Treasury accountant volunteer roles

The role of a Treasurer is an unpaid, voting role sitting on the UK Board of Trustees and reporting to the Chair of Trustees. In line with our policy, all trustees initially start in a non-voting advisor role to ensure that both they and the board are happy to formalise the trusteeship before transitioning to a full voting trustee position.

The Treasurer will work with the UK Operations Manager and the UK board of trustees to share the responsibility for overseeing the financial health and sustainability of Sreepur Village and will liaise with the Overseas Director based in Sreepur Village.

Treasurer Role

· Oversee the financial affairs and ensure they are legal, constitutional and within accepted accounting practice 

· Review the appointment of new auditors and work to ensure financial reports are clear and timely 

· Hold monthly budget review meetings with the UK Operations Manager to oversee accounting and financial controls

· Ensure appropriate risk management is in place and is reviewed by the board on a regular basis

· Introduce new financial forecasting and reporting systems and ensure protocols and processes are appropriate

· Be main point of contact with the investment fund managers and oversee investment policy

Governance Role

• Contribute to the strategic planning process
• Be an ambassador for Sreepur Village representing the organisation and linking it to its stakeholders.
• Attend at least three meetings a year (virtual or in person) or as advised by the Chair of Trustees if the number of meetings changes.
• Attend or host fundraising events, where possible.
• Respond to emails and other correspondence within five working days or an agreed time frame

Who We Are

ExtraCare is a registered charity established in 1988. Our vision is better lives for older people, and our mission is to create sustainable communities that provide homes older people want, lifestyles they can enjoy, and care when it is needed.All surpluses generated by the organisation are reinvested to improve the lives of our residents. We have no shareholders and are governed by an unpaid Board of Trustees.

ExtraCare is the UK’s leading not-for-profit developer of housing for people aged 55 and over. We operate 14 retirement villages and four smaller retirement schemes, supporting more than 4,329 residents across 3,778 homes.

To support our work, we operate a subsidiary company, ExtraCare Retail Limited, which runs charity shops and donates its profits to the charity. Additional income is generated through fundraising activities.

The Role
This is an exciting opportunity to join the Board of ExtraCare Charitable Trust at a time of continued growth and impact.

Our Trustees work collaboratively, bringing energy, insight and constructive challenge to support the organisation’s mission of improving the lives of older people and creating vibrant communities. With the Trust in a strong position and preparing for its next corporate plan, new Trustees will play an important role in helping to shape future strategy and supporting the organisation’s long-term sustainability and success.

We are seeking two new Trustees to join the Board as part of our ongoing Board development. Through these appointments, we are looking to strengthen the Board’s expertise in key areas that will support the Trust’s continued growth and governance.

Trustee – Finance and Treasury
For one of these roles, we are particularly seeking significant experience in treasury and financial management. This includes a strong understanding of treasury strategy and oversight, alongside experience in financial management, financial reporting and control systems.

The successful candidate will help provide robust scrutiny and guidance on the Trust’s financial position, supporting the Board in ensuring long-term financial resilience and sustainability.

Trustee – Social Housing and Housing Services
For the second role, we are looking to bring deeper expertise in social housing and housing services. We welcome candidates with experience in the social housing sector, including a strong understanding of the regulatory framework and the management and delivery of housing services.

This knowledge will support the Board in overseeing our housing provision, ensuring high standards of service, strong regulatory compliance, and the continued development of thriving communities for older people.

We are committed to ensuring that our Board reflects a broad range of perspectives and experiences. We warmly welcome applications from individuals from diverse backgrounds and particularly encourage applications from those who may be underrepresented on charity boards, and who can bring additional insight and lived experience to our governance.

For further details about the organisation, the role description, and the person specification, please download the Candidate Briefing Pack.

How to Apply
If you are interested in applying for this role, please provide:
•  A comprehensive CV, including your recent achievements and the details of two referees
•  A supporting statement outlining your motivation for applying (maximum one side of A4)

For a confidential discussion about the role, please contact: Melissa Baxter – Managing Partner, Charities

Closing date for applications: Monday 13 April 2026
Interviews with ExtraCare Charitable Trust: Thursday 30 April 2026
Interviews will take place at a location in the Birmingham region.

We look forward to receiving your application.

The Deputy Treasurer aids the Treasurer in fulfilling their duties. The Treasurer is responsible for overseeing financial strategy, governance, and compliance. The Treasurer role exists to ensure that the Pagan Federation’s finances are kept in good order and that we remain a financially sustainable organisation which supports its members effectively and meets its aims and objectives. This also includes ensuring that the PF meets its statutory obligations by submitting annual returns and accounts to the Charity Commission, and advising the Board on financial matters. This is a critical role which requires a financial background, preferably in non-profit/charity accounting. The Deputy Treasurer also aids the Treasurer in managing a team of treasurers who each maintain and keep appropriate financial records for individual teams within the Pagan Federation. 

Your line manager is the Treasurer.

You must not have an IVA, bankruptcy or conviction to apply for this role.

You will help the Treasurer to:

• Lead on financial strategy, ensuring alignment with the charity’s objectives and sustainability. This includes overseeing the production of an annual budget and propose its adoption at the last meeting of the previous financial year. 
• Ensure the charity has an appropriate reserves policy and finance manual.
• Liaise with relevant staff, trustees and/or volunteers to ensure the financial viability of the organisation and that all record keeping is kept in accordance with relevant legal requirements.
• Make trustees aware of their financial obligations and take a lead in interpreting financial data to them.
• Regularly report the financial position at trustee meetings (balance sheet, cash flow, fundraising performance etc).
• Monitor financial risks and recommend mitigation strategies 

Ensure compliance with specific legal and regulatory requirements including the submission of annual returns and accounts to the Charity Commission.  This includes:

• Overseeing the preparation of the annual report and accounts in line with charity law.

• Ensuring the annual report and accounts are independently examined or audited as required

• Timely submission of annual report and accounts to the Charity Commission

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
   

You will also:

• Appraise 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(s) 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.

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

• Raise invoices for paid services provided by us, i.e. advertising space in Pagan Dawn.

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

• Provide training and guidance on financial procedures and compliance

Clean Break is looking to appoint a Treasurer to deliver the organisation’s mission through good governance, fit for purpose financial systems and deliverable financial plans through strong partnership working with staff and trustees.

The Treasurer plays a key role in the organisation, working closely with Clean Break's Co-Chairs, the Executive Director (Interim), the Head of Finance & Operations, and fellow Trustees.

This is an important and rewarding role, which will make a significant contribution to Clean Break's mission and support our strategic delivery.

The main responsibilities of the Treasurer include:

• Chair the Finance Committee and provide regular reports to the Board of Trustees.
• Collaborate with the Co-Chairs and Executive Director to ensure that the Board is empowered to fulfil its financial responsibilities in an informed and timely manner.
• Work with the Executive Director and Head of Finance & Operations to ensure that the charity’s finance and risk management systems are fit for purpose.
• Work with the Executive Director and Head of Finance & Operations to develop and test robust financial plans and to monitor progress against the agreed plans.
• Provide support and, where appropriate, professional development opportunities for the Head of Finance & Operations and other finance staff.

To find out more about the role and apply, please download our Information Pack.