Finance management volunteer roles

About the Charity: Path To Prosper is a UK registered charity that provides professional training to vulnerable young adults in Uganda, enabling them to escape extreme poverty through gaining employable skills. 

Role Overview: The Finance Lead will play a key role in overseeing our financial management, ensuring the charity remains financially sustainable and compliant with all relevant regulations.

You will be responsible for overseeing the financial health of the charity, working closely with the CEO to provide strategic financial advice and support to the Board. You will ensure that our financial operations are transparent, efficient, and compliant with charity law, while reporting to the CEO and Board on key financial matters. You will be entrusted with the responsibility of managing the charity's finances, preparing financial reports, and ensuring that the charity is financially well-positioned to achieve its goals.

Key Responsibilities:

1. Financial administration

   1. Maintain accurate financial records, recording income and expenditure as per agreed categories.

   2. Ensure bank statements match internal financial records.

   3. Process all necessary charity expenses.

   4. Process all invoices received by the charity.

   5. Manage international transfers, and accounts held by international transfer providers. Responsible for transferring funds to agreed providers as per approved budgets and the annual operating plan.

   6. Maintaining charity’s financial signatures as directed by the Treasurer.

2. Financial Oversight:

   1. Lead the charity’s financial planning, budgeting, and forecasting processes in collaboration with the CEO.

   2. Oversee the financial tracking of restricted and unrestricted funds, ensuring that funds are used according to the terms set by donors or funders.

   3. Monitor cash flow, ensuring that the charity’s financial position is healthy and sustainable.

   4. Advise the CEO and Board on financial strategies, risks, and opportunities.

3. Financial Planning

   1. To continually research and suggest to the CEO any changes to banking arrangements that would benefit the charities financial position, such as more favourable banking terms, international financial transfers or interest rates.

   2. To support the operations lead with any approved changes to banking arrangements

   3.  

4. Financial Reporting:

   1. Prepare financial reports for the CEO, including income and expenditure statements, balance sheets, and cash flow forecasts, in line with the organisations agreed income and expenditure categories

   2. Ensure the charity’s financial statements are accurate and comply with accounting standards, charity law, and other relevant regulations. 

   3. Work with external auditors and independent examiners to ensure a smooth annual audit process.

   4. Maintain accurate records and respond to adhoc requests for financial information from the operations team.

5. Compliance and Governance:

   1. Ensure compliance with financial regulations; including the Charity Commission’s requirements and other applicable laws 

   2. File annual returns and financial statements with the Charity Commission in a timely manner.

   3. Advise the CEO and Board on financial governance and risk management.

6. Fundraising and Grant Management:

   1. Support the Fundraising Lead by providing financial insights and reports for grant applications and donor reports.

7. Team Collaboration:

   1. Assist with training or guidance on financial matters where necessary.

Person Specification:

• Essential:

  • Qualified accountant (ACA, ACCA, CIMA, or equivalent) or substantial relevant experience in financial management.

  • Experience with accounting software (e.g., Xero, QuickBooks).

  • Understanding of charity finance; including statutory reporting, VAT, and charity-specific financial regulations.

  • Strong attention to detail and ability to analyse and interpret financial data.

  • Excellent communication skills, with the ability to explain financial information to non-financial stakeholders.

  • Strong organisational skills and the ability to manage time effectively and meet deadlines.

• Desirable:

  • Previous experience as a trustee or in a senior financial role within a charity.

  • Familiarity with charity fundraising practices and grant management.

Benefits:

• Opportunity to make a significant impact on the lives and families of vulnerable young adults living in extreme poverty

• Gain valuable experience in charity finance and governance.

• Work with a committed and passionate team of trustees and volunteers.

• Flexible role that can be done remotely with occasional meetings.

Job Title: Finance Assistant                                                                           

Reports To: Finance  Manager 

Location: Remote

Employment Type: Volunteer (12 hours/week for 6 months)

About the Project – “Solta o Jogo”
“Solta o Jogo” is a vibrant cultural competition and festival celebrating Brazilian heritage through Capoeira, music, dance, acrobatics, and a Brazilian arts & crafts fair. Hosted at Kingston University Townhouse, the event invites the community to participate in free performances, workshops, and exhibitions promoting cross-cultural understanding.

As part of this initiative, we are seeking a Finance Assistant to support the day-to-day financial operations of Quilombo UK. This is an ideal role for someone looking to apply or gain hands-on experience in finance within the Third Sector, while contributing to a meaningful, community-led cultural project. 

Position Overview:
The Finance Assistant will support the Finance Manager in tasks such as financial data entry, expense processing, reconciliation, and reporting. This role requires someone with good numerical skills, attention to detail, and a proactive mindset. The opportunity offers valuable exposure to nonprofit financial processes, along with flexibility and training support.

Key Responsibilities:

Finance & Data Entry:

• Collect and accurately enter financial data into spreadsheets and databases.

• Assist in processing staff and volunteer expense claims, ensuring proper documentation and approval.

• Support with checking account balances and assisting in payment reconciliation tasks.

Budgeting & Analysis:

• Help perform calculations and draft basic financial reports.

• Review department budgets regularly and report discrepancies to the Finance Manager.

• Assist in auditing financial records and preparing financial statements.

Reconciliation & Compliance:

• Reconcile discrepancies in financial records and propose corrections.

• Adhere to the organisation’s financial policies and reporting procedures.

• Respond to internal finance queries and offer support where needed.

Continuous Improvement:

• Suggest improvements to increase efficiency, accuracy, or cost savings.

• Maintain accurate documentation and support reporting for audits or internal reviews.

Required Qualifications:

Education:

• Graduation required; relevant coursework or volunteer experience preferred.

• Previous experience in finance, bookkeeping, or administrative support is advantageous.

• Understanding of basic accounting principles is desirable.

Skills:

• Strong numerical skills and analytical mindset.

• Proficiency in Microsoft Excel and Word.

• Excellent organisation, time-management, and attention to detail.

• Ability to communicate clearly with internal stakeholders.

• Professional, self-motivated, and able to work independently.

Benefits:

• Gain real-world experience in finance and bookkeeping within a nonprofit setting.

• Learn financial processes used in the Third Sector.

• Receive mentoring and training to develop finance and administrative skills.

• Work remotely with a supportive and mission-driven team.

• Reimbursement of local travel expenses if in-person attendance is required.

Equality Statement

Quilombo UK is committed to fostering an inclusive and diverse environment. We promote equal opportunities in line with the Equality Act 2010. Discrimination of any kind will not be tolerated, and we encourage applications from individuals of all backgrounds.

ScreenSkills launched its five-year strategy in Autumn 2024. To support the successful execution of that strategy, we are seeking new committee members who have a broad mix of industry experience to join the Finance, Audit and Risk Committee. The primary responsibilities of the committee are to provide ScreenSkills with critical oversight over the organisation’s financial health, internal controls and risk management. The Committee also offers council and insight on strategic, transformational, growth, legal, data and technology matters as required.

The committee members play a vital role in safeguarding the current and future financial health and integrity of ScreenSkills and in supporting the Board in meeting its fiduciary and legal responsibilities, thereby ensuring that the organisation can deliver its core purpose, vision and strategy. As a committee member, you will be responsible for providing independent oversight and direction to ensure strong financial stewardship, robust risk management, and effective governance of ScreenSkills. Finance, Audit and Risk Committee members have collective responsibility. This means that the committee members always act as a group and not as individuals.

We are looking for individuals willing to bring energy, enthusiasm and commitment to the role and can broaden the diversity of thinking on our Finance, Audit and Risk Committee. We therefore welcome applications from across the UK.

Main Responsibilities (collectively as part of the committee):

• Review the draft ScreenSkills Annual Operating Plan (AOP) and make recommendations to the Board.
• Review financial reports, budgets, management accounts and KPIs to ensure clarity, accuracy and accountability.
• Monitor performance against budget and targets
• Advise on reserves policy, approve investment and funding strategies in line with ScreenSkills objectives.
• Monitor and review the ScreenSkills risk register and advise on appropriate mitigation strategies to ensure an effective risk management approach.
• Ensure compliance with charity law, financial regulations and reporting obligations (e.g. Charity Commission).
• Liaise with auditors and review external audit findings and recommendations.
• Support and constructively challenge the ScreenSkills executive team in financial and risk-related decisions.
• Optional opportunity to support senior management on ad hoc projects linked to the execution of the strategy

Reports to: The Finance, Audit and Risk Committee Chair

Location: Hybrid / In person / different locations around the UK

Commitment: 3-year term (which can be renewed) / Committee meetings x 5 per year

The ideal candidate will have the following:

Desirable skills and experiences:

Senior Leadership experience covering areas such as:

• Experience in finance, audit, legal, technology, accounting, or risk management, ideally within or alongside the non-profit/charity sector.
• Ability to understand and interpret financial statements and reports.
• Knowledge of governance and financial regulations.
• Experience assessing organisational risk, internal controls and compliance systems.
• Expertise/expert knowledge in at least one of the following areas:
  • Financial Management
  • Risk & Control frameworks
  • Legal Counsel
  • Use of Strategic Data
  • Charitably sector knowledge of governance and financial reporting issues
  • Technology & AI

Other skills and attributes:

• A willingness to devote the time and effort to fulfil the committee member role.
• An understanding of and a network of relationships within the screen or creative industries in the UK is an advantage but not essential
• Good, independent judgement with an ability to think creatively and challenge in a positive manner.
• Ability to analyse detailed information whilst maintaining a clear view of the broader strategy. 

Applications are actively sought and welcomed from across the UK nations and regions to ensure an improved pan UK representation within the committee. We are seeking a diverse range of individuals willing to bring energy, enthusiasm and commitment to the unpaid role and can broaden the diversity of thinking on our committee.

Closing date: 1st August 2025, 23:30.

ScreenSkills is committed to diversity and equality of opportunity in all aspects of our work. We particularly welcome applications from under-represented groups such as returning parents or carers who are re-entering after a career break, women, people who are LGBTQ+, minority ethnic groups, with a disability, impairment, learning difference or long-term condition, with caring responsibilities, from different nations and regions, from a less advantaged socio-economic background as well as any other under-represented group.

Further information:

Committee members will serve for a fixed tenure of three years. One further term may be served upon reappointment.

You will be required to undertake an annual self-assessment of your performance and review this in discussion with the Chair. 

As a Committee member you are personally responsible for ensuring that you:  

• Act as a champion for the organisation.
• Become a leading advocate for the importance of skills.
• Attend four Board and one Council meeting a year.
• Commit necessary additional time outside of Board meetings to support ScreenSkills’ work.
• Actively and positively engage in, prepare for, and contribute to discussions of the Board.
• Declare any conflict of interest in accordance with the Conflicts of Interests Policy and Register.
• Always act in ScreenSkills’ best interests and do not bring ScreenSkills into disrepute.

Opportunity to join The Restart Project’s board of trustees

As we embark on implementing our newly formed strategy, we are looking for a finance trustee who can support us by connecting our ambitious goals with financial realities.

Our vision is by 2035, we’ve helped to end the throwaway production and consumption of electrical products. With systemic support, repair and reuse is easier, cheaper and more rewarding for all.

In 2025 we are winning the argument and are now entering a new phase of doing the ‘hard yards’ of getting our ideas implemented. This requires an evolution of our funding model. At the same time, working with companies – who are both part of the problem and part of the solution – poses special challenges for us to get right.

So we are now seeking a committed individual who shares our excitement and can help us realise the opportunities by serving as our finance trustee.

Who are we looking for?

The role would suit an individual looking to support the growth of a small charity, moving us beyond our 10 employees and further strengthening our finance and strategic approaches.

Having trustees with a mix of backgrounds, approaches and perspectives leads to better decision-making. We believe that a governance and accountability structure enriched by multiple voices and intersectional expertise, leads to more thoughtful, informed, just and liberatory strategies, decisions, and practices.

The finance trustee will take the lead at board level on:

• Advise on developing our business model and diversify earned and granted funding sources

• Monitoring and advising on the financial viability of the charity

• Working with staff to develop a three year business plan, our annual budgets and preparing for the yearly reporting to the Charity Commission

• Keeping the Board informed about its financial duties and responsibilities 

Responsibilities as a board member

As well as the finance trustee specific responsibilities above, board members collectively:

• Contribute in giving strategic direction to the charity, setting overall strategy and policy, setting targets and evaluating performance against agreed targets

• Ensure the charity applies its resources exclusively in pursuing its objectives

• Ensure the effective and efficient administration of the charity

• Safeguard the good name and values of the charity

• Declare any conflict of interest while carrying out the duties of a trustee

• Are responsible for the actions of the charity 

• Participate in other tasks as arise from time to time when possible, such as interviewing new staff, helping with fundraising etc.

• Attend quarterly meetings and read papers in preparation for the meeting

• Keep informed about the activities of the charity and wider issues which affect its work

• Be available to staff for advice and enquiries on an ad hoc basis 

Person specification 

We are seeking a finance trustee who has the following:

• Experience in business growth and financial management, ideally with a recognised accountancy or management qualification

• Understanding of charity finance

• A commitment to Restart’s vision, mission and values

• Willingness to devote the time and effort needed to fulfil the role

• A commitment to equity, diversity and inclusion, and to contributing to a positive working culture

Further information is available about both the treasurer and trustee role in the job specifications available on our website.

About Roots Academy

A generation of young Muslims who embody and promote a God-centred way of life.

At Roots Academy, we’ve built a learning experience that’s changing the lives of the ummah’s future leaders, change-makers and visionaries. Our Mission is to deliver a structured and transformative education in the Essentials of Islam in a way that lowers barriers to access, develops a deep certainty, and inspires action.

Why Does Roots Academy Exist?

Crisis of Faith: 1 in 4 young Muslims are leaving the religion due to various factors, primarily the pervasive anti-religious content and temptations they encounter online and offline.

Roots Academy exists to bridge this gap by providing a structured and transformative Islamic education that speaks directly to the needs and challenges of young Muslims today, delivered in an engaging and accessible form that removes barriers to access and provokes thought and action.

Role Summary:

Roots Academy is seeking a Finance Lead (Canada) to oversee and manage the treasury functions of our growing non-profit organization. This role is essential in ensuring our financial health, transparency, and accountability.

Key tasks

• Oversee cash flow, budgeting, and fund allocation across departments and initiatives
• Manage banking relationships and ensure secure handling of donations and grants
• Maintain accurate records of income, expenses, and reconciliations
• Prepare simple financial reports for internal reviews
• Ensure compliance with nonprofit financial best practices and Canadian regulatory requirements
• Support fundraising campaigns with budgeting and analytics tracking

What we’re looking for

• Background in finance, treasury, accounting, or nonprofit management
• Strong attention to detail and integrity
• Familiarity with basic budgeting tools or platforms (Excel, Sheets, Xero)
• Passion for community service and excellence

What we have to offer

• Be part of a team of 100+ dedicated volunteers across the UK, Ireland, Canada, US, UAE and Australia.
• Receive continuous rewards for those that seek Islamic knowledge from the Roots platform.
• Be a part of a growing organisation that aims to revive and educate Muslims from a grassroots perspective.
• Receive in-house tarbiyah sessions to develop your deen.

Please note this is an unpaid volunteer position.

Volunteers are entitled to claim expenses incurred for food, travel and equipment, in line with our Expenses policy.

We’re seeking a trustee with finance experience to join our board. This is an exciting opportunity to help lead Big LeafFoundation in the next phase of its development and to use your skills and experience to make a lasting difference to the lives of displaced young people in Surrey.

We are seeking an individual with:

o financial management experience;

o commitment to our vision, mission and values;

o excellent teamwork and leadership skills and effective decision-making;

o willingness to commit time and effort to the role;

o good, independent judgement, strategic vision and ability to communicate ideas;

o history of impartiality, fairness and commitment to promoting equality and diversity;

o charity sector experience (preferred)

Duties of a trustee with finance experience

○ Chair the Finance and Fundraising sub-committee of the Board.

○ On behalf of the Board, to oversee the production of Big Leaf Foundation’s annual budget, management accounts and annual financial statements.

○ Provide advice, scrutiny and support to the finance coordinator and Board.

○ Act as the Board lead on scrutiny of financial strategy and risk.

○ Ensure that appropriate accounting procedures and controls are in place.

○ Advise on the financial implications of the organisation’s strategic plans.

The statutory duties of a trustee are to:

○ Ensure the organisation complies with its governing document.

○ Ensure that the organisation pursues its objectives as defined in its governing document.

○ Ensure the organisation applies its resources exclusively in pursuance of its objectives – the charity must not spend money on activities which are not included in its own objectives, no matter how 'charitable' and 'worthwhile' those activities are.

○ Contribute actively to the Board of Trustees' role in giving strategic direction to the organisation, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets.

○ Safeguard the good name and values of the organisation.

○ Ensure the effective and efficient administration of the organisation.

○ Ensure the financial stability of the organisation.

○ Protect and manage the property of the organisation and to ensure the proper investment of the organisation's funds.

○ If the organisation employs staff, to appoint the Chief Executive Officer and monitor his or her performance.

In addition, with other trustees to hold the charity “in trust” for current and future beneficiaries by:

○ Ensuring that the charity has a clear vision, mission and strategic direction and is focused on achieving these.

○ Being responsible for the performance of the charity and for its “corporate” behaviour; ensuring that the charity complies with all legal and regulatory requirements.

○ Acting as guardians of the charity’s assets, both tangible and intangible, taking all due care over their security, deployment and proper application.

○ Ensuring that the charity’s governance is of the highest possible standard.

As a Trustee at NSDAS with a focus on the Treasurer role, you will play a vital part in ensuring the financial stability and integrity of the charity. You will work closely with the Board of Trustees CEO and Finance Manager to oversee the financial management of the charity, providing strategic guidance and ensuring compliance with certain regulatory requirements.

The role of the Treasurer 

·Oversee the charity’s financial management and reporting, ensuring transparency and accountability.

·Work closely with the CEO and Board to develop a long-term financial strategy.

·Ensure compliance with charity finance regulations and best practices.

·Contribute to financial reports to the Board, making complex information accessible and actionable.

·Manage and review the work of the Finance Manager.

North Surrey Domestic Abuse Service (NSDAS) supports anyone affected by domestic abuse and their children living in the boroughs of Elmbridge, Spelthorne and Epsom and Ewell. We provide free, confidential and independent advice, skilled practical help and ongoing emotional support and information, regardless of sex, race, ability, gender, religion or income level.

Position: Treasurer (Non-Executive Director)
Location: Remote / UK-based
Time Commitment: Approximately 8–10 days per year
Remuneration: Voluntary role – reasonable expenses reimbursed
Application Deadline: 10 August 2025

The Ethical Trading Initiative (ETI) is a ground-breaking alliance of companies, trade unions and non-governmental organisations working together to improve the lives of workers in international supply chains. ETI’s vision is of a world of work that protects human rights, ensures dignity for all, provides opportunity and is free of exploitation and abuse.

We are currently seeking a qualified and experienced Treasurer to join our Board as a Non-Executive Director. This is a voluntary governance role that plays a key part in overseeing ETI’s financial health and supporting the strategic direction of the organisation.

About the Role

As Treasurer, you will:

• Provide strategic financial oversight and ensure the organisation’s long-term financial viability
• Chair the Finance and Remuneration Sub-Committee
• Oversee budgets, financial reporting, risk management, and compliance
• Work closely with the Chair, CEO, and Senior Finance Manager
• Present key financial reports to the Board and at the Annual General Meeting
• Be available for occasional ad hoc financial advice or input

This role offers the opportunity to shape and strengthen the financial foundation of an organisation that is driving systemic change in global supply chains.

Person Specification

We are looking for someone with:

• A recognised accountancy qualification (e.g. ACA, ACCA, CIMA)
• Substantial experience in senior financial leadership, ideally including as a Treasurer or CFO
• An understanding of financial governance in the not-for-profit or NGO sector
• The confidence to challenge and contribute constructively at Board level
• The ability to communicate complex financial information clearly to non-financial stakeholders
• Ideally, experience in international development or ethical trade

Commitment

• Attend four Board meetings annually (virtual or hybrid)
• Chair the Finance and Remuneration Committee (usually two meetings per year)
• Participate in relevant working groups or panels as required
• Engage with senior staff for occasional ad hoc advice

Expenses

This is a voluntary role. However, all Directors are entitled to claim reasonable travel and subsistence expenses incurred while carrying out their duties, in line with ETI’s expenses policy.

WCC is recruiting for voluntary positions to join our Board of Trustees.

Whether you are an experienced Trustee or wanting to take your first step at board level, we would like to hear from you.

Our Board comprises ten Trustees including the Chair and there are currently two vacancies.

We are particularly interested in people with skills and expertise to offer around:

• Financial experience and/or knowledge of charity accounting and the ability to apply this strategically
• Income generation/ fundraising skills and expertise

Trustee roles

Our trustees play a vital role in making sure that WCC achieves its core purpose. They oversee the overall management and administration of the charity. They also ensure that WCC has a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the executive team to enable WCC to grow and thrive, and through this, achieve our mission.

Trustees have a collective responsibility, and this means that they always act as a group and not as individuals.

Duties:

• Support and provide advice on WCC’s purpose, vision, goals, and activities
• Approve operational strategies and policies, and monitor and evaluate their implementation
• Oversee WCC’s financial plans and budgets and monitor and evaluate progress
• Ensure that key risks are being identified, monitored, and controlled effectively
• Review and approve WCC’s financial statements
• Provide support and challenge to WCC’s senior manager in the exercise of their delegated authority and affairs
• Keep abreast of changes in WCC’s operating environment
• Contribute to regular reviews of WCC’s own governance. Attend Board meetings, adequately prepared to contribute to discussions.

• Use independent judgment, acting legally and in good faith to promote and protect WCC’s interests, to the exclusion of their own personal and/or any third-party interests

• Contribute to the broader promotion of WCC’s objects, aims and reputation by applying your skills, expertise, knowledge, and contacts.

What we’re looking for

Our Board comprises ten Trustees including the Chair and there are currently two vacancies.

We are looking for people willing to bring energy, enthusiasm, and commitment to the role, and who will broaden the diversity of thinking on our board.

We are particularly interested in people with skills and expertise to offer around:

• Finance – experience and/or knowledge of charity accounting or financial management, and the ability to apply this strategically to support with budget forecasting and financial planning
• Income generation/ fundraising skills and expertise – corporate, trust and foundations, and/or community

WCC is passionately committed to equality, diversity, and inclusion, and wish to reflect these values in our Board. We strongly encourage people from all backgrounds, communities, and industries.

We are keen to address the underrepresentation of some communities we serve at leadership level, and welcome applications from people from Black, Asian and minority ethnic communities, or with lived experience of immigration/asylum.

Personal skills and qualities

• Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation
• Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member
• Effective communication skills and willingness to participate actively in discussion
• A strong personal commitment to diversity, equity, and inclusion
• Enthusiasm for our vision and mission
• Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership.
• Willingness to lead according to our values

Terms of appointment

• Trustees are appointed for a three-year term of office. Our Articles of Association state that one third of the trustees will retire from office at each AGM with the longest serving trustees retiring first. Trustees can stand for re-election at the same AGM
• This is a voluntary position, but reasonable expenses are reimbursed.
• Time commitment- approximately 8 hours per month
• Board meetings- attending four Board meetings annually (currently on Tuesday evenings). We alternate between meeting in-person at WCC’s office in Waterloo and online
• Sub-committees- we have two subcommittees (Finance & Operations, and Clinical) that meet in between Board meetings, with individual trustees attending one or more of these depending on skills and preferences.
• Two half day strategy days a year and training where needed
• Reading Board papers in advance, being involved in discussions, advising on specialist areas
• We hold an Annual General Meeting with all staff and members.

Time commitment

Approximately 8 hours per month
There are four board meetings a year, currently on Tuesday evenings – we alternate between meeting in-person at WCC’s office in Waterloo and online. We hold an Annual General Meeting with all staff and members. We have two sub committees that meet in between Board meetings, with individual trustees attending one or more of these depending on preferences and time commitment.

Finance Volunteer

We’re the MS Society – a community of people living with MS, scientists, campaigners, listeners, organisers, ambassadors and fundraisers. Our volunteers are a key part of achieving our goals and their support is vital. Join us.

About this opportunity
We are looking to recruit a Finance Volunteer for our Greenwich Group. As a Finance Volunteer, you would be joining a coordinating team of volunteers to plan and deliver services and activities to support people locally.

You will maintain and approve income and expenditure records and explain financial information clearly to other group members. You would ensure our financial requirements and policies are followed, and that money is spent in a cost effective manner.

This is a great opportunity to gain experience with a large charity, develop your existing skills and learn new ones. We need you to get involved and help make positive changes to the lives of people affected by MS.

About you
You’ll have an interest in the MS Society and the work that we do, as well as the enthusiasm to represent both us and our values locally. You will understand the needs of people affected by MS in your area and be sympathetic to the needs and motivations of volunteers. You’ll be comfortable with figures, preferably with an accounting or business background.

Apply 

Read through the role description carefully

Please apply online

The MS Society is committed to promoting diversity. We can only offer roles to over 18s.

We are looking for a Finance Trustee to support the Board by providing an oversight of our affairs, ensuring our financial viability and that proper financial records and procedures are maintained. 

We are a small CIO with 3 part time staff.  Our Finance Trustee will participate in all areas of our governance but take a special interest in the financial  strategy and governance. They will use their sound financial skills & experience to support the Board’s understanding & interpretation & to ensure legislative compliance.

Our payroll is outsourced and we have an external investment portfolio manager.

Our current finance trustee has served their term of office & it is now time to look for their successor.

All meetings except our AGM/annual award event are remote. We need you to be available to attend: 

2 (evening) Board meetings

1 summer (evening) business meeting

3 Finance subcommittee (evening) meetings

1 in person day Board/AGM/Award event

Fundraising sub committee meetings - frequency tbc these will be held remotely in the evenings

The Finance Trustee will adhere to the role description of a trustee & in addition has the following key responsibilities:

• To support the Board to oversee & to ensure appropriate presentation of budgets, accounts, management accounts and financial statements.
• To ensure appropriate presentation of accounts and records, ensuring that financial resources are spent in accordance with the charity’s policies, good governance, legal & regulatory requirements.
• Liaising, where applicable, with the Chair/ other appropriate members of staff & supporting on financial matters
• Supporting the Board to monitor the financial viability of the charity.
• Creating in conjunction with relevant trustees & staff sound financial processes & procedures for the control of the charity’s assets.
• Advising on the financial implications of the charity’s strategic plan.
• Reviewing the annual accounts &, where applicable, liaising with the charity’s external bookkeeper to ensure the accounts are compliant with the current charities’ SORP.
• Ensuring that sound financial management is maintained & ensuring expenditure is in line with the charity’s objects.
• Authorisation of charity expenditure & banking transactions set up on online bank accounts
• Liaison with the fund manager responsible for the charity’s investment portfolio
• Oversight of payroll, HMRC reporting & operation of auto-enrolment pension scheme for staff

The Finance Trustee will engage in all aspects of our governance, with a particular focus on financial strategy and governance.They will use their sound financial skills & experience to support the Board’s understanding & interpretation & to ensure legislative compliance.  

• To support the Board to oversee & to ensure appropriate presentation of budgets, accounts, management accounts and financial statements.
• To ensure appropriate presentation of accounts and records, ensuring that financial resources are spent in accordance with the charity’s policies, good governance, legal & regulatory requirements.
• Liaising, where applicable, with the Chair/ other appropriate members of staff and supporting on financial matters
• Supporting the Board to monitor the financial viability of the charity.
• Creating, in conjunction with relevant trustees and staff, sound financial processes and procedures for the control of the charity’s assets.
• Advising on the financial implications of the charity’s strategic plan.
• Reviewing the annual accounts and, where applicable, liaising with the charity’s external auditor to ensure the accounts are compliant with the current charities’ SORP.
• Ensuring that sound financial management is maintained and ensuring expenditure is in line with the charity’s objects.

We are seeking an experienced finance professional to provide strategic guidance on treasury management and support the Foundation with long-term financial modelling. The ideal candidate will also be comfortable engaging with the detail, offering practical advice on management accounts, and contributing to robust financial oversight.

As Martingale transitions to an independent charity, we anticipate this role evolving into that of Treasurer, with key responsibilities for year-end accounts and reporting to the Charity Commission. While experience with charity accounts is preferred, it is not essential. Martingale Foundation is currently incubated by Purposeful Ventures, which sets the investment strategy and manages the Foundation’s scholarship funds (approximately £5 million). An external finance consultancy has also been appointed to support financial administration.

When Martingale becomes an independent charity, the Finance Trustee will collaborate closely with the Head of Strategy and Operations to develop an investment strategy that aligns with our organisational goals and mission. The investment decisions will need to maximise the impact of held funds while maintaining a low risk profile to safeguard future Scholarships.

Requirements:

• Experience in senior finance roles
• Professional finance qualification (e.g. ACA, ACCA, CIMA)
• Knowledge of treasury management
• Ability to convey complex financial information to non-finance stakeholders
• Experience of working with a rapidly growing organisation, and building appropriate finance systems 
• Familiarity with grant reporting and donor compliance requirements (desirable) 
• Familiarity with charity accounting and SORP (desirable)

Job Description:

• Advise on Martingale’s budgeting, forecasting, variance analysis, and finance reporting where needed ahead of quarterly Board meetings
• Provide expert advice to the Board on Martingale as a going concern, ensuring Board members without a finance background have a full and fair understanding of the Foundation’s financial status
• Build organisational resilience by supporting long-term financial planning
• Support Martingale in its transition to an independent charity by helping to design an investment strategy and appropriate systems and processes to ensure effective financial controls
• Ensure effective monitoring and management of risk

Finance Trustee - Join Us in Transforming Children’s Lives!

At School-Home Support, we believe every child deserves the opportunity to be in school and ready to learn – no matter the obstacles they face. Our mission is simple yet ambitious: to ensure that every child is in school, every day, by 2050. We are looking for a passionate and experienced Finance Trustee to help us make this vision a reality and have a lasting impact on children and families across the country. 

We’re seeking an individual who shares our passion for improving children’s lives. If you have experience as a trustee and are ready to take the next step in your governance journey, we would love to hear from you. 

Who We're Looking For: 

We are looking to recruit a Finance Trustee who is passionate about the work of School-Home Support and brings energy, commitment and leadership combined with a willingness to advocate for the work we do and the cause we serve.

As a Finance Trustee, You Will: 

• Contribute to setting goals, targets, and overall policy for the organisation

• Share your expertise and networks to support the development and growth of the charity. 

• Help ensure compliance with our legal obligations and the organisation’s core purpose. 

• Provide oversight of the budget to guarantee School-Home Support’s financial sustainability. 

• Ensure measures are in place for safeguarding for the children and families we support and the staff team

• Act as a champion and ambassador for School-Home Support, enhancing our reputation, representing us at key events, and supporting fundraising efforts. 

What We Offer: 

• Impactful Role: By joining our Board of Trustees, you will play a key role in shaping our national impact and supporting our mission to transform the lives of children in need. 

• Training & Development: You will receive tailored training specific to your role and access to additional learning opportunities through our staff-led EDI networks. 

• Networking Opportunities: You’ll have the chance to expand your professional network and make valuable connections within the education and charity sectors.

• Support Throughout Your Journey: We will buddy you with a more experienced trustee or corporate volunteer to ensure you feel supported and confident throughout your time with us

Expectations: 

• Commitment: A commitment of three years to this voluntary role

• Meetings: Attend four half-day board meetings and one AGM each year, which are typically held in Stratford, London, or remotely. 

• Sub-Committees: Participate in one of our sub-committees to help guide specific areas of our work. 

• External Events: Attend 2-3 fundraising events each year (usually evenings) and make at least one school visit annually.

• Inclusion & Diversity: A strong commitment to inclusion, equal opportunities, and the promotion of diversity in all aspects of your work. 

If you’re ready to make a difference and contribute to creating brighter futures for children and their families, we want to hear from you! 

To learn more about this exciting opportunity, please review the Trustee Pack and submit your application today!