Project finance and risk officer volunteer roles

Use your experience to help improve health and social care services across the UK 

HSR UK is a small but ambitious charity dedicated to strengthening the role of health and social care research in policy and practice. We bring together researchers, service leaders, clinicians, policymakers, patient partners and others, helping research to drive real improvement in the NHS and social care. 

We are now seeking three new Trustees to join our friendly and committed Board and help shape the next phase of our development. 

About HSR UK 

HSR UK is the collective voice for health services and social care research in the UK. 
We: 

• Connect and convene researchers, policymakers, managers, clinicians, and lived‑experience partners.
• Support the use of high‑quality research in practice and policy. 
• Influence national agendas to help health and social care research thrive. 

We have around 40 organisational members, run an annual conference attracting 350+ delegates, and lead work on mentoring, special interest groups, and major thematic projects such as equality, diversity and inclusion (EDI) and workforce research. We are hosted by the Nuffield Trust but we are a separate organisation. 

Why join us? 

This is an exciting moment in HSR UK’s growth. As a Trustee, you will help shape strategy, guide organisational development, and contribute to a mission that genuinely improves health and care for people and communities. 

Our Board is welcoming, collaborative and curious. We particularly encourage applicants from diverse backgrounds, from outside the research community, and from people with lived experience of health or care services. 

We welcome applications from anyone regardless of disability, ethnicity, heritage, gender, sexuality, religion or socio‑economic background. We are committed to inclusive practices and will make reasonable adjustments throughout the process. 

Who we’re looking for 

You do not need to be an academic or professional researcher. We welcome a wide range of expertise, including people newer to board roles.With the board meeting mainly online, we also welcome candidates from all over the UK. 

We’re especially interested in candidates with skills or experience in: 

• Business development or income generation (e.g., grants, commissioning, fundraising, third sector) 
• Health or social care delivery, including clinical, managerial or lived‑experience backgrounds 
• Public involvement, co‑production or inclusive research 
• Finance or governance 

You will also bring: 

• An interest in how research can improve health and care 
• Good listening skills and openness to diverse perspectives 
• A willingness to constructively challenge and be challenged 
• Enthusiasm for our aims and values, including a commitment to EDI 

What the role involves 

As a Trustee, you will contribute to: 

• Setting and monitoring HSR UK’s strategic direction 
• Ensuring strong governance and compliance 
• Approving major decisions, policies, and annual accounts 
• Considering and managing organisational risk 
• Actively participating in board meetings and reading papers in advance 
• Leading on a specific area of work (e.g., finance, conferences, events, governance), depending on your interests and skills 

Practical details 

Time commitment 

• Around ½–1 day per month 
• Five 90‑minute board meetings per year (online) plus our AGM in the autumn
• Option to join sub‑committees (1–2 meetings per year) 
• Opportunity to help shape our annual conference and attend the conference in person

Location 

• Meetings are online (MS Teams); our annual conference rotates around UK universities (2026: University of Manchester) 

Remuneration 

• This is a voluntary role.  We reimburse trustee out of pocket expenses, including travel to meetings and conference attendance 

Term 

• Three years, renewable for up to three consecutive terms 

How to apply 

To apply for one of our three trustee vacancies, please click the Apply Now button below. If you would like an informal conversation about the role, please contact Cat Chatfield using the contact details on our website.

Closing date: Tuesday 17th February at 5pm 

Timetable

We will let you know if you have been shortlisted or not by Friday 20th February. Interviews will be held online via Microsoft Teams on Monday 23rd and Wednesday 25th February. We will let you know if you have been appointed as a Trustee by the end of February. 

Join Taunton Brewhouse Board as Finance Trustee, develop skills in charity finance and support us in bringing entertainment and culture to our community.

Having grown substantially over the past 12 years, we are moving into a new era of development.   This includes and celebrates the 50th anniversary of the founding of the theatre which takes place in 2027.

Our current Trustee for Finance retires shortly, and we seek a new Finance/Director to take forward this key area.

As Trustee responsible for Finance, you will have specific responsibilities for

• providing financial guidance to the Board on matters put before it
• chairing quarterly meeting of the F&GP Committee
• oversight of financial management through monthly meetings with senior finance team
• liasing with professional advisers as necessary

You will share with other trustees the regular responsibilities for all:

• agree strategy and goals for the charity and Taunton Brewhouse
• appoint and set salarie for senior management
• give oversight and support to management
• ensure due diligence in regulatory matters including safe-guarding
• pay attention to financial management
• ensure a robust approach to the management of risk.

Apart from time commitments indicated for Finance, the Board meets quarterly on Monday evenings with other meetings as necessary (sometimes on line).  There is an annual 'away-day' for trustees and the AGM which takes place in November.

We are looking for a finance professional to join our engaged and friendly board as Treasurer, with specific oversight of the charity’s financial management. While day-to-day financial administration is carried out by employees or external providers, the Treasurer works closely with them and the Board to ensure sound financial governance. The Treasurer provides financial leadership, helps trustees understand the organisation’s finances, and ensures that the charity meets its financial and statutory obligations.

You will have a qualification in Financial Management, Accounting, or Audit, or perhaps be a senior Finance Manager or Director in a charity. We welcome applications from people for whom this is their first Treasurer role, but we are seeking candiates who have some understanding and/or experience of the charity sector.  We are willing to provide access to training around the treasurer role, but a basic knowledge of charity accounting and financial management would be a strong advantage.

You will have the ability to communicate financial information clearly to those without financial expertise and be a strategic thinker, with the ability to balance financial scrutiny with broader trustee responsibilities.

Our board meet once a month (either virtually or in person in London) for around 90 minutes. We aim to have strategy days twice a year. You will meet with the CEO and Finance Manager once a month, and be available for ad hoc emails, advice. Trustees are usually appointed for a three-year term, which can usually be extended. 

You will also bring a commitment to the values, aims, and objectives of the charity, and a desire to help children and young people who have experienced grief.

This Role Connects Financial Oversight With Fundraising Impact

At Tell My Truth and Shame the Devil C.I.C., every donation, grant, and sponsorship contributes to real-world change. The Finance Liaison Officer ensures that the C.I.C’s fundraising income, allocations, and financial reporting are accurate, transparent, and actionable, serving both operational needs and strategic decision-making. You will act as the bridge between fundraising activities and financial accountability, ensuring resources are optimally managed to maximise impact. This is not a generic bookkeeping role. It is strategic, operational, and central to C.I.C sustainability.

Purpose of the Role

This role exists to:

• Monitor and reconcile fundraising income, donations, sponsorships, and grant payments
• Coordinate financial reporting with the Fundraising Director, Data Officer, and other relevant teams
• Ensure compliance with financial regulations, safeguarding, and CIC policies
• Support budgeting, forecasting, and resource allocation for campaigns and projects
• Provide financial insights to inform fundraising strategy and decision-making
• Help maintain accurate, auditable records for transparency and accountability

You are the guardian of financial integrity for all fundraising activities.

Why This Role Matters

Accurate and transparent financial management:

• Builds trust with donors, sponsors, and partners
• Ensures funds are allocated ethically and efficiently
• Enables strategic growth and sustainable operations

Without this role, financial oversight risks errors, inefficiency, or reputational harm. With it, the CIC can operate with confidence, clarity, and credibility.

About the role:

To manage and reconcile all income streams, track donations and grants, and provide accurate financial reporting, ensuring compliance with C.I.C policies, safeguarding, statutory requirements, and supporting effective fundraising and organisational decision-making.

Experience Qualification and Requirements

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or CIC financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes.

Desirable / Can Be Developed

• Experience integrating financial data with donor CRM or data systems.
• Familiarity with grant funding or sponsorship reporting.
• Experience working in volunteer-led or grassroots organisations.
• Ability to contribute to financial process improvement.

Qualifications

• Formal qualifications not required.
• Equivalent professional experience in finance, accounting, or bookkeeping is highly valued.

Main Responsibilities/ Key Duties

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or C.I.C financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes

What You Gain

• Founding-level experience in financial oversight for a high-impact C.I.C
• Strategic insight into fundraising, resource allocation, and operational finance
• Leadership exposure in cross-functional collaboration
• Priority consideration for future paid roles
• Direct contribution to community empowerment and sustainable growth

This role builds financial stewardship, strategic planning and ethical management skills.

This role is not suitable if you:

• Prefer low-responsibility volunteer work
• Avoid handling sensitive financial data
• Are seeking immediate paid employment
• Are uncomfortable applying finance to ethical decision-making

Important to be clear:

• This is a volunteer role during the C.I.C’s build phase
• It carries real responsibility for financial integrity and accountability
• Paid roles will emerge as funding and sustainability allows

Formal qualifications are not required, but desirable.
Essential equivalent experience mandatory.

Next Steps:

Shortlisted applicants will be invited to:

• A values-led conversation
• A practical discussion about event planning, coordination, and execution

If you believe that well-organised, purposeful events can change communities, and that experiences inspire action, this role is for you.

A Final Word
Transparency is protection.

If you know that:

• Money must serve the mission
• Accountability builds trust
• Strong systems protect vulnerable people

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Further information can be found in the recruitment pack (attached).

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in March (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

Please use the following contact details for any questions or queries you may have about the role or the charity:

info at ddmcphail dot org

Carers Support Chair of Trustees 

Carers Support is looking for a new Chair of Trustees to lead our Board and support the next stage of our development. This is an important voluntary role for someone with strong board or senior governance experience who wants to make a real difference to unpaid carers. 

About Carers Support 

We are an independent charity supporting thousands of unpaid carers of all ages across Bristol and South Gloucestershire. We provide advice, information, practical help, emotional support, training, young carers services and more. 

About the role 

As Chair of Trustees, you will: 

• Lead the Board and help set the charity’s strategic direction 
• Support and work closely with the Chief Executive 
• Make sure the Board fulfils its legal and governance duties 
• Encourage a positive, open and inclusive Board culture 
• Ensure meetings are well-run and support good discussion and decision-making 
• Help the charity respond to the needs and views of unpaid carers 
• Ensure risks, finances and performance are monitored effectively 

What we’re looking for 

We welcome applicants from all backgrounds and lived experiences. 

We are looking for someone who can bring: 

• Board, governance or senior decision-making experience 
• Calm, confident leadership and good people skills 
• The ability to facilitate effective meetings or a willingness to learn 
• Sound judgement and the confidence to ask questions 
• A commitment to improving the lives of unpaid carers 
• Time to prepare for and attend meetings 

Time commitment 

• 4 board meetings per year (2 hours each) 
• Regular meetings with the Chief Executive 
• Occasional committee meetings, events or development sessions 
• Additional committee meetings, events or development sessions, as required

What you’ll gain 

• A meaningful leadership opportunity with social impact 
• Strategic experience in a respected local charity 
• Supportive induction, training and ongoing guidance 
• A warm and collaborative Board environment 

Taunton Brewhouse is looking for trustees from all backgrounds.  Key is sharing our vision for a bold, brilliant cultural venue in Taunton, adding to our existing skills and expedrience and prepared to to play an active role in meeting the challenges ahead.

If you have experience in general management and/or in HR, marketing or fundraising do get in touch.   We also seek a lead trustee on finance - please see separate announcement.

As a trustee, you'll share responsibility for:

• agreeing strategy and goals for Taunton Brewhouse
• appointing and setting salaries for senior management
• giving oversight and support to management
• paying attention to financial management
• ensuring due diligence in all regulatory matters including safe-guarding
• ensuring a robust approach to management of risk.

You'll attend Board meeting although much work is carried out in projects or committees.  You'll be an ambassador for Taunton Brewhouse and support our wider endeavours through attending press and community events.

There are 5 formal meetings pa held in evenings at Taunton Brewhouse.  Other meetings are generally in the day and are organised around the diaries of those involved.  We also aim for an annual 'away-day' to enable trustees time to reflect, plan and develop the organisation and themselves.

Please note that exceptional expenses are paid by prior agreement.

We aim to be in touch quickly both those who make a full application and those who prefer an informal initial discussion. 

Are you an experienced leader with a finance background and the passion for making a difference?

Rennie Grove Peace Hospice Care is seeking a Trustee and Honorary Treasurer to help guide the charity’s strategy including a focus on financial responsibilities. This voluntary role is ideal for someone with strong knowledge of accounting, audit and risk management who can balance strategic thinking with attention to detail. If you are a confident communicator with extensive financial experience and a desire to use those skills to support a local charity, we’d love to hear from you.

Your expertise, insight and judgment could make a real difference to the lives of the local people we support.

Role requirements:

• Extensive senior financial leadership experience
• Strong knowledge of accounting standards, audit and risk management
• Understanding of best practice in governance
• Exceptional communication, influencing and stakeholder management skills
• Strategic thinker with sound independent judgement 
• Commitment to the mission, vision and values of Rennie Grove Peace Hospice Care

The benefits of joining our Board of Trustees include:
• Professional recognition.
• Networking opportunities with fellow trustees as well as access to forums and communities of likeminded trustees at other organisations.
• Training and support to get the best out of the role.
• Career development: Diversify your experience and demonstrate leadership, governance expertise and commitment to public service.

Harry’s HAT is a UK-based charity focusing on paediatric hydrocephalus.

Our mission is to make life better for children and their families who are affected by hydrocephalus. We work towards this through:

1. Awareness: delivering workshops and training to help people understand paediatric hydrocephalus.

2. Research: supporting research and funding training for professionals in health, social care and related fields.

3. Signposting and support: helping families find organisations that can offer advice, guidance and peer support.

4. Campaigning for early diagnosis of the condition.

We are now recruiting a Governance Trustee to strengthen our Board and help ensure our governance framework remains robust as the charity grows.

The Governance Trustee will play a key role in supporting good oversight, strong policy development and effective decision-making across the organisation.

Key responsibilities of the role:

• Supporting the Board in maintaining strong and effective governance.

• Helping review and develop the charity’s policy framework, including safeguarding, governance, finance and operational policies.

• Ensuring policies are reviewed regularly, compliant with current legislation and embedded in day-to-day practice.

• Working closely with fellow Trustees and the CEO to ensure decisions reflect our mission, vision and values.

• Contributing to the work of the Fundraising and Risk Group, ensuring governance considerations inform the group’s discussions.

Attending and actively participating in:

• Six Board meetings per year (usually held on the third Sunday of every other month from 18:00–19:30 via Teams).

• Quarterly Fundraising and Risk Group meetings (1.5 hours, evening).

• Two 1-2-1 meetings per year with the Chair of Trustees.

• The charity’s AGM and any additional meetings or events as needed • Providing occasional input on matters raised by the CEO, Trustees, staff and volunteers.

• Acting as an ambassador for Harry’s HAT and representing the charity with professionalism and warmth.

#trustee #governance 

We are looking for one Trustee & Deputy Chair to join our Charity Trustee Board to support the Union through its next steps. A strong and active Board is crucial for us as we develop and implement our strategy, face challenges, maximise opportunities and endeavour to create an even better Union; one that continues to be flexible and agile enough to react quickly to the changing needs and interests of our student members and achieve our vision.

The Person

The right candidate will thrive in a student led, highly responsive environment and have an enthusiasm for supporting and guiding a student organisation. They will command confidence, have sound judgement and strong communication and leadership skills. We are looking for a trustee with the following skills/experience

Finance Experience: 

• Preferably financial experience from a charity outside of the SU sector
• Understanding of financial oversight
• Ability to interpret financial information to support strategic decision-making
• Awareness of charity finance and regulatory requirements

Chairing Experience: 

• Ability to deputise for the Chair, and chair meetings of the Board
• Ability to build a strong and effective working relationship with the Board of Trustees Chair
• Ability to foster, maintain and ensure that constructive relationships exist with and between the Trustees
• Assist and support the Chair in providing leadership to the Board, through the governance arrangements, and also acting as a ‘sounding board’ and confidante to the Chair in the execution of their role

Due to the current make-up of our Trustee Board, we are not actively searching for candidates with skills, knowledge and experience related to the Student Union and HE sector and we would welcome candidates from other sectors or regions to apply. That said, we would very much like to encourage anyone who feels that they could bring something to our Board to apply, regardless of experience - our purpose and values also lead us to welcome first time Trustees too!

We are strongly dedicated to embedding equality, diversity and inclusion (EDI) within our community and we are passionate about creating a welcoming and inclusive environment which supports everyone from recruitment through to appointment, regardless of your background. We welcome applications from all talented people and as part of this commitment, we are working to improve the diversity of our Trustee Board to ensure that it is as relevant and representative of our student community as possible and are actively encouraging applications from underrepresented groups.

Further Information

Application is via a comprehensive CV plus a supporting statement (of no more than two sides of A4) detailing why you are applying for the position and what requirements you meet to carry out the role

Do you have experience in digital and social media? Can you help us improve our communications and raise the profile of the work we do?

We are seeking an expert, creative Volunteer Digital and Social Media Lead. You will help us promote our programmes supporting people in prison and young people at risk of entering the justice system, as well as our Community Bike Shop, which funds and strengthens this work.

What you’ll do:

• Design and schedule engaging posts, stories, and reels across Instagram, Facebook, TikTok, and more to grow our audience.

• Develop strategies for viral campaigns and collaborations to boost awareness and donations and share your expertise with our team.

• Analyse metrics (engagement, reach, growth) and refine tactics based on what resonates.

• Create eye-catching visuals using tools like Canva.

• Update our website as required and make suggestions for improvements.

• Work with our expert Trustee to consider how we can use online retail platforms to sell our refurbished bikes.

What we’ll provide:

· Creative freedom within agreed priorities and tone of voice.

· Access to the right tools plus shared photos, stories and impact stats.

· A named contact, light-touch sign-off, and occasional check-ins to remove blockers.

Time commitment: we’ll agree a realistic scope with the right volunteer based on their availability.

Reasonable agreed expenses will be paid.

Thank you

Mark Flannagan
Chief Executive

About us

UpCycle, works with individuals in prisons and young people at risk in marginalised communities.  We use bicycle maintenance workshops to help build life skills, enhance employability, prevent offending and reoffending, and foster social reintegration.  We also offer lead rides, bike fit-it sessions and other ways to engage with vulnerable people.

In prisons

· We delivered 956 un-refurbished bikes and received back 768 refurbished bikes across eight prisons and one Young Offenders Institution, training over 238 individuals.

In the Community

· Over 1034 bikes were donated to our Community Bike Shop, of those we refurbished and distributed more than 612 to underserved communities locally and overseas.

· Workshops in Bradford engaged 361 participants in diverse cycling-related activities across the area.

· "Bike to the Future" and other initiatives reached 220 young people with more complex needs.

Settled is recruiting new trustees to join its Board and support EU citizens and Ukrainian refugees to access their rights in the UK. This is a voluntary role, open to first-time trustees and those with board experience. We are particularly interested in skills relating to finance, fundraising, governance, or equity, diversity and inclusion, as well as lived experience. Meetings are mainly online, with one in-person away day per year. Closing date: 5pm, Monday 2 February 2026.

Trustee Opportunity at Citizens Advice
Citizens Advice South Lincolnshire is seeking new trustees to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you’d join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Prior Board experience is not required.

We welcome expertise in digital media, finance, fundraising, HR, IT, law, marketing, PR, risk management, senior management, local government, or strategy.

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have six core skills:

● Insight into the organisation: considering CASL’s objects and its public benefit strategically

● Challenging constructively: clarifying facts; stimulating thought

● Analysing issues: being objective; evaluating risks; using evidence; planning ahead

● Weighing up opinions: using evidence; balancing long- and shortterm; prioritising value

● Interpersonal skills: communicating clearly; listening actively; supporting a healthy culture

● Confidence and self-awareness: collaborating with others; treating everyone with respect.

The Board also values specialist skills as assets among its members:

● experience or qualifications in:

 ‣ business or charity leadership

 ‣ equity, diversity and inclusion

 ‣ facilitation

 ‣ finance and accountancy

 ‣ human resources

 ‣ IT, AI or digital media

‣ law or governance

‣ local government

‣ marketing, PR or communications

‣ risk management, or

‣ strategy development

● past experience as a client or service user of this (or a similar) organisation

● a track record of charitable fundraising, or

● being an effective chair. 

Finally, competent trustees should have these six personal qualities to some extent, and demonstrate them in their behaviours:

● Committed - motivated, dedicated, persevering; plays an active role.

● Responsible - accountable, independent, reliable; accepts collective responsibility.

● Trustworthy - ethical, principled; is a critical friend and focuses on continuous improvement.

● Collaborative - team-oriented, approachable; builds relationships and seeks consensus.

● Confident - independent; contributes constructively and expresses opinions courageously.

● Thoughtful - curious, adaptable, open-minded; appropriately challenges the status quo

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.