Corporate account manager volunteer roles in Liverpool

Closing Date:

We are reviewing applications on a rolling basis and applications will be reviewed as they are received.

The Role:

We are currently seeking a Finance Trustee to join our Board as Treasurer. It’s a voluntary role that requires a committed individual with financial expertise to take a collaborative approach, supporting our Trustees, our Head of Finance and Governance, and our management team to oversee the financial affairs of our charity and ensure that they are legal, constitutional, and within accepted accounting practice.

Our Organisation:

Greener and Cleaner delivers locally but thinks, and influences, nationally. Our vision is greener, healthier, better connected communities across the UK. We seek to achieve this through normalising 360-degree sustainable living, bringing the community together to make changes that can deliver a big impact. We have a non-judgemental peer-to-peer approach, so that all elements of the community feel empowered to take action in how they live, work, and play and in how they use their voice to push for change.

Treasurer Role:

The primary role is to ensure alongside other Trustees that they accept ultimate responsibility for the affairs of G&C and ensure that it is solvent, well run, and delivering the charitable outcomes for which it has been set up. As well as fulfilling the duties of a Trustee, the Treasurer ensures that effective and appropriate financial measures, controls, and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

• Overseeing the presentation of budgets, internal management accounts, and annual financial statements, as produced by the finance team or others where appropriate, to the Board of Trustees
• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place. 
• Liaising with any paid staff about financial matters, as appropriate.
• Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management. 
• Overseeing financial controls and adherence to systems. 
• Drawing any major financial concerns to the attention of the trustee and the management team.
• Ensuring that the charity has appropriate reserves in line with its reserves policy, and monitoring and advising on the financial viability of the charity. 
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.
• Ensuring that the charity has an appropriate investment policy and that investments and assets are maximised.
• Leading on the appointment of and liaison with external auditors. 
• Overseeing the development and implementation of systems for appraising, mitigating, and reporting corporate risk. 
• Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies – for example, the Charity Commission and/or the Registrar of Companies.
• Keeping the board informed about its financial duties and responsibilities.
• Supporting other Trustees in understanding the charity’s financial position and decision making.
• Contributing to the fundraising strategy of the charity and its ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

The Person We’re Looking For:

• A finance professional with a firm understanding of charity finance and some experience of fundraising and pension schemes.
• Knowledge of charity fundraising, bid writing, and/or other income generation and/or securing funding through creation or leveraging of partnerships and networks (at a national or local level).
• A strategic thinker with an ability to balance risk and opportunity and the skills to analyse proposals and examine their financial consequences.
• Clear communicator with the ability to explain financial information to members of the Board and other stakeholders.
• Willing to play an active role in areas such as forecasting, setting budgets, and liaising with auditors.

In addition, the Treasurer will also have the responsibilities and qualities of all Trustees.

Responsibilities of All Trustees:

• Demonstrating a commitment to G&C’s objectives
• Contributing to setting the strategic goals and monitoring performance by active participation in Board discussions and decision-making
• Actively assisting the charity to build their connections and partnerships for the purposes of most effectively delivering their goals and fundraising
• Ensuring that G&C complies with its governing documents, the law, and all other relevant documentation
• Helping to identify risks and ensuring appropriate controls are in place
• Helping the Board to make sound decisions by making available their own personal knowledge and experience
• Assisting the Chair to appoint and appraise the performance of the Senior Leadership Team members
• Sharing relevant skills and expertise with the Senior Leadership Team members
• Making all reasonable efforts to attend Board meetings, away days, development meetings, publicity events, and other such public functions as requested by the Chair
• Ensuring the charity’s focus on equality, diversity, and inclusion remains at the heart of its strategy and delivery

Trustee Person Specification:

In addition to the Treasurer role specific above, our Trustees will ideally also demonstrate the following:

• A commitment to the objectives and activities of G&C
• A willingness to devote time and effort to G&C beyond attending board meetings
• Have strategic vision, an ability to think creatively, and an appropriate level of financial literacy
• Understanding of and acceptance of the legal duties, responsibilities, and liabilities of their position
• Have good independent judgement
• Be willing to effectively act as part of a team
• Adhere to the Nolan Principles of public office: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership
• A willingness to allow the Employee/s to make reasonable decisions and to act within the limits prescribed by the Board

To Apply:

To see the full job advertisement with details on how to apply, and to learn more about the role and our organisation, please see the attached supporting documents.

The role of a Treasurer is an unpaid, voting role sitting on the UK Board of Trustees and reporting to the Chair of Trustees. In line with our policy, all trustees initially start in a non-voting advisor role to ensure that both they and the board are happy to formalise the trusteeship before transitioning to a full voting trustee position.

The Treasurer will work with the UK Operations Manager and the UK board of trustees to share the responsibility for overseeing the financial health and sustainability of Sreepur Village and will liaise with the Overseas Director based in Sreepur Village.

Treasurer Role

· Oversee the financial affairs and ensure they are legal, constitutional and within accepted accounting practice 

· Review the appointment of new auditors and work to ensure financial reports are clear and timely 

· Hold monthly budget review meetings with the UK Operations Manager to oversee accounting and financial controls

· Ensure appropriate risk management is in place and is reviewed by the board on a regular basis

· Introduce new financial forecasting and reporting systems and ensure protocols and processes are appropriate

· Be main point of contact with the investment fund managers and oversee investment policy

Governance Role

• Contribute to the strategic planning process
• Be an ambassador for Sreepur Village representing the organisation and linking it to its stakeholders.
• Attend at least three meetings a year (virtual or in person) or as advised by the Chair of Trustees if the number of meetings changes.
• Attend or host fundraising events, where possible.
• Respond to emails and other correspondence within five working days or an agreed time frame

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Further information can be found in the recruitment pack (attached).

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in March (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

Please use the following contact details for any questions or queries you may have about the role or the charity:

info at ddmcphail dot org

Grand Union Orchestra is a music-led charity that brings together world-class artists and diverse communities to create powerful, socially engaged work through collaborative, cross-cultural performances. Through a wide range of productions, recordings, and educational programmes, we celebrate cultural heritage while empowering new generations of artists.

As we enter 2026, we are embarking on a new structure to expand our impact and define a long-term strategy to create new live music, foster creativity, and stand up against intolerance.

As a Trustee, you will play a pivotal part in ensuring the charity is meeting its goals and has a solid operational base.  We are looking for candidates to take an active role, and share expertise in income-generation, marketing, communications and community engagement. 

We would particularly welcome applications for the role of Treasurer to take responsibility for overseeing our finances, and helping with budgeting and management accounts. Knowledge of Charity finance would be extremely beneficial to us.

Thurgoland Out of School Club is a small charity that provides childcare to meet the local communities requirements. They offer complete daytime care for infants from the age of 6 weeks old, through to out of school care for children up to the age of 11 years.

TOOSC are a vital and much valued part of the beautiful rural village community in Thurgoland, providing support for families for 50 weeks of the year between 7.30am to 6pm.

This role provides an excellent opportunity to give back to the community while gaining experience of strategic leadership in a charitable organisation. It is an exciting time to join the board of trustees, with growing demand for services, the charity is financially sustainable and has reserves to support its development.

The Role

We are looking for someone with financial experience to embrace the role of Trustee (Treasurer) and ensure the sustainability of TOOSC for the village’s families.

The main responsibilities will include:

• Financial planning, budgeting and forecasting 
• Financial management and reporting, ensuring accurate financial records
• Financial oversight - monitoring income and expenditure, and providing quarterly reviews
•  Trustee duties and responsibilities – legal compliance, governance and strategic vision

The Person

We are looking for a financial professional with proven experience and a strong understanding of managing financial accounts and governance within the charity, corporate or public sector.

As a Trustee you will be legally responsible for the charity, therefore we are looking for someone who can demonstrate exceptional judgement, integrity and reliability. You must have the ability to provide strategic advice and contribute to long-term planning. An accountancy qualification (ACCA, ACA, CIMA etc.) would be desirable.

You will ideally have knowledge of the Charity Commission’s requirements and charity finance structures, or be willing to learn. A flair for presenting complex financial information clearly to non-finance colleagues and working effectively with the board of trustees is essential.

Why TOOSC?

This role is a wonderful opportunity to bring your financial skills, existing experience as a trustee or board member to a make a meaningful impact in the local community of Thurgoland.

You will be able to influence the future direction of this charitable organisation and secure sustainability for its future. By joining their passionate, friendly and supportive team you will have the opportunity to experience the valuable contribution made from skilled professionals and develop knowledge of charity governance, leadership and financial management

If this sounds like the type of role and charity that could suit the next phase of your career, then do get in touch. To register your interest please apply here, or for more information contact Charlie, Leanne or Jen at Charity Horizons.

Please note: If you would like to submit an application or express your interest in an alternative format such as audio or video upload, or require any adaptations for your initial engagement with us, please contact either Jen or Leanne who will be happy to advise on this.

Please also be aware that we use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way.

Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition and pregnancy.