Voluntary Treasurer Volunteer Roles
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ALAG (Asperger London Area Group) has been a registered charity since 2015. ALAG is a pan-London membership community organisation, working in partnership with statutory services and the voluntary sector to highlight the needs of autistic adults. We are dedicated to seeking practical initiatives and solutions when supporting individuals to come to terms with their diagnosis and to providing the tailored support that is essential to their wellbeing. One such initiative is the Autism Hub, a user-led Islington/Camden initiative for autistic adults which was established in 2018.
ALAG is looking to appoint a new Treasurer/Trustee, following the retirement of the current post holder in March 2024. This is a key position on the Trustee Board and the candidate will be joining the charity at a crucial stage in its development. The successful candidate will have a background in finance, strategy, governance and risk management. The Treasurer would be expected to develop a close relationship with the CEO/Lead Coordinator as well as with the Board. The Treasurer will oversee financial matters for the charity and provide constructive advice to the CEO/Lead Coordinator. They will also report to the Board of Trustees at regular intervals about the overall financial health of the organisation.
Please email your CV and Cover Letter
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Oxfordshire Youth
Oxfordshire Youth is a boundary-breaking youth development charity, passionate about creating a future for and with young people that gives them the best possible opportunity to realise their potential. Oxfordshire Youth supports the youth sector across the county, working with grassroots leaders; it delivers innovative youth leadership programmes; and it provides a transformational supported accommodation service for young people. In everything it does, OY aims to meet the needs and aspirations of young people. All the charity’s work is grounded in best practice safeguarding and youth work principles and practice.
Charity Trustees
The Charities Act 1993 defined charity trustees as those responsible under the charity’s governing document for controlling the administration and management of the charity. This is the case regardless of the terminology used to describe the role. The trustee board at Oxfordshire Youth usually comprises up to twelve trustees, although there is no formal limit on the number of trustees, including the following roles:
● the Chair of the Board of Trustees
● the Deputy Chair and CEO Line-Manager
● the Treasurer and Chair of the Finance, Audit and Risk Sub-Committee
● the Safeguarding Lead and Chair of the Safeguarding,Quality and Impact Sub-Committee the People and Development Lead and Staff Liaison Trustee
The Role of the Board
At its most fundamental the role of the trustee board is to receive assets from donors, safeguard them and apply them to the charitable purposes of Oxfordshire Youth. The trustee board must always act in the best interests of Oxfordshire Youth, 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. Trustees are ultimately and legally responsible for everything Oxfordshire Youth does. Trustees fulfil this responsibility by agreeing the strategy, agreeing organisational policies and implementing appropriate monitoring and control mechanisms to ensure and evidence compliance. Trustees appoint the CEO and, on recommendation by the CEO, appoint the Senior Leadership Team to manage all operational matters and the operational team in line with the approved strategy, policies and control mechanisms.
Duties of a Trustee
The statutory duties of a trustee are:
● Ensure that Oxfordshire Youth complies with its Articles of Association, charity law, and any other relevant legislation or regulations
● Ensure that Oxfordshire Youth pursues its objects as defined in its Articles of Association
● Ensure Oxfordshire Youth applies its resources exclusively in pursuance of its objects. For example, it must not spend money on activities which are not included in the objects, however worthwhile they may be
● Contribute actively to the board of trustees by giving firm strategic direction to Oxfordshire Youth, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets
● Safeguard the good name and values of Oxfordshire Youth
● Ensure the effective and efficient administration of the organization
● Ensure the financial stability of Oxfordshire Youth
● Protect and manage the property of the organisation and to ensure the proper investment of the organisation’s funds
● Appoint the Chief Executive Officer and monitor performance
In addition to the statutory duties listed above, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve leading discussions, identifying key issues, asking difficult questions and providing advice and guidance on new initiatives. Trustees must ensure that the charity has a clear vision, mission and strategic direction and is focused on achieving these.
Treasurer Role Purpose
To provide high level oversight of the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice.
Key Responsibilities
● Attend bi-monthly Trustee meetings; chair bi-monthly Finance. Audit and Risk (FAR) Sub-committee meetings and report to the Board on financial matters. The first point of contact on the Board for any matters relating to Finance.
● Work with the Head of Finance, CEO, Finance, Audit and Risk Committee members and other Trustees to ensure the financial viability of the organisation.
● Support fellow Trustees to be aware of their financial obligations and take a lead in interpreting financial data to them.
● To have oversight of accounting policies, procedures, processes and record keeping including advising on best practice.
● Appraising the financial viability of plans, proposals and feasibility studies.
● Sign off annually on the organisation budget and annual accounts.
● Lead on appointing auditors
● Work with Finance Lead, EO, Finance, Audit and Risk Committee members and trustees to set the financial strategy for the organisation.
Time Commitment
Trustees are expected to attend an induction session at Oxfordshire Youth prior to their first board meeting. Trustees are expected to attend the six annual board meetings, five of which last approximately three hours (typically 6-9pm). One meeting is an annual strategic planning board away-day or residential held each year. Papers, proposals and reports are distributed one week in advance of meetings. The Treasurer will also Chair the FAR sub-committee sub-committee which means 6 times a year for 2 hours.
Trustee Role Boundaries
Trustees in a decision-making capacity:
● As a board of trustees
● As a sub-committee
● Chair - delegated authority by the board to make decisions between board meetings with quorum of three, where necessary
● CEO Line Manager - delegated authority by the board to make decisions between board meetings where necessary
Trustee roles outside of the above decision-making capacity:
Advisory role (i.e. offering advice in an area of expertise). In this capacity the Trustee is acting as Trustee but, as noted above, does not have decision-making capacity in their own right.
Volunteer role (i.e. participating in an operational working group). Here the Trustee is subject to the decision-making of the operational team-member who is in a position of authority. As a volunteer the Trustee is at liberty to withdraw.
Observer role (i.e. attending an OY workshop for young people or observing OY work). In this capacity they are acting as a Trustee but have no role beyond observing or information gathering for the purposes of strengthening their own understanding and / or board-level decision-making.
Champion role (i.e. spreading the message about the work of OY). In this capacity they are acting as a Trustee, helping to build the profile of the work of OY, with no decision making, but with the view of creating a positive image and sign-posting people to OY.
Who we are looking for
As a Treasurer, you will have:
● Knowledge and experience of current and fundraising and finance practice relevant to voluntary and community organisations.
● Knowledge of bookkeeping and financial management (as necessary).
● Good financial analysis skills.
● Experience of advising others on financial matters, and being prepared to challenge
Each trustee should have:
● A commitment to the mission of Oxfordshire Youth
● A willingness to meet the minimum time requirement
● An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
● Strategic and forward-looking vision in relation to the charity’s objects and aims
● Independent judgement, political impartiality, an ability to think creatively and a willingness to speak their mind
● Good communication and interpersonal skills including a willingness to use tact and diplomacy to challenge and constructively criticise
● Integrity
Oxfordshire Youth (OY) recruits outstanding talent to ensure we provide outstanding programmes services to the young people of Oxfordshire and the organisations who serve them. We are committed to creating a team of people that make diversity and inclusion the normal. Oxfordshire Youth are actively seeking to recruit candidates from Global Ethnic Majority backgrounds, and from candidates who may consider themselves to have lived experiences in the areas in which they work.
Oxfordshire Youth offers Trustees robust training to support them to succeed in their role and to broaden their knowledge on the youth sector, and other relevant issues.
The client requests no contact from agencies or media sales.
We're looking for an Honorary Treasurer to join our valued Board of Trustees who will play a pivotal role in ensuring IPEM is well governed and complies with all financial legislation and good practice for charities. This is an exciting time to join IPEM, with an ambitious growth plan agreed for the next 5 years.
The Honorary Treasurer chairs the Institute’s Finance and Business Planning Committee (F&BP), four meetings/year, normally held on line and is also a Trustee and Director of IPEM, attending the Board of Trustees’ four meetings/year, normally 2 in York and 2 in London. The Hon. Treasurer is a member ex officio of the Board of IPEM Enterprises Ltd, IPEM’s wholly owned trading subsidiary, which meets three times per year, usually by teleconference. The Hon Treasurer is also Chair of the IPEM Remuneration Committee which meets once a year by tele-conference.
We anticipate a commitment of 12 - 15 days per year with the meetings during the working day (9 - 5pm).
You do not need to be a member of IPEM, though it is essential you have either senior voluntary sector finance experience or you are a qualified accountant.
The client requests no contact from agencies or media sales.
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TREASURER / TRUSTEE
Age UK Gloucestershire’s vision is to make our county the best place in the UK in which to grow older.
We are seeking a new Treasurer to join our board of trustees /directors and help us achieve our vision.
We are a small, independent Charity based in Gloucestershire with the aims to challenge negative stereotypes of ageing, create positive age-friendly communities, help older people retain a sense of purpose, and offer help and support to older people and their families.
Overview of the role:
The Treasurer supports the Board with maintaining an overview of the charity’s financial affairs, as well as fulfilling the role of a Trustee/Board Director. The Treasurer assists the Chair and the CEO in ensuring that the board of trustees fulfils its duties and responsibilities for the proper financial governance of the charity; by ensuing effective and appropriate financial measures, controls and procedures are in place, reporting to the Board at regular intervals about the financial health of the Charity.
In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees.
This is a voluntary position, but reasonable expenses will be reimbursed. Our trustees service for a 3-year term of office with the potential for re-appointment for a further term to a maximum of 6 years.
What we are looking for
We are looking for people willing to bring energy, enthusiasm, and commitment to the role, and who will broaden the diversity of thinking on our board.
· A finance professional. A knowledge of charity finance is an advantage. Otherwise, an enthusiasm to learn, drawing from sound commercial experience and an understanding of SMEs.
· A strategical thinker with an ability to balance risk and opportunity.
· Clear communicator with the ability to bring the financial information alive to non-finance specialists.
· Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors.
· Commitment to striving for better for older people across Gloucestershire.
You’ll need to be able to commit to attending six board meetings a year, as well as the potential for some further working group. In return we can offer training, a chance for someone who is maybe looking for their first board experience to get involved, and a supportive environment for anyone who wishes to join us.
The client requests no contact from agencies or media sales.
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EXPERIENCED TREASURER required to join the Trustee Board of our growing and evolving frontline charity in Dorset, support survivors of sexual violence and domestic abuse.
STARS Dorset is a growing, independent charity supporting those living, working or studying in Dorset who have been affected by sexual violence and/or domestic abuse. We support approximately 3600 unique individuals every year with our specialist support services, enabling them to start their own journey of recovery. Over the past 5 years we have seen increasing demand for our frontline services and we are now looking for a Treasurer to lead on the financial governance and compliance of our charity.
This is an exciting time to join our talented and friendly Board. The role provides the opportunity for the right candidate to use their experiences and skills, to help shape and steer our charity in its next phase of development to ensure our future sustainability and growth.
We expect all staff and volunteers to model and support our values of integrity, excellence, supportive, determination, and innovative. As an integral part of our team, you will be committed to making a difference for those affected by sexual violence and domestic abuse
As a charity that values and celebrates people’s diversity and champions opportunities for all, we welcome applications from all sectors of the community. We believe that a diverse organisation is one that is more innovative, more creative and achieves better results.
STARS Dorset is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Any offer of employment will be subject to receipt of a satisfactory DBS Enhanced Disclosure and acceptable references.
For more information about the role please contact our CEO, Helen Stevens..
Please complete the documents attached and submit with your CV and cover letter.
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EnhanceAble’s mission is to impact positively on the lives of local disabled people and their families through the provision of excellent social care. We pride ourselves on going the extra mile in provision of service and placing our customers at the centre of our work.
EnhanceAble is a medium-sized charity in the social care sector. We have a turn over of circa. £2 million per annum. We have a Board of Trustees, and a Senior Management Team (SMT) consisting of our Chief Executive, Deputy Chief Executive, Head of Finance and HR Manager.
As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of EnhanceAble’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and, along with the Head of Finance, reports to the Board at regular intervals about the financial health of the organisation.
Treasurer role
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Working with the Head of Finance on the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.
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Ensuring, at a board level, that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.
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Monitoring and advising on the financial viability of the charity.
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Overseeing financial controls and adherence to systems, regularly liaising with the Chief Executive and Head of Finance.
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Being knowledgeable of the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process
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Ensuring investments and assets are maximised.
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Working with the Head of Finance to oversee the development and implementation of systems for appraising, mitigating and reporting corporate risk.
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Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.
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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.
What we are looking for
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A finance professional. A knowledge of charity finance is an advantage. Otherwise an enthusiasm to learn, drawing from sound commercial experience and an understanding of SMEs.
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A strategic thinker with the ability to balance risk and opportunity.
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Clear communicator with the ability to bring financial information alive to non-finance specialists.
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Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors
In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees:
Responsibilities of all trustees
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Support and provide advice on EnhanceAble’s purpose, vision, goals and activities.
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Approve operational strategies and policies, and monitor and evaluate their implementation.
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Oversee EnhanceAble’’s financial plans and budgets and monitor and evaluate progress.
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Quality assures the effective and efficient administration of the organisation.
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Ensure that key risks are being identified, monitored and controlled effectively.
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Review and approve EnhanceAble’s financial statements.
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Provide support and challenge to EnhanceAble’s CEO and Head of Finance in the exercise of their delegated authority and affairs.
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Keep abreast of changes in EnhanceAble’s operating environment.
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Contribute to regular reviews of EnhanceAble]’s own governance.
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Attend Board meetings, adequately prepared to contribute to discussions.
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Use independent judgement, acting legally and in good faith to promote and protect EnhanceAble’s interests, to the exclusion of their own personal and/or any third party interests.
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Contribute to the broader promotion of EnhanceAble’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.
Attributes and qualities
We are looking for people willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our board.
You do not need previous governance experience – we will provide a full induction and training.
Personal skills and qualities
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Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.
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Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.
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Effective communication skills and willingness to participate actively in discussion.
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A strong personal commitment to equity, diversity and inclusion.
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Enthusiasm for our vision and mission.
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Willingness to lead according to our charity values
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Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership
Terms of appointment
Terms of office
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Trustees are appointed for a 3 year term of office, renewal for 3 further terms to a maximum of 12 years.
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This is a voluntary position, but reasonable expenses will be reimbursed.
Time Commitment (Estimated at 10 hours per month)
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Attending 4 Board meetings annually. Currently meetings are held in person at our head office KT1 2TW
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Monthly scheduled meeting with the Head of Finance with flexibility to respond swiftly to the occasional ad hoc issue. Other members of the senior management team will join some of these meetings.
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Attending a number of training and strategy sessions plus some events.
We are a young charity that seeks to bring amazing people together to make stories to change the
world. Rewriting Earth, a global collaboration of the most influential storytellers on Earth united behind one cause, our planet. Our primary focus is on reaching those people who are less informed and indifferent to what is happening to all life on our planet and who are currently less committed to taking personal action. We use cool and viral content to connect disengaged audiences.
We are currently working on an ambitious period of expansion and we are looking for a Treasurer with relevant experience to oversee the financial affairs of the organisation to ensure they're within accepted accounting practice. Please see the Application Pack for further information on the role specification.
The client requests no contact from agencies or media sales.
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Citizens Advice Southampton is looking for a new Treasurer
Our Treasurer is a vital member of our Board of Trustees; this is a voluntary position. Unremunerated but with reasonable expenses covered.
Skills; we are looking for anyone with relevant financial qualifications or experience who is interested in becoming our Treasurer
Where; Southampton
Time; the Board of Trustees meets once a month apart from August and December when there are no meetings. In addition, the Treasurer will be part of a focussed committee which also meets once a month, such as Finance or Governance and Risk.
About Citizens Advice Southampton; This local and essential Charity provides vital support to the people of Southampton. Integrated into the local Community, Citizens Advice Southampton’s incredible volunteers and paid staff help more than 6500 people with 11000 issues every year, providing advice that is free, independent, impartial and confidential.
What will you be doing? Duties include; explain, guide and advise the board on the key assumptions and financial implications of the Citizens Advice Southampton budgets, operational and strategic plans ensure that the organisation has an appropriate reserves policy and a realistic budget that meets the services’ needs ensure that annual accounts are prepared in compliance with SORP (Statement of Recommended Practice) Accounting for Charities and submitted by the deadline to the Charity Commission and/or Registrar of Companies, and make arrangements for them to be audited or independently examined as required
What’s in it for you? Not only will you directly contribute to the success of this essential charity in supporting the local community, for you personally there are many benefits. Such as; Meet others and build relationships with other trustees, paid staff, volunteers and other community members Build on your governance and leadership skills Increase your employability
What are we looking for? Although you will not necessarily need to have prior experience of being a Trustee, we are specifically looking to recruit anyone with relevant experience which will support them in their role as Treasurer. Useful skills for our Treasurer include; have financial qualifications or experience some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes excellent good numeracy skills to understand accounts be able to explain complex financial information in an accessible way Effective communication skills and willingness to participate actively in discussions Commitment to the aims, principles and policies of Citizens Advice Southampton Willingness and ability to learn, and to develop and understand your own attitude Ability to work effectively as part of a team Ability to think creatively and to exercise good independent judgement Ability to understand and accept the responsibility and liability of being a trustee
Citizens Advice Southampton Citizens Advice Southampton are an equal opportunities employer and encourage applications from all who meet the above specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.
The client requests no contact from agencies or media sales.
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We are looking for a team player with experience of finance and fundraising best practice, preferably within the charity sector, to join our Board of Trustees As we continue to expand our services, our new Treasurer will help us to develop our procedures and strategies to ensure we maintain good governance. Applicants must also be prepared to take on the wider responsibilities of becoming a charity Trustee.
This is a hands on role which requires close working with our CEO, Finance Manager, Chair of Trustees and Accountants. You will help us to review and implement new financial processes and budgeting procedures, develop new investment and fundraising policies and ensure that we operate in line with best practice. As a Trustee you will also contribute to the organisations wider mission and strategy and oversee the running of the Charity.
If you are looking to use your skills to give back to your local community or to support a cause that you are passionate about and have experience in financial management or in establishing sound financial procedures, we want to hear from you. This is an opportunity to make an immediate impact within a growing charity.
Please note that we have a full time Finance Manager who manages our day to day finances so our Treasurer will not be responsible for book keeping or other administrative functions.
To apply, please send your CV and a cover letter outlining why you would like to be a Trustee. For more information or to discuss your suitability as our Treasurer, please contact our CEO.
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Background
Home-Start North and West Gloucestershire exists to offer support to families with children under 5 living in Tewkesbury, Cheltenham and the Forest of Dean. We are part of Home-Start UK.
Thanks to our dedicated team of volunteers and staff, we are able to work alongside parents and help them navigate the challenges they are facing in their parenting journey to help give children the best possible start in life.
The Treasurer and Trustee Role
We are looking for a treasurer to join the Board of Trustees and to take the financial lead on our board. The ideal candidate will have experience of finance management and is able to help ensure the right operational and strategic decisions are made for the long-term future stability of the charity.
Key Responsibilities:
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Liaise with the Home Start Team and Trustees to ensure the long-term financial viability of the charity.
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Present the financial position and broader context at Trustee meetings.
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Work in partnership with the Operations Manager/Finance Lead and clearly understand the financial needs of the charity giving financial support when required.
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Oversee the production of our annual budgets and work closely with our accountants. To also give input when required to our payroll provider.
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Ensure the Board of Trustees are aware of their financial duties, responsibilities and communicate how they need to comply with all legislation.
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To work in line with best practice and in compliance with the governing document and legal requirements set out by Home-Start UK.
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Provide oversight and guidance where necessary of accounts prepared for funders and relevant statutory bodies.
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Act as counter signatory on charity cheques and some applications to funders, approve payments on banking systems and spending approval in accordance with financial management processes.
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Ensure that all financial policies, procedures and external financial advisors are reviewed when required.
You should:
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Have knowledge and experience of accounting and audit practices.
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Be able to interrogate and interpret financial statements.
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Be able to communicate financial information in a meaningful and understandable way.
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Have strong working knowledge of accounting software (we use Xero).
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Have strong attention to detail.
Time requirement:
The role will require a time commitment of approximately 10 hours per month.
This includes up to 12 board meetings a year of approximately 2 hours each (some held online and some in our Winchcombe office) and the Home-Start NW Gloucestershire AGM.
You may also need to attend some meetings with the operations manager, finance lead and our external accountant to ensure clarity of finances and direct where required.
Term of office:
The Treasurer’s initial term is two years.
The trustees can then re-elect for a further one, two or three term(s) if the Treasurer would like to continue their position.
Remuneration:
Trustee positions are voluntary roles.
We would love to hear from you if you would like to become involved in a charity that is helping families within Gloucestershire.
Please do submit your interest by sending us an up-to-date CV and a short cover letter.
The client requests no contact from agencies or media sales.
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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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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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The Walk21 Foundation is a UK charity that works internationally. Our vision is a world where everyone can walk in a safe, inclusive and welcoming environment.
We are seeking a UK-based trustee to join the board and act as honorary treasurer. This is a voluntary position to work alongside a friendly and passionate group of international trustees to provide governance and strategic direction for the charity.
The board meets 3 or 4 times a year online, with some additional work conducted via email – so you can be based anywhere in the UK. The role requires 5-7 hours of your time per quarter.
You will work with the charity’s Chief Executive to provide easy-to-understand financial information to the other trustees.
You should have a good working knowledge and experience of financial management. You do not need to be knowledgeable about the charity’s mission.
Please contact the current Treasurer, James Littlewood, to find out more about what’s involved.
To volunteer to be our next Treasurer, please send a CV to James Littlewood. Please include a cover note to tell us a bit about yourself and why you are interested in this position.
The client requests no contact from agencies or media sales.
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.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Treasurer needed for an established psychotherapy charity. We are part way through a change process at Share having moved premises in 2023. We are developing and strengthening our clinical services, improving our administrative and business systems and strengthening our financial position. We want to build upon our position as a centre of excellence in psychotherapy and make an even bigger contribution to improving mental health in Sheffield.
Would you like to volunteer for an established psychotherapy charity? We work at the vital intersection of psychological distress and poverty in the city and provide an excellent learning environment for qualified and qualifying counsellors and therapists alike.
We’re looking for a suitably qualified accountant to join us as our Treasurer, taking the lead on financial matters but also playing a full role on the Board of Trustees in the overall management of the charity.
The role would suit an experienced accountant wishing to contribute on a voluntary basis to a valuable charitable cause. Equally it would provide excellent board level experience for a young professional at an earlier stage in their career.
We have strong clinical services, administrative and business systems in place and continue to seek to increase and diversify our income. We want to make an even bigger contribution to improving mental health in Sheffield and we’re especially keen to attract people from minority communities to the Board.
For an informal chat please contact one of the co-chairs, Lynn or Astrid.
The client requests no contact from agencies or media sales.