Community matters finance officer volunteer roles

Finance Lay Trustee

The Finance Lay Trustee will provide strategic financial and commercial leadership to RCOT, ensuring robust governance, financial sustainability and effective oversight of commercial initiatives. As the lead trustee on financial matters, you’ll guide the Board’s understanding of financial strategy, risk and performance, and act as a key link between the Board and the Audit, Investment and Risk Committee (by sitting as a member and/or Chair of the Committee). Your insight will help shape RCOT’s long-term financial health and its ability to deliver on its mission.

We’re seeking a senior finance professional with board-level experience or significant experience reporting to boards. You will bring deep expertise in financial strategy, as well as experience in one or more of: commercial
operations; regulatory compliance; or not-forprofit organisations. You will be confident in interpreting complex financial information and communicating it clearly to non-finance colleagues, and you will take a collaborative,
values-led approach to inclusive and purpose-led leadership.

To view the role profile please click on this Finance Lay Trustee | RCOT 

To apply, please submit a CV and suitability statement aligned with the role profile with no more than 600 words, via this Finance Lay Trustee | RCOT  by Sunday 15 February 2026.

Membership and Community Lay trustee

The Membership and Community Lay Trustee provides strategic oversight and expert guidance on membership growth, engagement and community development. Workingalongside fellow trustees, you will support the organisation to build a vibrant, inclusive and sustainable professional community, that reflects its values and supports its charitable purpose. Acting as a critical friend to management, you will help shape policy, identify opportunities and risks, and support strategies that strengthen member value, retention and participation.

We’re seeking a senior professional with experience in membership strategy, stakeholder engagement or community development, ideally with board-level experience or experience advising boards or working at a similar strategic level.
You will bring insight into how professional communities thrive, how member needs evolve, and how digital and
data-driven approaches can support engagement and growth. Experience developing and evaluating membership models, including subscription-based approaches, is highly desirable. Experience within a regulated, professional or charitable membership environment is also desirable.

A collaborative approach, high integrity, and alignment with the organisation’s vision and values are essential.

To view the role profile please click on this Membership and Community Lay Trustee| RCOT 

To apply, please submit a CV and suitability statement aligned with the role profile with no more than 600 words, via this Membership and Community Lay Trustee| RCOT by Sunday 15 February 2026.

The Social Supermarket Initiative (SSI) is a community-led social enterprise tackling food insecurity and promoting sustainable community growth through our affordable supermarket model, outreach programmes, and ethical partnerships. We are seeking a Volunteer Fundraising Officer to support SSI’s financial sustainability and growth. This role will focus on securing funding through grant writing, donor engagement, and community fundraising initiatives, ensuring SSI can continue delivering its mission and expanding its social impact.

Key Responsibilities

• Identify, research, and pursue grant opportunities, donor funding, and community fundraising streams.

• Develop high-quality, persuasive, and compliant funding proposals and applications.

• Maintain SSI’s funding tracker, calendar, and reporting systems.

• Build and maintain relationships with funders, local partners, and community stakeholders.

• Support outcome and impact reporting to funders and the board.

• Contribute to SSI’s fundraising strategy and advise on opportunities for growth.

Core Duties

• Ensure fundraising and grant activities align with SSI’s mission and compliance standards.

• Exercise professionalism, diligence, and integrity in all fundraising matters.

• Safeguard financial accuracy and transparency in proposals and reports.

• Collaborate with internal teams to gather data, stories, and supporting evidence for applications.

• Create compelling marketing materials to promote fundraising initiatives across various channels.

• Join working groups or project committees related to fundraising and development.

Expectations of the Role

• Attend and contribute to team meetings and planning sessions.

• Stay informed about trends in funding, social enterprise, and community development.

• Participate in project groups or campaigns where relevant to fundraising objectives.

• Maintain confidentiality and uphold SSI’s ethical standards, including diversity and inclusion.

About You

Essential

• Commitment to SSI’s mission and community impact.

• Strong communication, collaboration, and organisational skills.

• Experience in fundraising, grant writing, or donor management.

• Solutions-driven mindset, with attention to detail and accuracy in proposals and budgets.
   

Desirable

• Knowledge of social enterprise, food systems, sustainability, or community engagement.

• Understanding of finance, governance, or nonprofit operations.

• Lived experience of food insecurity or involvement in community-led initiatives.

What We Offer

• Opportunity to contribute to a purpose-driven social enterprise with measurable community impact.

• Hands-on experience in fundraising, grant writing, and donor management.

• Networking opportunities through community events and partnerships.

• Reimbursement of reasonable travel and meeting expenses.

• Training and professional development to support growth and impact on SSI’s mission.

How to Apply

Please send your CV (max 2 pages) and a short statement (max 300 words) outlining your interest in the role and relevant experience.

This Role Connects Financial Oversight With Fundraising Impact

At Tell My Truth and Shame the Devil C.I.C., every donation, grant, and sponsorship contributes to real-world change. The Finance Liaison Officer ensures that the C.I.C’s fundraising income, allocations, and financial reporting are accurate, transparent, and actionable, serving both operational needs and strategic decision-making. You will act as the bridge between fundraising activities and financial accountability, ensuring resources are optimally managed to maximise impact. This is not a generic bookkeeping role. It is strategic, operational, and central to C.I.C sustainability.

Purpose of the Role

This role exists to:

• Monitor and reconcile fundraising income, donations, sponsorships, and grant payments
• Coordinate financial reporting with the Fundraising Director, Data Officer, and other relevant teams
• Ensure compliance with financial regulations, safeguarding, and CIC policies
• Support budgeting, forecasting, and resource allocation for campaigns and projects
• Provide financial insights to inform fundraising strategy and decision-making
• Help maintain accurate, auditable records for transparency and accountability

You are the guardian of financial integrity for all fundraising activities.

Why This Role Matters

Accurate and transparent financial management:

• Builds trust with donors, sponsors, and partners
• Ensures funds are allocated ethically and efficiently
• Enables strategic growth and sustainable operations

Without this role, financial oversight risks errors, inefficiency, or reputational harm. With it, the CIC can operate with confidence, clarity, and credibility.

About the role:

To manage and reconcile all income streams, track donations and grants, and provide accurate financial reporting, ensuring compliance with C.I.C policies, safeguarding, statutory requirements, and supporting effective fundraising and organisational decision-making.

Experience Qualification and Requirements

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or CIC financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes.

Desirable / Can Be Developed

• Experience integrating financial data with donor CRM or data systems.
• Familiarity with grant funding or sponsorship reporting.
• Experience working in volunteer-led or grassroots organisations.
• Ability to contribute to financial process improvement.

Qualifications

• Formal qualifications not required.
• Equivalent professional experience in finance, accounting, or bookkeeping is highly valued.

Main Responsibilities/ Key Duties

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or C.I.C financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes

What You Gain

• Founding-level experience in financial oversight for a high-impact C.I.C
• Strategic insight into fundraising, resource allocation, and operational finance
• Leadership exposure in cross-functional collaboration
• Priority consideration for future paid roles
• Direct contribution to community empowerment and sustainable growth

This role builds financial stewardship, strategic planning and ethical management skills.

This role is not suitable if you:

• Prefer low-responsibility volunteer work
• Avoid handling sensitive financial data
• Are seeking immediate paid employment
• Are uncomfortable applying finance to ethical decision-making

Important to be clear:

• This is a volunteer role during the C.I.C’s build phase
• It carries real responsibility for financial integrity and accountability
• Paid roles will emerge as funding and sustainability allows

Formal qualifications are not required, but desirable.
Essential equivalent experience mandatory.

Next Steps:

Shortlisted applicants will be invited to:

• A values-led conversation
• A practical discussion about event planning, coordination, and execution

If you believe that well-organised, purposeful events can change communities, and that experiences inspire action, this role is for you.

A Final Word
Transparency is protection.

If you know that:

• Money must serve the mission
• Accountability builds trust
• Strong systems protect vulnerable people

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.

ChatGPT said:

Who They Are
Kensington and Chelsea Social Council (KCSC) serves as the Council for Voluntary Services for the Royal Borough of Kensington and Chelsea. Its vision is to see powerful, engaged communities driving meaningful change, and its mission is to strengthen and champion both local communities and the voluntary and community sector.

KCSC is a membership organisation, registered as a charity and a limited company. It represents around 600 voluntary and community organisations and provides a wide range of services designed to support, connect, and advocate for its members.

The Role
KCSC is seeking individuals with skills and experience in one or more of the following areas:

• Senior leadership (CEO, Director and/or Chair)

• Financial management or accountancy

• Equity, Diversity and Inclusion

• Community development

• Cultural change or change management

• Economic development

• Environmental or sustainability matters

• Charity law

• Human Resources

Expressions of interest are welcomed from those who can contribute to KCSC’s strategic direction and help strengthen the local voluntary and community sector.

Taunton Brewhouse is looking for trustees from all backgrounds.  Key is sharing our vision for a bold, brilliant cultural venue in Taunton, adding to our existing skills and expedrience and prepared to to play an active role in meeting the challenges ahead.

If you have experience in general management and/or in HR, marketing or fundraising do get in touch.   We also seek a lead trustee on finance - please see separate announcement.

As a trustee, you'll share responsibility for:

• agreeing strategy and goals for Taunton Brewhouse
• appointing and setting salaries for senior management
• giving oversight and support to management
• paying attention to financial management
• ensuring due diligence in all regulatory matters including safe-guarding
• ensuring a robust approach to management of risk.

You'll attend Board meeting although much work is carried out in projects or committees.  You'll be an ambassador for Taunton Brewhouse and support our wider endeavours through attending press and community events.

There are 5 formal meetings pa held in evenings at Taunton Brewhouse.  Other meetings are generally in the day and are organised around the diaries of those involved.  We also aim for an annual 'away-day' to enable trustees time to reflect, plan and develop the organisation and themselves.

Please note that exceptional expenses are paid by prior agreement.

We aim to be in touch quickly both those who make a full application and those who prefer an informal initial discussion. 

Volunteer Grant Officer

Southwark Tenants’ Federation – Grassroots Housing Advice Charity

Location: Southwark / Remote (hybrid available)
Time commitment: Flexible (approx. 4–8 hours per week)
Contract: Volunteer

About Us

We are a small grassroots charity based in Southwark and the only surviving tenants’ federation in London. For decades, we have supported tenants and residents to defend their housing rights, challenge poor conditions, and have a collective voice in decisions that affect their homes and communities.

Our social housing advice service supports people facing homelessness, disrepair, evictions, and housing management issues, with a strong focus on empowerment and tenant-led action.

The Role

We are seeking a Volunteer Grant Officer to help us secure funding to sustain and grow our vital work. This role is crucial to keeping an independent, tenant-led voice alive in London.

You will work closely with a small, committed team and help ensure our advice service remains accessible to local residents.

Key Responsibilities

• Research grant funding opportunities suitable for a grassroots, tenant-led organisation
• Draft and submit grant applications to trusts, foundations, and statutory funders
• Maintain a simple funding pipeline and track deadlines
• Work with staff and volunteers to gather service data, outcomes, and case studies
• Assist with basic funder monitoring and reporting

About You

Essential:

• Strong written communication skills
• Good organisational skills and reliability
• Commitment to social justice and housing rights

Desirable (but not essential):

• Experience of grant writing or fundraising
• Knowledge of social housing, tenant organisations, or advice services

We particularly welcome applications from people with lived experience of social housing.

What We Offer

• Flexible volunteering hours
• Support, supervision, and guidance
• The opportunity to contribute to a unique and historic tenant-led organisation
• Experience in grant writing within the voluntary and housing sectors
• References provided where appropriate

Help shape the future of rural Cambridgeshire and Peterborough

Cambridgeshire ACRE is seeking committed and capable individuals to join our Board of Trustees. As a trustee, you will provide strategic direction and governance and financial oversight, while ensuring that our well-established rural charity continues to respond to the needs of the people and the communities we serve.

We are particularly keen to hear from people with experience in finance, digital systems and cyber security, environmental management or rural housing. No previous trustee experience is needed, and we welcome applications from anyone who shares our purpose and brings a fresh perspective.

Trustees are required to attend five board meetings a year, contribute to one of our committees, and join our annual away day. Reasonable expenses are reimbursed.

For over a century we have supported rural communities. We are now delivering our 2025 - 2028 strategy to strengthen our role as a trusted voice across Cambridgeshire and Peterborough.

Apply by: Monday 6 February 2026

We are currently recruiting for the following Trustees:

• Finance Trustee
• Service Delivery Trustee
• Fundraising Trustees

As a Trustee, you will play a key role in shaping the strategic direction of MindTHNR, ensuring strong governance, and supporting our mission to provide inclusive, accessible, and culturally competent mental health services. You will be joining a passionate and committed Board that works closely with our Chief Executive and leadership team to ensure we remain impactful, sustainable, and aligned with our values. To see more about our existing trustees click here.

The responsibilities for all Trustee roles are to:

• Uphold charity law, governing documents, and safeguard the organisation’s assets, reputation, and beneficiaries.
• Actively contribute to setting direction, monitoring performance, and supporting/challenging the Chief Executive and Leadership Team.
• Attend quarterly Board meetings, use your skills to inform decisions, and uphold the charity’s values of inclusion, integrity, and transparency.

See the recruitment pack for full details and information on what we are looking for each individual position.

We are hoping to interview in February but will keep the advert open until all roles are filled

Do you have experience in digital and social media? Can you help us improve our communications and raise the profile of the work we do?

We are seeking an expert, creative Volunteer Digital and Social Media Lead. You will help us promote our programmes supporting people in prison and young people at risk of entering the justice system, as well as our Community Bike Shop, which funds and strengthens this work.

What you’ll do:

• Design and schedule engaging posts, stories, and reels across Instagram, Facebook, TikTok, and more to grow our audience.

• Develop strategies for viral campaigns and collaborations to boost awareness and donations and share your expertise with our team.

• Analyse metrics (engagement, reach, growth) and refine tactics based on what resonates.

• Create eye-catching visuals using tools like Canva.

• Update our website as required and make suggestions for improvements.

• Work with our expert Trustee to consider how we can use online retail platforms to sell our refurbished bikes.

What we’ll provide:

· Creative freedom within agreed priorities and tone of voice.

· Access to the right tools plus shared photos, stories and impact stats.

· A named contact, light-touch sign-off, and occasional check-ins to remove blockers.

Time commitment: we’ll agree a realistic scope with the right volunteer based on their availability.

Reasonable agreed expenses will be paid.

Thank you

Mark Flannagan
Chief Executive

About us

UpCycle, works with individuals in prisons and young people at risk in marginalised communities.  We use bicycle maintenance workshops to help build life skills, enhance employability, prevent offending and reoffending, and foster social reintegration.  We also offer lead rides, bike fit-it sessions and other ways to engage with vulnerable people.

In prisons

· We delivered 956 un-refurbished bikes and received back 768 refurbished bikes across eight prisons and one Young Offenders Institution, training over 238 individuals.

In the Community

· Over 1034 bikes were donated to our Community Bike Shop, of those we refurbished and distributed more than 612 to underserved communities locally and overseas.

· Workshops in Bradford engaged 361 participants in diverse cycling-related activities across the area.

· "Bike to the Future" and other initiatives reached 220 young people with more complex needs.

Inclusive Boards is delighted to support Scope in their search to appoint two new Trustees. 

Scope is the UK’s disability equality charity. They campaign to transform attitudes to disability, tackle injustice and inspire action. They create opportunities and provide information and support that empowers.

About Scope

Scope wants a society where all disabled people enjoy equality and fairness. We provide practical advice and emotional support to people and families who need it most. We use our collective power to deliver social change and end injustice for disabled people. We do this by working to change attitudes. We inspire policy change, by both local and national government. We work with organisations as employers and product or service providers. Our shops are at the heart of communities around the country, each one increasing impact. Last year, we supported over 4 million disabled people through our services, our online advice and online community forum. This also importantly gives us the authority to speak to power on behalf of disabled people and their families across the country.

Scope’s new strategy was approved by the Board in 2023 and focuses on achieving seismic change for and with disabled people and their families. We want to build on the impact we have achieved over the last few years. We want to go further in driving social change, achieving equality for all disabled people. Our work is underpinned by our commitment to diversity and inclusion in everything we do, and our values. We are pioneering, courageous, connected, fair and open.

About the Trustee opportunities:

Scope is seeking to strengthen the Trustee Board further and want to welcome 2 new Trustees with expertise in the following areas:

• A qualified accountant with audit/risk or governance experience
• Fundraising

Trustees act as ambassadors for the organisation, engaging with stakeholders such as donors, volunteers, and beneficiaries. They foster relationships, build networks, and advocate for the organisation’s mission, enhancing its visibility and impact.

The Trustees we appoint will work closely with other Trustees, the Chief Executive and the Executive Leadership Team. Together they will oversee the delivery of our ambitious new strategy. They must be committed to equality, and to involving disabled people in decision making.

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.

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.