Finance accounts officer volunteer roles

We are seeking a new Treasurer with experience as a qualified accountant, to drive the financial sustainability our charity supporting unpaid carers.

What will you be doing?

Our Board of Trustees is made up of 11 trustees from a range of backgrounds including, health, social care, education and the private sector. 

Demand for our services is higher than it has ever been. Cases are increasingly complex and resources stretched. Changes to the funding landscape, including the Integrated Care Board (ICB) and North East Combined Authority (NECA) present both challenges and opportunities for the organisation.  As the ICB looks to make savings, new regional opportunities are arising with NECA, which require collaboration across a number of carer organisations. 

We are one year into our 5 year strategic cycle, which sets out clear priorities and goals. To help us grow and thrive, and, deliver our Corporate Strategy, we need a Treasurer who can:

• Oversee our finances and keep us sustainable
   
• Ensure we meet charity requirements 
   
• Support the management team with budgets, reporting, and good financial practice.

The Treasurer will play a vital role in guiding our Trustees in overseeing our finances and helping us succeed. We’re looking for someone who is a qualified accountant and is willing to give a few hours a month to support the work we do.

This is a great opportunity to put your skills to use in a meaningful way, and work with a committed and motivated board of trustees and senior leadership team, to help meet the needs of unpaid carers and work towards a more sustainable future.

What are we looking for?

We are looking for someone who is a qualified accountant who can oversee the organisation's finances and provide sound financial advise to aid the board of trustee in their decision making. 

Ideally we are looking for a Treasurer who has lived experience as a unpaid carer, but this is not essential.

What difference will you make?

As Treasurer, this is a great opportunity to put your financial skills to use in a meaningful way, and work with a committed and motivated board of trustees and senior leadership team, to help meet the needs of unpaid carers and drive our strategic vision and priorities. 

Before you apply

We will contact potential applicants, within 5 working days of their expression of interest, to arrange an informal meeting with the Chief Executive to talk through the role.

Following this and upon receipt of an application form, an interview will be arranged within 4 weeks.

Transform is looking for a new Treasurer to join our board of Trustees!

We are looking for a qualified accountant, preferably with experience in the charity sector; knowledge and experience of the drug sector an advantage.

As we are a small organisation this is quite a hands-on role. You will need:

 To work collaboratively with the CEO, our book-keepers and the auditors to produce annual accounts
and regular financial statements
 Proven accountancy qualifications, budgeting and understanding the finance of small
charities including a working knowledge of xero 
 Ability to translate finances in an easy-to-understand manner for different
stakeholders with less financial knowledge
 Good knowledge of charity governance rules and procedures
 To be passionate about the values and mission of the charity

You will also work closely with the Chair and the Board to ensure we are meeting our
financial objectives
You will be willing to bring experience, enthusiasm and commitment to the role, and be
willing to broaden the diversity of thinking on our board.

About Transform
Transform Drug Policy Foundation is a global leader in developing, and advocating for, more
humane drug policies. Our vision is a world where drug policy contributes to safer and
healthier societies. We want to recruit a treasurer, to oversee income and expenditure of the
organisation, to help drive forward our work.

This is an exciting time in drug policy. Rapid changes in approach are occurring in the UK and
internationally. Transform has a long history of shaping these changes and seeking to ensure
that reform reduces harm, improves social justice and protects public health. Our Anyone’s
Child campaign is a highly effective family-led movement that has had a significant impact
here and abroad. But like so many charities, we are feeling the strain from the cost of giving
crisis and gaining longer-term sustainable funding is essential for the continuation of our
important work. 

We welcome applications from all candidates with the skills and commitment to support the
work of Transform. We especially welcome applications from Black and minority ethnic
candidates as part of our commitment to ensuring a full diversity of experience is reflected in
our work. We are also interested to hear from candidates with personal lived experience
which informs their understanding of the need for drug policy reform.

Impact Initiatives is seeking a trustee with financial expertise to join our Board at an exciting time of growth and innovation.

This is an opportunity to support a values-driven charity working creatively to address complex social issues and to learn and work with a motivated committed team to make a positive difference to thousands of peoples lives each year. 

As a Trustee, you will:

• Contribute to long-term financial planning and resilience in a changing funding environment
• Ask the right questions at the right time, helping the Board understand risks, explore options, and make well-balanced decisions
• Support responsible innovation that aligns with Impact Initiatives’ values and risk appetite

Being an Impact trustee is a great way to:

• Support a cause you believe in
• Develop new skills,
• Enhance your CV
• Work with a wide range of people,
• Gain work experience
• Give yourself a new challenge
• Use skills for for purposes other than financial gain

We’re looking for a Treasurer who wants to join our friendly and committed Board of Trustees to support and develop the work of Maa Shanti.

About Maa Shanti

We offer practical support, advocacy, emotional support, and activities tailored to the needs of South Asian mothers. Services are available in person, online, or in a blended format, and the team speaks Bengali, Urdu, Hindi and Punjabi to ensure culturally sensitive engagement.

What will you be doing?

Key Responsibilities: 

• To oversee, approve and present all yearly budgets, quarterly and annual accounts and other relevant financial statements.
• Review budgets, accounts, and financial statements in advance of Board meetings.
• Present regular reports on the organisation's financial position.
• Advise fellow Trustees on a regular basis of the financial status of the charity, and where necessary, recommend action.
• Ensure the charity complies with legislative and regulatory requirements with regards to financial matters.
• Maintain sound financial management of the charity’s resources, ensuring expenditure is in line with the agreed budget and investment activities meet accepted standards and policies.

Time Commitment

• Quarterly Board meetings (which are currently held online).
• 2 away days a year. In addition to Board meetings, there will be some ad hoc work support required in between meetings.
• Overall estimated time commitment is 1 day a month.
• Remote/hybrid working offered if needed.

What are we looking for?

You do not need previous governance experience to join the board. We will provide an induction an ongoing support. 

Skills and experience: 

• Practicing finance professional (i.e. Accountant, Finance Manager, Finance Director).
• Ideally you will have charity finance experience.
• Ability to communicate and explain financial information to members of the Board.
• Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.
• Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.
• Effective communication skills and willingness to participate actively in discussion.
• Enthusiasm for the work of Maa Shanti. 

We warmly welcome applications from individuals who bring a wide range of experiences and perspectives to our Board. As a woman only and led-by-and-for organisation, all board members must be women, and at least 90% of the board must come from South Asian backgrounds.

What difference will you make?

Joining Maa Shanti’s Board is an opportunity to be part of a values-led, survivor-centred organisation making a real difference in the lives of women and children affected by domestic abuse. As Treasurer, you will help shape the future of a trusted, community-rooted charity at a time of growth and increasing need. You’ll work alongside a thoughtful, supportive Board and leadership team, contributing your perspective, skills and lived experience to ensure survivors’ voices remain at the heart of everything we do.

GFS is a charity dedicated to enabling girls and young women to become unstoppable. We are seeking people who are committed to gender equality, passionate about youth development, and who value safe, inclusive spaces for girls and young women. 

Roles: Various Trustee positions, including Safeguarding, HR and Treasurer

As a Trustee you will provide leadership and contribute to the Board of Trustees enabling the fulfilment of responsibilities for the overall governance and strategic direction of GFS.

We are looking for Trustees who care deeply about our mission and who bring experience, skills and enthusiasm to help steer the charity into its next chapter.

• The Treasurer is a member of the GFS Board of Trustees and is responsible for leading the Board’s oversight of the organisation’s financial strategy, governance, and sustainability.
• The Safeguarding Trustee provides strategic leadership and assurance on all aspects of safeguarding across GFS. They ensure that the Board of Trustees fulfils its collective duty to protect all children, young people, and adults at risk who come into contact with GFS’s activities.
• We are also looking for Trustees with experience in Human Resources and being part of People teams.
• See Safeguarding and HR Trustee roles for more details.

The Treasurer is a member of the GFS Board of Trustees and is responsible for leading the Board’s oversight of the organisation’s financial strategy, governance, and sustainability. Working closely with the Chair, fellow Trustees, and GFS staff, the Treasurer ensures that GFS manages its resources responsibly and in line with its charitable aims to support girls and young women.

Key Responsibilities

Financial Governance & Oversight

• Ensure that GFS operates within its financial policies, charitable objects, and legal and regulatory requirements (e.g., Charity Commission guidance).
• Oversee the financial strategy of GFS and provide leadership to the Board on financial planning, sustainability, reserves, and investment decisions.
• Review and monitor financial reports, management accounts, and forecasts, ensuring the Board receives clear and accurate information to support decision-making.

Budgeting & Reporting

• Work with the CEO and finance staff to review the annual budget and recommend it for Board approval.
• Oversee the preparation of annual statutory accounts and ensure timely submission of all regulatory filings.
• Present the annual accounts at the AGM in a clear and accessible way for members.
• Ensure that financial information is understood by all Trustees, supporting good collective financial stewardship.

Risk & Control

• Oversee financial risk management processes, including internal controls, cashflow, reserves, and investment management.
• Ensure GFS maintains appropriate financial procedures, controls, and delegations.
• Provide scrutiny and challenge where needed to support robust governance.
• Committee Leadership, Co-Chair the Finance and Fundraising Committee

Collaboration & Support

• Act as a key support to the Chair on matters requiring financial insight.
• Work in partnership with the CEO and finance staff, acting as a sounding board while respecting the boundary between governance (trustees) and operations (staff).
• Provide financial guidance to Trustees, helping to build confidence and capability across the Board.

Time Commitment

• Board Members serve an initial three-year term and are eligible for reappointment for an additional term.
• Three Virtual Board meetings and an in person in either in Central London or a central city (meetings are currently held on Saturdays).
• Occasional strategy days, workshops or working groups.
• Quarterly Sub - Committee membership depending on skills and capacity.
• Additional time for reviewing reports, advising staff, and supporting financial planning cycles.
• Attendance at the Annual General Meeting

Closing date: Monday 16 th February, 9am 

Optional Q&A Session: To be booked individually by contacting our recruitment team. 

Interviews: Thursday 26th and Friday 27th February 

BOARD MEMBER – EAST MIDLANDS, VOLUNTARY, FULL EXPENSES REIMBURSED

· Do you want to be a part of a vibrant and ambitious charity that delivers services to homeless people and others with a range of support needs?

· Do you have expertise in Housing or Finance?

· Do you have ambition to Chair a Board Committee?

· Do you want to contribute to the strategic direction of our successful and expanding organisation?

· Do you have a strong social conscience and the commitment to make a difference?

· If you have the motivation, vision and enthusiasm to join us in this exciting and challenging role, apply today!

Who Are We?

Framework is a registered charity delivering housing support, health, and employment services to people with a diverse range of needs. We assist rough sleepers and those who need help to keep their home. We support excluded youngsters as they make their way into adulthood and those starting or returning to work. We provide access to treatment for people with mental health issues and those using alcohol or substances, and we join up services for homeless people with multiple and complex needs.

Our 70 services across Derbyshire, Leicestershire, Lincolnshire, Nottingham, Nottinghamshire and Sheffield support more than 18,000 people each year and accommodate more than 1,300 people at any one time. Responding to their needs, respecting their choices and empowering them to achieve, we aim to make life better for our service users and those around them.

What We’re Looking For:

We are particularly keen to hear from people with expertise in Housing and Finance a finance/accounting qualification is essential). At least two successful candidates will also become members of the Audit and Risk Management Committee (ARM), with one having future aspirations to become the Chair of the ARM Committee.

By joining our Board of Trustees, you will be working alongside the Senior Leadership Team to navigate an external environment that is challenging and continually changing: budgets for support services have been drastically cut so we have to think carefully about how to create efficiency without compromising on quality.

Join Us as Treasurer – Help Build Financial Sustainability for Life-Saving LGBTQI+ Support

Naz and Matt Foundation is looking for an experienced Treasurer to join our Board of Trustees and help secure the future of our life-saving work supporting LGBTQI+ individuals from religious and culturally conservative backgrounds.

Since 2014, we've provided vital support to thousands of LGBTQI+ individuals facing family rejection, honour-based abuse, and threats because of their sexuality or gender identity. As we continue to receive unprecedented demand for our services, we need a skilled financial leader to help us build long-term sustainability and navigate our next chapter with confidence.

This is a unique opportunity to use your financial expertise to protect and strengthen a small charity doing essential frontline work – work that literally saves lives.

Role Summary

Job title: Treasurer (Trustee)
Type: Volunteer / Trustee
Location: Remote, with one in-person AGM in London per year
Commitment:

• Four online Board meetings annually (2 hours each)

• One in-person Annual General Meeting in London (one day)

• Ad hoc support and oversight of finances between meetings as needed

• DBS Check Required: Yes

• Reports to: Chair of Trustees (board role)

Who We Support
Our services support LGBTQI+ individuals - often experiencing rejection, abuse, or pressure to conform - from families where religion or culture plays a significant role. We also support parents who are struggling to accept their LGBTQI+ children.

As Treasurer, you’ll be helping to safeguard the future of this vital work by ensuring we remain financially sound, compliant and well-equipped to grow.

Key Responsibilities

Strategic Financial Leadership

• Lead the Board in its financial responsibilities, ensuring good financial governance and control

• Act as the main point of contact on financial matters between the Board, the CEO, and our external accountants

• Help set, review and monitor the annual budget

Oversight and Governance

• Work with the CEO and external accountants to oversee the preparation of management accounts, annual financial statements, and reporting to the Charity Commission

• Support the preparation of accounts for our annual independent examination

• Present financial updates at quarterly Board meetings in an accessible, transparent way

Risk and Compliance

• Ensure financial risks are appropriately identified and managed

• Monitor cash flow and reserves policy

• Ensure compliance with SORP (Statement of Recommended Practice) and Charity Commission requirements where applicable

Person Specification

• Demonstrable experience of managing finances or acting as Treasurer for a small charity or nonprofit

• Strong understanding of charity accounting and financial reporting requirements in the UK

• Familiarity with working alongside external accountants or independent examiners

• Ability to communicate complex financial information to non-financial audiences

• We are lived experience charity, and welcome applicants who have experience of:

  • Being LGBTQI+ or a parent of an LGBTQI+ child

  • Mental health or suicide prevention work

  • Growing up in a religious or culturally conservative environment

• Passionate about supporting communities affected by family-based LGBTQI+ rejection

• Based in the UK and legally able to volunteer

• Willing to undergo a DBS check

What You’ll Gain

• Use your financial expertise to support a mission that saves lives

• Join a welcoming, purpose-led Board of Trustees

• Play a critical role in the growth and long-term sustainability of a small, high-impact charity

• Help shape national conversations around LGBTQI+ rights, faith and acceptance

About Naz and Matt Foundation
Naz and Matt Foundation was founded in 2014 after the tragic loss of Naz (Dr Nazim Mahmood), who took his own life two days after his religious family confronted him about his sexuality. Since then, we’ve supported thousands of individuals and families, delivered hundreds of public talks, spoken in Parliament, worked with central government, and with police, schools, and media, and campaigned tirelessly for acceptance, love and understanding.

We exist to empower LGBTQI+ individuals, their friends and families to work through challenges of acceptance – particularly where religion is involved.

Everyone is welcome at our table – regardless of age, disability, gender identity, marital status, race, faith or belief, sexual orientation or socioeconomic background.

Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?

ECU is a small, dynamic non-profit working to transform the economy so that everyone has the freedom and security to live a good life. 

We are now recruiting for ECU’s first Treasurer, who will lead at board level on monitoring ECU’s financial performance and sustainability, ensuring that we have robust financial policies and processes in place, and supporting other board members to fulfil their collective responsibilities around finance. 

This is an exciting time to join ECU. We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue. Our work is challenging, fascinating, and fulfilling – and, with rising levels of inequality, an unfolding climate emergency, overstretched public services and a growing concentration of corporate power, it couldn’t be more important.

We are currently recruiting for the following Trustees:

• Finance Trustee
• Service Delivery Trustee
• Fundraising Trustees

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

The responsibilities for all Trustee roles are to:

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

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

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

The Co-operative College is undertaking a radical change in approach, transitioning into a charity that will leave society a lasting learning legacy, run a grants programme to advance co-operative education and work closely with partners to deliver our vision for a more co-operative world. 

As we embark on this journey, we are looking for dedicated and enthusiastic individuals to join our Board and Committees to help shape our future.  

We are recruiting for two Trustees (one of whom we hope will serve as Vice Chair) and up to two independent members for our Audit and Risk Committee. 

While our standard Trustee Job Description applies to all roles, we are looking for specific expertise to strengthen our board in the following areas: 

1. Vice Chair (Trustee Role) x1 

We are looking for an individual with experience in chairing, facilitation, or strategic leadership. As Vice Chair, you will act as a deputy to the Chair, working with them closely to support board effectiveness. This is an ideal role for someone looking to step into a senior governance leadership position. 

2. Trustee x1 

In addition to the Vice Chair, we are seeking a Trustee who brings professional strength in at least one of the below: 

• Finance and accounting 

• Charity governance 

• Grants and investment management 

3. Independent Audit and Risk Committee Members x2 

These are non-Trustee roles - we are looking specifically for independently minded finance professionals who will bring constructive challenge and fresh perspectives. We are looking for applicants with experience in at least one of the below: 

• Finance and accounting (qualified or part-qualified, highly desirable) 

• Grants management 

• Investment management 

As an educational charity, we believe in the power of learning. New appointees will be signposted to relevant training and will take part in our induction programme, so that they feel confident in contributing their unique skills and experiences. They will also have the opportunity of being appointed a buddy, who can support them as they begin their time with us.

Positive Futures is seeking a qualified finance professional to join our Board as Treasurer. This is a pivotal role for someone with experience in charity finance or complex organisational structures, who can provide strategic oversight and ensure the long-term financial health of our organisation. The successful candidate will offer guidance on financial planning, risk management, and ethical investment, working closely with the CEO and trustees to safeguard the organisation’s resources while supporting its mission to improve outcomes for children, young people, and families.

We seek a finance professional with charity or complex organisational experience to:

• Provide financial oversight and assurance
• Chair the Finance & Risk Committee once established
• Support long-term sustainability and ethical investment
• Oversee reserves, audit, controls and financial planning

​If you are committed to strong, ethical financial stewardship and want to apply your expertise to help shape the governance and sustainability of a values-led organisation, we would be delighted to hear from you.

How To Apply

To apply, please submit:

• Your CV
• A short covering letter (max 2 pages) outlining:

           – Why you want to join Positive Futures

           – Which role you are applying for

           – How your experience aligns with our mission and needs

Closing date: 1st March 2026

Position Title: Treasurer Trustee

Location: Hope Nottingham CIO

Reports To: Board of Trustees

Term: 3 year term up to a maximum of 3 terms

Time Commitment: Bi-monthly evening Board Meetings in Beeston, Nottingham. Monthly review of financial reports, ongoing auditing through spot checks. Bi-monthly finance sub committee meetings, can be online or in person in day or evening to suit the right candidate.

Hope Nottingham began as a small drop-in café, with a dozen volunteers in 2010. It has now grown to encompass 2 community hubs, a network of foodbanks, with eleven staff and 350+ volunteers. We support communities across Nottingham, seeking to offer holistic and life changing support to thousands of people. We hold the East & West Nottingham Trussell franchise and partner with many churches and organisations such as Citizens Advice.

If you are looking to make a real difference in your community, this could be the opportunity for you! Now in our 15th year, Hope Nottingham seeks a new Treasurer.  With the other Trustees, you will be responsible for our overall governance, strategic direction, and our financial health and activities. Whether you are an experienced Trustee, or wanting to take your first step at Board level, we are particularly keen to recruit members of the local community with financial skills.  We have a strong Senior Leadership team, are in a good position financially and have recently invested in an external independent financial review, with the need for a Treasurer being the main recommendation. Could you be the right person to join our team?  We are a Christian charity but welcome those of all faiths or none, we just ask that you will uphold our Christian values. We are also always looking to increase the diversity of our board.

Overview of role

The Treasurer is a key member of the Board of Trustees. In addition to their general trustee duties, they are responsible for overseeing the financial governance and health of the charity. This includes ensuring (via auditing and review) that the charity's finances are well-managed, transparent, and in compliance with legal and regulatory requirements. The Treasurer works closely with the Chief Executive Officer, and other members of the Board to ensure sound financial planning, risk management, and reporting. The Treasurer also leads the Finance Committee and reports to the trustees on all financial aspects of Hope.

Key Responsibilities (with specific tasks highlighted in italics)

1. Financial Oversight and Governance

• Ensure the charity has appropriate financial policies and procedures in place to safeguard its financial resources.Review the financial controls policy and manual at least annually
• Keep the Board informed of its financial duties and responsibilities
• Provide leadership in setting and maintaining high standards of financial governance and accountability.
• Ensure the charity operates within its budget and is managing resources efficiently, while safeguarding its long-term financial sustainability. Review of monthly financial reports with the CEO before the Finance Committee meeting.
• Act as a bank signatory and oversee banking procedures  Authorise payments as required, review bank reconciliations and approve mandate changes

2. Budgeting and Financial Planning

• Oversee and approve the annual budgeting process, ensuring that financial planning supports the charity’s strategic goals. Review and input into annual draft budget with CEO and finance committee members
• Provide advice and guidance to the Board on financial matters, helping trustees to understand financial reports and implications of financial decisions. Input into finance sub-committee meeting and report back to Board
• Review and approve the budget and financial forecasts, ensuring they align with the charity’s priorities and objectives and financial position. Review performance against budget through the year via monthly financial reports

3. Financial Reporting

• Oversee the preparation of regular financial reports ensuring they are accurate, timely, and in line with the charity’s financial policy.  Review financial reports presented by CEO before discussing at the Finance Committee meeting and presenting a summary report to the trustees
• Present financial updates to the Board of Trustees, highlighting any concerns or issues that need attention.

4. Audit and Compliance

• Monitor cash flow, income, and expenditure, ensuring that the charity remains financially solvent and sustainable.
• Oversee Quick Books access  Treasurer has administrator level access and approves users and their access
• Oversee bank reconciliationsCEO completes reconciliation after end of month and informs Treasurer for their sign off
• Oversee the payroll process to ensure staff payments, PAYE and pension are processed and reported as required CEO will report by exception as payments generally do not change save for contract or pay change, minimal overtime. Treasurer has access to BrightPay and TPT Pension portal and can view any documents there.  
• Oversee the annual audit process, liaising with external auditors when required and ensuring the charity’s financial statements are audited in a timely and accurate manner.  A shared mailbox is used for all audit communications to keep Finance Committee in loop of any queries. Any meeting with auditor, Treasurer to attend.
• Review the audited financial statements for accuracy and recommend their approval to the Board at the Annual General Meeting. Draw attention to important points in an easily understandable way and sign off when audit is completed by the external auditors
• Ensure compliance with all relevant laws and regulations, including charity law, tax law, and Charity SORP financial reporting standards, including charity accounts being kept up to date on Charities Commission website. Review and keep up to date with Charity SORP requirements

5. Risk Management

• Identify financial risks and develop strategies to mitigate them.Review Financial risks on risk register quarterly and as part of finance sub committee
• Ensure that the charity has appropriate insurance and other safeguards in place to protect its assets. Review insurance requirements with the CEO a month before renewal date to ensure we have adequate cover in place and to obtain alternative quotes if appropriate
• Advise the Board on the management of financial risks and any significant financial challenges facing the charity.
• Review any substantial or complex grant terms

6. Fundraising and Income Generation

• Input into and provide financial oversight of fundraising activities and income generation strategies, ensuring they align with the charity’s financial goals. Input into and review fundraising strategy and review effectiveness on quarterly basis
• Advise on the viability of fundraising campaigns and the allocation of resources to maximise financial returns. 
• Assist in ensuring that fundraising activities comply with legal and regulatory requirements.

7. Financial Strategy and Sustainability

• Contribute to the long-term financial strategy of the charity, helping to ensure its financial sustainability.
• Ensure the charity has an appropriate reserves policy Review reserves policy and reserves calculation annually
• Advise on diversification of income streams and opportunities to strengthen the charity’s financial position. Review income streams quarterly to highlight opportunities or risks e.g. individual / corporate / grants
• Help develop investment strategies and manage assets in line with the charity’s financial objectives, legal responsibilities and values. Review bank interest rates annually. CEO to notify on changes to interest rates or bank charges as received

8. Chair the Finance Sub-Committee

• Act as the Chair of the Finance Sub-Committee, leading agenda, discussions and decision-making on financial matters. A pre-meeting with the CEO and treasurer is required so fully informed in advance of committee meeting.
• Ensure that the Finance Sub-Committee operates effectively, reporting regularly to the full Board.

We’re looking for a motivated finance professional to join our Trustee Board as Treasurer, provide us with financial strategic direction and help us maintain our long-term sustainability

Working closely with our Chair and Chief Officer, your key responsibilities will include:

• Keeping the Board informed about its financial duties and responsibilities

• Guiding and advising the Board in the approval of budgets, accounts and financial statements

• Chairing the Board’s Finance Sub-Committee

• Reviewing the quarterly and year end accounts produced by our Administrator

• Presenting the year end accounts at the Annual General Meeting

• Ensuring that proper financial procedures and controls are in place to safeguard the charity’s resources

• Ensuring that the charity has appropriate reserves and investment policies

You don’t need to have been a trustee before, but you’ll need to:

• have recognised professional financial qualifications or experience

• ideally, have some knowledge or experience of charity finances

• be familiar with Quickbooks accounting systems and spreadsheets

• have the skills to analyse proposals and examine their financial consequences

• be able to explain complex financial information in an accessible way

• be able to exercise good independent judgment and if necessary to make difficult recommendations

• work effectively as part of a team

• have the time and flexibility to respond to the demands of the charity

• be willing to learn about and follow the Citizens Advice aims, principles and policies, including confidentiality, equality and data protection

• represent Citizens Advice professionally at all times

Please note that while a large part of the role can be performed remotely, in-person attendance is expected for the board and trustee meetings.

If you are interested in joining our successful and expanding service, as we continue to meet the advice needs of the diverse communities we serve, we would love to hear from you. 

Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?  ECU is a small, dynamic non-profit working to transform the economy. Join us!

What will you be doing?

In addition to the responsibilities of all board members, the Treasurer will: 

1. Support the Board to review and monitor ECU’s financial performance and sustainability
2. Ensure the Board receives timely, accessible and accurate financial information
3. Support the team to develop and maintain robust and proportionate financial policies, processes and risk management systems

What are we looking for?

• Commitment to ECU’s mission and values
• Commitment to the legal duties and responsibilities
• Financial management experience, policies, risk
• Qualifications
• Able to interpret, interrogate and communicate financial information
• Work as part of a diverse team, and devote the time 

Desirable - treasurer experience

What difference will you make?

We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue.

Before you apply

• Your interest in this role and what you could bring to it
• What would you want to learn and gain?

Interview 25 Feb in London (expenses paid)