Accountants volunteer roles

‍Role Overview

250 million children under 5 years old across the Global South miss out on the care, play and stimulation they need during the most important years of their lives. Governments increasingly recognise the importance of early childhood development, but many struggle to find approaches that are affordable, scalable, and sustainable.

Lively Minds believes the solution is hiding in plain sight: parents.

For almost twenty years we have worked alongside governments and communities to develop and test a parent-powered approach that enables families, regardless of their income or level of education, to give children the best possible start in life. We have shown that this approach can be successfully integrated into government systems and delivered at scale. In Ghana alone, our model has been adopted nationally, reaching more than 700,000 children and supporting over 130,000 parents. Independent research found participating children made developmental gains equivalent to an additional year of schooling.

Having demonstrated what is possible, we are now entering an exciting new phase.

Rather than operating as a traditional programme delivery organization, Lively Minds has evolved into a specialist technical assistance partner. We work alongside governments to design, test, and scale parent-powered early childhood development within national education systems, building the capability, evidence, and implementation approaches that enable governments to lead sustainable, long-term change.

Today we support governments in Ghana, Uganda, Ethiopia, and the Gambia, with partnerships in development in Togo and Senegal. Our ambition is to help many more governments transform early childhood development over the coming decade.

This is an opportunity to help shape not only the future of Lively Minds but also how governments across the Global South deliver early childhood development for generations to come.

We are looking for a finance trustee who shares that ambition and can help ensure we have the financial stewardship, strategic judgment, and governance needed to achieve it.

The Opportunity

This is not a traditional finance trustee role

Lively Minds is at an important strategic inflection point. As we expand our technical assistance model across multiple countries, we are asking new questions about organisational sustainability, financial resilience, growth, risk, and investment. We are looking for someone who enjoys helping ambitious organisations navigate those questions.

As finance trustee, you will bring independent judgment, financial expertise, and constructive challenge to the Board. You will help ensure we remain financially strong while enabling the organisation to pursue ambitious goals responsibly.

Working closely with the chair, CEO, COO, and finance director and chairing the finance & audit committee, you will help the board make confident, well-informed decisions about the organisation's future.

You will join a board that believes its role is to help the organisation realise its potential. That means asking difficult questions, opening doors, sharing expertise, encouraging innovation and supporting the executive team to succeed, while respecting the principle that the Board governs and management manages.‍

Key Responsibilities

As Finance Trustee you will help the Board to

Provide financial stewardship

• Act as a trusted sounding board to the FinanceDirector
• Help strengthen financial reporting and governance where appropriate
• Share expertise and experience that builds organisational capability
• Chair the Finance & Audit Committee and oversee the charity's financial health and long-term sustainability
• Review financial performance, budgets and forecasts
• Oversee the annual audit and approval of statutory accounts
• Monitor reserves, financial controls and risk management
• Ensure resources are used effectively and deliver value for money

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Strengthen strategic decision-making

• Bring financial insight to discussions on strategy, growth and organisational development
• Help assess the financialimplications of major strategic decisions and investments
• Support the Board in balancing ambition with affordability and risk
• Contribute to discussions on the long-term financial model needed to support international growth

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Support organisational capability

• Act as a trusted sounding board to the FinanceDirector
• Help strengthen financial reporting and governance where appropriate
• Share expertise and experience that builds organisational capability

Contribute as a Trustee

Like all trustees, you will contribute to the overall leadership and governance of Lively Minds, participating fully in board discussions on strategy, organisational performance, risk, people, and governance. We also expect trustees to champion the organisation actively, using their networks, credibility, and relationships to open doors, support fundraising, strengthen partnerships, and increase Lively Minds' visibility in the spaces where it matters most. The Board governs rigorously and champions energetically; we are looking for trustees who are ready to do both.

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Candidate Profile

Who we are looking for

We are looking for someone who combines strong financial expertise with strategic curiosity and a commitment to our mission.

You will probably have:

• A recognised accounting qualification (ACA, ACCA, CIMA, or equivalent)
• Senior financial leadership experience
• Excellent financial and commercial judgement
• Experience of financial planning, audit, controls and risk management
• The confidence to provide constructive challenge while building positive relationships
• An understanding of good governance and the respective roles of trustees and management
• The ability to think strategically beyond finance alone

Desirable Experience

Experience in one or more of the following would be particularly valuable:

• Charities or social purpose organisations
• International development
• Technical assistance or advisory organisations
• Scale-ups
• Institutional funding or grant finance
• Working with governments or public sector organisations

Most importantly, we are looking for someone who is excited by our mission and motivated by the opportunity to help build an organisation capable of transforming early childhood development at scale.

Time commitment

The expected commitment is approximately one to two days per month.

This includes:

• Four Board meetings each year
• Four Finance & Audit Committee meetings each year
• Preparation for meetings
• Participation in the annual budget and audit cycle
• Occasional advice and support between meetings

Meetings are primarily held remotely, with occasional in-person meetings.

The role is voluntary and unpaid, although reasonable expenses will be reimbursed.

Equity, Diversity & Inclusion

We believe stronger boards are built through diversity of experience, perspectives, and backgrounds.

We particularly welcome applications from people with lived or professional experience in the countries and regions where we work, and from groups currently underrepresented on charity boards.

We are committed to making our recruitment process accessible and will make reasonable adjustments wherever needed

Application Instruction

Why become a trustee at Lively Mind

‍ If  are motivated by using your financial expertise to help governments transform the lives of millions of children, we would love to hear from you.

 Please send:

• Your CV (or short professional biography)
• A covering letter explaining why you are interested in joining the Board of Lively Minds and what you would bring to the role.

Timeline:

Closing Date: 15 August 2026

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The Pirate Castle is looking for a voluntary Treasurer Trustee to join our friendly and committed Trustee Board.  We are an iconic Camden-based community boating charity, established in 1966; we are proud to say that 2026 is our 60th anniversary.

Our well-known castle building sits on the banks of the Regent's Canal in the heart of Camden Town.  We rent out our community space and offer a range of watersports for children and adults of all ages and abilities.  Kayaking and canal boating are core to our work and we tackle disadvantage and support our community by offering subsidised sport and recreation, including through the school holidays.  If you ever walk along the canal tow path in Camden you can't help but notice us on the water!

The ideal candidate will have a strong background in financial analysis or accounting, ideally with a professional accountancy qualification.The role involves working with our contracted Bookkeeper and Development Manager to monitor and oversee the charity's finances month-to-month and to report to trustees at Board meetings.  It also involves overseeing the preparation of the annual accounts, together with our external accounts inspector (our annual income level is below the audit threshold). 

The charity is in a sound financial position.  As the Treasurer you will also be involved in and have an important voice in the charity's strategic management and governance.  We are a friendly Trustee Board and staff team, looking for a Treasurer with solid financial analysis and an ability to communicate with others from all walks of life.  You can expect about 4-5 hours' work per month on average.  The Board meets 10 times each year, usually on a Monday evening.  Most of our meetings are held remotely though two meetings each year are held in person in our Camden Castle building. 

Please note this is a voluntary (unpaid) position.  As a Trustee you would be a director of our company limited by guarantee.  We maintain directors and officers insurance for our Board members.

A conservation NGO in Indonesia is seeking a volunteer accountant to strengthen donor reporting, financial systems and accounting processes.

The organisation works with fishing communities, women and young people to support community based natural resource management, sustainable livelihoods and biodiversity conservation.

The finance team currently relies heavily on Excel and is planning to move to a more structured accounting platform.

The volunteer will work with the team to review budgeting and donor reporting templates, support the transition from Excel, improve reporting consistency, strengthen financial systems and controls, and provide practical mentoring.

This would suit a collaborative volunteer with experience in donor reporting, Excel, accounting systems and small NGO finance.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

An international child protection NGO headquartered in Cambodia is seeking a volunteer accountant to review and strengthen accounting systems, software and financial management processes.

The organisation works across Southeast Asia, supporting vulnerable children, young people and communities through programmes focused on child protection, education, livelihoods and social inclusion.

The volunteer will work alongside the finance team to assess current systems and support practical improvements across financial management and reporting.

Key areas of support may include accounting systems, software options, financial reporting consistency, internal controls and practical systems improvements across country programmes.

This would suit a volunteer with strong systems and financial management experience, ideally with experience of complex organisations or multi programme environments.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

Make a Difference with Essex Respite & Care Association (ERCA)

Are you experienced in finance or accounting and looking for a rewarding way to give back to your local community?

At Essex Respite & Care Association (ERCA), we are seeking a Volunteer  to join our charity and help support the important work we do for adults living with dementia, mental health conditions, and other long-term health needs across Essex.

This voluntary role requires approximately 2–3 hours per week and offers the opportunity to use your financial skills to make a real difference.

The Role

• Maintain oversight of the charity's financial records.

• Help keep our accounts up to date and well organised.

• Prepare and review profit and loss reports and other financial information.

• Work alongside the Charity Manager and Board of Trustees to support good financial governance.

• Provide financial guidance where appropriate.

About You

• Experience in accounting, bookkeeping, finance, or a similar financial role.

• Good organisational skills and attention to detail.

• Confident working with financial information.

• A commitment to supporting a local charity and its values.

A full handover will be provided by our outgoing Treasurer, ensuring you have the support needed to settle into the role.

This is a fantastic opportunity to use your skills to help a well-established local charity continue providing vital support to people across Essex.

If you would like to find out more, we'd love to hear from you.

A women led grassroots charity in southern India is seeking a volunteer accountant to strengthen accounting systems, reporting, budgeting and finance team confidence.

The organisation works with women, children and marginalised communities through programmes focused on empowerment, health advocacy, childcare, education and residential care for children affected by HIV/AIDS.

Much of the organisation’s accounting remains manual and paper based, and financial reports are generally prepared only when requested by donors.

The volunteer will review current finance processes, assess use of accounting software, support budgeting and cashflow tools, introduce simple monthly management accounts, improve donor reporting and provide mentoring to the local finance team.

This would suit a supportive, hands on volunteer who enjoys working closely with smaller grassroots organisations.

Free accommodation, weekday breakfast and lunch, and airport transfers from Madurai Airport can be arranged.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

A growing women’s empowerment social enterprise in Uganda is seeking a volunteer accountant to strengthen budgeting, cashflow forecasting and financial systems.

The organisation supports over 300 women artisans, including single mothers, widows and teenage mothers, through vocational training and income generating opportunities linked to handmade crafts.

As international sales opportunities grow, the organisation wants to ensure its finance processes remain practical, sustainable and fit for purpose.

The volunteer will work with the Founder and Managing Director to review internal processes and controls, support effective use of Zoho Books, review the chart of accounts, improve budgeting and cashflow forecasting, develop simple management reporting tools and support audit preparation.

This would suit a hands on volunteer comfortable working closely with a small local team.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

Two small community based organisations in Malawi are seeking practical finance support to strengthen day to day financial management, reporting and controls.

Both organisations work across vocational training, youth development and livelihoods support, with small local teams and simple finance systems.

The volunteer will work closely with staff to improve budgeting, cashflow management, financial reporting, record keeping, controls and procedures.

This is a very practical grassroots placement, focused on helping local teams build confidence, consistency and simple sustainable systems.

It would suit a collaborative and adaptable volunteer who is comfortable working hands on with small organisations and providing patient, practical mentoring.

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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

A growing NGO in Malawi, working across education, livelihoods, health and environmental sustainability, is seeking a volunteer accountant to strengthen its finance systems.

The organisation has grown significantly and now manages multiple donor funded projects, with annual income of over £1 million. QuickBooks has been introduced, but is not yet fully embedded, and many processes remain manual.

The volunteer will work with the Finance and Administration Manager, wider finance team and senior leadership to review current systems, identify priorities and support practical improvements.

Key areas of support may include QuickBooks, budgeting, forecasting, cashflow, donor reporting, management accounts, internal controls, expenditure verification, audit readiness and mentoring.

This would suit a collaborative and adaptable finance professional who can balance a broad systems review with practical, hands on support.

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Accounting for International Development (AfID) matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.

Treasurer Trustee

Join the Board of Blue Smile 

• Board meetings are held 6 times a year, online

• Finance Committee – meetings are held six times a year, online 

• Occasional in-person meetings/events - including strategy review and planning day once per year, in person 

Salary: Voluntary trustee role (reasonable expenses reimbursed) 
Time Commitment: Approximately 4–6 hours per month 

We are seeking a Treasurer Trustee to join our Board and help ensure the charity remains financially strong, sustainable and able to continue delivering life-changing support to children and young people 

This is an exciting opportunity for a finance professional who wants to use their skills for social impact while contributing to the governance and strategic leadership of a respected local charity. 

About the Role 

As Treasurer Trustee, you will be the Board's lead on financial governance and oversight, working closely with fellow trustees and the Charity Director. The role is strategic rather than operational and focuses on ensuring good financial management, sustainability and compliance. 

You will: 

• Support the Board in understanding and fulfilling its financial responsibilities.

• Chair finance committee meetings. 

• Review management accounts and monitor financial performance.

• Oversee budgeting, reserves and financial planning.

• Help identify and manage financial risks.

• Support the approval of annual accounts and financial reports, including the independent examination. 

• Ensure the charity's resources are used effectively in pursuit of its charitable objectives.

• Contribute to the strategic direction of Blue Smile 

Who We're Looking For 

We would love to hear from you if you have: 

• A professional background in finance, accounting, banking, auditing or financial management.

• Experience of budgeting, financial reporting and financial oversight.

• The ability to communicate financial information clearly to non-financial audiences.

• Strong analytical skills and sound judgement.

• An interest in supporting children's mental health and wellbeing.

• A recognised accountancy qualification (ACA, ACCA, CIMA, CIPFA or equivalent) and/or previous charity experience would be advantageous, but we welcome applications from individuals with transferable financial expertise.

Why Join Blue Smile? 

As a Trustee, you will: 

• Make a lasting difference to children's lives. 

• Use your professional skills to support an established local charity. 

• Gain valuable charity governance experience. 

• Work alongside a committed and supportive Board. 

Our Commitment to Inclusion 

We are committed to building a Board that reflects the diversity of the communities we serve. We welcome applications from people of all backgrounds and particularly encourage applications from individuals from under-represented groups, including people from Black, Asian and minority ethnic communities, LGBTQ+ communities, disabled people and younger trustees.

Safeguarding 

Safeguarding is central to all Blue Smile activities. Trustees will be expected to support and uphold our safeguarding culture and may be required to complete an appropriate DBS check. 

Would you like to join our Board of  Trustees of Sheffield and Rotherham Wildlife Trust?

This year we are looking for three people to join our Board of Trustees at our AGM in October 26.

Trustees of the Sheffield and Rotherham Wildlife Trust (SRWT) are volunteers who together lead the organisation in the planning, resourcing and delivery of its activities, so that it can achieve its charitable objectives.  An enthusiastic, committed and active Board of Trustees, with a good range of knowledge, skills, experience and personal qualities is vital to the healthy and effective running of the organisation.

The Board of Trustees:

• lead the strategic development and planning of the Trust

• develop and adopt appropriate policies

• aim to ensure that the Trust is legally compliant and works to best practice wherever possible

• supports, guides and advises the Trust’s staff and volunteers, especially the CEO and the Executive Team

This year, we are especially keen to hear from people who:

Have expertise, knowledge and experience in one or more of the of the following areas:

• Marketing

• Commercial management, business acumen, profit for purpose experience (with reference to our consultancy)

• Green finance.

• Enterprise development

• Income generation

• Legal experience

• Health, Safety and safeguarding policy and compliance

• Have a good knowledge of communities and/or natural environment in Rotherham

• Can represent more of our diverse community in Sheffield & Rotherham

We are also recruiting for a Trustee to be our Treasurer who will have:

• Professional accounting qualification (e.g. ACA, ACCA, CIMA, AAT)

• Ability to analyse proposals and understand financial consequences

• Understanding of financial risk

Skills & Experience

Trustees should demonstrate some or all of the following:

• Passion for nature

• Interest in and enthusiasm for the work of the Wildlife Trust

• Experience of working as part of a decision-making group, board or committee either in a business or voluntary environment

• Experience or knowledge of the legal requirements of a charity

• Local knowledge of the places in which the Sheffield & Rotherham Wildlife Trust operates

• Experience of financial management and budgeting in a business or voluntary environment 

The following areas of expertise are always welcome on the Board:

• Environmental Law/ Protected species

• Land Management and Conservation 

• Community Outreach and Development

• Education & Training, Working with Children and Young People

• Advocacy & Campaigning

• Research: relevant to the work of the Trust

• Fundraising

Treasurer & Finance Lead (Trustee)

• Role Type: Trustee / Finance
• Time Commitment: 3–4 hours per month (Remote/Flexible)
• Salary: Volunteer (Reimbursed expenses)

About Us:
MINDSET Charity is a brand-new, grassroots, volunteer-led charity based in Ealing, West London. Our mission is to support the mental wellbeing, emotional resilience, and personal growth of local men and boys. Through positive role models, structured mentoring, and growth-mindset coaching, we aim to build a stronger, more supportive community from the ground up.

The Role:
Trust is our currency, and clear financial governance is vital for our survival. We are looking for a Treasurer to join our founding board. You will oversee our financial health, help us set up our community bank account, and ensure we remain fully compliant as we secure our first local grants.

Key Responsibilities:

• Manage the charity's basic bookkeeping and dual-signatory bank account.
• Present simple financial updates at our monthly committee meetings.
• Assist the Charity Manager with budget planning for grant applications (e.g., Ealing Council, National Lottery).
• Prepare the annual financial statement for the committee.

What We Are Looking For:

• A background in accounting, bookkeeping, or financial management.
• Familiarity with spreadsheet tools (Excel/Google Sheets).
• An eye for detail and a commitment to transparency.

We are excited to recieve your completed application, which should include;

1. Your up-to-date CV
2. Cover Letter, stating why you wish to volunteer with us at MINDSET and what you would bring to this volunteer role and to our new start-up charity.

Finance Trustee - Treasurer

Goals 4 Girls is a London based charity dedicated to empowering girls and young women through football, mentoring and leadership development.

We work with girls and young women from underserved communities who face barriers to participation in sport, confidence building and personal development. Through structured programmes delivered in schools and communities, we support girls to build resilience, improve wellbeing and develop leadership skills.

Our programmes combine football participation with mentoring, wellbeing support and access to positive role models. By creating safe, female-focused spaces and strong support networks, we help girls develop confidence both on and off the pitch.

As demand for our work grows, Goals 4 Girls is entering an exciting stage of development, expanding our programmes, building partnerships with leading organisations in sport and business, and increasing our national impact.

To support this growth, we are seeking a Treasurer to join our Board of Trustees, helping guide the organisation’s financial sustainability and long-term strategy.

Role Summary:

Reporting to: Chair of Trustees and the Trustee Board

Working closely with the Chair, CEO & G4G Accountant. 

The Role of Treasurer

The Treasurer is a key member of the Board of Trustees, providing oversight of the charity’s financial health and helping ensure strong financial governance.

Working closely with the Chair, CEO and Board, the Treasurer will support strategic decision-making by ensuring that trustees have clear and accurate financial information and that the charity operates with robust financial controls.

The Treasurer plays an important role in helping the Board balance ambition and growth with responsible financial stewardship.

Key Responsibilities

The Treasurer will:

· Oversee the presentation of budgets, management accounts and annual financial statements to the Board.

· Ensure that appropriate financial systems, controls and procedures are in place.

· Monitor the financial health and sustainability of the organisation.

· Support the development and review of financial policies, including reserves and risk management.

· Provide financial insight to support strategic planning and growth.

· Work with the Chair, CEO, leadership team and with the Goals 4 Girls accountant to ensure effective financial planning and reporting.

· Ensure compliance with Charity Commission, SORP reporting and good governance principles

· Oversee preparation of the charity’s annual accounts and liaise with external accountants or auditors.

· Ensure financial risks are identified and appropriately managed.

· Help build financial understanding across the Board by presenting financial information clearly and accessibly.

Skills and Experience

We are seeking a treasurer with strong charity financial expertise who is motivated by the opportunity to support a growing charity making a positive impact in young people’s lives. Please note that only London-based candidates will be considered and this position requires an enhanced DBS check and two professional references.

The ideal candidate will bring:

Essential

·A professional background in charity finance with at least 5 years post-qualification as an accountant, investment or financial management professional 

· Experience of financial oversight, governance or strategic financial planning in the charity sector

· Strong analytical and strategic thinking skills

· The ability to communicate financial information clearly to non-financial audiences

- An understanding of the Charity Commission requirements relating to finance and governance

Desirable 

Experience of supporting organisational growth or scaling programmes 

· Interest in sport, youth development or gender equality

Most importantly, we are looking for someone who shares our commitment to creating opportunities for girls and young women.

Time Commitment

The Treasurer role is voluntary, with reasonable expenses reimbursed.

Expected commitment:

· Attendance at monthly Board meetings - these are mostly online with the occasional in person Board meeting

· Occasional committee or working group participation where relevant

· Preparation and review of financial information between meetings

The average commitment is approximately 5 –7 hours per month including a one hour monthly Board meeting.

Trustees are appointed for an initial three-year term, with the option of renewal.

Board Culture

Goals 4 Girls is committed to building a diverse and inclusive Board.

We welcome applications from individuals from a wide range of professional backgrounds, communities and lived experiences. We believe diversity strengthens governance and improves the impact of our work.

Why Join Goals 4 Girls

Joining the Trustee Board offers the opportunity to:

· Help shape the future of a growing charity breaking barriers to football for girls and young women 

· Contribute strategic expertise to a value led organisation

· Work alongside an engaged and passionate Board and leadership team

· Support programmes that are creating lasting social impact

How to Apply

To express interest in the Treasurer role, please submit the following documentation:

· A cover letter outlining your interest and relevant experience no longer than 2 A4 sides

· A current CV

Please note that this volunteer role will require two references and an enhanced DBS check 

NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.

Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

· Willingness and ability to devote the necessary time and effort to the role

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

· Understanding of the legal duties, responsibilities and liabilities of Trusteeship

· Ability to work effectively as a member of a team

· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.

Person specification – Treasurer

In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.

· Financial qualifications and experience. 

· A strong understanding of analysing management accounts and forecasting cash flow.

· A strong understanding of creating and monitoring budgets.

· Some experience of charity finance, fundraising and pension schemes. 

· The skills to analyse proposals and understand their financial consequences. 

· A willingness to be available to staff for advice and enquiries on an ad hoc basis.

Role description – Trustee

Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.

In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.

Role description – Treasurer

The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.

In addition to the duties of a Trustee, the duties of the Treasurer are: 

· Chairing the Finance Committee and reporting to the Board.

· Ensuring the financial resources of Age UK Merton meet its present and future needs. 

· Ensuring that Age UK Merton has appropriate reserves and investment policies. 

· Undertaking spot checks on payroll and online payments. 

· Ensuring that appropriate accounting procedures and controls are in place. 

· Advising on the financial implications of Age UK Merton’s strategic plans. 

· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton. 

· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities. 

· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies. 

· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented. 

· Keeping the Board informed about its financial duties and responsibilities. 

· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way. 

Commitment required

Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.

Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.

Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.

In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.

To find out more and to apply

If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.