Financial reporting accountant volunteer roles in Belfast

Treasurer Roles & Responsibilities 

Refugee Biriyani & Bananas is seeking a Treasurer to join our Board of Trustees and provide strategic oversight of the organisation’s financial health. The Treasurer plays a key governance role, strengthening financial literacy at Board level and supporting sustainable growth. The Board is responsible for governance and strategy and does not manage day-to-day operations.

Refugee Biriyani & Bananas (RBB) is a growing charity registered with the Charity Commission (Charity No. 1189561). For the financial year ending 31 March 2025, RBB reported a total income of £423,041 and total expenditure of £373,007. As a charity with income above £250,000, we prepare annual accounts in accordance with the Charities SORP and undergo independent examination.

As our current treasurer prepares to step down, we are expanding our Board of Trustees to support the growth and future plans of our ambitious small charity. Board meetings take place every 12 weeks via video call, with opportunities for in-person gatherings throughout the year. Additional meetings may occasionally be required, either more frequently, in smaller groups, or one-to-one, depending on specific needs or exceptional circumstances. 

• Responsible to: Chair, Refugee Biryani & Bananas 

• Purpose: To oversee the management and reporting of charity finances.

• Hours: Approximately six to eight hours a month.

Remuneration: This is a voluntary, unpaid Trustee role. Reasonable travel and out-of-pocket expenses will be reimbursed in line with our volunteer policy.

Role Summary 

The Treasurer will work closely with our team members including volunteers, other Trustees and with the CEO, advising on all financial matters including regulatory compliance. The Treasurer will be expected to attend Board meetings which last approximately an hour and a half every twelve weeks. The Treasurer will: 

• Actively participate as a key member of the Board of Trustees. 

• Act as an ambassador for Refugee Biryani & Bananas 

• Oversee and analyse the development of the annual budget and cash flow forecasts, ensuring alignment with organisational strategy and sustainability.

• Support with fundraising and financial strategic planning 

• Advise on all financial matters, including regulatory compliance. 

• Oversee the development and observation of financial policies 

• Advise the board on fund management and ensure an appropriate reserves policy

• Advise fellow Trustees on a regular basis of the financial status of the charity and where necessary recommend action. 

• Oversee and administer financial processes including Gift Aid claims and payroll, ensuring appropriate financial controls, transparency and board oversight are maintained. (There is currently only one person on payroll.)

• Work collaboratively with the CEO and Chair to ensure appropriate financial segregation of duties within the constraints of a small charity.

• Support the Board in monitoring financial risk, reserves policy and international financial compliance.

• Ensure appropriate internal financial controls are in place and regularly reviewed.

• Work with professional advisors including any contracted accountants 

• Review financial transactions on a monthly basis via digital accounting software, Xero

• Arrange the compilation and agreement of Refugee Biryani & Bananas’ annual report

• Lead Trustee liaison with the independent examiner and oversee the preparation and Board approval of the annual accounts and report.

The Treasurer will play a key role in strengthening financial sustainability as RBB continues to grow its international programmes and funding base.

Person Specification 

The ideal candidate will have innovative ideas and sound financial knowledge. All Trustees are expected to assist Refugee Biryani & Bananas to secure a sustainable and diverse funding base for the organisation. 

Essential 

• Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship 

• Support for the values and mission of Refugee Biriyani & Bananas

• Familiarity with the Charities Statement of Recommended Practice (SORP), or willingness to develop this knowledge.

• Proven ability to communicate and explain financial information 

Desirable 

• A qualified accountant (formal qualification preferred) with financial and commercial awareness, experienced in managing finances, payroll, and the needs of smaller organisations. 

• An understanding of the voluntary sector and previous experience as a Trustee or Treasurer. 

• Good communication and competent IT skills 

• Extensive experience in senior strategic management and leadership, combined with strong analytical and evaluation skills. 

About Refugee Biryani & Bananas 

Refugee Biriyani & Bananas (RBB) began as a grassroots movement in 2015, in response to the Syrian refugee crisis. What started as a group of friends distributing 2,500 portions of biriyani and bananas in the unofficial camp for displaced people in Dunkirk, Northern France, has grown into a community-driven humanitarian organisation. Initially working under the umbrella of another organisation, RBB became independent to better address gaps in aid and advocacy for displaced people worldwide. 

What We Do 

RBB supports people facing displacement, war, and inequality, tailoring actions to the needs of each situation. From food distributions to medical support and human rights advocacy, our work is versatile and responsive. We have provided aid in refugee and internally displaced persons (IDP) camps, squats, and other unstable settlements along migratory pathways, including: 

• France: Calais, Dunkirk & Paris 

• Greece: Idomeni, Thessaloniki, Athens, Lavrio, Samos & Chios (our main base) 

• Northern Iraq: Duhok 

• Serbia: Belgrade Barracks 

• Bosnia & Herzegovina - Croatia Border: Vucjak Camp 

• Turkey: Istanbul 

• Poland, Belarus & Lithuania Border

• Ukraine Border (Poland and Ukraine sides) 

• Palestine: Gaza

• Egypt: Cairo

Our Approach 

RBB is a mobile grassroots organisation, designed to respond rapidly and flexibly to emerging crises. Our main base of operations is on Chios Island, Greece, where we provide ongoing support to people who are displaced.

Since October 2023, we have also established community-led initiatives to support people affected by the war in Gaza, Palestine, as well as Sudanese and other displaced communities in Cairo, Egypt.

Beyond emergency relief, we remain committed to ongoing support through volunteers, translation services, medical care, aid, and advocacy until either local capacity builds or the situation changes. In addition, our Community Humanitarian Leaders Programme (CHLP) plays a vital role in this approach by strengthening the leadership of people who are displaced by building on their existing skills, networks and lived experience in humanitarian efforts. 

Our field team comprises 90% individuals from refugee and asylum-seeking communities, representing Sudan, Syria, Iraq, Afghanistan, Somalia, Gambia, Ethiopia, Palestine, and Yemen. This diverse team is led by our founder and CEO, Ruhi Akhtar, alongside field coordinators / project managers. 

We prioritise dignity and equity, involving displaced individuals in decision-making and collaboration. RBB's direct aid includes food, water, shelter, medical supplies, clothing, hygiene packs, and season-specific items like sunscreen or firewood. Needs assessments and communication with affected communities guide our actions, ensuring targeted, person-centered care. 

Advocacy & Awareness 

RBB amplifies the voices of displaced people by sharing their stories and raising awareness about often-overlooked realities. Through storytelling and advocacy, we aim to challenge injustice and inspire action. 

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

Please read the attached Trustee Information Pack for more detail

As a Trustee, you will play a crucial role in the governance and strategic oversight of the charity, ensuring that we operate effectively, achieve our mission, and comply with all legal and regulatory requirements. Trustees are collectively responsible for safeguarding the charity’s assets, ensuring they are used exclusively to further our objectives, and overseeing the charity’s financial health, including budgets, financial controls, and reporting. Acting with integrity and in the charity’s best interests is at the heart of the role.

The Treasurer oversees the financial affairs of the charity and ensures that they are conducted legally, transparently, and in line with the charity’s governing document. Working closely with the Chair, Managing Director, Trustees, and any staff or volunteers, the Treasurer helps safeguard the charity’s financial sustainability.

We welcome candidates from professional backgrounds who share our commitment to supporting those affected by Body Dysmorphic Disorder. If your current or previous skills or experience align with this post, we encourage you to apply and join us in driving meaningful change.

Please note, this role is being advertised on an ongoing basis, with interviews conducted on an ad hoc basis. 

The Deputy Treasurer aids the Treasurer in fulfilling their duties. The Treasurer is responsible for overseeing financial strategy, governance, and compliance. The Treasurer role exists to ensure that the Pagan Federation’s finances are kept in good order and that we remain a financially sustainable organisation which supports its members effectively and meets its aims and objectives. This also includes ensuring that the PF meets its statutory obligations by submitting annual returns and accounts to the Charity Commission, and advising the Board on financial matters. This is a critical role which requires a financial background, preferably in non-profit/charity accounting. The Deputy Treasurer also aids the Treasurer in managing a team of treasurers who each maintain and keep appropriate financial records for individual teams within the Pagan Federation. 

Your line manager is the Treasurer.

You must not have an IVA, bankruptcy or conviction to apply for this role.

You will help the Treasurer to:

• Lead on financial strategy, ensuring alignment with the charity’s objectives and sustainability. This includes overseeing the production of an annual budget and propose its adoption at the last meeting of the previous financial year. 
• Ensure the charity has an appropriate reserves policy and finance manual.
• Liaise with relevant staff, trustees and/or volunteers to ensure the financial viability of the organisation and that all record keeping is kept in accordance with relevant legal requirements.
• Make trustees aware of their financial obligations and take a lead in interpreting financial data to them.
• Regularly report the financial position at trustee meetings (balance sheet, cash flow, fundraising performance etc).
• Monitor financial risks and recommend mitigation strategies 

Ensure compliance with specific legal and regulatory requirements including the submission of annual returns and accounts to the Charity Commission.  This includes:

• Overseeing the preparation of the annual report and accounts in line with charity law.

• Ensuring the annual report and accounts are independently examined or audited as required

• Timely submission of annual report and accounts to the Charity Commission

Ensure proper records are kept and that effective financial procedures and controls are in place, ie:

• Cheque signatories

• Purchasing limits

• Purchasing systems

• Petty cash/ float

• Others as appropriate
   

You will also:

• Appraise the financial viability of plans, proposals and feasibility studies.

• Lead on appointing and liaising with auditors/an independent examiner.

• Undertake bookkeeping duties and/or oversee the finance volunteer(s) ensuring posting and bookkeeping is kept up-to-date.

• Maintain the petty cash system and regularly process petty cash claims.

• Regularly carry out reconciliations/ oversee regular reconciliations.

• Arrange payments to creditors as appropriate and arrange appropriate signatures on payments.

• Raise invoices for paid services provided by us, i.e. advertising space in Pagan Dawn.

• Make the necessary arrangements to collect payments from debtors and bank payments promptly.

• Provide training and guidance on financial procedures and compliance

This is an exciting time to join the Endometriosis UK trustee board, as the organisation expands and develops to achieve the changes that are needed to support those affected by the disease and to drive down diagnosis time. We are looking for a new Treasurer to build on this momentum to strengthen our organisation and bring about change for those with endometriosis. We have a skills-based board, with Trustees having one or more identified skills, with the overall membership of the Board providing the complete set of skills. 

Endometriosis UK is the largest UK charity for those with endometriosis. Endometriosis UK works to:

• Provide support to those with endometriosis and their families and friends

• Provide clear, objective information about the condition and its treatments

• Raise awareness amongst health professionals and the general public about the condition

• Support research into endometriosis.

This is an unpaid role. Reasonable pre-agreed travel expenses will be paid.

Time commitment:

• Five meetings a year, including preparation for meetings, reading papers etc; and attendance at an annual strategy day and AGM (held on the same days as Board meetings).

• Trustees have the opportunity to take part in Board sub-groups and project groups to develop aspects of the organisations’ work. Current sub-groups include the Finance Committee and Diversity & Inclusion Sub-Group. Trustees are also invited to attend Endometriosis UK events.

We are recruiting for one new treasurer to join the board. We are particularly looking for:

• Personal or professional experience of diversity and inclusion issues

• Marketing and digital marketing

• Communications and social media

• Campaigning and achieving change

• Experience of working in Primary Care

• Charity finance experience

• Currently living in Northern Ireland, Scotland or Wales

Personal experience of living with, or having a close family member with, endometriosis, is vital on our Board. Whilst we look favourably on applications from those in the endometriosis community, we already have Trustees with first hand lived experience and new trustees do not need to have endometriosis. 

We also particularly welcome applications from trustees from a range of backgrounds and experiences as part of our commitment to diversity.

The role will start at a Board meeting on 28th November 2026, when our current Treasurer reaches the end of their 6-year term of office. Prior to the roles starting, the incoming Treasurer will have the opportunity to observe a Board meeting in September, and induction will be planned in October.

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.

Our partner is a growing NGO working to improve access to healthcare for underserved and remote communities in Uganda. As the organisation scales its programmes and funding, it is seeking pro bono support to strengthen its finance systems, reporting, and organisational foundations, ensuring they are robust, efficient and fit for future growth.

They are looking for an experienced finance or business professional to provide remote, hands-on support over an initial three-month period. The assignment will be delivered in two phases, starting with a review of current finance systems, workflows and reporting, and supporting leadership to clarify what “good” looks like for the organisation’s future systems. The volunteer will work closely with senior leadership and the finance team, helping to improve use of their existing accounting system, strengthen budgeting and KPI reporting, and reduce pressure on senior staff through clearer processes and controls.

Key areas of support may include:

• A finance health check, reviewing current processes, controls, workflows and approval structures, with a focus on identifying opportunities to streamline and reduce the administrative burden on senior leadership.
• A review of how Odoo is currently being used, with practical recommendations to improve reporting efficiency, data quality, and usability.
• Strengthening budgeting and budget vs actual (BvA) reporting, including alignment between budgets and the chart of accounts.
• Development or refinement of a small set of core financial KPIs that support internal decision-making for leadership and programme teams.

The work will be undertaken collaboratively, with a focus on practical, proportionate recommendations that can be implemented by a small team in a low-resource context. The finance professional will lead on refining the scope and deliverables, based on the initial findings.

Profile

This role would suit a finance or business professional with experience in finance systems, ERP/accounting tools, management reporting, and organisational design. Experience working with NGOs or in international or low-resource settings would be highly valued. The ideal volunteer will enjoy working alongside teams, sharing workload as well as advice, and translating technical concepts into usable solutions.

Time commitment

The assignment will be delivered remotely, requiring approximately 2–3 hours per week over an initial three-month period, with flexibility to extend depending on progress and availability. The preferred start date is as soon as possible.

The role of a Treasurer is an unpaid, voting role sitting on the UK Board of Trustees and reporting to the Chair of Trustees. In line with our policy, all trustees initially start in a non-voting advisor role to ensure that both they and the board are happy to formalise the trusteeship before transitioning to a full voting trustee position.

The Treasurer will work with the UK Operations Manager and the UK board of trustees to share the responsibility for overseeing the financial health and sustainability of Sreepur Village and will liaise with the Overseas Director based in Sreepur Village.

Treasurer Role

· Oversee the financial affairs and ensure they are legal, constitutional and within accepted accounting practice 

· Review the appointment of new auditors and work to ensure financial reports are clear and timely 

· Hold monthly budget review meetings with the UK Operations Manager to oversee accounting and financial controls

· Ensure appropriate risk management is in place and is reviewed by the board on a regular basis

· Introduce new financial forecasting and reporting systems and ensure protocols and processes are appropriate

· Be main point of contact with the investment fund managers and oversee investment policy

Governance Role

• Contribute to the strategic planning process
• Be an ambassador for Sreepur Village representing the organisation and linking it to its stakeholders.
• Attend at least three meetings a year (virtual or in person) or as advised by the Chair of Trustees if the number of meetings changes.
• Attend or host fundraising events, where possible.
• Respond to emails and other correspondence within five working days or an agreed time frame

Job Title: Finance Assistant                                                                           

Reports To: Finance  Manager 

Location: Remote

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

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

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

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

Key Responsibilities:

Finance & Data Entry:

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

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

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

Budgeting & Analysis:

• Help perform calculations and draft basic financial reports.

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

• Assist in auditing financial records and preparing financial statements.

Reconciliation & Compliance:

• Reconcile discrepancies in financial records and propose corrections.

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

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

Continuous Improvement:

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

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

Required Qualifications:

Education:

• Graduation required; relevant coursework or volunteer experience preferred.

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

• Understanding of basic accounting principles is desirable.

Skills:

• Strong numerical skills and analytical mindset.

• Proficiency in Microsoft Excel and Word.

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

• Ability to communicate clearly with internal stakeholders.

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

Benefits:

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

• Learn financial processes used in the Third Sector.

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

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

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

Equality Statement

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

ABOUT PEDS

Personalised Eating Disorder Support (PEDS) is a nurse-led specialist eating disorder charity based in Peterborough and serving individuals, families, carers and professionals across the UK. We deliver early intervention, tailored one-to-one support, family sessions, training and education — all with compassion and respect — helping people manage symptoms and build lives not defined by their illness.

Our work is driven by our core values: Hope, Compassion, Honesty, Autonomy, Holistic care and Empathy. These values guide every aspect of our work and shape how we support those affected by eating disorders.

WHY THIS ROLE MATTERS 

At this exciting stage of growth, strong financial leadership and governance are critical to ensuring PEDS remains sustainable, accountable and able to expand its impact. The Treasurer will play a central strategic role on the Board of Trustees, helping guide financial decisions that shape the future of the charity.

ROLE SUMMARY

We’re seeking a values-driven, committed volunteer Treasurer to join our Board of Trustees. As Treasurer you will fulfil all statutory trustee duties, ensuring the charity operates in line with its governing document and legal requirements, while providing strategic financial oversight and guidance.

KEY RESPONSIBILITIES

• Oversee the charity’s financial affairs, ensuring transparency and accountability

• Ensure appropriate financial controls, policies and procedures are in place

• Provide clear and accessible financial reports to the Board

• Support budgeting, forecasting and long-term financial planning

• Liaise with independent examiners/auditors during the annual accounts process

• Advise the Board on financial strategy, risk and sustainability

PERSON SPECIFICATION

We’d love to hear from you if you:

• Have relevant financial experience (accounting, finance, audit, governance or similar)

• Understand charity finances or are willing to learn

• Are committed to the values and mission of PEDS

• Enjoy collaborative working at board level

• Can commit to quarterly board meetings and preparation

Formal accounting qualifications are desirable but not essential.

WHAT YOU’LL GAIN

• The opportunity to make a meaningful impact on a growing charity

• Valuable trustee and governance experience

• The chance to support individuals and families affected by eating disorders

• The satisfaction of contributing your skills to a vital cause

Overall Purpose of Role

• To ensure on behalf of the Board that Plateful Cafe’s assets are properly managed, only used for approved purposes, and applied as effectively as possible
• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

Main Responsibilities

• Share the responsibility of jointly reporting the financial position (balance sheet, cash flow, fundraising performance etc).
• Oversee the production of necessary financial reports/returns, accounts and audits and the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• To ensure that proper accounts and records are kept and that Plateful Cafe meets its legal obligations in respect of its financial affairs and financial reporting
• To ensure that Plateful Cafe’s financial resources are spent in line with good governance and legal and regulatory requirements
• To be jointly instrumental in the development and implementation of Plateful Cafe's financial policies
• To supervise and assist Finance assistants

Main Tasks
- Liaising with the appropriate member(s) of volunteers responsible for Plateful Cafe’s
financial activities and financial record-keeping
- Make members aware of their financial obligations and take a lead in interpreting
financial data to them.
- Monitoring that financial systems and controls are in place and adhered to
- Assist the fundraising team and team with Funding applications with the finance
questions
- Assist with preparing budgets and other financial information for funding bids
- Assist volunteers with the preparation of financial reports for funders
- Acting as a financial spokesperson for Plateful Cafe as appropriate
- Ensure proper records are kept and that effective financial procedures and controls
are in place, ie:

• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Others as appropriate

- Appraising the financial viability of plans, proposals and feasibility studies.

- Lead on appointing and liaising with auditors/an independent examiner.

- Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting
and bookkeeping is kept up-to-date.

- Maintain the petty cash system and regularly process petty cash claims.

- Regularly carry out reconciliations/ oversee regular reconciliations by the finance
volunteer.

- Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.

- Make the necessary arrangements to collect payments from debtors and bank
payments promptly.

Qualities

must have charity sector experience
 Knowledge and experience of current and fundraising finance practice relevant to
voluntary and community organisations.
 Knowledge of bookkeeping and financial management (as necessary).
 Good financial analysis skills.
 Ability to communicate clearly
 Previous usage of Free Agent system preferable
 Attention to details
 Preferable previous experience on payroll
 Experience on preparing budget

Are you passionate about health justice, and do you have a strong background in financial management? Medact is looking to fill the position of Treasurer for our Board of Trustees. 

About Medact

Medact organises the health community to work towards a world in which everyone is able to live healthy, dignified lives, supported by political and economic systems that centre health justice. Our priority work areas are some of the most pressing threats to health and wellbeing, including ending state violence, housing & energy justice, and migrant access to healthcare. Medact seeks systemic solutions to major social problems, and is unafraid to hold decision-makers to account. We launched our new five-year strategy at the end of 2025, embedding our vision for how we win and how we grow.

We’re member-led, and our membership spans a range of people who work in health, including nurses, doctors, midwives and clinical researchers, as well as people from the wider health community.

About the role

As a Trustee, you will provide guidance, governance and final sign-off on major decisions on behalf of our membership. As Board members, our Trustees are collectively responsible for the governance of the organisation in line with the requirements of the Charity Commission. Trustees also contribute to the development of Medact's strategy and participate in a range of other activities to support the Director and staff with our work.

As Treasurer, you will monitor the financial administration of the charity and report to the Board of Trustees on its state of financial health to provide the board with the confidence and knowledge to better make strategic decisions. The Treasurer will ideally be available to work with the Executive Director and fellow Trustees between Board meetings to deal with issues which may arise. Key responsibilities include:

• Liaise with ED and Trustees to ensure the financial viability of the organisation’s strategy

• Advise on the financial implications of Medact’s strategic plan

• Present Medact’s financial position and broader context at Board meetings

• Support the Head of Finance with the production of an annual budget

• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation

• Take a lead in interpreting financial data to fellow Board members

• Provide oversight and guidance where necessary of accounts prepared for funders and  relevant statutory bodies

• Oversee the appointment of auditors and review on a regular basis

• Act as countersignatory on charity cheques and some applications to funders, approve payments on banking systems, and spending approval in accordance with financial management processes

• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis

Acting as a Trustee is a voluntary role but reasonable travel expenses can be paid. 

Who we are looking for

Essential:

• Good background in financial management and analysis, gained through paid or unpaid experience

• Able to communicate financial information clearly and to people with different levels of financial and data literacy 

• Knowledge and experience of finance practice relevant to voluntary and community organisations

• Knowledge of accounting processes, tools and procedures

• High proficiency in Excel/Google Sheets, Powerpoint/Google Slides for analysis and presentation

• Commitment to Medact’s vision, purpose and culture and its way of working

• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions 

• High level of integrity and sound judgement

• Able and willing to devote the necessary time to the role

Desirable:

• Lived experience of being part of one of the communities Medact’s work seeks to support

• Awareness and understanding of the campaigning world and the health community’s role in it

Timeline

Applications for the position of Treasurer are open until 9am on Monday 9th March. 

We aim to interview in March. Please let us know when applying if you are unavailable during this period.

We aim to co-opt the successful applicant to the Board at the next Board meeting in April 2026.

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Recent grant support has enabled a number of significant multi-year projects, including:

• British Dyslexia Association - supporting the creation of Local Outreach Hubs to increase access to dyslexia advice, assessment and early intervention within communities.

• Candlelighters - funding a Family Wellbeing Practitioner to improve emotional and practical support for families affected by childhood cancer.

• IPSEA - funding a SEND Policy Manager to strengthen national policy influencing for children and young people with special educational needs and disabilities.

• The Myton Hospices - supporting the development of the Volunteer Service, enhancing capacity and patient experience across hospice services.

Further information can be found in the recruitment pack (attached). 

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries. DDMCS does not undertake any fundraising activity, as all grant making is supported through the charity’s long-established investment portfolio. As a result, there is no requirement for the Chair to have fundraising experience.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in April (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

Please use the following contact details for any questions or queries you may have about the role or the charity:

info at ddmcphail dot org

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.