Financial accountant volunteer roles in lincoln, lincolnshire

• To offer advice and support to the Trustees and staff regarding the continuous development and

improvement of the charities vision.

• To support the Board to oversee and 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 and

regulatory requirements.

• Support the Board to monitor the financial viability of the charity

• Creating in conjunction with relevant senior 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 are, where applicable, liaising with the charity’s external

accountants to ensure the accounts are compliant with charity policies

• Ensuring that sound financial management is maintained and ensuring expenditure is in line

with the charity’s objects

• Acting as a counter signatory on charity 

Acting as a counter signatory on charity cheques and any applications and receipts of

funding (if necessary or mandated).

The overall role of a Treasurer is to maintain an overview of the organisation’s financial affairs, ensuring its financial viability and that proper financial records and procedures are maintained. 

In addition to the general responsibilities of a trustee, duties of the Treasurer  include: 

• Overseeing, approving and presenting budgets, accounts and financial statements (including arranging for the accounts to be submitted to the accountant). 
• Being assured that the financial resources of the organisation meet its present and future needs.
• Ensuring that Mind in Kingston has appropriate reserves in line with its reserves policy.
• Ensuring that appropriate financial reports are presented to the board.
• Ensuring that appropriate accounting procedures and controls are in place.
• Liaising with any paid staff and volunteers about financial matters.
• Advising on the financial implications of Mind in Kingston’s strategic plans.
• Ensuring that the charity has an appropriate investment policy.
• Ensuring that there is no conflict between any investment held and the aims and objects of Mind in Kingston.
• Monitoring the organisation’s investment activity and ensuring it is consistent with the organisation’s policies and legal responsibilities.
• Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, for example the Charity Commission and/or the Registrar of Companies.
• If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented.
• Keeping the board informed about its financial duties and responsibilities.
• Supporting other trustees in understanding the organisation’s financial position and decision making.
• Contributing to the fundraising strategy of the organisation and the ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

Person specification

In addition to the person specification for the Treasurer should have the following qualities:

• Relevant financial management/accounting qualifications and/or experience.
• Some experience of charity finance, fundraising and pension schemes or willingness to learn.
• The skills to analyse proposals and examine their financial consequences.
• Being prepared to make unpopular recommendations to the board.
• A willingness to be available to staff for advice and enquiries on an ad hoc basis.

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.

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.

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.

___________________________________

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

We're a not for profit Community Energy organisation operating in Southwark and Lambeth and has been established by members of the South London community to relieve fuel poverty by providing renewable energy locally. We have been set up as a Community Benefit Society, which means we are a business managed for the benefit of the community. It’s is run by its shareholders, and shareholding is open to everyone.

We were established in 2023 and received grants from four funds (Government, Mayor of London, Southwark Council, Centrica Energy for Tomorrow) and a fuel poverty alleviation contract from Uk Power Networks (Leaving No One Behind) in 2024 to set up our pilot projects. We have two part time paid managers running the fuel poverty activity and the overall programme.

Our pilot projects include a fuel poverty service delivering energy advice and support for those in need and we currently have five trained energy champions who work with us part-time. We are also running feasibility studies for four solar arrays on housing estates and we’re exploring different possible business models. If we can make this work then we will be setting a precedent for a model for renewables on mixed tenure estates and long term financial sustainable fuel poverty alleviation.

At this exciting and pivotal time at the beginning of our journey we are looking for a Treasurer to support our organisation by overseeing the financial affairs.

The Role

The Treasurer will be overseeing the work of Martin, our dedicated Lead Finance Volunteer, who is an accountant working in Government and has been supporting our work for several months. We estimate that the treasurer role will require an average of less than one day a month, including attendance at six board meetings a year and weekly half hour meetings as necessary to be a mentor to Martin. We hold board meetings every other month on Tuesdays 1-2.30pm. The majority of these are held online with occasional in person meetings in Southwark. The Treasurer will also be responsible for holding a general oversight of financial activities and ensuring that we are keeping in line with our financial responsibilities.

Responsibilities

• Oversee financial matters to ensure that the organisation is compliant with regulations and good practice
• Support the finance team and other members of the board to ensure that effective financial procedures are in place
• Support the team in maintaining accurate financial records and oversee the year-end and funders financial reporting processes
• Advise on finance related initiatives that could benefit the society and input to strategy
• Support the creation of financial prospectuses for community share offers

Essential Qualities, Skills and Experience

• Chartered accountant with at least three years experience
• Understanding of financial management in organisations
• Ability to communicate financial information in a clear and effective manner
• Interest in renewables, sustainability and Community Energy
• Willingness and ability to work as part of a team and build good relationships
• Willingness to mentor our Lead Finance Volunteer

Desirable Qualities, Skills and Experience

• Experience of Community Energy and/or the renewable energy sector
• Knowledge of social enterprise structures
• Experience of being on the board of a not for profit organisation
• Being a resident of or having a connection to South London

Purpose of the Role:
The Treasurer plays a key leadership role in ensuring SAPHNA’s financial integrity and sustainability. In addition to the responsibilities of a General Trustee, the Treasurer provides strategic guidance and oversight on SAPHNA’s financial matters.

Key Responsibilities:

• Oversee SAPHNA’s financial management, ensuring robust processes and controls are in place.
• Advise the Board on financial strategy, risk management, and resource allocation.
• Work closely with SAPHNA’s management team to monitor budgets, cash flow, and financial performance.
• Ensure the preparation of annual accounts in accordance with charity regulations.
• Present financial reports to the Board in a clear and accessible format.
• Support the development of financial policies and procedures.
• Ensure SAPHNA’s funds are invested appropriately, achieving both security and growth.
• Oversee financial compliance with legal and regulatory obligations.

Person Specification:

• Must have proven financial expertise, with experience in UK financial management, accountancy, or charity finance.
• Strong analytical skills and the ability to present complex financial information clearly.
• Commitment to SAPHNA’s mission, vision, and values.
• Experience in governance, leadership, or financial oversight.
• Ability to collaborate effectively with other Trustees and SAPHNA’s management team.

Time Commitment:
Trustees are required to attend quarterly Board meetings, participation in working groups or committees, and occasional representation of SAPHNA at events. The Treasurer role may require additional time to review financial matters and liaise with staff.

The International Council of Museums in the United Kingdom (ICOM UK) is seeking a new trustee with strong financial acumen and a passion for the museums and heritage sector and working internationally to be the Finance Lead on our Board. This is a strategic finance role to support the Strategic Director and advise the Board of Trustees in respect of the conduct of the charity’s financial affairs.  

The role requires experience and skills in financial planning and management, preferably in a charity and/or company, along with the ability to understand and communicate the impact of decisions on the organisation’s finances. 

We welcome applications from professionals with the skills, knowledge and lived experience that will strengthen and diversify our Board. 

 For further details on the roles and ICOM UK, you can view our Finance Lead Trustee Recruitment  Pack. 

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.

Our Branch is seeking a new Treasurer for our Committee. We would love to hear from a finance professional with a passion for animal welfare!

About us:

RSPCA Lincolnshire Mid, NE & Lincoln Branch rehabilitates and re-homes animals rescued by the RSPCA's national Inspectors. We also promote responsible pet ownership and hold animal action days such as for microchipping.

We currently run three charity shops and regular fundraising events, to rehabilitate more than 100 animals each year, and help them find their forever home.

Our Branch is extremely passionate with twelve Trustees currently forming the Committee.

We have a very strong financial position, with excellent controls, having had the support of a dedicated Treasurer for over 10 years. We are now looking for her successor and would love to hear from you!

What is involved? 

As a Trustee of an RSPCA Branch you will have the chance to influence how we care for and prevent cruelty to animals. 

Our Treasurer acts as principal financial trustee maintaining and administering the accounts of the branch.

What you can bring to our board:

You will have a professional finance qualification or be working towards one, such as CIMA or ACCA. You will ideally have charity finance experience, such as an understanding of gift aid, charity commission reporting requirements and restricted funds.

You will have experience of using finance software, with Xero experience being particularly desirable as it is our current software. You will also be familiar with how HMRC rules work, i.e., PAYE, Employer’s National Insurance and charity rules in respect of VAT.

Our Treasurer is a key role, with responsibilities to:

• implement and maintain sound financial systems in order to retain full control of branch funds.

• take a lead role in ensuring the committee set annual financial budgets and forward plan the branch income and expenditure so that the accounts balance in the long term.

• provide a written financial report for every branch meeting showing the branch’s income and expenditure since the last meeting.

• liaise with auditors/independent examiner regarding the production of the annual branch accounts and treasurer’s report for the AGM, including SORP statement.

• maintain control of all bank accounts as authorised by the committee. 

• execute and operate branch committee financial decisions and act as branch co-signatory on all branch cheques, if required.

• make quarterly VAT returns via the Branch’s Xero accounting system.

Working with our Branch Manager, the Treasurer will also: 

• maintain control over all branch debit/credit cards, paying-in books and receipt books and to ensure their correct use.

• ensure correct responsibility for the branch network of collection boxes.

• arrange payment of the annual branch contribution to the appropriate RSPCA fund.

• coordinate financial control of all branch fundraising activities.

• ensure the retention and safekeeping of all branch financial documentation for the appropriate time as set by the charity commission.

Additionally, in conjunction with your fellow trustees, our Treasurer will:

• conduct regular reviews of the branch accounts and investment portfolio to ensure the best return on branch funds.

• ensure the production, monitoring and annual review of the branch’s financial risk management strategy in accordance with the charity commission’s requirements.

• liaise with Branch officers and Branch Partnership Manager on financial affairs as necessary and alert them immediately to any possible difficulties or irregularities.

Things to know about the role

You will ideally live and/or work in our branch area in Lincolnshire, UK, to bring local insight to our branch decisions. Our branch covers the city of Lincoln, out to Mablethorpe, Woodhall Spa and Gainsborough, and all the way up to Grimsby. 

We meet monthly as a board, with most of these online but we like to also meet at least 3 times each year in-person, including our AGM, as well as support local fundraising events. 

If you would like an informal chat about the opportunity, please contact the Chair Sophie Easteal or Treasurer Penny Kemp.

Our Trustees need to be or become a member of the RSPCA.

We are looking for a new Honorary Treasurer for the BPA.

This is a good opportunity for someone who wishes to be part of the financial decision-making process of the BPA and to learn how the organisational side of the BPA functions. 

The Hon. Treasurer works closely with the Finance Committee, the Board, the Executive and the General Manager.  There is a strong financial team at the BPA.  Ideally we are looking for an organized, strategic thinker comfortable with financial planning/budgeting with good teamwork and communication skills

· Currently the finance committee is keeping things going on a month to month basis; however, the Treasurer should be the focal point on the Board to articulate the strategic financial direction of the Society with input based on the priorities of the Society as communicated by the Board. The Treasurer should also represent the Financial Strategy as agreed by the Board to all members of the Society. The Treasurer is supported by the Finance committee.

· Attend Board meetings (3rd Monday of each month – 10 months a year)

· Attend Finance Committee Meetings termly (3 times a year)

Who We Are

We’re Causeway, the UK-wide charity who believes in the power of lasting change. We take people from existing to living, and empower our service users, including survivors of modern slavery and exploitation, to find their voice and place in society. Since 2005, we have expanded across multiple regions and now provide accommodation and outreach support to hundreds of survivors of modern slavery every year. In 2018, we launched LifeNavigate, a trauma-informed programme committed to breaking the cycle of crime, collaborating alongside organisations including Her Majesty’s Prison and Probation Service and South Yorkshire Police. Our vision is to ensure a thriving future for marginalised and vulnerable people, and it would not be possible without our dedicated team of staff and volunteers. Causeway Charitable Services delivers support operates across the United Kingdom. Our head office is based in Sheffield, with other offices in Liverpool, Manchester and Sunderland.

Role Summary

How this role fits into the vision and objectives of Causeway

Our trustees bring strategic oversight and direction; to ensure Causeway is true to its purpose and effective in its strategic objectives, whilst ensuring all governance responsibilities are fulfilled. They champion the people we support, promote the charity and its work and bring expertise to purposefully develop Causeway and its impact.

The role of Treasurer brings to our Board Financial acumen, experience and understanding of charity finance and will be a supportive sounding Board for the Senior Executive team in relation to Strategic Financial planning.

Who are we looking for?

We are looking for an outstanding new Treasurer who shares our values and brings energy, expertise and a strategic mindset. We are particularly looking for our Treasurer to have:

· A relevant accounting qualification.

· Experience of charity accounting and relevant accounting standards.

· Ability to maintain overview of the financial affairs of the charity, ensuring its viability and proper financial records and procedures.

· A confident networker who will bring relevant connections and facilitate introductions for the benefit the charity.

It is important that trustees reflect our geographical reach in the North, and that we have diversity of knowledge, experience and background on the trustee board. If you have lived experience relevant to our work or can bring a perspective that is under-represented, we strongly encourage you to consider applying.

The role of the Trustee

The Charities Act 1993 defines charity trustees as those responsible under the charity’s governing document for controlling the administration and management of the charity.

Our board of trustees have shared responsibility for the overall governance, financial health and strategic direction of the charity, developing its organisational aims, objectives and goals in accordance with the governing document, legal and regulatory guidelines.

In addition to the statutory duties, each Trustee uses their specific skills, knowledge and experience they have to help the Board of Trustees reach sound decisions and support the Chief Executive and Senior Leadership Team in delivering the charity’s mission.

As a Trustee of Causeway’s board, you will have the opportunity to help govern a growing organisation, knowing that your time will go some way towards helping people most in need, to go on to lead good, happy and successful lives.

Job Description

Role Title: Treasurer and Chair of Finance, Audit and Risk Committee

Salary: Voluntary (Trustees can claim out of pocket expenses incurred in travelling to meetings)

Location: Applications are welcomed from applicants across the United Kingdom.

Closing date for applications: Rolling.

We aim to make trustee appointments by 30th November 2025. Roles will be provisionally offered, before being finalised subject to DBS check, references and due diligence check, in line with our Safer Recruitment policy.

Interview Date: w/c 3rd November

Responsibilities

The role of the Board of Trustees is to receive assets from our partners and donors, safeguard them and apply them to the charitable purposes of Causeway. The trustee board must always act in the best interests of the charity, exercising the same standard of duty of care that a prudent person would apply if looking after the affairs of someone for whom they have responsibility.

Specific responsibilities as Treasurer and Chair of FAR

· To ensure that the organisation complies with its governing document and its own financial rules, charity law, company law, and other relevant legislation or regulations.

· To ensure that adequate financial procedures and controls are in place and that the organisation operates within a sound financial framework.

· To advise the Trustees on the financial implications of their strategy and policy objectives, and ensure appropriate financial risk management and reserves policies are in place.

· To lead the creation and chairing of the Finance, Audit and Risk Committee on behalf of the Board of Trustees, and to attend the Remuneration Committee.

· In association with the Chief Executive Officer and Head of Finance, to ensure that all financial dealings are properly accounted for, including grants and restricted funds.

· To lead the production of an annual budget, propose its adoption to the Board, and monitor performance against the budget with support from the Chief Executive Officer and Head of Finance.

· To liaise with the Chief Executive Officer and Head of Finance to ensure timely, comprehensive and accurate financial information is provided to the Trustees (e.g. balance sheet, cash flow, bank balances, fundraising performance, reserves reporting).

· To discuss the auditor's report and annual accounts with Trustees at the Annual General Meeting and manage the process of appointing auditors.

To be involved in closely managing the organisation’s investments, and provide tax and investment advice where necessary, with attention to pensions provision.

The legal responsibilities of a trustee are to: 

· Ensure that Causeway complies with its governing document, charity law, company law and any other relevant legislation or regulations

· Ensure that Causeway pursues its objects as defined in its governing document

· Ensure Causeway applies its resources exclusively in pursuance of its objects

· Contribute actively to the board of trustees by providing strategic direction, setting overall policy, and defining goals and targets

· Ensure the financial stability of Causeway

· Safeguard the good name of Causeway, scrutinise board papers and other key communications

In addition to the above statutory duties, each trustee will use their specialist skills, knowledge and experience to identify key issues, provide advice and guidance to the Chief Executive Officer and Senior Leadership team, and help improve the decision making of the Board.

· Our trustees will seek to promote Causeway, drawing upon their strategic contacts and networks and supporting fundraising efforts in order to maximise the charity’s impact and brand.

Trustee Criteria (skills and expertise)

Each trustee must be:

· Support and provide advice on Causeway’s purpose, vision, goals and activities.

· Approve operational strategies and policies and monitor and evaluate their implementation.

· Oversee Causeway’s financial plans and budgets and monitor and evaluate progress.

· Ensure the effective and efficient administration of the organisation.

· Ensure that key risks are identified, monitored and controlled effectively.

· Review and approve Causeway’s financial statements.

· Provide support and challenge to the CEO in the exercise of their delegated authority and affairs.

· Keep abreast of changes in the landscape that Causeway operates in

· Contribute to regular reviews of Causeway’s governance.

· Attend Board meetings, adequately prepared to contribute to discussions.

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

· Contribute to the broader promotion of Causeway’s objectives, aims and reputation by applying your skills, expertise, knowledge and networks.
 

Person Specification

· Enthusiasm for Causeway’s vision and mission.

· Understanding of the legal duties, responsibilities and liabilities of trusteeship in the UK charity sector.

· Able to demonstrate strategic vision and think creatively.

· Relevant experience and knowledge of managing finances.

· Experience and knowledge of current practice relevant to charities or SME finance.

· The skills to analyse proposals, examine their financial consequences and make concise recommendations.

· A recognised financial and/or accounting qualification would be highly beneficial but is not a prerequisite.

· Ability to analyse financial data and communicate findings clearly to non-financial stakeholders

· Willingness to be available to employees with financial responsibilities on a scheduled or ad hoc basis to provide advice and answer queries.

· Willing to speak their mind and exercise independent judgement, whilst operating with tact and diplomacy.

· Ability to work with others in a way that supports positive board dynamics.

· Ability to represent the organisation credibly externally.

· Availability and commitment to perform the role and dedicate the time required to fulfil the role.

Diversity

All applications are welcomed regardless of age, gender, ethnicity, sexual orientation, faith or disability. Causeway is particularly keen to further diversify the Board and ensure that it is representative of those we support. We particularly welcome applications from Black and racially minoritised, LGBTQ+ individuals and/or disabled candidates who are currently under-represented on our board. All appointments will be made on merit, following a fair and transparent process. In line with the Equality Act 2010, however, the organisation may employ positive action where candidates from underrepresented groups can demonstrate their ability to perform the role equally well.

Minimum Time Commitment

Location

Causeway board meetings are held in person and online.

Hours/time-commitment

This is a voluntary position, but reasonable expenses are reimbursed.

The overall time commitment for the Treasurer is expected to be around 1-2 days per month.

There are four full board meetings a year that last approx. 2 hours, outside regular office hours.

There will be a quarterly commitment to the FAR committee once established.

Papers for meetings are distributed 10 working days (plus a weekend) in advance of meetings.

As part of induction, trustees are expected to read relevant policies and complete induction training, which includes an introduction to our services, safeguarding, information governance, and EDI.

Role Overview:

The Chair will ensure that the board functions effectively, maintains high standards of governance, and that the charity's mission and goals are achieved.

Key Responsibilities:

1. Board Leadership:

   • Lead the board in setting and implementing the charity’s culture, direction, and strategy.

   • Ensure the board operates inclusively and effectively.

   • Chair board meetings, ensuring decisions are made and actions are followed up.

2. Strategic Direction:

   • Guide the development and implementation of the charity’s strategic plan.

   • Ensure the charity’s activities align with its mission and goals.

3. Oversight and Accountability:

   • Monitor the charity’s activities and ensure high standards of governance.

   • Hold staff members accountable and support their professional development.

   • Ensure compliance with legal and regulatory requirements (this includes Charity Commission and companies House requirements).

4. Close Supervision:

   • Ensure that all members of staff have adequate line management and supervision (not necessarily by the Chair as this may be allocated to another trustee).

   • Act as the primary point of communication between the board and the staff.

5. Direct Involvement:

   • Take a hands-on approach to day-to-day operations, as necessary.

   • Assist in tasks typically handled by additional staff due to the charity’s limited resources.

6. Enhanced Communication:

   • Ensure clear and consistent messaging between the board and the staff member.

7. Financial Oversight:

   • Oversee the charity’s finances, possibly taking on some treasurer responsibilities (currently the board has an appointed treasurer and an honorary accountant).

   • Ensure the charity operates within its financial means.

8. Volunteer Coordination:

   • Recruit and manage volunteers to support the charity’s activities as and when appropriate..

9. Policy Development:

   • Ensure the development, implementation and review of policies to ensure effective and legal operation of the charity.

10. Annual Review:

    • Lead the board in reviewing its structure, effectiveness, delegations, and key policies annually.

Person Specification:

• Leadership Skills: Proven experience in leadership roles, preferably within the charity sector.

• Communication Skills: Strong interpersonal and communication skills.

• Strategic Thinking: Ability to think strategically and guide the charity’s direction.

• Financial Acumen: Understanding of financial management and oversight.

• Commitment: Dedication to the charity’s mission and values.

• IT competency: Able to use cloud-based systems (currently Google Drive)

BRANCH TRUSTEE – TREASURER

RSPCA Lincs Mid, NE and Lincoln

Are you passionate about animal welfare? We are looking for an enthusiastic person who understands charity finance to support us in our mission to prevent cruelty, promote kindness and alleviate the suffering of animals.

We are looking for someone to volunteer as a Branch Treasurer for our **Lincoln Mid, NE and Lincoln Branch.** This role would play a vital role in supporting the Branches affairs so that it is governed and managed effectively, whilst continually having animal welfare at the forefront of their mind.

As a minimum, trustees would normally be expected to attend a monthly committee meeting lasting some 2 to 3 hours. However, the commitment may vary depending on whether or not the trustee takes on additional duties.

Primary responsibilities of the Branch Treasurer

•  Implement and maintain sound financial systems.
• Take a lead role in ensuring the committee set annual financial budgets and plan the branch income and expenditure.
• Provide a written financial report for every branch meeting.
• Liaise with auditors/independent examiners regarding the production of the annual branch accounts and the treasurer’s report.
• Maintain control of all bank accounts as authorised by the committee.
• Execute and operate branch committee financial decisions and act as branch co-signatory. Maintain control over all branch paying-in books and receipt books and to ensure their correct use.
• In the absence of a branch box secretary, to assume responsibility for the branch network of collection boxes.
•  Arrange payment of the annual branch contribution to the appropriate RSPCA fund.
• Coordinate financial control of all branch fundraising activities.
• Make quarterly VAT returns to headquarters promptly.
•  Ensure the production, monitoring and annual review of the branch’s financial risk management strategy in accordance with the charity commission’s requirements.
•  Liaise with branch officers, branch support specialist and Branch finance co-ordinator on Financial affairs as necessary and alert them immediately to any possible difficulties or irregularities.
•   Ensure the retention and safekeeping of all branch financial documentation for the appropriate time as set by the charity commission.

What we are looking for in a volunteer:

• Time Commitment: You will be able to commit to attending monthly committee meetings, each lasting approximately three hours.
• Financial Oversight: Between meetings, you will carry out key financial responsibilities including preparing financial reports for the committee, monitoring the annual budget set by the trustees, and ensuring financial activities align with agreed targets.
•  Professional Qualifications: You will hold, or be actively working towards, a recognised professional finance qualification such as CIMA or ACCA.
•  Charity Finance Knowledge: Ideally, you will have experience within the charity sector, with a strong understanding of areas such as Gift Aid, Charity Commission reporting requirements, and the management of restricted funds.
•  Financial Systems Experience: Proficiency in using financial software is essential, with experience in Xero being highly desirable as it is the platform currently in use.
• ·Regulatory Compliance: You should have a sound working knowledge of HMRC regulations, including PAYE, Employer’s National Insurance contributions, and VAT rules applicable to charities.

What we can offer you as a volunteer Branch Treasurer

• We will provide you with a comprehensive trustee training course which will provide you will everything you need to carry out the role.
•  Ongoing support is also provided by local and national RSPCA staff in addition to any additional training provided by the relevant branch.
• The platform to utilise your skills and experience to oversee the charity and make decisions that have a direct impact on local animal welfare.
• The opportunity to gain new skills and develop existing ones, whilst making a real difference to the lives of animals.
•   A way to expand your professional and personal network through working with like-minded people.

If you’ve got the drive and compassion to volunteer with the RSPCA and are passionate about improving animal welfare, we’d love to hear from you!

Join us in making a real difference to the lives of animals in need.

Our trustee roles are subject to an informal interview and opportunity to meet the board, which comprises of 12 members. We will ask you to provide contact details for two referees. Trustees are required to be, or be willing to become, members of the RSPCA, supporting the values and mission of this respected charity.