Finance system manager volunteer roles

St John’s Lichfield is an almshouse charity with origins going back to 1495 whose main object is to provide accommodation for poor persons in need.Whether you are an experienced trustee or want to take on this work for the first time, we would very much like to hear from you.

Due to the recent retirement of long serving members we are looking for enthusiastic new people to join our Board of Trustees.

St John’s Lichfield is an almshouse charity with origins going back to 1495 whose main object is to provide accommodation for poor persons in need. We own and manage 42 apartments, which are designed for comfortable and independent living, on 2 separate sites in Lichfield city centre: one in the Cathedral Close, the other at St. John’s without the Barrs (SJWTB) which includes its own chapel. At present we have an active and thriving community of 47 residents whose ages range from 44 to 93, though we have no restriction on age.  

Our constitution also allows us to make grants to individuals in need or to organisations which provide help for such persons. All of our beneficiaries must already be resident in the Diocese of Lichfield.

We rely on our investments to supplement the maintenance contributions received from our residents.

 Whether you are an experienced trustee or want to take on this work for the first time, we would very much like to hear from you.

While we would be pleased to have people with skills in finance and accounting, business, capital projects, social care and the benefits system, what matters most is an interest in our charity, its history, its buildings and its people, and a desire to make a difference to our residents’ lives.

As a Trustee you will benefit from:

 · induction, training and reimbursable expenses,

· opportunities to make strategic decisions, develop new skills and Influence the shape of new projects, and

· having the chance to improve health and wellbeing of all those within the St. John’s community.

 The expected time commitment is attendance at 6 Trustee meetings per year which normally last for 2 hours, one full day strategy meeting and potentially some committee work. We also find that attendance at residents’ functions which are held regularly, the annual Christmas lunch and the Patronal festival enhances the enjoyment of the role for most Trustees. 

We are looking for two committed and values-driven individuals to join our Board of Trustees for our subsidiary, RBL- Republic of Ireland.

As a Trustee, you will play an important role in shaping the strategic direction of the charity, ensuring strong governance, and supporting its mission to commemorate members of the Armed Forces and provide lifelong support to serving and ex-serving personnel and their families across Ireland.

Working collaboratively with fellow Trustees and the Chair, you will help safeguard RBL’s reputation, assets, and long-term sustainability while ensuring that all activities remain aligned with the charity’s purpose and values.

Key Responsibilities:

• Work collaboratively with fellow Trustees to shape and oversee the organisation’s strategic direction and performance.
• Ensure RBL meets its obligations under Irish charity and company law and adheres to the RBL RoI Constitution.
• Ensure the integrity of financial information and that robust systems of financial control and risk management are in place.
• Participate fully in board discussions and decisions, providing constructive challenge while supporting collective responsibility once decisions are made.
• Attend and actively contribute to Board meetings (minimum two per year) and relevant governance discussions.
• Support the organisation’s engagement and representational activities when required, championing ethical standards, diversity and fairness.

Please note - While candidates based in the Republic of Ireland are preferred, we will also consider applicants located elsewhere who can demonstrate strong connections within the Republic of Ireland.

Successful candidates will be expected to attend two Board meetings per year. Trustees for this role may also participate in commemorative and key RBL RoI events throughout the year. Overall, the anticipated time commitment is approximately 8-10 hours each month, including preparation and engagement outside of formal meetings. 

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. Our shortlisting is performed on the evidence provided in your application against the Essential and Desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

Interview Dates: Virtual by Teams on 13/16/17 April (times available on request).

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

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

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

Our partner is a growing NGO working to improve access to healthcare for underserved and remote communities in Uganda. As the organisation scales its programmes and funding, it is seeking pro bono support to strengthen its finance systems, reporting, and organisational foundations, ensuring they are robust, efficient and fit for future growth.

They are looking for an experienced finance or business professional to provide remote, hands-on support over an initial three-month period. The assignment will be delivered in two phases, starting with a review of current finance systems, workflows and reporting, and supporting leadership to clarify what “good” looks like for the organisation’s future systems. The volunteer will work closely with senior leadership and the finance team, helping to improve use of their existing accounting system, strengthen budgeting and KPI reporting, and reduce pressure on senior staff through clearer processes and controls.

Key areas of support may include:

• A finance health check, reviewing current processes, controls, workflows and approval structures, with a focus on identifying opportunities to streamline and reduce the administrative burden on senior leadership.
• A review of how Odoo is currently being used, with practical recommendations to improve reporting efficiency, data quality, and usability.
• Strengthening budgeting and budget vs actual (BvA) reporting, including alignment between budgets and the chart of accounts.
• Development or refinement of a small set of core financial KPIs that support internal decision-making for leadership and programme teams.

The work will be undertaken collaboratively, with a focus on practical, proportionate recommendations that can be implemented by a small team in a low-resource context. The finance professional will lead on refining the scope and deliverables, based on the initial findings.

Profile

This role would suit a finance or business professional with experience in finance systems, ERP/accounting tools, management reporting, and organisational design. Experience working with NGOs or in international or low-resource settings would be highly valued. The ideal volunteer will enjoy working alongside teams, sharing workload as well as advice, and translating technical concepts into usable solutions.

Time commitment

The assignment will be delivered remotely, requiring approximately 2–3 hours per week over an initial three-month period, with flexibility to extend depending on progress and availability. The preferred start date is as soon as possible.

About the board and Trustee role 

Trustees are volunteers who oversee the strategic direction of the charity and ensure its compliance with regulators and the law. They are also ambassadors for the charity; and they provide the staff team, which does the day-to-day work, with both scrutiny and support.

The full board meets quarterly. Two meetings focus on ‘business’ – approving budgets and policies, making key decisions, etc. The other two are more discursive, covering strategic issues.

We have four sub-committees: Finance Audit Investment & Risk, Impact & Income Development, Research & Policy, and Governance & People. Trustees are generally encouraged to join at least one sub-committee, which gives them more detailed insight into the charity’s work in that area. A number of trustees choose to sit on multiple sub-committees (there is no upper limit) and trustees are also welcome to attend any sub-committee, for example as a one-off, to see what happens or if they have an interest in a particular agenda item. Sub-committees also meet quarterly.

And there is usually one strategy day a year.

We currently have eight trustees on our board, with experience in public affairs, law, policing, business, research, marketing, inclusion and influencing government. We are looking to a recruit four further trustees. Our primary focus is to bring different perspectives to the board rather than skills, given that the delivery of the charity’s work is delegated to a skilled staff team. 

• One trustee with experience of research (of any type) – an attitude of curiosity, intellectual rigour and open-mindedness. 

• One trustee with professional experience of alcohol treatment (at any level) – the perspective of delivering compassionate support via treatment services, whether charity or NHS settings. 

• One trustee with experience of strategic charity finance – especially interest in weighing up long-term financial strategic choices (not month-to-month financial management: we have a finance team). 

• One trustee from any background. 

 All trustees are asked to bring a commitment to and passion for our vision, mission and values.

What we can offer 

1. Our board of trustees, and our charity as a whole, is warm and welcoming.

2. Everyone is entitled to have their views heard and we work hard to be inclusive of everyone.

3. We are well organised and professionally run.

4. We are a dynamic and fast-paced organisation, with a huge range of interesting work happening.

5. You will have opportunities for personal development and to attend a range of interesting events in your role as a trustee.

6. Finally, and most importantly, we are laser-focused on making as much difference as possible to end alcohol harm.    

Trustees’ Role Description and Person Specification 

Being a Trustee of Alcohol Change UK 

Our Board of Trustees has overall responsibility for the UK’s leading charity in the field of alcohol harm. We are a registered charity (No. 1140287) and a company limited by guarantee (No.

07462605). Our trustees are also members of the charity and directors of the company. Governance is in accordance with both charity and company law. This role description uses the term ‘trustee’ to refer to all three roles (trustee, member, director).

As well as overseeing proper governance, the Board is responsible for strategic decision-making, upholding the reputation of the charity and ensuring that it delivers on its charitable object to reduce alcohol harm. As a trustee you will share this collective responsibility and bring your personal perspectives, skills, experience and connections to bear.

This is an important time for the charity, as we are in the third year of our five-year strategy (Apr 2024 to Mar 2029). Our new trustees will play a key role in helping us deliver on this strategy and in particular navigating a major change in our financial position. 

The Duties and Responsibilities of Trustees 

Governing Documents 

Our primary governing document is the Memorandum and Articles of Association which sets out the formal duties and responsibilities of the trustees, directors and members. It is complemented by our Scheme of Delegation. We have also adopted the Code of Good Governance, and remain compliant with the rules of the Charity Commissioners and Companies House. 

General Duties and Responsibilities 

The following are general duties, based on documentation from the Charity Commission and Companies House: 

1. To act in the interests of the charity’s objects – that is, its cause and its beneficiaries. 
2. To act reasonably and prudently in all matters. 
3. To avoid personal views and prejudices affecting your decision-making. 
4. To protect – and actively promote – the property, interests and reputation of the charity. 
5. To set the strategic direction, provide strategic oversight, and make critical decisions. 
6. To always make decisions collectively as a board and in particular to actively support all board decisions (that are made in accordance with the charity’s constitution) regardless of your personal position on such decisions. 
7. To understand how the charity works, including being fully aware of the charity’s general risks and its financial position. 
8. To ensure compliance with all statutory requirements as set out by Companies House and the Charity Commission and by other relevant statutory bodies and legislation. 
9. To challenge and support the CEO and, through them, the broader staff team. 

Additional Duties and Responsibilities 

The following additional duties and responsibilities have been adopted by Alcohol Change UK: 

1. To abide by Alcohol Change UK’s policies, such as those on equal opportunities, health and safety, safeguarding, code of conduct, conflicts of interest, GDPR, etc. 
2. To endeavour to achieve at least 75% attendance at Board meetings. In accordance with the governing documents, trustees missing three consecutive board meetings without reasonable cause will normally be asked to step down. 
3. To undertake training as required and to participate in an annual development appraisal. 
4. To join at least one of the charity’s four sub-committees. 
5. To represent Alcohol Change UK at events and to act as a positive ambassador for Alcohol Change UK amongst its key audiences. 
6. To understand and respect the boundary between governance and the operational matters that are delegated to the staff team. 
7. To respond to Alcohol Change UK correspondence in a timely manner. 

Person Specification

All trustees need the following:

1. Strong commitment to the vision, values and mission of Alcohol Change UK.
2. An ability to think strategically; that is, thinking of the big picture and the long-term, being impact-focused, and considering the relationship between internal and external factors.
3. An ability to work as part of a team, especially understanding and respecting the nature of collective decision-making.
4. Excellent communications skills, especially active listening, succinctness, clarity, positivity and tact.
5. Commitment to the 7 Nolan Principles on Public Life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.
6. Discretion and the ability to maintain confidentiality.
7. A willingness to contribute your individual skills, perspectives, knowledge and experience without acting as representative of any particular interest.

Trustees are appointed for an initial term of three or four years, following which they may be re-elected for a second and third term of three years. 

Trustee roles are unremunerated but reasonable travel, accommodation, childcare and subsistence expenses are of course covered. 

CHASE Africa is a UK-based international NGO that supports local partners in East Africa to improve health and wellbeing in marginalised rural communities. We are looking for a Trustee with finance skills, to replace our current Treasurer. You will provide scrutiny and oversight of the work of CHASE Africa, with a particular focus on financial issues.  You will use your financial knowledge and experience to monitor the financial administration of the charity and report to the Board of Trustees on its state of financial health and provide the board with the confidence and knowledge to make good strategic decisions. 

This is an exciting opportunity for someone with extensive financial expertise, who is seeking a voluntary position where they can apply their skills to a meaningful mission.

Since its inception 12 years ago, CHASE Africa has grown from scratch to an income in 2025 of over £830,000 – delivering over 1.5 million healthcare and family planning services to often isolated rural communities. We have a strong and highly motivated staff team and a thriving network of local partners that has expanded from Kenya into Uganda and, later this year, Tanzania.

CHASE Africa’s projects have already brought healthcare and empowerment to tens of thousands of lives, particularly for women and girls, mitigating poverty and helping protect local environments.It has the capacity and opportunity to greatly extend its impact – both geographically and in terms of numbers reached.

We are a small but dedicated team based in Somerset, committed to a collaborative approach to partnership. We're currently going through an exciting period of transition and growth, with a new CEO in 2022, a new charitable structure in 2023, and a new Finance Manager at the start of 2026. Your role will be vital in helping us achieve our future goals.

The Role

• Liaise with CEO and Trustees to ensure the financial viability of the organisation’s strategy 
• Advise on the financial implications of CA’s strategic plan (3 year) 
• Present CA’s financial position and broader context at Trustees Board meetings 
• Support the finance manager with the production of an annual budget 
• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation 
• Take a lead in interpreting financial data for fellow Board members 
• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis
• Ensure relevant financial policies are in place as required by the charity commission 
• Be willing to be available to support the charity’s CEO and Senior Finance Manager as needed 
• Review the monthly management accounts report and cashflow with the CEO and finance manager 
• Liaise with senior staff to ensure financial reports are user friendly for non-finance trustees

About You

• Good background in financial management and analysis
• Able to communicate financial information clearly and to people with different levels of financial and data literacy. 
• Knowledge and experience of finance practice relevant to voluntary and community organisations. 
• Have an excellent ability to interpret financial information and the confidence to raise questions and challenge 
• Have a good understanding of, or be willing to learn, the rules and regulation around charity finance 
• Have the ability to think creatively and strategically, exercising good and impartial judgement 
• Knowledge of current accounting processes, tools and procedures 
• High proficiency in Excel, Powerpoint for analysis and presentation 
• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions  
• High level of integrity and sound judgement 
• Commitment to CA’s vision, purpose and culture and its way of working 
• Able and willing to devote the necessary time to the role 

Additional Desirable 

• CCAB/CIMA qualified professional or qualified by experience in financial management
• Awareness and understanding of the campaigning world and the health community in developing countries. 
• An interest in international development and the issues we are supporting our partners to tackle in East Africa. 

For full information, please see the attached information pack.

To apply for this post, please submit a CV and covering letter by email by the 27th March 2026. The cover letter should be no longer than two pages long and explain why you are interested in this post and how your skills and experience make you a good fit.

The Deputy Treasurer aids the Treasurer in fulfilling their duties. The Treasurer is responsible for overseeing financial strategy, governance, and compliance. The Treasurer role exists to ensure that the Pagan Federation’s finances are kept in good order and that we remain a financially sustainable organisation which supports its members effectively and meets its aims and objectives. This also includes ensuring that the PF meets its statutory obligations by submitting annual returns and accounts to the Charity Commission, and advising the Board on financial matters. This is a critical role which requires a financial background, preferably in non-profit/charity accounting. The Deputy Treasurer also aids the Treasurer in managing a team of treasurers who each maintain and keep appropriate financial records for individual teams within the Pagan Federation. 

Your line manager is the Treasurer.

You must not have an IVA, bankruptcy or conviction to apply for this role.

You will help the Treasurer to:

• Lead on financial strategy, ensuring alignment with the charity’s objectives and sustainability. This includes overseeing the production of an annual budget and propose its adoption at the last meeting of the previous financial year. 
• Ensure the charity has an appropriate reserves policy and finance manual.
• Liaise with relevant staff, trustees and/or volunteers to ensure the financial viability of the organisation and that all record keeping is kept in accordance with relevant legal requirements.
• Make trustees aware of their financial obligations and take a lead in interpreting financial data to them.
• Regularly report the financial position at trustee meetings (balance sheet, cash flow, fundraising performance etc).
• Monitor financial risks and recommend mitigation strategies 

Ensure compliance with specific legal and regulatory requirements including the submission of annual returns and accounts to the Charity Commission.  This includes:

• Overseeing the preparation of the annual report and accounts in line with charity law.

• Ensuring the annual report and accounts are independently examined or audited as required

• Timely submission of annual report and accounts to the Charity Commission

Ensure proper records are kept and that effective financial procedures and controls are in place, ie:

• Cheque signatories

• Purchasing limits

• Purchasing systems

• Petty cash/ float

• Others as appropriate
   

You will also:

• Appraise the financial viability of plans, proposals and feasibility studies.

• Lead on appointing and liaising with auditors/an independent examiner.

• Undertake bookkeeping duties and/or oversee the finance volunteer(s) ensuring posting and bookkeeping is kept up-to-date.

• Maintain the petty cash system and regularly process petty cash claims.

• Regularly carry out reconciliations/ oversee regular reconciliations.

• Arrange payments to creditors as appropriate and arrange appropriate signatures on payments.

• Raise invoices for paid services provided by us, i.e. advertising space in Pagan Dawn.

• Make the necessary arrangements to collect payments from debtors and bank payments promptly.

• Provide training and guidance on financial procedures and compliance

Challenging times need capable and committed individuals.

The Gambling Harms space is undergoing a generational transformation as the commissioning structure transitions across to a new Statutory Levy based funding model. This change presents many imminent challenges and creates a space where the major stakeholders have little to no in-house subject expertise (around gambling harms) and where the previous formal pathway to Lived Experience involvement in system design and commissioning has been lost.

At this crucial time the Gambling Lived Experience Network is undergoing its own transformation to be able to step up and create meaningful engagement with an increasingly complex and layered stakeholder framework.

We are therefore looking for individuals with confidence, shared purpose, and proven abilities to join our board of trustees and help steward a growing charity during a crucial time in both GLEN's own development and also to help us shape the evolution of the wider gambling harms space.

There has quite simply never been a more important time to join our board, or to get personally involved in helping shape a massively under recognised but socially significant area of human adverse experience which currently impacts upwards of 10 million UK adults at any one time.

As a charity trustee you will be acting in an unpaid capacity but will be contributing so much to supporting the wellbeing and protection of literally millions of vulnerable individuals and families. It is a big ask, and a big challenge, but one which we believe is ultimately worth taking on.

We are ready for the challenge... are you?

Be part of a historic and ambitious rugby club!  Founded nearly 150 years ago, and steeped in Merseyside rugby heritage, Firwood Waterloo Rugby Club over the years has produced international stars and shaped the sport across generations.  The Club remains deeply rooted in community rugby, fielding men’s, women’s, touch, and youth teams.

We are seeking an organised, proactive, personable, and detail‑driven individual to support the financial heartbeat of our Club. We anticipate that between 2 to 3 days per week time commitment may be needed, however this is flexible and will vary depending on seasonality.

Your work will directly support the Club’s financial sustainability, play a key role in ensuring smooth financial operations and governance, and supporting our member experience.

WHAT YOU’LL BE DOING

You will work closely with the Treasurer and Membership Secretary to help manage the Club’s day‑to‑day finances, membership administration, and essential financial reporting.

· Recording day‑to‑day financial transactions and keeping bookkeeping and account reconciliations up to date.

· Supporting the preparation of monthly management accounts, cashflow forecasts, and financial reporting.

· Dealing with membership direct debits and payments throughout the season.

· Recording and reconciling membership income via GMS and other payment methods.

· Processing invoice and expenditure, payment and procurement activities.

· VAT and payroll administration and compliance.

WHAT YOU’LL BRING

· Confidence with numbers and financial processes.

· Ability to meet deadlines and manage competing priorities.

· Willingness to learn systems including GMS and accounting tools.

· A proactive, collaborative, and confidential approach.

APPLYING FOR THE ROLE

If you thrive in a varied role, enjoy working with numbers and people, and want to contribute to a vital community sports organization, we’d love to hear from you.  Please send your CV and a short covering note.

The Nehemiah Project is a small charity that supports men with experience of addiction to break the cycle of addiction and crime. We do this through supported living, programmes, key worker support, rebuilding family connections and providing move-on support to aid transition to independent living. We currently operate from houses in Streatham and Croydon.

We are a Christian-based charity open to men of all faiths and none. We have a partnership with the British Association of the Order of Malta who provide expertise, funding and volunteer support.

Our trustees play a vital role in making sure that The Nehemiah Project (TNP) achieves its core purpose of breaking the cycle of addiction and reoffending. They oversee the overall management and administration of the charity. They also ensure that TNP has a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the executive team to enable TNP to grow and thrive.

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of the Nehemiah Project' s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation. The Nehemiah Project is a registered charity and a company limited by guarantee.

Treasurer Role

• Overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.
• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.
• Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management.
• Monitoring and advising on the financial viability of the charity.
• Overseeing financial controls and adherence to systems, regularly liaising with Chief Executive
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process Ensuring investments and assets are maximised.
• Lead on the appointment of and liaison with external auditors.
• Oversee the development and implementation of systems for appraising, mitigating and reporting corporate risk.
• Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.
• Keeping the board informed about its financial duties and responsibilities and liaising with the Chief Executive to develop the financial understanding of the Board of Trustees.

What we are looking for?

• A finance professional. A knowledge of charity finance is an advantage. Otherwise an enthusiasm to learn, drawing from sound commercial experience and an understanding of SMEs.
• A strategic thinker with an ability to balance risk and opportunity.
• Clear communicator with the ability to bring the financial information alive to non-finance specialists. Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors
• We are looking for people willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our board.

In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees. Board members have a collective responsibility. This means that trustees always act as a group and not as individuals.

Responsibilities of all trustees

• Support and provide advice on TNP' s purpose, vision, goals and activities.
• Approve operational strategies and policies, and monitor and evaluate their implementation.
• Oversee TNP' s financial plans and budgets and monitor and evaluate progress.
• Ensure the effective and efficient administration of the organisation.
• Ensure that key risks are being identified, monitored and controlled effectively.
• Review and approve TNP’s financial statements.
• Provide support and challenge to TNP’s CEO in the exercise of their delegated authority and affairs. Keep abreast of changes in TNP’s operating environment.
• Contribute to regular reviews of TNP' s own governance. Attend Board meetings, adequately prepared to contribute to discussions.
• Use independent judgment, acting legally and in good faith to promote and protect TNP’s interests, to the exclusion of their own personal and/or any third party interests.
• Contribute to the broader promotion of TNP’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.

Personal skills and qualities

• To be sympathetic to and supportive of our Christian ethos. Practising Christian preferred.
• 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. A strong personal commitment to equity, diversity and inclusion.
• Enthusiasm for our vision and mission

Trustee Role Overview

Term: 4 years, renewable up to 7 years, with possible extension in exceptional cases under the Memorandum and Articles.

Remuneration: Voluntary role; reasonable expenses reimbursed.

Meetings: Attend four Board meetings a year (in person in Putney, with remote option).

Strategy Days: Up to one per year.

Events: Four annual celebration events at our houses; Trustees are encouraged to attend where possible

Committee Membership

Trustees may join one of three sub-groups — HR, Finance, or Fundraising — which meet remotely four times a year, with occasional ad hoc support to working groups or the executive team. 

Financial Commitment No donation is required, though regular modest giving is encouraged.

More Information can be found in the Trustee Pack below.

We are seeking new Trustees who can bring their ideas and experience to our Board, who can champion our activities and advocate for us both locally and regionally. Our current Trustees are committed to the performing arts and enjoy sharing their expertise and experience, to make the Theatre stronger and more resilient.

We encourage applications from all backgrounds. You don’t need experience of being a Trustee, or of being in the performing arts. All we require is that you have a passion for live theatre. Induction, mentoring and training will be provided.

We are particularly interested in hearing from you if you have experience in these areas:

• Finance, commercial and/or business operations
• Fundraising
• IT and systems
• Facilities or venue management
• Or…..tell us what you can offer!

We welcome candidates who can demonstrate:

• A passion for the Lawrence Batley Theatre and our vision and mission, along with a commitment to arts and culture as a force for change;
• A good understanding of effective governance and management;
• Strategic vision and creative thinking;
• Excellent communication and interpersonal skills;
• An understanding of the barriers which some people within our communities face and a commitment to effect change; Values of equalities, diversity and inclusion.

For more information please download the recruitment pack on our website.

To apply please email us with your CV and no more than one side of A4 outlining: your experience, why you are interested in becoming a Trustee of Kirklees Theatre Trust (Lawrence Batley Theatre) and what you will bring to the organisation. Deadline for applications is 12noon on Fri 3 April.

All applications will be reviewed and selected candidates will be invited to an informal discussion with the Chair and Chief Executive to understand a little more about you and what you can bring to the Board. Shortlisted candidates will then be invited to observe a Board meeting before deciding whether they wish to formally join as a Trustee.

Please read the attached Trustee Information Pack for more detail

As a Trustee, you will play a crucial role in the governance and strategic oversight of the charity, ensuring that we operate effectively, achieve our mission, and comply with all legal and regulatory requirements. Trustees are collectively responsible for safeguarding the charity’s assets, ensuring they are used exclusively to further our objectives, and overseeing the charity’s financial health, including budgets, financial controls, and reporting. Acting with integrity and in the charity’s best interests is at the heart of the role.

The Treasurer oversees the financial affairs of the charity and ensures that they are conducted legally, transparently, and in line with the charity’s governing document. Working closely with the Chair, Managing Director, Trustees, and any staff or volunteers, the Treasurer helps safeguard the charity’s financial sustainability.

We welcome candidates from professional backgrounds who share our commitment to supporting those affected by Body Dysmorphic Disorder. If your current or previous skills or experience align with this post, we encourage you to apply and join us in driving meaningful change.

Please note, this role is being advertised on an ongoing basis, with interviews conducted on an ad hoc basis. 

Overall Purpose of Role

• To ensure on behalf of the Board that Plateful Cafe’s assets are properly managed, only used for approved purposes, and applied as effectively as possible
• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

Main Responsibilities

• Share the responsibility of jointly reporting the financial position (balance sheet, cash flow, fundraising performance etc).
• Oversee the production of necessary financial reports/returns, accounts and audits and the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• To ensure that proper accounts and records are kept and that Plateful Cafe meets its legal obligations in respect of its financial affairs and financial reporting
• To ensure that Plateful Cafe’s financial resources are spent in line with good governance and legal and regulatory requirements
• To be jointly instrumental in the development and implementation of Plateful Cafe's financial policies
• To supervise and assist Finance assistants

Main Tasks
- Liaising with the appropriate member(s) of volunteers responsible for Plateful Cafe’s
financial activities and financial record-keeping
- Make members aware of their financial obligations and take a lead in interpreting
financial data to them.
- Monitoring that financial systems and controls are in place and adhered to
- Assist the fundraising team and team with Funding applications with the finance
questions
- Assist with preparing budgets and other financial information for funding bids
- Assist volunteers with the preparation of financial reports for funders
- Acting as a financial spokesperson for Plateful Cafe as appropriate
- Ensure proper records are kept and that effective financial procedures and controls
are in place, ie:

• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Others as appropriate

- Appraising the financial viability of plans, proposals and feasibility studies.

- Lead on appointing and liaising with auditors/an independent examiner.

- Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting
and bookkeeping is kept up-to-date.

- Maintain the petty cash system and regularly process petty cash claims.

- Regularly carry out reconciliations/ oversee regular reconciliations by the finance
volunteer.

- Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.

- Make the necessary arrangements to collect payments from debtors and bank
payments promptly.

Qualities

must have charity sector experience
 Knowledge and experience of current and fundraising finance practice relevant to
voluntary and community organisations.
 Knowledge of bookkeeping and financial management (as necessary).
 Good financial analysis skills.
 Ability to communicate clearly
 Previous usage of Free Agent system preferable
 Attention to details
 Preferable previous experience on payroll
 Experience on preparing budget

Closing Date:

We are reviewing applications on a rolling basis and applications will be reviewed as they are received.

The Role:

We are currently seeking a Finance Trustee to join our Board as Treasurer. It’s a voluntary role that requires a committed individual with financial expertise to take a collaborative approach, supporting our Trustees, our Head of Finance and Governance, and our management team to oversee the financial affairs of our charity and ensure that they are legal, constitutional, and within accepted accounting practice.

Our Organisation:

Greener and Cleaner delivers locally but thinks, and influences, nationally. Our vision is greener, healthier, better connected communities across the UK. We seek to achieve this through normalising 360-degree sustainable living, bringing the community together to make changes that can deliver a big impact. We have a non-judgemental peer-to-peer approach, so that all elements of the community feel empowered to take action in how they live, work, and play and in how they use their voice to push for change.

Treasurer Role:

The primary role is to ensure alongside other Trustees that they accept ultimate responsibility for the affairs of G&C and ensure that it is solvent, well run, and delivering the charitable outcomes for which it has been set up. As well as fulfilling the duties of a Trustee, the Treasurer ensures that effective and appropriate financial measures, controls, and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

• Overseeing the presentation of budgets, internal management accounts, and annual financial statements, as produced by the finance team or others where appropriate, to the Board of Trustees
• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place. 
• Liaising with any paid staff about financial matters, as appropriate.
• Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management. 
• Overseeing financial controls and adherence to systems. 
• Drawing any major financial concerns to the attention of the trustee and the management team.
• Ensuring that the charity has appropriate reserves in line with its reserves policy, and monitoring and advising on the financial viability of the charity. 
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.
• Ensuring that the charity has an appropriate investment policy and that investments and assets are maximised.
• Leading on the appointment of and liaison with external auditors. 
• Overseeing the development and implementation of systems for appraising, mitigating, and reporting corporate risk. 
• Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies – for example, the Charity Commission and/or the Registrar of Companies.
• Keeping the board informed about its financial duties and responsibilities.
• Supporting other Trustees in understanding the charity’s financial position and decision making.
• Contributing to the fundraising strategy of the charity and its ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

The Person We’re Looking For:

• A finance professional with a firm understanding of charity finance and some experience of fundraising and pension schemes.
• Knowledge of charity fundraising, bid writing, and/or other income generation and/or securing funding through creation or leveraging of partnerships and networks (at a national or local level).
• A strategic thinker with an ability to balance risk and opportunity and the skills to analyse proposals and examine their financial consequences.
• Clear communicator with the ability to explain financial information to members of the Board and other stakeholders.
• Willing to play an active role in areas such as forecasting, setting budgets, and liaising with auditors.

In addition, the Treasurer will also have the responsibilities and qualities of all Trustees.

Responsibilities of All Trustees:

• Demonstrating a commitment to G&C’s objectives
• Contributing to setting the strategic goals and monitoring performance by active participation in Board discussions and decision-making
• Actively assisting the charity to build their connections and partnerships for the purposes of most effectively delivering their goals and fundraising
• Ensuring that G&C complies with its governing documents, the law, and all other relevant documentation
• Helping to identify risks and ensuring appropriate controls are in place
• Helping the Board to make sound decisions by making available their own personal knowledge and experience
• Assisting the Chair to appoint and appraise the performance of the Senior Leadership Team members
• Sharing relevant skills and expertise with the Senior Leadership Team members
• Making all reasonable efforts to attend Board meetings, away days, development meetings, publicity events, and other such public functions as requested by the Chair
• Ensuring the charity’s focus on equality, diversity, and inclusion remains at the heart of its strategy and delivery

Trustee Person Specification:

In addition to the Treasurer role specific above, our Trustees will ideally also demonstrate the following:

• A commitment to the objectives and activities of G&C
• A willingness to devote time and effort to G&C beyond attending board meetings
• Have strategic vision, an ability to think creatively, and an appropriate level of financial literacy
• Understanding of and acceptance of the legal duties, responsibilities, and liabilities of their position
• Have good independent judgement
• Be willing to effectively act as part of a team
• Adhere to the Nolan Principles of public office: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership
• A willingness to allow the Employee/s to make reasonable decisions and to act within the limits prescribed by the Board

To Apply:

To see the full job advertisement with details on how to apply, and to learn more about the role and our organisation, please see the attached supporting documents.