Charity treasurer volunteer roles

Join Us as Treasurer Trustee – Help Secure the Future of Sherwood Forest for People & Nature

Do you have strong financial acumen and are passionate about conservation and heritage? Since 1995, our charity has been at the heart of protecting and preserving the rich natural and cultural heritage of Sherwood Forest. Through dedicated conservation projects, community engagement, and educational initiatives, we work to restore threatened heathlands, expand woodlands, and inspire people to connect with this historic landscape.

With funding from the National Heritage Fund, we are embarking on an exciting programme to restore lowland heathlands across the Sherwood National Character Area. As Treasurer Trustee, you will play a vital role in ensuring the charity’s financial health, sustainability, and strategic growth—helping us make the most of our resources to continue this important work for future generations.

We have a high-performing staff finance officer so this is not a Treasurer role where you are required to do the book keeping. Instead you will be the key link between the staff team and the Board as you support your fellow Trustees in the performance of their governance duties and understanding of the charity’s finances.

You’ll be joining a passionate, committed and experienced board of trustees who are in close connection with our CEO led staff team. This is a fantastic opportunity to use your financial expertise to shape the future of a well-established charity. If you’re looking for a meaningful way to apply your skills in financial oversight, strategic planning, and governance - while making a real impact on the environment we would love to hear from you.

We are committed to building a diverse and inclusive board and welcome applicants from all backgrounds, including those with varied professional expertise and lived experiences. We encourage applications from individuals who can bring different perspectives to our work and help us better serve the communities we support.

If you would like an informal chat around the role, please contact our CEO, Helen (contact details on the next tab). To apply, please send your CV or Linkedin profile accompanied with a letter explaining why you want to become a trustee and what you hope to bring to the Board of Trustees.

Are you passionate about making a difference and have a head for figures? We're looking for an experienced finance professional to join Surf Life Saving Great Britain (SLSGB) as our Treasurer – a vital voluntary role at the heart of our mission to save lives and promote beach and water safety across the UK.

As Treasurer, you’ll play a key role on our Board of Trustees, helping to shape the financial future of the organisation. You’ll oversee financial governance, support strategic decision-making, and ensure we remain compliant and financially strong as we continue to grow.

This is an amazing opportunity to:

• Use your professional skills to make a real impact
• Join a passionate, purpose-driven team
• Contribute to a national charity that supports thousands of lifesavers and volunteers

We’re looking for someone with:

• A background in accountancy or financial management
• Knowledge of charity finance and reporting (SORP)
• A collaborative approach and commitment to our values

Swansea Community Workshops

The Board of Trustees are looking to recruit a knowledgeable and experienced individual for the voluntary role of Treasurer (Board of Trustees). The main activity at Swansea Community Workshops (SCW) is to provide facilities for hobbies, recreation, and leisure time occupation in a socially interactive and practical environment, where there are skills sharing, learning of new skills, and helping community-based projects. As we are a charity, these facilities are for public benefit, specifically targeting socially excluded members of the local community in Swansea.

Role Overview

Title: Treasurer (Voluntary) Reports to: Board of Trustees.

Hours: 6-10 hours per month as minimum. Attendance to monthly sub-committee meetings and bimonthly Board of Trustee meetings is expected.

Role and Responsibilities Overall

• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice.
• Ensure proper records are kept and that effective financial procedures are in place.
• Monitor and report on the financial health of the organisation.
• Oversee the production of necessary financial reports/returns, accounts, and audits.

Specifically 

• Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting and bookkeeping is kept up-to-date.
• Maintain the petty cash system and regularly process petty cash claims.
• Regularly carry out reconciliations/ oversee regular reconciliations by the Centre Manager.
• Liaise with relevant staff, board members and/or volunteers to ensure the financial viability of the organisation.
• Make fellow board members aware of their financial obligations and take a lead in interpreting financial data to them.
• Regularly report the financial position at Board of Trustees meetings (balance sheet, cash flow, fundraising performance etc) with assistance from the Centre Manager.
• Alongside the Chair and Centre Manager, provide oversight in the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• Ensure proper records are kept and that effective financial procedures and controls are in place, as laid out in SCW’s Scheme of Delegation and other policies. i.e.:
• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Salary payments
• Pensions
• PAYE and NI payments
• Others as appropriate
• Appraising the financial viability of plans, proposals, and feasibility studies.
• Lead on appointing and liaising with auditors/an independent examiner.

Person Specification

Personal Qualities 

• Friendly and approachable 
• Clear communication skills – both written and verbal. 
• Good attention to detail 
• Happy to volunteer on evenings and weekends when required. 
• Enthusiasm or interest in craft activities 

Education, Experience and Knowledge 

• A Level or equivalent degree required as minimum. 
• Knowledge and experience of current and fundraising finance practice relevant to voluntary and community organisations. 
• Knowledge of bookkeeping and financial management (as necessary). 

Skills 

Essential 

• Good financial analysis skills. 
• Knowledge of appropriate software including: Microsoft Word, Excel, and Outlook, Microsoft PowerPoint and Adobe Acrobat 
• Excellent customer service skills. 
• Excellent organisation skills and an ability to work independently. 

Desirable 

• Knowledge of specific software and systems, such as WordPress, Skedda. 
• Clean and valid UK driving license, personal vehicle, and insurance. 
• Basic Welsh language skills. 

The above Role Description and Person Specification should be considered in addition the SCW’s standard Trustee Role Description and Person Specification, which is available separately to this document.

Additional Information 

Key Dates 

September 2024 - This is an ongoing recruitment with no fixed deadline for registering your interest. 

Leeds Church Institute (LCI) is an ecumenical faith-based learning organisation, with an office in Leeds city centre.

LCI exists to be an active and progressive agent in city life for the benefit of all, working through events, publications and social media. It is a registered charity operating as a company limited by guarantee.

The Board of Trustees of the charity, also known as the LCI Council, serves as the board of directors of the company, and to help the organisation grow they are seeking experienced members of the public to join the LCI Council.

Due to a forthcoming retirement from the Board, the Trustees are eager to recruit someone with the financial skills and experience to serve as the organisation’s Treasurer, ensuring the organisation's financial health and stability. They will advise trustees on financial responsibilities, including the budget, and monitor the charity's finances, while also liaising with staff as needed. In addition, the Board’s most recent skills audit has shown that we would especially welcome applications from people who have professional knowledge and or experience in the area of communications. We are also keen to increase diversity within LCI’s Board, particularly welcoming expressions of interests from people with ethnic minority backgrounds, LGBTIQA+, people with disabilities and younger people as these are currently under-represented on our Board.

The Board helps the organisation’s Director and staff set the strategy and policies for LCI, supports the staff team fulfil LCI’s vision, mission and its operational plans.

Trustees are appointed for a three-year term of office, renewal for a further term of three years, with an additional further term under exceptional circumstances. This is a voluntary position, but reasonable expenses will be reimbursed.

LCI Council meetings are held in the daytime on five occasions per year, with a separate (evening) AGM and two Staff / Council (daytime) away half-days.

If you believe you would add value to our board, we would be keen to hear from you. If you would like to have an informal chat to understand more about the organisation and the role, please email the Chair of the Board of Trustees, Revd Paul Maybury Similarly, if you would like to visit LCI, please also speak to Paul Maybury to arrange a suitable date to visit.

If you would like to apply for the position, please email Alistair Cheetham (Finance & Compliance Officer) who will send you the recruitment pack which contains further information about the organisation and the role of an LCI Council Member. As an inclusive charity, if you require any reasonable adjustments to help you with your application and through the assessment process, please let us know.

The role will necessitate a Disclosure and Barring Service DBS check.

We're looking for a Trustee – Treasurer
Bring your financial expertise and help us shape brighter futures.

At Options for Life, we believe everyone has the right to live a fulfilled and independent life. We are a Sandwell based charity that supports adults with learning disabilities and/or autism to build confidence, learn new skills, access their communities, and make informed choices about their lives.

With two purpose-built centres and over 65 staff, we provide a wide range of services, from outreach and hub-based activities to supported community access and drop-in sessions. Our work takes place in one of England’s most disadvantaged areas, where our services can make the greatest impact.

Join Our Board as Treasurer

As we plan to expand our reach and develop new services, we are seeking a Treasurer to help guide our financial strategy and governance.

We are looking for someone with a background in finance or accounting, who can:

• Oversee our financial health in collaboration with our Head of Finance and CEO
• Ensure effective financial controls, policies, and reporting are in place
• Play an active role in the Finance Committee and wider Board decision-making
• Present clear and insightful financial information to fellow Trustees

We welcome applicants from all walks of life, including those with lived experience of disability or who are new to governance roles. A strong commitment to inclusion, good judgment, and a collaborative spirit are essential.

Commitment:

• Four Board meetings per year
• AGM and annual strategy/away day
• Quarterly Finance Committee and possible ad hoc sub-committee involvement
• Training and induction provided
• Travel expenses reimbursed

Make a lasting difference.

To express interest or learn more, contact our Chief Executive, Nicola Thomson.

Help us give people more choice and control over their lives—because your skills can help change theirs.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.

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.

About the Treasurer Trustee Role

Role Overview

The Treasurer plays a critical role in ensuring the financial health, stability, and accountability of Rebuilding Lives UK. They oversee financial strategy, ensure compliance with financial regulations, and provide guidance on long-term financial sustainability. The Treasurer ensures that financial risks are identified and managed appropriately while making financial information accessible to the board. Trustees are expected to be actively involved in the charity’s work, providing hands-on support where appropriate.

Key Responsibilities

• Ensure financial policies and procedures are followed and regularly reviewed.
• Oversee budgets, financial reporting, and compliance with legal requirements.
• Support financial decision-making and long-term financial planning.
• Work closely with auditors and external financial advisors.
• Monitor financial health, ensuring reserves are maintained and risks mitigated.
• Present financial reports to the board in an accessible, non-technical manner.
• Assist in fundraising strategy development and grant applications where necessary.
• Be actively involved in the charity’s operations where possible, offering financial guidance beyond governance.
• Trustees share collective responsibility for the charity’s governance, ensuring the charity’s mission is achieved and its operations are effective. Trustees support the CEO by contributing to strategic planning, offering expertise, and working together to provide the necessary oversight and direction for the charity’s growth and success.

Who We Are Looking For

Essential Skills & Experience:

• Experience in finance, accounting, or financial management.
• Strong analytical skills and attention to detail.
• Knowledge of charity financial regulations.
• Ability to communicate financial information clearly to non-finance specialists.

What You’ll Gain from This Role

Becoming a trustee with Rebuilding Lives UK is more than just a governance role—it’s an opportunity to be part of a team dedicated to creating real, lasting change. As a trustee, you will:

• Play a vital role in supporting survivors and helping them rebuild their lives.
• Be part of a passionate and driven team working towards a shared mission.
• Gain valuable leadership, governance, and strategic experience.
• Develop transferable skills in decision-making, safeguarding, and advocacy.
• Expand your professional network and engage with like-minded individuals.
• Have access to training and development opportunities to strengthen your expertise.

Mandatory Training Requirement

The Treasurer must complete trustee governance and safeguarding training within the first three months of appointment. Additional training will follow as needed.

Terms of Appointment

Trustees serve an initial one-year term, with the option for renewal up to a maximum of three years.

Voluntary Role

All voluntary roles are subject to satisfactory references and an enhanced DBS check.

This is an unpaid remote position (UK Based); however, reasonable expenses will be reimbursed. 

Time Commitment:

• 8 hours per month, including:
  • Monthly board meetings (held via Zoom).
  • Active involvement in governance and decision-making processes.
  • Annual half-day strategy session to contribute to the charity’s direction.
  • Engagement in charity activities beyond board meetings, as appropriate.

Cedarwood Festival is seeking a new Treasurer to join the growing board team for 2025 and beyond. The new member will play a key role in the growth of the organisation and join an experienced team, passionate about the expansion of the gospel and unity in the north of England. 
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Role Purpose: 

Responsible for the overall financial health and compliance of the organisation. Producing financial reports, developing strategies to support the charity objectives.  Guiding and advising Trustees in making sound business decisions in the long and short-term. 

Role Duties: 

• Monitor the financial operations with event director, such as payroll ifapplicable, invoicing, and other transactions.

• Monitoring and managing cashflow, forecasting, income and expenditure. 

• Oversee outside services for tax preparation, auditing, banking, investments, andother financial needs as necessary 

• Track the company’s financial status and performance to identify areas forpotential improvement 

• Seek out methods for minimising financial risk to the company

• Produce financial reports for Trustees 

• Provide insightful information and expectations to Trustees to aid in long-term andshort-term decision making 

• Review financial data and prepare monthly and annual reports as appropriate

• Present financial reports to Trustees and stakeholders as relevant and appropriate.

• Stay up to date with technological advances and accounting software to be usedfor financial purposes 

• Establish and maintain financial policies and procedures for the company

• Understand and adhere to financial regulations and legislation. 

Desired Skills & Qualifications: 

Experience in organisational accounting and finance. Over 5 years’ experience in a  similar professional or voluntary finance role; general management and/or leadership  skills and experience; understanding of data privacy standards; good communication  skills, both written and verbal; good understanding of business principles and practices;good attention to detail; organisational skills; good computer skills; integrity, honesty.

Communication & Location: Most communications will take place via zoom and occasionally in person in the north east of England. Desired location would be north east of England to meet with team easily if needed but not essential.

Job Type: Part-time – Volunteer.

Reporting to: TRUSTEES

Essential qualities: You will be a committed Christian and share the vision and values of Cedarwood Festival that can be found on the website.

Following a change to our Articles concerning the composition of our Board, the successful candid could be the first Trustee in the 60-year history of the British Wheel of Yoga to be drawn from outside the membership, as part of our commitment to increasing the skills base and diversity of our Board.

We have a high-performing staff finance team so this is not a “nuts and bolts” Treasurer role where you are required to do the book keeping. Instead you will be the key link between the finance team and the Board as you lead your fellow Trustees in the performance of their fiduciary duties and engagement with the charity’s finances.

Key requirements include:

• ​Good knowledge, understanding and experience of charity and company finance, accounting requirements and procedures
• ​Good knowledge and understanding of the regulators’ (Charity Commission, Registrar of Companies) requirements regarding charity and company finance and reporting
• The ability to be an effective member of the Board team and its finance sub-committee (which you will chair), thinking strategically and working cooperatively.
• The ability and willingness to commit sufficient time to fulfil the role effectively.

Meeting schedule:

• Quarterly Board meetings in March, June, September and December
• Financial Planning Workshop in May
• The above meetings are all held via Zoom
• In person Board Retreat (January). A 24-hour residential event which gives an opportunity for Trustees to get to know each other and do some strategic thinking and planning.

With the exception of the Board Retreat, this is a fully remote role that would suit candidates from anywhere in the UK.

Join the Board of The Gestalt Centre as a Treasurer or a new Trustee, and help shape their ambitious growth strategy with the life-changing approach to counselling, psychotherapy and organisational development – applications from first time Trustees are very welcome.

• Interviews will be held in June 2025

About The Gestalt Centre

The Gestalt Centre is an established educational and therapy charity, supporting the mental and psychological well-being of individuals, groups, and organisations.

Gestalt is a humanistic life-changing approach to life, counselling and psychotherapy. It enables people and organisations to manage change, develop meaningful relationships and lead fulfilling lives by creatively utilising their own resources, skills and strengths.

We are a dynamic organisation and run several accredited counselling and psychotherapy courses, along with professional development programmes for practitioners and organisations. We also offer affordable therapy and counselling and are a hub for a range of health and wellbeing practices for people in the community.

We value awareness and change, collaborative working, diversity and the view that we are all connected and therefore together responsible for our communities.

About the roles

The Gestalt Centre is a registered charity with a Board of Trustees and a Board of Directors. The Trustees are responsible for ensuring that the organisation carries out its purposes and for overall planning and good governance. The Directors (executive and non-executive) make decisions about strategy, the running of the organisation and oversee the work of the Psychotherapy faculty, the Counselling faculty and the management team.

Purpose of the role

Trustees are legally responsible for all aspects of the Charity, including:

• agreeing the purpose and strategy
• ensuring the Charity is financially viable
• making sure a charity does what it was set up to, which includes making decisions about how it is run

Operational matters are delegated to the CEO and the Executive.

Who we are looking for

We’re also seeking new Trustees who can strengthen our expertise in critical areas as we look to strengthen our Board to devise and deliver our ambitious plans. We are keen to hear from people with experience in one or more of the following areas:

• Events management 
• Fundraising
• Property 
• Higher Education
• Marketing and Social Media 

We are looking for a new Treasurer who will be a strategic thinker with good knowledge of charity accounting and the Charity SORP, and can ensure sound financial management. You will bring commercial acumen to guide our financial strategy during a transformative period.

You will also oversee our financial governance, reserve investment, and risk management while contributing your broader strategic insights and experience across all aspects of our work.

Please click 'Redirect to recruiter’ to be redirected to the Peridot Partners website, where you can find full details of the candidate profile and register your interest to apply.

Interviews will be held in June 2025.

We're looking for a Trustee – Treasurer
Bring your financial expertise and help us shape brighter futures.

At Options for Life, we believe everyone has the right to live a fulfilled and independent life. We are a Sandwell based charity that supports adults with learning disabilities and/or autism to build confidence, learn new skills, access their communities, and make informed choices about their lives.

With two purpose-built centres and over 65 staff, we provide a wide range of services, from outreach and hub-based activities to supported community access and drop-in sessions. Our work takes place in one of England’s most disadvantaged areas, where our services can make the greatest impact.

Join Our Board as Treasurer

As we plan to expand our reach and develop new services, we are seeking a Treasurer to help guide our financial strategy and governance.

We are looking for someone with a background in finance or accounting, who can:

• Oversee our financial health in collaboration with our Head of Finance and CEO
• Ensure effective financial controls, policies, and reporting are in place
• Play an active role in the Finance Committee and wider Board decision-making
• Present clear and insightful financial information to fellow Trustees

We welcome applicants from all walks of life, including those with lived experience of disability or who are new to governance roles. A strong commitment to inclusion, good judgment, and a collaborative spirit are essential.

Commitment:

• Four Board meetings per year
• AGM and annual strategy/away day
• Quarterly Finance Committee and possible ad hoc sub-committee involvement
• Training and induction provided
• Travel expenses reimbursed

Make a lasting difference.

Help us give people more choice and control over their lives—because your skills can help change theirs.

Treasurer (trustee) for Sandhurst Counselling Services 

Do you have financial skills to help an organisation that supports good mental health?

We are looking for an enthusiastic and skilled person to be the next Treasurer for Sandhurst Counselling Services, a small and effective charity based in Sandhurst, Berkshire.

If you have understanding and experience of governing charity or similar not-for-private-profit finances, you could be the Treasurer, and alongside our new Chair, head up our new ‘transformation team’.

About us:

Sandhurst Counselling Service evolved from a drop-in service started in August 1990 by St Michael's church in Sandhurst, and provides a safe confidential space for anyone feeling anxious, stressed, depressed, hopeless or lost, to help people find their way. The charity is an unincorporated Charitable Trust with an income of  ~£60k p.a.

Trustees have set out a plan for our immediate and longer-term future that initially includes transforming our funding base between now and September 2025.

The role and what we are looking for in a new Treasurer 

Our Treasurer works closely with the Chair and other trustees, our Administration and Clinical Managers,  and leads liaison with the External Examiner for our annual accounts. Although all trustees are equally responsible for our finances, our Treasurer maintains the overview and leads the Board in our discussions of financial matters.

Our Board includes people with understanding of our counselling services, and we require all new trustees to have strong empathy with our cause and our delivery.

Your experience of managing finances or bookkeeping is important. We’d welcome a financial qualification, but that’s not a prerequisite, as our finances aren’t complex. An understanding of how charity finance works would be beneficial, and the ability to clearly communicate our financial information to other trustees is very important. Support from our Administration Manager is always available, as they deal with day-to-day matters.

We are a charity not a business, but we apply business principles alongside our values to govern 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, in all meanings of the word, and strongly welcome applications from people from less-represented groups. 

The Board meets quarterly face-to-face at our premises, GU47 8HN, on a mid-week afternoon (this is flexible, and can be subject to future discussion/negotiation), for up to three hours.

You will need to dedicate about six hours per month to the role which includes preparation for and attendance at Board meetings; many of your duties may be carried out online and by phone/video, as well as at face-to-face meetings.

 How to apply

This high-profile appointment is being managed for us by inVOLve Community Services, a charity-support organisation, who offer a no-obligation discussion by phone or video. A detailed Role Description and Skills Specification can be made available to you upon request.

Trustee appointments are subject to satisfactory references, and a satisfactory Enhanced DBS check.

Your CV and supporting statement will be read by our existing trustees; an informal discussion followed by a more-formal interview can be offered as soon as mutually convenient.

I need to know more

Contact Mike Allen via Quick Apply, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone), explanation about this important role and any assistance in your application.

Treasurer (trustee) for Age UK Berkshire

Do you have financial oversight and enthusiasm to help an organisation that supports older people across in Berkshire?
You could be the next Treasurer for Age UK Berkshire, a local charity with a nationally trusted name.

With origins in the 1950s, and now a thriving £1m+ charity that works with and for older people across the whole county, Age UK Berkshire is looking for our new Treasurer, to support the Board and CEO in our financial governance for the future.

You won’t be preparing day-to-day financial statements, as these are provided by our outsourced accountancy firm. Rather, you’ll have a strategic oversight of our finances, bringing your analyses and advice to help us to strengthen and grow our services.

In 2023/2024, our total income was £1,736,856, and our Balance Sheet stood at £1,948,760, making all our trustees’ governance of these funds a highly-responsible duty.

The role and what we are looking for in a new Treasurer 

Our Board includes people with experience in working with and for older people, and we’d expect our new Treasurer to have strong empathy with our cause and our beneficiaries. 

You’ll have experience of financial management, possibly in a SME or charity. Having a financial qualification would be very useful but isn’t a requirement; similarly, an understanding of the charity SORP or FRS102 isn’t necessary but would be welcome.

The ability to communicate financial information clearly, especially to other trustees, is very important. Support from our outsourced accountants will be available, as they produce our management accounts.

You don’t necessarily need prior experience of charity trusteeship, as full induction will be provided, plus specialist support as a new trustee including access to external training.

We are a charity not a business, but we apply business principles to governing our organisation. We want to expand the diversity of our Board, in all meanings of the word, and strongly welcome applications from people from less-represented groups. 

The focus of a trustee role is strategic, and trustees don’t get involved in the organisation’s operations; however, regular contact and liaison with other trustees, employees and volunteers is expected.   

We ask for about six hours per month which includes all meetings, discussions, etc., probably more at year-end and at our AGM. You will need access to digital communications, as much of our charity’s business is run that way.

How to apply  

This appointment is being managed for us by involve Community Services, a charity-support organisation, who offer a no-obligation discussion by phone or video.
A detailed Treasurer Recruitment Pack can be made available to you upon request.

Trustee appointments are subject to satisfactory references, to completion of an online Safeguarding course and an Enhanced DBS check. 

Your CV or similar will be read by our existing trustees and CEO, and an interview offered as soon as mutually convenient.

I need to know more 

Contact Mike Allen via Apply Now, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone).

Role Description: Charity Trustee Treasurer - Norfolk Ornithologists Association (NOA)

• Role Title: Trustee Treasurer
• Location: Norfolk, UK (Flexible, with meetings held virtually and in-person at Holme-next-the-sea)
• Time Commitment: Approximately 6-10 hours per month
• Reporting To: The Board of Trustees

NOA's Mission:

The NOA is a conservation organisation dedicated to the scientific study of birds and other wildlife, with four visitor reserves in Norfolk. We collect information which helps us to monitor and understand how birds and wildlife are coping year to year. Our work also enables people to encounter wildlife in a friendly and personal way. The results of the Association’s work are published yearly in its annual reports

Purpose of the Role:

The Treasurer plays a crucial strategic oversight role in ensuring the financial health and sustainability of the Norfolk Ornithologists Association (NOA). This role is focused on maintaining financial probity, providing clear financial guidance to the Board of Trustees, and ensuring that NOA’s financial practices are transparent, compliant, and well-managed. As a full Trustee, the Treasurer holds collective oversight and responsibility across all aspects of the organisation, not just in financial matters, ensuring that all decisions align with the organisation’s broader mission to conserve and protect Norfolk’s wildlife and habitats.

This is a high-impact volunteer position requiring strategic financial oversight rather than day-to-day involvement in operational tasks. The Treasurer will work collaboratively with fellow Trustees, providing leadership and contributing to decision-making on a wide range of organisational matters.

Key Responsibilities:

1. Financial Oversight and Governance:

• Ensure the financial integrity of NOA by overseeing the organisation ’s financial reporting and controls, acting as the nominal account holder for our accounts.
• Review and approve financial reports and statements prepared by an outsourced team of bookkeepers, ensuring they are accurate, complete, comply with legal requirements, and are submitted to the Charity Commission before the end of October each year.
• Provide strategic advice to the Board of Trustees on financial matters, helping to ensure that financial decisions align with NOA's long-term goals and mission.
• Ensure compliance with relevant regulations and charity law, including proper reporting to the Charity Commission, and that NOA’s registration is up-to-date.

2. Budgeting and Financial Planning:

• Support the creation of the annual budget, ensuring it aligns with NOA’s mission and strategic objectives.
• Advise the Board on long-term financial planning and sustainability, helping to identify opportunities for growth or savings.

3. Financial Strategy:

• Ensure NOA’s financial practices and resources are used effectively to support conservation work and the fulfilment of the organisation’s mission.
• Provide guidance to help NOA navigate financial challenges, ensuring appropriate use of reserves and funding.

4. Working with the Team:

• Work closely with the bookkeeper and the Warden team to ensure the smooth running of day-to-day financial tasks, such as accounts receivable, accounts payable, and payroll, without directly managing these processes.
• Ensure that the Quarterly Gift Aid claim is submitted to HMRC.
• Review financial records and key documents, including budgets, annual reports, and financial statements, in collaboration with the team.

5. Strategic Advice and Reporting to the Board:

• Report to the Board regularly on the organisation ’s financial health, making recommendations for any necessary corrective actions or strategic decisions.
• Advise the Board on the potential impact of external financial factors (e.g., funding sources, investments, and grants).

6. Supporting Fundraising and Financial Sustainability:

• Assist in fundraising strategy development, particularly with regard to long-term financial sustainability, including legacy donations and major fundraising initiatives.
• Help ensure that NOA’s funding sources are diversified and stable to support ongoing conservation projects.

Skills and Experience:

• Organizational and Financial Oversight: Strong organizational skills with an ability to assess and oversee financial operations. Experience in managing or advising on financial matters is highly beneficial, but the role does not require professional accounting qualifications.
• Strategic Thinking: Ability to think strategically about NOA’s long-term financial health and sustainability.
• Attention to Detail: High attention to financial accuracy and integrity.
• Experience with Governance: Experience working within a board or governance structure is desirable but not essential.
• Communication Skills: Strong written and verbal communication skills to explain financial matters to Trustees and other stakeholders who may not have a financial background.

Time Commitment and Trustee Role:

As a full Trustee, the Treasurer will have a responsibility to attend regular Board meetings, which typically occur monthly, and the annual AGM.

Each Board meeting will last approximately two hours, and will be held predominantly at Holme-next-the-sea, occasionally virtual.

Trustees are expected to contribute actively to Board discussions, decisions, and the strategic direction of NOA. The Treasurer will also play a key role in shaping financial and strategic decisions across the organisation.

In addition to Board meetings, Trustees may be asked to serve on or contribute to specific subcommittees within the Board, depending on the organisation’s needs. These committees may include areas such as finance, fundraising, or conservation strategy. Participation in these committees is flexible but will provide an opportunity to have more focused involvement in particular areas of the organisation.

The NOA Board of Trustees:

The Board is composed of [insert number of Trustees, e.g., 6-10] Trustees with diverse skills and backgrounds, all working together to oversee and guide the organisation . As a Trustee, you will be expected to collaborate with the other Trustees, each of whom brings valuable expertise and experience to the organisation . The Chairman of the Board leads the Trustees, and each member is committed to advancing NOA’s mission through strategic leadership, governance, and oversight.

What NOA Offers:

• The opportunity to make a meaningful impact on the future of wildlife conservation in Norfolk.
• Flexibility in how you perform the Treasurer role, with an estimated time commitment of around 6-10 hours per month (including meetings and preparatory work).
• Collaboration with a passionate and dedicated team of Trustees and staff, with the chance to contribute to the strategic direction of NOA.
• A structured governance framework with opportunities for growth and leadership within the organisation .

How to Apply:

If you are interested in applying for this role, please submit a CV and a brief cover letter outlining your experience and why you are interested in becoming the Treasurer of NOA to the Chairman, Steve Newman.

By joining the NOA as Trustee Treasurer, you will play a vital role in ensuring the ongoing success of NOA’s conservation efforts and its financial health, making a lasting impact on the future of wildlife in Norfolk.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.