Financial reporting manager volunteer roles

Chair of Trustees

Citizens Advice Buckinghamshire

Voluntary role | Buckinghamshire

Are you a well-connected leader in Buckinghamshire with the energy and ambition to help a respected local charity grow its impact?

Citizens Advice Buckinghamshire is seeking an exceptional individual to become our next Chair of Trustees.

About Us

We are part of the national Citizens Advice network, providing free, confidential and impartial advice to thousands of people each year across Buckinghamshire. We have offices in Aylesbury, Buckingham, High Wycombe and Chesham.

Our work helps people resolve problems around debt, housing, employment, benefits and consumer rights, often preventing crises, reducing pressure on public services and enabling individuals to regain stability and independence.

The organisation is stable, well-managed and ambitious. Following reductions in statutory funding and changes across the national network, we are now focused on strengthening income streams, raising our local profile and entering a new phase of growth.

The Opportunity

It is an opportunity to build on strong foundations and take the organisation forward.

As Chair, you will:

• Provide strategic leadership to the Board of Trustees.

• Help strengthen funding and sustainability.

• Raise the profile of Citizens Advice across Buckinghamshire.

• Represent the organisation with funders, partners and the wider community.

• Champion the difference we make to people’s lives.

We are particularly interested in candidates who live in, or have strong knowledge and networks within Buckinghamshire (ideally central or south).

Who We’re Looking For

We are seeking someone who brings:

• Strategic leadership experience (board or senior executive level).

• The confidence to support and constructively challenge a CEO.

• Strong networking skills and credibility locally.

• Commercial awareness and financial literacy.

• An interest in fundraising and partnership development.

• A genuine commitment to community impact.

Prior Chair experience is welcome but not essential. Energy, judgement and the ability to build relationships are key.

Time Commitment

• Four face-to-face Board meetings per year (2 hours each).

• Four subcommittee meetings per subcommittee annually Finance & Risk, Operations, People, and Fundraising).

• Annual strategy Away Day.

• Annual Staff & Volunteers Day.

• Attendance at selected fundraising and stakeholder events.

• Approximate commitment: 2 -4 days per month.

Why This Role Matters

Citizens Advice Buckinghamshire helps people solve problems that, left unaddressed, cost families, councils and government far more in the long term.

As Chair, you will help ensure this essential service continues to thrive, supporting residents to become more financially secure, resilient and able to contribute fully to society.

For more information and how to apply download the Appointment Brief.

Closing date: 9am Friday 10th April 2026

Join us in shaping the next chapter of Citizens Advice Buckinghamshire.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

Treasurer @ International Charity Advancing Access to Justice and Equality

Accounting for International Development

Hammersmith, Greater London (On-site)

Full-time

Permanent

Actively Interviewing

Apply Now

Job description

Our partner is a UK registered charity with an international footprint, working to advance access to justice and promote equality by supporting vulnerable communities, strengthening civil society, and advocating for inclusive policies.

The Treasurer will join the Board of Trustees and provide strategic oversight of the organisation’s financial management and long term sustainability. Working closely with the Chair, Chief Executive, senior leadership team and external auditors, the Treasurer will oversee budgets, financial reporting and risk management, and ensure compliance with charity and company law. The Treasurer will also chair the Finance Committee and contribute actively to the wider strategic direction of the organisation.

The ideal candidate will be a qualified finance professional with strong experience in financial management, audit or governance, and the confidence to operate at board level. You will be able to explain financial information clearly to non financial trustees, exercise sound judgement, and bring a collaborative and pragmatic approach. Experience of working with charities, civil society organisations, or internationally focused organisations would be particularly valuable.

This is a rewarding trustee role with an estimated time commitment of around 20 hours per year. The role is voluntary, with reasonable travel expenses covered, and offers the opportunity to make a meaningful contribution to an organisation working for social justice and systemic change.

Please note that this is a volunteer role and there is therefore no remuneration.

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For more Trustee and Treasurer roles, please visit the AfID website.

Are you passionate about making a real difference to families facing financial hardship?
Bromley Brighter Beginnings is a local charity founded in 2012 which provides essential baby, child and household items to families facing poverty.
We believe no child should be disadvantaged because of financial hardship, and no parent should have to struggle to meet their family’s basic needs.

Join our team as a Grants & Fundraising Volunteer and help secure the funding that keeps our services going. In this role, you’ll support our Fundraising & Communications Lead with tasks that directly impact how many families we’re able to help.

What You’ll Do

• Research and identify potential grant funding opportunities (“horizon scanning”)
• Help maintain our 'tracker' of funding opportunities
• Assist with drafting and editing grant applications
• Attend relevant online events or webinars to stay up to date with funding trends
• Support the preparation of reports and updates for current funders

 About You

You’ll thrive in this role if you have:

• Experience of researching and / or writing grant applications / funding bids
• Great attention to detail
• Good IT skills
• An understanding of the charity sector (helpful but not essential)
• The ability to work independently and meet deadlines
• A genuine commitment to supporting families living in poverty

For further information on the role and details of how to apply please visit our website.

Position Title: Treasurer Trustee

Location: Hope Nottingham CIO

Reports To: Board of Trustees

Term: 3 year term up to a maximum of 3 terms

Time Commitment: Bi-monthly evening Board Meetings in Beeston, Nottingham. Monthly review of financial reports, ongoing auditing through spot checks. Bi-monthly finance sub committee meetings, can be online or in person in day or evening to suit the right candidate.

Hope Nottingham began as a small drop-in café, with a dozen volunteers in 2010. It has now grown to encompass 2 community hubs, a network of foodbanks, with eleven staff and 350+ volunteers. We support communities across Nottingham, seeking to offer holistic and life changing support to thousands of people. We hold the East & West Nottingham Trussell franchise and partner with many churches and organisations such as Citizens Advice.

If you are looking to make a real difference in your community, this could be the opportunity for you! Now in our 15th year, Hope Nottingham seeks a new Treasurer.  With the other Trustees, you will be responsible for our overall governance, strategic direction, and our financial health and activities. Whether you are an experienced Trustee, or wanting to take your first step at Board level, we are particularly keen to recruit members of the local community with financial skills.  We have a strong Senior Leadership team, are in a good position financially and have recently invested in an external independent financial review, with the need for a Treasurer being the main recommendation. Could you be the right person to join our team?  We are a Christian charity but welcome those of all faiths or none, we just ask that you will uphold our Christian values. We are also always looking to increase the diversity of our board.

Overview of role

The Treasurer is a key member of the Board of Trustees. In addition to their general trustee duties, they are responsible for overseeing the financial governance and health of the charity. This includes ensuring (via auditing and review) that the charity's finances are well-managed, transparent, and in compliance with legal and regulatory requirements. The Treasurer works closely with the Chief Executive Officer, and other members of the Board to ensure sound financial planning, risk management, and reporting. The Treasurer also leads the Finance Committee and reports to the trustees on all financial aspects of Hope.

Key Responsibilities (with specific tasks highlighted in italics)

1. Financial Oversight and Governance

• Ensure the charity has appropriate financial policies and procedures in place to safeguard its financial resources.Review the financial controls policy and manual at least annually
• Keep the Board informed of its financial duties and responsibilities
• Provide leadership in setting and maintaining high standards of financial governance and accountability.
• Ensure the charity operates within its budget and is managing resources efficiently, while safeguarding its long-term financial sustainability. Review of monthly financial reports with the CEO before the Finance Committee meeting.
• Act as a bank signatory and oversee banking procedures  Authorise payments as required, review bank reconciliations and approve mandate changes

2. Budgeting and Financial Planning

• Oversee and approve the annual budgeting process, ensuring that financial planning supports the charity’s strategic goals. Review and input into annual draft budget with CEO and finance committee members
• Provide advice and guidance to the Board on financial matters, helping trustees to understand financial reports and implications of financial decisions. Input into finance sub-committee meeting and report back to Board
• Review and approve the budget and financial forecasts, ensuring they align with the charity’s priorities and objectives and financial position. Review performance against budget through the year via monthly financial reports

3. Financial Reporting

• Oversee the preparation of regular financial reports ensuring they are accurate, timely, and in line with the charity’s financial policy.  Review financial reports presented by CEO before discussing at the Finance Committee meeting and presenting a summary report to the trustees
• Present financial updates to the Board of Trustees, highlighting any concerns or issues that need attention.

4. Audit and Compliance

• Monitor cash flow, income, and expenditure, ensuring that the charity remains financially solvent and sustainable.
• Oversee Quick Books access  Treasurer has administrator level access and approves users and their access
• Oversee bank reconciliationsCEO completes reconciliation after end of month and informs Treasurer for their sign off
• Oversee the payroll process to ensure staff payments, PAYE and pension are processed and reported as required CEO will report by exception as payments generally do not change save for contract or pay change, minimal overtime. Treasurer has access to BrightPay and TPT Pension portal and can view any documents there.  
• Oversee the annual audit process, liaising with external auditors when required and ensuring the charity’s financial statements are audited in a timely and accurate manner.  A shared mailbox is used for all audit communications to keep Finance Committee in loop of any queries. Any meeting with auditor, Treasurer to attend.
• Review the audited financial statements for accuracy and recommend their approval to the Board at the Annual General Meeting. Draw attention to important points in an easily understandable way and sign off when audit is completed by the external auditors
• Ensure compliance with all relevant laws and regulations, including charity law, tax law, and Charity SORP financial reporting standards, including charity accounts being kept up to date on Charities Commission website. Review and keep up to date with Charity SORP requirements

5. Risk Management

• Identify financial risks and develop strategies to mitigate them.Review Financial risks on risk register quarterly and as part of finance sub committee
• Ensure that the charity has appropriate insurance and other safeguards in place to protect its assets. Review insurance requirements with the CEO a month before renewal date to ensure we have adequate cover in place and to obtain alternative quotes if appropriate
• Advise the Board on the management of financial risks and any significant financial challenges facing the charity.
• Review any substantial or complex grant terms

6. Fundraising and Income Generation

• Input into and provide financial oversight of fundraising activities and income generation strategies, ensuring they align with the charity’s financial goals. Input into and review fundraising strategy and review effectiveness on quarterly basis
• Advise on the viability of fundraising campaigns and the allocation of resources to maximise financial returns. 
• Assist in ensuring that fundraising activities comply with legal and regulatory requirements.

7. Financial Strategy and Sustainability

• Contribute to the long-term financial strategy of the charity, helping to ensure its financial sustainability.
• Ensure the charity has an appropriate reserves policy Review reserves policy and reserves calculation annually
• Advise on diversification of income streams and opportunities to strengthen the charity’s financial position. Review income streams quarterly to highlight opportunities or risks e.g. individual / corporate / grants
• Help develop investment strategies and manage assets in line with the charity’s financial objectives, legal responsibilities and values. Review bank interest rates annually. CEO to notify on changes to interest rates or bank charges as received

8. Chair the Finance Sub-Committee

• Act as the Chair of the Finance Sub-Committee, leading agenda, discussions and decision-making on financial matters. A pre-meeting with the CEO and treasurer is required so fully informed in advance of committee meeting.
• Ensure that the Finance Sub-Committee operates effectively, reporting regularly to the full Board.

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 the Thackray Museum of Medicine looks to build on a period of bold strategic growth since our 2021 redevelopment, we are seeking an experienced, ambitious and community-minded Chair to lead our Board of Trustees. The Thackray is the UK’s largest independent medical museum: a dynamic, civic museum in East Leeds with a nationally significant collection of over 50,000 objects and a clear mission to inspire people with the passion and purpose of medicine and healthcare - past, present and future. Since reopening we have grown audiences, deepened community partnerships and developed an ambitious plan to be the UK’s leading medical museum by 2030.

Role: Chair of the Board of Trustees
Term: Minimum three years from 12th May 2026, renewable (maximum six years)
Commitment: Approx. 1–1.5 days per month (voluntary; reasonable out-of-pocket expenses reimbursed)
Your location: Ideally Leeds (nationwide considered); Board meetings four times a year (three may be hybrid; in-person presence preferred).

The Role:
The Chair will lead and steward an engaged, forward-thinking Board to support the CEO and senior team as the Museum consolidates recent gains and secures long-term resilience. You will ensure excellent governance, provide constructive challenge and support to the CEO, strengthen relationships with funders and partners, champion the Museum’s commitment to equity and community co-curation, and be an ambassador for the organisation locally and nationally.

Key responsibilities:

· Set strategic direction: Lead the Board in shaping, approving and monitoring delivery of the CEO’s strategy to meet the Museum’s mission and 2030 ambitions.

· Own governance & risk: Ensure high standards of governance, legal and regulatory compliance, and effective oversight of the risk register.

· Build board capability: Drive trustee recruitment, induction, appraisal and succession planning to secure the skills, diversity and lived experience needed.

· Partner with the CEO: Line-manage and support the CEO - offering constructive challenge, guidance on operations and people matters, and ensuring strong executive accountability.

· Champion income & profile: Use networks to open doors to major funders, partners and donors, and actively raise the Museum’s profile.

· Ensure financial stewardship: Oversee budgets, reserves and trading activity with the Treasurer and Finance Committee, and scrutinise financial reporting.

· Lead effective meetings: Chair Board meetings, encourage robust discussion, ensure timely decisions and follow-through on agreed actions.

· Represent and advocate: Act as an ambassador to civic partners, funders, media and diverse local communities.

· Steward the estate: Support oversight of capital, maintenance and estate priorities for the Museum’s Victorian building.

Who you are:

· Seasoned governance leader: Experienced chair or senior trustee with sound knowledge of trustee duties, charity & company law and governance best practice.

· Strategic thinker: Track record of leading strategy in museums, heritage, culture, health or education - or in complex, stakeholder-facing organisations.

· Fundraising connector: Proven at building relationships with major funders, trusts, corporates or donors and supporting successful income-raising and profile activity.

· Financially literate: Comfortable with budget scrutiny, risk oversight and the commercial realities of earned income models or trading subsidiaries.

· Capital & estate experience: Practical experience of overseeing capital projects, estate stewardship or major building maintenance.

· ED&I and community champion: Committed to equity, inclusion and co-creation, with evidence of widening participation and diversifying leadership.

· Confident ambassador: Excellent interpersonal and public-facing skills; able to represent the Museum credibly to varied audiences.

· Supportive leader: Able to challenge and develop senior executives while fostering a collegiate, high-performing board culture.

· Local affinity desirable: A strong connection to Leeds or experience working in diverse urban communities is an advantage.

For full details of the role including how to apply, please download the full appointment brief . To apply, please send an up-to-date CV, a Supporting Statement (no more than two A4 pages) outlining your interest and relevant experience, in confidence to Jenny Hills at Harris Hill via the apply button.

For an informal and confidential conversation about this position, please contact Jenny Hills at Harris Hill with times to speak and (optional but appreciated) a CV or professional profile which will be treated with the strictest confidence. There is also the opportunity for suitable interested candidates to speak to The Thackray’s CEO in advance of submitting an application.

Closing date for applications: 11.59pm, Tuesday 31 March 2026.

First stage interviews: w/c 13 April 2026 (tbc).

Second stage interviews: w/c 20 April 2026 (tbc).

The Thackray is actively committed to promoting Equality, Diversity and Inclusion. We are a Disability Confident employer (registration number DCS036392) and welcome applications from all sections of the community.

As leading charity recruitment specialists and a certified B Corp, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

We are currently looking to recruit an external trustee to join our Board of Trustees and also act as chair to the Finance and Audit Sub-Committee. We will also require the trustee to support our whistleblowing policy, acting as the nominated trustee contact for whistleblowing concerns.  You’ll champion openness and ensure the organisation has safe, fair, and effective processes for raising and handling concerns.

Your SU is overseen by our Board of Trustees, and our trading subsidiary (CUSU Services Ltd) is overseen by our Commercial Services Board . They are both made up of a collection of our elected Officers, students, university staff and external professionals that ensure the Charity and the Trading Subsidiary remain sustainable in terms of finance, legality and reputational status.

You will be expected to attend Board meetings 4 times per year – these will be a mix of in person and Teams meetings. You will also be expected to support at least one sub-committee of the Trustee Board (3-4 times per year) as well as complete training and induction. You will need some time to allow for prereading of reports and other documentation before meetings. 

Trustee meetings are typically held on a Friday afternoon 1pm-4pm. Most of the meetings are online, although you would be offered travel expenses for any face-to-face meetings (and hybrid meetings are usually offered if you do need to join remotely.) There is also a strategy day once a year as well as the occasional social activity!

For this trustee role, we are looking for an experienced professional ideally with third-sector governance experience. In addition to being a member of the Board of Trustees the trustee will be required to chair the Finance and Audit subcommittee and should possess a strong finance background with analytical skills and the ability to communicate complex financial information.

We are especially keen to encourage applications from people currently under-represented within the organisation, including but not limited to those from the LGBTQ+ community, people with disabilities, and those from a Global Majority background. We hope that by enhancing our diversity we can extend our organisational creativity and problem solving through the different perspectives and life experiences which diversity brings.

Please note that this is an unpaid voluntary role.

For further information there is a full recruitment pack and role profile available to download or visit our website for more information.

Trustee vacancies. Our trustees play a vital role in making sure that the charity achieves its core objects as set out in the governing documents.  They oversee the overall management, finances and administration of Dove Cottage and ensure that the charity is successfully implementing a clear strategy in line with our vision. Trustees are also there to support and constructively challenge the senior staff team (the Dove Cottage Manager and Income Generation and Marketing Manager).

The trustees of Dove Cottage have a responsibility to:

· Support and provide advice on Dove Cottage’s purpose, vision, goals and activities.

· Approve operational strategies and policies, and monitor and evaluate their implementation.

· Oversee Dove Cottage’s financial plans and budgets and monitor and evaluate progress.

· Provide leadership to the board and to ensure that trustees fulfil their duties and responsibilities for the proper governance of the charity.

· Support and, where appropriate, provide constructive challenge to the executive manager.

· Ensure that the board as a whole works well and in partnership with key staff.

· Ensure the effective administration of the charity.

· Ensure that key risks are being identified, monitored and controlled.

· Review and approve Dove Cottage’s financial statements.

· Provide support and challenge to senior staff, specifically the Dove Cottage Manager and the Income Generation and Marketing Manager in the exercise of their delegated authority and responsibilities.

· Keep abreast of changes in Dove Cottage’s operating environment.

· Contribute to regular reviews of Dove Cottage’s governance arrangements.

· Attend board meetings, well prepared to contribute to discussions.

· Exercise independent judgement, acting legally and in good faith to protect Dove Cottage’s interest, to the exclusion of your own/third-party interests.

· Ensure appropriate accountability to LOROS as sole member.

· Contribute to the promotion of Dove Cottage’s objects, aims and reputation through the application of your skills, expertise, knowledge and contacts.

Working hours/commitment

All trustees are required to:

· Attend at least four board meetings each year, although trustees may together decide to change the frequency of meetings.

· Attend the charity’s Annual General Meeting and any extraordinary general meetings should these be required.

Meetings will usually be held in person at the hospice in Stathern. There will be times when trustees need to be actively involved beyond board meetings.  This may involve visiting the hospice, tea room and shops, helping out at events, scrutinising papers, leading discussions, providing advice and guidance on new initiatives, responding to complaints and concerns, and getting involved in various matters about which they have a special expertise. 

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

Who We Are

ExtraCare is a registered charity established in 1988. Our vision is better lives for older people, and our mission is to create sustainable communities that provide homes older people want, lifestyles they can enjoy, and care when it is needed.All surpluses generated by the organisation are reinvested to improve the lives of our residents. We have no shareholders and are governed by an unpaid Board of Trustees.

ExtraCare is the UK’s leading not-for-profit developer of housing for people aged 55 and over. We operate 14 retirement villages and four smaller retirement schemes, supporting more than 4,329 residents across 3,778 homes.

To support our work, we operate a subsidiary company, ExtraCare Retail Limited, which runs charity shops and donates its profits to the charity. Additional income is generated through fundraising activities.

The Role
This is an exciting opportunity to join the Board of ExtraCare Charitable Trust at a time of continued growth and impact.

Our Trustees work collaboratively, bringing energy, insight and constructive challenge to support the organisation’s mission of improving the lives of older people and creating vibrant communities. With the Trust in a strong position and preparing for its next corporate plan, new Trustees will play an important role in helping to shape future strategy and supporting the organisation’s long-term sustainability and success.

We are seeking two new Trustees to join the Board as part of our ongoing Board development. Through these appointments, we are looking to strengthen the Board’s expertise in key areas that will support the Trust’s continued growth and governance.

Trustee – Finance and Treasury
For one of these roles, we are particularly seeking significant experience in treasury and financial management. This includes a strong understanding of treasury strategy and oversight, alongside experience in financial management, financial reporting and control systems.

The successful candidate will help provide robust scrutiny and guidance on the Trust’s financial position, supporting the Board in ensuring long-term financial resilience and sustainability.

Trustee – Social Housing and Housing Services
For the second role, we are looking to bring deeper expertise in social housing and housing services. We welcome candidates with experience in the social housing sector, including a strong understanding of the regulatory framework and the management and delivery of housing services.

This knowledge will support the Board in overseeing our housing provision, ensuring high standards of service, strong regulatory compliance, and the continued development of thriving communities for older people.

We are committed to ensuring that our Board reflects a broad range of perspectives and experiences. We warmly welcome applications from individuals from diverse backgrounds and particularly encourage applications from those who may be underrepresented on charity boards, and who can bring additional insight and lived experience to our governance.

For further details about the organisation, the role description, and the person specification, please download the Candidate Briefing Pack.

How to Apply
If you are interested in applying for this role, please provide:
•  A comprehensive CV, including your recent achievements and the details of two referees
•  A supporting statement outlining your motivation for applying (maximum one side of A4)

For a confidential discussion about the role, please contact: Melissa Baxter – Managing Partner, Charities

Closing date for applications: Monday 13 April 2026
Interviews with ExtraCare Charitable Trust: Thursday 30 April 2026
Interviews will take place at a location in the Birmingham region.

We look forward to receiving your application.

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.

Organisation: Easy Housing Association (EHA) – Registered Social Landlord
Location: Remote
Type: Voluntary (reasonable expenses reimbursed)
Closing Date: 5th April 2026

Join EHA’s board of trustees – provide strategic oversight for a safer, stronger social housing future.

Easy Housing Association (EHA) is a progressive, mission-driven Registered Social Landlord (RSL), committed to delivering safe, secure, and affordable homes for those who need them most. As we continue to grow, we are strengthening our governance and seeking two experienced and strategic individuals to join our Board of Trustees. As a trustee, you will provide high-level oversight, ensuring strong leadership, regulatory compliance, and financial resilience.

We are specifically looking for trustees with senior-level expertise in one or both of the following areas:

• Health & safety within the social housing sector
• Finance and strategic oversight in the charity or housing sectors

As a trustee, you will advise, challenge, and support EHA’s leadership, helping us meet our legal obligations, protect tenant wellbeing, and maintain long-term sustainability.
 

��️ Trustee oversight role: health & safety (social housing focus)

We are seeking a trustee to provide strategic oversight and governance on health and safety systems across EHA. You will help ensure we meet the highest safety standards for tenants, staff, and volunteers, and remain fully compliant with housing regulations.

Key areas of expertise include:

• Interpreting and overseeing compliance with H&S laws relevant to RSLs
• Ensuring robust systems for fire, gas, asbestos, and communal area safety
• Providing risk management insight across housing stock and services
• Understanding the Regulator of Social Housing (RSH) expectations
• Reviewing inspection, audit, and incident-reporting frameworks
• Championing a strong, proactive safety culture across the organisation

Your contribution will help ensure EHA protects people and property through effective governance.

�� Trustee oversight role: finance & charity sector governance

We are also recruiting a trustee with the financial acumen to guide EHA’s strategic financial direction, ensuring transparency, accountability, and sustainability across operations.

This role suits someone with financial leadership experience in charitable housing providers, housing associations, or social enterprises.

Key responsibilities include:

• Monitoring long-term financial strategy, planning, and risk
• Understanding Charity SORP and RSL financial standards
• Overseeing reserves policy, budgeting, and funding management
• Ensuring compliance with the Charity Commission and RSH
• Supporting transparent and effective financial reporting
• Holding executive teams to account while enabling performance

Your insight will strengthen the board’s ability to govern with integrity and impact.

⏱️ Time commitment

Trustees are expected to attend monthly board meetings (approximately 2.5 hours online) and commit an additional 4 hours per month to board-related duties, including reading papers, joining sub-committees, or contributing expertise.

�� What you’ll gain

• A high-impact role in a values-led, tenant-focused RSL
• Opportunities to shape policy, compliance, and social impact
• Professional development in governance, housing, and regulation
• The fulfilment of helping improve lives through safe, secure housing

EHA is proud to be an inclusive and tenant-focused RSL. We welcome applications from individuals of all backgrounds especially those with lived experience of social housing.

Your leadership and strategic oversight can help us build homes and futures that are safe, equitable, and resilient.
By joining our Board, you will help change lives—ensuring that safe, secure, and affordable housing is not a privilege, but a right.

Our partner is a small Suffolk based charity working to create a Creative Youth Hub, Nursery and Playscape for children and young people in the local area, following the loss of the former youth centre.

The Treasurer will hold the Board to account for the charity’s finances and help maintain a clear and transparent financial framework. Working closely with fellow Trustees and the wider team, you will oversee budgeting and reporting, ensure compliance with regulatory requirements, and support financial planning as the project develops. The role will involve managing multiple income streams, including grants and donations.

The ideal candidate will be a qualified accountant or experienced finance professional with strong financial management skills and the confidence to advise fellow Trustees. Experience of charity finance and governance would be helpful but is not essential.

This is a rewarding opportunity to support a community led capital project with significant local impact. The role is expected to require around 1 to 3 hours per week initially, increasing as the project moves forward, with attendance at regular Board meetings either in person or via Zoom.

_______________________________

For more Trustee and Treasurer roles please visit the AfID website

Join Richmond Foundation as a Trustee and help shape a fairer, healthier future for our community.

Richmond Foundation is a long-established local charity with a proud history of supporting residents through grant-making, property management, and community initiatives. We are seeking new Trustees to join our Board and contribute to our vision: Everyone in Richmond has opportunities to build healthy and fulfilling lives.

Who we’re looking for

We welcome applications from individuals who share our values of integrity, excellence, collaboration, agility, and ambition.

Our goal is to recruit people from a wide range of backgrounds, with different expertise, experience and knowledge. We want to make our committees more diverse and representative of the groups and people we support. You can read more about our commitment to Diversity, Equity, and Inclusion on our website.

We are committed to creating an inclusive recruitment process and are happy to provide reasonable adjustments to support applicants at any stage. We will provide a buddy system for new trustees.

We are looking to recruit trustees who have experience and knowledge in one of the following areas:

• Charity Finance and Investment
• Our Grant Priorities
• Residential Property

We are also interested in expertise in:

• Safeguarding
• Social Housing
• Grantmaking (particularly within larger foundations)
• Managing grants from a range of funders
• Data and evidence
• Evaluation and impact reporting
• Diversity, Equity and Inclusion
• Communications and Artificial Intelligence (AI)
• Human Resources (HR)

As a Trustee, you will:

• Uphold Richmond Foundation’s vision, mission, objectives, and values.
• Provide strategic oversight and governance for the charity.
• Act in the charity’s best interests and manage resources responsibly.
• Attend at least four Board meetings per year (3 hours each) and join at least one committee (further 4 meetings per year 90 mins to 2 hours each).
• Prepare for meetings by reading all relevant documentation and reviewing minutes.
• Attend relevant training and at least one event hosted by a grant-funded organisation annually.
• Serve a four-year term, with the possibility of renewal for an additional two-year term.
• Champion high standards of conduct, including respect, inclusivity, accountability, honesty, and confidentiality.
• Declare and manage any conflicts of interest.
• Act in accordance with our Trustee Code of Conduct
• Support safeguarding and ensure the charity is accountable and compliant with its governing documents.

To be eligible, you must:

• Be at least 18 years old.
• Not be disqualified under the Charities Act (including being disqualified as a company director, having unspent convictions for offences involving dishonesty or deception, being an undischarged bankrupt, having been removed as a trustee by the Charity Commission or a court, or being on the sex offenders’ register).
• Be willing to sign a declaration of eligibility upon appointment and annually thereafter.

How to Apply

If you are interested in making a difference in Richmond and can contribute your time and expertise to help us deliver our charitable objectives, we would love to hear from you.

Full details, person specification and requirements, and application instructions are available in the Trustee Recruitment pack.

The application deadline is 10:00am on Monday 13 April 2026

Richmond Foundation are hosting a Webinar and Q+A for interested applicants on 18 March 2026. This will be an opportunity to learn more from our CEO, Chair and Trustees and ask questions. Details can be found on our website.

Interviews: Scheduled in May/June 2026

Term Commences: September 2026