Finance Director Volunteer Roles in Cardiff, Wales

Finance Trustee

 

Are you interested in becoming a voluntary Finance Trustee? We are looking for an experienced and committed individual to play an essential role in the governance and development of a hospice charity dedicated to supporting people with terminal and life limiting illnesses.

 

Position: Finance Trustee (voluntary)

Location: Remote, with travel to Swindon

Time commitment: Trustees are asked to participate in quarterly Board meetings, preferably in person. Plus Trustees are asked to participate in and/or Chair, preferably in person, at least one Sub-committee. Meetings of these sub-Committees are held once every quarter. Trustee are also asked to attend the Annual General Meeting of the Hospice.

Remuneration: The position is unpaid, though reasonable expenses (such as travel to meetings) are reimbursed.

The Role

It is the duty of the Board of Trustees to act in the interests of the Charity’s beneficiaries. It should ensure that the Charity as a clear strategic direction and purpose, and a sense of urgency to get on with the work it was established to do. It should set clear objectives, establish priorities, safeguard the assets (money, property, equipment, human resources) and use them effectively and exclusively to benefit those Charity exists to help.

 

Some of the main key responsibilities include:

· To ensure that the charity complies with its Memorandum and Articles of Association, Charity law, Company law and any other relevant legislation.

· To ensure the charity applies its resources exclusively in pursuance of its objects.

· To contribute actively to the Board’s role in giving firm strategic direction to the charity.

· To ensure the financial stability of the charity.

· To appoint the Chief Executive and monitor their performance.

· To assist in the recruitment and selection of potential new Trustees.

· To contribute as a member/chair of a committee reporting to the Board

 

About You

You need not have been a charity trustee before, although experience of charity governance and working as part of a committee would be highly beneficial. You will need to have great inter-personal/people skills and the time to perform the role effectively.

We are also seeking the following essential skills and experience for this role:

 

· A qualified Accountant with extensive professional experience within a finance based role

· Experience of contributing to senior/executive level board discussions

· Experience in development and delivery of business plans in line with strategic planning

· Experience of chairing meetings and/or events

· An understanding or developing partnerships and building relationships with other organisations

This is a fantastic opportunity, so if you feel you have the necessary skill apply today and start making a valuable contribution to the essential work of the Hospice! Trustees are volunteers who give their time, skills and expertise for no financial gain. As a member of the Board, Trustees you will develop a range of skills and experience which are applicable beyond the charity sector.

Other roles may include; Qualified Accountant, Finance Director, Head of Finance, CFO, Chief Financial Officer, Accountant, Head of Accountancy, CEO, Charity CEO, Finance Trustee, Treasurer, Senior Finance Manager, Senior Accountant, etc.

 

Terms and conditions: Voluntary roles, expenses paid

Closing date: This advert will close on 7th October 2024

SEED Madagascar is looking for two new Trustees to work on its Board of Trustees and with the Managing Director and his team.  One role is to be the Vice Chair to support our Chair across her role, and the second role is to bring fundraising expertise to support SEED in its vital work in Madagascar.

SEED is growing and rising to the challenges that the country and its people are facing, and these Trustees will play an important role in SEED’s development.

SEED delivers impactful projects with communities in the southeast of Madagascar in the fields of community health, sustainable livelihoods, conservation and school infrastructure.  More recently SEED has responded to the famine affecting many families in the areas it works with emergency food distribution. 

The new Trustees will bring experience of working at a senior level in the not-for-profit sector. The Vice Chair will bring governance experience, and the fundraising trustee will have experience of fundraising in organsiations of a similar size. We are looking for a passion for, and understanding of, international development, along with strong people skills and a good grasp of strategic planning.

Please see our Candidate Pack for full details of the role and the recruitment process. 

The Infection Prevention Society are recruiting a volunteer to join our Board of Trustees as our new Finance Trustee. 

Our charity is about to begin a period of transformational change.  We are in the process of recruiting our first staff-team, and are now looking for an excellent Finance Trustee to work with the Board of Trustees and chair our Audit & Finance Committee, supporting our new six-strong team (which will include a CEO and a Financial Controller who is an experienced and qualified charity accountant).

We are an organisation our new Trustees will be proud to be a part of. Our current Board of Trustees are excited for our future and our members are supportive of the changes to the Society’s management structure.  For the past year we have worked closely with our Interim Managing Director and our members, Branches, Special Interest Groups and Business Groups to develop our new strategy - Working together to prevent infection.  

The aim of the Infection Prevention Society (IPS) is to inform, promote and sustain evidence-based infection prevention policy and practice to create a health and care system where no person's health and wellbeing is harmed by preventable infection. 

Our broad membership includes infection control practitioners, scientists, clinicians and industry experts and we support our members via branches across the UK and Ireland.  We deliver educational opportunities to support best practice in infection prevention and control through an annual conference, study days, our academic journal, and research activity.  We support our members with a competency framework and credentialing system, international engagement opportunities and product evaluation services for industry.

The IPS has an independent Board of Trustees who are responsible for governance and risk management functions of the society.  These include developing long-term strategy, assuring financial stability and compliance with governing documents, and evaluating performance.  The Board works with the Management Executive Group (MEG) who are responsible for leading and managing the business activity of the Society.

Who are we looking for?

Our new trustee must have skills in both of the following areas:

· Finance

· Strategic leadership

The trustee will chair our Audit and Finance Committee and as such will need to be a qualified accountant with a CCAB recognised qualification. 

As a Trustee you will be able to contribute to the work of the society by:

· Shaping the strategic direction

· Making decisions that enhance its influence

· Assuring good governance of the Society

We are looking for applicants who really want to make a positive impact on our organisation. They should have strategic vision and good judgement, an ability to think creatively, and willingness to contribute opinions and ideas.  A willingness to challenge is also desirable. An understanding of the legal duties, responsibilities and liabilities of trusteeship is desirable although Trustees induction and training would be available. Previous experience as a Trustee is also desirable but not essential.  Although the trustee positions are unpaid, reasonable expenses will be reimbursed. Trustees induction and training would be available.

The Board of Trustees hold a minimum of four meetings per year and trustees are also expected to attend the Annual General meeting which is held in the autumn.  The Audit and Finance Committee hold a minimum of four meetings per year.  These meetings will primarily be held virtually. The time commitment is around 4 hours once a quarter.

The IPS values all people as individuals. We aim to be an anti-discriminatory organisation and are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are inclusive and we believe diversity of thought will help us to achieve our strategy to Work together to prevent infection.  We welcome applicants from all groups, in particular those who are internationally educated, and represent the global majority. 

Closing date for applications: 9am Friday 20th September 2024

Interviews: date TBC

Role profiles and terms of reference can be found in the application pack.

Terms and conditions: Voluntary roles, expenses paid

Closing date: This advert will close on 7th October 2024

SEED Madagascar is looking for two new Trustees to work on its Board of Trustees and with the Managing Director and his team.  One role is to be the Vice Chair to support our Chair across her role, and the second role is to bring fundraising expertise to support SEED in its vital work in Madagascar.

SEED is growing and rising to the challenges that the country and its people are facing, and these Trustees will play an important role in SEED’s development.

SEED delivers impactful projects with communities in the southeast of Madagascar in the fields of community health, sustainable livelihoods, conservation and school infrastructure.  More recently SEED has responded to the famine affecting many families in the areas it works with emergency food distribution. 

The new Trustees will bring experience of working at a senior level in the not-for-profit sector. The Vice Chair will bring governance experience, and the fundraising trustee will have experience of fundraising in organsiations of a similar size. We are looking for a passion for, and understanding of, international development, along with strong people skills and a good grasp of strategic planning.

Please see our Candidate Pack for full details of the role and the recruitment process. 

Role: Trustee Board Member & Finance Committee Chair

Voluntary / Homebased

About the Jon Egging Trust (JET)

At JET, we support vulnerable young people to get back on track and realise their potential; more than 40,000 young people right across the UK to date, and there’s so much more we can do. We’re an organisation that really values its people and we’re immensely proud that our team culture is based on caring and raising each other up. 

Jon Egging Trust – Inspiration, Teamwork, Leadership, Employability

Why you should join the JET family:

JET is in an exciting stage of expansion and national recognition, and we are always looking for fresh thinking and positive ideas to enhance and further energise our committed board of trustees and committees. Being a Trustee of JET is a rewarding and fulfilling role:

· Opportunity to work with and learn from like-minded, experienced and accomplished trustee colleagues 

· Driving towards a common goal of helping grow the quality and reach of a brilliant and unique, established charity  

· Networking opportunities among JETs corporate, military and individual partners and supporters as we develop our work with and through them

The most effective Boards benefit from individuals from a diverse range of backgrounds, experiences and skill sets. Across the JET team we cultivate a culture of inclusion that respects individual strengths, views, and experiences. We believe that our differences enable us to be a better team – one that makes better decisions, drives innovation, and delivers better outcomes for our young people.

What the Finance Trustee role entails:

We are looking for a dedicated and passionate Trustee to join our Board and become a member and chair of our Finance Committee (FC), with specific skills and expertise in financial management, ideally bringing charity finance experience.

Our Trustee Board is the legal entity, which is ultimately responsible for everything that the Trust does and is accountable for the organisation's financial regularity and all other aspects of propriety. Trustee Council is made up a group of volunteers who hold the financial and legal responsibility for everything the Trust does. They bring a wide range of knowledge, expertise and experience to the charity and are responsible for approving our strategic plans, annual budget and Annual Report & Accounts.

The Finance Committee (FC) is a sub-committee of our Board that assures we have suitable financial systems and controls in place, that they are working effectively, and that risks are properly identified, managed, mitigated and reported. FC is currently chaired by a long serving member of the Board.

What we ask of you and your time:

Our Board meets at least every 3 months remotely/virtually via Teams. Board meetings tend to be held on weekday evenings lasting approximately 1.5 hours, normally starting at 6pm. Board papers are circulated 1-week prior to each meeting to enable plenty of time to read through and ask questions prior to the meeting.

Our Finance Committee meet at least every 3 months, around a week in advance of the Board. Again, these meetings are remote/virtual, generally lasting 1.5 hours, normally on a weekday afternoon.

The role is meant to be compatible with a full-time job and caring responsibilities, and we always aim for trustee input to be as flexible and time-efficient as possible. We are always open to new ideas to make our Board and Committee rhythm accessible and reasonable for our members.

We welcome individuals who have:

· Strong empathy with JET’s mission.

· Significant experience of strategic financial leadership, ideally including charity finances.

· Demonstrable experience of working at a senior leadership team or Board level.

· Good, unprejudiced judgement and strategic vision.

· An understanding, awareness, and acceptance of the legal duties, responsibilities and liabilities of trusteeship.

Interested candidates are invited to submit a CV and a cover letter explaining how they could contribute to JET’s lifechanging work and why they would like to join as a Trustee. For more information please take a look at our latest Trustee Annual Report: JET Trustee Annual Report and Accounts FY23 Signed

If you have any additional questions or would like an informal chat with the Director of Operations and Finance, please contact through our website

Closing date is 15th October at 23.30

Interviews will be 30th October 2024

Child and adult at risk protection policy statement:

The Jon Egging Trust is committed to providing a safe and positive environment for everyone involved in its services and activities. The Trust takes its extended moral and legal duty of care very seriously in relation to children, young people, staff and volunteers. We seek to ensure the safety and wellbeing of all children and to protect them from harm or abuse when they engage in any of our activities. JET expects all employees and volunteers to share this commitment. The suitability of all prospective employees or volunteers will be assessed during the recruitment process in line with this commitment.

PFP is a UK-based charity working in Africa and Asia since 2004, and this year we are celebrating our 20th anniversary. Our Mission is to work together with local people and filmmakers to produce, distribute and show local language educational films that give help and hope to vulnerable and disadvantaged communities. Our latest activities have primarily focused on Malawi, Sierra Leone and Kenya. 

Every PFP film seeks to bring about positive change by engaging audiences with themes, characters and subjects that address important challenges facing themselves and their communities.

-  We commission, fund and manage film productions

-  We train and mentor local film makers

-  We partner with other organisations to produce media for their charitable objectives

-  We organise film distribution and viewings and promote digital engagement

-  We facilitate audience conversations to encourage deeper exploration of issues

-  We measure the impact of our films to ensure continued improvement

We produce a range of media from short documentaries and music videos to full-length feature dramas. Our work covers a wide range of subjects, including: health, disability and rights; social prejudice and stigma; agriculture; and environment and conservation.

See our Annual Reports on our website for more information on our work and recent activities.

Primary responsibilities

- Attend and contribute to quarterly Board meetings and work with the Directors and Trustees in advancing PFP’s vision, mission, and strategic goals.

- Develop and deliver PFP’s HR strategy. This includes the development and maintenance of employee and associate contracts, company policies and procedures, benefits and training packages, and a positive working environment.

- Lead on the recruitment and onboarding of employees, associates and volunteers, in accordance with the strategy of the Board.

- Work with the Director of Finance on payroll and pensions matters.

- Advise the organisation on compliance with employment law and safeguarding.

- Proactively seek fundraising opportunities.

- Contribute to the effective governance of PFP, including: ensuring PFP is accountable and carrying out its purpose for public benefit; ensuring compliance with the governing document and applicable law; and challenging the management of resources and ensuring financial stability.

Requirements

 - Strong people skills and proven track record of cultivating positive relationships

- Experience of designing and delivering a HR strategy

- Self-motivated and proactive

- Commitment to PFP’s purpose and values

Are you interested in penguins?!  Falklands Conservation are looking for their next treasurer/Finance lead trustee and non-executive director. 

Falklands Conservation is a non-governmental organisation working to protect the wildlife in the Falkland Islands for future generations. We undertake practical conservation projects, surveys and scientific studies, conduct annual monitoring of seabird populations, rehabilitate oiled penguins, publish guides and information on many aspects of the Falkland Islands environment, and involve Islanders of all ages in our activities. 

Falklands Conservation is a UK registered charitable company started in 1998 when it took over the activities and assets of a charitable trust founded in 1979 by Sir Peter Scott.

This role is for a trustee who will act as global treasurer and be the lead trustee for finance, investments and audit.Our next Treasurer will continue the oversight of our finances and investments, providing specific support and direction on all matters money-related.  They will advise the other trustees on these matters and support the finance team of the organisation.

This is an ideal opportunity for someone who would like experience of a non-executive role on a board (an existing trustee will act as a mentor).  It's a unique opportunity to get involved in an international conservation charity that makes a real difference in a location where nature is in charge.

This is a voluntary role without remuneration.

About Us

Since the Paris Agreement, global banks have poured a staggering $6.9t into the fossil fuel industry. At Bank.Green, our mission is to lower this vast carbon footprint via technology and consumer action. We empower bank customers with the tools and insights they need to influence their banks towards sustainable lending, or switch to greener alternatives. To date, our bank-checking tool has been used over 400,000 times by bank customers worldwide, while we have shifted a at least £30m towards bank who are financing a greener future. Through transparency, engagement, and innovation, we aim to redefine the role of banks in the fight against climate change.

Role Overview

As our Director of People Team your role will be vital in sculpting the workforce that will carry our mission forward. You will help us grow by hiring passionate volunteers who are eager to contribute to our cause. Your work will ensure that our remote team members are well-integrated into our organisational culture and are kept abreast with all necessary processes and tools to make a tangible impact in our advocacy efforts.

Commitment

This role is currently volunteer-based and we are seeking a commitment of 8-10 hours per week. We are looking for somebody to come on long-term, but are open to shorter-term applicants.

Key Responsibilities

• Manage the hiring of volunteers, from job posting to working with Directors on candidate selection, to conducting interviews.
• Continue refining our existing processes to align with our remote work environment.
• Working with People Coordinator to ensuring a smooth transition for volunteers beginning and ending their tenure.
• Foster a positive organisational culture that supports our mission and values, even in a fully remote setting.
• Design occasional virtual team-building activities to promote engagement and a sense of community among volunteers.
• Provide ongoing support to volunteers to familiarise them with organisational processes and digital tools.

Desired Skills

• Experience in Human Resources, particularly in hiring, onboarding, and culture-building.
• Strong interpersonal and communication skills to connect with a diverse, remote team.
• Organisational skills with the ability to handle multiple tasks and prioritise effectively.
• Knowledge of remote work tools and best practices to effectively onboard and train volunteers.
• A proactive approach to problem-solving and creating a supportive work environment.
• An advocate for environmental sustainability, passionate about making a difference in the financial sector.

Volunteer Benefits

As a still volunteer-driven organisation, we are very focused on making all of our opportunities as valuable as possible for our volunteers. In this spirit, we will offer you:

• Opportunities to gain insights into sustainable banking practices and advancements in environmental advocacy through continuous learning.
• The chance to network with other sustainability professionals and advocates, enhancing your professional connections.
• Valuable experience in a critical climate-focused role, which will enhance your resume and skill set.
• Recognition for positive performance with supportive references and recommendations for your future career growth.
• A significant role in driving impactful changes in the banking sector to accelerate a sustainable future.

DO YOU WANT TO SEE CHANGE IN THE MIDDLE EAST AND NORTH AFRICA?

By joining the board of SAT-7 UK  you will enable SAT-7 to continue to make and broadcast transforming Christian TV programmes.  God is using SAT-7 to bring about change, through a role on the SAT-7 UK board of trustees you can help make a lasting impact on the lives of millions.

SAT-7 UK is a registered charity (no 1060612) which seeks to see a growing Church in the Middle East and North Africa, confident in Christian faith and witness, serving the community and contributing to the good of society and culture.  SAT-7 UK is part of an international Christian media ministry. Through our partnership with SAT-7 International, we are bringing life-changing joy to the people of the Middle East & North Africa through powerful, faith-filled television and digital media programmes, supported in the UK through mobilising prayer, raising SAT-7’s profile, generating financial support and fostering a deeper understanding and engagement.

Its board of Trustees are responsible for the overall governance, monitoring and strategic direction of the charity to ensure that the charity fulfils the objects defined in its articles and acts in accordance with the charity’s vision and mission, and in compliance with all legal and regulatory requirements. The trustees have delegated the overall management of the charity to the CEO. The CEO has recruited a staff team with specific responsibility for implementing strategy.

Meetings of the trustees are held quarterly and are used to review progress, set objectives, establish policies, as well as other issues of relevance.

Role Description – Treasurer to the Board of Trustees  

The Board of Trustees recognise that charity governance is a balanced relationship between the employed staff; the Chief Executive, Executive Leadership team, and the Board of Trustees. Together they are responsible for directing the affairs of the charity, ensuring that it is solvent, well-run, and delivering the intended charitable benefits. 

A key role in the effective governance of the financial affairs is that of the Treasurer among the charity Trustees. While financial matters are the responsibility of all Trustees, the Treasurer takes special responsibility for all aspects of the charity’s financial management and reporting. 

An overview of the role of Treasurer is:

• monitor the financial administration of the charity and report to the Board of Trustees, in compliance with the governing document.

• oversee the charity’s financial risk-management process; 

• act as a counter signatory per the bank mandate; and 

• provide board-level liaison with the external auditors on specific issues such as the Auditors’ Management Letter and the related board representations. 

In addition to the normal responsibilities of a Trustee the Treasurer will:

• oversee budgets, internal management accounts and annual financial statements before presentation to the Board of Trustees; 

• ensure that proper accounting records are kept, financial resources are properly invested and economically spent; 

• liaise with the Chief Executive and Operations Director as appropriate;

• chair the Finance and General Purposes (FGP) committee and report back to the Trustees; 

• monitor and advise on the financial viability of the charity; 

• oversee the implementation of and monitor financial systems; 

• advise on the financial implications of the charity’s strategic plan; 

To express an interest in becoming a Trustee at SAT-7 UK, please provide a CV with a covering email explaining your relevant skills and experience and why you wish to become a member of SAT-7 UK’s board.

We believe all dance professionals should be able to lead a fulfilling life in dance safe from hardship.  We are looking for new Trustees to help us achieve our aim. 

Who are Dance Professionals Fund? 

Dance Professionals Fund is an award-winning registered charity providing financial and wellbeing support to dancers, dance teachers and choreographers. Our dedicated services bring together a range of effective ways of supporting dance professionals, including financial grants, signposting to support services, rehabilitation, career upskilling support and access to professional counselling. Dance professionals will receive unbiased support from us whatever their situation. 

Role Description 

We are seeking several trustees to join us from mid-January 2025 for an initial term of three years.  We are looking for a range of skills and experience, including: 

• Knowledge and/or experience of dance or of dance teaching 

• Background in a finance/accounting role within a charity 

• Experience of benevolent funds and how they work

• Background in a legal role, knowledge of charity governance 

• Experience of charity marketing, digital advancements

• Strong communication and interpersonal skills 

We welcome applications from anyone who is passionate about helping the Dance Professionals Fund achieve its objectives. Full trustee training will be provided.  

We encourage applicants from all backgrounds and especially those from global majority groups. We are keen to add more voices with lived disability experience to the Board – helping us evolve our aims with all disabilities in mind.  

Salary 
All Trustee roles are voluntary. We will cover the travel costs of attending in-person meetings, and other costs such as childcare when required. 

Location 
Dance Professionals Fund is based at The Dance Space, 2 Market Square, Circus Street, Brighton BN2 9AS.

Board meetings are held four times a year in central London in accessible locations. Committee meetings dates are in line with each Committee’s remit and are held in person or online. 

Are you passionate about animal welfare and have a strong background in finance? Hope Rescue, the leading dog welfare charity that saves the lives of stray, abandoned, and unwanted dogs in south Wales, is looking for a committed individual to join our Board of Trustees as a Treasurer. This is an exciting time to join our growing charity as we move towards our 20th year. If you want to be part of our future working towards our vision of a future where all dogs are treated with care, kindness and respect we would love to discuss this further.  

As our Treasurer, you will play a vital role in overseeing the financial affairs of Hope Rescue, ensuring we maintain strong financial health to continue our lifesaving work. You will collaborate with other Trustees and the senior leadership team, providing financial oversight, guidance, and strategic advice. 

If you’re ready to use your financial expertise to make a positive impact, we’d love to hear from you! 

About Caspari Foundation:

Caspari Foundation is the UK’s only provider of educational psychotherapy in schools, and the UK’s leading trainer in this field. It offers a safe way for children to explore and make sense of experiences that may be blocking their development. The aim is to help them to learn about themselves, improve their relationships with peers and staff, and gain confidence. Together, this enables them to experience the joy of learning. Caspari Foundation is forward thinking, progressive and fully committed to diversity, equity, and inclusion (DEI).

What will you be doing: 

We are looking for a new Trustee to take the role of Treasurer to support our Trustee board and staff team, responsible for overseeing the financial management and health of the foundation/charity. This role is for someone who is organised and methodical, with a strong background in finance accounting or a related field. The Treasurer, as a member of the Board of Trustees, will work closely with the Business Director to ensure that the charity’s finances are managed effectively, transparently and in line with regulatory requirements.

What are we looking for:

We need someone

• Who has sound knowledge of financial planning and management, bookkeeping or accountancy
• With the ability to provide an overview of the organisation's finances to the Board, whilst providing support to the Business Director and Chair of Trustees
• With a willingness to challenge and support the Business Director and Chair of Trustees to spot trends and increase Caspari Foundation’s long term financial sustainability
• With an understanding of the charitable and voluntary sector and its governance will be an advantage, with an empathy for the aims and objectives of Caspari Foundation

What difference will you make:

This position is vital for the Board of Trustees' effectiveness in guiding the organisation. Joining Caspari Foundation allows you to shape its future and uphold governance standards. Becoming a Trustee offers a rewarding opportunity in the charity sector, providing valuable personal and professional skills for work and life.

Responsibilities of a trustee:

• Being responsible for directing the affairs of the charity
• Ensuring the charity is solvent and well-run
• Ensuring the charity delivers the charitable outcomes for the benefit of the public for which it has been set up
• Ensuring the charity complies with charity law, its own governing document, and other relevant legislation
• To consider the vision of the organisation as a whole and its beneficiaries ensuring that all the charity’s activities come within its charitable objects
• To set overall strategy and policy objectives and be mindful of them at all times
• To be an active member of the Board of Trustees in exercising its responsibilities and functions
• Chair or be a member of appropriate subgroup

Additional Duties as Treasurer

Financial Oversight:

• Identify and bring to the attention of the Board, any financial risks facing the charity
• To support the Board to understand its financial duties and responsibilities and the need to comply with all legislation
• Ensure that the charity’s financial resources are sufficient to meet the charity’s current and future needs, and to advise the Board on the charity’s reserves policy, and to ensure that this policy is reviewed and monitored regularly
• Review and monitor financial trends within the charity and the sector within which the charity operates

Budgeting:

• Scrutinise the proposed annual budget, and advise and guide the Board accordingly
• Scrutinise management accounts, performance against budget, trading performance etc, and to advise the Board accordingly
• Scrutinise and regularly evaluate the charity’s cash flow position, and to inform the Board of any concerns
• Review longer term forecasts of capital resources and of income and expenditure

Reporting:

• Work with the Business Director to formally present the accounts to the Annual General Meeting drawing to members’ attention all relevant matters, and to respond to questions from the floor

Compliance:

• Ensure that the charity operates within the financial guidelines set out in current legislation, by the Charity Commission, in the charity’s constitution and by the Board Record Keeping

Fund Management:

• Ensure that funding received for specific purposes is separately accounted for and spent for the purposes for which it was given

Audit:

• Ensure that the charity has adequate financial and internal audit controls and that these are monitored and reviewed regularly
• Meet the external auditor as required

Policy Development:

• To ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis

Record Keeping:

• Maintain accurate financial records, including documentation for all income expenses and donations

Person Specification - Essential

• Proven experience in finance, accounting or a related field (CPA or equivalent qualification)
• Be a Director of the company (limited by guarantee) Please check that you fulfil the conditions on the UK government website
• Be willing to provide data required to be added to the Charity Commission website, Companies House website and the Financial Conduct Authority Register – your name only will be visible to the public. 
• Have a Disclosure and Barring Service check for Caspari Foundation (DBS check are not currently portable unless you have joined the update service)
• Regularly attend Full Board meetings (currently every 3 months)
• Be confident about our purpose and work and be an ambassador for Caspari Foundation
• Excellent organisation and communication skills
• Proficiency in accounting software (e.g. Quickbooks) and MS Office (especially Excel)
• Integrity, strategic vision and good/independent judgement
• A willingness to devote the necessary time and effort to their duties, including attending the bimonthly board meetings and finance related subgroup meetings
• Ability to take decisions for the good of the organisation
• Willingness to speak one's mind and listen to the views of other
• Ability to work effectively as a member of a team
• Understanding of the legal responsibilities and liabilities of a Trustee
• Knowledge and experience of current and fundraising finance practice relevant to voluntary and community organisations.
• Good financial analysis skills

Time Commitment:

• Four meetings a year (one per quarter, dates agreed with trustees)
• Further ad hoc (up to three) meetings a year to support the charity’s running and decision-making process

Term Length: Successful applicants will sign up to a (renewable) three-year term

Family Thing Dance is a small but growing charity that provides inclusive dance classes for people with learning differences and diverse abilities. We are looking for Trustees to join our Board to offer governance and support to grow the charity. 

The dance base is commercial dance and hip-hop. Family Thing's mission is to provide opportunities for empowerment, support and a sense of belonging using dance as a vehicle to reach these aims. 

Family Thing is passionate about providing these dance opportunities for everyone.  There are many reasons why. Mencap lists the main benefits of taking part in leisure activities as improving physical and mental health, personal social skills, self-worth and confidence, and social attitudes (Mencap, 2019). Yet despite these widely understood benefits, only 16.8% of people with a learning disability take part in a sport or physical activities at least once a week, compared with 39.9% of the general population (Sport England, 2018). Additionally, there is a great deal of evidence that inactivity is a major contributing factor of ill health in people with learning disabilities. Only 9% of participants in a 2016 review met the minimum recommended guidelines for physical activity (Dairo et al, 2016).

We know that organisations like Family Thing play a role in the well-being of people with learning disabilities by providing activities that promote good physical health as well as positive psychological and social stimulation, and offers a way to overcome situations such as loneliness and anxiety. We know that a positive impact of Family Thing is the increase in social engagement and improvements in physical and mental well-being for those who participate in our classes.

Activities: Family Thing offers free or subsidised, supportive, fun and creative dance classes to diverse groups of children, young people and adults. During each session, dancers are invited to create their own ‘dance hero persona’, and have opportunities to express themselves as individuals with the support of the group. There is a focus on strengthening their sense of community through the concept of “supporting your crew”. As defined by those who attend the groups, the overall aim is to create a “big family” that’ll dance altogether basically!

What are we looking for?

At this particular time we are keen to find people with a financial services background and someone who may be willing to take on the role of Treasurer in due course and/or someone with marketing skills, including digital marketing.

Experience

• Experience of the dance community (desirable but not essential)
• An understanding of equality, diversity and inclusion and a desire to support those with learning differences and diverse abilities
• Leadership experience (desirable but not essential)
• Experience of delivering strategic organisational change (desirable but not essential)

It is not necessary to have previous board experience as training and support can be given

Skills

• A commitment to the Family Thing
• A willingness to devote half a day a month to this work and be able to attend the bi-monthly board meetings
• Good, independent judgement
• An ability to think creatively
• A willingness to speak your mind and communicate well
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
• An ability to work effectively as a member of a team
• An understanding of safeguarding practices
• Some experience of charity finance and fundraising is desirable, but not essential (and candidates do not need prior experience as a charity trustee)
• Knowledge and experience of current and fundraising activities relevant to voluntary and community organisations (desirable but not essential)  

Attitude

• Honest, open and trustworthy with an understanding of the duty of candour
• Respectful of confidentiality procedures

Special Conditions

The post requires the ability to attend online meetings and occasional face to face events.  All expenses will be reimbursed.

What difference will you make?

We are interested in potential Trustees who can bring experience across of range of areas. At this particular time we are keen to find people with a financial services background and someone who may be willing to take on the role of Treasurer in due course and/or someone with marketing skills, including digital marketing.

We are also keen to hear from people who can bring experience in any of these areas:

• working with charitable organisations
• developing strategy;
• project management;
• fundraising and grants management;

Bringing skills in any of these areas will make a huge difference to the work Family Thing is able to provide. 

Our Treasurer is stepping down from the Board of Trustees following a three-year tenure. We are now looking for a new Treasurer to oversee the financial affairs of the Richard Whitehead Foundation. As Treasurer you will be responsible alongside the CEO for managing the charity’s finances, preparing budgets and financial reports, ensuring proper financial controls are in place, and advising the Board on financial matters. Previous Board experience is not essential.

Disabled people face significant inequalities in education, sport, leisure and employment. They often face multiple barriers to fulfilling their potential and achieving their aspirations. Sport and physical activity have the power to inspire, enable, build self-esteem, and provide success. They can improve physical health, employability, mental well-being and social community inclusion. However, many barriers prevent disabled people from accessing sport. These include a lack of coaching, clubs, transport, equipment and support networks, as well as high costs and negative perceptions of disabled people participating in sport.

We are a fairly new charity established in 2021, with big ambitions for the future. We have started with small but meaningful projects. We are reaching out to disabled people, learning from our projects, and focusing on our vision and purpose.

As a user led organisation, we are keen to receive applications from disabled people.

About the Richard Whitehead Foundation

The Richard Whitehead Foundation is a small charity with big aspirations to create social change and use the power of sport for the benefit of disabled people. We believe in the impact of sport: the increased mental well-being, the confidence, the self-esteem, the social inclusion and employability which can come from it.  We want disabled people to be able to thrive and benefit from all these opportunities.

Our vision: Enabling disabled people’s ambitions.

Our purpose: We believe disabled people should have access to the life-changing power of sport.

Our mission: We place the individual at the centre of our work. We provide access to life-changing support, mentoring, information, advice, equipment, and opportunities that will spark a sustained lifetime intervention.

Our values: Person Centred Dynamic Powerful Authentic Inclusive

Treasurer - Role Profile

Term of office: 3 years

The Richard Whitehead Foundation exists to support disabled people to achieve their ambitions and improve their social welfare through participation in sport and physical activity.

All Trustees have joint responsibility for the following main duties:

1. Ensure the Richard Whitehead Foundation (RWF) is carrying out its purposes for the public benefit. This means you should:

●ensure you understand RWF’s purposes as set out in its governing document;

●plan what RWF will do, and what you want it to achieve;

●be able to explain how all RWF’s activities are intended to further or support its purposes;

●understand how RWF benefits the public by carrying out its purposes.

2. Comply with RWF’s governing document and the law. You and your co-trustees must:

●make sure that RWF complies with its governing document;

●comply with charity law requirements and other laws that apply to RWF including submitting an annual return.

3. Act in the Richard Whitehead Foundation’s best interests. You must:

●do what you and your co-trustees (and no one else) decide will best enable RWF to carry out its purposes;

●with your co-trustees, make balanced and adequately informed decisions, thinking about the long term as well as the short term;

●avoid putting yourself in a position where your duty to your charity conflicts with your personal interests or loyalty to any other person or body;

●not receive any benefit from RWF unless it’s properly authorised and is clearly in RWF’s interests; this also includes anyone who is financially connected to you, such as a partner, dependent child or business partner.

4. Manage RWF’s resources responsibly. You must act responsibly, reasonably and honestly. This is sometimes called the duty of prudence. Prudence is about exercising sound judgement. You and your co-trustees must:

●make sure RWF’s assets are only used to support or carry out its purposes;

●not take inappropriate risks with RWF’s assets or reputation;

●not over-commit RWF;

●take special care when investing or borrowing;

●comply with any restrictions on spending funds.

5. Act with reasonable care and skill. As someone responsible for governing the Richard Whitehead Foundation, you:

●must use reasonable care and skill, making use of your skills and experience and taking appropriate advice when necessary;

●should give enough time, thought and energy to your role, for example by preparing for, attending and actively participating in all trustees’ meetings.

6. Ensure the Richard Whitehead Foundation is accountable. You and your co-trustees must comply with statutory accounting and reporting requirements. You should also:

●be able to demonstrate that RWF is complying with the law, well run and effective;

●ensure appropriate accountability to members, if RWF develops a membership separate from the trustees;

●ensure accountability within RWF, particularly where you delegate responsibility for particular tasks or decisions to staff or volunteers.

Roles and responsibilities specific to the role of Treasurer:

The primary role of the Treasurer is to maintain an overview of the Richard Whitehead Foundation’s financial affairs, ensuring its viability and ensuring that proper financial records and procedures are maintained. The role is supported by the Chief Executive Officer (CEO). The essential tasks are:

1. General financial oversight

●To oversee accounts and financial statements.

●To liaise with the CEO on financial matters.

●To ensure that appropriate accounting procedures and controls are in place.

●To ensure compliance with charity SORP (FRS102), charity commission, HMRC and Companies House requirements.

●To ensure any recommendations of the independent examiner or auditor are implemented.

●To ensure accounts meet the conditions of contractual agreements with external agencies such as funders and statutory bodies.

1. Financial planning and reporting

●To support the CEO in presenting financial reports and statements to the Board.

●To advise on RWF’s reserves policy and investment policy.

●To advise on the financial implications of the organisation’s strategic and operational plans.

●To ensure that there is no conflict between any investment held and the aims and objects of RWF.

Experience, Skills & Behaviours required to fulfil the role of Treasurer effectively:

●Knowledge and understanding of the Charity SORP (FRS102)

●Experience of financial control and budgeting, preferably within the charity sector.

●Attention to detail.

●Good communication and interpersonal skills.

●A willingness to be contacted on an ad hoc basis.

●Ability to ensure financial decisions are taken and followed-up.

●Good time-keeping.

Experience, Skills & Behaviours required to fulfil the role of Trustee effectively:

●Passion for social change and helping disabled people who face significant barriers.

●Awareness and passion for equality, diversity and inclusion.

●Diversity of thought and an openness to listen to fellow Trustees.

●Commitment to attend meetings, and to respond to communication between meetings. Currently the Board meetings are face to face quarterly, usually at a weekend, and with interim online committee meetings, usually in the evenings and quarterly.

Safeguarding

The Richard Whitehead Foundation is committed to safeguarding and protecting the individuals we work with. As such, posts are subject to a safer recruitment process, including the disclosure of criminal records and vetting checks. We ensure that we have policies and procedures in place which promote safeguarding and a safe working environment.

Inclusion and diversity

The Richard Whitehead Foundation strives to engage an ability-based workforce which reflects the diverse nature of our communities. We are committed to equality, diversity and inclusion and it is important to us that this is reflected in the diversity of the people who work for us.

Application process

To apply, please send your CV and an expression of interest , answering the following questions.

·What has drawn your attention to the Richard Whitehead Foundation and why are you applying?

·How do you think your skills, experience and networks will add value to the ambitions of the organisation?

·How do you meet the person specification identified in the job role?

You can also send us a link to an active LinkedIn profile and a referee we can contact prior to interview. Expressions of interest can be video, audio, or Word-based files – whatever works best for you.

Expressions of interest should be submitted by 5pm on 11th October 2024. They will be reviewed by a panel of existing Board Trustees, and you may be invited to have an informal discussion prior to being invited to join the Board.

Please let us know if you need us to adapt the process to best suit any needs around disability.