Assistant management accountant fundraising volunteer roles

We’re seeking committed new trustees to help guide a small but ambitious charity supporting children and young people with cerebral palsy, ensuring our funds deliver meaningful, life-changing impact.

Our Board is made up of a small, committed group of trustees who bring a mix of professional expertise and personal connection to our cause. Together, we oversee a grant-making charity that has a long heritage and a clear ambition: to increase our income and ensure we can support more children and young people with cerebral palsy in meaningful, practical ways.

Like many small charities, our challenge is balancing strong governance with growth. We are financially stable and well run, but we want to think more strategically about our future: how we prioritise funding, how we grow awareness and income, and how we ensure every grant we make delivers real, lasting benefit for families. The new trustee will play an active role in shaping these conversations and helping the Board move confidently from steady state to sustainable growth.

The role is hands-on and collaborative. Trustees are expected to attend four board meetings a year, contribute thoughtfully to discussion and decision-making, and engage between meetings when specific issues arise. Depending on interest and experience, the new trustee may also be invited to take a lead role in an area of work or join a small working group, for example around fundraising development, investment oversight, or grant assessment.

This is an opportunity to influence how limited charitable funds are used where they matter most. Trustees are directly involved in decisions that enable children to access therapy, specialist equipment, and support that may not otherwise be available. For someone who wants to make a tangible difference, this is a role where your contribution can be clearly seen in the lives of the children and families we support.

The Board values open discussion, shared responsibility, and a supportive culture, making this an especially rewarding role for someone who wants their time and judgement to have genuine impact.

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
• 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).
• 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 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 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 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

must have charity sector experience
 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