Inclusive Boards are delighted to support Turn2us to find three trustees for their board.

Turn2us is a national charity that provides practical information and support to people facing financial shocks. They work alongside those who have experienced not having enough money to live on, to develop practical information and support that helps people cope with life-changing events such as job loss, illness or bereavement.

Turn2us aim to: 

• Deliver high-quality, practical programmes that include information and financial support so that people can build their own financial sustainability and thrive.

• Deliver even better impact for people facing financial hardship through the co-production of their work with experts who have lived experience, in collaboration with other organisations and through a dedication to insight, evaluation, learning and improvement.

• Build the profile of Turn2us and its work to reach people facing life-changing events and experiencing poverty, and secure support for the work.

• Develop our influence on policy, practice and public opinion, tackling the prejudice towards people experiencing poverty and insisting on their fundamental rights to access social security.

• Invest in our culture, systems, knowledge and skills. 

• Maximise our assets and secure income ethically to achieve impact.

Turn2us seeks to appoint three (3) new Trustees with any of the ONE following skills or experience: 

• Law 
• Governance 
• Safeguarding 
• An understanding of the poverty gap

Key Responsibilities and duties: 

• Trustees will work with the Chief Executive and leadership team to develop and agree strategic goals and objectives, and assess whether the management’s strategy to achieve them is reasonable in relation to the risks involved, the resources required and the benefits to be achieved.
• Monitor the charity’s progress towards the achievement of its strategic goals and objectives and monitor the impact of its activities on its beneficiaries.
• Ensure that all the charity’s activities are within its objects and within the law and relevant regulations.
• Think innovatively, critically, independently and strategically, with the ability and a proven track record of translating strategy into operational plans.
• Act in the best interests of the present and future beneficiaries setting aside any other interests you may have.
• Establish and, as necessary, review a clear framework of delegation to committees and the Chief Executive, monitor compliance with that framework and hold Committees and the Chief Executive accountable for the authority that has been delegated to them.

Term:

Trustees are appointed for an initial four year term with the opportunity to extend for a further four year period. The time commitment includes attending four Board meetings a year plus an away day and relevant committee meetings, averaging out at approximately one day a month.Board and Committee meetings are held in London, Hammersmith. 

How to Apply: 

If you wish to apply for this position, please go to the Inclusive Boards website and supply the following: 

• A detailed CV setting out your career history, with responsibilities and achievements. 
• A covering letter (maximum two sides) highlighting your suitability for the role and how you meet the person specification. Please note that the covering letter is an important part of your application and will be assessed as part of your full application.
• Please also provide details of two professional referees together with a brief statement of their relationship to you and over what period of time they have known you. (Referees will not be contacted without your prior consent.) 
• Diversity monitoring form – your data will be stored separately from your application and will at no time be connected to you or your application.

Northmoor Community Association are looking for a new Treasurer to join our proactive and friendly Board of Trustees.

Northmoor Community Association (NCA) is an independent charity run with an emphasis on relieving poverty, promoting health & wellbeing, advancing skills & learning and enhancing the quality of life for the people who engage with us. We have an open door policy; everyone is welcome to use our services.

Your financial expertise will help support and shape the work and strategic direction of our organisation and help us achieve our purpose to improve the lives of the most vulnerable within our community. We are a proactive and supportive team and offer the opportunity to be a valued member of our board and to give something back to the community using your financial skills.

We are a learning organisation, whose main objective is to meet the needs of the community in Longsight. You will join a collaborative and open team and contribute with your skills and experience to keep our high standards of service and commitment to our clients. We have been awarded a PQASSO quality assurance mark, which is a great achievement for a small organisation such as ourselves.

Role description

• Monitoring the financial standing of the charity
• Keeping oversight of budget control, cash-flow forecasting and the overarching strategic management of the organisation’s financial resources.
• Overseeing the charity’s financial risk-management process
• Reporting financial health to the board of trustees at regular intervals
• Monitoring policies and ensure they are compliant with financial regulations.

Person Description

• The Treasurer should have the following background/experience:
• Qualified accountant/financial knowledge
• Proven ability to communicate and explain financial information to the Board and other stakeholders
• Strategic and forward looking vision in relation to the charity?s objects and aims.
• Good financial management, analytical and evaluation skills
• Good communication and leadership skills
• Willingness to devote time to carry out responsibilities.
• Understanding and acceptance of the legal duties, responsibilities and liabilities of Trusteeship and adhering to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.

Desirable

• Knowledge and experience of charity finance

We are fully committed to increasing the diversity of our board of trustees. Having a more diverse board will help us to understand better the needs of the communities we serve. We would especially welcome applications from people from a variety of ethnic minority backgrounds who are currently under-represented on our board.

Time commitment

The Board meets 6 times a year for 1 1/2 hours in the evening and one AGM. The Treasurer will be expected to join the Business subcommittee.

How to apply

Applications must be submitted via Reach Volunteering in the first instance. Please submit your CV along with a covering letter stating why you wish to join the organisation, the skills and experience you would bring to the board and any other relevant information.

Zanzibar....a paradise island of white sandy beaches, azure sky and sea, coral reefs, famous for exotic spices and endless sunsets. Right? Sadly, for the 1.5 million people who live in Zanzibar, the daily struggle of life is a very different experience to the holiday brochure ideal.  For thousands, basic medical care that we take for granted and which can easily prevent early death is denied, due to lack of money, lack of trained staff and education of staff and patients. Health Improvement Project Zanzibar (HIPZ) is committed to working with the Zanzibari Ministry of Health to change this permanently. We are a small and highly effective charity that wants every person in Zanzibar to have access to the healthcare that they need. Working with Zanzibaris from grassroots to the Government, HIPZ is embedded in every level of the health system in Zanzibar as the positive catalyst for change. We run two District Hospitals in partnership with the Zanzibar Ministry of Health, with clinics covering the provision of a full primary care service, as well as pioneering programmes focusing on mental health, and maternal and infant health. Since our inception and despite being run primarily by volunteers in the UK, we have raised over £2m from grants, gifts and major donors, alongside a small number of loyal individual donors and key events. To date, this has enabled us to continue to grow and reach more of the Zanzibari population.

As we enter into a new and exciting growth phase for the charity, we are seeking additional Trustees to bring new ideas, new approaches and new skills to bolster our current Board capabilities. This is where you come in! We are looking to recruit three new trustees, in particular those with Finance, Global Health or Charity Governance experience. 

HIPZ welcomes people who share our values and have some of the skills, experience and personal qualities needed to play their part on our Board of Trustees. The position of Trustee carries legal duties and responsibilities and is a voluntary role, so we look for people who are passionate about, and committed to, the aims of our charity. Our Trustees have overall responsibility for the strategic, financial, operational, medical and commercial management of the charity.  They set the direction of the charity, make decisions on how to use our funds and monitor the progress we’re making towards our aims. HIPZ Trustees are also hands-on: whether that’s running Task and Finish groups and committees; helping to write the annual report; or offering advice to the staff team.

Who we are:

The National Autistic Society is here to transform lives, change attitudes and create a society that works for autistic people.

We transform lives by providing support, information and practical advice for the 700,000 autistic adults and children in the UK, as well as their three million family members and carers. Since 1962, autistic people have turned to us at key moments or challenging times in their lives, be it getting a diagnosis, going to school or finding work.

We change attitudes by improving public understanding of autism and the difficulties many autistic people face. We also work closely with businesses, local authorities and government to help them provide more autism-friendly spaces, deliver better services and improve laws.

Why we need you:

The charity has over 100 branches and groups, all run by volunteers, who provide local support to autistic people and their families. Every branch is different and so are the activities they provide – they may run parent support groups, adult social groups, children’s activities, conferences or focus on providing information or campaigning. However, no matter how big or small, all branches are hugely valued by the people in their local area

The Branch Treasurer role is vital to the running of the Branch as they look after all the finances. Without these roles, we would not have as many branches as we do.

What you will be doing:

• Set up the bank account with the Branch Chair
• Comply with all financial procedures
• Maintaining accurate records of money coming in (income) and money going out (expenditure) for the Branch.
• Maintaining accurate records for restricted funds (money that has to be used for a specific purpose).
• Managing and looking after the petty cash if it is required. This is a maximum of £50. Cash records of all money coming in and going out need to be maintained and the cash float needs to be secure.
• Providing prompt and accurate information on income and expenditure for NAS. A form (B1) with this information has to be sent to the Branch Finance and Admin Officer once a month with copies of supporting documentation.
• Countersigning cheques.
• Ensure all expenditure is properly authorised. This means checking who the money is being paid to, why it is being paid, and that the Branch Chair is aware of it
• Ensure the bank account does not go overdrawn. This means regularly checking the amount of money in the bank account and being aware if too much money is being spent and not enough is coming in. If the bank account is overdrawn, the Branch may have to pay a financial penalty.
• Attend branch committee meetings

Skills, experience, and qualities needed:

• Good understanding of money, bank accounts, and how to manage finances.
• Able to manage time and deadlines to ensure financial records are regularly completed.
• Confident in using a computer.
• Can complete spreadsheets/basic financial records accurately and clearly.
• Confident in communicating with Branch Chair.
• No previous history of bankruptcy
• Satisfactory references

When and where:

• Flexibility on days and the amount of time committed to the role. The majority of branch treasurers give around an hour a week but it depends how active the branch is.
• Home based (plus travel to branch committee meetings)
• To apply for this role, you must be local to the Branch which is based in Bingley.

Support:

• Designated support from the Branch Finance and Admin Officer.
• Guidance on various topics related to branch finance.
• Various training courses relevant to running a branch
• Expenses covered for attendance at any event organised by the branch support team.

What you could get out of it:

• Improve support to autistic people and their families in your local area
• Access free training and learn new skills
• Meet new people

We seek applications from anyone interested in the role, but particularly welcome applications from those on the autism spectrum.

You will be asked to attend some branch meetings and also have knowledge of the local area so we ask that you live locally to be able to do this role.

Do you have an interest in counselling?

Do you have professional qualifications / work history in finance? 

Want to get behind the scenes of a charity and be involved in shaping how it operates and use your skills to offer financial monitoring and support?

Then the role of a Treasurer with Bradford Counselling Services is for you.

Bradford Counselling Services (BCS) is a small well-respected counselling Charity in the heart of Bradford.

BCS is a Registered Charity set up in 1990 to provide confidential counselling for anyone over the age of 13 years old in Bradford and the surrounding areas. 

The role of a Treasurer along with the other Trustees is to:

With other trustees to hold the charity “in trust” for current and future beneficiaries by:

1. Ensuring that Bradford Counselling Services (BCS) complies with all legal and regulatory requirements as set out in the charities governing documents;

2. Ensuring that BCS has a clear vision, mission and strategic direction and is focused on achieving these;

3. Acting as guardians of BCS’ assets, both tangible and intangible, taking due care over their security, deployment and proper application;

4. Ensuring that BCS’ governance is of the highest possible standard 

5. To always act in the best interests of BCS, it’s staff, volunteers and beneficiaries.

Trustee meetings are held in Bradford the first Thursday of every month 18:00-20:00. 

Trustees will be asked, from time to time, to carry out pieces of work outside of monthly meetings such as policy reviews, research; work is distributed to those who are able and willing to take on extra roles as trustees.

Trustees don’t require any prior knowledge of counselling, experience of the charity sector would be beneficial. 

Our Time is a small charity with big ambitions. We are currently looking for a new treasurer to take over from our current incumbent who is retiring after three years in the role.

Our Time’s mission is to help the 3 million children and young people who have a parent with a mental illness. We work with local partners to deliver local multi-family workshops and in schools to equip them to recognise and address this vulnerability. Because this group is not recognised in any mental health policy at national level we are not commissioned, but have to finance our work through donations, grants and earned income. We have been successful in doing this for the last 12 years as our audited accounts will show. We are growing in reach and influence but there is still a long way to go to become sustainable in the long term. We need a treasurer who will support the board and the chief executive to ensure financial stability and sustainability by advising and guiding us in this effort.

We need a qualified accountant with experience, who is willing to support our board and finance manager by offering practical help in the form of assisting in the creation of long term organisational budgets and short term project budgets. We have in place a process for tracking and reporting on income and expenditure, reporting to the board through the finance committee. The Treasurer will need to provide support for funding bids when necessary. Because we are small and have limited resources we require a more hands-on approach than you would expect in a larger charity where there is a finance department. We do have a part time finance manager who maintains Quick Books to trial balance, pays suppliers and raises sales invoices, manages the bank accounts, creates and monitors project budgets.

The Role

The Treasurer has an oversight role covering all aspects of financial management, working closely with other members of the finance committee and the board to safeguard the organisation's finances.

In summary, the Treasurer is responsible for:

1. General financial oversight

2. Financial planning and budgeting

3. Financial reporting

4. Contributing to funding, fundraising and sales

Given these responsibilities, the Treasurer typically acts as an information and reference point for the Chair and other committee members: clarifying financial implications of proposals; confirming legal requirements; outlining the current financial status; and retrieving relevant documentation.

Responsibilities of the Treasurer:

1. General financial oversight

· Oversee and present budgets, forecasts and financial statements to the finance committee and board

· Liaise with designated staff about financial matters

· Ensure that appropriate financial systems and controls are in place

· Ensure that record-keeping and accounts meet the conditions of funders and statutory bodies

· Ensure compliance with relevant legislation

· Be a critical friend to the finance manager

2. Financial planning and budgeting

· Prepare and present budgets for new and ongoing work

· Advise on financial implications of strategic and operational plans

· Present regular revised financial forecasts

3. Financial reporting

· Prepare and present regular management accounts and reports on the organisation's financial position to the finance committee and board

· Prepare annual accounts for audit and liaising with the auditor

· Advise on the organisation's reserves and investment policy

4. Funding, fundraising and sales

· Contribute to the organisation's fundraising strategy

· Ensure use of funds complies with conditions set by funding bodies

· Ensure fundraising and sales complies with relevant legislation and is bound by effective financial systems and controls

· Ensure effective monitoring and reporting

· Ensure HMRC receives gift aid submissions at least annually

The time commitment is estimated at approximately 2 days per month which includes attending quarterly finance committee and separate quarterly board meetings plus a strategy away day each year. Time will be required to prepare finance committee and board papers, statutory accounts, liaison with the auditor and providing ad hoc financial advice etc. We will give the new appointee a good handover and induction where they will meet board colleagues, staff and volunteers as well as a handbook with expectations fully explained. You will get whatever support you need to take over this important role, and you will be joining a highly professional, dedicated team of people who are dedicated to the work we do for vulnerable children and their families.

Interviews will be held virtually due to COVID restrictions and we hope to have someone in place by end November, at the latest.

Closing date: 14th October 2020

Treasurer & Trustee

Interested in helping to run your local Citizens Advice?

Citizens Advice South Gloucestershire is a small charity that helps people resolve their problems, including benefits, debt, employment and housing. We provide free and independent advice. We helped 4,400 people with 13,875 issues last year. 

We are looking for a new Treasurer to join our Board of Trustees to help guide and advise us on the financial health of this organisation. Responsibilities include presentation of the management accounts at board meetings, and advising on the corrective action that may be required when difficulties arise. (The treasurer is not a book-keeper or accountant but should have a understanding of financial control and collective board responsibility).

We welcome applications from all sections of the community to enable us to have a diverse trustee board that reflects our clients and communities. 

The post of trustee is a voluntary one but all reasonable expenses are reimbursed. The role provides a great deal of experience and satisfaction, the opportunity to develop your skills and utilise your expertise and knowledge.

START: Students and Refugees Together is a charity that work in partnership with families, individuals and organisations to facilitate the transition of refugees from people in need to self reliant contributors to their local communities. START recognises the skills and experiences that refugees bring to the city. As a learning organisation, START uniquely utilises the student placement as a resource which together with the strengths and skills of the community, we work out what support is needed and how to achieve it.

START is looking for a Treasurer to join their board and oversee the financial standing of the charity. The Board of Trustees plays a key role in the functioning and success of the charity.  It sets the overall strategic direction and provides scrutiny to our processes and decisions. Trustees also ensure standards of governance are upheld as well as assessing business development, risk management and performance management. Our Trustees are key to ensuring we continue to make a positive difference to the lives of refugees.

Main Responsibilities

• Oversee the financial affairs of START to ensure that they are legal, fulfil the organisation’s constitution, and conform to accepted accountancy practice.
• Ensure that financial procedures are in place and that proper records are maintained.
• Liaise with the Management Team, and the Board of Trustees to ensure financial viability.
• Ensure that financial reports are presented at Board meetings covering balance sheets, cash flow, financial projections and fundraising activities.
• Oversee production of an annual budget and its adoption by the Board of Trustees.
• Ensure that proper records are kept and that procedures and controls are in place to cover; cheque signatories, purchasing limits and systems, petty cash/float, .salary payments including pensions, national insurance a PAYE.
• Acting as signatory or second authority to process payments against invoices, payroll advice, and expenses claims.
• Liaise with the Administrative Officer over the raising of orders for capital equipment and other major purchases.
• Liaise with the Administrative Officer over the preparation of audited accounts.
• Liaison with the Management Team and where appropriate external consultants over fundraising activities.

Person Specification

• Empathy with refugee and asylum issues. In depth knowledge of refugee and asylum issues would be desirable
• All Trustees must be 18 years and over and have excellent communication skills with the capacity to express themselves with authority
• Experience/background in financial management, accounting, commercial awareness and/or knowledge of charity SORP would be ideal, but a willingness to learn about charity finances is acceptable
• Have a commitment to the aims of START
• Have a willingness to devote the necessary time and effort, including attending Executive Committee and other necessary meetings
• Have strategic vision and be able to understand and assess risks
• Able to exercise independent judgement and take reasonable care, skill and diligence in their role on the Board
• Be willing and able to express their views and opinions and promote the success of START
• Understand and accept the legal duties, responsibilities and liabilities of trusteeship
• Be able to work effectively as a member of a team and to maintain good working relations.

Time Commitment

• The board meets every 3 months in Plymouth. These are usually held on Tuesdays 11am-1pm. We would expect Trustees to be able to attend most of these meetings and we can support digital attendance if needed.
• Business meetings are held every quarter if needed.
• Availability via phone or email to the Chair for advice from time to time.
• Attend ad hoc meetings with the fundraisers and management team

.

How to apply

Applications must be made via Reach in the first instance. Please provide your CV, along with a covering letter stating why you wish to work for the organisation, how your skills would add value to the board and any other relevant information.

PEOI, a provider of university level courses free of charge, seeks authors with a background in teaching or work experience, who would like to join a group of colleagues developing a course in Corporate Taxation and numerous other courses in national and international taxation subjects.
You are welcome to work on chapter text, cases, assignments, reading lists, summaries, class discussions, review and test questions, as well as research, examples, statistics and citations. All PEOI's course pages are in HTML. You will not be responsible for any HTML code, but only for the text in between. Content can be imported from open education resources, i.e. material that is not copyright restricted such as in Wikipedia or courseware at major universities. You must have the skills to locate and import such material.
Depending on your qualifications you may be called upon to grade assignments, monitor class discussions or answer student questions.
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An advanced university degree is required. Teaching at a university or work experience in a related field is desirable. You must possess advanced computer skills since all work is done online, and you must learn how to navigate PEOI's platform and master PEOI's online procedures. Please submit your CV. Once you have been selected, you must register at PEOI and show your qualifications. PEOI's courses are normally first written in English, therefore you must have studied these subjects in English.
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PEOI is a non-profit organization started in 1999, and now run by over 10,000 volunteers, that delivers complete university level courses online in eleven languages free of charge.
Help disadvantaged students and aspiring professionals improve their lives by giving them a university education and contribute to economic development of the country in which they live.

Volunteer as a Trustee with Straight Talking Peer Education and make a real difference to some of our most vulnerabe young people!

About us

Here at Straight Talking Peer Education we employ teenage parents as peer educators to educate young people about early parenthood and relationships, enabling then to make responsible choices and keep young people safe from harm. We are a small but growing voluntary organisation with ambitious plans for the expansion of our services. We are a registered charity operated as a company limited by guarantee. 

To help us grow at this exciting time, we are looking for experienced (including lived experience) members of the public to join our friendly Board. We are looking for up to three new members and are particularly keen to hear from people who have one or more of the following skills:

• Finance
• Fundraising with strong networks
• Marketing or PR 
• Research

Time Commitment

Our Board meetings are held every two months at our offices in Kennington between 6.30pm and 8.30pm.  On occasion, feedback and input on projects may be sought in between meetings.

Responsibilities

The Board is responsible for setting the strategy and policies of Straight Talking Peer Education and guides and supports the Chief Executive and her staff. Responsibilities include:

• Setting strategic priorities and feeding into and approving the three year strategy and budgets
• Approving annual plans and budgets
• Approving key policies
• Recruiting trustee board vacancies as needed
• Monitoring  and reviewing organisational performance indicators
• Keep informed of the ongoing challenges and performance of the organisation by reviewing reports to the board
• Help promote the organisation to potential supporters, service users and funders
• Representing the organisation in a positive manner

To apply , please send a CV and cover letter to Peter Glynne, our Chair of Trustees using the 'apply now' button in this page. We are looking forward to hearing from you!

About Barts Charity

Our Finance and Audit Committee sets the financial strategy that underpins our ability to fund vital healthcare innovation in the NHS. We fund ground-breaking medical research, state-of-the-art hospital equipment and innovative healthcare projects which the NHS could not otherwise afford.

We provide awards totalling £30m each year, making us a nationally significant healthcare funder. Our funding supports the patients of Barts Health NHS Trust (comprising St Bartholomew’s, The Royal London, Mile End, Whipps Cross, Newham and the Nightingale London Hospitals) with funds providing life-saving patient care and well-being support for staff.

We also fund medical research undertaken at the Barts and The London School of Medicine and Dentistry, part of Queen Mary University London, supporting medical breakthroughs in a wide range of areas including cardiology, trauma, HIV and COVID-19.

About the role

Our Finance and Audit Committee is responsible for the Charity's financial strategy, monitors the annual audit process and oversees compliance and risk management. We are looking for one or two new Committee members who will not also be Trustees, and therefore the time commitment is approx 2-3 days per year. This makes the role ideal for someone who wants to volunteer at a senior level but has other demands on their time, or who has not volunteered at this level before.

About you

We are looking for someone who has an accountancy qualification and experience of some of the following:

• Working in a senior financial role with understanding of financial strategy
• Working in a senior financial role with understanding of governance, compliance and risk management
• Audit practice in an accountancy firm, holding client relationships
• Explaining financial data and appropriate risk matters to a non-financial audience

We encourage applications from under-represented groups, particularly people from Black, Asian and Minority Ethnic communities, but also a broad age-range and people living with disabilities. We also welcome applications from people who have not been senior volunteers or non-executives before.

Application is by submitting CV and supporting statement.

Closing date for applications: 11 October 2020

By joining our Investment Committee, you will manage our portfolio to generate funding for vital healthcare innovation in the NHS. We fund ground-breaking medical research, state-of-the-art hospital equipment and innovative healthcare projects which the NHS could not otherwise afford.

We provide awards totalling £30m each year, making us a nationally significant healthcare funder. Our funding supports the patients of Barts Health NHS Trust (comprising St Bartholomew’s, The Royal London, Mile End, Whipps Cross, Newham and the Nightingale London Hospitals) with funds providing life-saving patient care and well-being support for staff.

We also fund medical research undertaken at the Barts and The London School of Medicine and Dentistry, part of Queen Mary University London, supporting medical breakthroughs in a wide range of areas including cardiology, trauma, HIV and COVID.

About the role

Our Investment Committee comprises investment experts of different types, whose role is to steward our investment portfolio currently worth about £450m. Their aim is to secure capital value, whilst also generating income and sufficient liquidity that the Charity can maintain grant awards at a significant level each year. Whilst we do also fundraise, our endowment is our primary source of income. We are looking for one or two new Committee members who will not also be Trustees, and therefore the time commitment is approx 2-3 days per year. This makes the role ideal for someone who wants to volunteer at a senior level but has other demands on their time, or who is maybe volunteering at this level for the first time.

About you

You will have investment management experience, being able to interpret investment performance, using market data to make investment recommendations. You will know how to present investment data to non-specialist audiences. You will have developed effective short and longer term financial and investment strategies and have current knowledge of financial regulatory requirements & best practices, with ongoing links to the investment management sector.

We encourage applications from under-represented groups, particularly people from Black, Asian and Minority Ethnic communities, but also a broad age-range and people living with disabilities. We also welcome applications from people who have not been senior volunteers or non-executives before.

Application is by submitting CV and supporting statement.

Closing date for applications: 11 October 2020

Lichfield Arts, an independent charitable organisation that has promoted music concerts, festivals and other events in Lichfield since 1974. The organisation plays a key role in Lichfield district’s thriving arts and creative community running five festivals and dozens of pop, jazz and blues and folk concerts each year.

Job Purpose:To oversee, on a voluntary basis, the financial affairs of the organisation, ensuring the finances are lawful and within accepted accounting practices and the organisation’s constitution

Main Duties and Responsibilities

• Report on the financial health of the organisation, including at monthly trustee meetings.  In so doing ensure the production of necessary financial reports, returns, accounts and audits.
• Contribute to the overall strategy by advising on financial implications of strategic plans.
• Oversee the production of an annual budget and thereafter monitor actual income and expenditure against it and advise on financial viability of the organisation.
• Ensure proper financial records are kept and that effective financial procedures and controls are in place.
• Oversee and operate the organisation’s bank account, including BACS payments (mostly electronic, with occasional cheques) to suppliers and staff.
• Use to pay tax, NI and any other deductions owed in relation to payroll.
• Manage the organisation’s VAT scheme, including by making quarterly VAT returns.
• Make annual returns to the Charity Commission.
• Liaise with the external accountants as required for them to generate the annual accounts.
• Prepare and present a financial report for the organisation’s monthly trustee meetings and annual AGM.
• Work alongside other trustees in areas beyond finance to ensure the ongoing health and development of Lichfield Arts.

Support will be provided by the Accounts Assistant and Office Manager, with the role focusing more on higher-level financial control and operating the bank account.

Location

The role can mostly be performed remotely, with occasional visits required to the office in Lichfield and to Trustee and other meetings.

Indicative Effort

Average 3 hours a week, varying across the year.  Most trustees additionally volunteer in areas beyond their specialism, such as to assist in running our concerts or festivals.

Experience Required

Mandatory:

Professional accounting, finance or similar qualification/experience.

Managing financial systems for an organisation, including accounts, budgeting, payroll and VAT.

Operation of relevant IT systems, including accounting systems, spreadsheets and online bank accounts.

Desirable:

Familiar with the Xero accounting system.

Experience of working in the charity sector.

An interest in music and the arts.

Personal Qualities Required

Enthusiastic, responsible, resilient, positive, diplomatic and a sense of humour.

Team player, able to work effectively with other trustees, staff, volunteers and external agencies.

Responsive to requests for input and committed to meeting required timescales, such as for monthly reporting and payroll.

Committed to the delivery and promotion of the arts in Lichfield.

Special Conditions

• The duties may involve accessing information of a confidential nature that may be covered by GDPR, be commercially sensitive or relate to client information. In such circumstances, confidentiality must be maintained throughout.
• The post holder must comply with Lichfield Arts' Equal Opportunities and Health and Safety Policies.
• Lichfield Arts reserves the right to vary the duties and responsibilities if/as the requirements of the role change.

Job Purpose: To oversee, on a voluntary basis, the financial affairs of the organisation, ensuring the finances are lawful and within accepted accounting practices and the organisation’s constitution

Main Duties and Responsibilities

• Report on the financial health of the organisation, including at monthly trustee meetings.  In so doing ensure the production of necessary financial reports, returns, accounts and audits.
• Contribute to the overall strategy by advising on financial implications of strategic plans.
• Oversee the production of an annual budget and thereafter monitor actual income and expenditure against it and advise on financial viability of the organisation.
• Ensure proper financial records are kept and that effective financial procedures and controls are in place.
• Oversee and operate the organisation’s bank account, including BACS payments (mostly electronic, with occasional cheques) to suppliers and staff.
• Use  to pay tax, NI and any other deductions owed in relation to payroll.
• Manage the organisation’s VAT scheme, including by making quarterly VAT returns.
• Make annual returns to the Charity Commission.
• Liaise with the external accountants as required for them to generate the annual accounts.
• Prepare and present a financial report for the organisation’s monthly trustee meetings and annual AGM.
• Work alongside other trustees in areas beyond finance to ensure the ongoing health and development of Lichfield Arts.

Support will be provided by the Accounts Assistant and Office Manager, with the role focusing more on higher-level financial control and operating the bank account.

Rethinking Economics (RE) is an international network of students, academics and professionals building better economics in society and the classroom. Our vision is of economies which serve people and the planet. Our purpose is to build a diverse movement of people who challenge, interrogate and renew the practice, teaching and application of economics. 

RE started as a student movement in 2012 and has since grown to become a registered UK charity (Charity no. 1158972) with a six-person staff team based in Manchester. Through a mixture of campaigning, events and projects, we support more than 100 student groups in 25 countries across the world, alongside thousands of supportive members of the public, to reform the university economics curriculum to make it more pluralist, critical and applicable to the real world. Over the next year we will be releasing a book on the lack of diversity in economics and working with our partners to grow the diversifying and decolonising economics movement.

Just a few of our highlights include featuring in the film Boom Bust Boom (now on Netflix), publishing 'The Econocracy', a book outlining our vision for economics, publishing a pluralist economics textbook 'The Rethinking Reader' with Routledge and organising the Festival of New Economic Thinking in Edinburgh in 2017 along with INET's Young Scholars Initiative and Netzwerk Plurale Ökonomik. Across the world we have held conferences that have brought together students, academics and the general public. Even with the current pandemic, we have successfully moved much of our organising online with a festival in July 2020 that gathered thousands of rethinkers together from all over the world and our videos were watched over 5,000 times across the festival by the attendees.

Our campaigning has achieved change. The University of Cambridge has introduced a new module on the history of economic thought and philosophy of economics, and other universities including Greenwich, Goldsmiths and Kingston have gone even further, fully reforming their curricula and introducing new degree programmes. Many universities and institutions, no longer debate ‘if’ we should change economics but ‘how’. We are frequently invited to input into discussions within campaigning circles but also in institutions like the Organisation of Economic Cooperation and Development and the Bank of England. 

We’ve achieved a lot as a young movement and we know that there is much more to do. We are looking for new trustees who can bring financial and organising expertise to our board. It is essential that applicants can demonstrate substantial charity or small business finance or  student organising or movement building experience (please see requirements below). 

Whilst we remain a student-powered network, our board of trustees retain ultimate legal responsibility for all aspects of the charity and therefore must ensure all our activities further RE’s charitable purpose and retain effective oversight and scrutiny. Becoming a RE Trustee is an exciting opportunity to provide guidance, support and oversight to an international student movement and ensure that its work is sustainable and effective in the future.

To serve on the board you must be able to attend quarterly trustee meetings (either in person or by video-conferencing, meetings alternate between London and Manchester), read detailed papers and policy documents, act as a personal mentor to a member of staff and serve on a board subcommittee. Roles are non-remunerated and require 1-2 days commitment a month. Please note that this role is unpaid but all expenses e.g. travel, will be reimbursed in line with our Expenses Policy.

Statutory Duties

• To ensure that Rethinking Economics complies with its governing document, charity law, company law and any other relevant legislation or regulation;

• To ensure that Rethinking Economics pursues its charitable purpose as defined in governing documents;

• To contribute actively to the board of trustees’ integral role (in collaboration with staff and student organisers) in setting the strategic direction of the organisation, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.

• To safeguard the good name and values of Rethinking Economics;

• To ensure the effective and efficient administration of Rethinking Economics;

• To ensure the financial stability of Rethinking Economics;

• To support the co-Directors and wider staff team. 

We are looking for people who have:

• A commitment to the objectives and values of Rethinking Economics;

• An understanding and acceptance of the legal duties, responsibility and liabilities of trusteeship;

• Good, independent judgement

• An ability to think creatively

• The courage and willingness to speak their mind;

• A willingness to listen, reflect and respect others’ points of view;

• An ability to work effectively as a member of a team.

Finance/Operations:

This role would work closely with the Co-Director and Operations and Finance Coordinator to review and monitor RE’s financial performance and prepare accounts.

Responsibilities:

• Reviewing and monitoring RE’s financial performance

• Ensuring RE prepares and files proper accounts

• Ensuring that RE has robust and effective financial controls in place

• Appraise the financial viability of projects, plans, proposals and other initiatives which may have a financial or structural implication.

• Oversee the production of regular forecasts, an annual budget and a long term financial plan, in partnership with the Operations Officer and the Finance and HR Committee.

Qualities:

• It is essential that this trustee is able to understand and interpret routine financial data and has financial or accountancy qualifications or experience

• Good understanding of financial controls and the legal responsibilities of Trustees in relation to RE’s financial health / financial reporting.

• Prior experience of charity finance and fundraising.

• Desirable:

  • Experience of Xero software

  • Experience of Economics Education at University Level

  • Experience of working in higher education (ideally in Economics or related subject) 

Student Organising/Movement Building

This role would work closely with the Co-Directors  to build out RE’s network, using the most inclusive organising and movement building strategy. We are looking to improve our practice in terms of challenging systemic racism and colonialism in the economics discipline and especially welcome applicants with experience/interest in this area

Responsibilities: 

• Work closely with the Co-Directors on RE’s strategy and the implementation of that strategy to maximise the number of students joining the movement. 

Qualities: 

• Experience of student organising and movement building

• Experience of challenging systemic racism and/or colonialism in the academia, especially within economics discipline or the majority world

• Desirable:

  • Experience of Economics Education at University Level

  • Experience of working in higher education (ideally in Economics or related subject) 

Rethinking Economics is committed to providing equal opportunities for everyone regardless of their background. We acknowledge that people from certain backgrounds are under-represented in progressive movements and we’re committed to doing what we can to correct this. We are also looking to improve our practice in terms of challenging systemic racism and colonialism in the economics discipline and especially welcome applicants with experience/interest in this area. 

We are particularly keen to receive applications from Black, Asian and minority ethnic people; people with disabilities; people who identify as being LGTBQIA; people who have a mental health condition; and people who identify as working class or have done so in the past. 

To apply please send a CV and cover letter to recruitment [at] rethinkeconomics [dot] org with the headline ‘Trustee application’ and either of ‘financial’ or ‘student organising’. Applications should be made before midnight on Sunday 27th September 2020. Please mention how you meet the specified criteria and explain briefly how you can demonstrate the qualities outlined above. Interviews will be held in London or Manchester or via video conference w/c 5th October 2020.