Finance and governance manager volunteer roles

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.

YES is seeking a Trustee Treasurer to join our Board and provide strategic financial
oversight, supporting the charity’s sustainability and continued impact for children and
young people’s mental health and wellbeing.

As a Trustee, you will share collective responsibility for governance and strategic
direction. As Treasurer, you will act as the Board’s lead for finance, offering informed
oversight, guidance, and constructive challenge, drawing on your professional finance
or accountancy experience.

Key Responsibilities

• Act as the Board’s lead Trustee for finance.
• Support the development and oversight of financial strategy, budgets, and financial controls.
• Provide scrutiny and challenge in relation to financial reporting, processes, and risk.
• Ensure the Board is informed of relevant financial regulation, compliance, and best practice.
• Contribute a financial perspective to Board discussions and organisational decision-making.

About You

You will bring relevant financial management experience (ideally with an accountancy
qualification), strong communication skills, and a commitment to good governance.
You will be confident working collaboratively and providing constructive challenge.
Previous trustee or charity sector experience is welcome but not essential.

Inclusion

YES values the insight that lived experience brings to effective governance. We
particularly welcome applications from people with diverse lived experience,
including LGBTQ+ communities, global majority backgrounds, and lived experience of
mental health challenges.

We are looking to recruit a co-opted member to our Finance, Audit & Risk Committee who:

·Is passionate about the work of St Christopher’s

·Is an experienced, qualified accountant

·Has a knowledge and experience of risk and audit committees (as an auditor, executive or committee member)

About the role:

As part of the Finance, Audit & Risk Committee, the co-opted member will help to achieve St Christopher’s strategic ambitions, working with the Executive Team, Trustees and Directors. The co-opted member will provide guidance and expertise to further the charity’s strategic goals, act as an ambassador for St Christopher’s values and help to make a difference to the people we support and care for.

Responsibilities of co-opted members

Co-opted members are expected to:

● Demonstrate an ability to analyse complex information, to question, probe and seek clarification in order to come to an independent and unbiased view

● Have a genuine interest in, the work of the St Christopher’s and end of life care

● Act as an advocate for St Christopher’s to enhance its reputation

● Promote and demonstrate high standards of ethical behaviour and corporate governance.

● Bring relevant expertise and experience

● Spend adequate time preparing for, attending and actively participate in meetings, contribute to debates providing constructive challenge when appropriate and complete actions as agreed

● Maintain strict confidentiality regarding sensitive information and the business of the Committee 

● Exercise independent judgment, particularly avoiding any personal conflict of interest and ensuring that all relevant business, professional, and other interests are declared

● Understand and respect the relative roles of the Board and the Executive

● Act at all times within the best interests of the charity and comply the Trustee, Co-Opted Sub Committee member & Non Executive Director Code of Conduct expectations

Time commitment

Co-opted members will be expected to:

· Prepare for and attend a minimum of four Finance, Audit & Risk committee meetings each year (usually online)

· Undertake St Christopher’s induction and mandatory training requirements

· Participate in an annual review meeting with the Chair of the Finance, Audit & Risk Committee

· You may be called upon to attend additional meetings to deal with any urgent matters

Period of Appointment

· The appointment is for two years from the date of appointment with an annual review by the chair of the Finance, Audit & Risk committee. Reappointment renewable by mutual consent.

Important Information

· We encourage applications from people from diverse backgrounds, if you require any reasonable adjustments as part of the application process, please inform us along with your application

· The role of a co-opted member is voluntary, and co-opted members do not receive any remuneration for their services. Reasonable out-of-pocket expenses incurred while carrying out the role will be reimbursed in accordance with the trustees’ expenses policy.

· You must be 18 years old or over

· This role will require the following pre-engagement checks: an enhanced DBS check and two references

THE OPPORTUNITY

Have you got finance or adult social care knowledge and experience that you would like to use as a way of giving back to your local community? Then your experience will be valuable as a Trustee here at the Harrison and Potter Trust.

This is a great opportunity to get involved with a charity that focuses its work on the provision of housing. You'll support those in need of decent homes across Leeds, while learning and building on your governance skills. Your professional know-how will make a difference where it matters.

So, can you lead in collaboration with your fellow Trustees to ensure that the vision and mission of our charity are achieved? Then, we'd like to learn more about how your financial or social care knowledge and experience can support our Trust.

WHO ARE HARRISON AND POTTER TRUST?

Harrison and Potter Trust is a Leeds-based charity supporting people to live well. We have almshouses on Lovell Park Road and Raglan Road, and offer safe and secure housing. We also give grants to local groups, supporting people facing financial hardship. Our focus is especially on housing needs and social isolation.

WHAT MATTERS TO US

Securing a decent home in Leeds continues to be a challenge for a great number of people, young and old. Housing stock is limited, particularly for people on limited means. We’re proud to be supporting the people who live in our houses who might otherwise have struggled to find good, safe, and clean housing.

IF YOU JOIN US…

You'll join a Board that is keen to welcome new Trustees who will bring energy as well as broader experience. Your knowledge and skills will enhance and support our important work as a charity.

Sharing our commitment to honour our settlors’ legacies will be a focal point for you. Providing housing for older people and supporting local charities will be your shared mission.

The strategic experience gained through a trustee role can have a powerful impact on your career. You'll grow in personal development through a role that is flexible around other commitments.

WHO WE’RE LOOKING FOR

All Trustees need certain qualities such as integrity and commitment. You'll also learn about the importance of effective governance.

We are particularly seeking:

• a Finance Trustee with knowledge of charity accounts and managing investment portfolio
• a Trustee with Adult Social Care experience within a Local Authority or Housing Association

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 the Harrison and Potter Trust.

What’s next?

Eastside People is supporting Harrison Potter and Trust in the recruitment of these roles. You can click here to apply today.

The closing date for applications is Wednesday 25th February. Shortlisting interviews will take place shortly after. Shortlisted candidates will then have an interview with Harrison and Potter shortly after this.

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

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.

Treasurer for Age Concern Twyford & District

Do you have an interest in helping our charity that supports older people in our community?

If you have a head for financial matters, you could add to and assist our trustees’ management of our finances.                      

Initially set up in 1988, we are an independent local charity (Charitable Incorporated Organisation No. 11163722) that promotes and maintains independent living for older residents in and around our local community. We are not affiliated with any similar organisations, but work closely with other Wokingham Borough-based charities and support organisations.

We provide a Day Centre with activities, lunches and optional take-home meals, activities including arts, singing and dancing, plus a range of support services including assistance with form-filling, handypersons and a listening ear to support families.

In 2024/25, our income was £250k, a small rise on previous years, and our services and facilities remain well-used and very well-appreciated in our community.

The Role

We are a small and collaborative trustee team, working closely with the staff in the centre to provide a service to our local community. Our Board includes some people with experience and skills in the services we provide to older people or other professions, and we’d expect trustees to have empathy with our cause and our beneficiaries. 

Although we’d welcome your financial qualification, that’s not a requirement, as our finances aren’t complex. An understanding of how charity finance works would be beneficial of course, with the ability to communicate financial information clearly, especially to other trustees, being important. Support from our employees is always available, as they will be dealing with the day-to-day finances.

You don’t necessarily need prior experience of charity trusteeship, as advice from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist help as a new trustee, including access to external training.

​We are a charity not a commercial business, but we apply business principles to governing our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board and strongly welcome applications from people from less-represented groups. 

​The focus of a trustee role is strategic, and trustees will not be expected to get involved in the organisation’s operations on a day-to-day basis; however, contact and liaison with other trustees and employees is expected.   

​We ask for about five hours per month, which includes all meetings, discussions, etc., although that time commitment will rise at year-end and for our AGM.
You will need access to digital communications, as some our charity’s business is run that way.

This appointment is being assisted for us by involve Community Services, a charity-support organisation, who can supply you with a detailed Role Description and Skills Specification, and offer advice about trusteeship, even assist your application. Click "Apply Now" below to find out more.

We are looking for a dedicated Volunteer Treasurer to join our Board of Trustees and help guide the financial well-being of the charity as we grow and respond to increasing need. Becoming a Treasurer at Shiloh means more than just numbers. You’ll be helping us build stronger futures for some of the most vulnerable people in our community. It’s a chance to use your skills for good and to be part of a dedicated, friendly team.

As Treasurer, you will:

• Work closely with the Board, Chief Executive, and Finance Manager

• Ensure our finances remain sustainable, compliant, and transparent

• Be part of a passionate team committed to lasting change for people affected by homelessness

General Responsibilities of a Trustee

• Ensure the charity focuses on its purpose and all activities align with its aims and objectives

• Comply with the governing document and meet all legal requirements

• Act in the charity’s best interests

• Prepare for meetings, seek advice when needed, and make informed decisions

• Contribute to Shiloh’s strategy and policies, and support and guide the Chief Executive and staff team

Specific Responsibilities of the Treasurer

• Ensure the charity’s financial affairs are legal, constitutional, and in line with accepted accounting practice and Charity Commission guidelines

• Oversee accurate record-keeping and effective financial procedures and controls

• Lead the Finance Sub-Group (with the CEO and Finance Manager) to monitor financial health and report key updates at Board meetings (e.g. income/expenditure, balance sheet, cash flow, reserves)

• Oversee the timely preparation of the annual budget and recommend its adoption to the Board

• Guide trustees in assessing the financial viability of plans, proposals, and feasibility studies

• Ensure financial resources meet both present and future needs

• Maintain a robust overview of financial risks facing the charity

• Oversee the production of financial reports, returns, accounts, and independent examinations

What We’re Looking For

Knowledge and Understanding

• Experience in charity finance and fundraising

• Financial qualifications (desirable)

• Previous Treasurer experience (desirable)

• Trustee board or committee experience

• Knowledge of restricted, unrestricted, and designated funds

• Knowledge of Gift Aid

• Understanding of governance and the voluntary sector

• Awareness of the legal duties, responsibilities, and liabilities of trusteeship

Key Skills and Abilities

• Strong analytical skills to assess proposals and financial implications

• Ability to lead Finance Sub-Group meetings ahead of Board meetings

• Availability to provide occasional ad hoc support to staff on finance-related queries

• Able to build strong relationships and act as an ambassador for Shiloh

• Collaborative team player who values diverse perspectives

Personal Attributes

• Commitment to Shiloh’s vision and values

• Good listener, open to feedback and other perspectives

• Positive, problem-solving attitude

• High integrity and commitment to the Seven Principles of Public Life: selflessness, integrity, objectivity, accountability, openness, honesty, leadership

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

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

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

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

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

Are you an experienced leader with a finance background and the passion for making a difference?

Rennie Grove Peace Hospice Care is seeking a Trustee and Honorary Treasurer to help guide the charity’s strategy including a focus on financial responsibilities. This voluntary role is ideal for someone with strong knowledge of accounting, audit and risk management who can balance strategic thinking with attention to detail. If you are a confident communicator with extensive financial experience and a desire to use those skills to support a local charity, we’d love to hear from you.

Your expertise, insight and judgment could make a real difference to the lives of the local people we support.

Role requirements:

• Extensive senior financial leadership experience
• Strong knowledge of accounting standards, audit and risk management
• Understanding of best practice in governance
• Exceptional communication, influencing and stakeholder management skills
• Strategic thinker with sound independent judgement 
• Commitment to the mission, vision and values of Rennie Grove Peace Hospice Care

The benefits of joining our Board of Trustees include:
• Professional recognition.
• Networking opportunities with fellow trustees as well as access to forums and communities of likeminded trustees at other organisations.
• Training and support to get the best out of the role.
• Career development: Diversify your experience and demonstrate leadership, governance expertise and commitment to public service.

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.

We are seeking one or two new members to join the Committee. Members bring expertise, objectivity, and strategic insight to ensure TASO’s financial and risk frameworks remain strong, proportionate, and future-focused.

You will:

• review and comment on TASO’s financial plans, forecasts, and management accounts
• advise on financial and risk implications of strategic developments
• provide independent scrutiny and challenge to ensure effective governance
• contribute to periodic reviews of policies such as reserves and risk management
• support the Senior Leadership Team as a source of advice and critical friendship.

This is a voluntary position. We expect the time commitment to be approximately half a day per month. The Committee meets quarterly, typically online, with papers circulated in advance. Additional engagement between meetings may be required from time to time.

About TASO 

TASO (Transforming Access and Student Outcomes in Higher Education) is an independent charity working to eliminate equality gaps in higher education. As an affiliate What Works Centre, and part of the UK Government’s What Works Movement, we generate evidence, share insight, and support universities and colleges to make meaningful, data-informed change so that every student – regardless of their background – can succeed.

We are looking for new members to join our Finance and Risk Committee to help ensure TASO’s financial sustainability, compliance, and effective risk management as we continue to grow and evolve.

Who we’re looking for

We are interested in hearing from individuals who can bring experience, insight, and constructive challenge to our financial and risk oversight.

You do not necessarily need to have any experience of being a trustee; TASO will give you a full induction and support to help you develop into this role.

Knowledge or experience in one or more of the following:

• Accounting or financial management
• Risk management or audit
• Financial governance in a charity or similar organisation
• The ability to analyse complex information and provide clear, strategic advice
• Commitment to TASO’s mission and values

Desirable criteria:

• A recognised financial qualification (e.g. ACA, ACCA, CIMA)
• Experience in the charity, education, or research and evaluation sectors
• Understanding of the regulatory context for UK charities

We are committed to equity, diversity, and inclusion, and we welcome applications from people of all backgrounds – particularly LGBTQ+ people, disabled people and Black, Asian and minority ethnic people who are currently underrepresented on our boards and committees.

We have an exciting opportunity for a new Treasurer to join our board.

As Treasurer, you will work alongside our Finance Manager, the finance sub-committee and our trustee board to oversee the financial strategy and risk management processes of our organisation, to ensure its financial viability and legal compliance. To apply, you must have some financial qualifications (or relevant experience) and have some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes.

Working with the Finance Manager, finance sub-committee (including the CEO) and trustee board, the Treasurer will oversee the financial strategy and risk management processes of the organisation, to ensure its financial viability and legal compliance.

We want our board to have a diverse range of experiences and backgrounds and are looking for strategic thinkers with a commitment to good governance and a willingness to work collaboratively and challenge constructively. 

We are committed to being an inclusive workplace and we value diversity - we welcome and encourage applications from all walks of life, whatever your background or situation.

This is an exciting opportunity to be able to influence the direction of our charity, making a real difference. You will work alongside passionate and skilled colleagues and use your experience to create positive change for thousands of people in the Winchester district every year.

Citizens Advice Winchester District provides free advice to over 5,000 local people each year, many of whom are in desperate and extremely challenging situations and have nowhere else to turn.

We look forward to hearing from you!

Slough Foodbank, founded by two Slough churches (including Slough Baptist church) is seeking a Trustee with a strong Christian faith to serve as Treasurer Trustee.

We are part of Trussell, a UK-wide network of more than 1,300 food bank centres, working together to ensure people in crisis receive emergency food and support. Slough Foodbank operates six days per week and currently issues around 12,000 emergency food parcels each year. We are a progressive, forward-thinking foodbank focused on meeting immediate need while helping people move towards stability.

The Treasurer Trustee will work alongside our finance and fundraising teams, providing oversight and guidance rather than day-to-day administration. We welcome applicants with either broad governance experience or a specialist financial background.

What matters most is a commitment to our mission, support for our Christian ethos, and a willingness to be actively involved in the practical workings of the foodbank.

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.