Financial accounts officer volunteer roles

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

Who we're looking for

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

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

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

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

Key accountabilities

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

Their role is to:

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

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

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

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

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

• Ensure the financial stability of the organisation

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

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

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

#trustee #governance #boardoftrustees

Role Overview

GHRI is seeking a detail-oriented volunteer accountant to help manage and maintain transparent financial operations. If numbers are your love language and accountability is your personality, babe… this role is screaming your name.

�� Key Responsibilities

Maintain accurate financial records and reports

Track donations, grants, and project expenses

Assist in budget planning and financial forecasting

Ensure financial activities align with regulatory standards

Support preparation of reports for partners and donors

✅ Requirements

Degree or background in Accounting, Finance, or related field

Basic knowledge of financial reporting and bookkeeping

Attention to detail 

Integrity and transparency in handling funds

Interest in non-profit or humanitarian finance

�� Why Volunteer With GHRI?

Gain experience in non-profit financial management

Strengthen your CV with international NGO exposure

Work with purpose, not just spreadsheets

Be part of a mission that improves healthcare access

About the Degrees Initiative

The Degrees Initiative is a UK-based NGO that builds the capacity of developing countries to evaluate solar radiation modification (SRM), a controversial proposal for reducing some impacts of climate change by reflecting sunlight away from the Earth. Degrees is neutral on whether SRM should ever be used, but we believe that developing countries should be empowered to conduct their own research and to play a central role in SRM discussions. The initiative has been working in different forms for over a decade, and our work receives worldwide coverage and widespread acclaim. 

The charity was founded in 2021, now has around 20 staff members and is growing. We seek a volunteer trustee with significant financial experience including an accounting qualification to join an existing five-person board to help guide a growing initiative that is changing the field of SRM.

This position offers a fantastic opportunity for the right candidate to apply their financial expertise in a high-profile governance role, shaping strategy and supporting a mission that empowers Global South researchers to lead in one of the world’s most important climate debates. 

Role 

The volunteer trustee will complement and further strengthen an existing five-person volunteer trustee board including the Chair & Treasurer. The role will entail strategic leadership, governance, and fiduciary responsibilities. Alongside the Treasurer they will predominantly be advising the Chief Operating Officer (COO) and the rest of the senior management team (the Chief Executive Officer and Chief of Staff) to ensure the robust financial health of the charity. This will include: 

• Maintaining an overview of the charity’s financial affairs by overseeing the annual financial planning and budgets proposed by the senior management team 

• Monitoring and evaluating financial progress against budgets and forecasts from staff reporting at quarterly board meetings, acting a voice of financial expertise during board discussions 

• Approving the audited annual accounts and financial statements presented by the senior management team alongside the rest of the board 

• Strategic input by reviewing risk assessments alongside financial implications and advising on the organisation of financial resources and reserves to support the long-term goals of the charity 

• Confirming transparency and accountability in financial operations, and that appropriate accounting procedures and controls are in place in addition to compliance with legal and regulatory requirements 

• Advising on how the charity can most effectively conduct its international work, especially providing grants to organisations in the Global South 

• Confirming that the charity has an appropriate investment policy, and that there is no conflict between any investment held and the aims and objects of the charity

• Sitting on any board sub-committees as required 

DCF are a small, local, family-founded charity focusing on supporting children and young people's wellbeing. We provide youth groups, workshops and 121 support in schools and in the community. 

We are looking for a Finance Trustee to lead on financial oversight of the charity, set up financial controls and processes and oversee our Treasurer.  

We currently have a lack of financial oversight which impacts on grant applications and planning.  We have a need for trustees with specific skillsets so that each board member can take ownership of their areas related to the charity.  Currently our CEO has a very active role within Board meetings and would benefit from support from proactive members.

We would like to grow the Board and create processes and procedures that diversify our income and sustainability. We currently deliver services in two boroughs (Croydon and Merton) and have a 5 year plan to expand to four boroughs.  

What are we looking for?

This individual should have:

• Knowledge and experience of charity finance practices
• Professional accounting, finance or similar qualification
• Strong understanding of financial management and reporting
• Experience in establishing and setting out strategic goals and direction in organisations
• Ability to explain financial procedures to other Board members
• Experience of providing Governance to organisations 
• Ability to think creatively and strategically, and to exercise good, independent judgement.
• Ability to work effectively as a member of a team.

The role will involve:

• Supporting the Treasurer
• Providing overview of income, expenditure, reserves, balance sheet, and cashflow
• Recording transactions
• Monitoring spend for various projects
• Providing reports to the Treasurer and Board 
• Forecasting project and operational spend with CEO 
• Attending 'monthly' meetings (10 per year)
• Providing information to HMRC and Pension providers 
• Monitoring compliance with local accounting laws and regulations

What difference will you make?

This is an exciting opportunity for someone who is passionate about giving back and helping our future generation of young people.  

In this vital role you will be able to offer your unique skill set to provide invaluable guidance on financial procedures and ways of streamlining processes, therefore enhancing the charity's ability to run smoothly and reach more young people.  We are looking for someone to keep us on track financially as well as helping us to formulate our vision for the future.

Before you apply

• Please provide a cover letter detailing why you are interested in this role and your relevant experience.
• Interviews will be an informal virtual chat with our CEO and then with the wider Board.

Applications are welcomed from people across the Sutton and Croydon Communities. If you live more than 30 miles from these locations, your application is likely to be unsuccessful. Board meetings are in person and on-line so being able to attend is a key part of the position.

Join us as Treasurer and Trustee of Humanimal Trust

Are you an experienced finance professional with a passion for good governance and a commitment to making a difference? Are you skilled at translating complex financial information into clear insights? If so, we would welcome your application to join our Board of Trustees as Treasurer. This is a pivotal role at the heart of our charity, helping to shape our strategic direction and support our mission to drive collaboration between human and animal medicine, for the benefit of both.

About the role:

The Treasurer works alongside fellow trustees and relevant staff to oversee Humanimal Trust’s financial strategy, planning and management. You will provide the Board with clear, comprehensive information to inform decisions, ensure financial systems and controls are sound, and advise on the financial implications of strategic and operational plans.

You’ll bring:

• Professional financial expertise (e.g. accounting and financial management expertise).
• A strong understanding of charity finance and governance, or a willingness to learn.
• The ability to analyse, explain and present financial information clearly to non-specialists.
• Strategic thinking and sound judgement.
• Commitment to the mission and values of Humanimal Trust.

Key responsibilities include:

• Overseeing the preparation of budgets, management accounts, financial statements and cashflow forecasts.
• Ensuring effective financial systems and controls are in place.
• Supporting compliance with relevant legislation and reporting requirements.
• Ensuring the Board understands and fulfils its financial responsibilities.
• Advising on financial risks and opportunities in relation to strategy and operations.
• Overseeing the preparation of the annual accounts and reports for submission to relevant authorities.

What’s in it for you?

• A unique opportunity to use your financial skills to make a lasting impact on healthcare for both humans and animals.
• Development of career enhancing skills and experience, including charity finance, governance and leadership.
• The opportunity to be part of a team of passionate trustees, staff, and volunteers.

Appointment term: A minimum term of three years, with the possibility of two consecutive terms (six years) in total.

Time commitment: Quarterly Board meetings, c.2h per meeting, plus preparation, with some additional input for finance-specific matters.

Preferred background, knowledge and experience: An experienced accounting professional, ideally with knowledge of charity finance

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

If you would like to use your financial skills to help drive positive change in human and animal medicine, we would love to hear from you. 

Many older people in our communities face significant challenges - from loneliness, isolation, and frailty to financial hardship and managing lifechanging conditions like Dementia. The work we do is vital in ensuring they have access to the support and care they deserve.

Our team is deeply passionate about this mission. Many of us have personal experience supporting older relatives through similar challenges, and these lived experiences fuel our commitment to delivering high-quality, compassionate services.

Following our successful merger in August 2023, our organisation is now moving forward with greater ambition and a renewed focus on expanding our reach. As a Trustee, you will play a crucial role in shaping that future - helping us to serve more people, strengthen our services, and advocate for the needs of older people across Maidstone, Sevenoaks, and Tonbridge. 

We are looking for people from a financial background to help with oversight of our budgeting, planning, forecasting, investments, governance, reporting and financial decision-making. This is a great opportunity to work closely with organisational leaders to ensure every penny makes a difference.

Trustee and Treasurer
Rainbow Migration, the longest-running UK charity dedicated to supporting LGBTQI+ people through the asylum and immigration system, is seeking a trustee who will also serve as the organisation’s Treasurer.

We are looking for someone who is passionate about our vision that LGBTQI+ people can settle in the UK and lead fulfilling lives, and our mission to support LGBTQI+ people through the asylum and immigration system and influence policy and practice.

At Rainbow Migration, we don’t just accept difference – we celebrate it, we support it, and we thrive on it. We particularly encourage applications from people who have sought asylum on the basis of their sexual orientation, gender identity, gender expression or sex characteristics.

The role of trustees and the Treasurer

Being a trustee is a rewarding role. Trustees are volunteers who bring their expertise to shape our strategy and direction, and help ensure we remain an authoritative organisation on LGBTQI+ asylum and immigration. They have overall legal responsibility for the charity, make sure our finances and resources are well used to implement our mission, and are required to participate fully in the governance of the charity. Trustees also play a role as ambassadors for the organisation and our work.

The Treasurer takes a lead role in ensuring Rainbow Migration’s financial affairs  are conducted within legal requirements, accounting conventions and good practice to ensure the financial viability and sustainable development of the organisation. A detailed role description for the role of Treasurer is appended.

Time commitment

We are looking for people who can commit to being a trustee for at least three years.

Trustees meet on a weekday evening five times per year. Meetings are usually held on Zoom except in December when we meet in person in London.

Preparation for the meetings involves a time commitment of two to four hours for detailed reading of papers, which are provided several days in advance.

The Treasurer also chairs the Finance Subcommittee, which meets on a weekday evening at the end of each quarter. The present Treasurer prepares the primary financial statements and notes, from the underlying accounting records at the year-end, for inclusion in the Annual Report and Accounts; the successful candidate will need to decide whether to continue with this approach or if there is a suitable alternative.

Key responsibilities

Financial oversight:

• Support the Trustee Board to maintain a clear and timely picture of the financial health of the organisation
• Ensure the Trustee Board and management team fulfil all required fiduciary and regulatory responsibilities
• Keep up to date on developments in charity finance regulations and best practice
• Chair the Finance Subcommittee to oversee Rainbow Migration’s financial management, ensuring robust processes and controls are in place
• Ensure the committee develops a long-term financial strategy (including a reserves policy) for the organisation, with objectives which can be monitored
• Advise the Board on financial strategy, risk management and resource allocation
• Support the Executive Director and Operations and Office Manager to develop and improve financial policies and procedures
• Work with the Executive Director, Operations and Office Manager and Fundraising Manager to monitor budgets, cash flow and financial performance
• Oversee the production of clear and accessible financial reports to the Board and its sub-committees by Rainbow Migration staff, and lead discussions during meetings

Reporting:

• Ensure regular financial reports (i.e. management accounts, annual budgets, cash flow projections, etc) are accurate, comprehensible, timely, correctly formatted, and properly discussed and understood by the Trustee Board (as required by law)
• Ensure the timely preparation of annual accounts in accordance with charity regulations (UK SORP)
• Oversee the appointment of the Independent Examiner or auditors and provide overall oversight of the annual examination or audit process

Systems and controls:

• Ensure the charity has proper systems in place for budgeting, financial control, insurance, and reporting
• Ensure compliance with all HMRC tax requirements, as appropriate

This Role Connects Financial Oversight With Fundraising Impact

At Tell My Truth and Shame the Devil C.I.C., every donation, grant, and sponsorship contributes to real-world change. The Finance Liaison Officer ensures that the C.I.C’s fundraising income, allocations, and financial reporting are accurate, transparent, and actionable, serving both operational needs and strategic decision-making. You will act as the bridge between fundraising activities and financial accountability, ensuring resources are optimally managed to maximise impact. This is not a generic bookkeeping role. It is strategic, operational, and central to C.I.C sustainability.

Purpose of the Role

This role exists to:

• Monitor and reconcile fundraising income, donations, sponsorships, and grant payments
• Coordinate financial reporting with the Fundraising Director, Data Officer, and other relevant teams
• Ensure compliance with financial regulations, safeguarding, and CIC policies
• Support budgeting, forecasting, and resource allocation for campaigns and projects
• Provide financial insights to inform fundraising strategy and decision-making
• Help maintain accurate, auditable records for transparency and accountability

You are the guardian of financial integrity for all fundraising activities.

Why This Role Matters

Accurate and transparent financial management:

• Builds trust with donors, sponsors, and partners
• Ensures funds are allocated ethically and efficiently
• Enables strategic growth and sustainable operations

Without this role, financial oversight risks errors, inefficiency, or reputational harm. With it, the CIC can operate with confidence, clarity, and credibility.

About the role:

To manage and reconcile all income streams, track donations and grants, and provide accurate financial reporting, ensuring compliance with C.I.C policies, safeguarding, statutory requirements, and supporting effective fundraising and organisational decision-making.

Experience Qualification and Requirements

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or CIC financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes.

Desirable / Can Be Developed

• Experience integrating financial data with donor CRM or data systems.
• Familiarity with grant funding or sponsorship reporting.
• Experience working in volunteer-led or grassroots organisations.
• Ability to contribute to financial process improvement.

Qualifications

• Formal qualifications not required.
• Equivalent professional experience in finance, accounting, or bookkeeping is highly valued.

Main Responsibilities/ Key Duties

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or C.I.C financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes

What You Gain

• Founding-level experience in financial oversight for a high-impact C.I.C
• Strategic insight into fundraising, resource allocation, and operational finance
• Leadership exposure in cross-functional collaboration
• Priority consideration for future paid roles
• Direct contribution to community empowerment and sustainable growth

This role builds financial stewardship, strategic planning and ethical management skills.

This role is not suitable if you:

• Prefer low-responsibility volunteer work
• Avoid handling sensitive financial data
• Are seeking immediate paid employment
• Are uncomfortable applying finance to ethical decision-making

Important to be clear:

• This is a volunteer role during the C.I.C’s build phase
• It carries real responsibility for financial integrity and accountability
• Paid roles will emerge as funding and sustainability allows

Formal qualifications are not required, but desirable.
Essential equivalent experience mandatory.

Next Steps:

Shortlisted applicants will be invited to:

• A values-led conversation
• A practical discussion about event planning, coordination, and execution

If you believe that well-organised, purposeful events can change communities, and that experiences inspire action, this role is for you.

A Final Word
Transparency is protection.

If you know that:

• Money must serve the mission
• Accountability builds trust
• Strong systems protect vulnerable people

We are looking for a finance professional to join our engaged and friendly board as Treasurer, with specific oversight of the charity’s financial management. While day-to-day financial administration is carried out by employees or external providers, the Treasurer works closely with them and the Board to ensure sound financial governance. The Treasurer provides financial leadership, helps trustees understand the organisation’s finances, and ensures that the charity meets its financial and statutory obligations.

You will have a qualification in Financial Management, Accounting, or Audit, or perhaps be a senior Finance Manager or Director in a charity. We welcome applications from people for whom this is their first Treasurer role, but we are seeking candiates who have some understanding and/or experience of the charity sector.  We are willing to provide access to training around the treasurer role, but a basic knowledge of charity accounting and financial management would be a strong advantage.

You will have the ability to communicate financial information clearly to those without financial expertise and be a strategic thinker, with the ability to balance financial scrutiny with broader trustee responsibilities.

Our board meet once a month (either virtually or in person in London) for around 90 minutes. We aim to have strategy days twice a year. You will meet with the CEO and Finance Manager once a month, and be available for ad hoc emails, advice. Trustees are usually appointed for a three-year term, which can usually be extended. 

You will also bring a commitment to the values, aims, and objectives of the charity, and a desire to help children and young people who have experienced grief.

GFS is a charity dedicated to enabling girls and young women to become unstoppable. We are seeking people who are committed to gender equality, passionate about youth development, and who value safe, inclusive spaces for girls and young women. 

Roles: Various Trustee positions, including Safeguarding, HR and Treasurer

As a Trustee you will provide leadership and contribute to the Board of Trustees enabling the fulfilment of responsibilities for the overall governance and strategic direction of GFS.

We are looking for Trustees who care deeply about our mission and who bring experience, skills and enthusiasm to help steer the charity into its next chapter.

• The Treasurer is a member of the GFS Board of Trustees and is responsible for leading the Board’s oversight of the organisation’s financial strategy, governance, and sustainability.
• The Safeguarding Trustee provides strategic leadership and assurance on all aspects of safeguarding across GFS. They ensure that the Board of Trustees fulfils its collective duty to protect all children, young people, and adults at risk who come into contact with GFS’s activities.
• We are also looking for Trustees with experience in Human Resources and being part of People teams.
• See Safeguarding and HR Trustee roles for more details.

The Treasurer is a member of the GFS Board of Trustees and is responsible for leading the Board’s oversight of the organisation’s financial strategy, governance, and sustainability. Working closely with the Chair, fellow Trustees, and GFS staff, the Treasurer ensures that GFS manages its resources responsibly and in line with its charitable aims to support girls and young women.

Key Responsibilities

Financial Governance & Oversight

• Ensure that GFS operates within its financial policies, charitable objects, and legal and regulatory requirements (e.g., Charity Commission guidance).
• Oversee the financial strategy of GFS and provide leadership to the Board on financial planning, sustainability, reserves, and investment decisions.
• Review and monitor financial reports, management accounts, and forecasts, ensuring the Board receives clear and accurate information to support decision-making.

Budgeting & Reporting

• Work with the CEO and finance staff to review the annual budget and recommend it for Board approval.
• Oversee the preparation of annual statutory accounts and ensure timely submission of all regulatory filings.
• Present the annual accounts at the AGM in a clear and accessible way for members.
• Ensure that financial information is understood by all Trustees, supporting good collective financial stewardship.

Risk & Control

• Oversee financial risk management processes, including internal controls, cashflow, reserves, and investment management.
• Ensure GFS maintains appropriate financial procedures, controls, and delegations.
• Provide scrutiny and challenge where needed to support robust governance.
• Committee Leadership, Co-Chair the Finance and Fundraising Committee

Collaboration & Support

• Act as a key support to the Chair on matters requiring financial insight.
• Work in partnership with the CEO and finance staff, acting as a sounding board while respecting the boundary between governance (trustees) and operations (staff).
• Provide financial guidance to Trustees, helping to build confidence and capability across the Board.

Time Commitment

• Board Members serve an initial three-year term and are eligible for reappointment for an additional term.
• Three Virtual Board meetings and an in person in either in Central London or a central city (meetings are currently held on Saturdays).
• Occasional strategy days, workshops or working groups.
• Quarterly Sub - Committee membership depending on skills and capacity.
• Additional time for reviewing reports, advising staff, and supporting financial planning cycles.
• Attendance at the Annual General Meeting

Closing date: Monday 16 th February, 9am 

Optional Q&A Session: To be booked individually by contacting our recruitment team. 

Interviews: Thursday 26th and Friday 27th February 

We are looking for a dedicated Volunteer Treasurer to join our Board of Trustees and help guide the financial well-being of the charity as we grow and respond to increasing need. Becoming a Treasurer at Shiloh means more than just numbers. You’ll be helping us build stronger futures for some of the most vulnerable people in our community. It’s a chance to use your skills for good and to be part of a dedicated, friendly team.

As Treasurer, you will:

• Work closely with the Board, Chief Executive, and Finance Manager

• Ensure our finances remain sustainable, compliant, and transparent

• Be part of a passionate team committed to lasting change for people affected by homelessness

General Responsibilities of a Trustee

• Ensure the charity focuses on its purpose and all activities align with its aims and objectives

• Comply with the governing document and meet all legal requirements

• Act in the charity’s best interests

• Prepare for meetings, seek advice when needed, and make informed decisions

• Contribute to Shiloh’s strategy and policies, and support and guide the Chief Executive and staff team

Specific Responsibilities of the Treasurer

• Ensure the charity’s financial affairs are legal, constitutional, and in line with accepted accounting practice and Charity Commission guidelines

• Oversee accurate record-keeping and effective financial procedures and controls

• Lead the Finance Sub-Group (with the CEO and Finance Manager) to monitor financial health and report key updates at Board meetings (e.g. income/expenditure, balance sheet, cash flow, reserves)

• Oversee the timely preparation of the annual budget and recommend its adoption to the Board

• Guide trustees in assessing the financial viability of plans, proposals, and feasibility studies

• Ensure financial resources meet both present and future needs

• Maintain a robust overview of financial risks facing the charity

• Oversee the production of financial reports, returns, accounts, and independent examinations

What We’re Looking For

Knowledge and Understanding

• Experience in charity finance and fundraising

• Financial qualifications (desirable)

• Previous Treasurer experience (desirable)

• Trustee board or committee experience

• Knowledge of restricted, unrestricted, and designated funds

• Knowledge of Gift Aid

• Understanding of governance and the voluntary sector

• Awareness of the legal duties, responsibilities, and liabilities of trusteeship

Key Skills and Abilities

• Strong analytical skills to assess proposals and financial implications

• Ability to lead Finance Sub-Group meetings ahead of Board meetings

• Availability to provide occasional ad hoc support to staff on finance-related queries

• Able to build strong relationships and act as an ambassador for Shiloh

• Collaborative team player who values diverse perspectives

Personal Attributes

• Commitment to Shiloh’s vision and values

• Good listener, open to feedback and other perspectives

• Positive, problem-solving attitude

• High integrity and commitment to the Seven Principles of Public Life: selflessness, integrity, objectivity, accountability, openness, honesty, leadership

Transform is looking for a new Treasurer to join our board of Trustees!

We are looking for a qualified accountant, preferably with experience in the charity sector; knowledge and experience of the drug sector an advantage.

As we are a small organisation this is quite a hands-on role. You will need:

 To work collaboratively with the CEO, our book-keepers and the auditors to produce annual accounts
and regular financial statements
 Proven accountancy qualifications, budgeting and understanding the finance of small
charities including a working knowledge of xero 
 Ability to translate finances in an easy-to-understand manner for different
stakeholders with less financial knowledge
 Good knowledge of charity governance rules and procedures
 To be passionate about the values and mission of the charity

You will also work closely with the Chair and the Board to ensure we are meeting our
financial objectives
You will be willing to bring experience, enthusiasm and commitment to the role, and be
willing to broaden the diversity of thinking on our board.

About Transform
Transform Drug Policy Foundation is a global leader in developing, and advocating for, more
humane drug policies. Our vision is a world where drug policy contributes to safer and
healthier societies. We want to recruit a treasurer, to oversee income and expenditure of the
organisation, to help drive forward our work.

This is an exciting time in drug policy. Rapid changes in approach are occurring in the UK and
internationally. Transform has a long history of shaping these changes and seeking to ensure
that reform reduces harm, improves social justice and protects public health. Our Anyone’s
Child campaign is a highly effective family-led movement that has had a significant impact
here and abroad. But like so many charities, we are feeling the strain from the cost of giving
crisis and gaining longer-term sustainable funding is essential for the continuation of our
important work. 

We welcome applications from all candidates with the skills and commitment to support the
work of Transform. We especially welcome applications from Black and minority ethnic
candidates as part of our commitment to ensuring a full diversity of experience is reflected in
our work. We are also interested to hear from candidates with personal lived experience
which informs their understanding of the need for drug policy reform.

Closing Date:

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

The Role:

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

Our Organisation:

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

Treasurer Role:

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

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

The Person We’re Looking For:

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

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

Responsibilities of All Trustees:

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

Trustee Person Specification:

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

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

To Apply:

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

YES is seeking a Trustee Treasurer to join our Board and provide strategic financial
oversight, supporting the charity’s sustainability and continued impact for children and
young people’s mental health and wellbeing.

As a Trustee, you will share collective responsibility for governance and strategic
direction. As Treasurer, you will act as the Board’s lead for finance, offering informed
oversight, guidance, and constructive challenge, drawing on your professional finance
or accountancy experience.

Key Responsibilities

• Act as the Board’s lead Trustee for finance.
• Support the development and oversight of financial strategy, budgets, and financial controls.
• Provide scrutiny and challenge in relation to financial reporting, processes, and risk.
• Ensure the Board is informed of relevant financial regulation, compliance, and best practice.
• Contribute a financial perspective to Board discussions and organisational decision-making.

About You

You will bring relevant financial management experience (ideally with an accountancy
qualification), strong communication skills, and a commitment to good governance.
You will be confident working collaboratively and providing constructive challenge.
Previous trustee or charity sector experience is welcome but not essential.

Inclusion

YES values the insight that lived experience brings to effective governance. We
particularly welcome applications from people with diverse lived experience,
including LGBTQ+ communities, global majority backgrounds, and lived experience of
mental health challenges.