Payroll manager volunteer roles

We're looking for a finance assistant volunteer who can support the financial administration of the charity using our finance software,  Xero. We The volunteer will support the Chair to undertake regular financial tasks such as budgeting, reporting, and audits while ensuring financial transparency. 
 

Key Tasks and Objectives

• Support the financial management of the Charity using Xero
• Data Entry: Recording financial transactions such as donations, invoices and expenses into our finance software, Xero.
• Weekly Reconciling income into Xero from GoCardless, Stripe, PayPal and other third-party agencies that facilitate donations being made to the charity.
• Maintain financial and accounting records, ensuring accuracy and consistency
• Assist with preparing payroll and/or pension information for submission to an external payroll provider (when required)
• Assist with the preparation of the accounts, quarterly and annual accounts for accountant annually as well as supporting funder financial reports
• Track the financial situation of projects
• Ensure that all necessary financial information is recorded accurately
• Assist with financial forecasting and budgeting
• Document Management: Organising and filing receipts, invoices, and other financial documents (digitally).
• Assist the Chair, volunteers or members of staff in understanding and using the accounting software
• Any other tasks that may be required from time to time or during the final accounts period, as appropriate.
• Assist with general administration relating to finances

Key Skills or Qualifications

Essential:

• Knowledge and experience of using Xero accounting software, including tracking project spending, managing volunteers’ expenses and department spending, uploading invoices, reconciliation, etc.
• Understanding of tracking financial data and information
• Experience of working in a bookkeeping role
• Accurate and up-to-date knowledge and experience of charity finance, SORP and other relevant frameworks
• The ability to quickly understand the needs of and challenges faced by our small charity organisation
• Strong numeracy and financial management skills
• Strong organisational skills
• Comfortable working remotely
• Ability to maintain strict confidentiality
• Ability to quickly understand the needs of our team, organisation and users of our services (we are not expecting you to have an awareness of the condition we support)
• Good initiative and ability to work with little direct supervision, but will ask for help when needed
• Ability to work flexibly on your own and as part of a team with enthusiasm and commitment

Desirable:

• Knowledge of charity accounting including restricted and unrestricted funding 
• Understanding of financial management within a charity
• Verbal communication skills
• Competent with communication tools

Key Benefits

You will come part of our small, friendly, forward-thinking charity team. We are focused on reaching people who may not have heard about the Charity or about the condition. 

You would have a key role in ensuring good financial administration, which is crucial to the continued work of Burning Nights CRPS Support. This is a fantastic opportunity for you to make a real difference to a small charity. You will be involved in ensuring we manage our financial inputs and outgoings in order to maintain the services and support we provide, allowing us to be a sustainable charity and fulfil our aims.

Volunteering Time: 7-15 hours per week 

RSPCA Middlesbrough, Teesside & District Branch

We are looking for a Branch Trustee & Treasurer to help us manage the RSPCA Middlesbrough, Teesside and District Branch. As a Trustee you will be a full and equal member of our leadership team, making strategies, deciding what we focus on, how we raise and spend money, organising events, working as a team to improve animal welfare in our community. As Treasurer you will take the lead in ensuring compliance, control and sound financial management of the charity.

WHAT WILL YOU BE DOING?

Trustees manage the charity. Like any organisation we get involved in people, finance and legal topics, making strategies and assessing which projects to support, tracking progress on animal welfare programs, working with local vets to offer more support out of hours, or making sure our volunteers are well managed and motivated. More importantly, we focus on raising funds, managing volunteers and spending money where it is needed to support animals in our community - YOUR community. So, whatever your background or skills there is a role you can play.

As Treasurer you will take the lead on developing a sustainable financial strategy, managing financial reporting, bank accounts, investments and liaising with the RSPCA national finance team. In addition, you will oversee external processes such as payroll, audit and reporting to HMRC and Charities Commission.

You may be an experienced Trustee or new to the role (we can help with training). You will be an experienced finance professional (preferably a qualified accountant) who can provide expert financial leadership and translate complex topics for those without a finance background. You will bring the ability to lead people, motivate teams of volunteers, collaborate with partners and manage change. You will be able to understand complex topics, ask logical questions and be willing to hold an organisation accountable for fulfilling its responsibilities. You will be willing to roll up your sleeves and get stuck into the details, make decisions and speak up.

This is an exciting time to join us, as we undertake significant expansion and conversion to CIO. Your voice will be heard, and you can significantly influence the direction and focus of the charity. Together we can make a huge impact on animal welfare in our community.

Benefits to becoming a RSPCA Branch Trustee:

• Using your existing skills to do something useful and learning new ones.
• Delivering a real leadership experience.
• Creating real opportunities to improve animal welfare in our community.
• You’ll have access to the RSPCA Learning Hub and a wide range of training materials
• You’ll be a leader, not a follower - you’ll shape our future direction and make your mark.

Please note that Trustees must be at least 18 years of age. This is a volunteer role (reasonable expenses will be reimbursed).

How to find out more about being a Trustee

For more information on becoming a Charity Trustee and to ensure it is the right decision for you, we recommend reading the Charity Commission's guidance on the role of the trustee and the RSPCA website about Branch Trustees.

We have an online session about Becoming a Branch Trustee, which should hopefully give you more of an idea of what the RSPCA Branch Trustee role will involve.

How to Apply:

If you’ve got the drive and compassion to volunteer with the RSPCA and are passionate about improving animal welfare, we’d love to hear from you!

Please visit our website to learn more about what we do.

Join us in making a real difference to the lives of animals in need.

Our voluntary roles are subject to an informal interview and trial period. We will ask you to provide contact details for two referees, and dependent on the position, you may need to sign an agreement and undergo specific training before starting the role.

CAFOD Advisor Recruitment  - Strategy Performance Committee (SPC)

Role

Committee member, providing expert fundraising expertise to this Committee of the Board, alongside Trustees and other expert advisors. The SPC exercises governance activities on behalf of the Board and provides recommendations to the Board. The remit of the SPC covers CAFOD’s strategy to recruit and engage donors and supporters, and its global programmatic work, so covers both CAFOD’s international activities as well as the work within the Catholic Community in England and Wales.

Essential Criteria

• Professional fundraising expert with experience in the Charity sector
• Experience of multiple income portfolio management and strategy - particularly fundraising from the public (individual giving, legacy fundraising, community fundraising, major donor engagement etc.)
• Respect for the goals, ethos and culture of CAFOD

Advantageous

• An understanding of fundraising in a faith context
• Familiarity with Fundraising Regulator best practice & or a member of the Chartered Institute of Fundraising
• Knowledge of fundraising for international causes

Time commitment

• Four half-day meetings a year, currently two at CAFOD HQ, Romero House, London and two online.
• Some preparatory reading time is required before meetings
• No specific minimum term but a commitment to give approximately 2-3 years would be preferable.

Overall Purpose of Role

• To ensure on behalf of the Board that Plateful Cafe’s assets are properly managed, only used for approved purposes, and applied as effectively as possible
• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

Main Responsibilities

• Share the responsibility of jointly reporting the financial position (balance sheet, cash flow, fundraising performance etc).
• Oversee the production of necessary financial reports/returns, accounts and audits and the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• To ensure that proper accounts and records are kept and that Plateful Cafe meets its legal obligations in respect of its financial affairs and financial reporting
• To ensure that Plateful Cafe’s financial resources are spent in line with good governance and legal and regulatory requirements
• To be jointly instrumental in the development and implementation of Plateful Cafe's financial policies
• To supervise and assist Finance assistants

Main Tasks
- Liaising with the appropriate member(s) of volunteers responsible for Plateful Cafe’s
financial activities and financial record-keeping
- Make members aware of their financial obligations and take a lead in interpreting
financial data to them.
- Monitoring that financial systems and controls are in place and adhered to
- Assist the fundraising team and team with Funding applications with the finance
questions
- Assist with preparing budgets and other financial information for funding bids
- Assist volunteers with the preparation of financial reports for funders
- Acting as a financial spokesperson for Plateful Cafe as appropriate
- Ensure proper records are kept and that effective financial procedures and controls
are in place, ie:

• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Others as appropriate

- Appraising the financial viability of plans, proposals and feasibility studies.

- Lead on appointing and liaising with auditors/an independent examiner.

- Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting
and bookkeeping is kept up-to-date.

- Maintain the petty cash system and regularly process petty cash claims.

- Regularly carry out reconciliations/ oversee regular reconciliations by the finance
volunteer.

- Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.

- Make the necessary arrangements to collect payments from debtors and bank
payments promptly.

Qualities

must have charity sector experience
 Knowledge and experience of current and fundraising finance practice relevant to
voluntary and community organisations.
 Knowledge of bookkeeping and financial management (as necessary).
 Good financial analysis skills.
 Ability to communicate clearly
 Previous usage of Free Agent system preferable
 Attention to details
 Preferable previous experience on payroll
 Experience on preparing budget

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.

Bath Area Play Project are passionate about every child's right to play and enabling children to thrive. We are looking for a Chair of our small Trustee Board to support our vision and ethos, enabling the continuation of our support services for children and families, leading strategic oversight and ensuring we are resilient for change.

Our volunteer Trustees meet early evening, every 6 - 8 weeks, alternating in person in Bath and online. They are responsible for ensuring we are compliant with operational management delegated to the Director and other staff, allowing them to focus on governance and strategic decision making. Trustees support the staff to be the most effective they can be in their various roles through good knowledge and understanding of regulatory and legal frameworks.

Perhaps you have or are involved at a senior level in a Charity, have skills such as Marketing, Business or Early Years which can be used to help BAPP develop services for children and families.

BAPP provide a range of services including an Ofsted registered Nursery & Pre-school, Ofsted registered Holiday Playschemes for disabled children and those with additional needs, Children & Family Support, Alternative Provision for children with SEND and our long standing Community based Family Playdays. More information is available on our website  

As we work with vulnerable children, Trustees are required to have an Enhanced DBS and to register as one of our Trustees as part of our Ofsted registration. There are 8 Trustee Meetings each year, alternating in person in Bath and online which includes our AGM. Other commitments in addition can include attending events, representing BAPP, supporting with recruitment/staffing and policy review. 

For further information or if you have any questions, please get in touch.