Finance trustee volunteer roles

Your skills, knowledge and experience can help our charity thrive. Our information, advice, support and care makes a real and lasting difference and with your help we can continue to help change how we age.

What will you be doing?

Our Board is small, friendly and packed with experience so we are happy to welcome people new to governance or people with great governance experience keen to support our work.

o Our diverse range of services and income generation means we value a wide range of life experience in our Board

o Currently we are particularly interested in people with experience in human resources, finance, property management, digital technology and retail

To ensure our board is reflective of our local communities and workforce, we strongly encourage applications from people with lived experience of rural life, caring roles and people from ethnic minority communities

What are we looking for?

o Our diverse range of services and income generation means we value a wide range of life experience in our Board

o Currently we are particularly interested in people with experience in human resources, finance, property management, digital technology and retail

To ensure our board is reflective of our local communities and workforce, we strongly encourage applications from people with lived experience of rural life, caring roles and people from ethnic minority communities

What difference will you make?

Our Trustees are at the core of our charity. Good governance is vital to our present and future and we can't go forward without great people working together on the Board. Trustees work closely together and with our small, very hands-on head office team led by our CEO. We enjoy excellent relationships between our Trustees and our key staff which makes even the difficult times easier. Our Trustee's skills, experience, strategic role and interests help us navigate challenges and achieve sustainable futures for our services, and those services change lives. Every day. 

Before you apply

Please contact the CEO if you have any questions.

External candidates, not applying via REACH will be asked to complete an application form. All candidates will complete a Trustee declaration form at the end of the selection process.

We’re looking for strategic thinkers with integrity, purpose and a heart for service. This is more than a governance role; it’s a chance to lead with vision and make a lasting impact on young lives. 

What will you be doing?

We’re especially keen to hear from individuals with experience in: 

• Risk Management & Compliance 
• Audit & Assurance
• Financial Strategy
• Educational Leadership
• Sustainability

What are we looking for?

We are looking for people who share our values and have a passion for improving the lives of the children and young people we serve. We are looking for people who have the enthusiasm and commitment to our ambition to go from "good to great". 

We’re especially keen to hear from individuals with experience in: 

• Risk Management & Compliance
• Audit & Assurance
• Financial Strategy
• Educational Leadership
• Sustainability

What difference will you make?

The role of trustee comes with ample rewards: You will be able to draw on your professional and life experiences to steer the strategy, support success and shape lives. 

Before you apply

Please apply through Reach in the first instance. Shortlisted candidates will be asked to complete our additional application form.

Can you support our trust in its innovative approach?  Do you share our values of inclusion, innovation & impact? Are you excited about Educational and Operational Excellence. Could you be an #EMATter? What would it mean for you?

What will you be doing?

EMAT needs a committed and enthusiastic trustee, with experience in holding senior leaders to account whilst sharing their professional experience and expertise.  Our recent skills audit shows our board to have a broad and deep skill base and we are now looking to build upon that with colleagues that have specific interest and or experience in Equality, Diversity & Inclusion and / or Safeguarding. 

Any new governance #EMATters will ideally be local to, or have strong links to Northamptonshire and / or Milton Keynes and will have capacity to attend at least 6 x 2 hour meetings in person at our central office in Grange Park (Hybrid attendance is available when necessary).   We would particularly welcome those that have additional capacity to then attend opportunities throughout the academic year, to really get to know the trust, it's academies and all those that work and learn within them. 

What are we looking for?

We would welcome applications from committed and enthusiastic members of our local community (Northamptonshire and Milton Keynes) who have a passion for education and opportunities for young people.

We are particularly interested in those with lived or professional experience of Equality, Diversity & Inclusion and / or Safeguarding. Previous experience of governance is not a pre-requisite but is welcomed. 

Trustees must be confident to speak within a group and express their opinion and share their expertise.

What difference will you make?

As a member of our board you will support and shape our work and strategic direction, as well as help us achieve our purpose that every child will be the best that they can be. 

In joining a well established and effective board you will contribute to supporting our trust in its innovative approach. We have exciting projects focusing on inclusion and equality, that will benefit from your experience as well as an ongoing cycle of continuing improvement and pursuit of Educational and Operational Excellence. Could you be an #EMATter?  What would it mean for you?

Our trustees have a trust level responsibility but are strongly encouraged to network and interact with our local advisory boards so that they have a strong understanding of each of our academies when discussing and challenging finance, risk, safeguarding, teaching and learning and 'beyond the classroom' services.  

Before you apply

Please express your interest through Reach in the first instance.  We can then have an informal conversation, either in person or on teams about the role, before we ask you to complete an application form and our safer recruitment process. 

Are you able to bring your skills and experience to help with Nature’s Recovery? Staffordshire Wildlife Trust, the leading local charity in Staffordshire, is dedicated to the conservation of nature and connecting people with their local wildlife

Trustee Tenure: 4-year term – maximum 3 terms

Regularity: 9 meetings a year + additional opportunities

Location: The Wolseley Centre, Wolseley Bridge, Stafford, ST17 0WT 

We are seeking a forward-thinking and inclusive Trustee to join the Board and work towards assuming the role of the Board’s Honorary Secretary and help lead us on our journey.

The Honorary Secretary will be able to combine personal humility with an urgency to achieve the mission of Staffordshire Wildlife Trust and the drive to invest in ongoing organisational development.  They will be able to demonstrate servant leadership and be able to unite and inspire our movement behind our collective vision. 

Embodying the culture of The Wildlife Trusts, the Honorary Secretary will work with the Chair and the Board to advance and grow the reputation of Staffordshire Wildlife Trust as an organisation of excellence that can inspire collective leadership throughout its movement and beyond, in the wider world.

This can be a demanding, yet rewarding role, suited to someone who is able to navigate through complex relationships and communicate well at all levels. Being able to motivate and bring people on a journey is a must.

This is a role that is elected to annually by the Board of trustees.

The role of our Trustees is varied and stimulating.  You will be bringing your expertise, experience and passion to help lead a dynamic, multi-functional, multi-specialist organisation.  

Help us to protect and enhance the wildlife and wild places of Staffordshire and promote understanding, enjoyment and involvement in the natural world.

About Us

“Staffordshire Wildlife Trust protects and enhances the wildlife and wild places of Staffordshire and promotes understanding, enjoyment and involvement in the natural world.”

A registered charity established in 1969 and is one of 46 county Wildlife Trusts throughout the UK and is supported by over 19,000 members.

The Trust owns or manages 45 nature reserves covering an area of over 1947 hectares. Our circa130 staff are based in six locations around the county including our Headquarters at Wolseley Bridge, Stafford, with our work divided up into five departments: Conservation Delivery, Engagement, Marketing & Activism, Fundraising, Membership & Resources, HR & Support Services and Commercial. The Trust has a diverse workforce including site wardens, wildlife surveyors, community and education officers, catering, retail and administration.

In addition, we have a trading company which looks after the trading side of our business. This includes a café at The Wolseley Centre, charity shops in Leek, Penkridge and Codsall and a retail shop in the Wolseley Centre.

We are welcoming. One of the core values of Staffordshire Wildlife Trust is that we nurture a culture of equality, inclusivity and diversity.

We are welcoming to those underrepresented in our communities and we strive to listen, learn and share from each other.

Staffordshire Wildlife Trust is committed to keeping children and young people safe, please visit our webesite to view our policies.
Safeguarding and protecting our visitors, customers, members, staff and volunteers is the responsibility of every trustee, employee, and volunteer at Staffordshire Wildlife Trust.

Closing Date: Monday 15th September 2025

First Interview Date:  Week commencing Monday 22nd September 2025

Use your skills to help shape brighter futures for children, young people, and families across Kirklees

About Fresh Futures

Fresh Futures is a Kirklees-based charity aiming to improve lives and inspire change for vulnerable and disadvantaged children, young people, adults, and families.

Our vision is for everyone to have opportunities for a better life, now and in the future.

To achieve this, Fresh Futures focuses on four interwoven strands: Education, Health & Wellbeing, Employability & Skills, and Relationships.

What will you be doing?

One of Fresh Futures key services is Brian Jackson College, an alternative education provision. The college can support up to 100 young people aged 13 to 18 based across three sites, in Heckmondwike and Huddersfield. The College is rated ‘Good’ by Ofsted.

There are ambitious plans to grow the provision across Kirklees and neighbouring areas in the near future.

The Board of Governors is a sub-committee of Fresh Futures Board of Trustees. Governors can also be appointed as Trustees of the Charity, but do not need to be so.

The role of the Governors is to:

· Ensure clarity of vision, ethos, and strategic direction

· Hold the Head Teacher to account for the educational performance of the College students, and the performance management of staff

· Oversee the financial performance of the College and make sure budgets are allocated appropriately

Governors are asked to attend 4 meetings a year, one per term, usually held virtually via Teams, and one in-person awayday.

What are we looking for?

We are looking to fill vacancies on our Trustee board and on our Finance and Governors sub committees.

Members of these committees do not necessarily have to also be Trustees. 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 recruiting new Trustees/members who have experience in any of the following:

· Health and safety

· Charity finance

· Marketing & PR

· Charity fundraising

· The commercial sector

· Knowledge of Kirklees

· Safeguarding children and vulnerable adults

· Independent education

We strive to be more representative of the diversity of the communities we serve. Applications from first time Trustees/Governors are welcome, you do not have to have previous experience of being on a board. Training and induction are provided.

What difference will you make?

By joining Fresh Futures as a Governor, you’ll help guide our strategy, strengthen governance, and ensure we continue improving lives across Kirklees. Your skills and perspective will support vital services in education, employability, health and wellbeing, and relationships - helping thousands of children, young people, and families thrive.

This is an exciting opportunity to influence and impact the educational experience and outcomes of children in east Newcastle, North Tyneside, and Hartlepool. At the heart of our trust is the aim to nurture, educate, achieve and transform the lives of all young people within the communities we serve across the North East.

We are a mixed Multi-Academy Trust, with eight schools (6 primary, 2 secondary) and a mix of community and Church of England schools. We are a fully inclusive, working with a range of stakeholders to ensure the best outcomes and destinations for our pupils. We also have a national research school, which aims to build and strengthen networks of schools throughout the region and help them access effective education research and implement it in everyday practice.

NEAT is looking for people to join our Trust Board of Directors. We're open to hear from any candidates who are motivated to contribute to the enhancement of education in our schools, whether that be with years of education experience, or with new insights and innovative thinking about how schools can and should support our learners.

We're especially keen to support people who may not have much experience on a Board, and those from underrepresented groups. If you have a passion for supporting pupils and some relevant skills or experience, we're keen to hear from you.

Our Directors work closely with our school governors and school leaders and have direct impact in the community through:

• decision making in the best interests of pupils to improve their education, wellbeing and future prospects and raise community aspirations
• shaping policies and strategic direction, allowing schools to focus on delivering high-quality educational experiences
• stakeholder engagement to ensure that the voices of staff, parents, pupils and other stakeholders are heard

Who They Are

The ExtraCare Charitable Trust is a UK charity that has been supporting older people for over 35 years. Its vision – better lives for older people – remains as relevant today as at its founding. Through integrated retirement communities, ExtraCare offers an alternative approach to later living that challenges societal perceptions of ageing.

Its holistic model, underpinned by research with Aston and Lancaster Universities, has delivered proven benefits for both residents and wider society. As pioneers of supported independent living, the Trust prides itself on delivering best-in-class retirement living and advocating for older people.

Since 1988, ExtraCare has developed retirement villages and smaller housing schemes, with a consistent focus on enabling residents to enjoy happy, healthy, and fulfilled lives within vibrant communities. Today, it is the UK’s leading not-for-profit developer of housing for over-55s, operating 14 retirement villages and four smaller schemes, supporting more than 4,329 residents in 3,778 homes.

The Role

ExtraCare is seeking a new Chair of the Audit & Assurance Committee to lead the Committee in providing rigorous oversight of risk, governance, and financial controls, ensuring the charity operates with integrity and in full compliance with regulatory requirements. The charity welcomes applications from individuals with a wide variety of backgrounds to help enhance the diversity of the Board.

Person Specification

• Senior leadership or Board-level experience, and/or prior service as Chair or member of an Audit Committee.

• Strong business acumen, including strategic financial planning and awareness, with a sound understanding and background in audit and finance. A relevant financial qualification is desirable but not essential, provided at least one other Committee member holds such a qualification or background.

• Working knowledge of the Audit Committee’s role, internal and external audit processes, audit practice, and risk management frameworks.

• Sound governance knowledge and experience operating with a high level of accountability in a regulated sector.

• Ability to chair meetings impartially, effectively, and inclusively.

• Commitment to ongoing personal and professional development.

Are you passionate about birth rights and positive birth experiences? We are seeking new trustees to join our board. 

At The Birth Partner Project, our vision is that no-one should face birth alone. We provide volunteer birthing partners, particularly to people seeking sanctuary, across Cardiff. 

We are currently making big strides to develop our small charity so it's fit for the future focusing on excellence, sustainability and growth. We are looking for dynamic and committed new trustees to join our existing team. 

We are particularly keen to hear from people who have expertise in financial management, employment law, marketing & communications, and technology. We are also interested to hear from experienced midwives who have an interest in our work. 

Our partner provides practical support and financial assistance to people forced to travel to access abortion care, operating across Europe and beyond, whilst working towards a future where safe, legal abortion is accessible to all.

They are seeking a Treasurer with strong finance and accounting experience to join the Board of Trustees. The Treasurer will provide oversight of financial strategy, risk and compliance, review management accounts and budgets, and support the preparation of annual accounts in collaboration with the staff team and bookkeeper.

The post-holder will bring charity governance experience, commercial awareness, and the ability to explain financial information clearly to non-financial trustees. A commitment to the organisation’s pro-abortion, feminist and anti-oppressive values is essential.

The Board meets remotely every six weeks, with an additional monthly Governance Working Group meeting. Occasional in-person gatherings may take place every couple of years. The time commitment is approximately 5 hours per month.

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

Zebra is seeking a qualified accountant to join our board of trustees as our next Treasurer.

Zebra is a not-for-profit social enterprise (exempt charity) providing accommotation to postgraduate international students living in London. We believe in the importance of international studies and have been going for over 60 years. We are a healthy organisation with a strong reputation and ambitious plans for the future.

This is an important time for Zebra. We are currently going through the process of deregistering with the Regulator of Social Housing and are changing our accounting practices and systems as we make the transition away from the housing association sector and to a more appropriate structure to prepare us for growth in the future. We have an experienced Finance Manager on our staff team who you will be working with along with the CEO and the rest of the board members.

We ideally need a Treasurer with some understanding of the charity or social enterprise sector. This is an unpaid volunteer role - there are four boars meetings per year (all online), Audit and Risk Committee meeetings (also online), and occasional meet ups in London - but you can be based anywhere to carry out this role.

Duties

• Acting as a mentor to the Finance Manager, supporting her through this period of transition while Zebra puts in place a new structure and new financial systems

• Chairing the Audit and Risk Committee - number of meetings per year to be decided as this is currently under review

• Meeting with our external auditors on Zoom

• Reviewing our quarterly accounts, annual accounts and reports and providing feedback

• Using your expertise to provide advice and support to other board members, including our Co-Chairs, to support them in understanding our finances and helping them to be able to provide good scrutiny and governance

• Attendance of four board meetings per year on Zoom, where you will provide input and opinions especially around financial matters

• Attending one Board Strategy day per year in London for which expenses can be paid (and ideally also attending our Christmas meal)

• The Treasurer should expect to serve for a minimum of 12 months

To apply please submit your CV in the first instance.

We’re seeking a Treasurer to join our Board of Trustees!

Love Leeds Parks seeks to ensure people in Leeds have a green space that they love on their doorstep. We empower communities across the city to shape and use their local green spaces on their own terms, focussing our resource on the areas where it’s needed most. We see parks as an exciting vehicle for community health and well being and work in partnership with local people, funders and Leeds City Council to transform neglected green spaces into thriving community places. 

We have a small but mighty board who are passionate about communities and green space and we are looking to expand. Now is a great time to join as we renew our mission and embark on the next phase of our work.

What we are looking for

We are currently looking for a trustee with skills and experience in finance.

This post would suit:

- A recently qualified accountant or a strong trainee, in both cases some mentoring by a senior colleague in their company could be useful.

- Someone recently retired who is looking to continue to contribute their knowledge and time to a worthwhile cause.

- Someone who currently works in finance but who is looking to gain experience in the charity sector.

We are keen to recruit trustees from less well represented backgrounds, in particular people who live and or work in our focus areas, young people and racialised communities.

You do not need to have had prior board experience to express interest in this role. What is most important is having a shared passion for the purpose, enough time to commit and the ability to work collaboratively and as part of a team.

What you will gain

A chance to:

- Be part of a young evolving organisation that punches above its weight in supporting communities to access greenspace and parks as a foundation of community health and well being.

- Contribute your knowledge and skills to shaping an exciting and inspiring cause

- Gain experience of operating at a leadership board level in a charity

- Build skills in strategic visioning and leadership.

- Be part of a friendly and passionate senior leadership team with a shared passion for communities and green space

For more information on what you gain from taking on a trustee role please visit the 'Getting on Board' website.

Treasurer role and responsibility

This is a fantastic opportunity to use your financial skills to make a meaningful impact within our charity.

As Treasurer, you’ll play a key role in overseeing our financial health, helping to ensure we remain sustainable and accountable as we deliver our mission.

You will attend bi-monthly trustee meetings (c.90 minutes each) – most of these take place online, with three in-person meetings held each year in Kirkstall. Meetings take place on a Monday, 5 - 6:30pm. 

In addition to attending trustee meetings you will:

• Ensure that income is acknowledged and allocated to the correct heading.

• Book keeping roughly 2 hours per month, bank to accounts, allocating transactions, labelling and filing evidence.

• Ensure expenditure has been properly incurred, payments are made and similarly allocated and cashflow maintained.

• Provide the trustee board with a quarterly report on the accounts including a projection for the year ahead (rolling management accounts).

• Produce the annual accounts subject to independent examination by an accountant .

• Work with the CEO and some trustees to develop income growth plans.

• Contribute to the maintenance of financial policies.

• Advise the Board of regulation and tax implications as the turnover grows.

We are a small charity and so the volume of bank transactions is relatively low with 3 – 10 online authorisations per month. Payroll is contracted to Voluntary Action Leeds. There would be a transition period and handover/shared duties with our current treasurer. This is an unpaid trustee role – expenses incurred in undertaking the role will be reimbursed.

If any of this peaks your interest and you would like to have an informal chat to understand the role better, we’d love to hear from you.

About It’s Time:

It’s Time is a charity created by and for young adults who have experienced the death of a parent. Founded by people who know this grief first-hand, the charity ensures no one aged 18–35 has to navigate such loss alone. Through peer-led support, events, free group therapy, and tailored resources, It’s Time offers connection and understanding during an often isolating time. The charity also partners with universities, workplaces, and families to promote better bereavement support - recognising that grief doesn’t follow a timeline, and the help offered to young adults shouldn’t either.

The charity was founded in 2021 and we now run local peer support groups throughout England, have a year long waiting list for our group therapy and supports around 500 people in the online community.  We recognise that as we grow our needs and those of our community are changing and are looking for someone skilled in charity growth to steer us into the next phase of our development.

About the Role
We’re looking for a skilled and committed Treasurer to join our Board of Trustees and lead the financial stewardship of our growing charity. This is a vital voluntary role for someone with strong financial expertise who wants to make a meaningful difference in a purpose-driven organisation.

As Treasurer, you will ensure the financial health, integrity, and sustainability of the charity – guiding strategy, overseeing controls, and making sure the Board understands its financial responsibilities. You’ll also chair our Finance & Remuneration Committee and contribute to wider governance and leadership.

Time Commitment

• 4 board meetings annually (Tuesday evenings via Zoom)

• 1 annual in-person strategy day (usually a Saturday in London)

• Participation in any relevant sub-groups

• Ad hoc involvement in events, meetings, or training as needed

• Monthly bookkeeping or operational finance tasks (optional)

Remuneration
This is a voluntary position. Reasonable travel expenses will be reimbursed.

Key Responsibilities
Chair the Finance & Remuneration Committee
Oversee budgets, accounts, reserves policy, and investment activity
Present financial reports and key updates to the Board
Ensure financial procedures and controls are robust and compliant
Advise on the financial implications of strategy and fundraising
Ensure preparation and filing of annual accounts and reports
Keep the Board informed of financial duties and risks
Support the Chair and wider Board in strong, timely governance

What We’re Looking For

Qualifications & Experience

• Qualified chartered accountant (or equivalent) – preferred

• Experience in charity finance, governance, or fundraising – desirable

• Skilled in interpreting and communicating financial information

• Confidence to challenge and offer independent judgement

Personal Qualities

• Passionate about the charity’s mission and social impact

• Able to provide leadership, clarity, and structure

• A collaborative and constructive team player

• Willing to engage with staff and stakeholders as needed

• Strong communication and interpersonal skills

Term
The Treasurer will serve a three-year term, with the option to renew for one additional term.

St Edmundsbury Cathedral became a registered charity on 2 May 2023 and has a Board of Trustees referred to as Chapter. Chapter is accountable for the governance, strategic direction and management of the Cathedral, and has ultimate responsibility for the care, maintenance and development of the Cathedral estate, all aspects of Cathedral activity, and for securing its long-term viability and financial sustainability.

The Risk, Audit and Review Committee will enable Chapter members to meet their responsibilities by providing independent oversight of the Cathedral’s systems of internal control, risk management and financial reporting, and through supervision of the quality, independence and effectiveness of both the internal and external auditors.

In this instance the Cathedral is looking at recruiting someone with relevant understandings and experience who would thrive as a Committee Chair.

The Committee must keep the activities and management of the Cathedral under review in relation to such matters as the Chapter has specified in these Terms of Reference.

The Chair is responsible for:

• Agreeing the agenda with the Chief Operating Officer for committee meetings
• Producing reports and ensuring they are submitted to Chapter in a timely manner.

The committee is responsible for:

• reviewing the annual report and financial statements, paying particular attention to accounting policies, areas involving significant judgement or estimation and compliance with financial reporting requirements and accounting standards, and recommending them to Chapter for approval;
• reviewing the scope and results of internal and external audit work, including the adequacy of management responses;
• reviewing the performance of internal and external auditors, including recommending the appointment and remuneration of internal and external auditors to Chapter when required;
• monitoring the processes for assessing, reporting, mitigating and owning business risks and their financial implications, including financial, governance and safeguarding risks;
• reviewing the risk register at least annually, and ensuring Chapter’s internal processes facilitate the prompt reporting of serious incidents, control failures and emerging risks;
• reviewing and recommending to Chapter the organisation’s policies for counter-fraud, anti-money laundering, whistle-blowing and cyber and information security; and
• reviewing arrangements by which staff may, in confidence, raise concerns about possible improprieties relating to finance or other aspects of the Cathedral’s operations to ensure that arrangements are in place for the investigation of such matters and for appropriate follow-up action.

Membership

• The Committee must have a minimum of six members and a maximum of ten members, provided that at least one member of the Committee must be a non-executive Chapter member.
• The Chapter shall appoint all members of the Committee, having consulted the Nominations Committee.
• Not all appointed members need to be Chapter members and should not be executive Chapter members.
• There must not be a majority of members in common with the Finance Committee.
• The members appointed should, collectively, possess appropriate knowledge and skills in accounting, risk management, audit, financial governance and any other technical issues relevant to the work of the Committee.
• The Dean must not be a member of the Committee but is entitled to attend any meeting of the Committee. If the Dean does attend, he or she may speak but may not vote.
• The chair of the Committee must be appointed by the Chapter. The person appointed to chair the Committee must: not be a member of the Chapter; and have recent and relevant financial experience.
• Each member is appointed for a term of office of up to three years.
• A member may be reappointed, provided that any member who has served more than two consecutive terms is not eligible for appointment as a member until at least two years has passed since the member last held the office.
• A Committee member may resign by notice in writing to the Chief Operating Officer and Dean. Any Committee member who ceases to be a Chapter member shall automatically cease to be a member of the Committee.
• The Chapter may remove a member of the Committee in accordance with the provisions of the Statutes.
• Members must declare conflicts of interest or loyalty in accordance with the Chapter’s conflicts of interest policy.

Successful candidates must possess the following competencies and personal attributes:

• Professional Experience
• Have a broad understanding of the leadership and management needs of complex organisations
• Have experience of strategic planning and implementation
• Have a good general knowledge of the basis of faith within the Anglican community
• Be well informed of the responsibilities and obligations of Charity Trustees
• Have a good general knowledge of good operational practices in managing organisations
• Have proven professional expertise in audit and risk management, especially for Charities.

Proven expertise in one or more of the following areas is essential:

• Finance Legislation (especially auditing), Management accounting practices, Internal and external auditing, Financial risk management, Business risk management, Project risk management, Safeguarding, Health and Safety, Property management, Strategic planning for finance and monitoring and evaluating culture / environment impact.

Desirable Personal Attributes and Behaviours:

• Ethically anchored – act with honesty and integrity; committed to act and behave ethically
• Intellectual ability – have the ability to obtain and analyse relevant data; use object reasoning
• Emotionally aware/resilient – are emotionally intelligent; remain calm under stress
• Team oriented/collaborative – actively seek the views and knowledge of others and adopt a collaborative approach
• Diligent/responsible – approach work in a conscientious way and take responsibility for their actions
• Faithful/discreet – honour the trust placed in them by others and be discreet in their conversations
• Humble/servant leader – place others’ needs before their own; not be self-seeking or status oriented
• Effective communicator – are able to express themselves clearly and concisely using relevant information

Role Description: Treasurer

Position: Treasurer (Trustee)
Accountable to: Board of Trustees
Location: Bognor Regis/Remote
Time Commitment: 1-2 days per month
Term: 2 yr 

Purpose of the Role

The Treasurer is a key member of the Board of Trustees, taking the lead in overseeing the financial health of the charity. They ensure proper financial management, reporting, and compliance with legal obligations, while supporting the Board to make sound financial decisions that enable the charity to achieve its mission in reptile welfare, conservation, and education.

Key Responsibilities

Financial Leadership

• Monitor the financial standing of the charity and ensure effective financial controls are in place.

• Oversee the preparation of budgets, accounts, and financial statements.

• Ensure the Board understands the charity’s financial position and the implications of decisions.

• Chair the finance sub-committee (if applicable) and report key matters to the Board.

Compliance & Reporting

• Ensure compliance with charity law, company law (if applicable), and HMRC requirements.

• Oversee the preparation and submission of the annual report, accounts, and returns to the Charity Commission.

• Ensure financial policies and procedures are up to date and fit for purpose.

Support Fundraising & Sustainability

• Advise on the financial implications of the charity’s strategy, projects, and fundraising activities.

• Support the development of income streams and fundraising initiatives, ensuring they are financially viable.

• Monitor reserves and ensure a balance between short-term needs and long-term sustainability.

Working with Staff/Volunteers

• Liaise with staff or volunteers responsible for day-to-day financial operations (e.g. bookkeeping, invoicing, banking).

• Support the Chief Executive/Manager to ensure accurate and timely financial information is available.

• Provide guidance and training to Trustees to strengthen the Board’s financial literacy.

Person Specification

Essential Skills & Experience

• Financial qualifications or relevant experience (e.g. accountancy, bookkeeping, financial management).

• Experience of financial planning, budgeting, and reporting.

• Strong analytical skills and ability to explain complex financial information clearly.

• Understanding of the responsibilities of charity Trustees.

• Commitment to the values of animal welfare, conservation, and community engagement.

Desirable Skills & Experience

• Knowledge of charity SORP (Statement of Recommended Practice) and sector-specific financial regulations.

• Experience with fundraising, grant management, or financial oversight of charitable projects.

• Previous Board or Trustee experience.

Time Commitment

• 4-6 Board Meetings a year

• Regular review of management accounts, budgets, and financial policies.

• Availability to support staff/volunteers with finance-related queries.

• Attendance at occasional fundraising or community events.