Head of financial accounting volunteer roles in Farringdon, greater london

About Mind

We're Mind, the leading mental health charity. We won't give up until everyone experiencing a mental health problem gets support and respect. We provide advice and support to empower anybody experiencing a mental health problem and we campaign to improve services, raise awareness and promote understanding.

About the Role

Our volunteers are at the heart of Mind Retail, and without the help and support we receive from our volunteer teams we wouldn't be successful at what we do. As a Financial Analysis Volunteer, you will be working behind the scenes with the data that drives our retail network, providing an effective and proactive reporting support for retail Shop Teams, internal colleagues, and the Senior Leadership Team (SLT). Whether you are a student eager to gain practical experience with real-world datasets, or an experienced finance professional wanting to give back to the community, your insights will directly empower our teams and make a tangible difference to Mind Retail.

How You Can Support Us

Working closely with our finance, commercial, and data teams, you will help to translate financial data into meaningful insights for stakeholders. Day-to-day, you will be:

• Supporting the creation and improvement of financial reports and financial models.
• Assisting in looking at the numbers to understand the differences between what we expected to happen and what actually happened (referred to as variance analysis). You will also help check that our data is consistent across the teams.
• Helping us continuously identify opportunities to streamline reporting processes, reduce manual effort, and enhance data visualisation capabilities.
• Working with the team to organise our data better and automate repetitive tasks. If you want to learn, or already know about, advanced Excel features (like Power Query or macros) and Power BI (creating interactive dashboards), this is a great place to practice and apply those skills.
• Using a range of office software including email, spreadsheets and database information to produce timely and accurate reports.
• Assisting with ad hoc tasks relating to the reporting and analysis.

What You'll Gain

• Practical experience in financial analysis, data visualisation, and reporting tools.
• Exposure to real-world datasets and the chance to contribute to process improvements, including automation and more efficient reporting methods.
• Opportunity to improve your interpersonal skills and commercial knowledge.
• Understanding of policies and procedures, along with enhancing your administrative and IT skills.
• Additional learning and development opportunities, including your own eLearning account with access to personal and professional development courses.

About You

• Ideally, you will be actively studying towards an accounting qualification CIMA or ACCA, or working towards a relevant finance degree. Equally, you might be an experienced professional wanting to volunteer your financial knowledge.
• Comfortable working with numbers, have a high degree of accuracy, and a great eye for detail
• Confident using MS Office applications, particularly Word, Excel & Outlook and familiar with Power BI.
• Well-developed interpersonal skills, excellent telephone manner, and able to build good working relationships. You should also be comfortable using your influencing and negotiation skills.
• Excellent organisation skills, able to prioritise tasks, with the ability to work as a team and on your own initiative.
• Willingness to learn, a flexible and adaptable approach, and a commitment to our values & behaviours. Ability to work within Mind Retail's policies and procedures.

Desirable (But Not Essential)

• Retail sector experience.
• Experience with using Microsoft Dynamics GP 2016.

Our Commitment

We embrace the different perspectives that each of us bring. We want our staff and volunteers to be authentic and bring their whole selves to work. We want Mind to be a workplace that truly reflects the diverse backgrounds and experiences of the people we support. Where everyone is appreciated - regardless of race, gender, age, religion, identity and experience.

The Chief Financial Officer is responsible for overseeing broader financial management, including budgeting, financial forecasting, resource allocation and fundraising.

Key Responsibilities:

• Having oversight of all financial management across the organization and developing reports for the board
• To overall manage budgeting and financial forecasting
• To ensure that the department heads covering fundraising and finance are supported and well aligned with the strategic direction and priorities of Youth Advantage UK
• To ensure the organization has sufficient financial resources
• To ensure fundraising occurs and supports the organization's need
• To line manage departmental heads with relevant departments
• To contribute to wider C Level Executive work such as taking part in meetings, presenting the organization and dealing with problems as they arise

Requirements:

• To have over 5 years of experience in the financial sector
• To have at least 2 years of experience in a senior financial management role (such as Senior Manager or Department Head) 
• To be able to provide leadership and management
• To have good IT skills, accounting skills, budgeting skills, ability to use spreadsheets and remote systems and good communication skills

A Little About Us!

Youth Advantage UK is a research-led, un incorporated un registered charitable organization. We use a research-led approach to protect the rights and interests of young people through positive action such as projects, policy work, research, services, events. We promote and empower change.

Why we need you!

Youth Advantage UK are in our early stages but are growing and looking for volunteers to help achieve our aims to become a registered charitable organization. Your skills and expertise are what we need to continue to grow. Without our volunteers we cannot grow and appreciate those who apply with us!

What we offer!

Anybody who wishes to help and contribute to a good cause are welcome to apply for one of our volunteering positions. We will speak to you about what your aims are to ensure that the volunteering position you are applying for is suitable. By volunteering you have the chance to learn something new and contribute to a successful organization who is looking to help young people in the UK.

NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.

Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

· Willingness and ability to devote the necessary time and effort to the role

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

· Understanding of the legal duties, responsibilities and liabilities of Trusteeship

· Ability to work effectively as a member of a team

· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.

Person specification – Treasurer

In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.

· Financial qualifications and experience. 

· A strong understanding of analysing management accounts and forecasting cash flow.

· A strong understanding of creating and monitoring budgets.

· Some experience of charity finance, fundraising and pension schemes. 

· The skills to analyse proposals and understand their financial consequences. 

· A willingness to be available to staff for advice and enquiries on an ad hoc basis.

Role description – Trustee

Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.

In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.

Role description – Treasurer

The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.

In addition to the duties of a Trustee, the duties of the Treasurer are: 

· Chairing the Finance Committee and reporting to the Board.

· Ensuring the financial resources of Age UK Merton meet its present and future needs. 

· Ensuring that Age UK Merton has appropriate reserves and investment policies. 

· Undertaking spot checks on payroll and online payments. 

· Ensuring that appropriate accounting procedures and controls are in place. 

· Advising on the financial implications of Age UK Merton’s strategic plans. 

· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton. 

· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities. 

· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies. 

· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented. 

· Keeping the Board informed about its financial duties and responsibilities. 

· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way. 

Commitment required

Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.

Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.

Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.

In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.

To find out more and to apply

If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.