Finance volunteer volunteer roles

The Alice Ruggles Trust is a leading charity dedicated to tackling stalking through education and training, campaigning, and prevention. We are seeking a Trustee with finance skills to replace our current Treasurer, who has undertaken the role for several years.

Alice Ruggles, aged 24, was murdered in 2016 by an ex-boyfriend following a relentless campaign of stalking. The Alice Ruggles Trust was set up by Alice’s parents to help prevent what happened to Alice happening to others, and ultimately to bring stalking to an end.

We are small but entering a period of significant expansion in response to government initiatives in relation to domestic abuse, violence against women and girls, and stalking. This is a challenging but also an exciting time for us.

We are seeking an experienced finance professional, preferably with experience in the charity sector, who will maintain an overview of the Alice Ruggles Trust’s financial affairs and play an essential role in the strategic planning of the Trustee Board in the months and years to come.

CHASE Africa is a UK-based international NGO that supports local partners in East Africa to improve health and wellbeing in marginalised rural communities. We are looking for a Trustee with finance skills, to replace our current Treasurer. You will provide scrutiny and oversight of the work of CHASE Africa, with a particular focus on financial issues.  You will use your financial knowledge and experience to monitor the financial administration of the charity and report to the Board of Trustees on its state of financial health and provide the board with the confidence and knowledge to make good strategic decisions. 

This is an exciting opportunity for someone with extensive financial expertise, who is seeking a voluntary position where they can apply their skills to a meaningful mission.

Since its inception 12 years ago, CHASE Africa has grown from scratch to an income in 2025 of over £830,000 – delivering over 1.5 million healthcare and family planning services to often isolated rural communities. We have a strong and highly motivated staff team and a thriving network of local partners that has expanded from Kenya into Uganda and, later this year, Tanzania.

CHASE Africa’s projects have already brought healthcare and empowerment to tens of thousands of lives, particularly for women and girls, mitigating poverty and helping protect local environments.It has the capacity and opportunity to greatly extend its impact – both geographically and in terms of numbers reached.

We are a small but dedicated team based in Somerset, committed to a collaborative approach to partnership. We're currently going through an exciting period of transition and growth, with a new CEO in 2022, a new charitable structure in 2023, and a new Finance Manager at the start of 2026. Your role will be vital in helping us achieve our future goals.

The Role

• Liaise with CEO and Trustees to ensure the financial viability of the organisation’s strategy 
• Advise on the financial implications of CA’s strategic plan (3 year) 
• Present CA’s financial position and broader context at Trustees Board meetings 
• Support the finance manager with the production of an annual budget 
• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation 
• Take a lead in interpreting financial data for fellow Board members 
• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis
• Ensure relevant financial policies are in place as required by the charity commission 
• Be willing to be available to support the charity’s CEO and Senior Finance Manager as needed 
• Review the monthly management accounts report and cashflow with the CEO and finance manager 
• Liaise with senior staff to ensure financial reports are user friendly for non-finance trustees

About You

• Good background in financial management and analysis
• Able to communicate financial information clearly and to people with different levels of financial and data literacy. 
• Knowledge and experience of finance practice relevant to voluntary and community organisations. 
• Have an excellent ability to interpret financial information and the confidence to raise questions and challenge 
• Have a good understanding of, or be willing to learn, the rules and regulation around charity finance 
• Have the ability to think creatively and strategically, exercising good and impartial judgement 
• Knowledge of current accounting processes, tools and procedures 
• High proficiency in Excel, Powerpoint for analysis and presentation 
• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions  
• High level of integrity and sound judgement 
• Commitment to CA’s vision, purpose and culture and its way of working 
• Able and willing to devote the necessary time to the role 

Additional Desirable 

• CCAB/CIMA qualified professional or qualified by experience in financial management
• Awareness and understanding of the campaigning world and the health community in developing countries. 
• An interest in international development and the issues we are supporting our partners to tackle in East Africa. 

For full information, please see the attached information pack.

To apply for this post, please submit a CV and covering letter by email by the 27th March 2026. The cover letter should be no longer than two pages long and explain why you are interested in this post and how your skills and experience make you a good fit.

Treasurer Recruitment 

Become Our Treasurer and Help Achieve a Life Unlimited.  

At Cystic Fibrosis Trust, we believe in a world where everyone with cystic fibrosis (CF), can live a life unlimited, and we’re inviting passionate individuals to join us on this powerful journey. 

This is more than a governance role, and it’s an opportunity to help guide strategic decisions that impact lives, influence national initiatives, and accelerate progress for a community that deserves nothing less than a brighter future. 

About us

Cystic Fibrosis Trust is the UK’s leading charity dedicated to uniting for a life unlimited for everyone with CF, which is one of the most common life-limiting genetic conditions.

Our team of dedicated staff, volunteers, and Trustees works alongside people affected by CF to fund life-changing research, promote world-class clinical care, and provide essential advice and support.  We champion a community that is united by strength, compassion, and hope. 

Our work relies on the generous donations of our supporters. 

About the role

As a Trustee, you will play a crucial role in the governance and strategic oversight of the charity, ensuring that we operate effectively, achieve our mission, and comply with all legal and regulatory requirements. Trustees are collectively responsible for safeguarding the charity’s assets, ensuring they are used exclusively to further our objectives, and overseeing the charity’s financial health, including budgets, financial controls, and reporting. Acting with integrity and in the charity’s best interests is at the heart of the role. 

The Treasurer oversees the financial affairs of the charity and ensures that they are conducted legally, transparently, and in line with the charity’s governing document. Working closely with the Chair, CEO, Trustees, and any staff or volunteers, the Treasurer helps safeguard the charity’s financial sustainability. This role is vital in supporting the delivery of our new Strategy and ensuring our positive impact on the lives of people with CF 

About you 

You will bring strong financial expertise and strategic insight to help ensure our organisation remains financially robust, well-governed and focused on delivering our mission. Your perspective will play a vital role in guiding our direction and ensuring we continue to put people with CF at the centre of everything we do.

Why Join Us? 

• Make a meaningful impact on the lives of people affected by cystic fibrosis. 

• Engage with dynamic peers who are driven, forward-thinking, passionate and purpose-led. 

• Help drive an inspirational mission that blends science, support, and community. 

• Play a critical role in shaping our strategic direction, ensuring robust governance, and championing equity, diversity and inclusion. 

• Gain valuable experience in governance and strategic planning. 

• Use your expertise to fuel lasting change. 

If you are passionate about making a difference for people with cystic fibrosis, please get in touch. 

How to apply? 

Please download the Treasurer Recruitment Pack for more information including full role description.

Please prepare and submit the following via our applicant tracking system by Monday 16 March 2026:

• A CV outlining your career history, including responsibilities and achievements. 

• A cover letter (max two A4 pages) explaining why you want to be a Trustee (Treasurer), what skills you can bring to the Board of Trustees and what you want to take away from this opportunity. 

Interviews will take place following the application deadline, and shortlisted candidates will be notified directly. We will offer as much notice as possible to support availability.

This is an exciting time to join the Endometriosis UK trustee board, as the organisation expands and develops to achieve the changes that are needed to support those affected by the disease and to drive down diagnosis time. We are looking for a new Treasurer to build on this momentum to strengthen our organisation and bring about change for those with endometriosis. We have a skills-based board, with Trustees having one or more identified skills, with the overall membership of the Board providing the complete set of skills. 

Endometriosis UK is the largest UK charity for those with endometriosis. Endometriosis UK works to:

• Provide support to those with endometriosis and their families and friends

• Provide clear, objective information about the condition and its treatments

• Raise awareness amongst health professionals and the general public about the condition

• Support research into endometriosis.

This is an unpaid role. Reasonable pre-agreed travel expenses will be paid.

Time commitment:

• Five meetings a year, including preparation for meetings, reading papers etc; and attendance at an annual strategy day and AGM (held on the same days as Board meetings).

• Trustees have the opportunity to take part in Board sub-groups and project groups to develop aspects of the organisations’ work. Current sub-groups include the Finance Committee and Diversity & Inclusion Sub-Group. Trustees are also invited to attend Endometriosis UK events.

We are recruiting for one new treasurer to join the board. We are particularly looking for:

• Personal or professional experience of diversity and inclusion issues

• Marketing and digital marketing

• Communications and social media

• Campaigning and achieving change

• Experience of working in Primary Care

• Charity finance experience

• Currently living in Northern Ireland, Scotland or Wales

Personal experience of living with, or having a close family member with, endometriosis, is vital on our Board. Whilst we look favourably on applications from those in the endometriosis community, we already have Trustees with first hand lived experience and new trustees do not need to have endometriosis. 

We also particularly welcome applications from trustees from a range of backgrounds and experiences as part of our commitment to diversity.

The role will start at a Board meeting on 28th November 2026, when our current Treasurer reaches the end of their 6-year term of office. Prior to the roles starting, the incoming Treasurer will have the opportunity to observe a Board meeting in September, and induction will be planned in October.

Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.

As a local group Finance Volunteer, you’ll make sure your group gets the most for their money. In this role you’ll be able to develop your financial and communication skills whilst working closely with other members of the group Coordinating Team.

Most importantly, you’ll be part of a team that provides vital support and services to people within your local MS community.

We're looking for a finance assistant volunteer who can support the financial administration of the charity using our finance software,  Xero. We The volunteer will support the Chair to undertake regular financial tasks such as budgeting, reporting, and audits while ensuring financial transparency. 
 

Key Tasks and Objectives

• Support the financial management of the Charity using Xero
• Data Entry: Recording financial transactions such as donations, invoices and expenses into our finance software, Xero.
• Weekly Reconciling income into Xero from GoCardless, Stripe, PayPal and other third-party agencies that facilitate donations being made to the charity.
• Maintain financial and accounting records, ensuring accuracy and consistency
• Assist with preparing payroll and/or pension information for submission to an external payroll provider (when required)
• Assist with the preparation of the accounts, quarterly and annual accounts for accountant annually as well as supporting funder financial reports
• Track the financial situation of projects
• Ensure that all necessary financial information is recorded accurately
• Assist with financial forecasting and budgeting
• Document Management: Organising and filing receipts, invoices, and other financial documents (digitally).
• Assist the Chair, volunteers or members of staff in understanding and using the accounting software
• Any other tasks that may be required from time to time or during the final accounts period, as appropriate.
• Assist with general administration relating to finances

Key Skills or Qualifications

Essential:

• Knowledge and experience of using Xero accounting software, including tracking project spending, managing volunteers’ expenses and department spending, uploading invoices, reconciliation, etc.
• Understanding of tracking financial data and information
• Experience of working in a bookkeeping role
• Accurate and up-to-date knowledge and experience of charity finance, SORP and other relevant frameworks
• The ability to quickly understand the needs of and challenges faced by our small charity organisation
• Strong numeracy and financial management skills
• Strong organisational skills
• Comfortable working remotely
• Ability to maintain strict confidentiality
• Ability to quickly understand the needs of our team, organisation and users of our services (we are not expecting you to have an awareness of the condition we support)
• Good initiative and ability to work with little direct supervision, but will ask for help when needed
• Ability to work flexibly on your own and as part of a team with enthusiasm and commitment

Desirable:

• Knowledge of charity accounting including restricted and unrestricted funding 
• Understanding of financial management within a charity
• Verbal communication skills
• Competent with communication tools

Key Benefits

You will come part of our small, friendly, forward-thinking charity team. We are focused on reaching people who may not have heard about the Charity or about the condition. 

You would have a key role in ensuring good financial administration, which is crucial to the continued work of Burning Nights CRPS Support. This is a fantastic opportunity for you to make a real difference to a small charity. You will be involved in ensuring we manage our financial inputs and outgoings in order to maintain the services and support we provide, allowing us to be a sustainable charity and fulfil our aims.

Volunteering Time: 7-15 hours per week 

We are currently looking to recruit an external trustee to join our Board of Trustees and also act as chair to the Finance and Audit Sub-Committee. We will also require the trustee to support our whistleblowing policy, acting as the nominated trustee contact for whistleblowing concerns.  You’ll champion openness and ensure the organisation has safe, fair, and effective processes for raising and handling concerns.

Your SU is overseen by our Board of Trustees, and our trading subsidiary (CUSU Services Ltd) is overseen by our Commercial Services Board . They are both made up of a collection of our elected Officers, students, university staff and external professionals that ensure the Charity and the Trading Subsidiary remain sustainable in terms of finance, legality and reputational status.

You will be expected to attend Board meetings 4 times per year – these will be a mix of in person and Teams meetings. You will also be expected to support at least one sub-committee of the Trustee Board (3-4 times per year) as well as complete training and induction. You will need some time to allow for prereading of reports and other documentation before meetings. 

Trustee meetings are typically held on a Friday afternoon 1pm-4pm. Most of the meetings are online, although you would be offered travel expenses for any face-to-face meetings (and hybrid meetings are usually offered if you do need to join remotely.) There is also a strategy day once a year as well as the occasional social activity!

For this trustee role, we are looking for an experienced professional ideally with third-sector governance experience. In addition to being a member of the Board of Trustees the trustee will be required to chair the Finance and Audit subcommittee and should possess a strong finance background with analytical skills and the ability to communicate complex financial information.

We are especially keen to encourage applications from people currently under-represented within the organisation, including but not limited to those from the LGBTQ+ community, people with disabilities, and those from a Global Majority background. We hope that by enhancing our diversity we can extend our organisational creativity and problem solving through the different perspectives and life experiences which diversity brings.

Please note that this is an unpaid voluntary role.

For further information there is a full recruitment pack and role profile available to download or visit our website for more information.

THE OPPORTUNITY

Have you got finance or adult social care knowledge and experience that you would like to use as a way of giving back to your local community? Then your experience will be valuable as a Trustee here at the Harrison and Potter Trust.

This is a great opportunity to get involved with a charity that focuses its work on the provision of housing. You'll support those in need of decent homes across Leeds, while learning and building on your governance skills. Your professional know-how will make a difference where it matters.

So, can you lead in collaboration with your fellow Trustees to ensure that the vision and mission of our charity are achieved? Then, we'd like to learn more about how your financial or social care knowledge and experience can support our Trust.

WHO ARE HARRISON AND POTTER TRUST?

Harrison and Potter Trust is a Leeds-based charity supporting people to live well. We have almshouses on Lovell Park Road and Raglan Road, and offer safe and secure housing. We also give grants to local groups, supporting people facing financial hardship. Our focus is especially on housing needs and social isolation.

WHAT MATTERS TO US

Securing a decent home in Leeds continues to be a challenge for a great number of people, young and old. Housing stock is limited, particularly for people on limited means. We’re proud to be supporting the people who live in our houses who might otherwise have struggled to find good, safe, and clean housing.

IF YOU JOIN US…

You'll join a Board that is keen to welcome new Trustees who will bring energy as well as broader experience. Your knowledge and skills will enhance and support our important work as a charity.

Sharing our commitment to honour our settlors’ legacies will be a focal point for you. Providing housing for older people and supporting local charities will be your shared mission.

The strategic experience gained through a trustee role can have a powerful impact on your career. You'll grow in personal development through a role that is flexible around other commitments.

WHO WE’RE LOOKING FOR

All Trustees need certain qualities such as integrity and commitment. You'll also learn about the importance of effective governance.

We are particularly seeking:

• a Finance Trustee with knowledge of charity accounts and managing investment portfolio
• a Trustee with Adult Social Care experience within a Local Authority or Housing Association

Please make sure you read our Candidate Information Pack before applying. It contains important details about the role and our organisation.

Don’t think you quite meet all the specifications? Please don’t count yourself out. We’d still love to learn more about your interest in joining the Harrison and Potter Trust.

What’s next?

Eastside People is supporting Harrison Potter and Trust in the recruitment of these roles. You can click here to apply today.

The closing date for applications is Wednesday 25th February. Shortlisting interviews will take place shortly after. Shortlisted candidates will then have an interview with Harrison and Potter shortly after this.

We acknowledge every application. You’ll always hear from us after taking the time to apply - we look forward to hearing from you!

The Deputy Treasurer aids the Treasurer in fulfilling their duties. The Treasurer is responsible for overseeing financial strategy, governance, and compliance. The Treasurer role exists to ensure that the Pagan Federation’s finances are kept in good order and that we remain a financially sustainable organisation which supports its members effectively and meets its aims and objectives. This also includes ensuring that the PF meets its statutory obligations by submitting annual returns and accounts to the Charity Commission, and advising the Board on financial matters. This is a critical role which requires a financial background, preferably in non-profit/charity accounting. The Deputy Treasurer also aids the Treasurer in managing a team of treasurers who each maintain and keep appropriate financial records for individual teams within the Pagan Federation. 

Your line manager is the Treasurer.

You must not have an IVA, bankruptcy or conviction to apply for this role.

You will help the Treasurer to:

• Lead on financial strategy, ensuring alignment with the charity’s objectives and sustainability. This includes overseeing the production of an annual budget and propose its adoption at the last meeting of the previous financial year. 
• Ensure the charity has an appropriate reserves policy and finance manual.
• Liaise with relevant staff, trustees and/or volunteers to ensure the financial viability of the organisation and that all record keeping is kept in accordance with relevant legal requirements.
• Make trustees aware of their financial obligations and take a lead in interpreting financial data to them.
• Regularly report the financial position at trustee meetings (balance sheet, cash flow, fundraising performance etc).
• Monitor financial risks and recommend mitigation strategies 

Ensure compliance with specific legal and regulatory requirements including the submission of annual returns and accounts to the Charity Commission.  This includes:

• Overseeing the preparation of the annual report and accounts in line with charity law.

• Ensuring the annual report and accounts are independently examined or audited as required

• Timely submission of annual report and accounts to the Charity Commission

Ensure proper records are kept and that effective financial procedures and controls are in place, ie:

• Cheque signatories

• Purchasing limits

• Purchasing systems

• Petty cash/ float

• Others as appropriate
   

You will also:

• Appraise the financial viability of plans, proposals and feasibility studies.

• Lead on appointing and liaising with auditors/an independent examiner.

• Undertake bookkeeping duties and/or oversee the finance volunteer(s) ensuring posting and bookkeeping is kept up-to-date.

• Maintain the petty cash system and regularly process petty cash claims.

• Regularly carry out reconciliations/ oversee regular reconciliations.

• Arrange payments to creditors as appropriate and arrange appropriate signatures on payments.

• Raise invoices for paid services provided by us, i.e. advertising space in Pagan Dawn.

• Make the necessary arrangements to collect payments from debtors and bank payments promptly.

• Provide training and guidance on financial procedures and compliance

What if being a Trustee was one of the most meaningful leadership roles you ever took on? At REMAP, we believe everyone deserves the chance to live with greater independence.

Each year, our volunteers design and create bespoke equipment free of charge for more than 3,000 disabled people across the UK. From simple adaptations that restore confidence to complex custom solutions that change daily life, every project starts with listening to the individual.

As we continue to grow our impact, we’re now recruiting new Trustees to join our Board.

We’re particularly interested in people with experience in:
• Finance and strategic oversight 
• Health and clinical practice, especially Occupational Therapy
• Lived experience of being disabled or caring for someone with a disability

Experience in charity or nonprofit finance is particularly valuable, especially in fund stewardship, governance, and financial resilience, but we also welcome applicants from commercial or public-sector backgrounds who bring strong financial leadership skills.

Or do you have a clinical and health background, particularly as an Occupational Therapist, to bring professional insight to our Board? Your experience can help shape safe, effective, person-centred solutions at a national level and strengthen how we work alongside health professionals.

We are keen to hear from disabled people and carers who can bring lived experience to our Board, helping ensure everything we do at REMAP remains grounded in real needs and real lives.

You don’t need previous board experience. We’re looking for people who bring insight, curiosity, and a commitment to strong governance and inclusive services.

Trustees play a vital role in shaping our strategy, supporting sustainability, and ensuring disabled people remain at the heart of everything we do.

If you’d like an informal conversation or know someone who might be a great fit, please get in touch:

About Roots Academy.

Roots Academy’s Vision.

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 (Australia) 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 Australian 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.

Our partner is a growing NGO working to improve access to healthcare for underserved and remote communities in Uganda. As the organisation scales its programmes and funding, it is seeking pro bono support to strengthen its finance systems, reporting, and organisational foundations, ensuring they are robust, efficient and fit for future growth.

They are looking for an experienced finance or business professional to provide remote, hands-on support over an initial three-month period. The assignment will be delivered in two phases, starting with a review of current finance systems, workflows and reporting, and supporting leadership to clarify what “good” looks like for the organisation’s future systems. The volunteer will work closely with senior leadership and the finance team, helping to improve use of their existing accounting system, strengthen budgeting and KPI reporting, and reduce pressure on senior staff through clearer processes and controls.

Key areas of support may include:

• A finance health check, reviewing current processes, controls, workflows and approval structures, with a focus on identifying opportunities to streamline and reduce the administrative burden on senior leadership.
• A review of how Odoo is currently being used, with practical recommendations to improve reporting efficiency, data quality, and usability.
• Strengthening budgeting and budget vs actual (BvA) reporting, including alignment between budgets and the chart of accounts.
• Development or refinement of a small set of core financial KPIs that support internal decision-making for leadership and programme teams.

The work will be undertaken collaboratively, with a focus on practical, proportionate recommendations that can be implemented by a small team in a low-resource context. The finance professional will lead on refining the scope and deliverables, based on the initial findings.

Profile

This role would suit a finance or business professional with experience in finance systems, ERP/accounting tools, management reporting, and organisational design. Experience working with NGOs or in international or low-resource settings would be highly valued. The ideal volunteer will enjoy working alongside teams, sharing workload as well as advice, and translating technical concepts into usable solutions.

Time commitment

The assignment will be delivered remotely, requiring approximately 2–3 hours per week over an initial three-month period, with flexibility to extend depending on progress and availability. The preferred start date is as soon as possible.

Overall Purpose of Role

• To ensure on behalf of the Board that Plateful Cafe’s assets are properly managed, only used for approved purposes, and applied as effectively as possible
• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

Main Responsibilities

• Share the responsibility of jointly reporting the financial position (balance sheet, cash flow, fundraising performance etc).
• Oversee the production of necessary financial reports/returns, accounts and audits and the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• To ensure that proper accounts and records are kept and that Plateful Cafe meets its legal obligations in respect of its financial affairs and financial reporting
• To ensure that Plateful Cafe’s financial resources are spent in line with good governance and legal and regulatory requirements
• To be jointly instrumental in the development and implementation of Plateful Cafe's financial policies
• To supervise and assist Finance assistants

Main Tasks
- Liaising with the appropriate member(s) of volunteers responsible for Plateful Cafe’s
financial activities and financial record-keeping
- Make members aware of their financial obligations and take a lead in interpreting
financial data to them.
- Monitoring that financial systems and controls are in place and adhered to
- Assist the fundraising team and team with Funding applications with the finance
questions
- Assist with preparing budgets and other financial information for funding bids
- Assist volunteers with the preparation of financial reports for funders
- Acting as a financial spokesperson for Plateful Cafe as appropriate
- Ensure proper records are kept and that effective financial procedures and controls
are in place, ie:

• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Others as appropriate

- Appraising the financial viability of plans, proposals and feasibility studies.

- Lead on appointing and liaising with auditors/an independent examiner.

- Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting
and bookkeeping is kept up-to-date.

- Maintain the petty cash system and regularly process petty cash claims.

- Regularly carry out reconciliations/ oversee regular reconciliations by the finance
volunteer.

- Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.

- Make the necessary arrangements to collect payments from debtors and bank
payments promptly.

Qualities

must have charity sector experience
 Knowledge and experience of current and fundraising finance practice relevant to
voluntary and community organisations.
 Knowledge of bookkeeping and financial management (as necessary).
 Good financial analysis skills.
 Ability to communicate clearly
 Previous usage of Free Agent system preferable
 Attention to details
 Preferable previous experience on payroll
 Experience on preparing budget

Trustee Opportunity at Citizens Advice
Citizens Advice South Lincolnshire is seeking new trustees to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you’d join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Prior Board experience is not required.

We welcome expertise in digital media, finance, fundraising, HR, IT, law, marketing, PR, risk management, senior management, local government, or strategy.

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have six core skills:

● Insight into the organisation: considering CASL’s objects and its public benefit strategically

● Challenging constructively: clarifying facts; stimulating thought

● Analysing issues: being objective; evaluating risks; using evidence; planning ahead

● Weighing up opinions: using evidence; balancing long- and shortterm; prioritising value

● Interpersonal skills: communicating clearly; listening actively; supporting a healthy culture

● Confidence and self-awareness: collaborating with others; treating everyone with respect.

The Board also values specialist skills as assets among its members:

● experience or qualifications in:

 ‣ business or charity leadership

 ‣ equity, diversity and inclusion

 ‣ facilitation

 ‣ finance and accountancy

 ‣ human resources

 ‣ IT, AI or digital media

‣ law or governance

‣ local government

‣ marketing, PR or communications

‣ risk management, or

‣ strategy development

● past experience as a client or service user of this (or a similar) organisation

● a track record of charitable fundraising, or

● being an effective chair. 

Finally, competent trustees should have these six personal qualities to some extent, and demonstrate them in their behaviours:

● Committed - motivated, dedicated, persevering; plays an active role.

● Responsible - accountable, independent, reliable; accepts collective responsibility.

● Trustworthy - ethical, principled; is a critical friend and focuses on continuous improvement.

● Collaborative - team-oriented, approachable; builds relationships and seeks consensus.

● Confident - independent; contributes constructively and expresses opinions courageously.

● Thoughtful - curious, adaptable, open-minded; appropriately challenges the status quo