Financial accountant and internal auditor volunteer roles

The Organisation

Rethink Mental Illness is a leading mental health charity in England, dedicated to supporting people severely affected by mental illness to improve their lives, regardless of how challenging circumstances may feel. The charity works to create lasting change across health and social care systems, public attitudes, and the everyday experiences of people living with mental illness across the country.

People with lived experience of mental illness are central to everything Rethink Mental Illness does. Their insight shapes trusted advice, information, and more than 200 services, including housing and employment support, carer services, and legal advice. These voices also drive campaigns to challenge discrimination and influence legislative change, while their diverse experiences help ensure services are inclusive and accessible. Rethink Mental Illness believes that people severely affected by mental illness can have a good quality of life and is committed to making this a reality.

The Role

This is an exciting opportunity to join the Board of Trustees of Rethink Mental Illness as Chair of the Audit and Assurance Committee. This role operates alongside, and does not replace, the broader responsibilities and duties of charity trusteeship.

Responsibilities of the Audit & Assurance Committee Chair

Leadership and Direction

The Chair will:

• Chair all meetings of the Audit and Assurance Committee and provide effective leadership and direction.

• Maintain a clear understanding of the committee’s duties and responsibilities.

• Commit the necessary time and bring strong business, financial, communication and leadership skills.

• Demonstrate excellent working knowledge of corporate governance, accounting practices, internal control functions and risk management frameworks.

• Champion open and constructive discussion, while maintaining appropriate discipline and ensuring meetings are effective and complete their agendas.

• Be prepared to ask challenging and, where necessary, difficult questions with tenacity.

• Ensure committee members understand their responsibilities and feel able to raise matters of concern.

• Develop and maintain effective working relationships with the Chair of Trustees, Vice-Chairs, Treasurer, Chief Executive and executive team, External Audit Partner and Internal Audit Lead.

• Plan the work of the committee in conjunction with the executive team, agreeing a rolling forward plan and agendas in advance of meetings.

• Review the effectiveness of each meeting, seeking feedback from members and attendees.

Governance

The Chair will:

• Ensure the committee maintains its independence and avoids assuming responsibilities beyond its remit.

• Act as the Charity’s Whistleblowing Champion, ensuring regular review of the effectiveness and operation of the Whistleblowing Policy.

• Lead oversight of external and internal audit arrangements, including appointment and performance review.

• Ensure the committee holds at least annual private sessions with the CFO, External Audit Partner, Internal Audit Lead and the Treasurer (ex-officio member).

• Promote and participate in regular formal self-assessment of the committee against appropriate professional standards.

• Ensure that the committee’s work and key issues are clearly communicated to the Board.

Development of the Committee

The Chair will:

• Work with the Honorary Officers Committee to ensure an appropriate balance of skills and experience within committee membership.

• Meet at least annually with each committee member to review engagement, gather feedback, address performance issues and identify development needs.

• Foster the right culture within the committee, encouraging constructive challenge and positive questioning.

• Ensure appropriate induction and training support is provided for both new and existing committee members.

The Person

Rethink Mental Illness is seeking individuals who can confidently balance strong commercial awareness and financial sustainability with a deep commitment to the charity’s purpose and values, bringing a thoughtful perspective that looks beyond profit alone.

The successful candidate will demonstrate:

• A good understanding of the mental health sector and the wider challenges facing charities supporting people with severe mental illness.

• Strong financial literacy, with qualified accountant status desirable, and experience overseeing financial reporting, risk management, internal controls and audit.

• A strong understanding of charity governance, with experience in the charity or not-for-profit sector desirable.

• An analytical and constructive approach, with the confidence to provide appropriate challenge while supporting collaborative, values-led decision-making.

Rethink Mental Illness warmly welcomes applications from people of all ethnicities, genders, sexual orientations, socio-economic backgrounds, religions, ages and from disabled people, and actively encourages applications from groups that are underrepresented.

How to Apply

Applicants are invited to submit:

• An up-to-date CV, including details of two referees (who will not be contacted without prior permission).

• A supporting statement outlining how they meet the criteria in the person specification and their motivation for applying.

Treasurer Recruitment 

Become Our Treasurer and Help Achieve a Life Unlimited.  

At Cystic Fibrosis Trust, we believe in a world where everyone with cystic fibrosis (CF), can live a life unlimited, and we’re inviting passionate individuals to join us on this powerful journey. 

This is more than a governance role, and it’s an opportunity to help guide strategic decisions that impact lives, influence national initiatives, and accelerate progress for a community that deserves nothing less than a brighter future. 

About us

Cystic Fibrosis Trust is the UK’s leading charity dedicated to uniting for a life unlimited for everyone with CF, which is one of the most common life-limiting genetic conditions.

Our team of dedicated staff, volunteers, and Trustees works alongside people affected by CF to fund life-changing research, promote world-class clinical care, and provide essential advice and support.  We champion a community that is united by strength, compassion, and hope. 

Our work relies on the generous donations of our supporters. 

About the role

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, CEO, Trustees, and any staff or volunteers, the Treasurer helps safeguard the charity’s financial sustainability. This role is vital in supporting the delivery of our new Strategy and ensuring our positive impact on the lives of people with CF 

About you 

You will bring strong financial expertise and strategic insight to help ensure our organisation remains financially robust, well-governed and focused on delivering our mission. Your perspective will play a vital role in guiding our direction and ensuring we continue to put people with CF at the centre of everything we do.

Why Join Us? 

• Make a meaningful impact on the lives of people affected by cystic fibrosis. 

• Engage with dynamic peers who are driven, forward-thinking, passionate and purpose-led. 

• Help drive an inspirational mission that blends science, support, and community. 

• Play a critical role in shaping our strategic direction, ensuring robust governance, and championing equity, diversity and inclusion. 

• Gain valuable experience in governance and strategic planning. 

• Use your expertise to fuel lasting change. 

If you are passionate about making a difference for people with cystic fibrosis, please get in touch. 

How to apply? 

Please download the Treasurer Recruitment Pack for more information including full role description.

Please prepare and submit the following via our applicant tracking system by Monday 16 March 2026:

• A CV outlining your career history, including responsibilities and achievements. 

• A cover letter (max two A4 pages) explaining why you want to be a Trustee (Treasurer), what skills you can bring to the Board of Trustees and what you want to take away from this opportunity. 

Interviews will take place following the application deadline, and shortlisted candidates will be notified directly. We will offer as much notice as possible to support availability.

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.

The Alice Ruggles Trust is a leading charity dedicated to tackling stalking through education and training, campaigning, and prevention. We are seeking a Trustee with finance skills to replace our current Treasurer, who has undertaken the role for several years.

Alice Ruggles, aged 24, was murdered in 2016 by an ex-boyfriend following a relentless campaign of stalking. The Alice Ruggles Trust was set up by Alice’s parents to help prevent what happened to Alice happening to others, and ultimately to bring stalking to an end.

We are small but entering a period of significant expansion in response to government initiatives in relation to domestic abuse, violence against women and girls, and stalking. This is a challenging but also an exciting time for us.

We are seeking an experienced finance professional, preferably with experience in the charity sector, who will maintain an overview of the Alice Ruggles Trust’s financial affairs and play an essential role in the strategic planning of the Trustee Board in the months and years to come.

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.

Grow Cardiff is a grassroots charity creating life-changing community gardens across the city. As we expand our reach, we’re looking for a new Treasurer to guide our financial health and governance as a key member of our board of eight trustees. We welcome candidates from all backgrounds and will provide a full induction.

The Role
As Treasurer, you’ll provide strategic oversight and financial stewardship to ensure our small but growing organisation stays resilient and impactful. You’ll work closely with our Director, Chair, and Admin & Finance Officer, supporting everything from budget setting to risk management and audit preparation. You’ll also play a key role in demystifying financial matters for our Board

Core Responsibilities

• Monitor and report on the charity’s financial health
• Oversee internal accounts, annual statements, and financial controls
• Help develop financial policies on reserves, budgeting, and risk.
• Advise on financial implications of strategic plans
• Liaise with external accountants and auditors
• Support board learning and decision-making with accessible financial insight
• Work collaboratively on systems like Xero

Who We’re Looking For

• We’re after a finance professional (active or recently retired) with:
• Commercial or SME finance experience (charity finance a bonus)
• Strategic thinking and risk management skills
• An ability to communicate financial info clearly to non-specialists
• A willingness to be hands-on and collaborative.

Your Commitment
​Estimated time: 4–6 hours/month including: 

• Board meetings: every 8 weeks (currently first Wed of the month, held in the Dusty Forge community centre, Ely)
• Monthly check-ins with the Director (remote possible)
• 1–2 half day away days per year with the board

Why Join Us?
You’ll shape the future of a dynamic, community-focused charity making a real and lasting difference to people’s lives in Cardiff. We’re warm, committed, and value diverse perspectives. This is a chance to use your skills for public good—and learn a lot along the way.

Next Steps?
Please contact us for an informal chat about the position.

Job Title: Finance Assistant                                                                           

Reports To: Finance  Manager 

Location: Remote

Employment Type: Volunteer (12 hours/week for 6 months)

About the Project – “Solta o Jogo”
“Solta o Jogo” is a vibrant cultural competition and festival celebrating Brazilian heritage through Capoeira, music, dance, acrobatics, and a Brazilian arts & crafts fair. Hosted at Kingston University Townhouse, the event invites the community to participate in free performances, workshops, and exhibitions promoting cross-cultural understanding.

As part of this initiative, we are seeking a Finance Assistant to support the day-to-day financial operations of Quilombo UK. This is an ideal role for someone looking to apply or gain hands-on experience in finance within the Third Sector, while contributing to a meaningful, community-led cultural project. 

Position Overview:
The Finance Assistant will support the Finance Manager in tasks such as financial data entry, expense processing, reconciliation, and reporting. This role requires someone with good numerical skills, attention to detail, and a proactive mindset. The opportunity offers valuable exposure to nonprofit financial processes, along with flexibility and training support.

Key Responsibilities:

Finance & Data Entry:

• Collect and accurately enter financial data into spreadsheets and databases.

• Assist in processing staff and volunteer expense claims, ensuring proper documentation and approval.

• Support with checking account balances and assisting in payment reconciliation tasks.

Budgeting & Analysis:

• Help perform calculations and draft basic financial reports.

• Review department budgets regularly and report discrepancies to the Finance Manager.

• Assist in auditing financial records and preparing financial statements.

Reconciliation & Compliance:

• Reconcile discrepancies in financial records and propose corrections.

• Adhere to the organisation’s financial policies and reporting procedures.

• Respond to internal finance queries and offer support where needed.

Continuous Improvement:

• Suggest improvements to increase efficiency, accuracy, or cost savings.

• Maintain accurate documentation and support reporting for audits or internal reviews.

Required Qualifications:

Education:

• Graduation required; relevant coursework or volunteer experience preferred.

• Previous experience in finance, bookkeeping, or administrative support is advantageous.

• Understanding of basic accounting principles is desirable.

Skills:

• Strong numerical skills and analytical mindset.

• Proficiency in Microsoft Excel and Word.

• Excellent organisation, time-management, and attention to detail.

• Ability to communicate clearly with internal stakeholders.

• Professional, self-motivated, and able to work independently.

Benefits:

• Gain real-world experience in finance and bookkeeping within a nonprofit setting.

• Learn financial processes used in the Third Sector.

• Receive mentoring and training to develop finance and administrative skills.

• Work remotely with a supportive and mission-driven team.

• Reimbursement of local travel expenses if in-person attendance is required.

Equality Statement

Quilombo UK is committed to fostering an inclusive and diverse environment. We promote equal opportunities in line with the Equality Act 2010. Discrimination of any kind will not be tolerated, and we encourage applications from individuals of all backgrounds.

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

Who we're looking for

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

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

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

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

Key accountabilities

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

Their role is to:

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

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

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

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

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

• Ensure the financial stability of the organisation

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

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

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

#trustee #governance #boardoftrustees

Inclusive Boards is delighted to support Health Sciences University in their search for two Independent Governors. 

Health Sciences University (HSU) stands at the forefront of health and care education, research, leadership and practice. Formed in July 2024 through the merger of AECC University College and the University College of Osteopathy, HSU brings together a proud legacy of innovation and global leadership in health education, spanning over a century.

With a diverse community of around 2,500 students and over 400 staff, HSU offers more than 30 courses across allied health, sport and exercise sciences, psychology and mental health, chiropractic, osteopathy, and healthcare leadership and management. HSU’s commitment to lifelong learning is reflected in their growing portfolio of apprenticeships, accredited CPD, and masterclasses, supporting the health and care workforce across the UK and internationally.

This is a unique opportunity to contribute to the strategic direction and governance of our university, ensuring we continue to thrive in a rapidly changing higher education landscape.

About the Governor Opportunities: 

We are seeking to appoint two new Independent Governors who have significant senior level expertise in finance, accountancy and risk. In addition to their Board roles, candidates will join either our Finance and Performance Committee or our Audit and Risk Committee as a result of existing members retiring at the end of their terms of office. 

We anticipate that to demonstrate the required competencies for the role, suitable candidates will have experience of 

• Working at a senior level in a complex, regulated environment with multiple stakeholders and
• Hold a professional financial qualification such as CIMA, ACCA and ACA (ICAEW)

 Candidates will: 

• Provide strategic oversight into how the University can strengthen its long-term financial resilience and prepare effectively for future opportunities and risks. 
• Help the Board to critique and articulate the commercial value and strategic implications of potential growth, capital investment appraisals, diversification opportunities, mergers and acquisitions.
• Maintain a strategic perspective while interrogating risk management processes, decision making and financial assumptions. 
• Contribute to the development of institutional strategy and provide informed oversight of progress against agreed objectives and measures of performance.
• Demonstrate a genuine commitment to the University’s vision, mission and values and the wider social purpose of health sciences education and clinical services.

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of WAND UK’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.

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 the Director

· Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process

· 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 Director 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.

· 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

In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees:

Responsibilities of all trustees

● Support and provide advice on WAND UK’s purpose, vision, goals and activities.

● Approve operational strategies and policies, and monitor and evaluate their implementation.

● Oversee WAND UK’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 WAND UK’s financial statements.

● Provide support and challenge to WAND UK’s Director in the exercise of their delegated authority and affairs.

● Keep abreast of changes in WAND UK’s operating environment.

●  Contribute to regular reviews of WAND UK’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 WAND UK’s interests, to the exclusion of their own personal and/or any third party interests.

● Contribute to the broader promotion of WAND UK’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.

As a small charity, there will be times when the trustees will need to be actively involved beyond Board meetings. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, presenting externally, or other issues in which the trustee has special expertise.

Attributes and qualities

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.

Personal skills and qualities

● 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.

● Willingness to lead according to our values [charity values]

Terms of appointment

Terms of office

· Trustees are appointed for a 3 year term of office.

· After the 3 years of service a trustee needs to stand down and be re-elected by the Board if they would like to continue.

● This is a voluntary position, but reasonable expenses will be reimbursed.

Time Commitment (Estimated at 1-2 hours maximum per month)

● Attending four Board meetings annually. Currently meetings are held remotely and in person at WAND UK’s office located at St Charles centre for health and wellbeing, Exmoor street W10 6DZ. 

● Monthly scheduled meeting with the Director with flexibility to respond swiftly to the occasional ad hoc issue.

● Attending half day of the annual strategy and planned training sessions.