186 Finance volunteer roles

Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.

As a local group Finance Volunteer, you’ll make sure your group gets the most for their money. In this role you’ll be able to develop your financial and communication skills whilst working closely with other members of the group Coordinating Team.

Most importantly, you’ll be part of a team that provides vital support and services to people within your local MS community.

This is a chance to make a huge difference through volunteering as Trustee for a life-saving charity which has been having a positive impact in North Somerset since 1994.  We provide professional, low cost counselling and mental health support for people who cannot get the help they need through the NHS and cannot afford to pay for private therapy.  You will hear testimonies of adults and teenagers who have had their lives turned around because of Wellspring.  The Finance Trustee plays a vital role in keeping our organisation on track by ensuring accounts are kept up to date and accurately, having oversight of all our financial matters and providing forecasting to help keep the charity viable and sustainable.

The Finance Trustee should be or have been a finance professional preferably with experience in accounting.  You will keep in contact with the Director and Administrator regularly (1-2 times per month), and meet with the other friendly and caring Board of Trustees once every two months to report on our finances.

In detail the role inovles:

• Ensuring that proper accounting records are kept, and that appropriate accounting

procedures and controls are in place.

• 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.

• Monitoring and advising on the financial viability of the charity.

• Overseeing financial controls and adherence to systems, regularly liaising with

Director and Senior Administrator.

• Advising on the financial implications of the charity’s strategic plan, including

overseeing the charity’s financial risk-management process

• Ensuring investments and assets are maximised.

• Lead on the appointment of and liaison with the Independent Examiner.

• Oversee the development and implementation of systems for appraising, mitigating

and reporting corporate risk.

• Acting as Company Secretary for the Charity.

• 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 and

liaising with the Director to develop the financial understanding of the Board of

Trustees.

Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.

As a local group Finance Volunteer, you’ll make sure your group gets the most for their money. In this role you’ll be able to develop your financial and communication skills whilst working closely with other members of the group Coordinating Team.

Most importantly, you’ll be part of a team that provides vital support and services to people within your local MS community.

The Organisation

Christian Aid was born out of faith in action. Since our establishment in 1945, in response to the refugee crisis in post-war Europe, we have stood alongside people in their moments of greatest need, while working to address the underlying causes of poverty and injustice. Grounded in our Christian identity, we believe everyone should be treated with equal dignity, have the opportunity to realise their rights and fulfil their God-given potential. Our values of love, dignity, equality and justice guide how we work and the partnerships we build with people of all faiths and beliefs.

Today, Christian Aid works alongside communities and local partners across Africa, Asia, the Middle East, and Latin America and the Caribbean to respond to crises, strengthen resilience and tackle poverty at its roots. We believe people affected by poverty are best placed to lead change in their own lives, and we work with them to develop sustainable solutions and strengthen their influence. Through partnership, advocacy and the support of churches, we seek to challenge the systems that perpetuate poverty and build a more just and peaceful world.

The Role

Christian Aid is seeking to appoint a new Finance Trustee to bring significant charity finance experience to the Board and strengthen its oversight of financial matters. The Finance Trustee will play an important role in supporting good governance and strategic decision-making, helping ensure that Christian Aid’s financial resources are managed effectively and sustainably.

Working alongside fellow Trustees and the executive team, the Finance Trustee will provide constructive challenge and independent judgement, helping the Board understand financial performance, risks and opportunities. They will ensure that financial information is clear, accurate and meaningful, and support Trustees from a range of professional backgrounds to understand its implications for Christian Aid’s work and long-term sustainability.

The Finance Trustee will:

• provide constructive challenge and independent judgement on financial matters
• ensure financial information presented to the Board is accurate, timely and meaningful
• help the Board understand key financial issues, risks and opportunities
• support effective decision-making by clearly communicating financial information and its implications.

The Person

Essential knowledge and experience

• A recognised accounting qualification.
• Significant charity finance experience.
• Knowledge of the governance obligations and responsibilities of Trustees.
• Experience of financial oversight, including management accounts, cash flow, forecasting and financial reporting.
• A good understanding of financial reporting, management accounts, cash flow, forecasting and financial risk.
• The ability to identify key financial and organisational risks and communicate these clearly.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• The confidence to provide constructive challenge while maintaining positive and collaborative relationships.

Desirable knowledge and experience
It would be desirable if candidates also had experience in some of the following areas:

• Knowledge of the workings of NGOs in the UK and Ireland.
• Knowledge of the social, cultural, economic and political dimensions of international relief and development.
• Experience in an international organisation.
• Experience and understanding of diversity.
• Charity income generation.
• Experience gained outside the charity sector that complements charity finance and governance.

Personal qualities
Candidates must be able to demonstrate a combination of intellect, personal presence, energy and creativity sufficient to contribute at Board level. The successful candidate will also demonstrate:

• Strategic vision and the ability to operate effectively at Board level.
• Good independent judgement and the ability to identify key issues from complex information.
• The ability to think creatively and solve problems effectively.
• A willingness to speak their mind and provide constructive challenge.
• The ability to work effectively as a member of a team.
• Leadership skills.
• Effective communication and interpersonal skills.
• A calm, engaging and diplomatic approach, with the confidence to support open discussion and effective decision-making.
• A willingness to devote the necessary time and effort.

Commitment
Christian Aid values and encourages diversity on its Board and welcomes people from all sections of the Christian community. Board members are expected to be active Christians, helping to lead, direct and develop Christian Aid as the Churches’ agency for international development and poverty eradication.

Candidates should also demonstrate:

• A passion for poverty eradication and social justice.
• Knowledge of the challenges faced in developing countries.
• Commitment to Christian Aid’s values and objectives.
• An understanding of Christian Aid’s role as the Churches’ relief, development, advocacy and campaigning agency for international development and poverty eradication.
• Sympathy with and support for Christian Aid as a Christian organisation, working with churches, ecumenical bodies, local NGOs, organisations of other faiths and movements that share its values and have the competence to contribute to poverty eradication.

If you would like to apply for this brilliant opportunity of Finance Trustee please provide the following:

• An up to date CV with the details of two referees (we will not contact them without your prior permission)
• A supporting statement, which addresses the criteria in the Person Specification, along with your motivations for applying.

Board Advisers

If you are interested in contributing to the governance and mission of Christian Aid but feel that the Finance Trustee role is not the right fit for your experience, we would still be delighted to hear from you.

Alongside this appointment, Christian Aid is also looking to strengthen its pool of Board Advisers. We are particularly keen to hear from individuals with expertise in one or more of the following areas:

• Investments
• Pensions
• Charity fundraising

If you are motivated by Christian Aid’s mission and believe your skills could make a meaningful contribution, we encourage you to get in touch.

Kiplin Hall and Gardens in North Yorkshire is recruiting Trustees to join the friendly and dedicated Board which oversees the management of this intriguing Jacobean house.  The house was built in the 1620s for George Calvert, Secretary of State to James I, and founder of the US state of Maryland. A member of the Historic Houses Association, the Hall and Gardens welcome 40,000 visitors a year. In 2025 we opened a new Welcome Centre at Kiplin with improved retail and catering for our visitors and with the support of MEND funding undertook major repairs of the Hall roof. The National Lottery Heritage Fund enabled us to create new galleries and improve our visitor access and services. There is a dedicated staff of 10 FTE supported by a team of 240 volunteers.

TRUSTEE - We are seeking a Trustee with skills and experience in finance/accountancy to join the Board. We are keen to recruit someone who can advise the Board on its financial responsibilities and has oversight of the Trust's finances. As a Trustee you will contribute to Kiplin's business strategy and forward plan, ensuring the organisation's financial stability and sustainability. Over the next 10 years we are planning further developments to enhance the visitor experience. We are keen to attract the right person to the Trust Board to help guide Kiplin through an exciting period of change and transition. 

INDEPENDENT DIRECTOR - We are also seeking a new Independent Director to join the Board of Kiplin Hall Trading CIC, our trading arm that looks after our retail and café. We are particularly looking for people with experience in cafés or other catering environments.

Our aim is to develop and broaden the diversity of our governance team, ensuring we have a variety of perspectives and backgrounds and are particularly interested in receiving local applications.

For more than a century, the RAF Benevolent Fund has stood beside the RAF Family; through
war and peace, hardship and change. From the first day in uniform to the final years of life,
we have been a constant source of emotional, practical and financial support. Today, our work
reaches serving personnel, veterans, families and the bereaved in more than 30 countries.

We are seeking an individual to join our Finance, Audit and Investments Committee which
provides advice, guidance and support to our Board who has Investment management / portfolio
experience.

The successful candidate will:

• advise on matters relating to the Fund’s investment policy and strategy; 
• assist the Committee in monitoring and advising on the performance of the Fund’s Investment Managers; and 
• offer advice and guidance on investing funds on behalf of the Fund

The full role description can be found on our website. These roles are voluntary, however
reasonable out-of-pocket expenses are paid. We will provide the successful candidate with a bespoke
induction programme and relevant training / development.

Interested?

If you have the experience we are seeking and are as passionate about the RAF Family as we are, we 
would love to hear from you. 

Please send an up-to-date CV and covering email / letter outlining your background, skills, 
experience and interest in the role to the email address noted on our website.

We welcome applications from anyone who has the experience we are seeking, irrespective of 
background, community, industry or protected characteristics. If you require any reasonable 
adjustments as part of your application process, please let us know. We operate safer selection 
practices; this will involve the successful candidate being required to have a Disclosure and Barring 
Service check. 

Applications will be considered on a rolling basis, and this position will remain open until we have
found our ideal candidate. No agencies please.

Thank you for your interest in supporting the work of Portsmouth Cathedral through membership of its well-established Finance (incorporating Audit and Risk) Committee. 

We are looking for up to three candidates who have:governance and committee experience at senior level; relevant and recent financial or fundraising experience; and/or a track record in accountancy, investments, endowments, trading subsidiaries, audit and risk. In addition to sound interpersonal skills, they should be competent and able to exercise governance in a charity organisation 

We are committed to increasing diversity and inclusion within our Committees. We welcome applications from anyone regardless of disability, ethnicity, heritage, gender, sexuality, social economic background, faith or other difference.

Applications will be considered on a rolling basis
 

The opportunity

The Finance and Audit Committee (FAC) provides BIICL’s Board of Trustees with oversight and assurance on our finances, controls, investments, and audit. We're looking for a chartered accountant or senior finance leader to chair the Committee and join our Board of Trustees at a pivotal moment: a new Director and CEO, a new Director of Operations in post, and a new strategy launching in 2027. You'll bring real technical credibility and the judgement to translate financial detail into confidence for a Board whose backgrounds are mostly legal and academic. In return, you'll help shape the next chapter of one of the world's most respected independent legal institutes.

The current Chair’s term ends in December 2026. We are seeking a successor to join in October, allowing time for handover and induction ahead of the November FAC meeting and the December Board meeting.

Purpose of the role

The Chair of the Finance and Audit Committee provides strategic, non-executive financial oversight rather than day-to-day accounting.

As a trustee, you hold joint legal and fiduciary responsibility for the charity’s overall governance, strategic direction and financial health.

As Committee Chair, you will act as a trusted advisor and critical friend to the Director and Chief Executive and the Director of Operations, ensuring that BIICL’s income is robustly governed, financial risks are mitigated, and resources are deployed optimally to deliver maximum social impact. BIICL outsources financial management to a specialist non-profit accountancy firm, overseen internally by the Director of Operations; you’ll evaluate how well that arrangement is working and recommend change if needed. 

Key responsibilities

Strategic financial oversight

· Budgetary scrutiny: oversee the annual £2.5m operational budget and financial forecasts provided by the executive team.

· Performance monitoring: review quarterly management accounts, analysing variances, cash flow health, and performance against key performance indicators (KPIs).

· Reserves management: champion the regular review of a robust Reserves Policy to safeguard the charity against sudden funding fluctuations.

· Investment assets: oversee the performance of the charity’s cash reserves and any investment portfolios, ensuring alignment with ethical investment strategies.

Audit, risk and internal controls

· Statutory reporting: lead the FAC in reviewing the Annual Report and Accounts, ensuring compliance with Charity SORP FRS102 and statutory filing deadlines.

· External audit: manage the relationship with the External Auditor, leading on the tender process and reviewing the post-audit management letter.

· Risk mitigation: oversee the financial section of the organisation’s risk register, ensuring internal controls are sufficient to prevent fraud and compliance failures across complex funding streams, and ensure FAC oversight of the wider Risk Register.

· Fiscal compliance: monitor compliance with complex tax regimes relevant to this scale, including VAT, Gift Aid, and trading subsidiary operations (as applicable).

Committee leadership and Board reporting

· Meeting governance: set the agenda and chair quarterly FAC meetings, fostering an environment of collaboration, constructive, and high-quality challenge.

· Board communication: report clearly to the full Board of Trustees, translating complex financial positions into strategic insights for non-financial board members.

Statutory trustee duties

· Legal compliance: ensure the charity complies with charity law, company law, and all other relevant legislation or regulation.

· Strategic direction: contribute actively to the Board of Trustees in setting the charity’s overarching vision, mission, values, and strategic goals.

· Asset protection: act as a responsible custodian of the charity’s assets, ensuring funds are spent solely in furtherance of its charitable objectives.

· Effective governance: attend and actively participate in full quarterly Board meetings, the Annual General Meeting (AGM), and strategic away days.

· Collective decision-making: maintain the principle of collective board responsibility, upholding and supporting decisions made by the wider board.

Legal and regulatory frameworks

The postholder is required to understand, uphold, and apply the following core regulatory frameworks:

· The 6 Essential Trustee Duties (Charity Commission Guidance CC3): You share collective legal liability to ensure the charity carries out its purpose for the public benefit, complies with its governing document, acts in the charity's best interests, manages resources responsibly, acts with reasonable care and skill, and remains fully accountable.

· Financial Reporting Standards 102 and the Charities SORP: Because our annual income exceeds £250,000, the accounts must be compiled under the Statement of Recommended Practice (Charities SORP), transparently separating restricted, unrestricted, and designated funds.

· The Charity Governance Code: Our Board intends to benchmark itself against this code. You will directly champion Principle 5 (Board Effectiveness) and Principle 6 (Risk and Control) to ensure internal controls are regularly evaluated.

Person specification

Experience and qualifications

· Financial qualification: chartered status (e.g. ACA, ACCA, CIMA, CIPFA) is essential.

· Senior leadership: proven experience operating as a CFO, Finance Director, or partner in a professional services practice in an organisation of similar or larger scale.

· Sector expertise: strong working knowledge of Charity SORP, restricted and unrestricted funding, and UK charity law is highly desirable.

· Governance background: previous experience as a trustee, non-executive director, or committee member is advantageous.  

Core skills and attributes

· Strategic clarity: ability to look past the numbers to see systematic risks and strategic opportunities.  

· Collaborative challenge: ability to robustly hold senior staff and third-party advisors to account while maintaining a supportive, professional working relationship.

· Communication: ability to explain intricate financial matters plainly to non-financial audiences.

· Commitment to the cause: a demonstrable passion for the charity’s core mission and alignment with its values. 

Terms of appointment

Term:

Trustee appointments are for a three-year term, renewable for a maximum of two consecutive terms.

Time commitment:

Trustees are required to commit approximately 8-10 days per year. There are four board meetings, four FAC meetings per year, a strategy day, plus approx. 2-3 hours per month for executive consultation. 

Location:

London/Hybrid – FAC meetings usually take place online; Board meetings and strategic away days are in-person, usually at our London office.

Remuneration:

This is a voluntary role and is not accompanied by any financial remuneration; however, all reasonable travel and out-of-pocket expenses are reimbursed.

Reporting to:

Board of Trustees / Chair of the Board

How to apply

To apply formally, please submit a CV and supporting statement, each no more than two sides of A4, clearly outlining your suitability for the role against the criteria in the person specification and your motivation for applying.

Please include your home address, contact email, and mobile number.

We aim to acknowledge receipt within 2-3 days.

Applications will be reviewed on a rolling basis. We expect to interview candidates from mid-September with a view to appointing by the end of October.

For further information about the role or to arrange an informal discussion, please contact Tom Asher, Director of Operations

***Please note: this is not an internship***

Role Purpose:

Trustees provide strategic leadership, ensuring that St. George's Crypt fulfils its charitable objectives, makes a postive impact in the Leeds community, and remains financially sustainable. Trustees act collectively to safeguard the charity's values, reputation, and long-term effectiveness.

Key Responsibilities:

Governance & Strategic Leadership

• set and review the charity's strategic direction in alignment with its mission to support homeless and vulnerable individuals in Leeds
• ensure that all activiites deliver public benefit and comply with charity law, the governing document, and regulatory expectations
• monitor risks and ensure that robust governance structures are in place
• support and review the work of the Head of Finance and finance team
• oversee the external audit process, from appointment of auditors to implementation of any recommendations

Financial Oversight:

• oversee financial performance, ensuring funds are used responsibly and transparently in line with donor expectations and regulatory requirements
• review budgets, annual accounts, and financial policies, ensuring sustainability of services such as emergency shelter, addiction recovery programmes and meal supervision
• ensure effective oversight of the Crypt's financial affairs and its financial viability

Support for Senior Leadership

• provide guidance and constructive challenge to the CEO and Senior Leadership Team
• ensure leadership decisions reflect the charity's values and strategic propositions

Advocacy & Representation

• act as an ambassador for St. George's Crypt within Leeds and beyond, promoting awareness of its services and impact
• represent the charity's values of compassion, dignity and hope 

Compliance & Accountability

• ensure the charity meets all legal and regulatory obligations, including those set by the Charity Commission
• uphold confidentiality, ethics, and good governance practice at all times
• ensure the Crypt fulfils its mission and values, taking advantage of new opportunities and navigating challenges and managing risks appropriately
• ensure the Crypt has sound financial policies, controls and governance in place, and complies with these

Monitoring Impact

• evaluate the effectiveness of programmes such as residential support, training opportunities, and health and wellbeing initiatives
• ensure all services remain responsive to the needs of homeless and vulnerable people in Leeds
• give clear strategic direction, setting overall policy and goals, and monitoring progress and impact
• understand the Charities Statement of Recommended Practice (SORP) and provide guidance on accounting and financial reporting for the charity

How to apply

To make an application, please:

• download our Finance Trustee application pack 
• complete application form
• send CV 
• contact Martin Barry 

Recruitment timeline

Closing date: Monday 28 September2026

Shortlisting & Interviews: October 2026

Become Treasurer of Bristol Historic Buildings Trust - help put a Grade I landmark on a sustainable footing

Bristol Historic Buildings Trust (BHBT) is looking for a Treasurer to join our Board as we bring Ashton Court Mansion back into full public life.

Ashton Court Mansion is a Grade I listed manor house with origins in the 14th century, set within an 850-acre estate on the edge of Bristol. Around three quarters of the building remains derelict. We are working with Bristol City Council to take a 125-year lease and regenerate the Mansion as a living civic place where heritage, creativity and public life meet.

This is a real moment of transition. We are already in the building under a tenancy at will, have refurbished the first rooms and begun taking event bookings. We are converting to a Charitable Community Benefit Society and preparing to launch a Community Share Offer shortly, raising community investment towards the lease and the first phase of works. Restoration of the whole building is a multi-decade, grant-led programme of significant scale.

Our vision is a building that works as a place of celebration, incubation and education, programmed around five areas: food, culture and arts, skills, nature and outdoors, and heritage.

The Treasurer will be central to how credibly we make that case.

What we are looking for

•A qualified accountant, or equivalent senior finance experience

•Confidence with charity finance, or solid general finance experience and the appetite to pick up the charity-specific parts with us

•Experience overseeing budgets, management accounts and cashflow in an organisation moving from small to substantially larger

•Comfort scrutinising a multi-year financial model and its assumptions, and explaining the numbers plainly to fellow trustees, funders and the public

•Ideally, exposure to community shares, social investment or capital fundraising - though this is not essential

What the role involves

•Leading Board-level financial oversight: budget approval, management accounts, annual accounts, reserves and risk

•Helping us stand behind the financial disclosures in our lease case and share offer documents

•4 quarterly board meetings per year (March, June, September, December), approx. 2 hours each, plus Finance and Audit Committee meetings

•An annual strategy day

•Terms of up to 3 years (renewable)

•The role is unremunerated; reasonable expenses are reimbursed

About us

We are committed to a Board that reflects the community we serve and the wider Bristol community, and we welcome applicants from all backgrounds.

Our mission: to restore and operate Ashton Court Mansion through a mixed-use model combining conservation, community programming and commercial activity, sustained by a diversified income base of earned income, grants, donations and community investment.

How to apply

If this sounds like you, we would love to hear from you. Informal conversations welcome before applying. 

Send a brief statement of suitability (up to 250 words) and your CV  by 20th September 2026

Babylon Migrants Project, currently a CIC, is embarking on an exciting journey to become a registered charity. We’re looking for a Finance Advisor to support us through this important transition period, eventually becoming our charity Treasurer. 

Babylon Migrants Project is a grassroots arts organisation led by and for young people from refugee, asylum-seeking and migrant backgrounds. We deliver creative and community-building activities that support displaced young people to build creative skills, confidence and support networks as they navigate life in the UK.

We work with young people aged 16–30 who are facing isolation, systemic barriers and a lack of safe and relaxed spaces. Our work takes place across our two hubs in London and Stoke-on-Trent, where participants take part in creative workshops led by expert facilitators, supported by a welcoming team of staff and volunteers.

Our three key aims are:

• Reducing social isolation amongst young people from refugee and asylum-seeking backgrounds
• Growing lived experienced leadership across the arts and refugee sectors
• Shaping more informed and human conversations about migration

We are in the process of registering as a charity, which will hopefully unlock vital funding and help us to grow as an organisation, ultimately supporting more young people in need. We are looking for a finance expert who, in addition to contributing generally advisory board (and subsequently, trustee board meetings), can support our ambition by:

• Advising on financial matters, particularly through the transition to becoming a charity
• Supporting us to improve financial processes
• Contributing to our understanding of the risks facing our organisation
• Supporting us to comply with HMRC requirements
• Helping us to create financial forecasts for the future as we develop and expand.

We currently have an Advisory Board that has no legal responsibility, the members of which we hope will stay on as Trustees of the new charity. The expertise represented by the current board are: fundraising, safeguarding, communications, and strategy & business planning. We therefore seek a finance expert to help ensure the success of the transition to charitable status, and who can hold responsibility for finances and risk for the new charity. 

As our organisation is led by lived experience, we would particularly encourage applications from people from migrant or refugee backgrounds. 

Who are we looking for?

• Formal finance qualification
• Experience/understanding of financial forecasting, payroll, corporation tax & charity accounting
• Experience of being on a trustee board before, particularly in a role relating to finance (preferable)
• Lived experience of migration or displacement (preferable)
• Willingness to attend quarterly advisory board meetings (and subsequently, trustee board meetings) as well as provide more ad hoc financial advice to the directors.
• Ability to operate at both strategic and practical levels
• Willingness to speak one's mind, listen to the views of others and constructively challenge
• Willingness to commit the necessary time and effort to being a board member (roughly 1 day per quarter, possibly rising to 2 where required).
• Commitment to our vision and values

As a financial advisor and later trustee with responsibility for finances and risk, you will help ensure the financial sustainability and compliance of the organisation, helping to ensure we can maintain and grow our support for young people from refugee and asylum-seeking backgrounds, at a time when support is needed more than ever. 

About The Pinnacle Centre

The Pinnacle Centre is a third space in Birmingham helping young adults grow holistically. We work across three domains: personal development, sports and wellbeing, and community and belonging.

Vision 2030 is where that work is heading. We're building a multi-purpose centre in Birmingham — sports facilities, co-working space, an auditorium and a café — designed as a home for young adults to train, work, learn and gather.

Role Summary

You run Pinnacle's finance function day to day: accurate books, timely reporting, tight controls and no surprises. The CFO sets financial strategy; you own the numbers underneath it.

Key tasks

1.  Bookkeeping & transactions

○ Record income and expenditure accurately and promptly.

○ Reconcile bank accounts, card transactions and payment platforms.

○ Process supplier invoices and volunteer expense claims in line with policy.

2.  Reporting

○ Produce monthly management accounts with commentary, not just figures.

○ Report budget against actual by department and flag variances early.

○ Track restricted fund spend against funder conditions.

3.  Controls & compliance

○ Enforce authorisation limits, expenses policy and segregation of duties.

○ Prepare for year end and support Companies House filings and the CIC annual report.

○ Keep records in a state that would survive scrutiny.

4.  Budgeting support

○ Help each lead build a budget they can realistically hold.

○ Provide event and programme costings, including cost per participant.

○ Challenge spending that is unbudgeted or unjustified.

What we're looking for

● Qualified, part-qualified or experienced in bookkeeping and management accounts.

● Accurate and methodical — small errors bother you.

● Confident with accounting software such as Xero or QuickBooks.

● Familiar with restricted fund accounting in a charity or CIC context (desirable).

● Discreet and trustworthy with confidential information.

What we have to offer

● Real ownership of a function, not a task list — you will shape how it works, not just execute someone else's plan.

● A seat in a team building towards a 2030 horizon, with a clear line of sight to the leadership team.

● Access to our network of founders, professionals, entrepreneurs and investors through Pinnacle's events programme.

● Training, mentoring and the opportunity to build and lead a team of your own as the organisation grows.

● The reward of building something in your city that will outlast all of us.

Please note: this is currently a volunteer position. Reasonable expenses for travel, equipment and refreshments are reimbursed in line with our Expenses Policy. As Pinnacle grows and funding allows, we expect several senior roles to move to paid positions, and volunteers already in post will be considered first.

About Roots Academy. 

Roots Academy’s Vision.

A generation of young Muslims who embody and promote a God-centred way of life.

At Roots Academy, we’ve built a learning experience that’s changing the lives of the ummah’s future leaders, change-makers and visionaries. Our Mission is to deliver a structured and transformative education in the Essentials of Islam in a way that lowers barriers to access, develops a deep certainty, and inspires action.

Why Does Roots Academy Exist?

Crisis of Faith: 1 in 4 young Muslims are leaving the religion due to various factors, primarily the pervasive anti-religious content and temptations they encounter online and offline. 

Roots Academy exists to bridge this gap by providing a structured and transformative Islamic education that speaks directly to the needs and challenges of young Muslims today, delivered in an engaging and accessible form that removes barriers to access and provokes thought and action.

Role Summary.

The Finance Analyst plays a pivotal role in scaling its financial operations as the organization transitions into a charitable entity. This role involves collaborating closely with the Finance Lead to enhance and develop robust financial systems and policies. The position is key to ensuring the organization’s financial operations are scalable, compliant, and efficient.

Key tasks

Financial Operations & Reporting: Support monthly financial activities including bank reconciliations, transaction reviews, accounts payable and receivable, reimbursements, invoicing, and basic financial reporting.

Financial Controls & Compliance: Review transactions for appropriate approvals, supporting documentation, budget alignment, and adherence to Roots’ financial policies. Help maintain accurate records and a clear audit trail.

Budget Monitoring: Support budget-to-actual tracking by monitoring spending, identifying variances, and escalating potential budget issues or unusual transactions to the Finance Lead.

Process & Documentation: Maintain finance trackers and supporting documentation, assist with month-end close activities, and help ensure that finance processes are followed consistently across the organization.

Cross-Functional Support: Work with program leads, volunteers, and leadership to resolve financial questions, follow up on outstanding items, and support the timely completion of finance-related requests.

Week in this role

Typical week may include:

• 1 hour — Financial Operations: Review and process reimbursements, invoices, AP/AR items, and other transactional finance activities.

• 1 hour — Financial Controls & Reconciliations: Review transactions for appropriate approvals and documentation, update finance trackers, and support reconciliation activities.

• 1 hour — Process & Documentation: Maintain financial records, organize supporting documentation, and assist with improving or standardizing finance processes.

• 0.5 hour — Finance Team Meeting: Meet with the Finance Lead to review priorities, discuss outstanding items, and align on upcoming activities.

Average time commitment: 3–5 hours per week. Work can generally be completed flexibly throughout the week, with additional time potentially required around month-end.

What We're Looking For

• Strong attention to detail and organization.

• Basic understanding of accounting and financial concepts.

• Comfortable working with Excel/Google Sheets.

• Ability to manage confidential financial information responsibly.

• Strong communication and follow-up skills.

• Interest in building financial systems within a growing non-profit organization.

• Accounting, finance, business, or related experience is an asset.

What we have to offer

• Be part of a team of 100+ dedicated volunteers around the world. 

• Receive continuous rewards for those that seek Islamic knowledge from the Roots platform. 

• Be a part of a growing organisation that aims to revive and educate Muslims from a grassroots perspective.

• Receive in-house tarbiyah sessions to develop your deen. 

Please note this is an unpaid volunteer position. 

Volunteers are entitled to claim expenses incurred for food, travel and equipment, in line with our Expenses policy.

About Roots Academy. 

Roots Academy’s Vision.

A generation of young Muslims who embody and promote a God-centred way of life.

At Roots Academy, we’ve built a learning experience that’s changing the lives of the ummah’s future leaders, change-makers and visionaries. Our Mission is to deliver a structured and transformative education in the Essentials of Islam in a way that lowers barriers to access, develops a deep certainty, and inspires action.

Why Does Roots Academy Exist?

Crisis of Faith: 1 in 4 young Muslims are leaving the religion due to various factors, primarily the pervasive anti-religious content and temptations they encounter online and offline. 

Roots Academy exists to bridge this gap by providing a structured and transformative Islamic education that speaks directly to the needs and challenges of young Muslims today, delivered in an engaging and accessible form that removes barriers to access and provokes thought and action.

Role Summary.

The Financial Analyst – FP&A will support the Finance Lead in building a more automated, scalable, and data-driven finance function for Roots Canada. This role will focus on financial analysis, forecasting, process improvement, automation, and the development of systems within tools such as Xero, Slack, Excel/Google Sheets, and other finance platforms. The position is key to ensuring the organization’s financial operations are scalable, compliant, and efficient.

Key tasks

Financial Analysis: Support budgeting, forecasting, cash flow analysis, and budget-to-actual reporting. Help identify financial trends, risks, and opportunities and translate financial information into useful insights for leadership.

Finance Systems & Automation: Support the implementation and optimization of Xero, including the Chart of Accounts, tracking categories, reporting structures, and financial workflows. Identify opportunities to automate repetitive finance activities.

Process Improvement: Review existing finance processes and identify opportunities to make them more efficient, scalable, and controlled. Help design and implement improved workflows across Finance and other teams.

Workflow & Data Management: Build and maintain finance-related workflows in Slack and other systems to streamline approvals, budget requests, reimbursements, reporting, and other recurring processes.

Reporting & Decision Support: Help develop financial dashboards and management reports that provide leadership with clear visibility into cash flow, spending, budgets, revenue, and overall financial performance.
 

Week in this role

Typical week may include:

• 1 hour — Financial Analysis:  Update forecasts, analyze budget-to-actual performance, review financial trends, and support monthly financial reporting.

• 0.5 hour — Finance Systems & Automation: Build or improve workflows in Xero, Slack, Google Sheets, or other finance tools to reduce manual work and improve efficiency.

• 1 hour — Process Improvement & Documentation: Review existing finance processes, identify opportunities for improvement, and document new or enhanced workflows.

• 0.5 hour — Finance Team Meeting: Meet with the Finance Lead to review priorities, provide project updates, and align on upcoming initiatives.

• 0.5 hour — Ad Hoc / Project Support: Support other finance projects, testing, data analysis, or system implementation activities as required.

Average time commitment: 3–5 hours per week. Work can generally be completed flexibly throughout the week, with additional time potentially required around month-end.

What We're Looking For

• Strong analytical and problem-solving skills.

• Interest or experience in FP&A, financial analysis, process improvement, or systems implementation.

• Strong Excel/Google Sheets skills.

• Comfortable learning and working with software such as Xero.

• Interest in automation and improving inefficient processes.

• Ability to translate business requirements into practical workflows or solutions.

• Strong attention to detail and ability to work independently.

• Accounting, finance, business, or data analytics experience is an asset.

What we have to offer

• Be part of a team of 100+ dedicated volunteers around the world. 

• Receive continuous rewards for those that seek Islamic knowledge from the Roots platform. 

• Be a part of a growing organisation that aims to revive and educate Muslims from a grassroots perspective.

• Receive in-house tarbiyah sessions to develop your deen. 

Please note this is an unpaid volunteer position. 

Volunteers are entitled to claim expenses incurred for food, travel and equipment, in line with our Expenses policy.