in respect of VAT.

Our Treasurer is a key role, with responsibilities to:

• implement and maintain sound financial systems in order to retain full control of branch funds.

• take a lead role in ensuring the committee set annual financial budgets and forward plan the branch income and expenditure so that the accounts balance in the long term.

• provide a written financial report for every branch meeting showing the branch’s income and expenditure since the last meeting.

• liaise with auditors/independent examiner regarding the production of the annual branch accounts and treasurer’s report for the AGM, including SORP statement.

• maintain control of all bank accounts as authorised by the committee. 

• execute and operate branch committee financial decisions and act as branch co-signatory on all branch cheques, if required.

• make quarterly VAT returns via the Branch’s Xero accounting system.

Working with our Branch Manager, the Treasurer will also: 

• maintain control over all branch debit/credit cards, paying-in books and receipt books and to ensure their correct use.

• ensure correct responsibility for the branch network of collection boxes.

• arrange payment of the annual branch contribution to the appropriate RSPCA fund.

• coordinate financial control of all branch fundraising activities.

• ensure the retention and safekeeping of all branch financial documentation for the appropriate time as set by the charity commission.

Additionally, in conjunction with your fellow trustees, our Treasurer will:

• conduct regular reviews of the branch accounts and investment portfolio to ensure the best return on branch funds.

• ensure the production, monitoring and annual review of the branch’s financial risk management strategy in accordance with the charity commission’s requirements.

• liaise with Branch officers and Branch Partnership Manager on financial affairs as necessary and alert them immediately to any possible difficulties or irregularities.

Things to know about the role

You will ideally live and/or work in our branch area in Lincolnshire, UK, to bring local insight to our branch decisions. Our branch covers the city of Lincoln, out to Mablethorpe, Woodhall Spa and Gainsborough, and all the way up to Grimsby. 

We meet monthly as a board, with most of these online but we like to also meet at least 3 times each year in-person, including our AGM, as well as support local fundraising events. 

If you would like an informal chat about the opportunity, please contact the Chair Sophie Easteal or Treasurer Penny Kemp.

Our Trustees need to be or become a member of the RSPCA.