Finance accounting manager volunteer roles

To guide Hackney CVS through a new chapter, we are looking to strengthen our Board with individuals who bring professional and lived experience.

Who we're looking for

We are looking for our next Treasurer, and trustees to join our Finance, Audit and Risk Sub-Committee, with experience in strategic financial management, liaising with external investment managers and an understanding of investment policies and practice. Expertise in charity finance including understanding of Charities Statement of Recommended Practice (SORP) is also preferable.

Additionally, we are looking for individuals with expertise in change management, people and culture, ideally with experience in purpose-driven organisations.

We're keen to hear from both experienced trustees, and those without previous trustee experience interested in the opportunity to learn and develop.

We strongly encourage applications from local residents, and individuals with lived experience of the specific challenges and opportunities in Hackney and the City of London, and those representing the diverse communities we serve.

Key accountabilities

All trustees are accountable to the Co-Chairs of the Board.

Their role is to:

• Ensure that the organisation pursues its stated objects (purposes), as defined in its governing document, by developing and agreeing a long-term strategy

• Ensure that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations

• Ensure that the organisation applies its resources exclusively in pursuit of its charitable objects

• Ensure that the organisation defines its goals and evaluates performance against agreed targets • Safeguard the good name and values of the organisation

• Ensure the effective and efficient administration of the organisation, including having appropriate policies and procedures in place

• Ensure the financial stability of the organisation

• Protect and manage the property of the charity and ensuring the proper investment of the charity’s funds

• Follow proper and formal arrangements for the appointment, supervision, support, appraisal and remuneration of the Chief Executive

In addition, trustees may take on specific responsibilities through our sub-committees or task and finish groups. Trustees may also lead for the board on significant projects or pieces of work to provide oversight and challenge.

#trustee #governance #boardoftrustees

We’re looking for trustees​

I’m Tom, Chair of the Board of Trustees for We The Curious. ​

We are looking for individuals with specific skills to join our trustee board who are passionate about creating a more inclusive, resilient, and sustainable future through science and creative experiences. ​

Following a prolonged closure due to Covid and then a fire in our venue, We The Curious reopened to the public in July of 2024. One year later we have newfound opportunities and challenges ahead and we need people with fresh perspectives and particular skills to help us continue to grow. ​

Finance – we are looking someone who is a chartered accountant and who has financial experience and expertise that they can bring to our board, as well as our Finance & Risk Assurance Committee​

Legal – we are looking for a qualified lawyer to bring strategic legal and compliance expertise to our board and our Finance and Risk Assurance Committee. ​

Fundraising – we are looking for someone with fundraising and development experience to join our board, and either our Purpose or Finance and Risk Assurance Committee.​

Education – we are looking for someone with experience in primary or secondary education​

If you feel energised by our charity, this opportunity and have expertise in any of these areas then we’d love to hear from you!​

Tom Betts, Chair of Board of Trustees, We The Curious​

What is a trustee?​

Trustees have overall control of a charity and are responsible for making sure it’s doing what it was set up to do. They may be known by other titles, such as:​ Directors, board members, governors, committee members​

Whatever they are called, trustees are the people who work with our experienced leadership team to provide support, encouragement, challenge when needed and help to decide how the charity is run. Being a trustee means making decisions that will impact on people’s lives. As part of the board of trustees at We the Curious you will be making a difference to the community in Bristol and the surrounding area and helping us to connect and empower people through science. Trustees use their skills and experience to support their charities, helping them achieve their aims. Trustees also often learn new skills during their time on the board.​

-Charity Commission, find out more here​
 ​
About We The Curious​

We The Curious is an educational charity and one of the UK’s leading science centres. ​

We produce experiences that bring people together to play, get creative with science and explore different ideas around science, technology, natural history and the environment. ​

We work with partners, locally and nationally, supporting people to be inquisitive, develop new skills and improve their wellbeing.​

We are progressive, inquisitive, collaborative, playful and creative.​

Vision​

What if everyone is included, curious, inspired by science to build a better world together?​

Mission​

Our aim is to connect and empower people through sharing creative experiences which celebrate unknowns in science.​

Our work as a charity is driven by five key pledges:​

_Cultivate Curiosity​

_Include Everyone​

_Open Up Science​

_Sustainable Futures​

_Build Resilience​

You can find out more about these in our Manifesto.​

​What will you do in this role?​

As a trustee you will provide advice, knowledge and support to the leadership team at We The Curious. ​

With the steer of the Chair, the board of trustees ensures we pursue our purpose responsibly, are compliant with our governing documents, charity law and other relevant legislation. The board will review and advise on best practice and appropriate policies and procedures and uphold excellent governance. ​

Below are some of the key areas of work generally as a trustee.​

As a trustee you will:​

_Contribute individual skills and knowledge in support of the vision and strategic delivery​

_Uphold the values of We The Curious​

_Safeguard and advocate for the work and vision of We The Curious​

_Act as ambassadors locally, nationally and internationally​

_Assist with the evaluation and review of the policies, goals and targets of the organisation​

_Encourage investment and growth​

_Drive innovation and change​

_Oversee the effective and efficient administration of the organisation and long-term financial stability​

_Contribute to working groups for specific focus on projects​

All Trustees should use their specific skills, knowledge or experience to help the Board of Trustees reach informed decisions in the best interest of We The Curious. ​

This will involve scrutinising Board papers, leading discussion and providing guidance as requested by the Board on new initiatives or other issues relevant to the area of our work in which the trustee has expertise. ​

​Finance - as a trustee with strategic financial experience you will:​

_Help to provide financial oversight for the charity, ensuring resources are used, invested and spent in line with legal requirements​

_Ensure the charity complies with charity law and financial governance requirements​

_Advise the board and leadership team on when to seek external financial advice for complex matters​

_Join our finance and risk assurance committee and regularly monitor the management accounts and financial reporting with a view to becoming chair of the committee​

We are looking for qualified accountants with practical up-to-date knowledge of management accounting principles, financial reporting and charity finances, analytical skills and strategic thinking. ​

Legal -  as a trustee with legal expertise you will:​

_Contribute strategic advice to the board on the legal implications of our plans and initiatives​

_Advise the board and leadership team on when to seek external legal advice for complex matters​

_Ensure the charity complies with its governing document, charity law and other relevant legislation ​

_Join our finance and risk assurance committee and work to manage any legal risks, ensuring policies and procedures align with best legal practices​

We are looking for qualified lawyers with strong knowledge of company and charity law, analytical skills and strategic thinking.​

Fundraising -  as a trustee with fundraising and development expertise you will:​

_Contribute strategic advice to the board around fundraising and development strategy​

_Advise the board and leadership team on potential funding streams ​

_Join either our finance and risk assurance committee or our purpose committee​

We are looking for people with strong background in fundraising and strategic thinking. ​

Education -  as a trustee with primary or secondary education expertise you will:​

_Contribute strategic advice to the board around education of school aged children (key stages 1 to 4)​

_Advise the board and leadership team on issues around education – which could include curriculum and traditional education, alternative education, CME or SEND provision ​

_Join either our finance and risk assurance committee or our purpose committee​

We are looking for people who are passionate and knowledgeable around the education of young people and share our commitment to equitable education for all.​

​Time commitment ​

_We hold quarterly board meetings, typically from 4pm to 7pm. Trustees are expected to attend and contribute to all meetings either in person or by joining virtually. ​

_Papers for the board meetings are sent one week prior and from time-to-time will include specific asks or requests for information and input from trustees.​

 _ You will also be asked to take part in one of our quarterly committee meetings which take place virtually two weeks prior to the board meeting, typically from 4pm to 6pm.​

_We hold one annual board away day,  typically from 10am to 5pm which takes place in person.​

_ Board Meetings are located at the We The Curious offices within the science centre in central Bristol, and our away days take place at an alternate venue in Bristol once a year. ​

_ You may also be called upon for advice or assistance by the leadership team, for example to give input on areas related to your specialism, attend additional meetings or to be present at We The Curious events. ​

Remuneration ​

This is a voluntary role. Reasonable travel expenses will be covered. Refreshments are provided at Board meetings and lunch is provided at the annual strategy away day. ​

 You will have:​

_Free entry to our venue during opening hours​

_12 tickets per calendar year to give away​

_20% off in the We The Curious shop at our venue and online​

_Free parking at Millennium Square car park for meetings​

_Secure cycle storage​

Terms of appointment​

_Trustees are appointed to an initial three-year term of service (including a 12-month probationary period).​

_Trustees can serve a maximum of six years with a reappointment after the first term of three years unless the trustee holds an office, such as Chair or Deputy Chair, in which case they would be eligible for a further three-year term. The maximum term of office is nine years. ​

Probationary period​

This post is subject to a 12-month probationary period.​

What we're looking for from you​

We have ambitious plans for We The Curious and are looking for people that embody our values and have some of these skills/knowledge to help achieve our plans.​

Values​

_Embody our values. Collaborative, Creative, Inquisitive, Playful and Progressive ​

_Be committed to our vision and key manifesto pledges of Cultivating Curiosity, Including Everyone, Open Up Science,  Strive for Sustainable Futures and Build Resilience ​

_Have a positively questioning mind to help We The Curious fulfil its  vision​

_Act with integrity and in the best interests of We The Curious at all times​

_Work effectively as a member of a team and take decisions for the good of We The Curious​

Skills/Knowledge ​

We want to ensure that our board bring a variety of skills and knowledge to We The Curious. At this time we are looking for people to join us who have skills in finance, law, fundraising and education. ​

Including everyone​

We want our people to reflect our city and build a place where everyone feels like they can belong. But we know that our organisation doesn’t yet represent the rich experiences and cultures of Bristol. We think when our board reflects our city it will lead to innovative , well informed and better decision making. We’ll be more resilient, inclusive, and better equipped to fulfil our vision and mission. ​

We especially want to hear from you if:​

_You identify as and/or have lived experiences with either:  African and African Caribbean heritage, Carers, d/Deaf, Disabled, East Asian heritage, Global majority, LGBTQIA+ and/or non-binary, Neurodivergent, South Asian heritage, under 40, Visually impaired, Woman, Working Class​

I’ve never been a trustee before, should I apply?  ​

Yes! If you feel you connect with these values or have the skills/knowledge we are looking for, then we’d love to hear from you. ​

You just need to be at least 18 years old.  You don’t need formal qualifications, or previous trustee experience or a science background. We’ll give you training on good governance and opportunities for mentorship. ​

If you are an aspiring trustee or want to know more about trustees, you may find the charity commission guidance useful.  ​

Supporting you​

Training​

If you join the board, you will have an induction and onboarding experience to support you with your role and get you connected with the rest of the organisation.​

If you are a first-time trustee or want a refresher, we will provide you with training on good governance and other topics related to your role. We will also provide you with mentorship from other members of the board. 
​
Support during the process​

We The Curious is a Disability Confident Employer and we welcome applications from candidates who self-assess themselves as having a disability. We will guarantee an interview to applicants who advise that they have a disability and who meet the minimum criteria for a job vacancy. To help you, under the Equality Act 2010 a person is defined as having a disability if a) they have a physical or mental impairment, and b) the impairment has a substantial and long-term adverse effect on their ability to carry out normal day-to-day activities.​

We want to work with you to ensure the recruitment process is accessible for you.​

If you are disabled,  neurodivergent, or if you have a long-term health condition, we’ll be happy to make reasonable adjustments to our processes for you.​

You’ll have the opportunity to let us know about any adjustments you may need throughout the application and selection process. We’ll continue this conversation if you join us as a staff member, and we’ll work with you to make sure you have the adjustments you need to succeed in your role.​

Examples of adjustments could include:​

_providing alternative formats at every stage​

_options to apply ​

_extra time for tasks​

_providing some extra information about what to expect​

_office orientation before an in-person interview.

Application process​

Deadline for applications:11.59pm Sunday 22 February 2026

Interview dates and location:11 March - 20 March 2026 at We The Curious

Start date: Induction process will take place during April. First committee meetings likely take place in May.

Application process:​

If you would like to apply, please upload a copy of your CV and complete the application questions. The questions are designed to assess your experience and suitability for the role. ​ You have the option to answer these questions in a written format or by submitting your responses by video or audio. Please see the application form for more details. ​
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We appreciate interviews can be stressful, so we try to make them more of a conversation and a chance for you to tell us about how your qualifications, skills and experience make you the right person for the role.​​
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If you have any particular needs or requirements, please do let us know so we are able to make the required adjustments.​​

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.

Join Taunton Brewhouse Board as Finance Trustee, develop skills in charity finance and support us in bringing entertainment and culture to our community.

Having grown substantially over the past 12 years, we are moving into a new era of development.   This includes and celebrates the 50th anniversary of the founding of the theatre which takes place in 2027.

Our current Trustee for Finance retires shortly, and we seek a new Finance/Director to take forward this key area.

As Trustee responsible for Finance, you will have specific responsibilities for

• providing financial guidance to the Board on matters put before it
• chairing quarterly meeting of the F&GP Committee
• oversight of financial management through monthly meetings with senior finance team
• liasing with professional advisers as necessary

You will share with other trustees the regular responsibilities for all:

• agree strategy and goals for the charity and Taunton Brewhouse
• appoint and set salarie for senior management
• give oversight and support to management
• ensure due diligence in regulatory matters including safe-guarding
• pay attention to financial management
• ensure a robust approach to the management of risk.

Apart from time commitments indicated for Finance, the Board meets quarterly on Monday evenings with other meetings as necessary (sometimes on line).  There is an annual 'away-day' for trustees and the AGM which takes place in November.

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.

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 

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 dedicated to enabling and empowering dancers to thrive professionally and personally, both during and beyond their performance careers.

DCD is seeking a new Co-opted Committee Member with finance expertise and an interest in dance to join the Finance, Audit & Risk Sub-Committee of its Board of Trustees. The organisation welcomes candidates with experience as a Treasurer or as a member of a Finance, Audit & Risk Committee, ideally within the charity sector, who have a strong understanding of charity accounting, governance, and risk management.

Finance Lay Trustee

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

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

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

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

THE OPPORTUNITY

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

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

WHO IS PATIENT INFORMATION FORUM?

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

WHAT MATTERS TO US

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

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

IF YOU JOIN US…

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

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

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

WHO WE’RE LOOKING FOR

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

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

We are particularly seeking someone to:

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

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

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

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

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

WHAT’S NEXT?

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

The closing date for applications is Fri 20 February.

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

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

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

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.

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

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.

Migrateful is looking for new Trustees to help guide our next chapter! Migrateful runs cookery classes in London and Bristol led by refugees and migrants to support them on their journey to integration & employment.
 

Trustees play a vital role in setting strategic direction, strengthening governance and acting as critical friends to the executive team, ensuring Migrateful continues to deliver high quality, impactful work in line with its charitable purpose.

We are currently looking for a trustee with financial qualifications and experience, ideally including charity finance and fundraising, who will support the Finance and Risk Subcommittee. This includes overseeing budgets, monitoring financial performance, reviewing financial and operational risks, and providing assurance on internal control systems to support financial decision-making.

Trustees will play a pivotal role in ensuring Migrateful can continue to grow and deliver meaningful impact for migrant and refugee communities. They will help support the continued expansion of our cookery class programme, which provides vital training, employment and integration opportunities and a platform for migrant-led cultural exchange. 

For more information please see our trustee recruitment pack.