Head of finance and central services volunteer roles
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Role Description
Treasurer/Finance Lead Trustee
Remuneration: The role of Treasurer is not accompanied by any financial remuneration, although expenses for travel may be claimed
Reports to: Board of Trustees
Key relationships: Chair, Trustees, Head of Finance & Central Services, CEO
Location: Southampton
Time commitment: Board and Committee meetings
Objective
The Treasurer will oversee the financial matters of the charity in line with good practice and in accordance with the governing document and legal requirements. The Treasurer will ensure that effective financial measures, controls and procedures are put in place, and are appropriate for the charity.
Principal responsibilities
1.1. Oversee and approve budgets, accounts, financial statements and financial reports to the Board of Trustees after discussion with the Head of Finance & Central Services.
1.2. Seek assurance that the financial resources of the organisation meet its present and future needs and are within the charity’s objects
1.3. Instrumental in the development and implementation of appropriate financial, reserves and investment policies
Main duties:
1.4. Liaise with the Head of Finance & Central Services to ensure that the charity’s annual accounts are compliant with the current Charities SORP.
1.5. Ensure that appropriate accounting procedures and controls are in place
1.6. Overview insurance to confirm that the organisation is fully covered, ensuring that equipment and assets are adequately maintained and insured
1.7. Advise on the financial implications of the organisation's strategic plans
1.8. Chair the Finance & Fundraising Committee
1.9. Liaise with the charity’s auditors where appropriate
1.10. Keep the Board informed about its financial duties and responsibilities
1.11. Contribute to the fundraising strategy of the organisation
1.12. Make a formal presentation of the Accounts at the Annual General Meeting, drawing attention to important points in a coherent and easily understandable way
1.13. Sit in on appraisal, recruitment and disciplinary panels as required
Person Specification
Role Title: Treasurer
The Board of Trustees are responsible for the overall governance and strategic direction of the charity, its financial health, the probity of its activities and developing the organisation’s aims, objectives and goals in accordance with the governing document, legal and regulatory guidelines.
All trustees should also be aware of, and understand, their individual and collective responsibilities, and should not be overly reliant on one or more individual trustee in any particular aspect of the governance of the charity.
Experience:
Individuals are sought who have a strong empathy with Rose Road’s Visions and Values and an understanding of its work.
· Experience of working in finance (preferably with a financial qualification)
· Successful experience of operating within a board in a charitable, public sector or commercial organisation
· Demonstrable experience of building and sustaining relationships with key stakeholders and colleagues to achieve organisational objectives
· Proven track record of sound judgement and effective decision making
· History of impartiality, fairness and the ability to respect confidences
· Track record of commitment to promoting equality and diversity
Knowledge, skills and understanding:
· Commitment to the organisation and a willingness to devote the necessary time and effort – typically 8 meetings per year as well as ad hoc meetings and events.
· Prepared to challenge decisions, with a willingness to speak their mind when necessary
· Willingness to be available to staff for advice and enquiries on an ad hoc basis
· Good, independent judgement and strategic vision
· Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
· Ability to work effectively as a member of a team
· Understanding of the respective roles of the Chair, Trustees and Chief Executive
The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Africa Health Organisation (AHO) seeks to engage in bidding and tendering to deliver health and social care services effectively. Our goal is to ensure sustainability and positively impact the lives of more people. We want assistance in developing an ambitious strategy.
What will you be doing?
We are excited to announce an incredible opportunity for a talented Head of Bids and tenders to join our passionate team at the Africa Health Organisation (AHO)! Since 1999, we've been dedicated to delivering health and social care to millions across Africa and the Diaspora, and now we're ready to further elevate our impact.
This year, we're embarking on a mission to broaden our funding strategy by incorporating bid and tender submissions. Our goal is to engage with governments in Africa and the UK, the public sector, and the public, providing essential, practical, and emotional support to those facing chronic conditions. We need a visionary like you to help us achieve our goals.
We're seeking a dynamic, experienced Head of Bids to develop and execute a winning strategy to secure the necessary financial backing. There are numerous exciting possibilities ahead, including central government tenders, local and statutory opportunities. We're eager to explore them all.
In this pivotal role, you'll plan and execute our bids and tender writing efforts, ensuring that our bid proposals not only shine but also come to life in meaningful ways. If you're a bid writer who thrives on creativity and collaboration, we want to hear from you! Additionally, you'll have the opportunity to inspire and mentor volunteers within our bid and tender team, making a positive impact together. Join us on this exciting journey!
Key Duties and Responsibilities will include:
- Overall responsibility for delivering high-quality, accurate, compliant and commercially sound proposals on time, to budget, with inputs from key stakeholders.
- Responsible for the coordination and management of all Bid activities, for ensuring that Bid Plans are put in place and that all internal inputs are received promptly to meet Bid submission timescales.
- Responsible for the receipt, management, control and coordination of all external and internal information and documentation with respect to the enquiry and for the team acting as custodian for Bid documents, including all approved internal documentation signed by the Organisation.
- Responsible for compliance with all internal Bid policies and procedures and for passing internal and external audits.
- Contribute to the overall Bid strategy alongside other stakeholders.
- Responsible for the overall leadership of the team and ensuring that individuals within the team are given appropriate opportunities to grow and develop, and that the team maximises performance by creating and fostering a positive, can-do attitude and outlook on an ongoing basis.
- Responsibility to ensure that improvements are identified and those agreed upon are implemented continuously to support the growth and development of the team and those within it.
- There is a need to keep good records and to create and measure metrics on bidding performance to both review performance and drive continuous improvement in a key area of the business.
- Responsible for mentoring and training Bid Managers and Bid Writers to ensure they are up to date with bid requirements and improve their competence.
What are we looking for?
Education, Skills and Experience: Requirements
Essential:
- At least three years of experience in successfully leading teams within a bid environment.
- Proven track record of improvement and achievement - processes and people
- Keen understanding of numbers, spreadsheets, VOP/invoices, rates, cash flow, milestones, negotiations, and pricing audits.
- Ability to write strong proposals and experience as an estimator
- Excellent communicator (written and verbal) with local and international customers, and with an appreciation of cultural differences
- Ability to persuade and influence others
- Ability to lead team by example, with the ability to foster and maintain effective relationships with internal and external stakeholders
- Ability to work to deadlines
- Strong business/commercial acumen
- Keen attention to detail
- Commercially sound judgement
- Strong negotiation skills.
- Strong financial skills
Desirable:
- Leadership qualification (CMI or ILM)
- Experience with an integrated project management / ERP system (Enterprise Resource Planning)
- Experience in bidding roles in the Medical, Biochemistry, Biomedical, Public Services, Global Health, Humanitarian, NGOs, Public Health and Social Care industry
- MBA, Professional Qualification or formal leadership Qualification (CMI, ILM)
What difference will you make?
In this exciting role, you will lead the strategic process for winning new business through competitive bids, tenders, and proposals, ultimately elevating AHO's success. Your specialised knowledge of bids will enhance our win rates and maximise revenue by bringing clarity, quality, and coordination to what can be a complex, high-stakes journey.
Your primary mission is to boost AHO's tender win rates and strengthen our strategic advantage. By diligently overseeing each step of the bidding process—from initial evaluation to final submission—you will significantly improve the quality and persuasion of our proposals, directly increasing our chances of securing valuable contracts.
You'll provide key insights to help AHO target the most promising opportunities by implementing a thoughtful "bid/no-bid" process. This approach will ensure we focus only on lucrative and winnable contracts that closely align with our strategic goals, ultimately saving time and resources and allowing us to prioritise high-potential projects.
In this role, you will orchestrate a well-coordinated process that drives operational efficiency. As the central point of contact, you will gather input from diverse internal teams—sales, finance, legal, and technical—ensuring everyone collaborates smoothly to meet critical deadlines.
As a leader, you'll elevate the quality of our bid content. By overseeing the creation of compelling, polished materials, you'll ensure our final submissions are professional, cohesive, and error-free. You will utilise a centralised content library containing valuable resources, such as case studies and CVs, to streamline efforts and enhance our proposals.
You will keep projects on track by developing detailed project plans and timelines, ensuring all tasks are completed on time—especially critical in the fast-paced environment of tender submissions. Your effective management will ease colleagues' workloads, allowing the entire team to shine.
To foster long-term business growth, you'll create a wealth of knowledge around our tenders and bids. By conducting insightful post-submission debriefs and analysing feedback, you will capture invaluable lessons from both successes and setbacks. This ongoing improvement process will enhance our bidding capabilities for future opportunities.
You also have the opportunity to enhance AHO's brand reputation by submitting well-organised, accurate, and compliant bids. By doing so, you'll showcase our professionalism and reliability to clients, building trust and solidifying our credible standing in the market.
Strategic alignment is vital for sustaining consistent, stable business growth. Together, we can make a remarkable impact on development.
Applicants must submit a CV and a cover letter explaining how they meet the role description and the person specification.
Interviews will be arranged and conducted via Microsoft Teams.
Interview dates are agreed with the applicant.
To promote equity in health, to combat disease, and to improve the quality of, and lengthen, the lives of the people in Africa and the Diaspora.



The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
St Basils is looking for a new Non-Exec Director / Trustee with Marketing & Communications experience to join our Board
About Us
St Basils works with young people aged 16-25 who are homeless or at risk of homelessness, to enable them to find and keep a home, grow their confidence, develop their skills, increase opportunities and ultimately prevent homelessness.
We help just over 4,000 young people each year across the West Midlands, with services in Birmingham, Coventry, Sandwell, Solihull, Warwickshire and Worcestershire. Our services range from providing supported accommodation to outreach, advice, support, employability and engagement services to help young people regain the stability they need to rebuild their lives, gain skills, confidence and employment and move on. The aim is to help them successfully break the ‘cycle of homelessness’ so that they can go on to experience a bright, fulfilling future and never return to a state where they are at risk of homelessness again.
About our Board
We are a registered provider of social housing, a charity and a company limited by guarantee, meaning our Board members are both Directors and Trustees.
To navigate our challenging regulatory landscape, we need to be tightly governed. At the heart of this is a Board with the right knowledge, values, skills and diversity, all whilst working towards our vision that homelessness should not be part of growing up.
As a member of St Basils’ Board, you will be a guardian of St Basils’ charitable purpose. You will be responsible for holding the Senior Leadership Team to account through constructive challenge and support, and for ensuring St Basils’ strategic priorities are met.
You will form part of St Basils’ governance framework, providing oversight of key business areas, such as business planning, safeguarding, risk, finance, health and safety, EDI and business development.
Our Board is made up of 14 members, 2 of which are designated for young people who have lived experience of homelessness and / or St Basils’ services.
St Basils has adopted the RACE Equality Code and is actively seeking applications from those from Black communities to ensure our Board is reflective of both the young people that we serve and our dedicated workforce.
About the Role
We are looking for a voluntary Director / Trustee with expertise in marketing, communications and/or public engagement to increase the reach of our campaigns. Our new Board member will need to strong networking and stakeholder engagement skills, with the ability to open doors and build relationships.
As our Marketing & Communications Board Member, you will:
· Ensure marketing initiatives align with the organisation’s goals and regulatory requirements.
· Support St Basils’ PR and marketing initiatives by bringing knowledge of current marketing tools
· Help identify opportunities to increase the visibility and impact of St Basils’ campaigns.
· Leverage personal and professional networks to enhance the charity’s reach, partnerships and fundraising potential.
· Work closely with the Director of Income Generation & Value Capture to ensure St Basils’ marketing and communications strategies are being implemented effectively.
- Contribute to trustee discussions and decisions on broader charity strategy, risk management and financial oversight.
Our new Director / Trustee will sit on our Business Support & Audit Committee which oversees central functions, including Finance, HR, Fundraising and Marketing. This committee meets virtually, one a quarter.
Although the role is voluntary, reasonable expenses will be paid for costs incurred in undertaking the role.
About You
You will be an experienced professional in marketing, communications, PR or brand strategy, ideally with experience in the youth or homelessness sectors.
You will demonstrate sound judgement and be able to challenge confidently and constructively, although you do not need to have Board experience.
Understanding of governance and the responsibilities of a charity trustee is desirable, but training will be provided.
You will work within the principles of Equality, Diversity & Inclusion and understand the needs of the diverse young people we serve.
You will put the needs of young people first, be passionate about ending youth homelessness and share our mission, vision and principles.
Time Commitment
You will need to be able to attend the majority of Board and Committee meetings, one of each is held each quarter (8 meetings total per year). Each meeting will last around 2 hours and will normally be held late afternoon/early evening (usually 4pm – 6pm). Board meetings are held in person at St Basils’ Head Office in Birmingham, and Committee meetings are held virtually via Microsoft Teams. The dates for meetings are set by calendar year, towards the end of the previous year.
Meeting papers will be shared via an online portal one week in advance of the meeting to allow for sufficient preparation time.
A Board away day is held each year, usually October, and every other year this includes an overnight stay. This will be fully paid for by St Basils.
We encourage Board members to visit our accommodation services to deepen understanding of our work and support effective governance and decision-making. We would like all Board members to make 2 visits a year if possible.
All travel expenses incurred in attending Board meetings / conducting site visits will be reimbursed by St Basils.
What’s in it for you?
We offer a series of essential online training courses (for example GDPR, Cyber Security, EDI, Safeguarding, Risk Management) and the opportunity to do additional online or in-person training, such as Psychologically Informed Environment training. As part of our commitment to race equality, we provide mandatory Anti-Racism training for all staff and Board members.
You will be part of a knowledgeable and supportive Board and have the opportunity to work alongside young people with lived experience.
You will have the guidance of a knowledgeable Chair to support your development as a Director / Trustee, and you will have access to St Basils’ Senior Leadership Team to help you fulfil your role.
St Basils is a learning organisation and therefore we are able to support and develop Board members who are new to the role. In addition, St Basils has membership with the Board Development Agency, which provides our Board Members with access to webinars and development tools specific to housing sector Boards.
Being a Director / Trustee at St Basils is more than just attending meetings – if you would like to contribute to an organisation that has young people at its core, where you can visibly see the difference you are making, then this is the role for you.
For further information please see the link to the full job pack.
We welcome early applications and will interview on a rolling basis.