Finance volunteer roles in Birmingham, west midlands

We're looking for a finance assistant volunteer who can support the financial administration of the charity using our finance software,  Xero. We The volunteer will support the Chair to undertake regular financial tasks such as budgeting, reporting, and audits while ensuring financial transparency. 
 

Key Tasks and Objectives

• Support the financial management of the Charity using Xero
• Data Entry: Recording financial transactions such as donations, invoices and expenses into our finance software, Xero.
• Weekly Reconciling income into Xero from GoCardless, Stripe, PayPal and other third-party agencies that facilitate donations being made to the charity.
• Maintain financial and accounting records, ensuring accuracy and consistency
• Assist with preparing payroll and/or pension information for submission to an external payroll provider (when required)
• Assist with the preparation of the accounts, quarterly and annual accounts for accountant annually as well as supporting funder financial reports
• Track the financial situation of projects
• Ensure that all necessary financial information is recorded accurately
• Assist with financial forecasting and budgeting
• Document Management: Organising and filing receipts, invoices, and other financial documents (digitally).
• Assist the Chair, volunteers or members of staff in understanding and using the accounting software
• Any other tasks that may be required from time to time or during the final accounts period, as appropriate.
• Assist with general administration relating to finances

Key Skills or Qualifications

Essential:

• Knowledge and experience of using Xero accounting software, including tracking project spending, managing volunteers’ expenses and department spending, uploading invoices, reconciliation, etc.
• Understanding of tracking financial data and information
• Experience of working in a bookkeeping role
• Accurate and up-to-date knowledge and experience of charity finance, SORP and other relevant frameworks
• The ability to quickly understand the needs of and challenges faced by our small charity organisation
• Strong numeracy and financial management skills
• Strong organisational skills
• Comfortable working remotely
• Ability to maintain strict confidentiality
• Ability to quickly understand the needs of our team, organisation and users of our services (we are not expecting you to have an awareness of the condition we support)
• Good initiative and ability to work with little direct supervision, but will ask for help when needed
• Ability to work flexibly on your own and as part of a team with enthusiasm and commitment

Desirable:

• Knowledge of charity accounting including restricted and unrestricted funding 
• Understanding of financial management within a charity
• Verbal communication skills
• Competent with communication tools

Key Benefits

You will come part of our small, friendly, forward-thinking charity team. We are focused on reaching people who may not have heard about the Charity or about the condition. 

You would have a key role in ensuring good financial administration, which is crucial to the continued work of Burning Nights CRPS Support. This is a fantastic opportunity for you to make a real difference to a small charity. You will be involved in ensuring we manage our financial inputs and outgoings in order to maintain the services and support we provide, allowing us to be a sustainable charity and fulfil our aims.

Volunteering Time: 7-15 hours per week 

Our partner is an NGO working in a low-resource, cash-based operating environment in Zimbabwe to deliver education and livelihoods programmes. With most financial transactions managed manually and limited digital banking infrastructure, the organisation is seeking to strengthen its finance systems to support transparency, accountability, and long-term sustainability.

They are looking for a pro bono finance professional to provide targeted finance expertise that will help improve how cash is managed, tracked, and reported, while also strengthening the organisation’s ability to tell its story through clearer, more meaningful financial reporting. This support will directly contribute to stronger decision-making, increased funder confidence, and more resilient operations on the ground.

Key areas of support include:

• Reviewing current cash handling and reconciliation processes and identifying practical improvements
• Sharing best practices for managing high volumes of cash transactions in non-digital environments
• Reviewing existing financial reporting and suggesting NGO-relevant KPIs that better reflect impact and operational performance
• Providing realistic, context-appropriate recommendations that can be implemented by a small leadership team

The volunteer will work closely with senior leadership, supporting finance and operations colleagues to strengthen systems that underpin programme delivery.

Volunteer profile:
The ideal volunteer will have a strong foundation in finance, through professional qualification or relevant experience. Experience working with NGOs and/or in cash-based or developing country contexts would be highly valued. The role would suit someone who enjoys translating technical finance concepts into practical, usable guidance.

Natuore of the role & time commitment:
This is a pro bono role. The assignment is flexible, starting in late January or early February, 2026, requiring approximately 2 hours per week over 1–2 months, with a total commitment of around 15–25 hours.

JOB PURPOSE:

To support the accuracy and integrity of financial data by maintaining reliable donation records and assisting with financial reporting. The Volunteer Finance Data Associate ensures all financial information entered into the accounting system is complete, consistent, and correctly recorded, enabling accurate reporting and effective financial oversight across the CIC.

About the Role

The Volunteer Finance Data Associate focuses on data accuracy, donation records, and financial reporting support. The role ensures that all financial information entering the accounting system is complete, consistent, and reliable, supporting high-quality reporting and sound financial oversight across the CIC.

Experience Qualification and Requirements

Essential Technical Competencies

• Completed a qualification in Accounting, Finance, Economics, Business, or a related discipline OR equivalent practical experience.
• Comfortable working with numbers, spreadsheets, and structured financial data.
• Basic understanding of accounting or finance systems and how financial data flows between them.
• Familiarity with accounting software or a strong willingness and ability to learn new systems quickly.
• High attention to detail with strong logical and analytical thinking skills.
• Process-driven approach with the ability to follow data standards consistently.
• Strong sense of ethics, confidentiality, and responsibility when handling financial and donor information.

Desirable Competencies

• Experience supporting finance or data processes within non-profit, CIC, or purpose-led organisations.
• Exposure to donation tracking, income reporting, or reconciliation activities.
• Experience working with shared digital systems or multi-stakeholder data environments.
• Familiarity with internal reporting, summaries, or basic dashboards.

Qualifications

• Formal qualifications: Not strictly required.
• Education background: Accounting, Finance, Economics, Business, or related fields desirable.
• Professional experience: Equivalent voluntary or practical experience accepted and valued.
• Data protection or finance governance training: Required once in post (training can be provided).

Main Responsibilities/ Key Duties

• Maintain accurate and up-to-date donation and financial data across finance and reporting systems.
• Support regular data checks between payment platforms, CRM systems, and accounting software to ensure consistency.
• Assist with generating basic donation, income, and trend reports for internal use.
• Identify missing data, inconsistencies, duplicate entries, or anomalies and report them clearly to the Lead Financial Accountant.
• Support the preparation of internal finance dashboards, summaries, and structured data outputs.
• Maintain organised and well-structured digital records in line with CIC data governance and documentation standards.
• Follow established processes for data entry, validation, and version control.
• Work under the guidance of the Lead Financial Accountant to improve data quality and reporting accuracy.
• Handle all financial data with confidentiality, care, and ethical responsibility.

You must:

• Be aligned with the CIC’s mission, values, and ethical, anti-capitalist stance.
• Be willing to commit at a founding level during the unpaid build phase of the organisation.
• Be comfortable working with evolving or incomplete financial and data systems and helping to build structure, clarity, and reliable processes.
• Be able to work responsibly with sensitive financial, donor, and operational data.
• Be comfortable collaborating across multiple teams, including Finance, Operations, Fundraising, and Leadership.
• Be able to follow defined guidance, policies, and data controls while applying sound judgement where systems are still developing.

You should bring experience in some of the following:

• Supporting finance, accounting, or data processes within small organisations or teams.
• Donation tracking, income data management, or financial record maintenance.
• Working with accounting software, spreadsheets, or structured digital finance systems.
• Data checking, reconciliation support, or preparation of basic internal reports and summaries.
• Maintaining accurate, well-structured records in low-resource or volunteer-led environments.
• Working with limited budgets in non-profit, CIC, or purpose-led settings.

Formal qualifications are not strictly required, but relevant education is desirable.
Essential equivalent practical or voluntary experience is mandatory.

Next Steps

Shortlisted applicants will be invited to:

• A values-led conversation focused on ethics, accountability, and mission alignment.
• A practical discussion on financial data accuracy, data flows between systems, and working within evolving operational structures.

If you believe that reliable financial data is foundational to safeguarding, trust, and informed decision-making, this role is for you.

A Final Word

Transparency is power and responsibility.

If you know that:

• Financial integrity builds public trust
• Data accuracy protects communities and donors
• Accountability matters more than scale

Then your contribution here will matter.

Bristol Avon Rivers Trust is a growing charity supported by a skilled team and a large group of volunteers. Our board of six trustees provide strategic oversight, ensure good governance, and are accountable to the Charity Commission for delivering our charitable purpose. With our turnover and impact increasing, we are seeking a new Trustee (Treasurer) to strengthen our financial leadership.

About the Role:

The Treasurer works closely with the CEO and Finance Officer to ensure strong financial governance and effective management of financial risk. You will provide clear financial insight to the board, help shape strategic decisions, and oversee statutory reporting and compliance.

Key Responsibilities:

• Ensure the charity maintains proper accounts and robust financial controls
• Oversee and present budgets, management accounts, annual accounts and financial statements
• Highlight key financial points at the AGM and board meetings
• Review financial performance and support long-term planning
• Lead on finance, reserves and investment policies
• Liaise with the CEO, finance staff, and external auditors/independent examiners
• Oversee statutory submissions to Companies House, the Charity Commission and HMRC

Trustees attend four online board meetings per year plus the AGM, with some additional time needed to review papers.

Who we’re looking for:

We welcome candidates who are:

• Strong communicators able to explain financial information clearly
• Risk-aware and proactive, with a solutions-focused approach
• Collaborative team players who can challenge constructively when needed

Desirable Experience

• Qualified chartered accountant or similar financial qualification
• Audit experience, including managing external audit providers
• Understanding of charity finance, reporting, fundraising, investments or pensions

Why join us?

This is an opportunity to use your financial expertise to support a dynamic charity working in a fast-changing environment. You will play a key role in shaping our growth, strengthening governance, and supporting impactful work for our rivers.

Position: Treasurer / Trustee 

Term: 3 years 

Location: United Kingdom

Who we are:

iProbono is a global organisation with a mission to enable people to access their rights in pursuit of a just society. It is a UK-registered charity and a company limited by guarantee – with a strong presence across South Asia (Bangladesh, Sri Lanka, Nepal and Pakistan), an administrative hub in the UK and a cooperative relationship with iProbono (India) Legal Services which is registered in India.

We are driven by the belief that justice must be inclusive. We do this by representing people in need, strengthening the impact of civil society and advocating for policies that promote equality and end discrimination.

What are we looking for?

iProbono seeking a Treasurer, a new Trustee who will strengthen our dynamic governance board and help shape the next chapter of our growth. Our Trustees work with a leadership team that values creativity, empathy, and pragmatism in delivering justice solutions to the most vulnerable people in our communities. As Treasurer, you will provide strategic financial oversight, ensure sound governance, and support the organisation’s long-term sustainability. Trustees are directors of the company.

Key Responsibilities

• Provide strategic oversight of financial management and sustainability.
• Serve as Chair of the Finance Committee, working closely with the CEO, senior management and external auditors.
• Ensure compliance with financial, legal, and governance responsibilities in line with charity and company law.
• Support the leadership team in setting and monitoring budgets and managing financial risks.
• Contribute to the overall strategic direction of iProbono as an active Board member.

Person Specification

Essential

• Accounting qualification from a recognised UK body (e.g. ICAEW, ICAS, ACCA, or CIMA).
• Experience in financial management, auditing, or charity finance, ideally within an international or non-profit context.
• Experience serving on the Board of a civil society organisation, with close involvement in governance, finance, or legal oversight.
• Understanding of or experience working in the Global South, particularly South Asia.

Desirable

• Experience working with fundraising professionals, knowledge of donor landscapes, or the ability to open doors to new funding opportunities.
• Interest or experience in the fields of justice, legal empowerment, and capacity-building.

Commitment:

Our Treasurer should be based in the United Kingdom is expected to attend:

• Four quarterly Board meetings in London;
• Four Finance Committee meetings in London; and
• One annual strategy day.

Some Board meetings may be attended virtually. This is a voluntary position and reasonable travel expenses are covered for those travelling from outside London to attend meetings.

Trustee Opportunity – Finance

International China Concern UK (ICC UK)

About Us

International China Concern (ICC) is a Christian development organisation dedicated to changing lives for children with disabilities in China.

• Mission: To ensure every child with a disability in China is embraced by love, fueled by hope, and empowered with life-changing opportunities.

• Vision: All children with a disability living fulfilling lives in a welcoming society that accepts and respects them.

As China continues to evolve economically and socially, ICC is keeping pace to meet today’s needs and anticipate tomorrow’s opportunities. We envision a future serving tens of thousands of children with disabilities and their families, while overcoming prejudice in the communities in which they live.

The Role

We are seeking two Trustees with strong financial management experience to join our Board and serve on our Finance Sub-Committee.

Commitment:

• 4–5 trustee meetings per year (2 in person, 2–3 online)

• Additional Finance Sub-Committee meetings (online and/or in person)

Key Responsibilities:

• Provide financial oversight and governance to ensure ICC UK’s sustainability, compliance and financial stability. 

• Protecting and managing the property of the charity and ensuring the charity’s funds are invested properly.

• Contribute to strategic decision-making and risk management

• Support the Finance Sub-Committee in managing investments, reviewing budgets, reserves, financial reports, and policies

• Champion ICC’s mission and vision, acting as an ambassador for our work

What We’re Looking For

• Proven experience in financial management or accounting or auditing 

• Understanding of charity finance and trustee responsibilities

• Strong analytical skills and ability to communicate complex financial information clearly

• Commitment to ICC’s mission and values

• Committed Christian, able to provide a church reference

• We welcome a diverse board of trustees, including people from across the UK, ages, ethnic groups. 

Why Join Us?

By becoming a trustee, you will play a vital role in ensuring that children with disabilities in China not only survive but thrive. Your expertise will help ICC UK steward resources wisely, expand our impact, and build a more inclusive future. We offer a supported induction, training and mentoring as required. 

For more information about the role of a trustee, see this information from the Charity Commission: www(dot)gov(dot)uk/government/publications/the-essential-trustee-what-you-need-to-know-cc3

How to Apply

If you are passionate about using your financial expertise to make a difference, we would love to hear from you. 

Please submit your CV and a 1-page cover letter outlining why you are suitable for the role and detailing your faith journey

#Trustee #Trusteeship #Finance #Finance Trustee #Trustee Finance Sub-Committee #Trustees #Board Governance #Board

Location: Remote (with optional annual in-person strategy day in London)

Commitment: Approx. 4 days per year (including quarterly board meetings and Resource Committee meetings) plus an optional all day Vision Day

Remuneration: Unpaid (Travel expenses reimbursed)

The Work Rights Centre is looking to widen its Board of Trustees. As we bid farewell to our Treasurer, who has reached the end of her six year maximum mandate, we are seeking a Finance Trustee (Treasurer) to join our Board.  This is a unique opportunity to support a growing and highly ambitious charity, and join a dedicated Trustee Board of experts from across employment, immigration and public law, communications and academia. You will play a vital role in ensuring that our resources are managed effectively to maximize our impact. Above all, you will have an opportunity  to make real, lasting social change.

About us

The Work Rights Centre (WoRC) is a frontline charity dedicated to ending precarious work and social exclusion. Since 2016, we have supported thousands of migrants and disadvantaged Britons to recover unpaid wages, fight workplace discrimination, and secure their immigration status.  We don’t just handle individual cases; we use our frontline evidence to advocate for systemic change through research and policy engagement. In 2025 alone, we recovered over £170k for exploited workers and supported hundreds in understanding and securing their status in the UK.

What time commitment is expected?

The Board of Trustees meets four times a year. The meetings are held online, typically lasting 90 min. Our annual Vision Day is held in person, with some sessions that Trustees can join remotely. It is a precious opportunity for trustees to join all staff in reviewing key achievements, reflect on the year ahead, and begin formulating strategic objectives. Once a quarter before every main board meeting, a small Resource Committee (including theTreasurer and Deputy CEO) meets to review the charity’s financial position and fundraising targets.

About You

We are looking for a qualified finance professional with:

• Charity Finance Experience: A solid understanding of charity SORP, restricted/unrestricted funding, and voluntary sector governance.

• Strategic Vision: The ability to translate financial awareness into strategic advice for non-finance board members.

• Passion for Justice: A genuine commitment to the rights of migrants and workers in the UK. We particularly welcome applications from individuals with lived experience of the issues we tackle.

How to Apply

Please dow send your CV and a brief cover letter outlining why you are interested in joining the Work Rights Centre’s Board to Kasia Figiel, Deputy CEO by Sunday, February 8th. We will acknowledge and review all applications. Shortlisted candidates will be invited to meet the Chair of Trustees, Rob McNeil. If you have any questions, don’t hesitate to write to us.

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

DCF are a small, local, family-founded charity focusing on supporting children and young people's wellbeing. We provide youth groups, workshops and 121 support in schools and in the community. 

We are looking for a Finance Trustee to lead on financial oversight of the charity, set up financial controls and processes and oversee our Treasurer.  

We currently have a lack of financial oversight which impacts on grant applications and planning.  We have a need for trustees with specific skillsets so that each board member can take ownership of their areas related to the charity.  Currently our CEO has a very active role within Board meetings and would benefit from support from proactive members.

We would like to grow the Board and create processes and procedures that diversify our income and sustainability. We currently deliver services in two boroughs (Croydon and Merton) and have a 5 year plan to expand to four boroughs.  

What are we looking for?

This individual should have:

• Knowledge and experience of charity finance practices
• Professional accounting, finance or similar qualification
• Strong understanding of financial management and reporting
• Experience in establishing and setting out strategic goals and direction in organisations
• Ability to explain financial procedures to other Board members
• Experience of providing Governance to organisations 
• Ability to think creatively and strategically, and to exercise good, independent judgement.
• Ability to work effectively as a member of a team.

The role will involve:

• Supporting the Treasurer
• Providing overview of income, expenditure, reserves, balance sheet, and cashflow
• Recording transactions
• Monitoring spend for various projects
• Providing reports to the Treasurer and Board 
• Forecasting project and operational spend with CEO 
• Attending 'monthly' meetings (10 per year)
• Providing information to HMRC and Pension providers 
• Monitoring compliance with local accounting laws and regulations

What difference will you make?

This is an exciting opportunity for someone who is passionate about giving back and helping our future generation of young people.  

In this vital role you will be able to offer your unique skill set to provide invaluable guidance on financial procedures and ways of streamlining processes, therefore enhancing the charity's ability to run smoothly and reach more young people.  We are looking for someone to keep us on track financially as well as helping us to formulate our vision for the future.

Before you apply

• Please provide a cover letter detailing why you are interested in this role and your relevant experience.
• Interviews will be an informal virtual chat with our CEO and then with the wider Board.

Applications are welcomed from people across the Sutton and Croydon Communities. If you live more than 30 miles from these locations, your application is likely to be unsuccessful. Board meetings are in person and on-line so being able to attend is a key part of the position.

Dancers’ Career Development (DCD) is the national charity that enables and empowers dancers to thrive professionally and personally leading up to and beyond their performance careers.

We are seeking a new Co-opted Committee Member with finance expertise and an interest in dance to join our welcoming and experienced Finance, Audit & Risk Sub-Committee of the Board of Trustees. Our ideal candidate will have a good understanding of the requirements of charity governance and risk.

For full details, including how to apply, please download the role information pack from our website. 

Application deadline: Monday 9 February 2026.

We are seeking someone who has experience of being a Treasurer or Finance, Audit & Risk Committee Member (preferably in the charity sector) and has a good understanding of the requirements of charity accounting and governance.

If you are excited by this opportunity and resonate with DCD’s values, please get in touch; we would love to hear from you.

Our partner is a renowned charity delivering community-based programmes in renewable energy, clean water and sustainable agriculture in Malawi. Following a period of organisational contraction and reduced activity, the organisation has recently received a significant capital grant and is preparing for a full organisational audit, alongside renewed fundraising efforts.

With a small core team and finance activity spread across multiple entities, the organisation is seeking targeted support to ensure its finance systems are robust, aligned, and able to withstand donor scrutiny as funding and programme delivery scale up again.

They are looking for a volunteer to conduct a Finance & Accounting Health Check, with a particular focus on simplifying reporting and strengthening how financial information is extracted and presented for donors, grant partners, and governance.

Key areas of support include:

• Reviewing finance systems, policies, and controls to assess audit readiness and donor compliance
• Reviewing and aligning charts of accounts across entities to ensure consistency and ease of consolidation
• Supporting the development of a truncated chart of accounts that enables clear, same-day donor and grant reporting without excessive detail
• Reviewing how historical programme expenditure is currently tracked and helping design a simplified reporting view across key programme areas
• Advising on practical reporting structures and dashboards that present a clear picture of financial health, tailored to a small leadership team

The volunteer will work closely with a senior staff member responsible for finance and reporting, helping translate complex transactional data into clear, usable financial information that supports transparency, confidence, and decision-making.

Volunteer Profile:
The ideal volunteer will have a a solid grounding in finance; experience with NGOs, multi-entity structures, or audit preparation would be particularly valuable. Confidence using QuickBooks Online is essential. This role is ideal for someone who enjoys bringing clarity to complex data and designing simple, effective systems that work in practice.

Time commitment:
The assignment is flexible, with an expected commitment of approximately 3 hours per week over 1–2 months, allowing for a focused but realistic review within a pro bono placement.

JOB PURPOSE:

To support the Finance & Accounting Team by accurately tracking donations and financial transactions, maintaining clear and auditable records, and assisting with routine reconciliations, ensuring transparency, accountability, and timely financial information to support ethical decision-making within the CIC.

About the role:

The Volunteer Finance Associate supports the Finance & Accounting Team by accurately tracking donations and financial transactions, maintaining clean and auditable financial records, and assisting with routine reconciliations. This role is essential in ensuring transparency, accountability, and timely financial information to support ethical decision-making within the CIC.

Experience Qualification and Requirements

Essential Technical Competencies

• Practical experience supporting finance or accounting processes at organisational level.
• Experience recording, tracking, and reconciling financial transactions or donations.
• Familiarity with accounting software such as:
  • Xero
  • QuickBooks
  • Sage
  • or equivalent finance systems
• Ability to maintain accurate, audit-ready financial records and documentation.
• Working knowledge of basic accounting principles and financial controls.
• Strong numerical accuracy and attention to detail.
• Ability to escalate discrepancies or irregularities clearly and promptly.
• Understanding of confidentiality, ethical finance handling, and data integrity.
• Ability to manage multiple finance tasks while meeting internal deadlines.
• Equivalent professional or voluntary experience accepted.

Desirable Competencies

• Experience working within non-profit, CIC, charity, or community-based organisations.
• Exposure to donation platforms, fundraising tools, or payment processors.
• Experience supporting finance teams in volunteer-led or resource-constrained environments.
• Familiarity with financial reporting for internal or governance purposes.
• Awareness of compliance, audit, or internal controls in small organisations.

Qualifications

• Formal qualifications: Not strictly required.
• Education background: Accounting, Finance, Economics, Business, or related field preferred.
• Professional experience: Equivalent practical or voluntary experience accepted.
• Finance, ethics, or data protection training: Required once in post (training can be provided).

Main Responsibilities/ Key Duties

• Record and track all donations received through approved fundraising and payment platforms in a timely and accurate manner.
• Assist with the reconciliation of donation records against bank statements and payment processor reports.
• Support the maintenance of accurate financial data within accounting software such as Xero, QuickBooks, Sage, or equivalent systems.
• Prepare basic financial summaries, donation breakdowns, and internal reports for review by the Lead Financial Accountant.
• Assist with filing, document management, and maintaining audit-ready financial records in line with CIC policies.
• Ensure financial records are complete, clearly labelled, and stored in accordance with internal retention and compliance standards.
• Escalate discrepancies, missing information, or irregular transactions promptly and clearly to the Lead Financial Accountant.
• Adhere strictly to the CIC’s financial policies, ethical standards, and confidentiality requirements at all times.
• Support ad-hoc finance tasks as required to assist with month-end or internal reporting processes.

You must:

• Be aligned with the CIC’s mission, values, and ethical, anti-capitalist stance.
• Be willing to commit at a founding level during the unpaid build phase of the organisation.
• Be comfortable working with evolving or incomplete financial systems and helping to build structure, clarity, and good practice.
• Be able to work responsibly with sensitive financial and donor data.
• Be comfortable collaborating across multiple teams, including Finance, Operations, Fundraising, and Leadership.
• Be able to follow guidance, policies, and controls while also exercising sound judgement.

You should bring experience in some of the following:

• Supporting finance, accounting, or data processes within small organisations or teams.
• Donation tracking, income recording, or financial data management.
• Working with accounting software, spreadsheets, or structured financial systems.
• Reconciliation, data checking, or basic internal reporting.
• Maintaining accurate records in low-resource or volunteer-led environments.
• Working with limited budgets in non-profit, CIC, or purpose-led settings.

Formal qualifications are not strictly required, but relevant education is desirable.
Essential equivalent practical or voluntary experience is mandatory.

Next Steps

Shortlisted applicants will be invited to:

• A values-led conversation focused on ethics, accountability, and mission alignment.
• A practical discussion around financial processes, data accuracy, and working within evolving systems.

If you believe that transparent, well-managed finances are essential to trust, safeguarding, and long-term impact, this role is for you.

A Final Word

Transparency is power and responsibility.

If you know that:

• Financial integrity builds public trust
• Data accuracy protects communities and donors
• Accountability matters more than scale

Then your contribution here will matter.

We’re recruiting two new board members to join our passionate team to help provide leadership and strategic direction to the charity. 

We're seeking two new trustees who can bring with them experience of finance, one of whom can step into the role of Treasurer from 2027. We’re looking for people who will work well with our current Board and who appreciate the true role of governance, both as checks and balances to the organisation and as an enabling function. 

Both roles will involve becoming an integral part of the Finance and Risk Committee, taking a significant role in financial and risk management and supporting the financial governance of the charity. 

We're committed to being an organisation where everyone feels included and valued. We welcome, therefore, a diversity of candidates, including those for whom this presents their first time on a charity Board.

To find out more and apply, please click 'Redirect to recruiter'.

Our partner is delivering specialist services and long-term support to people affected by conflict, displacement and severe adversity. Through direct programmes, partnerships and systems-level work, they help individuals rebuild their lives and strengthen community-based support structures.

The organisation is now undertaking a major upgrade of its finance function, as its current Sage 50 and Excel-based system is no longer fit for purpose. They are seeking pro bono support to help select and prepare for the implementation of a modern, efficient accounting system that will strengthen controls, reduce manual processing and improve management reporting.

They are looking for an experienced finance professional to work alongside their finance team in a phased engagement, providing both strategic guidance and practical support. The initial phase will focus on clarifying what a “good” future system looks like, defining functional and reporting requirements, preparing for conversations with software providers, and assessing data readiness and migration strategy. Depending on skills, availability and progress, this may then extend into hands-on support with implementation and migration activity.

Key areas of support include:

• Clarifying future finance system requirements and what “good” looks like for the organisation
• Supporting preparation for conversations with accounting software providers
• Reviewing data quality, chart of accounts and readiness for migration
• Sense-checking the proposed implementation approach and project plan
• Supporting development of efficient accounts payable, bank reconciliation and reporting processes
• Advising on integrations, automation and data flows (e.g. bank, CRM, reporting tools)
• Coaching and mentoring finance staff to ensure skills are embedded

The volunteer will work closely with the finance systems project team, led internally by a member of the finance team.

Profile

The ideal volunteer will be a finance professional with strong experience in day-to-day accounting processes and finance systems. They should have worked at a practical level with accounting software and understand what good controls, reconciliations and reporting look like. Experience of system selection, data migration, integrations or automation would be highly valuable, as would a coaching and mentoring mindset. This role would suit someone who enjoys combining hands-on delivery with advisory support.

Time commitment

The assignment will be delivered remotely over an initial three-month period, requiring approximately 2–5 hours per week, with the option to extend depending on progress and mutual availability. The start date is ASAP.