Chair of the board of trustees volunteer roles

Treasurer for Age Concern Twyford & District

Do you have an interest in helping our charity that supports older people in our community?

If you have a head for financial matters, you could add to and assist our trustees’ management of our finances.                      

Initially set up in 1988, we are an independent local charity (Charitable Incorporated Organisation No. 11163722) that promotes and maintains independent living for older residents in and around our local community. We are not affiliated with any similar organisations, but work closely with other Wokingham Borough-based charities and support organisations.

We provide a Day Centre with activities, lunches and optional take-home meals, activities including arts, singing and dancing, plus a range of support services including assistance with form-filling, handypersons and a listening ear to support families.

In 2024/25, our income was £250k, a small rise on previous years, and our services and facilities remain well-used and very well-appreciated in our community.

The Role

We are a small and collaborative trustee team, working closely with the staff in the centre to provide a service to our local community. Our Board includes some people with experience and skills in the services we provide to older people or other professions, and we’d expect trustees to have empathy with our cause and our beneficiaries. 

Although we’d welcome your financial qualification, that’s not a requirement, as our finances aren’t complex. An understanding of how charity finance works would be beneficial of course, with the ability to communicate financial information clearly, especially to other trustees, being important. Support from our employees is always available, as they will be dealing with the day-to-day finances.

You don’t necessarily need prior experience of charity trusteeship, as advice from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist help as a new trustee, including access to external training.

​We are a charity not a commercial business, but we apply business principles to governing our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board and strongly welcome applications from people from less-represented groups. 

​The focus of a trustee role is strategic, and trustees will not be expected to get involved in the organisation’s operations on a day-to-day basis; however, contact and liaison with other trustees and employees is expected.   

​We ask for about five hours per month, which includes all meetings, discussions, etc., although that time commitment will rise at year-end and for our AGM.
You will need access to digital communications, as some our charity’s business is run that way.

This appointment is being assisted for us by involve Community Services, a charity-support organisation, who can supply you with a detailed Role Description and Skills Specification, and offer advice about trusteeship, even assist your application. Click "Apply Now" below to find out more.

BOARD MEMBER – EAST MIDLANDS, VOLUNTARY, FULL EXPENSES REIMBURSED

· Do you want to be a part of a vibrant and ambitious charity that delivers services to homeless people and others with a range of support needs?

· Do you have expertise in Housing or Finance?

· Do you have ambition to Chair a Board Committee?

· Do you want to contribute to the strategic direction of our successful and expanding organisation?

· Do you have a strong social conscience and the commitment to make a difference?

· If you have the motivation, vision and enthusiasm to join us in this exciting and challenging role, apply today!

Who Are We?

Framework is a registered charity delivering housing support, health, and employment services to people with a diverse range of needs. We assist rough sleepers and those who need help to keep their home. We support excluded youngsters as they make their way into adulthood and those starting or returning to work. We provide access to treatment for people with mental health issues and those using alcohol or substances, and we join up services for homeless people with multiple and complex needs.

Our 70 services across Derbyshire, Leicestershire, Lincolnshire, Nottingham, Nottinghamshire and Sheffield support more than 18,000 people each year and accommodate more than 1,300 people at any one time. Responding to their needs, respecting their choices and empowering them to achieve, we aim to make life better for our service users and those around them.

What We’re Looking For:

We are particularly keen to hear from people with expertise in Housing and Finance a finance/accounting qualification is essential). At least two successful candidates will also become members of the Audit and Risk Management Committee (ARM), with one having future aspirations to become the Chair of the ARM Committee.

By joining our Board of Trustees, you will be working alongside the Senior Leadership Team to navigate an external environment that is challenging and continually changing: budgets for support services have been drastically cut so we have to think carefully about how to create efficiency without compromising on quality.

Are you passionate about Jesus and gospel outreach into London?

Are you looking for a rewarding opportunity to serve as a Trustee or as an Independent Sub-Committee Member?

Then London City Mission would like to hear from you!

London City Mission serves the church of London in sharing the love of God and the good news of Jesus Christ with the communities least likely to hear the Gospel.

One in three people don’t have a Christian friend to invite them to church, open a Bible with them, or tell them the good news of Jesus. We want to see that change. The poor areas of London are incredibly diverse, in fact London is the most ethnically diverse in the world, growing at over 100,000 people a year. The world has come to London – we long to see the Gospel taken to the world by working alongside churches to visit homes and go out into the streets of London with the good news of the Gospel.

Our monthly team gatherings are full of testimonies of how God is working amongst the communities least likely to hear the Gospel, and our deep conviction is that much more needs to be done – and can be done – at this urgent hour for London.

We are seeking to make up to five appointments; a mixture of Trustees (likely time commitment: 10-12 days a year) and Independent Sub-Committee Members (likely time commitment: 4 days a year). Individuals who bring expertise in one or more of the following areas:

Safeguarding – someone with safeguarding expertise who can provide strategic oversight, ensure robust policies and reporting procedures, and champion a culture of safety across the organisation.

HR - someone with HR expertise who can support organisational people practices, strengthen workforce policies, and provide strategic insight on recruitment, performance, and staff wellbeing.

Fundraising – someone with fundraising expertise who can guide income-generation strategy, strengthen donor relationships, and support LCM to diversify and grow its funding base.

Property – someone with professional property expertise who can advise on asset optimisation, and support strategic decisions regarding sales, leases, and maintenance.

Finance – most likely a qualified Accountant with strategic financial leadership skills and a passion to see resources deployed for Kingdom-purpose.

Through these roles the successful candidate will be able to make a difference in London for the salvation of souls and to the glory of God.

We appreciate the rich diversity of our Trustees, Sub-Committee Members and Staff and seek to create a culture where everyone develops and fulfils their potential. We recognise the immense value of different perspectives brought by those with varied backgrounds, characteristics and experiences. We particularly welcome applications from under-represented sections of the community (specifically in our context, individuals of Global Majority Heritage and those at an earlier stage of career).

In order to support greater diversity of experience and career stages, we encourage those earlier in their career to consider an Independent Sub-Committee Member role as a pathway to Trusteeship.

These posts are subject to an occupational requirement that the postholders are practising Christians under Part 1 of Schedule 9 to the Equality Act 2010.

We’re a not-for-profit landlord who have been having a positive impact on young people’s lives for nearly 100 years, by addressing the shortage of affordable rented housing for those working in London.

We’re the only organisation in London that specifically offers accommodation to working young people, many of whom are key workers, in entry level employment who have no other means of support and are unable to stay within their family networks.

Our current flagship residence, HYELM-Old Street, opened in 2008 and provides 125 young workers who cannot afford to rent or buy properties through the private sector, with contemporary, secure, hassle-free accommodation.

This is an exciting time for us. In response to the considerable and growing demand for high quality affordable accommodation, we are exploring several development opportunities to increase the number of young workers who we are able to house.

The Role of a HYELM Board Member is to:

• Play a key role in helping to shape the direction of our organisation. In the shorter term this will include supporting the review of our future strategy, the delivery of new housing and the implementation of our commitment to put our people at the heart of our business.
• Work collectively, with other Board members, oversee our compliance with relevant regulations; quantify & manage current, new & emerging risks that the organisation faces and regularly review our performance and delivery against our Strategic and business plans.

You will be valued for

• Your entrepreneurial spirit to drive HYELM forward whilst also keeping keen prudent control and avoiding any conflicts of interest.
• Your understanding and/or experience in the small charity/business environment.
• Your commitment to work with our very small team to further evolve our organisation to provide a better living environment to young people and key workers.

Ideally, you would be able to support us in bolstering our Board representation with knowledge and experience of finance and accounting as well as IT and Technology.

You’ll be contributing to a great cause.

• You’ll be able to develop and hone your critical thinking, problem-solving and analytical skills as well as develop and gain additional experience in strategic planning.
• You’ll grow your professional networks.
• You’ll be able to access complimentary training, support and attend industry events, conferences, and seminars. If this is your first trusteeship, we will design a bespoke development package to help support you in your new role.

Skills sought: Charity Finance, accounting, AI/Tech

Commitment: 6 meetings per year (4 in person, at our Old Street scheme)

THE OPPORTUNITY

Do you have accountancy or finance skills and experience that you could use to support a charity? Would you like to help make sure people have the right information and support to make informed decisions about their health, wellbeing and care?

Patient Information Forum is looking for a new Trustee with finance skills to join our Board. You could play an important role in shaping our future and strengthening our work.

WHO IS PATIENT INFORMATION FORUM?

The Patient Information Forum (PIF) is the membership body for people working in health information and support. We are the independent voice of UK health information. PIF runs the only quality mark for print and digital health information – the PIF TICK.

WHAT MATTERS TO US

Access for everyone to personalised health information and support so that people feel enabled to make informed decisions about their health and wellbeing.

We believe high-quality information is key to reducing inequalities in health literacy, and we are strongly committed to inclusion. We also tackle misinformation, helping people to recognise trusted, credible sources and tell them apart from misleading or false information.

IF YOU JOIN US…

You'll play an important role in overseeing PIF’s financial health and ensuring that the Board and senior team can make informed, responsible decisions.

The Treasurer’s role is to provide financial leadership and oversight for the charity. This includes reviewing, approving, and presenting budgets, accounts, and financial statements, as well as preparing and delivering clear financial reports to the Board.

You’ll have the opportunity to work with a team of fellow Trustees who bring a wide range of professional experience.

WHO WE’RE LOOKING FOR

We are looking for individuals with an accountancy qualification or equivalent finance knowledge gained by experience. You’ll have high levels of integrity and an eye for detail.

Previous trustee experience isn’t required, and you will be supported into the role through an onboarding and induction process.

We are particularly seeking someone to:

○ guide and advise the Board on the approval of budgets and annual accounts within current legislation

○ keep the Board informed of its statutory financial duties and responsibilities

○ commit to PIF’s, vision and goals. Honesty, integrity, and a commitment to transparency.

Please make sure you read our Candidate Information Pack before applying. It contains important details about the role and our organisation.

Don’t think you quite meet all the specifications? Please don’t count yourself out. We’d still love to learn more about your interest in joining Patient Information Forum!

WHAT’S NEXT?

Eastside People is supporting Patient Information Forum in the recruitment of this role. You can apply today by submitting your CV and Cover Letter.

The closing date for applications is Fri 20 February.

Longlisting interviews with Eastside People will take place shortly after and shortlisted candidates will have an interview with PIF during the week beginning 9 March.

PIF is an equal opportunities organisation. We actively welcome applications from individuals of all backgrounds, cultures, beliefs, and lived experiences. We strive to reflect the diversity of the population and are committed to equity and inclusion at every level of our governance.

We acknowledge every application. You’ll always hear from us after taking the time to apply - we look forward to hearing from you!

We’re looking for a Treasurer who wants to join our friendly and committed Board of Trustees to support and develop the work of Maa Shanti.

About Maa Shanti

We offer practical support, advocacy, emotional support, and activities tailored to the needs of South Asian mothers. Services are available in person, online, or in a blended format, and the team speaks Bengali, Urdu, Hindi and Punjabi to ensure culturally sensitive engagement.

What will you be doing?

Key Responsibilities: 

• To oversee, approve and present all yearly budgets, quarterly and annual accounts and other relevant financial statements.
• Review budgets, accounts, and financial statements in advance of Board meetings.
• Present regular reports on the organisation's financial position.
• Advise fellow Trustees on a regular basis of the financial status of the charity, and where necessary, recommend action.
• Ensure the charity complies with legislative and regulatory requirements with regards to financial matters.
• Maintain sound financial management of the charity’s resources, ensuring expenditure is in line with the agreed budget and investment activities meet accepted standards and policies.

Time Commitment

• Quarterly Board meetings (which are currently held online).
• 2 away days a year. In addition to Board meetings, there will be some ad hoc work support required in between meetings.
• Overall estimated time commitment is 1 day a month.
• Remote/hybrid working offered if needed.

What are we looking for?

You do not need previous governance experience to join the board. We will provide an induction an ongoing support. 

Skills and experience: 

• Practicing finance professional (i.e. Accountant, Finance Manager, Finance Director).
• Ideally you will have charity finance experience.
• Ability to communicate and explain financial information to members of the Board.
• Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.
• Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.
• Effective communication skills and willingness to participate actively in discussion.
• Enthusiasm for the work of Maa Shanti. 

We warmly welcome applications from individuals who bring a wide range of experiences and perspectives to our Board. As a woman only and led-by-and-for organisation, all board members must be women, and at least 90% of the board must come from South Asian backgrounds.

What difference will you make?

Joining Maa Shanti’s Board is an opportunity to be part of a values-led, survivor-centred organisation making a real difference in the lives of women and children affected by domestic abuse. As Treasurer, you will help shape the future of a trusted, community-rooted charity at a time of growth and increasing need. You’ll work alongside a thoughtful, supportive Board and leadership team, contributing your perspective, skills and lived experience to ensure survivors’ voices remain at the heart of everything we do.

Are you able to volunteer some time to make a difference to a national cancer charity?  We are looking for an experienced Executive Assistant that has some time each month to work remotely with occasional in person opportunities if desired, as a volunteer to support the governance of Neuroendocrine Cancer UK.

About the Charity

We exist to address the unmet needs voiced by the neuroendocrine cancer community, supporting patients and their loved ones with the physical and psychological burden of neuroendocrine cancers. Through awareness, research, better funding and support, we can give our community the attention it deserves.

Our vision is for a world in which people know how to recognise, diagnose, treat, care for, and cure patients with neuroendocrine cancer.

We are a Charity driven by strong values of equity, excellence, collaboration, honesty, transparency and integrity         

The Role

We currently have a Board of 7 Trustees that supports the Chief Executive and Leadership Team in the development and implementation of its Strategic Plan and the governance of the charity.  The Board is currently reviewing whether the current governance structure requires some development as the charity continues to grow.

The Executive Assistant to the Board is a new post to assist the smooth operation of the governance of the charity, in particular with the running of Board meetings.

Working remotely, you will assist the Chair and Chief Executive by organising hybrid and remote Board meetings, ensuring agendas are accurate and clear and distributed in a timely manner, confirming attendance, attending meetings remotely and providing summary minutes for approval.

Presently, there are 2 remote Board meetings each year, which last up to 2 hours and an away half day in London, which is a hybrid meeting.  It is likely that the number of meetings will increase to in the region of 5 a year.

You will be able to attend all these meetings remotely, although you will be encouraged to join the away half day meeting, but this will not be mandatory, and your travel and subsistence expenses will be paid.

As the Board embarks on a governance review, you will be given the opportunity to contribute your experience and thoughts to this process and assist the Chair with future Trustee recruitment.

It is envisaged that in addition to attendance of Board meetings, there will be an annual time requirement in the region of 20 to 30 hours a year, managed in your own time.

Skill Sets/Experience

Essential:

· Executive Assistant or Board Secretary experience

· Attention to detail

· Strong organisational skills

· Good verbal and written communication

· Microsoft products including Word, Excel and Forms

· Agenda setting

· Compiling PDFs of reports on shared drives/remote access

· Minute taking

· Remote meetings via Teams and Zoom including assisting with presentations

Desirable:

· Charity/third sector governance

Transform is looking for a new Treasurer to join our board of Trustees!

We are looking for a qualified accountant, preferably with experience in the charity sector; knowledge and experience of the drug sector an advantage.

As we are a small organisation this is quite a hands-on role. You will need:

 To work collaboratively with the CEO, our book-keepers and the auditors to produce annual accounts
and regular financial statements
 Proven accountancy qualifications, budgeting and understanding the finance of small
charities including a working knowledge of xero 
 Ability to translate finances in an easy-to-understand manner for different
stakeholders with less financial knowledge
 Good knowledge of charity governance rules and procedures
 To be passionate about the values and mission of the charity

You will also work closely with the Chair and the Board to ensure we are meeting our
financial objectives
You will be willing to bring experience, enthusiasm and commitment to the role, and be
willing to broaden the diversity of thinking on our board.

About Transform
Transform Drug Policy Foundation is a global leader in developing, and advocating for, more
humane drug policies. Our vision is a world where drug policy contributes to safer and
healthier societies. We want to recruit a treasurer, to oversee income and expenditure of the
organisation, to help drive forward our work.

This is an exciting time in drug policy. Rapid changes in approach are occurring in the UK and
internationally. Transform has a long history of shaping these changes and seeking to ensure
that reform reduces harm, improves social justice and protects public health. Our Anyone’s
Child campaign is a highly effective family-led movement that has had a significant impact
here and abroad. But like so many charities, we are feeling the strain from the cost of giving
crisis and gaining longer-term sustainable funding is essential for the continuation of our
important work. 

We welcome applications from all candidates with the skills and commitment to support the
work of Transform. We especially welcome applications from Black and minority ethnic
candidates as part of our commitment to ensuring a full diversity of experience is reflected in
our work. We are also interested to hear from candidates with personal lived experience
which informs their understanding of the need for drug policy reform.

NFYFC is seeking a trustee with strong finance experience in the charity or not-for-profit sector to join its Board and support delivery of our five-year strategy.

This role combines strategic oversight with hands-on support. Following a sustained operating deficit since the Covid period, NFYFC is focused on strengthening financial sustainability, improving financial discipline, and building long-term resilience. We are looking for a trustee who is willing to roll up their sleeves, work constructively with the Executive team, and help guide the organisation through this recovery phase.

We are seeking a Trustee with expertise in income generation and sustainability to
help guide the charity through its next stage of development.

You will join a committed Board of Trustees who work closely with our small
operational team. Together, we ensure that Tackle remains financially resilient,
strategically focused, and deeply rooted in the lived experiences of those we
support.

Key Responsibilities

• Contribute to the Board’s strategic oversight, particularly around fundraising andl ong-term income development.
• Support the Executive Team to explore and strengthen diverse income streams, including grants, corporate partnerships, individual giving, and trading opportunities.
• Help shape our sustainability plan as we transition from growth to consolidation.
• Champion good governance and ensure that fundraising aligns with our values and ethical standards.
• Act as an ambassador for Tackle, using your networks to open doors, raise awareness, and build partnerships.
• Attend quarterly Board meetings (online and in person) and occasional away days or events.

Salford Women’s Aid is committed to a world where domestic abuse and violence against women and girls is not tolerated, and where women and children can live in safety.

We empower survivors by providing safe spaces in our refuges, and community-based support after they leave.

Salford Women’s Aid provides a range of life saving and life changing services. We put the experiences of survivors at the heart of our work and help amplify their voices. Our specialist staff understand the diverse and complex needs of women and their children – and we are experts in the dynamics of domestic abuse and gender-based violence.

We are committed to enabling people to break free from domestic abuse.

Role Summary

Oversee the charity’s financial risk-management process and report financial health to the board of trustees at regular intervals.

Acts as a counter signatory on applications to funders and working with appointed accountants to ensure that annual accounts are submitted to all relevant regulators in a timely fashion.

Background information:

Harry’s HAT is a UK-based charity focussing on paediatric hydrocephalus. Our mission is to make life better for children and their families who are affected by hydrocephalus. We work towards this aim through:

• Awareness: raising awareness of paediatric hydrocephalus through workshops and training.

• Research: supporting research and funding training (for front-line medical, health and social care workers) to increase understanding of the condition.

• Signposting and support: directing families affected by the condition to organisations that can offer support, advice and guidance and by providing access to our peer-to-peer programme. We do not, however, provide advocacy.

We currently have a vacancy on our Trustee Board for an individual with experience in fundraising and income generation. The Charity is ambitious about extending its reach and ensuring that more families and professionals can benefit from our work. To achieve this, we recognise the importance of growing and diversifying our income.

Key responsibilities of the role:

• Actively participating in Trustee Board meetings.

• Attending quarterly Fundraising and Risk Group meetings, held in the evening for approximately 1.5 hours.

• Working closely with the CEO to support the fundraising pipeline and to ensure all grant applications complement the mission and values of the charity.

• Working with the CEO and other Trustees to strengthen the charity’s fundraising strategy and ensure it aligns with our long-term goals.

• Supporting the development of sustainable income streams, including grants, corporate partnerships, individual giving, and community fundraising.

• Providing ad-hoc input on subjects raised by the Trustee, staff, and volunteer teams.

• Voting on grant applications from medical professionals and clinical researchers. Trustee would also be able to participate in specific projects if they wished to.

Required skills and experience:

The ideal candidate will have experience of fundraising or income generation in a charity or relevant setting. The key attributes for the role are as follows:

• Knowledge of different fundraising approaches such as grants, corporate partnerships, or community fundraising.

• Strong interpersonal and communication skills.

• Ability to display sound judgement and objectivity.
• Experience of working in partnership with healthcare or other relevant organisations or programmes.

• Clear understanding of the importance of safeguarding.

• Discretion when working with sensitive information, and strict adherence to confidentiality when required. Time commitment

• Attendance at six Trustee Board meetings per year (usually Sunday evenings, 18:00–19:30, via Teams).

• Attendance at quarterly Fundraising and Risk Group meetings (1.5 hours, evening).

• Attendance at two 1-2-1 meetings per year with the Chair of Trustees.

• Participation in the AGM and other relevant meetings as needed.

• Timely responses to communications from Trustees, staff, and volunteers.

• Completion of mandatory online training modules. Term and remuneration

• The initial term is 1–3 years, which can be extended by agreement.

• This is a voluntary role. Out-of-pocket expenses will be reimbursed.

• All new Trustees, including the Vice Chair, will serve a 3-month probation period.

#trustee #fundraising 

Education for Health Trustee: Finance and Risk

Education for Health is a charity that aims to improve the lives of people with long term physical and mental health conditions by providing high quality education to health care professionals and others who support them.

We are seeking a new Finance Trustee to join our Board. A financial qualification is required and a background or interest in healthcare and/or education and an understanding of charity finances would be an advantage but not essential.

The Board meet four times a year and this Trustee would also be a member of the Finance Audit and Risk Committee (FARC) which meets four times per year. It is anticipated that this Trustee would take on the chairing of FARC after a period of induction. Meetings are a mixture of in person and on line. The role is voluntary but we pay travel expenses.

The post holder will play a key role in reviewing budgets, financial reports, and risk management, ensuring we remain sustainable and compliant. They will work closely with fellow trustees and the executive team to provide insight and support where needed.

Trustees are responsible for the overall governance and strategic direction of Education for Health and for developing the organisation’s aims, objectives and goals, whist operating within financial, legal and regulatory guidelines.

Education for Health - Educating Healthcare Professionals

Position Title: Treasurer Trustee

Location: Hope Nottingham CIO

Reports To: Board of Trustees

Term: 3 year term up to a maximum of 3 terms

Time Commitment: Bi-monthly evening Board Meetings in Beeston, Nottingham. Monthly review of financial reports, ongoing auditing through spot checks. Bi-monthly finance sub committee meetings, can be online or in person in day or evening to suit the right candidate.

Hope Nottingham began as a small drop-in café, with a dozen volunteers in 2010. It has now grown to encompass 2 community hubs, a network of foodbanks, with eleven staff and 350+ volunteers. We support communities across Nottingham, seeking to offer holistic and life changing support to thousands of people. We hold the East & West Nottingham Trussell franchise and partner with many churches and organisations such as Citizens Advice.

If you are looking to make a real difference in your community, this could be the opportunity for you! Now in our 15th year, Hope Nottingham seeks a new Treasurer.  With the other Trustees, you will be responsible for our overall governance, strategic direction, and our financial health and activities. Whether you are an experienced Trustee, or wanting to take your first step at Board level, we are particularly keen to recruit members of the local community with financial skills.  We have a strong Senior Leadership team, are in a good position financially and have recently invested in an external independent financial review, with the need for a Treasurer being the main recommendation. Could you be the right person to join our team?  We are a Christian charity but welcome those of all faiths or none, we just ask that you will uphold our Christian values. We are also always looking to increase the diversity of our board.

Overview of role

The Treasurer is a key member of the Board of Trustees. In addition to their general trustee duties, they are responsible for overseeing the financial governance and health of the charity. This includes ensuring (via auditing and review) that the charity's finances are well-managed, transparent, and in compliance with legal and regulatory requirements. The Treasurer works closely with the Chief Executive Officer, and other members of the Board to ensure sound financial planning, risk management, and reporting. The Treasurer also leads the Finance Committee and reports to the trustees on all financial aspects of Hope.

Key Responsibilities (with specific tasks highlighted in italics)

1. Financial Oversight and Governance

• Ensure the charity has appropriate financial policies and procedures in place to safeguard its financial resources.Review the financial controls policy and manual at least annually
• Keep the Board informed of its financial duties and responsibilities
• Provide leadership in setting and maintaining high standards of financial governance and accountability.
• Ensure the charity operates within its budget and is managing resources efficiently, while safeguarding its long-term financial sustainability. Review of monthly financial reports with the CEO before the Finance Committee meeting.
• Act as a bank signatory and oversee banking procedures  Authorise payments as required, review bank reconciliations and approve mandate changes

2. Budgeting and Financial Planning

• Oversee and approve the annual budgeting process, ensuring that financial planning supports the charity’s strategic goals. Review and input into annual draft budget with CEO and finance committee members
• Provide advice and guidance to the Board on financial matters, helping trustees to understand financial reports and implications of financial decisions. Input into finance sub-committee meeting and report back to Board
• Review and approve the budget and financial forecasts, ensuring they align with the charity’s priorities and objectives and financial position. Review performance against budget through the year via monthly financial reports

3. Financial Reporting

• Oversee the preparation of regular financial reports ensuring they are accurate, timely, and in line with the charity’s financial policy.  Review financial reports presented by CEO before discussing at the Finance Committee meeting and presenting a summary report to the trustees
• Present financial updates to the Board of Trustees, highlighting any concerns or issues that need attention.

4. Audit and Compliance

• Monitor cash flow, income, and expenditure, ensuring that the charity remains financially solvent and sustainable.
• Oversee Quick Books access  Treasurer has administrator level access and approves users and their access
• Oversee bank reconciliationsCEO completes reconciliation after end of month and informs Treasurer for their sign off
• Oversee the payroll process to ensure staff payments, PAYE and pension are processed and reported as required CEO will report by exception as payments generally do not change save for contract or pay change, minimal overtime. Treasurer has access to BrightPay and TPT Pension portal and can view any documents there.  
• Oversee the annual audit process, liaising with external auditors when required and ensuring the charity’s financial statements are audited in a timely and accurate manner.  A shared mailbox is used for all audit communications to keep Finance Committee in loop of any queries. Any meeting with auditor, Treasurer to attend.
• Review the audited financial statements for accuracy and recommend their approval to the Board at the Annual General Meeting. Draw attention to important points in an easily understandable way and sign off when audit is completed by the external auditors
• Ensure compliance with all relevant laws and regulations, including charity law, tax law, and Charity SORP financial reporting standards, including charity accounts being kept up to date on Charities Commission website. Review and keep up to date with Charity SORP requirements

5. Risk Management

• Identify financial risks and develop strategies to mitigate them.Review Financial risks on risk register quarterly and as part of finance sub committee
• Ensure that the charity has appropriate insurance and other safeguards in place to protect its assets. Review insurance requirements with the CEO a month before renewal date to ensure we have adequate cover in place and to obtain alternative quotes if appropriate
• Advise the Board on the management of financial risks and any significant financial challenges facing the charity.
• Review any substantial or complex grant terms

6. Fundraising and Income Generation

• Input into and provide financial oversight of fundraising activities and income generation strategies, ensuring they align with the charity’s financial goals. Input into and review fundraising strategy and review effectiveness on quarterly basis
• Advise on the viability of fundraising campaigns and the allocation of resources to maximise financial returns. 
• Assist in ensuring that fundraising activities comply with legal and regulatory requirements.

7. Financial Strategy and Sustainability

• Contribute to the long-term financial strategy of the charity, helping to ensure its financial sustainability.
• Ensure the charity has an appropriate reserves policy Review reserves policy and reserves calculation annually
• Advise on diversification of income streams and opportunities to strengthen the charity’s financial position. Review income streams quarterly to highlight opportunities or risks e.g. individual / corporate / grants
• Help develop investment strategies and manage assets in line with the charity’s financial objectives, legal responsibilities and values. Review bank interest rates annually. CEO to notify on changes to interest rates or bank charges as received

8. Chair the Finance Sub-Committee

• Act as the Chair of the Finance Sub-Committee, leading agenda, discussions and decision-making on financial matters. A pre-meeting with the CEO and treasurer is required so fully informed in advance of committee meeting.
• Ensure that the Finance Sub-Committee operates effectively, reporting regularly to the full Board.