Trustee Treasurer Volunteer Roles
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The Honorary Treasurer is a director of Healthwatch Bucks with specific responsibilities to:
1. Lead the Board in fulfilling its responsibility to protect the financial integrity of Healthwatch Bucks.
2. Provide support and guidance on financial matters to the Chief Executive and their Team.
3. Represent Healthwatch Bucks with key stakeholders as required.
Financial Integrity
The Honorary Treasurer leads the Board in protecting the financial integrity of Healthwatch Bucks by:
● Chairing the Finance Committee and, on its behalf, making recommendations to the Board.
● Keeping the Board informed about its financial duties and responsibilities, ensuring understanding of financial planning and budgeting and current and forecast finances.
● Monitoring and reporting the organisation’s financial health regularly to the Board in line with best practice, complying with its Articles of Association, financial legislation, statutory requirements, contractual obligations and necessary insurance cover.
● Ensuring that the organisation has and complies with up-to-date financial policies and processes including Risk Management, Reserves, Business Continuity and Financial Management & Internal Controls.
● Monitoring cash flow to ensure financial sustainability.
● Ensuring that financial transactions and reporting meet the conditions of contractual and other agreements with commissioners, funders, partners and sub-contractors.
● Acting as signatory or co-signatory in accordance with the scheme of delegation in the Financial Management and Internal Control processes.
● Presenting the financial accounts at the Annual General Meeting and overseeing the preparation of the accounts for statutory submission.
Support & Guidance
The Honorary Treasurer shares the duty of all Board Members to ensure effective policy making, strategic planning and monitoring of the performance of Healthwatch Bucks. Additionally, the Treasurer has specific responsibilities supporting the Chief Executive to ensure that:
● Financial planning processes are maintained and that available financial resources are appropriate to the aims of the organisation.
● Healthwatch Bucks has an effective strategy for generating and accounting for commissioned and donated income to achieve its objectives and manage its expenditure.
● The Board receives all necessary advice on the financial implications of strategic plans and projects.
● The Board is presented with budget statements, management accounts and financial information at all key points in the planning and budget cycle and that issues are outlined in a coherent and easily understandable way.
The Financial Management and Control Policy is kept up-to-date and implemented throughout the organisation.
● Proper procedures are followed for preparing, presenting and filing the annual financial statements.
● The recommendations of external financial advisors are reported to the Board and acted upon.
● Equipment and assets are appropriately recorded, depreciated, maintained and insured.
Representation
The Honorary Treasurer will, as appropriate:
1. Liaise with staff and contractors responsible for the financial activities of the organisation.
2. Represent Healthwatch Bucks with commissioners and sub - contractors, partners, Healthwatch England, bankers and members.
3. Act as a spokesperson or signatory for the organisation.
4. Liaise with the independent examiner on the annual management letter and related Board representation.
The client requests no contact from agencies or media sales.
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Our partner supports individuals and research institutions in the Global South to produce, share and use research and knowledge to transform lives, and provide support to researchers globally through their online community platform.
They are seeking a new Treasurer to join their existing board in leading the organisation through their next exciting period of change. While they are seeking someone with knowledge of UK charity finance and legal requirements, they are particularly interested to hear from candidates from the Global South, wherever their current location.
The Treasurer will monitor the financial administration of the charity and report to the board of trustees at regular intervals on its state of financial health, in line with best practice, and in compliance with legal requirements.
The Treasurer role will require approximately 10-12 days per annum, including three Board meetings, two of which are usually virtual, and occasional virtual meetings with the Executive Director, Finance Manager, and Auditor. In addition, the Treasurer will chair the Finance and Audit sub-committee.
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For more Trustee and Treasurer roles please visit the AfID website.
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Our partner believes that stable, flourishing communities are based on thriving couple and family relations, and dedicates itself to the worldwide dissemination of knowledge about such relationships and to activities promoting their well-being.
They are seeking a Treasurer to take on a hands-on role in the monitoring and administration of the organisation's finances.
The role will include monitoring their online bank accounts, maintaining their income and expenditure spreadsheet, submitting an income and expenditure report to Trustees ahead of meetings, and assisting the Trustees with the preparation of an annual budget and the financial report to the Charity Commission.
The ideal candidate will be a competent Excel user with experience of preparing accounts. The time commitment required for the role is approximately 1 hour per week, with the Trustees meeting 3 times a year.
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For more Trustee and Treasurer roles please visit the AfID website.
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The Pirate Castle is looking for a Treasurer. We are an iconic Camden-based community boating charity, established for 55 years. Our well-known castle building sits on the banks of the Regent's Canal. We rent out our community space and offer a range of watersports. Kayaking and canal boating are core to our work and we strive to tackle disadvantage and support our community by offering subsidised sport and recreation.
The ideal candidate will have a strong background in fiancial analysis or accounting, ideally with a professional accountancy qualification.The role involves working with our employed General Manager and contracted Bookkeeper to monitor and oversee the charity's financies and to report to trustees. It also involves overseeing the preparation of the annual accounts, working with our retained accountancy firm.
The charity is in a sound financial position. As the Treasurer youwill also be involved in the charity's strategic manageent and governance. We are a friendly board and staff team, looking for a Treasurer with good communication skills. You can expect about four hours' work per month.
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Our partner is a young charity that brings amazing people together to make stories to change the world. They exists to shift public narratives and galvanise positive action on catastrophic species loss and the climate crisis.
As a newly established charity they are currently working on an ambitious period of expansion and are looking for a Treasurer with the time, relevant experience, drive and enthusiasm to help guide this process through their skills and knowledge as a finance professional.
The Treasurer will oversee the financial affairs of the organisation, ensuring that proper records are kept and that effective financial procedures are in place. They will monitor and report on the financial health of the organisation to the Board and oversee the production of necessary financial reports and accounts.
The Board of Trustees usually meets 4 times per year either virtually via video conferencing or face-to-face, with optional sub-committee meetings across the year. The role will require a time commitment of approximately 1 day per month, both attending board meetings and working with the staff team to improve and ensure the smooth operation of financial systems.
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For more Trustee and Treasurer roles please visit the AfID website.
Camberwell After School Project is looking for a proactive and enthusiastic Treasurer to support this award winning children's charity which has provided a nurturing and positive childcare experience to many children for almost 40 years.
The Tresurer will oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice.
The post holder will also be responsible for monitoring and reporting on the financial health of the organisation to the Board of Trustees.
Key Responsibilities:
- Liaise with relevant employees, committee members and/or volunteers to ensure the financial viability of the organisation.
- Ensure fellow Trustees are 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).
- Oversee the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
- Ensure proper records are kept and that effective financial procedures and controls are in place, ie:
- Cheque signatories
- Purchasing limits
- Purchasing systems
- Salary payments
- Pensions
- PAYE and NI payments
- Others as appropriate
- Appraising the financial viability of plans, proposals and feasibility studies.
- Lead on appointing and liaising with auditors/an independent examiner.
- Oversee the finance records on Xero ensuring posting and bookkeeping is kept up-to-date.
- Regularly carry out reconciliations/ oversee regular reconciliations by the Finance Officer.
- Authorise payments to creditors as appropriate and arrange appropriate signatures on payments.
Skills, experience and qualities we are seeking are:
- Dedicated towards the organisation's mission, aims and objectives.
- Willing to share ideas, expertise, knowledge and skills.
- Forward thinking and visionary.
- Knowledge and experience of current and fundraising finance practice relevant to voluntary and community organisations.
- Knowledge and understanding of charity law
- Knowledge of bookkeeping and financial management (as necessary).
- Good financial analysis skills.
- Ability to communicate clearly and effectively
- Good people skills
- Willing to take on the challenges of collective working towards a sustainable organisation.
The client requests no contact from agencies or media sales.
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Our partner challenges poverty and inequality caused by unjust debt, bringing people on the frontline of economic injustice together to lead campaigns and win systemic change to tackle the household debt crisis.
They are seeking a new Treasurer to support their Board of Trustees in meeting their financial obligations. Specific responsibilities include overseeing, approving and presenting budgets, accounts and financial statements and advising on the financial implications of the organisation’s strategic plans.
Experience of being a Treasurer previously is not essential. They are looking for someone who has skills in financial management with a commitment to the vision, mission and values of the organisation.
Board members are expected to attend three board meetings a year in February, June and October. The Treasurer also chairs the Finance and Resources Committee which meets four times a year.
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For more Trustee and Treasurer roles please visit the AfID website.
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The overall role of the chair is help organise and run trustee meetings. They are responsible for ensuring that the organisation is following correct governance and meeting its charitable duties.
Chair of Bath Sound
In addition to the general responsibilities of a trustee, duties of the Chair include the following.
· Providing leadership to the organisation and the board by ensuring that everyone remains focused on the delivery of the organisation’s charitable purposes in order to provide greater public benefit
· Chairing and facilitating board meetings
· Giving direction to board policy-making
· Checking that decisions taken at meetings are implemented
· Representing the organisation at functions and meetings, and acting as a spokesperson as appropriate
· Bringing impartiality and objectivity to decision-making
· Planning the annual cycle of board meetings and other general meetings where required, for example annual general meeting
· Setting agendas for board and other general meetings
· Developing the board of trustees including induction, training, appraisal and succession planning
· Addressing conflict within the board and within the organisation, and liaising with the chief executive (if staff are employed) to achieve this
Where staff are employed:
· Liaising with the chief executive to keep an overview of the organisation’s affairs and to provide support as appropriate
· Leading the process of supporting and appraising the performance of the chief executive
· Sitting on appointment and disciplinary panels
· The vice-chair acts for the chair when the chair is not available and undertakes assignments at the request of the chair
Person specification
In addition to the person specification for a trustee, the treasurer should have the following qualities.
· Leadership skills
· Experience of committee work
· Tact and diplomacy
· Good communication and interpersonal skills
· Impartiality, fairness and the ability to respect confidences.
In most circumstances, it would also be desirable for the chair/vice-chair to have knowledge of the type of work undertaken by the organisation and a wider involvement with the voluntary sector and other networks.
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Citizens Advice Exeter and Citizens Advice Torbay are separate and independent charities, with separate Boards of Trustees. For efficiency reasons we share senior staff and have many shared administration functions. We are both looking for new Trustees.
The advice and assistance we give to people helps them to resolve their problems, providing life-changing outcomes. We also work hard both locally and nationally to use the knowledge we get from our clients to influence policy makers and legislation.
Do you want to join an organisation that:
¨ Wants to help the community and change things for the better?
¨ Wants to make sure everyone gets the advice and support they need?
¨ Is committed to valuing diversity and promoting equality?
If so:
¨ Do you have the appropriate skills, and the time?
¨ Do you want to get involved in running influential and important local charities?
Both Charities are currently looking to recruit at least two Trustees
Citizens Advice Exeter is also looking to recruit:
- A Vice-Chair Resources to, initially, chair the Resources Committee with a view to becoming the Chair in the next 12 months on the retirement of our current Chair, who has been in post for 20 years.
Citizens Advice Torbay is also looking to recruit:
· A new Treasurer to replace the existing incumbent, who leaves at the end of May 2024, who has been in post for 3 years.
People from all backgrounds are welcome to apply. We actively encourage applicants from minority groups.
Both charities would prefer applicants to be resident close to the EX postcode (for Exeter) and TQ postcode (for Torbay), or to have a good awareness of the local social issues.
You must be able to attend at least eight evening meetings a year (CA Exeter), or at least six meetings a year (CA Torbay). You will need to undertake appropriate training, to keep yourself briefed on current issues, and to think strategically to help drive the Charities to achieve their long-term objectives.
In return, you will benefit by
· Joining a family of paid staff, volunteers and fellow trustees who all work together to provide an excellent quality of service to our clients
· The pleasure of using your skills and experience to help others
· developing new skills and learning from your fellow trustees
· gaining the satisfaction of giving back to your community.
The client requests no contact from agencies or media sales.
Job Description:
The Photographic Collections Network (PCN) is seeking an interim Treasurer with expertise in accountancy and/or charity finance and reporting to join our board of Trustees.
We are on the journey to becoming a Charitable Incorporated Organisation (CIO), and this will bring great opportunities for us to expand our reach and provide support for the UKs photographic collections and heritage. We are looking for people to help us to build this potential so we can better deliver on our aims. Are you the person that can help lead this change?
You will oversee the financial matters of the Photographic Collections Network in line with good practice and in accordance with the governing document and legal requirements, and report to the Board of Trustees at regular intervals about the financial health of the organisation. The interim Treasurer will ensure that effective financial measures, controls and procedures are put in place, and are appropriate for the charity.
PCN welcomes applications from people of all backgrounds and would love to hear from applicants who belong to groups underrepresented in the charitable sector.
Job requirements:
Our ideal candidate for the interim Treasurer would have accountancy qualification or an equivalent level of experience and expertise in accountancy and charity finance and reporting. A person working in Finance, Governance, Legal, with Charity experience either through an executive or previous Trustee role would be suitable. The candidate Ideally would have professional experience with organisational Governance and Financial management. A background in the photography or understanding of collections sector is not necessary but an enthusiasm and interest in the charitable sector is. If you have any of the skills listed above, we would love to hear from you.
Job responsibilities:
You will oversee the financial matters of the Photographic Collections Network in line with good practice and in accordance with the governing document and legal requirements, and report to the Board of Trustees at regular intervals about the financial health of the organisation.
The interim Treasurer will work with the Board to ensure that effective financial measures, controls and procedures are put in place, as we progress in our journey to become a Charitable Incorporated Organisation.
Please follow the link to download the Job Description
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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
- Jointly 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).
- Jointly 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 jointly 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 jointly 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 jointly 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
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
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Are you seeking to use your organisational and administrative skills to help provide a better future for disadvantaged children? We’re looking for a new secretary to assist with the running of our small but highly effective charity which provides impoverished children from North East Ghana with the uniform and equipment needed for primary school.
Please provide a copy of your CV and covering letter, explaining why you are a good fit for the role.
Interviews will be held over zoom. Shortlisted candidates will be sent an invitation via email to attend an informal interview with our Chair and several other members of our Executive Committee. Please let us know of any dates you are unable to attend an interview in your covering letter.
Are you passionate about providing a world where every child can learn grow and flourish? Are you looking for an opportunity to help you grow your leadership skills?
What will you be doing?
Our current Treasurer will complete their service as a trustee in March 2025. We are looking to appoint a new Trustee with demonstrable experience of strategic financial leadership, and ideally a professional background in accountancy, who can help to fulfil this role.
The Finance Lead will chair our Finance Committee and oversee our financial strategy, including the audit process and the production of our Annual Report and Accounts.
What are we looking for?
Essential
- Commitment to the mission and ethos of the Winch
- It is important that ALL our Trustees share the charity’s values, including our commitment to Justice, Equity, Diversity and Inclusion (EDI)
- Demonstrable ability to operate strategically
- Ability to work well in a team and through consensus
- Great communications and leadership skills
- Understanding of the responsibilities of a trustee
- A strong interest in and commitment to the wellbeing of children and young people
- Able to commit the time needed to fulfil the duties of a trustee
- Networks which they are willing to access to advance the mission of the Winch
Desirable
- Previous experience of working to or with a governance Board
Further information
This is a voluntary role. The time commitment includes the following on average:
- Prepare for and attend at least four full Board meetings a year
- Prepare for and attend an annual away day or two half-days
- Prepare for and attend occasional meetings or contribute to time-limited trustee working groups
- Be available for advice and support to the executive team on specific issues in which a trustee has particular expertise
As well as the full Board, we have a Finance Committee and an HR & Governance Committee, which you would be welcome to join should you be successful in your application. Both committees meet four times a year.
Trustees are also encouraged to spend time engaging with the work of the Winch.
All trustees are required to complete an enhanced DBS check and a Fit and Proper Person check.
What difference will you make?
Your life experience, knowledge, and skills are invaluable to ensure that we can continue to fulfil our mission.
As a trustee, you'll play a crucial role within The Winch team by:
- Setting our direction and purpose
- Promoting and consistently acting in the best interests of our charity
- Facilitating connections with our communities
- Providing support to our dedicated staff who manage and run the charity
What we’re looking for
When recruiting trustees, we are looking for those who are:
- Able to represent and speak for the Winch
- Able to offer constructive challenges and think creatively
- Passionate and committed to our mission, vision and values
Before you apply
How to apply
Please apply through Reach in the first instance. Shortlisted candidates will be asked to complete our additional application form.
Please ensure that your application is submitted by 9 am on Monday, 27th May. If you encounter any difficulties or have questions regarding the submission process.
Time frame
Either: 11th June between 4-7pm or1 7th June between 4-7pm or 19th June between 4-7pm.
The client requests no contact from agencies or media sales.
Board Directors- Tax Justice UK
Tax Justice UK is a campaigning and advocacy organisation. It wants to ensure that everyone in the UK benefits from a fair and effective tax system. It wants to see higher taxes to support quality public services and ensure the redistribution of wealth.
Tax Justice UK is looking for people who are passionate about making change and who can offer the support it needs to be an effective campaigning and advocacy organisation. It has space for three people to join the board, one as its first Treasurer.
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GSTTKPA is going through an exciting period of change. Therefore, we are seeking to recruit a new Company Secretary to support our ambitious and innovative change programme, so we can continue to achieve the aims and objectives of the charity.
The role of Company Secretary is a key and important Trustee position on the Board. The Company Secretary will support the Chair and Vice Chair by ensuring the board functions smoothly. The Company Secretary will also have the opportunity to assist with activities and initiatives that are funded by GSTTKPA.
Trustees play a vital role in making sure that GSTTKPA achieves its core purpose. They also ensure that the charity has a clear strategy andthat our work and goals are in line with our vision. Just as importantly, all the Trustees have a collective responsibility. This means that trustees always actas a group and not as individuals.
As a Trustee, we also require the successful applicant to have a commitment to equality; celebrate diversity and be responsive to the needs of different groups and individuals within GSTTKPA and the wider community. In return, the successful applicant will join a warm and friendly team that works collaboratively to support each other as well as our kidney patients.
The client requests no contact from agencies or media sales.