Finance Administrator Volunteer Roles

Would you be willing to serve a unique Christian charity by supporting its Finance Department? Do you have financial experience and now wish to volunteer some of your time? If so, this voluntary post could be for you!

The opportunity

• Part-time, 1 day per week
• Reasonable Expenses Paid

This is a new opportunity to work alongside CMF's Accountant to undertake regular administrative financial tasks.

Our volunteer Finance Assistant will assist the accountant with tasks such as processing bank transfer requests, ensuring accounts software is up to date and accurate, and preparing financial reports.

Would you be willing to use your passion, skills and experience to support CMF in our mission to see Christian healthcare professionals united and equipped to live and speak for Jesus Christ?

This role is based at our London office.

Who are the Christian Medical Fellowship (CMF)?

With approximately 4,800 members throughout the UK and Ireland, our members are drawn from all Christian denominations. We are united by our faith in Jesus Christ and our belief in the Bible as God's Word. We equip doctors, nurses, midwives, and students, along with other healthcare professionals, to live out their Christian calling to care with competence and compassion. As a fellowship, we work together to support, encourage, and inspire each other, uniting to serve Jesus together in this generation.

What's our vision?

One million people access the NHS every 24 hours; it is the fifth-biggest employer on earth. What might God do with a movement of Christian healthcare professionals who live and speak for him? We long to see our healthcare system and our nations transformed through the lives of those who are living and speaking for him.

About us

A new and exciting opportunity has arisen within Pro Bono Economics (PBE), to volunteer in the Operations Team. PBE is an organisation that prides itself on its flexible working environment, culture of learning, focus on wellbeing and the strength of our relationships. PBE offers various opportunities for development and a team working at the top of their game.

PBE’s mission is to end low personal wellbeing in the UK. We do this by helping charities and social enterprises understand their economic and social impact, so they can improve their overall effectiveness. We enable professional economists from the private and public sectors as well as academia to volunteer their skills to tackle some of the most pressing issues in society. We have worked with over 500 charities since our inception in 2009.

Having successfully delivered a major programme of groundbreaking work on the condition of the charity sector in the form of the Law Family Commission on Civil Society at the start of 2023, PBE entered a new phase in its development. Building on its growing research and policy expertise and its strong association with the social sector, the organisation takes a bottom-up and top-down approach to exploring, understanding, and tackling the causes and consequences of low personal wellbeing in the UK that uses the insights and perspectives of charities and community groups as a unique jumping off point. PBE is focused on delivering high quality research that both translates into real policy and practice impacts for people with low wellbeing and supports a more effective social sector to help deliver that change.

About the role

Reporting directly to Pro Bono Economics’ Finance & HR Manager you will be offering much valued support to PBE’s Operations team with the day-to-day finance and operations processes. This is a varied and exciting role requiring a strong finance and office background, excellent organisation skills, a keen eye for detail and a great level of accuracy. It also offers a great opportunity to develop your existing skills and learn new ones in a high impact charity.

Post type: Volunteer - able to commit a minimum of 10hours per week

Benefits

• Flexible working hours
• Expenses can be paid for travel where needed
• Training in XERO accounting, Salesforce and Monday 

Main Duties & Responsibilities

Finance

• To support the Finance & HR Manager with the monthly payment run
• Processing purchase invoices on our Xero account
• Perform weekly bank reconciliations.
• Raising sales invoices and dealing with outstanding payments
• To assist with quarterly VAT returns
• To assist the with general finance administration duties and managing the finance inbox

Operations & IT

• To support the Finance & HR Manager with recruitment
• To assist with maintaining office stationery and supplies
• To assist with reporting maintenance and repairs.
• To assist with reporting/logging IT issues with the external IT support team. 
• Any other duties as deemed reasonable by the line manager.

About you

We are looking for an enthusiastic candidate with a strong finance and office background with a passion for the social sector and able to commit a minimum of 10 hours a week.

 Ideal characteristics include:

• Ability to communicate effectively with a wide range of people
• A keen eye for detail and a great level of accuracy
• Good working knowledge of Excel
• Experience of using an accounting package preferably Xero
• Excellent organisational skills
• Good interpersonal skills
• The ability to work flexibly as part of a small team.

PBE is an equal opportunity employer and values diversity. We encourage applications from all parts of the community and we give all applicants and employees fair and equal treatment, regardless of age, race, gender, religion, sexual orientation, disability, or nationality. We also guarantee an invitation to interview for all applicants with disabilities who show evidence that they can meet the role's ideal criteria.

For details of our applicants's privacy policy, please visit PBEs website.

Role: Charity Administrator / Manager / Trustee
Location: Remote
Job Type: Part-time

About Us:
The Spiritual Arts Foundation is a unique UK arts organisation dedicated to promoting the spiritual exploration of artistic expression. We believe in the transformative power of spirituality and the arts to inspire individuals and communities. Our organisation has over 90 professional creative members, including artists, authors, composers, singer-songwriters, filmmakers, and producers, 1200+ members within our ‘Spiritual Creatives’ Meetup group and a rapidly expanding volunteer management team of more than 40 writers, marketers, art historians, social media and digital marketing experts.

Position Overview:
The Spiritual Arts Foundation is seeking a highly experienced and knowledgeable Charity Administrator / Manager to join our team. The ideal candidate will have an understanding of charity law and regulations in the UK, along with extensive practical experience in setting up charities, Community Interest Companies (CICs), and Companies Limited by Guarantee (CLGs). In addition to possessing exceptional organizational and project management skills, the candidate should also have a genuine interest in spiritual subjects and a passion for making a difference in the world.

Responsibilities:

You will be required to:

• Provide expert guidance and support in the setup and registration of charities, CICs, and CLGs, ensuring compliance with relevant UK legislation and regulatory requirements.
• Consult with our legal team on the preparation of legal documentation, including governing documents, constitutions, and articles of association.
• Assist in the establishment of appropriate governance structures, and work with our HR team regarding the recruitment and training of trustees and board members.
• Assist our management and accounting teams to choose optimal bank accounts and obtain the necessary financial services for new charitable entities.
• Consult with our fundraising team to help implement our strategies for fundraising, donor engagement, and income generation.
• Offer strategic advice on staffing requirements, recruitment processes, and employment contracts.
• Help us to identify potential risks and opportunities associated with charity setup and operation.
• Keep abreast of changes in charity law, regulations, and best practices, and ensure that organizational policies and procedures remain up to date.
• Collaborate effectively with internal teams, external stakeholders, and regulatory bodies to achieve organizational objectives.

Preferred Qualifications:

• Proven experience in setting up charities, CICs, or CLGs in the UK, including a comprehensive understanding of the legal and regulatory framework.
• Knowledge of charity law, tax regulations, governance principles, and financial management practices.
• Effective communication skills, both written and verbal, with the ability to convey complex information in a clear and concise manner.
• Demonstrated ability to work collaboratively in a multidisciplinary team environment, fostering a culture of trust and respect.
• Genuine interest in spiritual subjects and a commitment to promoting values of compassion, empathy, and social responsibility.
• Flexibility to adapt to changing priorities and requirements, with a proactive and solutions-oriented approach to problem-solving.

Why work with us?

• Highly cooperative & flexible team structure, filled with inspiring creatives and spiritual scholars.
• Self-promotion opportunities through the Spiritual Arts Foundations networking channels for artists and creatives.
• Gain personal fulfilment by contributing to spiritual growth and cultural enrichment as you support our mission.
• Enhance skills valuable in personal and professional life through hands-on involvement in spiritual arts initiatives.
• Build a network of like-minded individuals, fostering friendships, collaborations, and potential career opportunities in the arts and spirituality.
• Enjoy complimentary access to spiritual events, workshops, and experiences, deepening your knowledge and appreciation of the arts.

This position offers an exciting opportunity to play a pivotal role in the successful growth of The Spiritual Arts Foundation.

West Kirby School & College is seeking to appoint a Trustee with Responsibility for Finance

Commitment: Around 12 days per year

Role Overview: A rare and exciting opportunity has arisen for a high calibre and committed Trustee with responsibility for Finance to join our Governing Board and vibrant School community.
To excel in this role you will have proven experience of working within the charity sector, perhaps in a CEO role, working as a NED, or some other strategic leadership or governance role.
You will contribute to the work of the Board in ensuring high standards of achievement for all children and young people in the School by ensuring clarity of vision, ethos and strategic direction, holding executive leaders to account for the educational performance of the organisation and its pupils, the performance management of staff, and overseeing the financial performance of the School and making sure its money is well spent.

Background

We are looking to fill the position of Finance Trustee/Treasurer for our Board of Trustees. Working with the Executive Director and Finance Manager, this role monitors the financial administration of the charity and reports to the board of trustees on its state of financial health, in line with best practice and in compliance with the governing document and legal requirements, to provide the board with the confidence and knowledge to better make strategic decisions.

Time requirement

The role will require a time commitment of 2 - 3 hours a month (with some months potentially requiring additional input), in addition to quarterly, 3 hour board meetings (online/hybrid), and the Medact AGM in September or October. 

The Finance Trustee will ideally be available to work with the Executive Director, Finance Manager and fellow Trustees between Board meetings, including taking responsibility to deal with issues which may arise, and meet with the Executive Director and Finance Manager before board meetings. 

Term of office

The Finance Trustee's term is two years, following which Trustees may re-elect the position for a further one or two term(s).

Remuneration

Medact is a charitable, not-for-profit organisation.  Trustee roles are not remunerated.  However, if finances are a barrier to participation, we would like to discuss how we can overcome that.  Reasonable expenses for travel can be paid for those not living in London. 

Key Responsibilities 

• Liaise with ED and Trustees to ensure the financial viability of the organisation’s strategy
• Advise on the financial implications of Medact’s strategic plan
• Present Medact’s financial position and broader context at Board meetings
• Support the Finance Manager with the production of an annual budget
• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation
• Take a lead in interpreting financial data to fellow Board members
• Provide oversight and guidance where necessary of accounts prepared for funders and  relevant statutory bodies
• Oversee the appointment of auditors and review on a regular basis
• Act as counter signatory on charity cheques and some applications to funders, approve payments on banking systems, and spending approval in accordance with financial management processes
• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis

Essential skills:

• Good background in financial management and analysis, gained through paid or unpaid experience
• Able to communicate financial information clearly and to people with different levels of financial and data literacy 
• Knowledge and experience of finance practice relevant to voluntary and community organisations
• Knowledge of accounting processes, tools and procedures
• High proficiency in Excel/Google Sheets, Powerpoint/Google Slides for analysis and presentation
• Commitment to Medact’s vision, purpose and culture and its way of working
• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions 
• High level of integrity and sound judgement
• Able and willing to devote the necessary time to the role

Submit your interest using your CV and a short cover letter speaking to the responsibilities and person criteria.

The Board of Trustees of Streetwise Opera is seeking a new Trustee who can take on the role of  Treasurer and Chair of the Finance Committee. This volunteer position plays a crucial role on the Board and is essential in supporting the team to base ambition and risk on solid financial planning and forecasting. The Treasurer leads the Committee in giving financial updates and recommendations to the Board. 

The Treasurer will have appropriate financial qualifications such as ACA, ACCA or CIMA, and some experience of charity finance, fundraising and pension schemes. We are aiming to find someone with experience of committee work and/or governance roles (ideally with a good understanding of effective governance in a charity context).

We are recruiting a volunteer to join our Board of Trustees

What will you be doing?

City Catering Southampton (CCS) is proud to be the UK’s first charitable catering company. We are all about improving people’s lives through the delivery and promotion of wholesome, nutritious food. We are skilled in delivering delicious meals for the city’s vulnerable adults and school-age children across Southampton – meals that support their wellbeing, their growth and development, and therefore their ability to truly thrive. We have an outstanding track record and are proudly accredited by Food For Life for our school meals.

Our ‘why’ is to help support Southampton’s health and wellbeing, through the services we provide and the surplus that we generate and as such our vision and our business model is unique in the industry.

Having established ourselves as a strong, flexible, and profitable independent business, we are now moving into a phase of recovery following a turbulent 18 months, and we are seeking committed individuals to join our existing Board of talented Trustees. Our desire is to further expand the range of Trustees skills that we can draw upon, to help lead us through this exciting next stage in the company’s development.

We are looking for people who want to make a difference by contributing their skills, enthusiasm and lived experience of the challenges facing our beneficiaries to our existing Board. We need you to help us turn our aspirations into reality.

We need Trustees who will join our Board ready to contribute actively and make a real and positive impact on the organisation’s future. We need Trustees that will give strategic direction; help set overall policy; help define goals and set targets; help evaluate performance; and help ensure the charity’s effective and efficient administration and financial stability. We need Trustees who fully understand the importance of being able to access a nutritious meal.

We want a wide range of people from different sectors and communities on the Board and seek to be representative of the diverse population of Southampton. We are an equal opportunities employer, and we value diversity – we would welcome applications from all sections of the community. We are particularly keen on bringing a Trustee onto the Board with knowledge or experience in Finances or schools – as one of the key areas of focus for good governance.

What are we looking for?

We are particularly keen on bringing a Trustee onto the Board with knowledge or experience in Finance or schools – as one of the key areas of focus for good governance.

There is no need to have trustee experience to apply; your passion, enthusiasm and dedication is what we value most.

What difference will you make?

Trustees are expected to prepare for and attend up to six Board meetings a year, plus our AGM; Trustees also need to be available to contribute advice and support on an ad hoc basis, as needed by the business, and get involved in committee meetings, focusing on People, Audit & Risk, Finance, and Charitable Impact

Becoming a charity trustee is an amazing way to give back to the causes you love, connect with your community, boost your career, confidence, happiness, and health.

There is no need to have trustee experience to apply; your passion, enthusiasm and dedication is what we value most.

As a Trustee, you will have

• Induction, access to training, and reimbursable expenses
• Opportunities to make strategic decisions and develop new skills
• Opportunities to network with senior professionals
• Influence to shape innovative projects
• The chance to improve the nutrition of people and communities

Before you apply

• Please apply through Reach in the first instance and provide a covering letter detailing why you are interested in this role and your relevant experience Shortlisted candidates will be asked to have an informal meeting with the Chair of the Board of Trustees and our CEO. 
• Please contact us via Reach with any questions.

We are recruiting a qualified accountant to our Board of Trustees and to join our Finance, HR and Risk Sub-Committee with a view to Chairing this group in time.

In addition to wider trustee responsibilities you will provide particular governance oversight of Frantic Assembly’s finances.

Key Trustee Responsibilities

• Contributing actively to execution of the Board’s responsibility to give strategic direction to the Charity, through business planning and by establishing a clear mission, values and objectives;
• Playing a full and active part in Board meetings (four meetings per annum and otherwise as required);
• Keeping up-to-date with the Charity’s activities, ensuring that they are in line with its aims and objectives, and that they are for the public benefit;
• Attending Frantic Assembly productions and events, and where possible, introducing other people to Frantic Assembly through those activities;
• Being an ambassador and advocate for Frantic Assembly, promoting and championing our work, ambition, vision and objectives to stakeholders, and relevant organisations whenever possible throughout the year;
• Participating in formulating fundraising strategy and participating where appropriate in fundraising activities. Trustees are themselves encouraged to donate to the charity from time-to-time at a level appropriate to their personal resources;
• Introducing contacts to the Charity for the purpose of the provision of funding or advice;
• Ensuring the Charity complies with company and charity law and the requirements of The Charity Commission.

Key Financial Oversight Responsibilities

• Chairing Frantic Assembly’s Finance, HR and Risk Sub-Committee (up to five meetings per annum and otherwise as required);
• Ensuring the adequacy of risk management, internal controls and governance arrangements;
• Oversight of annual budgets and financial reports - working alongside CEO and external auditors as necessary;
• Governance of financial management and reporting including cashflow and financial planning;
• Providing a short annual report to the Board, summarising the Sub- Committee’s conclusions from work undertaken during the year

PERSON SPECIFICATION

• Qualified accountant or similar qualification:
• An interest in the work and values of Frantic Assembly and a proactive commitment and enthusiasm to shaping and advising on the future of Frantic Assembly;
• Understanding of financial administration in the charity sector ;
• Understanding of the management of charity resources, including internal financial controls, charity reserves and restricted funding;
• An understanding and acceptance of legal duties, responsibilities and liabilities of trusteeship and the roles of boards;
• An ability to put the best interests of the charity at the heart of all decision making and to make judgements that fits the organisational operation as well as to advance the charity’s interests.

Job description

Quilombo UK is looking for a Finance Assistant to join their growing team.

Quilombo UK works with the objective to;

• promote different arts, sports and cultures to encourage an intercultural understanding between different communities and societies
• promote cultural awareness in the community and educate, regardless of nationality or origin, about race diversity and mutual respect
• promote good health and wellbeing; and run a community organisation with a strong focus on individuals, the community and society as a whole.

The Finance Assistant will be responsible for a range of activities like assisting the Finance Manager in managing and processing various accounts, reconcile financial data and record various financial transactions. There will be some other administrative tasks too.

This role offers a great opportunity for the right person who is looking to; gain experience in the Third Sector; develop their office based and management experience; or just simply 'give something back to their community'.

Where necessary specific training will also be provided to help you develop and grow your skill set.

Main Responsibilities

• Collect and enter data for financial spreadsheets
• Verify & check the supporting documentation for and seeking approval of staff and other stakeholders for expenses claims.
• Process expense claim transactions once paid.
• Assist in processing & preparing the forms for checking account balances.
• Assist with payment and bank reconciliation tasks.
• Perform routine calculations and produce analysis reports, as and when required
• Review the department budgets on a routine basis.
• Assist in reviewing and auditing financial statements and reports, to check their accuracy.

General tasks

• Contribute to staff meetings and other internal meetings with views and suggestions etc.
• Reconcile any discrepancies or errors identified and report to Finance Manager.
• Adhere to organisations financial policies and procedures.
• Answer any questions or queries if arises
• Suggest any changes or improvements to increase accuracy, efficiency and cost reductions.

Essential

• Numerical competence
• Well organised, proactive and able to deliver tasks efficiently.
• Able to speak confidently with a variety of stakeholders.
• Good time-management skills.
• Proficiency in Microsoft Word and Excel.
• To show professionalism at all levels and in all environments
• Strong team player
• Ability to work independently and ask for clarification when needed.

Desirable

• Some understanding of basic accounting principles.
• Committed to working with the community with a passion for helping others less fortunate

The Professional Development Programme with Quilombo UK runs over a period of 16 weeks, is UNPAID and requires a minimum of 12 hours commitment per week across Monday, Wednesday and/or Friday.

Upon successful application, our HR team will contact you to arrange an interview. Following a successful interview, we'll initiate the onboarding process by sending you the necessary documents. Once your onboarding and identification documents are received and verified, you'll be invited to a 6-hour HR and System Induction. Subsequently, you'll meet with your Head of Department or Assistant Manager for your First Day.

Please Note : This role is work from office and those applicants who are local to the Kingston, UK can only apply.

Job Types: Part-time, Volunteer

Work Location: In person

The Royal Air Force Central Fund is seeking an independent member to join its Finance and Risk Committee. The member will work with the Committee to oversee the Fund’s finance and risk governance, ensuring these are aligned with the Fund’s charitable and strategic objectives. Following a recent transformation, this voluntary role will give the member an opportunity to support and develop one of the country’s most exciting sport bodies.

About the RAF Central Fund (the Fund)

The RAF Central Fund is a 100-year-old charity that supports the 30,000+ serving personnel and over 40 stations that make up the RAF; the charity works to safeguard the health and well-being of serving RAF personnel through access to sporting opportunities and physical activities. The Fund is the primary funder of the 54 RAF Sports Associations and the sports kit and equipment that allows personnel to participate in their chosen sports from grass roots to Olympic level.

The Fund has recently undergone a period of transformational change and merged a partner charity and 36 of the 54 sports associations into itself. The remaining associations are currently in a consultation process with the aim of following suit to merge over the next couple of years. The goal of this change is to reduce the administrative burden and free the associations up to focus on delivering their respective sports for their members. The new construct also allows for improved opportunities relating to the sponsorship of RAF Sport.

The Committee

The RAF Central Fund is a registered charity and a company limited by guarantee. The Committee is made up of a mix of serving and non-serving members all of whom abide by the Terms of Reference and Code of Conduct.

The Committee meets three times each year virtually or in London or the Buckinghamshire office.

The Role

The terms of office of Committee members will be up to three years. It is anticipated that the time commitment is around one day per quarter, this includes attendance at up to three Committee meetings a year.

Expenses will be paid in accordance with the RAF Central Fund’s expense policy.

The duties of a Committee member include:

· Implementing the Fund’s risk and financial strategies as set by the Board;

· Overseeing management of the strategies in accordance with the Committee Terms of Reference, the Articles and relevant statutory and regulatory frameworks;

· Monitoring the Fund’s financial statements, internal controls and risk management and reporting to the Board any significant issues and judgements;

· Contributing actively to the role of the Committee;

· Working with the Fund’s Committees and Board of Trustees to ensure the financial stability of the charity.

Each member should use any specific skills, knowledge or experience they have to help the Committee reach sound recommendations for the Board of Trustees. 

Key Competencies:

· A high level of objectivity and independent judgement;

· An ability to work in partnership;

· Ability to communicate concisely and effectively;

· A charitable background preferred;

· Accounting investment experience would be advantageous but not essential.

Applications:

Closing date for applications is midnight on Sunday, 28 April 2024.

• Role: provide financial oversight, analysis and strategic guidance to the CEO and board
• Liaises with: Chair, CEO, trustees, committees, external supporters
• Location: Cambridgeshire area/remote
• Voluntary role: reasonable expenses paid
• Term: negotiable, e.g. interim/three years/extendable by re-election
• Application closing date: 31 May 2024

Evolve Counselling is a long-established charitable social enterprise, providing low cost, affordable or funded mental health counselling to adults in Cambridgeshire and surrounding counties. Our professional counselling community is made up of 50 – 60 qualified self-employed practitioners, working part-time to deliver talking therapies both online and in person.

We deliver around 500 counselling sessions per month to a broad range of individuals, many of whom would not otherwise be able to access therapeutic support. Evolve also provides supervision, reflective practice, critical incident support, and mental health awareness and related training to organisations and businesses large and small.

We are searching for an experienced treasurer/finance specialist who can support our board, committees, and the CEO as we move through our next strategic stage of consolidation, then growth. Although long-established and successful, Evolve is reshaping itself and your financial expertise will be instrumental in positioning our charity to successfully meet the ever-growing demands and opportunities for supporting good mental health in our communities. Please note, a background in counselling is NOT a prerequisite for this role.

Including quarterly board meetings, committee sessions (at present virtual), a face-to-face AGM event, away days, and regular meetings with our CEO and the trustees, we anticipate a flexible time commitment of around 2 - 5 days per month.

For further information or an informal discussion of interest, please contact Kevin Bottrell, Chair of Trustees.

Application process: Expressions of interest in the first instance by email to Kevin Bottrell, Chair of Trustees.

Our Chair will review and assess expressions of interest and will then call for applications in the form of a CV and letter setting out the applicant’s motivations, which will be assessed by a panel of trustees under conditions that maximise our commitment to EDI principles. Applicants may be asked to interview, and appointment will be made at a meeting of the board of trustees and ratified by the membership at AGM.

Due to Trustee retirement, Braintree Area Foodbank is looking for a new volunteer Finance Trustee. You will be part of Braintree Area Foodbank's board of Trustees, which provides governance and leadership over a Charity that provided over 12,000 meals last year. Braintree Area Foodbank has grown significantly in recent years, with new, exciting projects on the horizon. The Charity is looking for a candidate from a financial background, with experience of planning, preparing and monitoring budgets with expertise in the preparation of annual accounts. Support is available from a volunteer Treasurer along with additional support and guidance from the Board. If you are looking for a new volunteering role in a fast moving environment that directly supports those in poverty and makes a real difference then this could be the role for you.

Brief outline of Braintree Area Foodbank: 

Braintree Area Foodbank started in 2012. We are a part of the Trussell Trust network of food banks and distribute food and other essentials to people in crisis food poverty. We operate over a wide area around Braintree, with distribution centres in Braintree itself, Great Notley, Sible Hedingham, Halstead and Witham, supported by home deliveries where required. We work with a wide range of frontline referral agencies, voluntary and statutory, which are issued with vouchers to enable them to refer clients to the foodbank, having assessed their needs. Clients then visit one of our centres where they are met with light refreshments and a listening ear. Additionally, in order to try to mitigate the underlying cause of the crisis, our centres have information on a wide range of organisations to which clients may be signposted by one our volunteers.

Key duties and responsibilities: 

• Review timesheets, run payroll including the maintenance of this system. Set up payments for travel and remuneration. This includes managing the Inland Revenue system and the pension scheme.
• Monitor and manage our online finance management system, including updating our internal cash flow report.
• Provide supporting financial information for grant applications. Including monitoring and maintaining records for related expenditure for grants received for inclusion in donor reports.
• Review Charity savings including the investigation for new or renewable investments, with the completion of paperwork as necessary.
• Prepare and present the annual budget for the Board of Trustees agreement.
• Complete the SOFA, balance sheet and notes for inclusion in the TAR. This will include liasing with Trustees to support a Trustee commentary to sufficiently explain financial data.
• Obtaining the acceptance of the TAR from Trustees and organise and attend meetings with the Independent Examiner.

A full job description and person specification can be found attached to this advert. 

Faith in Action Merton Homelessness Project (FiA)

Our mission is to help and support homeless and vulnerably-housed people in and around the London Borough of Merton. We operate a twice-weekly Drop-in, currently welcoming 50-60 individuals each day, while our Winter Night Shelter provides a warm, dry place to sleep every night during the coldest nights of the year – this winter from 4 December until 10 March 2024.

Our current Finance Director Trustee is retiring, having completed the maximum of nine years in the role. We’re now looking for an enthusiastic and committed volunteer for the role which covers the following positions:

1. Finance Director and Trustee
2. Bookkeeper

The current incumbent fulfils both roles but we would consider splitting the responsibilities if two complementary applications were received.

Finance Director (FD) and Trustee

This role includes joining the current team of Trustees, who together have overall responsibility for the successful running of the Charity.

Key responsibilities of the FD are:

● Overall responsibility for the finances and accounting of the charity

● Overseeing the preparation and presentation to the Board of Trustees of: Five-year business plan; Annual budget; Monthly P&L and cash account compared to budget; Outturn forecast if/when necessary; Annual accounts

● Work with the Company Secretary and Chair to prepare and present the Annual Report

● Oversee financial management and operations, and manage internal financial controls, ensuring that we adhere to Charity Commission guidelines at all times

● Liaison with FiA’s auditors

● Being a bank signatory

● Oversee all business relationships/contracts to ensure best value

● Report on financial matters to Trustees and make recommendations as necessary

● Attend Trustee meetings (usually around 10 pa),

● Recommend pay rises and annual bonuses for FiA’s team of eight staff

● Authorise payments up to £1,000 (note: payments above £1,000 should be referred to the Trustees) Estimated time commitment: 6-10 hours per month

Bookkeeper

Key responsibilities are:

● Maintaining an up-to-date cash account and summarising the position monthly for preparation of reports

● Prepare monthly bank reconciliations

● Accounting for Gift Aid and submitting payment applications to HMRC

● Overseeing the management of the payroll and submission of documentation to HMRC, and any stakeholder pension arrangements (note: the payroll is managed on a bureau basis by Wimbledon Guild)

● Payment of regular bills

● Authorise payments up to £500 (note: manager to sign off payments up to £200) Estimated time commitment: 8-10 hours per month.

For more information about either post, please contact Bernie McAlister, Chair of Trustees.

The administrative assistant will be assisting in general administrative support. They will have a close dialogue with key stakeholders, funders and donors to create relationships to help the organisation move forward.

The requirements for the job is basic office and communicating skills.

The administrative assistant should be keen on learning and developing new skills within the Organisation.

There will be opportunities to develop skills within several different units of the organisation such as; Marketing, Funding, Finance, HR and Legal.

The position will give the volunteer the opportunity to get insight into these different units, and the choice to develop oneself within the one (or several) that becomes of most interest, while at the same time getting versatile, transferable skills that can be applied throughout the organisation.

Main Tasks:

• Contact and communicate with stakeholders - explaining the organisational aims of the organisation and creating relationships and collaboration with other organisations.

• Assisting other volunteers in positions such as Marketing, Funding, Finance, HR and Legal.

• Administrative duties.

Required Skills:

• Microsoft word (Excel, Word, PowerPoint)

• Communication skills

• Team-working skills

• Delivers work of quality in a timely manner

• Self-driven

• Obtains a professional attitude

Training and Support Available:

• Office (Excel, Word, PowerPoint)

• Development within desired department

The volunteering program with QMC School requires a minimum of 16 weeks of commitment. We are looking for someone who can offer 12 hours a week, Monday - Friday.

Please note that this is a volunteering role

Upon successful application, our HR team will contact you to arrange an interview. Following a successful interview, we'll initiate the onboarding process by sending you the necessary documents. Once your onboarding and identification documents are received and verified, you'll be invited to a 6-hour HR and System Induction. Subsequently, you'll meet with your Head of Department or Assistant Manager for your First Day.