Financial accounting manager volunteer roles in Hendon, greater london

NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.

Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

· Willingness and ability to devote the necessary time and effort to the role

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

· Understanding of the legal duties, responsibilities and liabilities of Trusteeship

· Ability to work effectively as a member of a team

· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.

Person specification – Treasurer

In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.

· Financial qualifications and experience. 

· A strong understanding of analysing management accounts and forecasting cash flow.

· A strong understanding of creating and monitoring budgets.

· Some experience of charity finance, fundraising and pension schemes. 

· The skills to analyse proposals and understand their financial consequences. 

· A willingness to be available to staff for advice and enquiries on an ad hoc basis.

Role description – Trustee

Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.

In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.

Role description – Treasurer

The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.

In addition to the duties of a Trustee, the duties of the Treasurer are: 

· Chairing the Finance Committee and reporting to the Board.

· Ensuring the financial resources of Age UK Merton meet its present and future needs. 

· Ensuring that Age UK Merton has appropriate reserves and investment policies. 

· Undertaking spot checks on payroll and online payments. 

· Ensuring that appropriate accounting procedures and controls are in place. 

· Advising on the financial implications of Age UK Merton’s strategic plans. 

· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton. 

· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities. 

· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies. 

· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented. 

· Keeping the Board informed about its financial duties and responsibilities. 

· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way. 

Commitment required

Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.

Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.

Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.

In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.

To find out more and to apply

If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.

About the Trustee role

We have a detailed role description and person specification over the next few pages to

help you understand the requirements of the role.

The main purpose of our role:

As trustees at Back Up, we are volunteers with a specific legal responsibility to:

· Ensure our aims and objectives are being met

· Act in the best interest of the charity

· Manage responsibility for what we have (our people, our money etc)

· Act with reasonable care and skill

You can find more information from the charity commission.

What you will gain:

· An insight into how a charity runs, particularly how a charity board runs

· A new group of friends and colleagues

· A sense of pride when hearing about the difference our services make and that you

· A role in transforming lives affected by spinal cord injury.

· Confidence in building relationships with a wide range of people and speaking up at meetings

· An opportunity to develop your skills and experiences

· An opportunity to use your skills and experience to the benefit of the charity

Being a trustee is a voluntary role, therefore unpaid, but expenses including for travel are reimbursed.

You will receive a full induction to help you in the role at Back Up. In addition, where there is a training need, a range of training courses are on offer. You’ll need to commit time and energy to attend these, building up your knowledge so that you feel confident in the role. This often takes longer than you think, but we understand that – we were all new trustees once too.

Trustee Person Specification

Key Skills:

· Ability to support, motivate and inspire people to get involved

· Excellent communication skills in person, in writing and on the telephone

· Respect for others, for confidentiality and able to treat people equally

· Highly organised: able to manage multiple tasks, conflicting priorities, and responsive to deadlines

Qualifications and Experience:

Specific experience that would be useful to Back Up. You may have one or more of these:

· Accountancy

· Third Sector Knowledge

· Fundraising knowledge

· Personal experience of spinal cord injury

Personal Attributes:

· Integrity and honesty

· Proactive – seek out answers to your questions without a prompt

· A demonstrable commitment to Back Up's aims and values

· Honest, reliable, enthusiastic and conscientious

· Team player, flexible and adaptable

· Willingness to understand and hear about issues relating to spinal cord injury

Time Commitment:

· Currently, three and a half hourly board meetings four times a year, evenings in SW London

· One to two away-days per year

· Two-hour committee meetings (four times per year)

· Spending two to three hours prior to meetings, reading and absorbing information

· Reflecting and discussing by telephone

· Follow up to meetings – reading and commenting on minutes, carrying out any

· agreed actions

Requirements:

You must be…

· Over 18

· Not bankrupt

· Subject to satisfactory DBS check and references

· Not excluded by Companies House or Charity Commission

· Not bound by conflicts of interest that would be so significant as to undermine the role in general e.g. a member of a group that discriminates against people based on gender or ethnicity

Specific responsibilities

Role Description: Trustee

Reports to: Chair of Trustees

Accountable to: People affected by spinal cord injury, Charities Commission and Companies House

Summary:

The Board supports the vision and mission of the organisation. We ensure the delivery of the strategy, so that people affected by spinal cord injury can realise their full potential.

Vision and Mission

· To uphold the values of the charity, undertaking the duties of trusteeship in a way that adds to public confidence and trust in the charity

· Promoting and developing the charity in order for it to grow and maintain its relevance to society

· To support decisions that are in the best interest of service users, donors, volunteers and stakeholders at all times

· To take big decisions about the future

Compliance, quality and effectiveness

· Support development of policies that further the aims and objectives of Back Up and to monitor their success

· Ensure compliance with our memorandum and articles

· Ensure Back Up’s accountability and legal obligations

· Maintain sound financial management of the charity’s resources, ensuring expenditure is in line with the organisation’s objects and investment activities meet accepted standards and policies

· Ensuring resources are used in an efficient and cost-effective manner

· Maintain effective board performance

· Remain aware of the legal responsibilities and liabilities of trusteeship and act in accordance with liabilities

· Manage/declare any personal conflicts of interest.

· Strive for best practice in governance, through proactive learning and Development

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 Finance 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 be responsible for the financial management of the charitable company to ensure we successfully deliver our contractual commitments and thus influence the future of our funding, (we have a contract which runs until March 2028). You will play an important role as a member of the Board of Directors, ensuring they are guided by your financial expertise. This will involve preparing budgets; paying salaries and finances owing to HMRC and invoicing the NHS. 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 financial skills in budget preparation and management
• 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 financial experience. 
• Preferably a qualification with CIMA, ACA or ACCA (or working towards) 
• A UK driving licence and the ability to travel 
• A clean Disclosure & Barring Services check will be undertaken 

About Mind

We're Mind, the leading mental health charity. We won't give up until everyone experiencing a mental health problem gets support and respect. We provide advice and support to empower anybody experiencing a mental health problem and we campaign to improve services, raise awareness and promote understanding.

About the Role

Our volunteers are at the heart of Mind Retail, and without the help and support we receive from our volunteer teams we wouldn't be successful at what we do. As a Financial Analysis Volunteer, you will be working behind the scenes with the data that drives our retail network, providing an effective and proactive reporting support for retail Shop Teams, internal colleagues, and the Senior Leadership Team (SLT). Whether you are a student eager to gain practical experience with real-world datasets, or an experienced finance professional wanting to give back to the community, your insights will directly empower our teams and make a tangible difference to Mind Retail.

How You Can Support Us

Working closely with our finance, commercial, and data teams, you will help to translate financial data into meaningful insights for stakeholders. Day-to-day, you will be:

• Supporting the creation and improvement of financial reports and financial models.
• Assisting in looking at the numbers to understand the differences between what we expected to happen and what actually happened (referred to as variance analysis). You will also help check that our data is consistent across the teams.
• Helping us continuously identify opportunities to streamline reporting processes, reduce manual effort, and enhance data visualisation capabilities.
• Working with the team to organise our data better and automate repetitive tasks. If you want to learn, or already know about, advanced Excel features (like Power Query or macros) and Power BI (creating interactive dashboards), this is a great place to practice and apply those skills.
• Using a range of office software including email, spreadsheets and database information to produce timely and accurate reports.
• Assisting with ad hoc tasks relating to the reporting and analysis.

What You'll Gain

• Practical experience in financial analysis, data visualisation, and reporting tools.
• Exposure to real-world datasets and the chance to contribute to process improvements, including automation and more efficient reporting methods.
• Opportunity to improve your interpersonal skills and commercial knowledge.
• Understanding of policies and procedures, along with enhancing your administrative and IT skills.
• Additional learning and development opportunities, including your own eLearning account with access to personal and professional development courses.

About You

• Ideally, you will be actively studying towards an accounting qualification CIMA or ACCA, or working towards a relevant finance degree. Equally, you might be an experienced professional wanting to volunteer your financial knowledge.
• Comfortable working with numbers, have a high degree of accuracy, and a great eye for detail
• Confident using MS Office applications, particularly Word, Excel & Outlook and familiar with Power BI.
• Well-developed interpersonal skills, excellent telephone manner, and able to build good working relationships. You should also be comfortable using your influencing and negotiation skills.
• Excellent organisation skills, able to prioritise tasks, with the ability to work as a team and on your own initiative.
• Willingness to learn, a flexible and adaptable approach, and a commitment to our values & behaviours. Ability to work within Mind Retail's policies and procedures.

Desirable (But Not Essential)

• Retail sector experience.
• Experience with using Microsoft Dynamics GP 2016.

Our Commitment

We embrace the different perspectives that each of us bring. We want our staff and volunteers to be authentic and bring their whole selves to work. We want Mind to be a workplace that truly reflects the diverse backgrounds and experiences of the people we support. Where everyone is appreciated - regardless of race, gender, age, religion, identity and experience.

The Chief Financial Officer is responsible for overseeing broader financial management, including budgeting, financial forecasting, resource allocation and fundraising.

Key Responsibilities:

• Having oversight of all financial management across the organization and developing reports for the board
• To overall manage budgeting and financial forecasting
• To ensure that the department heads covering fundraising and finance are supported and well aligned with the strategic direction and priorities of Youth Advantage UK
• To ensure the organization has sufficient financial resources
• To ensure fundraising occurs and supports the organization's need
• To line manage departmental heads with relevant departments
• To contribute to wider C Level Executive work such as taking part in meetings, presenting the organization and dealing with problems as they arise

Requirements:

• To have over 5 years of experience in the financial sector
• To have at least 2 years of experience in a senior financial management role (such as Senior Manager or Department Head) 
• To be able to provide leadership and management
• To have good IT skills, accounting skills, budgeting skills, ability to use spreadsheets and remote systems and good communication skills

A Little About Us!

Youth Advantage UK is a research-led, un incorporated un registered charitable organization. We use a research-led approach to protect the rights and interests of young people through positive action such as projects, policy work, research, services, events. We promote and empower change.

Why we need you!

Youth Advantage UK are in our early stages but are growing and looking for volunteers to help achieve our aims to become a registered charitable organization. Your skills and expertise are what we need to continue to grow. Without our volunteers we cannot grow and appreciate those who apply with us!

What we offer!

Anybody who wishes to help and contribute to a good cause are welcome to apply for one of our volunteering positions. We will speak to you about what your aims are to ensure that the volunteering position you are applying for is suitable. By volunteering you have the chance to learn something new and contribute to a successful organization who is looking to help young people in the UK.

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.

Pact is seeking a values-driven finance leader to join our Board of Trustees and chair our Financial, Risk and Audit Committee (FRAC), succeeding our highly respected outgoing Chair who retires this Autumn.

About Pact

Pact is a successful, growing and highly regarded Catholic charity whose mission is to support prisoners, people with convictions and their families to make a fresh start. We operate in some of the most complex and high-risk environments in the voluntary sector, delivering critical front-line services across prisons, probation services, courts and communities, while managing public-sector contracts with the Ministry of Justice and NHS alongside philanthropic grants and donations.

About the role

As FRAC Chair, you will play a pivotal role in supporting the Board to make confident strategic financial decisions, steward resources responsibly and respond effectively to a changing commissioning landscape. Working closely with the CEO, Deputy CEO and Director of Finance & IT, you will lead Committee oversight across:

• External audit

• Financial risk management

• Internal scrutiny and control

• Statutory, tax and Charity Commission compliance

• Treasury and investment strategy

Alongside this, you will share collective responsibility with fellow Trustees for the strategic direction, governance and integrity of the charity.

About you

You are a qualified accountant with senior-level experience in finance, audit, risk or governance (for example, as a CFO, Finance Director, Finance Partner, Audit Partner or senior risk leader). You bring a strong grasp of financial management, internal control and risk, the ability to interpret complex financial information and challenge constructively, and the interpersonal skills to build positive relationships across the Board and Executive.

Experience in the charity or not-for-profit sector, knowledge of Charities SORP (FRS 102), and previous Trustee or non-executive experience would be highly welcome but are not essential.

While this role is open to people of all faiths and none, as a Catholic charity Pact seeks Trustees whose personal values are aligned with our ethos, including our commitment to ethical investment.

Practicalities

• Term: 3 or 4 years by mutual agreement, renewable up to a maximum of 10 years

• Voluntary, with reasonable expenses reimbursed

• Approximately 45 hours per annum, plus reading and keep-in-touch time

• Board meetings are held near Liverpool Street, London, with hybrid attendance permitted

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 

Are you looking for a pivotal role in a diverse, groundbreaking charity? Join Hidayah as our next treasurer on the Board of Trustees. 

Hidayah is a volunteer-led organisation supporting LGBTQ+ Muslims through community support, advocacy, education, and wellbeing initiatives.

The treasurer carries out Hidayah’s financial responsibilities, files reports, and presents regularly to the Board of Trustees. 

What do we specifically expect of this role?

• To take accountability for the bank account and to be an authorised signatory.

• To present financial updates at Trustee meetings and to devolve budgets where necessary.

• To ensure adherence to budgets.

• To present a predicted target and actual budget for the year.

• To work with the chair to give breakdowns of costings for fundraising bids and for events/activities/paid members of staff.

• To create the annual year-end financial report for the Charity Commission.

• To seek out revenue opportunities within the limits of Hidayah’s activities.

• To document how restricted and unrestricted funds are spent, including reports for grant funders.

• To approach organisations for donations and sponsorship opportunities.

• To increase revenue through public donations (online and actual) and to be proactive in doing this.

• To work with other Trustees to plan income-generating activities.

How much commitment is required?

This role requires a minimum commitment of 4–5 hours per week, with additional time required during busy periods or organisational activities. The following commitments are in place for all Hidayah Trustees:

• To be able to attend all Trustee meetings.

• To deliver a comprehensive report at each Board meeting with updates, completing actions in time;

• To aim to attend all other meetings as necessary, including the annual Strategy Day, annual General Meeting and (where geography permits) Hidayah events.

• To help to fundraise for and advertise any Hidayah events and fundraising drives.

• To be part of a communications group (via Discord) to keep up to date with Hidayah developments.

• To contribute to and to maintain the administration of our file-sharing system, Google Drive, so it is always up-to-date with clear records, templates, and forms.

• To check emails and to respond when needed.

• Line managing the finance assistant, including regular 121 meetings.

• Enthusiasm, dedication, responsiveness, flexibility, and eagerness in supporting the aims, vision, and mission of Hidayah.

• To contribute to the Charity Commission's annual report once a year.

• The role is subject to a 6-month probationary period.

• To read new Hidayah policies and initiatives.

• To read, understand, and agree with the constitution of Hidayah (available on the website).

What do we expect from a treasurer?

Please note that you must agree with and fit the essential criteria below to be eligible to volunteer in this role:

Knowledge & Experience:

• Educated to degree level or has experience which demonstrates equivalent analytical ability.

• Knowledge of quality assurance systems and their benefits for the voluntary sector.

• Knowledge of good governance procedures for the voluntary sector.

• Experience of budget management, preferably in the charity sector, but applicable to other sectors.

• High level of numeracy and close attention to detail.

• Basic AAT (Association of Accounting Technicians) experience is desirable but not essential.

Skills & Attributes

• Ability or willingness to learn line managing, developing, coaching, and motivating volunteers.

• Working and influencing at both a strategic and operational level, ensuring excellent working relationships with trustees and volunteers.

• A self-starter who can maintain their workload with minimal supervision.

• Friendliness, enthusiasm, dedication, responsiveness, flexibility, and eagerness in supporting the aims, vision, and mission of Hidayah.

• Ability to respond to conflict situations (if needed) with professionalism, adhering to Hidayah’s policies.

• Ability to handle and learn filing, online banking, and finance systems, including Google Drive and Sage.

What benefits do I get from this role?

• Contributing to Hidayah’s cause, with the opportunity to make a meaningful impact within LGBTQI+ Muslim communities.

• Strategic leadership experience and development of charity governance skills.

• Opportunity to expand your professional and community networks. 

• Experience working with a passionate and supportive volunteer team. 

We're on the lookout for a Volunteer Finance Manager to help us build the financial foundations of a new charity.

London is full of talent — but too many adults from socio‑economically disadvantaged backgrounds never get the chance to show it. Confidence, opportunity and access to the workplace can feel out of reach.

Unlock YOUR Potential is here to change that.

We’re building a new charity dedicated to giving adults the skills, tools, opportunities and confidence they need to thrive long‑term in the workplace. And now, at this pivotal moment, we’re searching for a Volunteer Finance Manager to help us build the strong financial foundations that will allow our mission to grow.

We’re at the very beginning of our journey — which means your expertise will shape how we operate for years to come. This isn’t just a finance role. It’s your chance to build the financial backbone of a movement.

If you’re passionate about financial stewardship and excited by the idea of helping build a charity from the ground up, we’d love to hear from you.

Strengthen our foundations. Guide our financial future. Help London unlock its potential.

Join us as our Volunteer Finance Manager — and help create a charity that transforms lives.

Role: Finance & Investment Committee Member

Location: London/remote

The Royal College of Pharmacy’s Finance & Investment Committee (FIC) is a key advisory body established by the College’s Board of Trustees to provide independent oversight of financial performance, investment strategy, and long-term financial sustainability.

While the day-to-day financial management of the College is delegated to the Chief Executive and Director of Finance, the FIC plays a critical role in supporting the Board of Trustees in fulfilling its governance responsibilities. The Committee ensures that the College’s financial resources are managed prudently, investments are strategically aligned, and financial risks are appropriately mitigated.

This is a voluntary role with an estimated time commitment of one day per quarter. This includes attendance in person or by Teams at four meetings annually, plus reading and preparation time. Trustees serve for a term of up to three years with an option for appointment for a further two terms.

Principal duties as a committee member:

• Review the proposed Budget and its alignment with approved business plans in advance of each financial year and report its opinion to the Board of Trustees prior to the budget being agreed.

• Assess and make recommendations to the Board of Trustees on any significant variances against approved budgets.

• Assess the effectiveness and adequacy of accounting, financial and operating controls and satisfy itself that the annual financial statements represent fairly the financial position of the College.

• Review significant accounting policies and procedures and recommend changes to the Board of Trustees.

• To oversee short and long-term investments in line with Investment Strategy & make recommendations to Board of Trustees for change where appropriate.

We are seeking applicants with the following skill, knowledge and experience:

• Senior management or director-level experience, ideally in finance and/or investment management

• Experience of strategic oversight of financial performance and budgets

• Understanding the distinct role of trustees and operational/executive functions

• An understanding of charity or not-for-profit governance

• Strong Financial oversight & Performance monitoring

We are particularly interested to hear from candidates who have the above experience and also bring specific experience within property and/ or investments

About the Royal College of Pharmacy:

We are the Royal College of Pharmacy, the professional leadership body for pharmacists and pharmaceutical scientists.

As the third largest workforce in healthcare, pharmacy plays a vital role in the health system, and as experts in medicines, pharmacists and their teams are central to patient care and public health. Our mission is to put pharmacy at the forefront of patient care, advancing the safe and effective use of medicines to the benefit of patients and the public.

��️ Closing date: 19/7/2026

Interview Date: 31st July and 7th August (on teams)

 To apply, please send a CV or Profile and a supporting statement via the link on our website. We are committed to making the application process inclusive.

1. Briefly describe how your skills, experience and personal qualities make you a good candidate for this role. Refer to the role description and person specification for inspiration. (800-word limit)

2. Your specific areas of expertise that will be beneficial to our board of trustees

Each candidate will be shortlisted based on merit, and interview and appointment selection will be strictly based on the agreed selection criteria. The Equality Act 2010 permits reasonable adjustments that may give preferential treatment to an individual with a disability.

We're looking for a finance bookkeeper volunteer who can support the financial administration of the charity using our finance software,  Xero. We The volunteer will support the Chair to undertake regular financial tasks such as budgeting, reporting, and audits while ensuring financial transparency. 
 

Key Tasks and Objectives

• Support the financial management of the Charity using Xero
• Data Entry: Recording financial transactions such as donations, invoices and expenses into our finance software, Xero.
• Weekly Reconciling income into Xero from GoCardless, Stripe, PayPal and other third-party agencies that facilitate donations being made to the charity.
• Maintain financial and accounting records, ensuring accuracy and consistency
• Assist with preparing payroll and/or pension information for submission to an external payroll provider (when required)
• Assist with the preparation of the accounts, quarterly and annual accounts for accountant annually as well as supporting funder financial reports
• Track the financial situation of projects
• Ensure that all necessary financial information is recorded accurately
• Assist with financial forecasting and budgeting
• Document Management: Organising and filing receipts, invoices, and other financial documents (digitally).
• Assist the Chair, volunteers or members of staff in understanding and using the accounting software
• Any other tasks that may be required from time to time or during the final accounts period, as appropriate.
• Assist with general administration relating to finances

Key Skills or Qualifications

Essential:

• Knowledge and experience of using Xero accounting software, including tracking project spending, managing volunteers’ expenses and department spending, uploading invoices, reconciliation, etc.
• Understanding of tracking financial data and information
• Experience of working in a bookkeeping role
• Accurate and up-to-date knowledge and experience of charity finance, SORP and other relevant frameworks
• The ability to quickly understand the needs of and challenges faced by our small charity organisation
• Strong numeracy and financial management skills
• Strong organisational skills
• Comfortable working remotely
• Ability to maintain strict confidentiality
• Ability to quickly understand the needs of our team, organisation and users of our services (we are not expecting you to have an awareness of the condition we support)
• Good initiative and ability to work with little direct supervision, but will ask for help when needed
• Ability to work flexibly on your own and as part of a team with enthusiasm and commitment

Desirable:

• Knowledge of charity accounting including restricted and unrestricted funding 
• Understanding of financial management within a charity
• Verbal communication skills
• Competent with communication tools

Key Benefits

You will come part of our small, friendly, forward-thinking charity team. We are focused on reaching people who may not have heard about the Charity or about the condition. 

You would have a key role in ensuring good financial administration, which is crucial to the continued work of Burning Nights CRPS Support. This is a fantastic opportunity for you to make a real difference to a small charity. You will be involved in ensuring we manage our financial inputs and outgoings in order to maintain the services and support we provide, allowing us to be a sustainable charity and fulfil our aims.

Volunteering Time: 7-15 hours per week 

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.

More than one in five people in the UK are living in poverty. Millions of households are struggling to afford essentials, falling behind on bills or going without food. Financial insecurity affects people across every part of society and remains one of the defining social challenges of our time.

At Turn2us, we believe poverty is not inevitable. Every year, we support millions of people to improve their financial security through practical help, direct support and long-term systems change. Working alongside people with lived experience, we combine immediate action with ambitious efforts to address the root causes of financial insecurity.

We are now seeking a Trustee to join our Board and serve as Chair of our Finance, Investment and Audit Committee and Honorary Treasurer.

This is a significant governance leadership role at an important point in Turn2us’s journey. As we look towards our next strategic chapter, the Board will play a vital role in balancing long-term ambition with strong financial stewardship and governance. Turn2us is well positioned, with a diversified asset base including property and investments, alongside Elizabeth Finn Homes, our care home business, which contributes around one-third of the charity’s income.

We are looking for a qualified accountant with substantial experience of financial leadership, governance and risk oversight. Experience within the charity sector would be valuable, as would familiarity with areas such as investment management, property, social housing or care services.

Alongside technical expertise, we are seeking someone who brings sound judgement, curiosity, humility and a collaborative approach. You will provide constructive challenge and strategic insight, helping the Board and executive team navigate an increasingly complex financial environment while ensuring the organisation remains focused on delivering impact for people facing financial insecurity.

Our Trustees come from a broad range of professional and personal backgrounds. We are committed to building a Board that reflects the communities we serve and particularly welcome applications from people with lived experience of financial insecurity and those from communities currently underrepresented at Board level.

This is an opportunity to contribute to an ambitious organisation tackling one of society’s most pressing challenges, working alongside an engaged Board and executive team to help ensure everyone has enough to live on.

Time commitment

The Chair of the Finance, Investment & Audit Committee is expected to commit ten days per year on average, including preparation for and attendance at quarterly in-person board meetings (held in our London office), subcommittees and occasional strategy sessions.

How to apply

To download a full copy of the candidate brief and learn more about the role, please click the ‘Apply’ button, where you will be redirected to the website of our recruitment partner, Tall Roots. 

Applications should include a CV and cover letter (no more than two pages), explaining your motivation for applying for to become a trustee at Turn2us, along with how you meet the Person Specification.

If you would like an informal discussion about the opportunity, or would like any adjustments made to the process to accommodate your needs, please email Mark Crowley at Tall Roots.