Finance and operations manager volunteer roles

Do you have a direct Latin American background and financial expertise you want to put to meaningful use?

This is a great opportunity to contribute to the financial management and sustainability of a registered charity that has supported Latin American and other migrant communities through information, advice and guidance for vulnerable individuals, children and young people's activities and projects, adult education opportunities, and community-led cultural projects since 1983.

About us

LAH is a community-led charity driven by and for Latin Americans in the UK. For decades, we have been supporting Latin American and other Spanish and Portuguese-speaking migrants, championing their rights, wellbeing, and inclusion. We are a small, close-knit team with big ambitions, and everything we do is rooted in the lived experiences of the communities we serve. Our work takes place across London and at our community centre in Kilburn, North West London.

About the role

This is a voluntary, non-executive governance role with a time commitment of just 2 to 3 hours per month. As Finance Trustee, you will Chair our Finance and Fundraising Sub-Committee, providing board-level oversight of LAH's financial health: reviewing management accounts, scrutinising budgets and forecasts, ensuring our financial controls are robust, and supporting the wider Board of Trustees at Latin American House to understand financial risk and sustainability.

You will work closely with LAH Director and finance team, contributing to the approval of annual accounts and budgets, and ensuring we meet our Charity Commission and Companies House obligations.

This is strategic oversight, not day-to-day operations - the hands-on finance work stays with our staff.

If you have ever wanted your professional skills to serve your community, this is how.

What we are looking for

You will have a direct Latin American background, this is a requirement of LAH's governing documents, alongside experience in finance, accounting, budgeting, or financial management. You will be able to translate financial concepts clearly for non-finance trustees, bring sound judgement and analytical thinking, and be comfortable in an organisation where systems are still growing and developing.

You do not need prior trustee or charity experience. What matters is integrity, a collaborative spirit, and a genuine commitment to the communities LAH serves. 

What we offer

• A meaningful governance role at the heart of a values-driven organisation
• The chance to contribute your financial expertise directly to your community
• Full trustee induction and ongoing governance support
• A collaborative, committed Board of Trustees working towards a shared mission
• Reasonable out-of-pocket expenses reimbursed

Latin American House is a registered charity (1127253) and registered company (06720498). Trustees serve in a voluntary capacity.

Our partner is a small faith-based organisation supporting indigenous communities in Central America through integrated health, education and community care programmes.

The organisation has grown around a committed local team and is now reviewing how its finance and operations functions should be structured for the next stage of development. It currently has a Finance Manager who also holds some operational responsibilities.

The Executive Director is seeking support from an experienced finance professional to offer an external perspective on how finance and operations responsibilities could be organised in a way that protects financial controls, supports staff development, and enables the Executive Director to focus more time on fundraising and organisational leadership.

Key areas of support

• Review current finance and operations responsibilities, including how tasks are currently split across finance, administration, purchasing, inventory and related operational processes.
• Consider possible organisational structure options for the finance and operations functions, including whether the Finance Manager’s role could evolve into a more strategic finance and systems position, and whether a separate operations-focused role may be needed to take on non-finance operational responsibilities.
• Review how additional accounting or finance responsibilities could be delegated safely within the team, identifying the internal controls, reporting lines and role clarity needed under different structure options.
• Provide practical recommendations on structure, controls, staffing options and job description content where useful.

Volunteer Profile

This assignment would suit a senior finance professional with experience in:

• Small or growing non-profits, finance operations, internal controls and organisational structure.
• Managing finance teams and supporting operational change
• Working with organisations in Latin America would be helpful, and Spanish language skills would be beneficial, but are not essential.

The ideal volunteer will bring a practical, sensitive and collaborative approach, with the ability to support a small leadership team to think clearly through structure, controls and capacity before making changes.

Time commitment
The assignment can be delivered entirely remotely. The anticipated commitment is up to 15 hours in total, ideally over a period of approximately 4–6 weeks, with the hope that the bulk of the work can be completed in July.

ABOUT CHILDREN WITH VOICES

Children With Voices is a grassroots children's charity with over 25 years of experience supporting children and families across London. Based at Fawcett Estate Community Hall in Clapton, Hackney, we run a Community Food Hub, alternative education, SEN support, and community programmes including Jumping Beans. We have supported over 100,000 families and are recognised nationally for our work.

ABOUT THIS ROLE

As we grow, we need an experienced Operations Manager to help us run well behind the scenes — so everything on the frontline can keep delivering. This is a meaningful voluntary leadership role for someone with professional experience in operations, HR, or management who wants their skills to count for something real.

You will work closely with the CEO and senior team to ensure the organisation runs efficiently, compliantly, and in line with our values.

KEY RESPONSIBILITIES

Operational Oversight

• Lead and coordinate day-to-day operations to ensure efficiency and alignment with organisational goals

• Support departments to stay aligned, compliant, and focused on delivery

• Identify opportunities to streamline processes, maximise resources, and improve impact

HR Oversight

• Oversee HR policies, compliance, and staff wellbeing in line with UK employment law and safeguarding requirements

• Support recruitment and onboarding — fair, inclusive, and safeguarding-compliant

• Provide HR guidance to managers and staff; escalate to external expertise when needed

• Maintain oversight of volunteer engagement and HR record keeping

Finance Oversight

• Supervise the Finance Coordinator (10 hrs/week) and provide accountability for financial administration

• Monitor budgets, financial reports, and expenditure in line with charity governance standards

• Ensure accurate, timely reporting to the CEO and Trustees

• Liaise with accountants, auditors, and external advisors as required

Leadership & Governance

• Work alongside the CEO, Trustees, and senior team to align operations with organisational strategy

• Provide assurance of compliance with safeguarding, data protection, charity law, and employment legislation

• Model organisational values of safeguarding, equity, inclusion, and community impact

WHO WE'RE LOOKING FOR

• Experience in operations, management, or a related professional field

• Working knowledge of HR processes and UK employment law

• Financially literate — comfortable with budgets, reports, and financial summaries

• Familiar with charity governance, safeguarding, and compliance requirements

• Confident, values-led, and able to hold accountability with care

• Highly organised, reliable, and able to manage competing priorities

• Committed to equity, inclusion, and community impact

This is a voluntary senior leadership role — unpaid, but with real scope and real responsibility. We are looking for someone who brings professional-level experience and wants to use it in the service of children and families in Hackney.

Volunteer Finance Manager Wanted — Help Build the Financial Foundations of a Life‑Changing Charity

Unlock YOUR Potential | London

Are you passionate about numbers, structure and financial clarity — and excited by the idea of using your skills to help a start‑up charity grow, thrive and transform lives?

If you’re someone who believes that strong financial systems can empower an organisation to make a bigger impact, then we’d love to have you on our journey.

WE Are Unlock YOUR Potential

Unlock YOUR Potential is a bold, people‑centred start-up charity dedicated to helping adults across London unlock their confidence, rebuild their lives and step into new opportunities.

We will support people through:

• Careers Coaching

• Employability Skills

• Life Coaching

• Corporate Mentoring

• Personal Development

• Wellbeing Support …and so much more.

Our mission is simple: to help people believe in themselves again and move forward with purpose.

WE NEED YOU!!!

As a new and growing charity, we’re building our internal systems from the ground up — and we need a skilled, motivated and forward‑thinking Volunteer Finance Manager to help us create a strong, transparent and reliable financial foundation.

Your expertise will help ensure we meet our legal responsibilities, support our Board of Trustees, and operate with confidence and integrity.

YOUR Mission

As our Volunteer Finance Manager, you will help us:

1. Build clear, effective and user‑friendly financial systems, processes and procedures.
2. Set up simple reporting structures for the Board of Trustees.
3. Ensure we meet all Charity Commission financial requirements.
4. Support us in managing budgets, forecasting and financial planning.
5. Create a financial framework that grows with the organisation.
6. Bring clarity, structure and confidence to our financial operations.

Your work will directly support our ability to deliver life‑changing services — and your contribution will help ensure we remain accountable, sustainable and ready to scale.

What You’ll Gain

• A chance to shape the financial backbone of a growing charity.

• Valuable experience in charity finance, governance and compliance.

• A meaningful leadership role that directly impacts people’s lives.

• The satisfaction of knowing your skills are helping Londoners unlock their potential.

Who We’re Looking For

Someone who is:

• Experienced in finance, accounting or financial management.

• Confident creating systems, processes and reporting structures.

• Knowledgeable (or willing to learn) about charity finance requirements.

• Organised, proactive and passionate about social impact.

• Ready to help build something meaningful from the ground up.

If you’re ready to use your financial expertise to empower a charity with a powerful mission, we’d love to hear from you.

Join us — and help build the financial foundations that will unlock thousands of futures.

Help Us Unlock Potential!!!

Girlhood Reclaimed disrupts misogyny through training and awareness-raising workshops across education and youth settings and by creating safe spaces for young women, girls and gender-diverse young people that centre their voices and joyful feminist activism.

We are seeking a passionate and proactive Co-Director (Fundraising & Finance) (voluntary) to join our leadership team. This is an exciting opportunity to help shape the future of a growing organisation by leading fundraising efforts, supporting financial sustainability and contributing to strategic decision-making within our collaborative, values-led and flat structure leadership model.

Whether you are an experienced fundraiser, finance professional, grant writer, or similar, and looking to apply your skills to a meaningful cause, we'd love to hear from you. Join us in helping build a future where every girl and gender-diverse young person has the opportunity to be heard, valued and empowered.

Deadline for application: 31st July 2026

This role is open to women only under Schedule 9, Part 1 of the Equality Act 2010 (occupational requirement).

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

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

The successful candidate will:

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

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

Interested?

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

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

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

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

Easy Housing Association (EHA) is a mission-driven Registered Social Landlord (RSL), committed to delivering safe, secure, and affordable homes for those who need them most. We are strengthening our Board of Trustees at an important moment for the organisation, and are seeking experienced, strategic individuals to join us across four specialist areas: supported housing operations, finance and viability, governance and charity law, and health & safety/compliance.

As a trustee, you will provide high level oversight, advise, challenge, and support EHA's leadership, and help us meet our legal obligations, protect tenant wellbeing, and maintain long-term sustainability, including through the regulatory improvement work set out below.

About Easy Housing Association and the Current Regulatory Position

Easy Housing Association (EHA) is a registered provider of social housing, regulated by the Regulator of Social Housing (RSH). In July 2025, RSH issued an Enforcement Notice concluding that EHA had not met the Governance and Financial Viability Standard and required EHA to commission an independent appraisal and deliver a board-approved action plan to address the issues identified.

As part of this process, RSH has made statutory appointments to EHA's Board to strengthen governance capacity, and EHA is separately recruiting an Interim Manager with statutory powers under the Enforcement Notice. EHA is committed to full transparency with RSH and to delivering the improvements required.

We are recruiting additional Non-Executive Directors as part of this strengthening of the Board. This is a genuine opportunity to bring specialist expertise to an organisation actively working through a defined improvement journey, with the backing and support of an engaged, RSH-appointed board and executive team. Candidates should be comfortable operating in a regulated, enforcement environment and bring the independence and rigour that context requires.

Time commitment

Trustees are expected to attend monthly board meetings (approximately 2.5 hours online) and commit an additional 4 hours per month to board-related duties, including reading papers, joining sub-committees, or contributing expertise.

What you’ll gain

• A high-impact role in a values-led, tenant-focused RSL
• Opportunities to shape policy, compliance, and social impact
• Professional development in governance, housing, and regulation
• The fulfilment of helping improve lives through safe, secure housing

EHA is proud to be an inclusive and tenant-focused RSL. We welcome applications from individuals of all backgrounds especially those with lived experience of social housing.

NED — Finance & Viability

Non‑Executive Status: This is a non‑executive, governance‑only role. The postholder provides oversight and assurance but does not participate in operational management.

Purpose: Provide financial oversight, long‑term viability assurance, and scrutiny of financial controls, modelling, and risk.

This role sits at the centre of EHA's response to the Governance and Financial Viability Standard findings and is one of the most critical appointments to the Board at this time.

Core Responsibilities:

· Oversee long‑term financial planning, stress testing, and reforecasting

· Provide assurance on financial viability and regulatory compliance

· Scrutinise budgets, cashflow, and financial controls

· Support treasury management and value‑for‑money oversight

· Strengthen financial risk management

Essential Skills:

· Senior finance experience in housing or regulated sectors

· Strong understanding of long‑term financial modelling

· Experience with RSH Financial Viability Standard

Desirable:

· Accountancy qualification

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

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

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

Microbiology Society is looking to find a new voluntary Chair of its Audit, Risk and Evaluation Committee Please see the role description along with the Terms of Reference for the Committee.

The Chair will use their experience and knowledge to provide an external perspective on the delivery of the annual audit; the risk management of the Society’s activities; and the evaluation of those activities.

To make an application, please email the following to Jo Manning

• Your CV (no more than three sides)
• A supporting statement (no more than two sides) that answers the following questions:
  - Why do you want to be the Chair of the Audit Risk and Evaluation Committee for the Microbiology Society?
  - How do your skills and expertise align with the role profile and candidate description detailed in the role description.

The deadline is 30 July 2026.

Please do let us know if you have any questions about the role by emailing Joanne Manning, Chief Operations Officer.

Behçet’s Disease is an auto-immune disorder which is incurable but can be managed by specialist consultants. It is very rare and can affect any part of the body. It often takes years to diagnose and can be debilitating to the patient. 

Behçet’s Patients Centres (BPC), a charitable company, was formed in 2011 to provide the specialist, multi disciplinary care for patients.

We are seeking to recruit a Director to our Board in order to both increase our experience and skills base and to facilitate effective succession management. This is a volunteer role that offers rewarding experience and the chance to make a difference in the lives of those who are affected by this rare condition.

This is a highly autonomous role that will make a big difference to the Board of Directors and their purpose to provide a service to one of the rarest patient groups in England. We’re looking for someone who can come in and help us build on our achievements and do things even better. You will play an important role as a member of the Board of Directors, ensuring they are guided by your expertise.  We also work collaboratively with Behçet’s UK, the registered charity for patients with Behçet’s Disease and you’ll be building relationships with that charity. 

The time commitment for this role is around 2 to 3 days per month on average, with extra time needed around budgeting and year end accounts. 

Experience Required:

• Proven management and leadership skills
• Proven communication skills
• Awareness of both Charity and Data Protection Law
• Computer literate in use of Microsoft products
• Experience of contract performance management
• Flexibility of working hours to attend quarterly Director meetings and the Behçet’s UK Annual Conference

Qualifications Required:

• Educated to degree level or equivalent experience. 
• A UK driving licence and the ability to travel 
• A clean Disclosure & Barring Services check will be undertaken 

Role Type

Unpaid, voluntary (expenses reimbursed)

Commitment and Focus

As Treasurer Trustee, you will support the Board’s oversight of FareShare Yorkshire’s financial governance. Working in close partnership with the Head of Finance & Business, you will help ensure the charity’s finances are well-managed, transparent, and aligned with its strategic objectives.

The Treasurer acts as a critical friend and source of support to the Head of Finance & Business, providing constructive challenge, guidance, and assurance to the Board. You will attend quarterly board meetings (held in Yorkshire) and chair the quarterly Finance Sub-Committee, helping to ensure effective financial governance and clear reporting to the full Board.

About FareShare Yorkshire

FareShare Yorkshire is a charity in its 27th year of operation and has experienced significant growth in recent years. Operating from three sites in Barnsley and Leeds, the organisation delivers surplus food provision services, employability programmes, and runs its own cookery school, The FullCrumb Kitchen. We redistribute enough food for over 100,000 meals every week by taking good surplus food from companies and getting it to where it is needed most.

Key Treasurer Responsibilities

1. Present clear, accurate, and timely financial reports to the Board in a format that supports understanding and effective decision-making, including:

   •  Annual budgets

   • Internal management accounts

   • Annual statutory financial statements

2. Ensure the Board meets its duty to maintain proper accounting records and that financial resources are:

   • Properly controlled

   • Prudently invested

   • Economically and effectively spent in line with good governance, legal and regulatory

     requirements, in liaison with the Head of Finance & Business.

3. Support the development, implementation, and regular review of:

   • Financial reserves policy

   • Cost management approaches

   • Investment policies

4. Advise and support the Board in carrying out its financial responsibilities, providing insight into financial risks, opportunities, and sustainability.

5. Chair the Finance Sub-Committee, setting agendas in partnership with the Head of Finance & Business and ensuring effective financial scrutiny.

6. Provide clear updates and recommendations to the full Board following each Finance Sub-Committee meeting.

7. Scrutinise financial information provided by the Head of Finance & Business and request additional information or clarification where necessary.

8. Support and challenge budget proposals and forecasts presented to the Board.

9. Monitor and advise on the financial viability of the charity, including cash flow, reserves, and long-term sustainability.

10. Ensure appropriate financial controls are implemented, adhered to, and regularly reviewed.

11. Advise the Board on the financial implications of the charity’s strategic plan and major decisions.

12. Support the Head of Finance and Business to:

    • Prepare information for the annual accounts

    • Manage the annual audit process, including liaison with auditors where appropriate.
      
      The Trustee Role:

    • Ensure the charity fulfils its purposes for public benefit by:
      Complying with its governing document.

    • Adhering to charity law and all other applicable legislation.

    • Acting always in the best interests of the charity.

    • Ensuring the responsible management of the charity’s resources.

    • Overseeing and ensuring compliance with statutory accounting and financial reporting requirements.

    • Declaring any conflicts of interest and exercising independent judgement in all decision- making.

    • Acting as an ambassador and advocate for the organisation and upholding its mission, values, and reputation.

    • Representing the Board and organisation at meetings and events, including acting as a spokesperson when required.

    • Safeguarding the wellbeing and interests of employees.

    • Contributing to the development of the organisation’s strategy by providing constructive challenge and insight.

    • Seeking appropriate professional advice where there is potential risk to the organisation or where trustee duties may be impacted.

    • Taking collective responsibility to ensure the legal and financial integrity of the organisation, including to safeguard its assets and long-term sustainability.

    • Ensuring appropriate procedures are in place for the appointment, support, and performance monitoring of the CEO and Senior Leadership Team (SLT).  

    • Attending and actively contributing to Board meetings on a regular basis.

Skills and Experience

We are particularly seeking a Trustee with:

• Senior-level experience in finance, accountancy, audit, or financial management.

• Strong understanding of financial governance, risk management, and internal controls.

• Experience of:

  • -  Budgeting and financial forecasting

  • -  Reviewing management accounts and statutory accounts

  • -  Financial oversight within a charity, public sector, or commercial environment

    (charity experience desirable but not essential)

• Confidence in presenting financial information clearly to non-financial audiences.

• Strong Excel skills and confidence working with financial data (advantageous).

• The ability to provide supportive challenge and constructive scrutiny.

• The credibility to lead financial discussions at board level while working collaboratively

  with staff and fellow Trustees.

Ideal candidates will have:

o A commitment to FareShare Yorkshire’s mission and values.
o Strategic thinking and the ability to contribute to high-level decision-making.
o The ability to work collaboratively and communicate effectively.
o Time to dedicate to the role, including preparation for and attendance at meetings.

What We Offer
While this is an unpaid voluntary position, we provide:

o Reimbursement of reasonable expenses incurred in your role.
o The opportunity to make a meaningful impact on food insecurity inYorkshire.
o A chance to work alongside a passionate team dedicated to tackling food poverty.

Diversity and Inclusion

FareShare Yorkshire is committed to building a diverse and inclusive board. We encourage applications from individuals of all backgrounds, particularly those who bring new perspectives and lived experience to the table

Fort Amherst Heritage Trust cares for Fort Amherst in Chatham, Kent, preserving an important historic site and making it available for the benefit, enjoyment and education of the wider community. The Trust relies heavily on volunteers to help maintain, restore, interpret and promote the site for present and future generations.

Role Purpose

Trustees are collectively responsible for the governance, strategic direction and long-term sustainability of Fort Amherst Heritage Trust. As a Trustee, you will help ensure that the charity fulfils its charitable purposes, complies with its legal duties and makes decisions in the best interests of the Trust and the communities it serves.

Key Responsibilities

· Work with fellow Trustees to set and review the Trust’s vision, strategy and priorities.

· Ensure the Trust carries out its charitable purposes for the public benefit.

· Oversee the responsible management of the Trust’s finances, assets, buildings, grounds and collections.

· Support good governance by complying with the Trust’s governing document, charity law and relevant regulations.

· Monitor risks, policies and procedures, including health and safety, safeguarding, finance, data protection and volunteer management.

· Contribute to discussions and decisions at Board meetings, reading papers in advance and offering constructive challenge and support.

· Act as an ambassador for Fort Amherst, promoting its heritage, community value and volunteer-led work.

· Support fundraising, partnership development and community engagement where appropriate.

· Declare and manage any conflicts of interest and maintain confidentiality where required.

Skills and Experience

We welcome applications from people with a commitment to heritage, community benefit and good governance. Previous trustee experience is helpful but not essential. The Trust is particularly interested in people who can bring one or more of the following areas of experience:

· Heritage, museums, archives, conservation or historic buildings.

· Finance, fundraising, grant applications or business planning.

· Education, learning, interpretation or visitor experience.

· Volunteer management, community engagement or inclusion.

· Marketing, communications, events or digital engagement.

· Legal, governance, risk management, health and safety or safeguarding.

· Property, estates, facilities management or environmental stewardship.

Personal Qualities

· A genuine interest in Fort Amherst, local heritage and public benefit.

· Sound judgement, integrity and a willingness to act collectively with other Trustees.

· Ability to think strategically while understanding practical operational challenges.

· Confidence to ask questions, offer constructive challenge and support good decision-making.

· Commitment to equality, diversity, inclusion and respectful working relationships.

· Willingness to give sufficient time and attention to the role.

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• Strategic vision.
• Good, independent judgement.
• An ability to think creatively.
• A willingness to speak their mind.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• An ability to work effectively as a member of a team and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.

Deaf Unity is a deaf-led charity that works to empower deaf individuals. We equip deaf students, jobseekers and professionals with the knowledge, confidence and community to succeed in education and employment.

Working closely with our deaf community, we identify the barriers and inequities that deaf people meet as they move from school into education and employment; seek work; and strive to build successful careers. We work with them and with universities, employers and voluntary sector partners to overcome these barriers through carefully tailored, impactful interventions.

Our vision is of a world where every deaf person has an equal chance to study and work, achieve their professional ambitions and contribute their full potential to society.

Purpose of the role

To oversee Deaf Unity’s financial operations, ensuring that the charity remains financially viable and complies with Charity Commission regulations and strong accounting practices at all times, The Treasurer will ensure that proper financial records are kept and that the Board of Trustees understands the financial position at all times. 

Key responsibilities

• Oversee the charity’s financial position
• Present budgets, management accounts and financial statements to the Board
• Help trustees understand financial information and advise on financial implications of the charity’s strategic plans
• Support budgeting and financial planning, including developing and implementing financial policies (e.g. reserves and investment policies),
• Ensure proper financial controls are in place and that proper accounting records are kept
• Oversee the preparation of annual accounts
• Ensure compliance with Charity Commission and HMRC regulations (e.g. Gift Aid)

You will work closely with the CEO, Chair, trustees and staff who are managing day-to-day finance and banking and will be required to attend quarterly meetings of the Finance and Risk sub-group of the Board, in addition to the full Board meeting

What is a trustee?

All trustees share responsibility for running the charity.

This includes:

• Attending board meetings, usually 4 times per year.
• Helping make strategic decisions
• Acting in the best interests of the charity and its beneficiaries

Trustee responsibilities are set out by the Charity Commission for England and Wales.

Skills we are looking for

Essential skills:

• Knowledge of bookkeeping and financial management (e.g. use of XERO, SAGE accounting packages)
• Experience of financial reporting, budgeting and risk management
• An understanding of (or willingness to learn about) charity accounting
• Ability to explain financial information clearly
• Good judgement and decision-making skills
• Interest in supporting deaf communities

Desirable:

• Professional accounting qualification
• Previous experience as a trustee or treasurer
• knowledge of, or interest in, the deaf community.
• BSL skills

What you will gain

• Experience of charity governance
• Board-level leadership experience
• Opportunity to support Deaf communities
• Networking and professional development 

Please send a CV and/or a short expression of interest