Treasurer trustee role volunteer roles

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:

• Proven financial expertise, ideally with experience in 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.

North London Scout District is the leading inner-city Scout District in the country, covering the London Boroughs of Camden, Haringey, Islington and the City of London and providing outdoor experiences and skills for life for young people from a very diverse city population. The Scout District is a registered charity with over 2,000 members in active Scout Groups across the boroughs we cover. We have a lovely camp site and centre with 8 acres of woodland and open fields hidden away in the heart of Bounds Green, and a modern centre and sports hall on the Holloway Road as well as other property, considerable reserves in various investments, and four employees.

We are looking for a new Treasurer to join our Trustee Board and support our ambition. This is a challenging and rewarding role, helping to ensure the organisation continues to fulfil its role in developing young people, managing resources responsibly and remaining sustainable. 

The ideal candidate will have significant experience in strategic financial management and of working for or within a Board. Equally important is a desire to support young people, commitment to our Scouting values and a collaborative style, able to draw out the skill and potential within our team.

As an organisation we are committed to embodying our diverse and vibrant inner London environment, and we particularly welcome people who reflect our city and our members communities to join our Board to help strengthen our governance and our approach.

Being a member of the Board is a vital ‘backroom’ role, but there are plenty of opportunities to meet and celebrate the young people, and the adult volunteers, who benefit from the support the Board delivers.

Job description

As a Trustee you will:

a) Be an important part of the body that governs the charity and ensures it delivers its mission effectively.

b) Actively participate in meetings, offering guidance and support to ensure that North London Scout District delivers experiences for young people and supports adult volunteers in a safe environment.

c) Set North London Scout District’s budgets, plans and financial reports, ensuring they meet the organisation’s needs and the relevant regulatory requirements.

d) Help ensure North London Scout District is complying with UK Scout policy and processes and all relevant laws, as well as updating and reviewing its own policies and procedures. .

e) Act with care and skill in North London Scout District’s best interests.

f) Be or become a member of the Scouts.

As a Trustee you share, with all the Trustees, equal responsibility for the charity.

Person Specification

Prospective Trustees will:

a) Be committed the development of young people through Scouting.

b) Have experience of developing good relationships with people and organisations, stakeholders and supporters.

c) Be able to work in a team, recognising and respecting the difference between the Trustees’ role and that of staff or volunteers.

d) Be able to contribute to and ensure North London Scout District’s future plans and strategic development and/or financial stability.

All Trustees, as members of The Scouts, will be required to undertake an enhanced disclosure check with the UK Disclosure and Barring Service (a DBS check).

The prospective Treasurer will have:

a) A recognised accounting qualification.

b) Significant experience of financial management, budgeting and reporting, including the management of investments. 

c) An understanding of the financial, strategic and operational risks and their mitigation in a charity context.

d) Be familiar with charity accounting and statutory reporting requirements.

The Treasurer leads on all financial matters, working with the Finance Committee.  The Finance Committee is responsible for making budget recommendations and financial reports to the Board and for agreeing and overseeing financial and related policies. The Treasurer liaises closely with the bookkeeper, an employee, to provide quarterly financial reports, the annual budget and annual statutory accounts to the Board.  Input is also required during the annual audit process.

The Board

North London Scout District is governed by a Board of between 8 and 15 (currently 13) Trustees, who are elected at the Annual General Meeting (AGM) in June. Trustees normally serve for at least 4 years.

Trustees are not paid but travel expenses may be claimed for attending meetings.

The Board meets (via Zoom and in person) 5 - 6 times a year, usually early evening on a Wednesday. Regular dates are agreed a year in advance.

Individual Trustees also join or lead the Board’s Committees.  There is currently a Finance Committee (which meets 5 times a year, a week or so ahead of Board meetings. We also have occasional task groups for short-term items.

This is an exciting time in our growth as we look to grow our governance systems, build on our successes and ensure we are a radical, dynamic organisation rooted in our anti-racist and anti-oppressive values.  We are looking for a new Treasurer for our Trustee board, to join us and help lead and shape the future of the organisation.

Gingerbread is the charity for single parents. We challenge discrimination, and campaign against the inequalities single parents face. We are seeking a Treasurer to join our Board. This is an exciting opportunity to join a passionate and inclusive organisation making a real difference to single-parent families across England and Wales.

What will you be doing?

Our Board combines their skills and experience to provide stewardship to Gingerbread and its staff.

The role of Treasurer is to enable the board to maintain an overview of Gingerbread’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained.

Trustees generally meet for full Board meetings a minimum of five times a year. Each of these meetings is two hours long. Trustees would need to allow for preparation time ahead of these meetings. We estimate there would be 2 hours of work a month outside of Board meetings.

What are we looking for?

The Treasurer should have the following qualities: 

· A commitment to Gingerbread’s work and mission

· Financial qualifications and experience 

· Some experience of charity finance, fundraising and pension schemes 

· 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 and trustees for advice and enquiries on an ad hoc basis

Gingerbread wishes to actively encourage applicants from diverse backgrounds, including underrepresented communities and single parents. Previous Trustee experience is not essential. Full training and induction will be provided.

What difference will you make?

There are over 2 million single parents in England and Wales. Although the majority of them are working, they’re twice as likely to live in poverty as couple parents. And too many single parents experience loneliness, worry and the impact of negative stereotypes in the media and wider society.

As Treasurer, you will join us in leading the fight to create a society where all single parents and their children can thrive.

As you’d expect, we’re a family-friendly charity. We offer a supportive team culture and good work-life balance, while delivering impressive results.

Asylum Welcome is an extraordinary local charity supporting asylum seekers, refugees and vulnerable migrants who seek refuge in and around Oxford.

With a strong reputation both locally and nationally, our team of approximately 30 staff and 200 volunteers offer a range of services from food and clothes to advice, visits, legal support, education and assistance. Asylum Welcome aims to transform the lives of those it serves.

We are looking for a new Treasurer to join our Trustee Board and support our ambition. This is a challenging and rewarding role, helping to ensure the organisation continues to fulfil its mission, and remains sustainable.

The ideal candidate will have significant experience in strategic financial management and of working for or within a Board. Equally important is a belief in our mission, commitment to our values and a collaborative style, able to draw out the skill and potential within our team.

As an organisation we are committed to reflecting our diverse and vibrant Oxford community, and we particularly welcome people with lived experience of being a refugee or migrant to join our Board to help strengthen our governance and our  approach. Lived experience in this context means that you have come to this country as a refugee or asylum seeker or have lived with or grown up alongside people who did.

Job description

As a Trustee you will:
a) Be an important part of the body that governs the charity and ensures it delivers its mission effectively.
b) Actively participate in meetings, offering guidance and support to ensure that Asylum Welcome delivers the vital work it was set up to do, in the best possible way for clients.
c) Scrutinise Asylum Welcome’s budgets, plans and financial reports, ensuring they meet the organisation’s needs and the relevant regulatory requirements.
d) Ensure Asylum Welcome is complying with its governing documents and relevant laws, as well as updating and reviewing its own policies and procedures.
e) Bring a particular skill, experience or insight that helps develop Asylum Welcome as an organisation.
f) Act with care and skill in Asylum Welcome’s best interests.

As a Trustee you share, with all the Trustees, equal responsibility for the charity. 

Person Specification

Prospective Trustees will:
a) Be committed to the rights and welfare of refugees, asylum seekers and vulnerable migrants and to Asylum Welcome’s vision, mission and values and determined to use your skills and experience to make a difference for others.
b) Have experience of developing good relationships with people and organisations, stakeholders and supporters.
c) Be able to work in a team, recognising and respecting the difference between the Trustees’ role and that of staff or volunteers.
d) Be able to contribute to and ensure Asylum Welcome’s future plans and strategic development and/or financial stability.

The prospective Treasurer will have:
a) A recognised accounting qualification.
b) Significant experience of financial management, budgeting and reporting.
c) An understanding of the financial, strategic and operational risks and their mitigation in a charity context.
d) Be familiar with charity accounting and statutory reporting requirements.

As Chair of the Finance Committee, the Treasurer leads on all financial matters. The Finance Committee is responsible for making budget recommendations and financial reports for the Board and for agreeing and overseeing financial and related policies. They liaise closely with the Finance Manager to provide quarterly financial reports, the annual budget and annual
statutory accounts to the Board. Input is also required during the annual audit process. 

The Board

Asylum Welcome is governed by a Board of between 5 and 13 (currently 11) Trustees, who are elected at the Annual  General Meeting (AGM) in September. Trustees normally serve for at least 3 years. Additional Trustees may be co-opted between AGMs.

Trustees are not paid but travel expenses may be claimed for attending meetings.

The Board meets (via Zoom and in person) 5 - 6 times a year, usually early evening on a Thursday. Regular dates are agreed a year in advance.

Individual Trustees also join or lead the Board’s Committees. There are currently a Finance Committee (which meets 5 times a year, a week or so ahead of Board meetings) and a People and Governance Committee. We also have occasional task groups for short-term items.

The Prison Reform Trust is lookging for a new Treasurer, to maintain an overview of the Prison Reform Trust’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

The Treasurer’s responsibilities are as follows:

1. Chairing the quarterly finance and fundraising subcommittee meetings, which includes regular reviews of; a. Financial statements (cash flow, management accounts — forecasts and budgets) b. Investments c. Financial management policies d. Risk register e. Fundraising progress f. IT function and security

2. Acting as signatory on bank accounts and on fundraising applications as needed (e.g. for National Lottery funding).

3. Liaising with external auditor through a meeting at audit time and as needed.

4. Overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.

5. Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place and support the development of policies covering financial reserves, and cost management.

6. Ensure accounts are as required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.

7. Monitoring and advising on the financial viability of the charity and ensuring investments and assets are maximised.

8. Perform additional duties and checks as tasked by the full board and/or report back to the full board on financial governance issues.

9. Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.

10. Keeping the board informed about its financial duties and responsibilities and liaising with the Chief Executive to develop the financial understanding of the Board of Trustees. In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees.

We are a successful and professionally run charitable preschool at the heart of Walthamstow with a strong ethos and excellent reputation. We’re here to make sure everyone has access to high quality and affordable early years education and childcare.

The treasurer's role is to oversee the financial health of the organisation and ensure that it's managed in a way that protects its financial integrity. This is one of several trustee positions that we are currently advertising for.

What we are looking for:
• A finance professional. A knowledge of charity finance is an advantage.
• A strategic thinker with the ability to balance risk and opportunity.
• A clear communicator with the ability to bring financial information alive to non-finance specialists.
• An individual willing to play an active role in areas such as forecasting and setting budget

Duties include:

• Working with the Manager and bookkeeper on the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.
• Ensuring, at a board level, that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.
• Monitoring and advising on the financial viability of the charity.
• Overseeing financial controls and adherence to systems, regularly liaising with the Manager and bookkeeper
• Being knowledgeable of the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process
• Ensuring investments and assets are maximised.
• Working with the Manager and chair to oversee the development and implementation of systems for appraising, mitigating and reporting financial risk.
• Supporting the Manager/ Independent Examiner to ensure that the accounts are prepared and disclosed in the form required by relevant statutory bodies e.g. the Charity Commission
• Keeping the board informed about its financial duties and responsibilities and liaising with the Manager and chair to develop the financial understanding of the Board of Trustees.

Trustees - We are also looking for trustees to join as board members

To apply

Please send the completed application form outlining why you’re interested in our organisation and what you would bring to the Board along with a CV to our Manager, Lilijana Markaj

Deadline: Tuesday 29th April 2025

Ofsted Registration: 153685

Registered Charity No: 1123684

Company Number: 6420566

Safer and Supportive Salisbury (SaSS) is a small local charity with a big heart and a wide reach, leading a network of local people and organisations working together towards creating a safe, supportive and inclusive community for everyone who lives or works in the city and for all visitors to Salisbury and surrounding areas. SaSS works in partnership with local community groups and colleagues in local government and health.

SaSS achieved charity registration in October 2023 and their three year National Lottery Community Fund grant was approved in March 2024, opening new doors for the charity.

SaSS is seeking a Treasurer to  oversee the financial affairs of the charity and ensure they are legal, constitutional and within accepted accounting practice. Working with SaSS is rewarding and satisfying and provides good links to all parts of the local community. You will interact with local community groups and learn about projects taking place to support people in all walks of life, who need help because of age, ill-health, disability, financial hardship or other social or economic disadvantage.

The ideal candidate will have:

• Knowledge and experience of current and fundraising finance practice relevant to charities registered in England and Wales
• Knowledge of bookkeeping and financial management to provide oversight of current bookkeeper
• Good financial analysis skills
• Ability to communicate clearly

We are looking for a Treasurer with experience of working with not for profits in setting strategic financial direction and it would be desirable to have experience in complying with the Charity Commission for England and Wales or similar bodies’ regulations. 

You would be joining our board at an exciting time, as we implement our new strategy, build on our campaigns, broaden our advocacy to mobilise greater support and achieve change. In line with this, we have built our model on realistic income forecasts, we plan to maintain the net unrestricted funds available, we are building restricted funding streams to fund our thematic priorities, we continue to align income and expenditure and we carefully manage the commitment of our remaining surplus reserves. 

Responsibilities of the Treasurer 

In addition to the general duties of a trustee (see below), the responsibilities of the Treasurer are to maintain an overview of the organisation's affairs, ensuring its financial viability and that the organisation has policies and systems in place to ensure robust financial planning, implementation and reporting. For example, by taking a lead role on behalf of the board in: 

• Reviewing budgets, accounts and financial statements, and recommending them to the Board for approval 

• Being assured that the financial resources of the organisation meet its present and future needs 

• Ensuring that the charity has an appropriate reserves policy 

• Ensuring that appropriate accounting procedures and controls are in place

• Ensuring that the charity has an appropriate investment policy 

• Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies 

• Ensuring that the accounts are scrutinised through external audits and internal reviews and that any recommendations are implemented 

• Keeping the Board informed about its financial duties and responsibilities 

• Chairing the Resource Mobilisation and Communications Committee (formerly the Finance and Human Resources Committee), leading online meetings three times a year

• Ensuring that organisation has processes in place to meet any compliance requirements 

• Ensuring the organisation has a risk management process in place 

• Reviewing and signing financial transactions and other documentation requiring board approval 

Family values mutual accountability and has a Responsibility Framework which outlines responsibilities and rights for board trustees, members and staff. The Treasurer has a key role in ensuring that mutual accountability is upheld in areas of finance by identifying and highlighting potential conflicts of interest.

General duties of a trustee of a Trustee of Family For Every Child 

• To ensure that Family for Every Child complies with its governing documents, UK charity law, UK company law and any other relevant legislation or regulations of a UK registered charity 

• To ensure that the organisation pursues its objects as defined in its Articles of Association, and that it uses its resources exclusively in pursuance of its objects 

• To ensure that the organisation operates within the parameters laid down by the members in the Governance Manual 

• To contribute actively to the Board of Trustees in giving firm strategic direction to the organisation, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets. In doing so, to ensure that the Board has taken account of input from the membership 

• To safeguard the good name and values of the organisation 

• To ensure the effective and efficient administration of the organisation 

• To ensure the financial stability of the organisation 

• To monitor the performance of the Chief Executive Officer 

• To represent the organisation externally 

• To represent the board on relevant subsidiary entities

More information is available upon request / application.

Would you like to be a part of the elimination of viral hepatitis?

Operating since 2001, The Hepatitis C Trust (HCT) is the only national UK hepatitis C charity. It is a peer-led and peer run organisation; most of its board, staff and volunteers have been affected by hepatitis C. Alongside the delivery of a national peer support programme we lobby and educate policy makers and raise awareness to ensure hepatitis C stays on their agenda and we reach elimination. 

We are routed in lived experience…Our Peer delivery model is at the core of everything we do.

Our mission is to see the elimination of hepatitis C as a serious public health issue by 2030. 

As a Trustee at The Hepatitis C Trust with a focus on the Treasurer role, you will play a vital part in ensuring the financial stability and integrity of The Hepatitis C Trust.

The role of the treasurer 

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

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

·Ensure compliance with charity finance regulations and best practices.

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

Are you a spreadsheet whizz? Do you have a good understanding of financial procedures and accounting practices? If so, please apply to be our next trustee. It’s an exciting time to join us. We registered as a charity in 2023 and are now really focussing on building our fundraising profile and developing our next 3-year strategy.

Overall:

Be committed to the organisation and its work, to act with integrity and selflessness, and to be open, honest and accountable at all times. To understand and accept the legal duties, responsibilities and liabilities of trusteeship. Be willing to devote the necessary time and efforts to duties as a trustee and as a member of the organisation.

Duties & Tasks:

• To ensure that the organisation complies with and functions within the legal and financial requirements of its constitution, Memorandum and Articles of Association, and any other relevant legislation and regulations.
• To ensure that the organisation pursues objects as defined by its constitution and within aims, policies and procedures agreed by the Board of Trustees.
• With the other trustees to formulate and review the strategic aims and direction of the organisation.
• To promote the organisation and act always in its best interests. To safeguard the good name and values of the organisation and always strive to achieve best practice and the highest standards.

Formulating strategic aims

• Consider the organisation as a whole and its members, in the context of both national and local policies, priorities and political influences.
• Reflect the organisation’s vision and principles, strategy and policies at all times and particularly when developing the strategic and annual plan.
• Contribute specific strategic skills, interests and/or contacts
• Contribute to plans to positively promote the organisation to individuals, organisations and a wider audience e.g. potential members. 
• Support the organisation in all its activities in conjunction with the Chief Executive.

Ensuring policies and practices are in keeping with aims and objectives.

• Ensure that the organisation applies its resources in furtherance of its objects and manages its funds properly.
• Follow the organisations policies and procedures at all times, particularly when exercising the functions of the Board of Trustees.
• Contribute actively to and regularly attend meetings of the Board.

Ensuring best practice and highest standards.

• Be an active member of the Board of Trustees in exercising its responsibilities and functions.
• Support and maintain good relations with all staff; members, volunteers and other Board of Trustees.
• Take part in training sessions provided for the benefit of the Board Trustees.
• Fulfil such other duties and assignments as may be required from time to time by the Board of Trustees.
• Use your best judgment, knowledge, skills and experience to help the organisation and Board of Trustees to make sound decisions and be effective.
• To maintain a strategic view of the organisation and role as a trustee to support the Chief Executive in delivering the business plan and strategy.
• Should the trustee also take on an additional volunteer role for the organisation, to be clear on how the two roles are separate.
• To direct enquiries regarding advice, support or advocacy required into the staff team who can ensure that the person is directed to or referred into the appropriate service. 
• To not raise complaints on behalf of the Coalition without the express agreement of both the Co-Chair’s and the Chief Executive. 

In addition to the trustee requirements, the treasurer usually takes the lead at board level on:

• making sure the charity keeps proper accounts
• reviewing the charity’s financial performance
• drawing up or reviewing policies for finance and investment
• ensuring that the charity has robust and effective financial controls in place
• liaising with finance staff and with the charity’s independent examiner or auditor
• reporting on financial matters to the members

About the Treasurer Trustee Role

Role Overview

The Treasurer plays a critical role in ensuring the financial health, stability, and accountability of Rebuilding Lives UK. They oversee financial strategy, ensure compliance with financial regulations, and provide guidance on long-term financial sustainability. The Treasurer ensures that financial risks are identified and managed appropriately while making financial information accessible to the board. Trustees are expected to be actively involved in the charity’s work, providing hands-on support where appropriate.

Key Responsibilities

• Ensure financial policies and procedures are followed and regularly reviewed.
• Oversee budgets, financial reporting, and compliance with legal requirements.
• Support financial decision-making and long-term financial planning.
• Work closely with auditors and external financial advisors.
• Monitor financial health, ensuring reserves are maintained and risks mitigated.
• Present financial reports to the board in an accessible, non-technical manner.
• Assist in fundraising strategy development and grant applications where necessary.
• Be actively involved in the charity’s operations where possible, offering financial guidance beyond governance.
• Trustees share collective responsibility for the charity’s governance, ensuring the charity’s mission is achieved and its operations are effective. Trustees support the CEO by contributing to strategic planning, offering expertise, and working together to provide the necessary oversight and direction for the charity’s growth and success.

Who We Are Looking For

Essential Skills & Experience:

• Experience in finance, accounting, or financial management.
• Strong analytical skills and attention to detail.
• Knowledge of charity financial regulations.
• Ability to communicate financial information clearly to non-finance specialists.

What You’ll Gain from This Role

Becoming a trustee with Rebuilding Lives UK is more than just a governance role—it’s an opportunity to be part of a team dedicated to creating real, lasting change. As a trustee, you will:

• Play a vital role in supporting survivors and helping them rebuild their lives.
• Be part of a passionate and driven team working towards a shared mission.
• Gain valuable leadership, governance, and strategic experience.
• Develop transferable skills in decision-making, safeguarding, and advocacy.
• Expand your professional network and engage with like-minded individuals.
• Have access to training and development opportunities to strengthen your expertise.

Mandatory Training Requirement

The Treasurer must complete trustee governance and safeguarding training within the first three months of appointment. Additional training will follow as needed.

Terms of Appointment

Trustees serve an initial one-year term, with the option for renewal up to a maximum of three years.

Voluntary Role

All voluntary roles are subject to satisfactory references and an enhanced DBS check.

This is an unpaid remote position (UK Based); however, reasonable expenses will be reimbursed. 

Time Commitment:

• 8 hours per month, including:
  • Monthly board meetings (held via Zoom).
  • Active involvement in governance and decision-making processes.
  • Annual half-day strategy session to contribute to the charity’s direction.
  • Engagement in charity activities beyond board meetings, as appropriate.

Friends of the Dales is a membership-based registered charity founded in 1981 which works to protect and enhance the Yorkshire Dales and encourage everyone from all backgrounds to value and enjoy this special area.

We are a campaigning organisation and work on a wide range of environmental and social issues that affect the biodiversity and landscape of the Dales, and the well-being of local communities.

The organisation employs 3 part-time staff, with offices in Gargrave.

The Treasurer is a volunteer Trustee / Director of the organisation elected for 3 years, with an option to stand for re-election for a further three years. The role will become vacant in 2025 when the term of office of the current incumbent expires.

Responsibilities The Treasurer is a key member of the organisation, working closely with the Chair and the Executive Director. The role is responsible for ensuring that the Board carries out its financial and governance obligations and that the Charity complies with the requirements of Company and Charity law. Specific responsibilities include:

1 Financial management • Advising the Board on financial issues and on all aspects of expenditure and income generation • Production of periodic financial reports (income and expenditure statements) for Trustees (financial records are maintained by office staff) • Cash flow management and reporting • Oversight of the production of the Annual Report and Accounts (statutory accounts are prepared by external auditors) • Management and optimisation of deposit accounts in line with the organisation’s ethical standards • Reviewing and making recommendations on financial controls

2 Corporate Governance • Advising the Board on good corporate governance and compliance with Charity Commission requirements (supported by the Executive Director) • Chair of the Finance & Governance (F&G) Committee • Maintenance of the organisation’s Risk Register • Working with the Chair, advising on Board composition and Trustee development • Working closely with the Chair and Executive Director on the development of corporate strategy 1Friends of the Dales is the trading name of The Yorkshire Dales Society, a Company Limited by Guarantee, Registered No 1822908, and a Registered Charity No 515384. The Charity is registered with the Fundraising Regulator

3 Internal management • Line management of the Executive Director • Oversight of HR issues (supported by pro bono professional advice from a third party). Note: payroll and tax are administered by a third party • Advising the Board on insurance issues

Scope of the role:

The turnover of the organisation in 2023/24 was £74k although this can vary significantly from year to year depending on legacy income. Membership accounts for c 50% of income. There is currently a planned annual operating deficit of c£55k funded from reserves which, at the end of 2023/24 were £332k, of which £310k were unrestricted.

A review of the organisation’s Business Model is currently being undertaken; the Treasurer will be expected to contribute to this. Both the Board and the F&G Committee meet quarterly.

Meetings normally take place in Gargrave on weekdays during normal working hours although these timings may be reviewed in the future. Further ad hoc meetings with staff and Trustees take place on an as needed basis. Regular use is made of video calls.

Skills and Experience:

The Board is keen to broaden the diversity of Trustees; whilst welcoming expressions of interest from people of any background, applications from minority ethnic groups and from younger people are especially encouraged. The role could provide a development opportunity for an individual looking to acquire / develop experience of the charitable sector.

The role requires some level of numeracy and basic spreadsheeting skills. A formal accountancy background is not required. A knowledge and awareness of company reporting and Charity Commission requirements would be helpful.

The role would suit someone with some experience of general management in a not for profit environment or a commercial organisation.

An interest in landscape and biodiversity management in protected areas would be advantageous.

Note: Consideration may be given to splitting the role between the financial and the corporate governance / internal management components should this better suit the skills of individual applicants.

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.