Financial planning manager volunteer roles in Milton keynes
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:
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Maintaining an overview of the charity’s financial affairs by overseeing the annual financial planning and budgets proposed by the senior management team
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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
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Approving the audited annual accounts and financial statements presented by the senior management team alongside the rest of the board
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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
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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
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Advising on how the charity can most effectively conduct its international work, especially providing grants to organisations in the Global South
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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
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Sitting on any board sub-committees as required
A dynamic charity working on climate change and global development



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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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
Our mission is to deliver affordable, quality healthcare to underserved communities via telemedicine, hospital links & humanitarian aid.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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.
Our mission is to provide early intervention to help young people everywhere feel less alone when their world is turned upside down.
The client requests no contact from agencies or media sales.
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
The client requests no contact from agencies or media sales.
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
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
As Social Media & Marketing Manager with The Skateboarding Foundation, your role is to develop and support our digital presence, raise awareness, and engage with our audience across various platforms.
This is an opportunity to make a tangible difference to young people's lives, supporting a small but growing charity.
A youth development charity that uses teaching and learning to skateboard to develop the skills and abilities of children and young people.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise? ECU is a small, dynamic non-profit working to transform the economy. Join us!
What will you be doing?
In addition to the responsibilities of all board members, the Treasurer will:
- Support the Board to review and monitor ECU’s financial performance and sustainability
- Ensure the Board receives timely, accessible and accurate financial information
- Support the team to develop and maintain robust and proportionate financial policies, processes and risk management systems
What are we looking for?
- Commitment to ECU’s mission and values
- Commitment to the legal duties and responsibilities
- Financial management experience, policies, risk
- Qualifications
- Able to interpret, interrogate and communicate financial information
- Work as part of a diverse team, and devote the time
Desirable - treasurer experience
What difference will you make?
We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue.
Before you apply
- Your interest in this role and what you could bring to it
- What would you want to learn and gain?
Interview 25 Feb in London (expenses paid)
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.
As a local group Finance Volunteer, you’ll make sure your group gets the most for their money. In this role you’ll be able to develop your financial and communication skills whilst working closely with other members of the group Coordinating Team.
Most importantly, you’ll be part of a team that provides vital support and services to people within your local MS community.
The client requests no contact from agencies or media sales.
Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?
ECU is a small, dynamic non-profit working to transform the economy so that everyone has the freedom and security to live a good life.
We are now recruiting for ECU’s first Treasurer, who will lead at board level on monitoring ECU’s financial performance and sustainability, ensuring that we have robust financial policies and processes in place, and supporting other board members to fulfil their collective responsibilities around finance.
This is an exciting time to join ECU. We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue. Our work is challenging, fascinating, and fulfilling – and, with rising levels of inequality, an unfolding climate emergency, overstretched public services and a growing concentration of corporate power, it couldn’t be more important.
The client requests no contact from agencies or media sales.
Reliable Media brings together the Stop Funding Hate and Stop Funding Heat campaigns under one organisational umbrella.
Our mission is to make hate and climate misinformation unprofitable by persuading advertisers to stop funding media outlets and platforms that spread harmful narratives. We believe advertising shapes culture and that, by disrupting the financial incentives behind harmful media, we can build an information ecosystem that is inclusive, accountable and climate responsible.
Would you like to help drive our campaigns?
We are currently seeking new voluntary Board members to strengthen our governance and support the next stage of our mission to make hate and climate misinformation unprofitable.
At this point in time, we are especially looking to appoint:
- A Treasurer to provide strategic financial oversight and support long-term sustainability and
- A Board Member with Legal expertise to help us take informed, proportionate risks and navigate a complex media landscape.
We want to ensure that diverse voices are at the heart of our Board. We’d especially welcome applications from racialised communities, people from ethnic minority backgrounds, LGBTQ+ people, disabled people, people from minority faith backgrounds, including those disproportionately targeted by harmful or discriminatory media narratives.
Being a Board Member may be voluntary but it’s still a real commitment. We meet quarterly, stay in regular contact between meetings and must be willing to be legally (and publicly) responsible for a high-profile campaigning organisation. Board Members are also engaged in various working groups, such as fundraising, governance or DEI or offer short-term ad hoc support where they have relevant expertise. But it’s hugely rewarding. You would be helping to ensure Reliable Media continues to challenge harmful media narratives, shift industry norms and make hate and climate misinformation unprofitable.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Founded in 1997, the Islington Centre for Refugees and Migrants provides a place for refugees, migrants, and people seeking asylum to rebuild their life with support and community. From classes to casework to financial assistance, the Centre has a wide offering available for our community of over 200 people. Our approach is compassionate and human and the support we offer is long term - on average people stay with us around four years.
The current Board brings a wide range of charity and public body experience including strategy and fundraising and we are looking for skills to both enhance and complement these strengths.
The Centre has a dedicated and talented staff team led by our CEO, Andy Ruiz Palma, who joined in 2000 as an English teacher. In addition to this staff resource we have around 40 volunteers who provide direct support through activities. We also have in place accountancy support to the executive and a dedicated fundraising team.
We are looking for someone who can demonstrate a strong empathy with our client group and who understand how to work with organisations rooted in a local community. You will bring excellent people and communication skills and demonstrate good team-working.
We are open to applications from people looking for their first Trustee role or who may not have considered being a Trustee before and will provide mentoring to help trustees find their feet.
We are looking to recruit a deputy treasurer with:
A good understanding of financial management and reporting
A recognised accounting, finance or similar qualification
Ability to analyse and communicate financial information to the wider Board
Willingness to provide financial advice and support to the management team as needed
Knowledge and experience of fundraising finance practice in voluntary and community organisations (desirable)
Our mission is to offer people the emotional support, practical tools and sense of community they need to be happy and have a decent quality of life.
The client requests no contact from agencies or media sales.
We are looking for a passionate and conscientious individual to join our board of trustees as the trustee dedicated to strengthening and diversifying our financial sustainability for the future. As a valued member of the Board, the role will join the team of trustees to ensure that Equality in Tourism International fulfils its duty to its beneficiaries and delivers on our vision, mission and values.
This new trustee role will assist in strengthening our financial sustainability in the forthcoming growth period.This role will combine donor development and business development expertise. The Trustee will work alongside our Operations Manager to:
- Leverage personal and professional contacts to open doors for new opportunities.
- Cultivate and manage existing and potential donor relationships, including trusts, foundations, companies, high-net-worth individuals, and institutional/EU funders.
- Identify and explore new, sustainable income streams such as consultancy opportunities, training, corporate partnerships, etc.
- Develop a strategy to grow and diversify income.This will provide financial insight to support EiT’s strategic and budget planning.This will include identifying budgeting for restricted and unrestricted funding.
- Attend relevant networking events and represent EiT at conferences, webinars, trade shows etc with the aim of cultivating financial opportunities.
- Work closely with the Co-Directors and Trustees to align fundraising and business development with EiT’s strategic goals.
Person Specification
Essential
· Relevant Business experience and Donor Development
· Commitment to Equality in Tourism’s mission and values
- Proven track record in fundraising and donor development, with success across income streams, for instance:Trusts/foundations, Corporates, HNWIs, institutional/EU funding.
- Excellent relationship-building and networking abilities, ideally with existing donor or business contacts.
- Business development skills, with experience linking fundraising to long-term financial sustainability.
- Ability to think strategically and translate ideas into action.
- Strong written communication skills.
Desirable
· Trustee experience in a previous role
· Experience in gender equality, women’s rights, international development, or sustainable tourism.
- Financial literacy, including experience with budgets, restricted/unrestricted funding, and financial planning.
- Experience of innovative or entrepreneurial approaches to income generation.
The client requests no contact from agencies or media sales.
As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of WAND UK’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.
Treasurer role
· Overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.
· Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.
· Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management.
· Monitoring and advising on the financial viability of the charity.
· Overseeing financial controls and adherence to systems, regularly liaising with the Director
· Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process
· Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.
· Keeping the board informed about its financial duties and responsibilities and liaising with the Director to develop the financial understanding of the Board of Trustees.
What we are looking for
· A finance professional. A knowledge of charity finance is an advantage.
· A strategic thinker with an ability to balance risk and opportunity.
· Clear communicator with the ability to bring the financial information alive to non-finance specialists.
· Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors
In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees:
Responsibilities of all trustees
● Support and provide advice on WAND UK’s purpose, vision, goals and activities.
● Approve operational strategies and policies, and monitor and evaluate their implementation.
● Oversee WAND UK’s financial plans and budgets and monitor and evaluate progress.
● Ensure the effective and efficient administration of the organisation.
● Ensure that key risks are being identified, monitored and controlled effectively.
● Review and approve WAND UK’s financial statements.
● Provide support and challenge to WAND UK’s Director in the exercise of their delegated authority and affairs.
● Keep abreast of changes in WAND UK’s operating environment.
● Contribute to regular reviews of WAND UK’s own governance.
● Attend Board meetings, adequately prepared to contribute to discussions.
● Use independent judgment, acting legally and in good faith to promote and protect WAND UK’s interests, to the exclusion of their own personal and/or any third party interests.
● Contribute to the broader promotion of WAND UK’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.
As a small charity, there will be times when the trustees will need to be actively involved beyond Board meetings. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, presenting externally, or other issues in which the trustee has special expertise.
Attributes and qualities
We are looking for people willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our board.
Personal skills and qualities
● Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.
● Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.
● Effective communication skills and willingness to participate actively in discussion.
● A strong personal commitment to equity, diversity and inclusion.
● Enthusiasm for our vision and mission.
● Willingness to lead according to our values [charity values]
Terms of appointment
Terms of office
· Trustees are appointed for a 3 year term of office.
· After the 3 years of service a trustee needs to stand down and be re-elected by the Board if they would like to continue.
● This is a voluntary position, but reasonable expenses will be reimbursed.
Time Commitment (Estimated at 1-2 hours maximum per month)
● Attending four Board meetings annually. Currently meetings are held remotely and in person at WAND UK’s office located at St Charles centre for health and wellbeing, Exmoor street W10 6DZ.
● Monthly scheduled meeting with the Director with flexibility to respond swiftly to the occasional ad hoc issue.
● Attending half day of the annual strategy and planned training sessions.
The client requests no contact from agencies or media sales.
We are seeking one or two new members to join the Committee. Members bring expertise, objectivity, and strategic insight to ensure TASO’s financial and risk frameworks remain strong, proportionate, and future-focused.
You will:
- review and comment on TASO’s financial plans, forecasts, and management accounts
- advise on financial and risk implications of strategic developments
- provide independent scrutiny and challenge to ensure effective governance
- contribute to periodic reviews of policies such as reserves and risk management
- support the Senior Leadership Team as a source of advice and critical friendship.
This is a voluntary position. We expect the time commitment to be approximately half a day per month. The Committee meets quarterly, typically online, with papers circulated in advance. Additional engagement between meetings may be required from time to time.
About TASO
TASO (Transforming Access and Student Outcomes in Higher Education) is an independent charity working to eliminate equality gaps in higher education. As an affiliate What Works Centre, and part of the UK Government’s What Works Movement, we generate evidence, share insight, and support universities and colleges to make meaningful, data-informed change so that every student – regardless of their background – can succeed.
We are looking for new members to join our Finance and Risk Committee to help ensure TASO’s financial sustainability, compliance, and effective risk management as we continue to grow and evolve.
Who we’re looking for
We are interested in hearing from individuals who can bring experience, insight, and constructive challenge to our financial and risk oversight.
You do not necessarily need to have any experience of being a trustee; TASO will give you a full induction and support to help you develop into this role.
Knowledge or experience in one or more of the following:
- Accounting or financial management
- Risk management or audit
- Financial governance in a charity or similar organisation
- The ability to analyse complex information and provide clear, strategic advice
- Commitment to TASO’s mission and values
Desirable criteria:
- A recognised financial qualification (e.g. ACA, ACCA, CIMA)
- Experience in the charity, education, or research and evaluation sectors
- Understanding of the regulatory context for UK charities
We are committed to equity, diversity, and inclusion, and we welcome applications from people of all backgrounds – particularly LGBTQ+ people, disabled people and Black, Asian and minority ethnic people who are currently underrepresented on our boards and committees.
The client requests no contact from agencies or media sales.