Forecasting and reporting officer volunteer roles

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

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

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 Nehemiah Project is a small charity that supports men with experience of addiction to break the cycle of addiction and crime. We do this through supported living, programmes, key worker support, rebuilding family connections and providing move-on support to aid transition to independent living. We currently operate from houses in Streatham and Croydon.

We are a Christian-based charity open to men of all faiths and none. We have a partnership with the British Association of the Order of Malta who provide expertise, funding and volunteer support.

Our trustees play a vital role in making sure that The Nehemiah Project (TNP) achieves its core purpose of breaking the cycle of addiction and reoffending. They oversee the overall management and administration of the charity. They also ensure that TNP has a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the executive team to enable TNP to grow and thrive.

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of the Nehemiah Project' 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. The Nehemiah Project is a registered charity and a company limited by guarantee.

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 Chief Executive
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process Ensuring investments and assets are maximised.
• Lead on the appointment of and liaison with external auditors.
• Oversee 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 and liaising with the Chief Executive 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. Otherwise an enthusiasm to learn, drawing from sound commercial experience and an understanding of SMEs.
• 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
• 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.

In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees. Board members have a collective responsibility. This means that trustees always act as a group and not as individuals.

Responsibilities of all trustees

• Support and provide advice on TNP' s purpose, vision, goals and activities.
• Approve operational strategies and policies, and monitor and evaluate their implementation.
• Oversee TNP' 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 TNP’s financial statements.
• Provide support and challenge to TNP’s CEO in the exercise of their delegated authority and affairs. Keep abreast of changes in TNP’s operating environment.
• Contribute to regular reviews of TNP' 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 TNP’s interests, to the exclusion of their own personal and/or any third party interests.
• Contribute to the broader promotion of TNP’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.

Personal skills and qualities

• To be sympathetic to and supportive of our Christian ethos. Practising Christian preferred.
• 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

Trustee Role Overview

Term: 4 years, renewable up to 7 years, with possible extension in exceptional cases under the Memorandum and Articles.

Remuneration: Voluntary role; reasonable expenses reimbursed.

Meetings: Attend four Board meetings a year (in person in Putney, with remote option).

Strategy Days: Up to one per year.

Events: Four annual celebration events at our houses; Trustees are encouraged to attend where possible

Committee Membership

Trustees may join one of three sub-groups — HR, Finance, or Fundraising — which meet remotely four times a year, with occasional ad hoc support to working groups or the executive team. 

Financial Commitment No donation is required, though regular modest giving is encouraged.

More Information can be found in the Trustee Pack below.

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.

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

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

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

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

What are we looking for?

This individual should have:

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

The role will involve:

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

What difference will you make?

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

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

Before you apply

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

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

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.

The Treasurer is a key officer of the Board of Trustees, providing strategic financial leadership and oversight. The role ensures the Charity’s financial sustainability, compliance with statutory and funder requirements, and effective financial governance, enabling the organisation to deliver its mission and strategic objectives.

Key Responsibilities

Strategic Leadership

• Contribute to the development and oversight of the Charity’s strategy, with particular focus on financial sustainability and resource planning.
• Advise the Board on financial risks, opportunities, and the implications of strategic decisions.

Financial Oversight

• Ensure the Board receives timely, accurate, and meaningful financial information, including budgets, forecasts, management accounts, and annual accounts.
• Provide assurance that financial reporting complies with regulatory, statutory, and funder requirements.
• Oversee financial controls, policies, and procedures in line with the Charity’s scheme of delegation.
• Oversee the appointment and performance of external auditors and financial advisors.
• Work in close partnership with the Director of Finance to support effective financial management.

Assets, Reserves and Investments

• Ensure appropriate reserves and investment policies are in place and reviewed regularly.
• Monitor investment performance and advise the Board accordingly.
• Ensure the Charity’s assets and equipment are properly maintained, protected, and accounted for.

Governance and Compliance

• Ensure the Board understands and fulfils its financial duties and legal responsibilities.
• Lead regular reviews of financial policies, procedures, and the scheme of delegation.
• Chair the Finance and Governance Sub-Committee and report to the Board.

General Trustee Responsibilities

• Contribute to the Board’s strategic leadership, policy setting, and performance monitoring.
• Ensure the Charity’s resources are applied solely in pursuit of its charitable objectives.
• Safeguard the Charity’s reputation, values, and financial stability.
• Act collectively and responsibly as a Trustee, including declaring and managing conflicts of interest.
• Attend and prepare for Board and sub-committee meetings and participate in additional activities as required.

Skills and Experience

• Financial or commercial expertise sufficient to provide strategic financial oversight (professional qualification desirable but not essential).
• Experience of financial management, governance, or risk oversight.
• Ability to scrutinise financial information, ask constructive challenge, and communicate clearly with both financial and non-financial colleagues.
• Commitment to the values and mission of the Charity.       

Treasurer Recruitment 

Become Our Treasurer and Help Achieve a Life Unlimited.  

At Cystic Fibrosis Trust, we believe in a world where everyone with cystic fibrosis (CF), can live a life unlimited, and we’re inviting passionate individuals to join us on this powerful journey. 

This is more than a governance role, and it’s an opportunity to help guide strategic decisions that impact lives, influence national initiatives, and accelerate progress for a community that deserves nothing less than a brighter future. 

About us

Cystic Fibrosis Trust is the UK’s leading charity dedicated to uniting for a life unlimited for everyone with CF, which is one of the most common life-limiting genetic conditions.

Our team of dedicated staff, volunteers, and Trustees works alongside people affected by CF to fund life-changing research, promote world-class clinical care, and provide essential advice and support.  We champion a community that is united by strength, compassion, and hope. 

Our work relies on the generous donations of our supporters. 

About the role

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, CEO, Trustees, and any staff or volunteers, the Treasurer helps safeguard the charity’s financial sustainability. This role is vital in supporting the delivery of our new Strategy and ensuring our positive impact on the lives of people with CF 

About you 

You will bring strong financial expertise and strategic insight to help ensure our organisation remains financially robust, well-governed and focused on delivering our mission. Your perspective will play a vital role in guiding our direction and ensuring we continue to put people with CF at the centre of everything we do.

Why Join Us? 

• Make a meaningful impact on the lives of people affected by cystic fibrosis. 

• Engage with dynamic peers who are driven, forward-thinking, passionate and purpose-led. 

• Help drive an inspirational mission that blends science, support, and community. 

• Play a critical role in shaping our strategic direction, ensuring robust governance, and championing equity, diversity and inclusion. 

• Gain valuable experience in governance and strategic planning. 

• Use your expertise to fuel lasting change. 

If you are passionate about making a difference for people with cystic fibrosis, please get in touch. 

How to apply? 

Please download the Treasurer Recruitment Pack for more information including full role description.

Please prepare and submit the following via our applicant tracking system by Monday 16 March 2026:

• A CV outlining your career history, including responsibilities and achievements. 

• A cover letter (max two A4 pages) explaining why you want to be a Trustee (Treasurer), what skills you can bring to the Board of Trustees and what you want to take away from this opportunity. 

Interviews will take place following the application deadline, and shortlisted candidates will be notified directly. We will offer as much notice as possible to support availability.