94 Financial accounting manager volunteer roles

Use your finance expertise to help secure a future for bumblebees. The Bumblebee Conservation Trust is looking for a Trustee & Finance Committee Chair to join our Board and support the strong financial stewardship of a science-led conservation charity.

You will chair our Finance Committee and provide strategic oversight of financial planning, reporting, controls, reserves and risk, working with fellow Trustees, our Chief Executive and senior team to help the Trust remain resilient, well governed and able to deliver lasting impact for bumblebees, pollinators, people and nature.

We are seeking a qualified accountant with strong financial management experience, sound judgement and the ability to explain financial information clearly. Charity finance experience would be welcome but is not essential. We warmly encourage applications from people who are new to trusteeship as well as those with previous Board or committee experience.

Do you want to use your financial expertise to make a real difference to people’s lives?

Mental health affects all of us — yet for too many people, financial circumstances can stand between them and the support they need. At FreshStart, we believe everyone should have access to safe, professional and affordable therapy, whatever their circumstances.

FreshStart Psychotherapy C.I.C. is seeking a Treasurer and Director to join our Board and help guide the financial sustainability and growth of our organisation. This is an exciting opportunity to play a key role in a passionate, community-focused organisation with a simple but powerful mission: to make high-quality psychotherapy available to people on low incomes who might otherwise be unable to afford it.

Treasurer Role Description

Purpose of the Role

To maintain effective financial oversight of FreshStart Psychotherapy C.I.C., ensuring financial sustainability, sound governance, and compliance with all relevant financial and regulatory requirements.

The Treasurer will provide financial leadership to the Board and support informed decision-making that enables the organisation to achieve its mission and strategic objectives.

Key Responsibilities

1. Strategic Leadership

• Contribute actively to the development and implementation of the organisation's strategy.
• Advise the Board on the financial implications of strategic decisions.
• Support sustainable growth and long-term financial planning.
• Help identify opportunities for funding diversification and organisational development.

2. Financial Oversight

• Ensure the Board receives clear, accurate, and timely financial information.
• Monitor the financial health and sustainability of the organisation.
• Review management accounts, budgets, cash flow forecasts, and annual financial statements.
• Ensure appropriate financial controls, policies, and procedures are in place and regularly reviewed.
• Oversee the preparation and filing of statutory accounts and financial returns.
• Support the development and monitoring of reserves and risk management policies.
• Work closely with any external accountants, auditors, or financial advisers as required.

3. Governance and Compliance

• Ensure the Board understands and fulfils its financial responsibilities.
• Support compliance with relevant regulatory, legal, and reporting requirements.
• Promote good governance and transparency across the organisation.
• Contribute to risk management and financial decision-making.

General Responsibilities of a Director

In addition to the Treasurer responsibilities, all Directors are expected to:

• Contribute actively to setting the organisation's strategic direction.
• Ensure the organisation remains focused on its mission and objectives.
• Safeguard the organisation's reputation, values, and resources.
• Monitor organisational performance and impact.
• Ensure resources are used effectively and responsibly.
• Act in the best interests of FreshStart Psychotherapy C.I.C. and its beneficiaries.
• Declare and manage any conflicts of interest.
• Participate in Board meetings and relevant working groups.
• Stay informed about developments affecting mental health services, the voluntary sector, and community wellbeing.

Person Specification

We are particularly interested in hearing from individuals who have:

Essential

• A recognised accountancy qualification or equivalent financial expertise.
• Experience in financial management, accounting, audit, or financial governance.
• Strong analytical and strategic thinking skills.
• The ability to communicate financial information clearly to non-financial colleagues.
• A commitment to the mission of improving access to mental health support.

Desirable

• Experience of charity, CIC, voluntary sector, or healthcare governance.
• Knowledge of fundraising, grant funding, or social enterprise finance.
• Previous board or trustee experience.
• An interest in mental health, wellbeing, and reducing barriers to accessing support.

Who we are:

WECare Worldwide is a UK and Sri Lankan registered charity set up by veterinary surgeon Janey Lowes. Our mission is to provide international standard veterinary care for less fortunate dogs around the world, starting in Sri Lanka. The WECare Team is made up of passionate, dedicated and brilliant individuals who work extremely hard to achieve the aim of dramatically improving the outlook for street dogs worldwide. With 75% of the globe’s dog population going without access to healthcare. We want to plug that gap and provide them with a whole lot of love while we do it!

Primary purpose of the role:

The Trustee (Treasurer) role forms part of our dedicated and passionate Board of Trustees. This voluntary position plays a vital role in ensuring the charity remains financially sustainable, well-governed and able to maximise its impact for dogs in need. As Treasurer, you will work closely with the Chair, fellow Trustees and senior management to oversee the charity’s financial affairs, ensuring appropriate financial management, reporting and compliance with Charity Commission requirements.

The Treasurer is not expected to undertake the day-to-day bookkeeping but will provide strategic financial oversight and support as required.

Key responsibilities:

1. Provide strategic oversight of the charity’s financial affairs.

2. Monitor the charity’s financial performance and long-term sustainability.

3. Review management accounts, budgets and financial forecasts.

4. Help ensure appropriate financial controls, policies and risk management processes are in place.

5. Present financial information to the Board in a clear and accessible manner when required.

6. Support the preparation and approval of the annual accounts and liaise with the charity’s independent examiner or auditors as required.

7. Use expertise to support and guide the charity’s Finance Team, as required.

8. Ensure the charity complies with all relevant financial, legal and regulatory requirements.

9. Advise the Board on financial implications of strategic decisions and major projects.

10. Work collaboratively with fellow Trustees to support effective governance.

11. Act as an ambassador for WECare Worldwide and promote the charity’s mission and values.

Key Attributes:

Essential:

• A genuine passion for animal welfare and the mission of WECare Worldwide.
• Accountancy or finance qualifications or significant professional finance or accountancy experience.
• An understanding of financial management, budgeting and financial reporting.
• Ability to interpret financial information and communicate it clearly to non-financial colleagues.
• Good strategic thinking and sound judgement.
• Commitment to good governance and the responsibilities of charity Trustees.
• Strong integrity, professionalism and attention to detail.
• Excellent communication and collaborative working skills.

Desirable:

• Previous experience as a charity Trustee or Treasurer.
• Knowledge of Charity Commission regulations and charity finance.
• Experience of financial risk management.
• Experience within the charity or not-for-profit sector.
• An overview understanding of fundraising or grant-funded organisations.

Time Commitment:

At WECare, we understand that being a Trustee is a voluntary role and we are conscious of, and grateful for, the valuable time our Trustees give. We are an active Board, and anticipate a realistic time commitment of around 4 to 8 hours per month.

• Attendance at regular Board meetings (typically held online) with a minimum of 4 meetings per year.
• Attendance at the Annual General Meeting.
• Reasonable preparation time for Board papers and financial reports.
• Occasional additional meetings with the Chair or senior management as required.

In exchange for your time and commitment, you’ll have the opportunity to make a meaningful difference to the lives of thousands of street dogs, the chance to use your professional expertise to support an ambitious international charity, experience contributing at Board level within an energetic, dynamic and growing charity and working alongside a passionate and committed team dedicated to improving animal welfare.

Remuneration:

• This is a voluntary, unpaid Trustee position.
• Reasonable out-of-pocket expenses incurred in carrying out Trustee duties will be reimbursed in accordance with the charity’s expenses policy.

🌎 VOLUNTEER FINANCE MANAGER / TRUSTEE TREASURER

UK-based | Remote | Flexible

Could your financial expertise help make a real difference?

We are looking for an experienced Finance Manager / Accountant to join our international charity on a voluntary basis and help strengthen our financial management as we grow.

Working closely with senior management, you will provide financial oversight, guidance and reporting, helping us make informed decisions and ensure our resources are managed responsibly.

What you'll do:

• Oversee accounting and financial reconciliations
• Support budgeting, forecasting and financial planning
• Prepare clear financial reports for senior management and trustees
• Monitor income, expenditure and financial controls
• Provide financial advice and support strategic decision-making
• Help develop strong financial systems and processes

What we're looking for:

• Strong professional experience in finance, accounting or a similar role
• Excellent analytical and organisational skills
• Confident using Excel and Microsoft Office
• Able to communicate financial information clearly
• Reliable, proactive and comfortable working remotely
• Charity/NGO experience is desirable but not essential

Professional qualifications such as ACA, ACCA or CIMA are welcome, but relevant experience is more important.

Why volunteer with us?

This is an opportunity to use your professional skills to support an international charity and directly contribute to work that makes a difference to communities in need.

⏰ Flexible commitment
📍 UK-based / Remote
❤️ Voluntary / Unpaid 

If you're an experienced finance professional who would like to give something back and become part of our team, we'd love to hear from you.

Initially we are looking for a Finance Manager, however, if the board feels after a 3 month trial, the candidate is the right fit, this position could lead to a Trustee/Treasurer role.

Please send a short introduction and your CV.

The Opportunity

After seven successful years, our current Treasurer is retiring, and we're looking for someone to guide the charity through its next chapter. You'll support our Head of Finance and build strong working relationships with the CEO and wider Board.

What You'll Do

• Chair the monthly Finance call
• Chair the Audit & Remuneration Sub-Committee (two meetings a year)
• Attend four Board meetings a year
• Hold regular one-to-one meetings with the Head of Finance
• Oversee audit and the auditor relationship
• Oversee banking and cash management, including authorising payments
• Be available for prompt responses to emails and calls, and attend our premises from time to time

What We're Looking For

Essential:

• The highest standards of personal integrity and professionalism
• A genuine interest in youth homelessness and supporting vulnerable young people
• Senior-level financial and accounting experience, including a recognised accountancy qualification
• Experience across management accounts, budgets, forecasts, cash-flow projections, statutory accounts and audit findings, plus financial governance, internal controls, risk management, reserves, investment oversight and organisational sustainability
• Sound judgement, independence of mind and the confidence to challenge constructively
• A collaborative approach, able to work well with the Chair, CEO, Head of Finance and fellow trustees
• Enough time and flexibility for the role, including approving payments and attending meetings in person

Desirable:

• Previous experience as a charity trustee, Treasurer or non-executive director
• Knowledge of charity accounting, including the Charities SORP, restricted and unrestricted funds, and reserves policies
• Understanding of trustees' and directors' legal and regulatory duties
• Experience with organisations funded through public-sector contracts, grants and mixed income
• Familiarity with safeguarding-led organisations

Your expert understanding of charity and/or company accounts and financial management will ensure that trustees exercise their financial responsibilities. You will act as lead trustee on overseeing the annual audit, and advise on financial procedures, regular financial reporting and forecasting.

This will involve chairing the Trust’s Audit Committee, which meets once a year to receive draft charity accounts and audit reports for The Abbotsford Trust and its subsidiary Abbotsford Trading Company. The Committee is responsible for recommending accounts for approval to the Board of Directors, and for making recommendations on the appointment of auditors.

You will exercise oversight of the Trust’s financial management throughout the year through membership of the Executive Committee, which meets up to 10 times a year to receive financial reports from management. Trading Company management accounts are the responsibility of a separate Trading Company Board.

This role will suit someone with professional accountancy qualifications and experience of audited accounts. Ideally, but not necessarily, you will have experience of charity accounts.

Finance Trustee (and Co-Chair, Finance, Audit & Risk Committee)

Help end homelessness and shape the future of one of the UK's leading charities.

At Crisis, we believe that homelessness should not exist, and together we can end it. Our bold 10-year strategy is already driving change but with homelessness rising and funding challenges increasing, we know we must think differently, act courageously, and inspire more people to join us. For the first time in Crisis' nearly 60-year history, we are also becoming a direct housing provider.

We are now seeking an exceptional finance leader to join our Board of Trustees and help guide the organisation through an exciting and ambitious phase of our work.

This is an opportunity for a senior finance professional to use their expertise and strategic insight to influence decisions at the highest level, strengthen organisational resilience, and help drive lasting change for people experiencing homelessness across the UK.

About Crisis

We are the national charity for people experiencing homelessness. We help people out of homelessness and campaign for the changes needed to solve it altogether.

Our values are at the heart of everything we do. We're bold in our ambition, impactful in our approach, collaborative in how we work and equitable in championing fairness and inclusion.

About the role

As a Trustee, you will play a vital part in ensuring Crisis remains well governed, financially sustainable, and focused on achieving its mission.

Alongside the statutory responsibilities of being a trustee, you will bring specialist financial expertise to the Board and co-chair our Finance, Audit and Risk Committee. You will also contribute to oversight of our growing housing delivery function through membership of the relevant committee.

Working alongside fellow trustees and senior leaders, you will help shape long-term strategy, scrutinise performance, oversee risk, and ensure the organisation remains accountable, transparent and financially strong.

We are looking for someone with:

• Significant senior leadership experience with responsibility for organisational finances.
• The ability to interpret complex financial information and assess the longer-term financial implications of strategic decisions.
• Experience of organisational governance, either as a trustee, non-executive director or member of a senior leadership team. Experience of chairing or serving on a Finance, Audit or Risk Committee.
• Strong understanding of financial risk management, audit, compliance, internal controls and organisational sustainability.
• Excellent communication and relationship-building skills.
• A commitment to collaborative governance and collective decision-making.
• A genuine passion for Crisis' mission and a determination to help end homelessness.
• Knowledge of charity accounting (SORP) and Charity Commission requirements is desirable but not essential.
• ACA, ACCA, CIMA, ICAEW or equivalent accounting qualification desirable but not essential.

What you'll bring

We're looking for someone who combines strategic thinking with sound judgement and a collaborative approach. You'll be a trusted adviser who can challenge constructively, contribute to robust debate, and support effective decision-making. Most importantly, you'll share our belief that homelessness can be ended and be committed to helping make that vision a reality.

Diversity is hugely important to us at Crisis, and we want to make sure that our Trustees, staff and volunteers represent communities we support. As we continue to strengthen and broaden the perspectives represented on our Board, we particularly welcome applications from people with lived experience of homelessness, whose insight is invaluable to our work. We also encourage applications from people from LGBTQ+ communities, ethnic minority backgrounds, disabled people, and others who bring experiences and viewpoints that can contribute to a more inclusive and effective Board. Above all, we welcome candidates who share our values and are passionate about creating positive change.

Time commitment: Overall, the role requires approximately one day per month.

• Board meetings: Six meetings per year, held in person at Crisis locations across the UK. Two are full-day meetings and at least one includes an overnight stay.
• Finance, Audit and Risk Committee: Monthly online meetings.
• Housing Committee: Quarterly online meetings.
• Additional engagement: Occasional advice and support between meetings.

Remuneration

This is a voluntary, unremunerated trustee role.

Reasonable expenses will be reimbursed. We are also committed to removing barriers to participation and may consider support where loss of earnings would otherwise prevent involvement.

Term of appointment

Trustees are appointed for an initial three-year term, with the opportunity to be reappointed for a second term.

This is a rare opportunity to use your financial leadership and governance expertise to make a tangible difference to the lives of thousands of people experiencing homelessness.

If you are an experienced finance leader who wants to contribute your skills to a cause of national importance, we would love to hear from you, whether your background is in the private, public or voluntary sector.

How to apply:

Please apply by submitting a copy of your Curriculum Vitae (CV) and a covering letter, not exceeding two pages, highlighting your suitability for the position and why you are interested.  You can apply via our website, Crisis Jobs, or by using the links contained in the 'Additional Resources' documents below.

Please also let us know if you require an informal conversation prior to applying for this role.  All applications will be treated in the strictest confidence.

· Closing date: 9 October 2026

· Interviews held on: 2 November 2026

· Location: Central London, in-person.

Please let us know if you anticipate any issues with these dates

Volunteer Opportunity – Treasurer Trustee
Independent Arts Isle of Wight

Do you have financial skills and experience that could help strengthen creativity, wellbeing, and
community connections across the Isle of Wight?

Independent Arts is seeking a Treasurer Trustee to join our Board and help support the charity’s
continued growth and sustainability.

Independent Arts works with people of all ages and backgrounds, using creativity and
participation in the arts to improve wellbeing, reduce isolation, build confidence, and
strengthen communities. We believe that creativity can have a positive impact on people’s lives,
and we are looking for someone who shares our values and wants to make a meaningful
contribution.

As Treasurer Trustee, you will play an important role in helping the Board oversee the charity’s financial affairs, ensuring strong financial governance and supporting informed decision-making. You will work alongside fellow trustees and staff to help ensure the organisation remains financially sustainable and able to continue delivering its valuable work across the Isle of Wight.

We are looking for someone who can offer:
• Experience in finance, accounting, budgeting, business planning, or financial
management
• The ability to understand and explain financial information clearly
• Strategic thinking and sound judgement
• A collaborative approach and willingness to contribute to Board discussions
• Commitment to good governance and the aims of Independent Arts
Previous charity trustee experience or a professional accounting qualification would be
welcome but is not essential. We encourage applications from people with relevant skills and
practical experience from a range of professional and personal backgrounds.

What you’ll gain from the role:
• The opportunity to make a meaningful impact within the local community
• Experience of charity leadership and governance
• The chance to use your professional skills for social good
• The opportunity to work alongside a passionate and committed Board and team
• A chance to support creativity, wellbeing, and inclusive community development across
the Isle of Wight

Time commitment
This is a voluntary role. The Treasurer Trustee will be expected to attend quarterly Board and
finance committee meetings and review papers in advance, with additional time required to
support the CEO in financial planning, Board and annual reporting activities.
Independent Arts is committed to equality, diversity, and inclusion and welcomes applications
from people of all backgrounds, experiences, and communities.
 

Hope and Vision Communities is a small charity providing supported, move-on accommodation for people who have successfully completed residential rehabilitation.  We have a Christian ethos, where everyone can be loved and accepted with a sense of belonging, with the hope and opportunity of a new life.  We are growing to expand who we can help to other geographical areas. 

We are seeking a volunteer to help our team with reconciling day to day accounts and bookkeeping, as well as some controlling and administration tasks depending on availability. Our ideal candidate would also be able to compute our annual accounts ready for review by an independent examiner.

In return we will give you support to succeed, a great group of people to work with and the chance to make a real difference to the people we support.

Are you passionate about improving health and wellbeing outcomes, especially for older people?

Do you value the “magic dust” of real human relationship?

Claremont Project is a mental health, arts and wellbeing charity based in Angel, Islington. We are seeking a Treasurer Trustee to strengthen our charity as we step into our next chapter.
 

About us

Claremont has been around since 1819 and serves mostly older people through a powerful blend of social prescribing, low-cost psychotherapy and a programme of arts and wellbeing activities.

Claremont is a place of innovation and creativity, underpinned by a Relational Approach which emphasises real listening, self-awareness and an awareness of how we are being in relation to other people. We were the UK’s first Wellbeing Centre long before the term was ubiquitous; and in the 1920s and 30s we ran programmes that became models for the Welfare State.

At our beautiful and well-loved building at 24–27 White Lion Street, we nurture a vibrant, inclusive community, underpinned by our conviction that everybody matters.

About the role

The Treasurer is a key member of the Board of Trustees, helping to ensure Claremont’s financial health, sustainability and good governance.

Working closely with the Chair, CEO and bookkeeper, the Treasurer supports the Board in overseeing the charity’s financial affairs and ensuring appropriate financial stewardship.

The Treasurer will:

• Support the Board in fulfilling its financial governance responsibilities.
• Help ensure that effective financial controls and reporting systems are in place.
• Provide oversight and constructive challenge regarding budgets, forecasts and financial planning.
• Assist the Board in understanding Claremont’s financial position and long-term sustainability.
• Support compliance with Charity Commission and Companies House financial requirements.
• Chair or participate in finance-related committee meetings where appropriate.
• Contribute strategically to the future development of the organisation.

As set out by the Charity Commission, Trustees at Claremont are collectively responsible for:

• Advancing the charitable purposes of Claremont and ensuring we carry out our purposes for public benefit.
• Ensuring Claremont complies with its governing document and the law.
• Acting in Claremont’s best interests.
• Managing Claremont’s resources responsibly.
• Acting with reasonable care and skill.
• Ensuring that Claremont is accountable as a charity.

Who we are looking for

We are seeking someone who:

• Has financial expertise, accountancy qualifications and/or senior financial management experience.
• Understands governance and financial oversight within charities or not-for-profits.
• Can think strategically and communicate financial information clearly to non-financial colleagues.
• Shares Claremont’s mission, values and relational approach.
• Brings warmth, emotional intelligence and collaborative working.

Experience in one or more of the following areas would also be valuable:

• Charity finance and fundraising
• Property or buildings management
• Income generation and lettings

Alongside technical expertise, we are looking for a certain “Claremontiness” — aspirational and personal qualities that embody a genuine relational approach to life.

Time commitment

Quarterly Board meetings (held in the evenings), plus preparation, emails and committee work.

Equality, diversity and inclusion

Claremont is a community where people from all backgrounds are loved and wanted, and which is diverse in terms of characteristics like race and ethnicity, gender, disability and socioeconomic status. We seek to ensure that our Board represents the people we serve and welcome applications from candidates coming from backgrounds that have historically been underrepresented on charity boards.
 

How to apply

Please send a CV and covering letter describing why you are interested in the role and summarising the expertise you bring.

Deadline for applications: Wednesday 30th September

Please note:

• You must be 18 or over and must not be disqualified from acting as a Trustee.
• Trustees are required to declare any conflict of interest while carrying out their duties.
• This is a voluntary position, but reasonable expenses are reimbursed.

Could you help shape the future of Katherine Low Settlement?

We're looking for a new Treasurer Trustee to join our Board.

This is a fantastic opportunity for someone with financial experience to use their skills to support one of Battersea's longest-established charities.

About Katherine Low Settlement

Katherine Low Settlement is a busy, local charity that has been serving Battersea and the wider Wandsworth community since 1924. We are dedicated to building stronger communities and enable people to challenge and find ways out of poverty and isolation. We run a range of our own community services to support local older people and children, young people, and their families from refugee communities. We campaign for social change. We incubate and support other charities and social businesses to thrive. Each week we work with 30+ charities and community groups supporting more than 1,000 people every year.

About the Role

KLS is looking for a Treasurer Trustee to bring financial insight, sound judgement and strategic challenge to our Board. This is a rewarding opportunity to help a community-focused charity stay financially strong, well governed and able to make a lasting difference for people in Battersea and Wandsworth.

What You’ll Do

• Guide Board-level understanding of KLS’s finances, risks and long-term sustainability.

• Chair the Finance Committee and help turn financial information into clear, confident decisions.

• Provide Board level scrutiny of budgets, management accounts, reserves, cash flow, controls and annual accounts, including reviewing income and expenditure, monitoring restricted and unrestricted funds, and supporting year-end reporting.

• Provide constructive challenge on funding, strategy, financial planning and major commitments, including grant budgets, funder reporting, reserves planning and financial sustainability.

• Champion transparent, ethical financial stewardship that supports safe, effective services.

• Contribute to wider discussions on strategy, governance, safeguarding and organisational sustainability, in a more general trustee capacity.

Who We’re Looking For

• Financial confidence, curiosity and clarity, with the ability to read the numbers and ask thoughtful questions.

• Ability to help others engage with finance in a practical, accessible way.

• Experience in finance, accountancy, audit, risk, grant management, charity finance, trusteeship or the voluntary and community sector.

• Understanding of charity finance, including monitoring restricted funds, reviewing management accounts, supporting reserves policy, preparing for audit or independent examination, and helping trustees understand financial risks.

• A professional accountancy qualification is welcome but not essential if you have broader financial leadership or governance experience. 

• Previous trustee experience is desirable but not essential.

Equality, Diversity and Accessibility

We welcome applications from people from all backgrounds, especially those with lived experience, community connections or insight into the communities KLS serves. We are committed to an accessible recruitment process and will make reasonable adjustments where needed.

Appointment Requirements

Appointment is subject to eligibility to act as a charity trustee and, where applicable, as a company director, a satisfactory DBS check and any relevant identity verification requirements.

How to Apply

If you are interested in using your financial skills to support local impact, we would love to hear from you. Please send a CV and short supporting statement outlining your interest in KLS, your relevant financial or governance experience, and what you would bring to the Board to Sarah Gibb, KLS CEO.

Closing date: Wednesday 30th September 2026

About Roots Academy. 

Roots Academy’s Vision.

A generation of young Muslims who embody and promote a God-centred way of life.

At Roots Academy, we’ve built a learning experience that’s changing the lives of the ummah’s future leaders, change-makers and visionaries. Our Mission is to deliver a structured and transformative education in the Essentials of Islam in a way that lowers barriers to access, develops a deep certainty, and inspires action.

Why Does Roots Academy Exist?

Crisis of Faith: 1 in 4 young Muslims are leaving the religion due to various factors, primarily the pervasive anti-religious content and temptations they encounter online and offline. 

Roots Academy exists to bridge this gap by providing a structured and transformative Islamic education that speaks directly to the needs and challenges of young Muslims today, delivered in an engaging and accessible form that removes barriers to access and provokes thought and action.

Role Summary.

The Financial Analyst – FP&A will support the Finance Lead in building a more automated, scalable, and data-driven finance function for Roots Canada. This role will focus on financial analysis, forecasting, process improvement, automation, and the development of systems within tools such as Xero, Slack, Excel/Google Sheets, and other finance platforms. The position is key to ensuring the organization’s financial operations are scalable, compliant, and efficient.

Key tasks

Financial Analysis: Support budgeting, forecasting, cash flow analysis, and budget-to-actual reporting. Help identify financial trends, risks, and opportunities and translate financial information into useful insights for leadership.

Finance Systems & Automation: Support the implementation and optimization of Xero, including the Chart of Accounts, tracking categories, reporting structures, and financial workflows. Identify opportunities to automate repetitive finance activities.

Process Improvement: Review existing finance processes and identify opportunities to make them more efficient, scalable, and controlled. Help design and implement improved workflows across Finance and other teams.

Workflow & Data Management: Build and maintain finance-related workflows in Slack and other systems to streamline approvals, budget requests, reimbursements, reporting, and other recurring processes.

Reporting & Decision Support: Help develop financial dashboards and management reports that provide leadership with clear visibility into cash flow, spending, budgets, revenue, and overall financial performance.
 

Week in this role

Typical week may include:

• 1 hour — Financial Analysis:  Update forecasts, analyze budget-to-actual performance, review financial trends, and support monthly financial reporting.

• 0.5 hour — Finance Systems & Automation: Build or improve workflows in Xero, Slack, Google Sheets, or other finance tools to reduce manual work and improve efficiency.

• 1 hour — Process Improvement & Documentation: Review existing finance processes, identify opportunities for improvement, and document new or enhanced workflows.

• 0.5 hour — Finance Team Meeting: Meet with the Finance Lead to review priorities, provide project updates, and align on upcoming initiatives.

• 0.5 hour — Ad Hoc / Project Support: Support other finance projects, testing, data analysis, or system implementation activities as required.

Average time commitment: 3–5 hours per week. Work can generally be completed flexibly throughout the week, with additional time potentially required around month-end.

What We're Looking For

• Strong analytical and problem-solving skills.

• Interest or experience in FP&A, financial analysis, process improvement, or systems implementation.

• Strong Excel/Google Sheets skills.

• Comfortable learning and working with software such as Xero.

• Interest in automation and improving inefficient processes.

• Ability to translate business requirements into practical workflows or solutions.

• Strong attention to detail and ability to work independently.

• Accounting, finance, business, or data analytics experience is an asset.

What we have to offer

• Be part of a team of 100+ dedicated volunteers around the world. 

• Receive continuous rewards for those that seek Islamic knowledge from the Roots platform. 

• Be a part of a growing organisation that aims to revive and educate Muslims from a grassroots perspective.

• Receive in-house tarbiyah sessions to develop your deen. 

Please note this is an unpaid volunteer position. 

Volunteers are entitled to claim expenses incurred for food, travel and equipment, in line with our Expenses policy.

Opportunity: Chair of the Finance and Risk Sub-committee, Board of Trustees

Open School East is at a pivotal moment in its development and is seeking a Chair of the Finance and Risk Sub-committee to help shape its next chapter.

Deadline for applications: Wednesday 30th September 2026

We are interested in hearing from candidates with expertise in:

• Finance: A person with experience in finance management or accounting, with the capacity to provide a strategic overview of finances, ensuring viability, compliance with relevant legislative frameworks, effective use of resources and ensuring that proper financial records and procedures are maintained.

We are especially keen to hear from people with knowledge of, or an interest in, education and the arts. By committing your time and expertise to our two meetings a quarter (full Trustee meeting and Chairing the Finance and Risk Sub-committee meetings), you can become part of a leading arts education charity, making a real difference to emerging creatives of all ages and from all backgrounds.

We also warmly welcome people who bring lived experience of the barriers OSE seeks to dismantle including people of colour, disabled people, those from working class backgrounds, or people with experience of marginalisation in the arts or education sectors.

The opportunity

The Finance and Audit Committee (FAC) provides BIICL’s Board of Trustees with oversight and assurance on our finances, controls, investments, and audit. We're looking for a chartered accountant or senior finance leader to chair the Committee and join our Board of Trustees at a pivotal moment: a new Director and CEO, a new Director of Operations in post, and a new strategy launching in 2027. You'll bring real technical credibility and the judgement to translate financial detail into confidence for a Board whose backgrounds are mostly legal and academic. In return, you'll help shape the next chapter of one of the world's most respected independent legal institutes.

The current Chair’s term ends in December 2026. We are seeking a successor to join in October, allowing time for handover and induction ahead of the November FAC meeting and the December Board meeting.

Purpose of the role

The Chair of the Finance and Audit Committee provides strategic, non-executive financial oversight rather than day-to-day accounting.

As a trustee, you hold joint legal and fiduciary responsibility for the charity’s overall governance, strategic direction and financial health.

As Committee Chair, you will act as a trusted advisor and critical friend to the Director and Chief Executive and the Director of Operations, ensuring that BIICL’s income is robustly governed, financial risks are mitigated, and resources are deployed optimally to deliver maximum social impact. BIICL outsources financial management to a specialist non-profit accountancy firm, overseen internally by the Director of Operations; you’ll evaluate how well that arrangement is working and recommend change if needed. 

Key responsibilities

Strategic financial oversight

· Budgetary scrutiny: oversee the annual £2.5m operational budget and financial forecasts provided by the executive team.

· Performance monitoring: review quarterly management accounts, analysing variances, cash flow health, and performance against key performance indicators (KPIs).

· Reserves management: champion the regular review of a robust Reserves Policy to safeguard the charity against sudden funding fluctuations.

· Investment assets: oversee the performance of the charity’s cash reserves and any investment portfolios, ensuring alignment with ethical investment strategies.

Audit, risk and internal controls

· Statutory reporting: lead the FAC in reviewing the Annual Report and Accounts, ensuring compliance with Charity SORP FRS102 and statutory filing deadlines.

· External audit: manage the relationship with the External Auditor, leading on the tender process and reviewing the post-audit management letter.

· Risk mitigation: oversee the financial section of the organisation’s risk register, ensuring internal controls are sufficient to prevent fraud and compliance failures across complex funding streams, and ensure FAC oversight of the wider Risk Register.

· Fiscal compliance: monitor compliance with complex tax regimes relevant to this scale, including VAT, Gift Aid, and trading subsidiary operations (as applicable).

Committee leadership and Board reporting

· Meeting governance: set the agenda and chair quarterly FAC meetings, fostering an environment of collaboration, constructive, and high-quality challenge.

· Board communication: report clearly to the full Board of Trustees, translating complex financial positions into strategic insights for non-financial board members.

Statutory trustee duties

· Legal compliance: ensure the charity complies with charity law, company law, and all other relevant legislation or regulation.

· Strategic direction: contribute actively to the Board of Trustees in setting the charity’s overarching vision, mission, values, and strategic goals.

· Asset protection: act as a responsible custodian of the charity’s assets, ensuring funds are spent solely in furtherance of its charitable objectives.

· Effective governance: attend and actively participate in full quarterly Board meetings, the Annual General Meeting (AGM), and strategic away days.

· Collective decision-making: maintain the principle of collective board responsibility, upholding and supporting decisions made by the wider board.

Legal and regulatory frameworks

The postholder is required to understand, uphold, and apply the following core regulatory frameworks:

· The 6 Essential Trustee Duties (Charity Commission Guidance CC3): You share collective legal liability to ensure the charity carries out its purpose for the public benefit, complies with its governing document, acts in the charity's best interests, manages resources responsibly, acts with reasonable care and skill, and remains fully accountable.

· Financial Reporting Standards 102 and the Charities SORP: Because our annual income exceeds £250,000, the accounts must be compiled under the Statement of Recommended Practice (Charities SORP), transparently separating restricted, unrestricted, and designated funds.

· The Charity Governance Code: Our Board intends to benchmark itself against this code. You will directly champion Principle 5 (Board Effectiveness) and Principle 6 (Risk and Control) to ensure internal controls are regularly evaluated.

Person specification

Experience and qualifications

· Financial qualification: chartered status (e.g. ACA, ACCA, CIMA, CIPFA) is essential.

· Senior leadership: proven experience operating as a CFO, Finance Director, or partner in a professional services practice in an organisation of similar or larger scale.

· Sector expertise: strong working knowledge of Charity SORP, restricted and unrestricted funding, and UK charity law is highly desirable.

· Governance background: previous experience as a trustee, non-executive director, or committee member is advantageous.  

Core skills and attributes

· Strategic clarity: ability to look past the numbers to see systematic risks and strategic opportunities.  

· Collaborative challenge: ability to robustly hold senior staff and third-party advisors to account while maintaining a supportive, professional working relationship.

· Communication: ability to explain intricate financial matters plainly to non-financial audiences.

· Commitment to the cause: a demonstrable passion for the charity’s core mission and alignment with its values. 

Terms of appointment

Term:

Trustee appointments are for a three-year term, renewable for a maximum of two consecutive terms.

Time commitment:

Trustees are required to commit approximately 8-10 days per year. There are four board meetings, four FAC meetings per year, a strategy day, plus approx. 2-3 hours per month for executive consultation. 

Location:

London/Hybrid – FAC meetings usually take place online; Board meetings and strategic away days are in-person, usually at our London office.

Remuneration:

This is a voluntary role and is not accompanied by any financial remuneration; however, all reasonable travel and out-of-pocket expenses are reimbursed.

Reporting to:

Board of Trustees / Chair of the Board

How to apply

To apply formally, please submit a CV and supporting statement, each no more than two sides of A4, clearly outlining your suitability for the role against the criteria in the person specification and your motivation for applying.

Please include your home address, contact email, and mobile number.

We aim to acknowledge receipt within 2-3 days.

Applications will be reviewed on a rolling basis. We expect to interview candidates from mid-September with a view to appointing by the end of October.

For further information about the role or to arrange an informal discussion, please contact Tom Asher, Director of Operations