Accountant volunteer roles

We're seeking a financially-minded leader to join our board and guide our organization's financial health as we grow. This role combines financial stewardship with strategic thinking, helping ensure we have the resources and stability to expand our impact for animals, families, and communities worldwide.

Current status: This is a volunteer role. As we scale, we envision transitioning board leadership into compensated positions.

Your Core Responsibilities

Financial Leadership

• Present clear, accurate financial updates to the full board

• Guide the annual budget process and monitor organizational spending

• Lead audit preparations and ensure strong financial controls

• Oversee how we manage reserves and any investment activities

• Offer strategic input on major financial decisions

Board Governance

• Participate in evaluating and supporting our Executive Director

• Help navigate complex legal or ethical questions facing the organization

• Ensure we remain aligned with our charitable mission and legal obligations

• Act as an ambassador, opening doors to partnerships and visibility

• Contribute to fundraising conversations and donor relationship building

• Provide perspective on organizational strategy and long-term direction

Join 130 Primrose as a Strategic Finance Trustee. Help an exciting team guide our forecasting, cashflow and scaling plans for a mission where every plate creates a fresh start.

We’re seeking a Trustee with strategic finance (CFO-level) expertise to strengthen our board as we grow and to help us scale our mission to bring economic opportunites to those impacted by homelessness. 

You’ll bring commercial acumen to our mission—helping us plan sustainably, understand our unit economics, and scale responsibly—without being “the accountant.” Our operations are hospitality-led, so experience in catering, hospitality, or multi-site venues is helpful (not essential).

About 130 Primrose

130 Primrose is a charity restaurant in Primrose Hill, formerly Home Kitchen Diner. We recruit, train, and employ people with lived experience of homelessness, offering real jobs, and accredited qualifications in hospitality. We’re scaling impact through great food, fair work, and fresh starts. 

What you’ll do

· Support the Board and Chair with financial strategy, planning, and risk management.

· Challenge and refine our financial model, forecasting, and cashflow planning (12–36 months).

· Help shape P&L, balance sheet and cash visibility that operators can use day-to-day.

· Advise on site-level unit economics, menu margin mix, labour model, and cost control.

· Strengthen budgeting, KPI dashboards, and scenario modelling for growth (e.g., second site in Brighton).

· Support funding strategy: grants, philanthropy, corporate partnerships, social investment.

· Create a Finance & Risk Committee (chair if appropriate).

· Ensure robust governance, internal controls, and compliance with charity and company law.

· Act as a critical friend—asking the right questions, mentoring our leadership and on site General Manager and team, and championing our mission.

We’re not looking for

· A bookkeeper or day-to-day accountant. We want a strategic finance leader who can translate numbers into decisions and coach an operations-minded team.

Role Description

This is a volunteer role for a Financial Director and trustee. The role will ensure that the financial affairs of the Charity are conducted within legal requirements, accounting conventions and good practice and in conjunction with the General Manager to protect and enhance the financial wellbeing of the Charity. 

Reports to:

Board of Trustees

Major Accountabilities:

• To lead in developing financial plans for the Charity with income and expenditure goals which are attainable within the resources available to the Charity 

• To ensure that the Board is aware of its financial responsibilities and options available 

• To ensure suitable systems for budgeting, financial control, risk management, insurance, and accounting records are in place

• To assist the external accountants with processing more complex transactions, recording capex, raising prepayments and accruals at month-ends and to work with them to ensure compliance with HMRC requirements as appropriate

• To keep Trustees informed about Charity’s finances by written report, at least on a quarterly basis. To communicate with relevant department heads and other staff so as to maintain a clear picture of the financial health of the organisation

• To work with the Charity’s external accountants and auditor/independent examiner to meet external reporting requirements, including grant reporting and the annual financial report to members

• To know, abide by and promote the Charity’s values, policies and objectives, including to external parties. To support appropriate communication between the Board and staff, members and stakeholders

Neuroverse Community CIC supports disabled and neurodivergent young people aged 12–16 who are unable to access school. We deliver LAMDA drama, Science and neuro-affirming education in Nailsworth and Stroud, Gloucestershire — as a registered LAMDA Private Examination Centre.

Our disabled and neurodivergent Founder is an ex-Charity Director, multi-award-winning education professional, former SENDCO and LAMDA Grade 8 holder. She has personally founded, run and delivered Neuroverse for 2 years, entirely voluntarily.

Shortlisted: Scope Awards 2026 Purple Pioneer Award.

Our Founder has dyscalculia and needs a strategic finance partner to:

• Oversee financial health and 3-year forecasts

• Advise on Blended Finance: Grants and Social Investment

• Support grant applications and funding strategy

• Termly meetings — low time commitment, real impact

Chartered Accountant or Finance Professional.

Neurodivergent and disabled professionals especially welcome.

Allies who genuinely believe in Nothing About Us, Without Us are warmly invited.

Reasonable adjustments always available.

Right to Work in UK essential. 

We are looking for an outstanding individual to join our Board as Honorary Treasurer for an initial three-year term.  You must be committed to helping us achieve our charitable objectives and adding real value to our work.

All those who join our Board, are expected to work with our Chair and CEO to fulfil their responsibilities for the overall governance and strategic direction of Breakthrough T1D.  We have ambitious strategic goals and are keen to work with those who have knowledge and energy to help our CEO and her senior management team in their delivery of operational plans.

We hope to hear from people who are qualified accountants and members of a relevant chartered professional body with:

• Strong financial expertise, with the ability to provide strategic insight as well as effective governance oversight.
• Experience of contributing at Board level to organisational strategy and governance such as policy, programmes, personnel and advocacy.
• A curious, analytical and questioning mindset, with the confidence to provide independent challenge

Pact is seeking a values-driven finance leader to join our Board of Trustees and chair our Financial, Risk and Audit Committee (FRAC), succeeding our highly respected outgoing Chair who retires this Autumn.

About Pact

Pact is a successful, growing and highly regarded Catholic charity whose mission is to support prisoners, people with convictions and their families to make a fresh start. We operate in some of the most complex and high-risk environments in the voluntary sector, delivering critical front-line services across prisons, probation services, courts and communities, while managing public-sector contracts with the Ministry of Justice and NHS alongside philanthropic grants and donations.

About the role

As FRAC Chair, you will play a pivotal role in supporting the Board to make confident strategic financial decisions, steward resources responsibly and respond effectively to a changing commissioning landscape. Working closely with the CEO, Deputy CEO and Director of Finance & IT, you will lead Committee oversight across:

• External audit

• Financial risk management

• Internal scrutiny and control

• Statutory, tax and Charity Commission compliance

• Treasury and investment strategy

Alongside this, you will share collective responsibility with fellow Trustees for the strategic direction, governance and integrity of the charity.

About you

You are a qualified accountant with senior-level experience in finance, audit, risk or governance (for example, as a CFO, Finance Director, Finance Partner, Audit Partner or senior risk leader). You bring a strong grasp of financial management, internal control and risk, the ability to interpret complex financial information and challenge constructively, and the interpersonal skills to build positive relationships across the Board and Executive.

Experience in the charity or not-for-profit sector, knowledge of Charities SORP (FRS 102), and previous Trustee or non-executive experience would be highly welcome but are not essential.

While this role is open to people of all faiths and none, as a Catholic charity Pact seeks Trustees whose personal values are aligned with our ethos, including our commitment to ethical investment.

Practicalities

• Term: 3 or 4 years by mutual agreement, renewable up to a maximum of 10 years

• Voluntary, with reasonable expenses reimbursed

• Approximately 45 hours per annum, plus reading and keep-in-touch time

• Board meetings are held near Liverpool Street, London, with hybrid attendance permitted

Are you looking to gain finance experience while making a meaningful impact in the community? Join Hidayah as a finance assistant in this volunteer-based role under the guidance of the treasurer.

Hidayah is a volunteer-led organisation supporting LGBTQI+ Muslims through community support, advocacy, education, and wellbeing initiatives. The finance assistant supports the financial operations of the organisation by helping maintain accurate financial records, assisting with reporting and budgeting, and supporting the treasurer with day-to-day finance administration.

This role is flexible and requires a minimum of 2 hours per week, with occasional additional time required during busy periods or year-end processes.

Key Responsibilities

• Support the Treasurer with financial administration and record-keeping. 

• Input and maintain financial data using Google Sheets and Sage. 

• Organise invoices, receipts, bank statements, and financial documentation. 

• Assist with bank reconciliations and volunteer expense claims. 

• Help prepare monthly financial updates and reports for the board. 

• Support budgeting, audits, year-end preparation, and strategy reporting. 

• Maintain confidentiality and handle financial information responsibly. 

• Attend monthly meetings and provide support where required. 

Person Specification

Essential Skills & Experience

• Basic understanding of finance, bookkeeping, or accounting principles. 

• Good IT skills, particularly using spreadsheets.

• Strong attention to detail and accuracy. 

• Ability to work independently and collaboratively. 

• Good organisational and communication skills. 

• Experience using accounting software such as Sage (desirable). 

• Commitment to the mission and values of Hidayah. 

Commitment Expected

• Attend periodic online 121s with the treasurer.

• Be available for occasional catch-up meetings with the treasurer and chair. 

• Respond to emails and finance-related tasks promptly. 

• Support accurate financial record-keeping and reporting. 

Benefits of the Role

• Opportunity to make a meaningful impact within LGBTQ+ Muslim communities. 

• Gain practical experience in charity finance and governance. 

• Build confidence and strengthen your CV. 

• Opportunity to work with a supportive and passionate volunteer team. 

• Networking, training and professional development opportunities.

Join Our Board of Trustees

Afrocats is looking to expand its Board of Trustees. With an established Board already in place, we are entering an exciting new phase of growth and seeking additional Trustees to help shape our future direction. 

Afrocats is an award-winning charity that champions creativity, wellbeing, and cultural belonging. Our work supports communities through creative expression, participation, and inclusive cultural experiences. As we expand our reach and impact, we are strengthening our Board to ensure we remain ambitious, sustainable, and community-led.

This is a meaningful opportunity to play a key role in the governance and strategic development of a growing organisation that centres equity, lived experience, and creativity.

 Who we are looking for:

Fundraising and Income Generation

We are looking for someone with experience in fundraising, bid writing, or income generation. You will support the development of long term funding strategies, major grant applications, and sustainable income growth.

Marketing and Corporate Engagement

We are looking for someone with experience in marketing or business engagement. You will help raise our profile, strengthen our brand, and develop meaningful partnerships with businesses and corporate supporters.

Philanthropy and Relationship Building

We are looking for someone with experience in philanthropy, fundraising networks, or relationship management. You will help us connect with donors, foundations, and individuals who can support our long term impact.

Volunteer Management

We are looking for someone with experience in volunteer coordination or management. You will help us develop inclusive, safe, and supportive volunteer systems as the organisation grows.

Finance and Accounting

We are looking for a qualified finance professional, ideally a chartered accountant. You will support financial oversight, planning, reporting, and long term financial sustainability.

What you will do as a Trustee

As a Trustee, you will help guide the strategic direction of Afrocats and ensure we remain financially sustainable, well governed, and aligned with our mission. You will contribute to decision making at Board level, support risk and compliance oversight, and help ensure our work continues to centre creativity, wellbeing, and community impact.

You will also act as an ambassador for Afrocats, helping to champion our work and values across your networks and beyond.

Why join Afrocats

This is a rare opportunity to join a growing and forward thinking charity at a pivotal moment in its journey.

You will have the opportunity to shape strategy and influence long term direction, while supporting a mission driven organisation making a real difference in communities. You will develop your skills in a Board setting, expand your professional network, and contribute to work that centres inclusion, creativity, and social impact.

We are a welcoming and inclusive organisation and we actively encourage applications from people of all backgrounds, identities, and lived experiences.

Rolling interviews will take place until Friday 19th June 2026 

Join the BUBIC Board - Make Real Impact

Shape lives. Strengthen communities.
BUBIC is growing - and we’re looking for Trustees and a Treasurer to help drive our next phase.

Why This Matters

• Peer-led charity transforming lives at the margins
• Strong foundations, ready to scale impact
• High demand – real need, real opportunity

Your Role

• Provide strategic oversight and challenge
• Strengthen governance, sustainability and growth
• (Treasurer) Lead financial oversight and resilience

Deaf Unity is a deaf-led charity that works to empower deaf individuals. We equip deaf students, jobseekers and professionals with the knowledge, confidence and community to succeed in education and employment.

Working closely with our deaf community, we identify the barriers and inequities that deaf people meet as they move from school into education and employment; seek work; and strive to build successful careers. We work with them and with universities, employers and voluntary sector partners to overcome these barriers through carefully tailored, impactful interventions.

Our vision is of a world where every deaf person has an equal chance to study and work, achieve their professional ambitions and contribute their full potential to society.

Purpose of the role

To oversee Deaf Unity’s financial operations, ensuring that the charity remains financially viable and complies with Charity Commission regulations and strong accounting practices at all times, The Treasurer will ensure that proper financial records are kept and that the Board of Trustees understands the financial position at all times. 

Key responsibilities

• Oversee the charity’s financial position
• Present budgets, management accounts and financial statements to the Board
• Help trustees understand financial information and advise on financial implications of the charity’s strategic plans
• Support budgeting and financial planning, including developing and implementing financial policies (e.g. reserves and investment policies),
• Ensure proper financial controls are in place and that proper accounting records are kept
• Oversee the preparation of annual accounts
• Ensure compliance with Charity Commission and HMRC regulations (e.g. Gift Aid)

You will work closely with the CEO, Chair, trustees and staff who are managing day-to-day finance and banking and will be required to attend quarterly meetings of the Finance and Risk sub-group of the Board, in addition to the full Board meeting

What is a trustee?

All trustees share responsibility for running the charity.

This includes:

• Attending board meetings, usually 4 times per year.
• Helping make strategic decisions
• Acting in the best interests of the charity and its beneficiaries

Trustee responsibilities are set out by the Charity Commission for England and Wales.

Skills we are looking for

Essential skills:

• Knowledge of bookkeeping and financial management (e.g. use of XERO, SAGE accounting packages)
• Experience of financial reporting, budgeting and risk management
• An understanding of (or willingness to learn about) charity accounting
• Ability to explain financial information clearly
• Good judgement and decision-making skills
• Interest in supporting deaf communities

Desirable:

• Professional accounting qualification
• Previous experience as a trustee or treasurer
• knowledge of, or interest in, the deaf community.
• BSL skills

What you will gain

• Experience of charity governance
• Board-level leadership experience
• Opportunity to support Deaf communities
• Networking and professional development 

Please send a CV and/or a short expression of interest 

Location: Much Hadham, Hertfordshire
Commitment: Approx. 8 - 10 meetings per year preparation
Type: Voluntary position (reasonable travel expenses reimbursed)
 
Make a lasting difference as a Trustee at St Elizabeth’s
Are you passionate about making a meaningful impact? Do you have strong financial expertise and a desire to use your skills to support a charity with a 120-year legacy of transforming lives?
 
St Elizabeth’s is looking for a committed and values-driven Trustee (Finance) to join our Board and play a vital role in shaping our future. This is an exciting opportunity to contribute to the strategic leadership of a specialist organisation supporting children, young people and adults with epilepsy and a wide range of complex needs.
 
Set within 60 acres of beautiful Hertfordshire countryside, St Elizabeth’s includes a non-maintained Special Education School, seven registered Children’s Homes, a Sixth Form, a specialist Further Education College, Supported Living services, adult learning and Day Opportunities, and 24-hour health provision delivered by expert nurses and therapists.
 
As we continue to grow and evolve, your insight and expertise will help us ensure our services remain safe, sustainable, and outstanding.
 
What will you be doing?
As a Trustee, you will:

• Provide strategic oversight and help drive our long-term vision.
• Use your financial skills to support our Finance, Audit & Risk Committee, and Investment Committee
• Offer constructive challenge and strong governance.
• Help monitor performance, risk, investment decisions, and financial sustainability.
• Champion our values of Joyful, Aspirational, Compassionate and Collaborative
• Act as an ambassador for our mission and Catholic ethos.

 
This is a rewarding role where you will work alongside talented Trustees and leaders who are deeply committed to improving outcomes for the people we support.
 
What we’re looking for
We welcome applications from individuals who can bring:

• Senior-level experience in finance, accounting, audit, banking, or investment
• Strong strategic thinking, independence of mind and sound judgement
• A commitment to good governance and ethical leadership
• The ability to collaborate, support, question, and influence at Board level.
• A willingness to embrace and support our Catholic ethos.
• Time and dedication to prepare for and attend meetings.

 
Professional finance qualifications (e.g., accountant or auditor) are highly desirable, particularly for the Finance, Audit & Risk Committee.
 
Your commitment

• Around 5 Board meetings per year (4 half-day, 1 full day)
• Membership of at least one Board committee (4–6 meetings annually)
• Occasional monitoring visits to site
• Preparation time for reading papers and training.
• Meetings are normally held in Much Hadham, with remote attendance available where necessary.

 
This is a voluntary role, and we reimburse reasonable travel expenses.
 
Why join us?
By becoming a Trustee at St Elizabeth’s, you’ll be part of an organisation with deep roots, strong values, and an unwavering commitment to enabling people with complex needs to thrive. Your contribution will directly support the sustainability, quality, and impact of our services — and help shape the next chapter of a remarkable charity.
 
Interested in joining us?
We would love to hear from you. Apply now!
 
#INDVOL
 
REF-228 849

Role Type

Unpaid, voluntary (expenses reimbursed)

Commitment and Focus

As Treasurer Trustee, you will support the Board’s oversight of FareShare Yorkshire’s financial governance. Working in close partnership with the Head of Finance & Business, you will help ensure the charity’s finances are well-managed, transparent, and aligned with its strategic objectives.

The Treasurer acts as a critical friend and source of support to the Head of Finance & Business, providing constructive challenge, guidance, and assurance to the Board. You will attend quarterly board meetings (held in Yorkshire) and chair the quarterly Finance Sub-Committee, helping to ensure effective financial governance and clear reporting to the full Board.

About FareShare Yorkshire

FareShare Yorkshire is a charity in its 27th year of operation and has experienced significant growth in recent years. Operating from three sites in Barnsley and Leeds, the organisation delivers surplus food provision services, employability programmes, and runs its own cookery school, The FullCrumb Kitchen. We redistribute enough food for over 100,000 meals every week by taking good surplus food from companies and getting it to where it is needed most.

Key Treasurer Responsibilities

1. Present clear, accurate, and timely financial reports to the Board in a format that supports understanding and effective decision-making, including:

   •  Annual budgets

   • Internal management accounts

   • Annual statutory financial statements

2. Ensure the Board meets its duty to maintain proper accounting records and that financial resources are:

   • Properly controlled

   • Prudently invested

   • Economically and effectively spent in line with good governance, legal and regulatory

     requirements, in liaison with the Head of Finance & Business.

3. Support the development, implementation, and regular review of:

   • Financial reserves policy

   • Cost management approaches

   • Investment policies

4. Advise and support the Board in carrying out its financial responsibilities, providing insight into financial risks, opportunities, and sustainability.

5. Chair the Finance Sub-Committee, setting agendas in partnership with the Head of Finance & Business and ensuring effective financial scrutiny.

6. Provide clear updates and recommendations to the full Board following each Finance Sub-Committee meeting.

7. Scrutinise financial information provided by the Head of Finance & Business and request additional information or clarification where necessary.

8. Support and challenge budget proposals and forecasts presented to the Board.

9. Monitor and advise on the financial viability of the charity, including cash flow, reserves, and long-term sustainability.

10. Ensure appropriate financial controls are implemented, adhered to, and regularly reviewed.

11. Advise the Board on the financial implications of the charity’s strategic plan and major decisions.

12. Support the Head of Finance and Business to:

    • Prepare information for the annual accounts

    • Manage the annual audit process, including liaison with auditors where appropriate.
      
      The Trustee Role:

    • Ensure the charity fulfils its purposes for public benefit by:
      Complying with its governing document.

    • Adhering to charity law and all other applicable legislation.

    • Acting always in the best interests of the charity.

    • Ensuring the responsible management of the charity’s resources.

    • Overseeing and ensuring compliance with statutory accounting and financial reporting requirements.

    • Declaring any conflicts of interest and exercising independent judgement in all decision- making.

    • Acting as an ambassador and advocate for the organisation and upholding its mission, values, and reputation.

    • Representing the Board and organisation at meetings and events, including acting as a spokesperson when required.

    • Safeguarding the wellbeing and interests of employees.

    • Contributing to the development of the organisation’s strategy by providing constructive challenge and insight.

    • Seeking appropriate professional advice where there is potential risk to the organisation or where trustee duties may be impacted.

    • Taking collective responsibility to ensure the legal and financial integrity of the organisation, including to safeguard its assets and long-term sustainability.

    • Ensuring appropriate procedures are in place for the appointment, support, and performance monitoring of the CEO and Senior Leadership Team (SLT).  

    • Attending and actively contributing to Board meetings on a regular basis.

Skills and Experience

We are particularly seeking a Trustee with:

• Senior-level experience in finance, accountancy, audit, or financial management.

• Strong understanding of financial governance, risk management, and internal controls.

• Experience of:

  • -  Budgeting and financial forecasting

  • -  Reviewing management accounts and statutory accounts

  • -  Financial oversight within a charity, public sector, or commercial environment

    (charity experience desirable but not essential)

• Confidence in presenting financial information clearly to non-financial audiences.

• Strong Excel skills and confidence working with financial data (advantageous).

• The ability to provide supportive challenge and constructive scrutiny.

• The credibility to lead financial discussions at board level while working collaboratively

  with staff and fellow Trustees.

Ideal candidates will have:

o A commitment to FareShare Yorkshire’s mission and values.
o Strategic thinking and the ability to contribute to high-level decision-making.
o The ability to work collaboratively and communicate effectively.
o Time to dedicate to the role, including preparation for and attendance at meetings.

What We Offer
While this is an unpaid voluntary position, we provide:

o Reimbursement of reasonable expenses incurred in your role.
o The opportunity to make a meaningful impact on food insecurity inYorkshire.
o A chance to work alongside a passionate team dedicated to tackling food poverty.

Diversity and Inclusion

FareShare Yorkshire is committed to building a diverse and inclusive board. We encourage applications from individuals of all backgrounds, particularly those who bring new perspectives and lived experience to the table

The British Handball Association (BHA) is dedicated to supporting, developing and promoting the sport of handball across the United Kingdom. As the Association continues to grow and strengthen its activities, we are seeking a Volunteer Treasurer to help assist the financial management and sustainability of the organisation.

This is a volunteer leadership role suited to someone who values sport and wants to make a meaningful contribution to the continued development of handball in the UK.

About the Role

Working closely with the Chair, Directors, and operational staff, the Treasurer provides robust financial information and guidance to support the Association’s programmes, competitions, events, development initiatives and long-term strategic objectives.

The Treasurer plays an important role in ensuring the Association maintains transparent financial practices and appropriate financial controls, while contributing to wider organisational planning and decision-making.

Key Responsibilities

• Provide financial oversight and strategic guidance to the Association
• Monitor income generation, expenditure, memberships, sponsorship, grants and funding activity
• Prepare financial reports and updates for meetings
• Support budgeting and financial planning for competitions, events, camps, and development programmes
• Help ensure compliance with relevant UK financial, governance, and sports organisation standards
• Assist with annual accounts preparation and financial reporting requirements
• Maintain appropriate financial controls and record-keeping procedures

Who We’re Looking For

We are seeking someone who can contribute not only financial knowledge, but also strategic oversight and leadership.

You may be a great fit if you:

• Have experience in accounting, bookkeeping and/or financial management,
• Are confident preparing and reviewing financial information and helping guide responsible organisational growth
• Can provide balanced, constructive input during discussions and support collaborative decision-making
• Are organised, dependable, and able to exercise sound judgement
• Have an understanding of how National Governing Bodies operate and their role within the sporting landscape
• Want to use your professional skills to help strengthen and shape a developing national sporting organisation

You do not need to be a handball player or official — we welcome applicants from a wide range of professional and personal backgrounds who are committed to good governance and the development of sport.

What You’ll Gain

• Experience in sports governance and non-profit financial leadership
• The opportunity to help shape the future growth and development of handball in the UK
• Flexible volunteering that can fit around professional and personal commitments
• A collaborative and supportive environment where your contribution is valued
• The opportunity to make a meaningful impact within the sporting community

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• Strategic vision.
• Good, independent judgement.
• An ability to think creatively.
• A willingness to speak their mind.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• An ability to work effectively as a member of a team and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.