Group financial accountant volunteer roles in Birmingham, west midlands

The Bat Conservation Trust (BCT) is proud to be the leading UK charity devoted solely to the conservation of bats and their habitats. BCT’s vision is a world rich in wildlife where bats and people thrive together. Our mission is to work collaboratively and with a diversity of people to protect bats and their habitats in an ever-changing world. 

BCT is committed to championing Equity, Diversity and Inclusion (EDI) throughout all our work. You can read more about our EDI Statement of Values here. We recognise that there is much work to be done to improve representation of society within our organisation and in the wider sector, particularly in the area of ethnic and racial diversity. 

We are now looking to appoint a Treasurer to our Board of Trustees. Trustees do not need to work in the area of bat conservation and we are actively seeking to include more diverse perspectives and experience. We especially encourage applications from People of Colour, as these groups of people are currently underrepresented on our board. 

The Treasurer leads oversight of the financial management of BCT and supports the Board to understand the organisation’s financial position, resilience and future outlook. The role includes reporting to the Board on financial health and risk, in line with best practice and legal requirements. The Treasurer helps ensure the Board is well equipped to make informed financial decisions. They chair the Finance & Audit Committee and report back to the Board.

Over the past two years, RDA has gone from strength to strength under the fantastic leadership of CEO Michael Bishop and Chair Helena Vega Lozano. We are now looking for 2 new trustees who will have a brilliant opportunity to help shape the long-term future of a truly impactful organisation.

Riding for the Disabled Association is the only major UK charity specifically dedicated to the therapeutic and life-changing benefits of bringing people and horses together. Each year, we enrich the lives of over 39,000 disabled children and adults through riding, carriage driving and a growing range of equine-assisted programmes.

If you’re passionate about inclusion, social impact and good governance – and want to use your skills at Board level – please take a look at the details and consider applying.

THE PERSON - ESSENTIAL CRITERIA

Job Title: Trustee (x2 roles)

Location: Lowlands Equestrian Centre, Old Warwick Road, Shrewley, Warwickshire CV35 7AX

Salary:  Trustee positions at RDA are voluntary. Agree expenses are reimbursed, 

Term of Office: 3 year term, renewable for up to three terms. 

Trustee - Finance 

The role is aimed at a qualified accountant with experience in charity accounting and finance, who brings financial acumen and strategic insight to long term financial planning. Working with our Treasurer and the wider Board, you will bring understanding of charity finance and help ensure RDA's financial resilience and sustainability as the Charity continues to evolve and grow. 

Trustee

This role will represent the grassroots of RDA. We are looking for someone who is experienced in running an RDA Group at committee or board level over a sustained period with a deep understanding of the opportunities and challenges facing local groups and the regional networks. You will bring invaluable operational insight and help ensure the experiences and needs of member groups continue to inform strategic decision making at a national level. You will help the Board remain closely connected to the needs of the member groups while supporting the development of sustainable and effective national initiatives. 

Candidates should:

• Demonstrate a strong commitment to RDA, its mission and values
• Bring sound judgement, strategic insight, and the ability to contribute effectively to Board discussions and decision making.
• Demonstrate strong relationship building and ambassadorial skills
• Be able to listen, engage constructively and work collaboratively as part of a team
• Understand, or be willing to develop an understanding of, charity governance and the legal responsibilities of Trustees
• Be willing to devote the necessary time and effort to fulfil the role effectively

Skills and Experience

We are specifically seeking candidates with experience in one of the following areas:

• Finance, strategic financial planning and charity finance, or
• Significant experience within an RDA Group at committee or board level and the wider federation

In addition candidates may also bring expertise in areas such as:

• Disability and inclusion
• Governance, organisational development or strategic transformation

Time Commitment

• Four Board meetings a year
• Trustees will also serve on at least one Board Committee
• Trustees are expected to attend key RDA events and visit member groups to remain connected to the organisation's work and impact
• The role is expected to require approximately two days per month 

We believe diversity of views, background and lived experience strengthens our Board and our organisation

We actively encourage applications from disabled people, people from Black, Asian and minority ethnic communities, LGBTQIA+ communities, younger candidates, and those from less advantaged socio-economic backgrounds.

We are committed to creating an inclusive culture where everyone feels valued, respected and able to contribute. 

RDA is a Disability Confident Employer

Behçet’s Disease is an auto-immune disorder which is incurable but can be managed by specialist consultants. It is very rare and can affect any part of the body. It often takes years to diagnose and can be debilitating to the patient. 

Behçet’s Patients Centres (BPC), a charitable company, was formed in 2011 to provide the specialist, multi disciplinary care for patients.

We are seeking to recruit a Finance Director to our Board in order to both increase our experience and skills base and to facilitate effective succession management. This is a volunteer role that offers rewarding experience and the chance to make a difference in the lives of those who are affected by this rare condition.

This is a highly autonomous role that will make a big difference to the Board of Directors and their purpose to provide a service to one of the rarest patient groups in England. We’re looking for someone who can come in and help us build on our achievements and do things even better. You will be responsible for the financial management of the charitable company to ensure we successfully deliver our contractual commitments and thus influence the future of our funding, (we have a contract which runs until March 2028). You will play an important role as a member of the Board of Directors, ensuring they are guided by your financial expertise. This will involve preparing budgets; paying salaries and finances owing to HMRC and invoicing the NHS. We also work collaboratively with Behçet’s UK, the registered charity for patients with Behçet’s Disease and you’ll be building relationships with that charity. 

The time commitment for this role is around 2 to 3 days per month on average, with extra time needed around budgeting and year end accounts. 

Experience Required:

• Proven management and leadership skills
• Proven financial skills in budget preparation and management
• Proven communication skills
• Awareness of both Charity and Data Protection Law
• Computer literate in use of Microsoft products
• Experience of contract performance management
• Flexibility of working hours to attend quarterly Director meetings and the Behçet’s UK Annual Conference

Qualifications Required:

• Educated to degree level or equivalent financial experience. 
• Preferably a qualification with CIMA, ACA or ACCA (or working towards) 
• A UK driving licence and the ability to travel 
• A clean Disclosure & Barring Services check will be undertaken 

Deaf Unity is a deaf-led charity that works to empower deaf individuals. We equip deaf students, jobseekers and professionals with the knowledge, confidence and community to succeed in education and employment.

Working closely with our deaf community, we identify the barriers and inequities that deaf people meet as they move from school into education and employment; seek work; and strive to build successful careers. We work with them and with universities, employers and voluntary sector partners to overcome these barriers through carefully tailored, impactful interventions.

Our vision is of a world where every deaf person has an equal chance to study and work, achieve their professional ambitions and contribute their full potential to society.

Purpose of the role

To oversee Deaf Unity’s financial operations, ensuring that the charity remains financially viable and complies with Charity Commission regulations and strong accounting practices at all times, The Treasurer will ensure that proper financial records are kept and that the Board of Trustees understands the financial position at all times. 

Key responsibilities

• Oversee the charity’s financial position
• Present budgets, management accounts and financial statements to the Board
• Help trustees understand financial information and advise on financial implications of the charity’s strategic plans
• Support budgeting and financial planning, including developing and implementing financial policies (e.g. reserves and investment policies),
• Ensure proper financial controls are in place and that proper accounting records are kept
• Oversee the preparation of annual accounts
• Ensure compliance with Charity Commission and HMRC regulations (e.g. Gift Aid)

You will work closely with the CEO, Chair, trustees and staff who are managing day-to-day finance and banking and will be required to attend quarterly meetings of the Finance and Risk sub-group of the Board, in addition to the full Board meeting

What is a trustee?

All trustees share responsibility for running the charity.

This includes:

• Attending board meetings, usually 4 times per year.
• Helping make strategic decisions
• Acting in the best interests of the charity and its beneficiaries

Trustee responsibilities are set out by the Charity Commission for England and Wales.

Skills we are looking for

Essential skills:

• Knowledge of bookkeeping and financial management (e.g. use of XERO, SAGE accounting packages)
• Experience of financial reporting, budgeting and risk management
• An understanding of (or willingness to learn about) charity accounting
• Ability to explain financial information clearly
• Good judgement and decision-making skills
• Interest in supporting deaf communities

Desirable:

• Professional accounting qualification
• Previous experience as a trustee or treasurer
• knowledge of, or interest in, the deaf community.
• BSL skills

What you will gain

• Experience of charity governance
• Board-level leadership experience
• Opportunity to support Deaf communities
• Networking and professional development 

Please send a CV and/or a short expression of interest 

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• Strategic vision.
• Good, independent judgement.
• An ability to think creatively.
• A willingness to speak their mind.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• An ability to work effectively as a member of a team and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.