Finance management volunteer roles

ABOUT THE ROLE

This is an exciting time for the Helen Bamber Foundation as we continue to grow our impact and strengthen our services for survivors of torture, trafficking and human cruelty, as well as those seeking protection. Our work is more crucial than ever as we advocate for vulnerable individuals within a challenging and evolving global landscape.

This year, we are looking to recruit a Trustee and Chair of the Finance and Fundraising Committee to replace the current postholder, who is retiring from the role. This is a key position within the Helen Bamber Foundation’s Board of Trustees, providing oversight of the charity’s financial health and helping to ensure strong financial governance.

Working closely with the CEO of the Helen Bamber Foundation, the Director of Finance and Governance, and the Board, the Trustee will support strategic decision-making by ensuring that trustees have clear and accurate financial information and that the charity operates with robust financial controls. The role also plays an important part in helping the Board balance ambition and growth with responsible financial stewardship.

As a Trustee, you will be part of a small team of volunteers who are collectively responsible for developing and guiding the strategic direction of the charity and supporting its long-term stability.

Full details are available in the Recruitment Pack.

HOW TO APPLY

If you would like to apply for the role of trustee and Chair of the Finance and Fundraising Committee, please submit your CV and a short statement.

Your statement should then address the following three questions:
1.What is the main thing that interests you about applying for the role of trustee and Chair of the Finance and Fundraising Committee?
2.What is the particular skill (or skills) you have that you feel would be beneficial to this role? Please relate your answers to (1) and (2) to the information in this pack about Helen Bamber Foundation and the skills we are looking for.
3.Do you have any previous experience of working with a charity board in particular or supporting a charity in general? If you do, please let us know what this was.

The questions can be responded to in one of four different ways:
1.Written A4 (No more than 2 sides of A4)
2.PowerPoint (No more than 3 slides)
3.Audio recording (No more than 5 mins)
4.Video Recording (No more than 5 mins)

If you would like to submit your application using these methods, please email us.

Please apply upload  your CV and statement by 10am on Monday 14th September
If you would like to get more information about the role - or talk to the Chair of Trustees at Helen Bamber Foundation, Adam Epstein - before you express an interest in our trustee position please contact Hannah Padfield, Director of People (details on our website).

TIMELINE

Closing date: 10am on Monday 14th September
Preliminary interviews (online): Wednesday 23rd September
Final panel interviews (in person): Friday 9th October

EXPERTS BY EXPERIENCE SUPPORT

We are also proud to be a member of the Experts by Experience Employment Network , which aims to increase representation of people with lived experience in the charitable sector.

If you are an expert by experience (a refugee or a migrant with direct, first-hand experience of issues and challenges of the UK asylum or immigration system), you can ask for an independent and confidential support for your job application from the Experts by Experience Employment Network and access other information and resources at their website.

Are you looking for a rewarding volunteer opportunity where you use your financial skills to help improve the lives of vulnerable animals in your community?

The RSPCA Buckinghamshire South Branch is seeking a committed and enthusiastic volunteer to join our trustee team as Branch Treasurer.

About Us

The Buckinghamshire South Branch is an independently registered local charity operating within the wider RSPCA network. Our branch focuses primarily on rescuing, rehabilitating and rehoming cats, rabbits and guinea pigs across South Buckinghamshire.

Like many local RSPCA branches, we rely heavily on volunteers, donations and fundraising to continue supporting animals in need.

About the Role

As Branch Treasurer, you will provide strategic financial oversight and help ensure the Branch remains financially sustainable, well-governed and compliant with charity finance requirements.

Although many day-to-day financial activities are managed operationally by the Finance Manager, the Treasurer plays an essential oversight role in ensuring the charity’s finances are managed correctly, transparently and legally.

Working closely with fellow trustees, the Finance Manager and the Head of Branch, you will:

• Monitor budgets and financial performance
• Review financial controls, governance and compliance
• Provide financial insight and assurance to the trustee board
• Help oversee annual accounts, VAT returns and Gift Aid claims
• Support longer-term financial planning, reserves and risk management
• Contribute to strategic decision-making as part of the trustee board

What We’re Looking For

This role may particularly suit a qualified accountant, finance professional, finance manager or retired finance leader seeking a meaningful volunteer opportunity. 

We would particularly welcome applications from people with:

• Experience in finance, accounting, financial management or financial governance
• Strong analytical skills and attention to detail
• The confidence to review and challenge financial information appropriately
• The ability to communicate financial information clearly to non-financial colleagues
• A collaborative and positive approach
• A passion for animal welfare
• Previous charity finance experience would be beneficial but is not essential.
• A recognised financial qualification (such as ACA, ACCA or CIMA) would be advantageous, though not required.

Time Commitment

• Monthly trustee meetings (typically 2–3 hours)
• Some additional flexible volunteer time between meetings

What You’ll Gain

• The opportunity to make a direct impact on local animal welfare
• Valuable charity governance and leadership experience
• Trustee training and ongoing support from the RSPCA
• The chance to develop new skills and expand your professional network
• A rewarding role working alongside passionate and like-minded volunteers

Practical Information

• Trustees must be aged 18 or over
• You will need to become a Branch member before election as a trustee
• Reasonable expenses are reimbursed
• References and trustee eligibility checks are required

Interested?

This is an opportunity to play a vital role in supporting local animal welfare while helping guide the financial sustainability and governance of a respected and much-loved local charity.

We are also keen to hear from individuals with fundraising, marketing or communications experience who may be interested in joining our trustee team and supporting the future growth and visibility of the Branch.

Could you use your financial expertise to help shape the future of a community-focused charity, at a pivotal moment of change?

Voluntary Action North Somerset (VANS) is an established infrastructure charity supporting, connecting and championing voluntary and community organisations across North Somerset and beyond. With a strong local reputation and a clear ambition for the future, VANS plays a vital role in strengthening communities by bringing organisations together, amplifying collective voice, and enabling others to deliver impact.

We’re looking for a new Finance Trustee to help ensure the charity remains financially resilient, sustainable and well-positioned for long-term growth.

Location: Based in North Somerset, working across the South West and beyond
Remuneration: Voluntary, with expenses covered
Time commitment: Approximately 1–2 days per month. Currently, 4 Board meetings and 2 Development Days per annum, 4 Finance Committee meetings, plus occasional ad-hoc meetings, preparation and support around budgeting, annual accounts and financial planning.

About the opportunity

You'll join a committed Board and work alongside the Chief Executive, Finance Committee and external finance support to help oversee the charity's financial health and sustainability.

As Lead Finance Trustee, you'll also chair the Finance Committee, helping to ensure robust financial oversight, effective governance and informed decision-making.

You'll play a key role in:

• Providing strategic financial oversight and assurance to the Board
• Supporting long-term financial sustainability and organisational resilience
• Chairing the Finance Committee and strengthening financial governance
• Ensuring financial information is accessible for non-financial trustees
• Supporting budgeting, forecasting, reserve management, risk oversight

About you

We're open to different backgrounds and pathways into this role. You may already be a Finance Trustee, Treasurer or Finance Committee Chair, or you may be a senior finance professional looking to take on your first board-level governance role. What matters most is your ability to provide relevant strategic financial leadership and support effective decision-making.

We're particularly interested in people who can:

• Bring a recognised accountancy qualification and strong financial management experience
• Interpret financial information and translate it clearly for non-financial audiences
• Support strategic thinking around growth, sustainability and income diversification
• Balance scrutiny and challenge in a collaborative and supportive way
• Operate confidently at both a strategic and governance level

Previous charity trustee experience would be welcome, but is not essential. Experience of charity finance, accounting regulations and SORP is also highly valuable.

How to apply

A CV or short profile is a great first step. We'd also welcome an informal conversation if you'd prefer to ask some questions first. Amelia Lee at Charity People is leading this search.

Deadline: Applications are being reviewed on a rolling basis. If you feel this approach disadvantages you in any way, please get in touch with Amelia, who will ensure you are given full and fair consideration and do not miss out.

Charity People is a forward-thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background, including age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe greater diversity leads to greater results for the charities we work with.

We are seeking a Finance Trustee to join our Board of Trustees*.  You will have:

• Strong senior-level knowledge of investment management (equities and fixed income)
• Experience setting investment strategy and overseeing financial risk
• An analytical and questioning mindset, with confidence to provide constructive challenge
• Experience supporting long-term financial sustainability and governance.

You will also have empathy and understanding of disability-related issues, or a strong commitment to learning. Bring integrity, sound judgement and strategic thinking.

Why join us?

This is an opportunity to use your financial expertise to make a meaningful, lasting impact. As a Trustee, you will contribute strategic insight, sound judgement and compassionate leadership to help ensure the Trust continues to meet the changing needs of its beneficiaries.

About Us

The Thalidomide Trust is a unique organisation supporting beneficiaries, now all in their 60s, born with disabilities as a result of their mother taking the drug, thalidomide, during pregnancy. 

They are a remarkable group of people, who have achieved a great deal despite often living with extreme levels of disability, including limb damage, hearing and visual impairment, brain and sensory impairment and damage to internal organs.

Our beneficiaries have very complex and varied needs which are increasing as they age. We have gained an in-depth understanding of their evolving needs through our high level of contact with beneficiaries and our structured programme of three-yearly Holistic Needs Assessments (HNAs).

Commitment

• This is a voluntary role, but reasonable expenses incurred will be reimbursed.
• London / St Neots / Hybrid
• You should be willing and able to devote approximately 15 – 20 days (plus travel time) per annum to the Trust. Specifically, be available to attend three full day board meetings and one morning virtual meeting as well as Finance Committee meetings. There may be various projects, webinars and/or events throughout the year, and availability to remotely authorise transactions and documents on an ad hoc basis (with reasonable notice) is required.

Interested?

If you have the skills, experience, and motivation to help shape the future of the Trust, we would love to hear from you.

More information:

• No contact from agencies or media sales.
• We particularly welcome applications from the BAME community and people living with disabilities.

Application deadline: Wednesday 30 September 2026 at 9am

Date for Interview: Tuesday 20 October 2026 (Central London)

* Following a restructuring exercise in January 2018, your formal title will be a Director of the Thalidomide Trust Company. However, you will operate as a charitable Trustee and will be governed by the Charity Commission.

Opportunity: Chair of the Finance and Risk Sub-committee, Board of Trustees

Open School East is at a pivotal moment in its development and is seeking a Chair of the Finance and Risk Sub-committee to help shape its next chapter.

Deadline for applications: Wednesday 30th September 2026

We are interested in hearing from candidates with expertise in:

• Finance: A person with experience in finance management or accounting, with the capacity to provide a strategic overview of finances, ensuring viability, compliance with relevant legislative frameworks, effective use of resources and ensuring that proper financial records and procedures are maintained.

We are especially keen to hear from people with knowledge of, or an interest in, education and the arts. By committing your time and expertise to our two meetings a quarter (full Trustee meeting and Chairing the Finance and Risk Sub-committee meetings), you can become part of a leading arts education charity, making a real difference to emerging creatives of all ages and from all backgrounds.

We also warmly welcome people who bring lived experience of the barriers OSE seeks to dismantle including people of colour, disabled people, those from working class backgrounds, or people with experience of marginalisation in the arts or education sectors.

‍Role Overview

250 million children under 5 years old across the Global South miss out on the care, play and stimulation they need during the most important years of their lives. Governments increasingly recognise the importance of early childhood development, but many struggle to find approaches that are affordable, scalable, and sustainable.

Lively Minds believes the solution is hiding in plain sight: parents.

For almost twenty years we have worked alongside governments and communities to develop and test a parent-powered approach that enables families, regardless of their income or level of education, to give children the best possible start in life. We have shown that this approach can be successfully integrated into government systems and delivered at scale. In Ghana alone, our model has been adopted nationally, reaching more than 700,000 children and supporting over 130,000 parents. Independent research found participating children made developmental gains equivalent to an additional year of schooling.

Having demonstrated what is possible, we are now entering an exciting new phase.

Rather than operating as a traditional programme delivery organization, Lively Minds has evolved into a specialist technical assistance partner. We work alongside governments to design, test, and scale parent-powered early childhood development within national education systems, building the capability, evidence, and implementation approaches that enable governments to lead sustainable, long-term change.

Today we support governments in Ghana, Uganda, Ethiopia, and the Gambia, with partnerships in development in Togo and Senegal. Our ambition is to help many more governments transform early childhood development over the coming decade.

This is an opportunity to help shape not only the future of Lively Minds but also how governments across the Global South deliver early childhood development for generations to come.

We are looking for a finance trustee who shares that ambition and can help ensure we have the financial stewardship, strategic judgment, and governance needed to achieve it.

The Opportunity

This is not a traditional finance trustee role

Lively Minds is at an important strategic inflection point. As we expand our technical assistance model across multiple countries, we are asking new questions about organisational sustainability, financial resilience, growth, risk, and investment. We are looking for someone who enjoys helping ambitious organisations navigate those questions.

As finance trustee, you will bring independent judgment, financial expertise, and constructive challenge to the Board. You will help ensure we remain financially strong while enabling the organisation to pursue ambitious goals responsibly.

Working closely with the chair, CEO, COO, and finance director and chairing the finance & audit committee, you will help the board make confident, well-informed decisions about the organisation's future.

You will join a board that believes its role is to help the organisation realise its potential. That means asking difficult questions, opening doors, sharing expertise, encouraging innovation and supporting the executive team to succeed, while respecting the principle that the Board governs and management manages.‍

Key Responsibilities

As Finance Trustee you will help the Board to

Provide financial stewardship

• Act as a trusted sounding board to the FinanceDirector
• Help strengthen financial reporting and governance where appropriate
• Share expertise and experience that builds organisational capability
• Chair the Finance & Audit Committee and oversee the charity's financial health and long-term sustainability
• Review financial performance, budgets and forecasts
• Oversee the annual audit and approval of statutory accounts
• Monitor reserves, financial controls and risk management
• Ensure resources are used effectively and deliver value for money

‍

Strengthen strategic decision-making

• Bring financial insight to discussions on strategy, growth and organisational development
• Help assess the financialimplications of major strategic decisions and investments
• Support the Board in balancing ambition with affordability and risk
• Contribute to discussions on the long-term financial model needed to support international growth

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Support organisational capability

• Act as a trusted sounding board to the FinanceDirector
• Help strengthen financial reporting and governance where appropriate
• Share expertise and experience that builds organisational capability

Contribute as a Trustee

Like all trustees, you will contribute to the overall leadership and governance of Lively Minds, participating fully in board discussions on strategy, organisational performance, risk, people, and governance. We also expect trustees to champion the organisation actively, using their networks, credibility, and relationships to open doors, support fundraising, strengthen partnerships, and increase Lively Minds' visibility in the spaces where it matters most. The Board governs rigorously and champions energetically; we are looking for trustees who are ready to do both.

‍

Candidate Profile

Who we are looking for

We are looking for someone who combines strong financial expertise with strategic curiosity and a commitment to our mission.

You will probably have:

• A recognised accounting qualification (ACA, ACCA, CIMA, or equivalent)
• Senior financial leadership experience
• Excellent financial and commercial judgement
• Experience of financial planning, audit, controls and risk management
• The confidence to provide constructive challenge while building positive relationships
• An understanding of good governance and the respective roles of trustees and management
• The ability to think strategically beyond finance alone

Desirable Experience

Experience in one or more of the following would be particularly valuable:

• Charities or social purpose organisations
• International development
• Technical assistance or advisory organisations
• Scale-ups
• Institutional funding or grant finance
• Working with governments or public sector organisations

Most importantly, we are looking for someone who is excited by our mission and motivated by the opportunity to help build an organisation capable of transforming early childhood development at scale.

Time commitment

The expected commitment is approximately one to two days per month.

This includes:

• Four Board meetings each year
• Four Finance & Audit Committee meetings each year
• Preparation for meetings
• Participation in the annual budget and audit cycle
• Occasional advice and support between meetings

Meetings are primarily held remotely, with occasional in-person meetings.

The role is voluntary and unpaid, although reasonable expenses will be reimbursed.

Equity, Diversity & Inclusion

We believe stronger boards are built through diversity of experience, perspectives, and backgrounds.

We particularly welcome applications from people with lived or professional experience in the countries and regions where we work, and from groups currently underrepresented on charity boards.

We are committed to making our recruitment process accessible and will make reasonable adjustments wherever needed

Application Instruction

Why become a trustee at Lively Mind

‍ If  are motivated by using your financial expertise to help governments transform the lives of millions of children, we would love to hear from you.

 Please send:

• Your CV (or short professional biography)
• A covering letter explaining why you are interested in joining the Board of Lively Minds and what you would bring to the role.

Timeline:

Closing Date: 15 August 2026

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Growing Hope Maidstone champions accessibility and provides free therapy for children with additional needs and their families in partnership with local churches. We aim to bring hope to children through providing free therapy. We grow hope for families where hope has been lost due to isolation and rejection through our free courses and workshops, and more. We share hope in Jesus, because he brings hope even in the most difficult situations.  The trustees board is responsible for the governance of the local charity and supports the clinic in delivering its charitable objectives. The Finance trustee will support the Clinic Manager in delivering the Charity’s mission and vision, ensuring our culture of collaboration, curiosity and innovation continues. Trustees may act as a spokesperson and ambassador for the clinic where appropriate.

The Finance trustee will be responsible for advising on the budget and ensuring that payments are made as expected.
They will be expected to liaise with the Finance Officer who runs the day-to-day processes for Growing Hope. They will be required to give a quarterly update to the trustees as to the financial position of the charity (supported by reports provided by the Finance Officer). The role will also involve either running gift aid claims or sourcing a volunteer to do this.

Trustee Role Requirements

• Committed Christian
• Attending Trustee meetings on a quarterly basis (once every three months)
• Ability to work collaboratively and strategically
• Experience of charity governance or a willingness to learn
• Expertise in the area of finance and budgeting
• Commitment to champion the local Growing Hope clinic, offering ongoing support of the Clinic Manager by attending fundraising events and being an ambassador for the charity where appropriate
• The role could also include helping to gather additional support through volunteers, offering additional time to help with grant writing, event organising and similar roles where appropriate
• The role could also include helping to gather additional support through volunteers, offering additional time to help with grant writing, event organising and similar roles where appropriate

About Growing Hope
Growing Hope was founded by Dr Naomi Fox who started the national charity and the first local clinic in Kings Cross in February 2018. Knowing how desperate families are for support, Growing Hope bridges the gap between the need and availability of therapy services. Growing Hope national charity provide support, structures, services and training to local Growing Hope clinics and have a vision to set up twenty clinics in partnership with local churches by 2030.
 

Context
Growing Hope Maidstone is set up in partnership with St. Luke’s Maidstone and seeks to be a collaborative venture with other local churches. The clinics provide free therapy services for children and young people with additional needs and their families living in the local area. The aim is to provide a holistic service which supports parents, carers and siblings - as well as the children and young people themselves. Growing Hope Maidstone currently offers Art Therapy and Speech and Language Therapy.

Accounting for International Development is seeking an experienced charity finance professional to support a UK-registered charity working internationally to strengthen responsible, low-impact small-scale fisheries.

The organisation works with coastal communities, fishery stakeholders and market actors to improve fisheries practices, support responsible sourcing, strengthen policy engagement and contribute to better livelihoods and food security.

They are now looking for a remote volunteer to review and strengthen their finance systems, reporting routines and use of Xero. Some finance processes, reporting and budget monitoring are currently managed outside the system, and they would value an experienced finance professional who can help them improve consistency, accuracy and the usefulness of financial information provided to senior management and Trustees.

This is not a day-to-day finance role. The assignment is intended as an independent review and strengthening exercise, working with the Managing Director, Finance Manager and selected Trustees to identify practical improvements and develop a realistic action plan.

Key areas of support may include:

• Reviewing current finance processes, month-end routines and reporting timelines.
• Reviewing how Xero is currently being used, including any processes or reporting managed outside the system.
• Supporting improvements to monthly management accounts and Board reporting.
• Reviewing internal controls, financial procedures and consistency of finance processes.
• Identifying key financial risks, control gaps or areas where processes could be strengthened.
• Advising on forecasting, budget monitoring and how project managers provide information to the finance team.
• Supporting the Finance Manager to strengthen monthly reporting and budget versus actual monitoring.
• Providing practical suggestions, templates or examples where helpful.
• Helping develop a clear, proportionate action plan with priorities and timelines.

We are looking for someone with:

• Senior charity finance experience.
• Strong financial management, management accounts and Board reporting experience.
• Experience reviewing or improving finance systems, processes, controls and reporting routines.
• Good working knowledge of Xero.
• Understanding of UK charity finance, trustee reporting and governance expectations.
• Experience with international charities or organisations operating across multiple countries would be helpful.
• A practical, diplomatic and collaborative approach.

The assignment is expected to involve up to 75 hours of remote support over around 3 to 4 months. The organisation expects a minimum commitment of around 4 hours per week, with the exact schedule and workplan to be agreed between the volunteer and the organisation.

This would be a good opportunity for a senior charity finance professional who enjoys helping organisations strengthen their systems, reporting and governance in a practical and supportive way.

SSAFA, the Armed Forces charity, is seeking a Finance Trustee to join our purpose-driven and passionate Council (Board of Trustees). Are you ready to play a leading role in shaping the strategic direction of the UK’S oldest national tri-service charity?

Founded in 1885, SSAFA, the Armed Forces charity, provides practical, financial and emotional support to serving personnel, veterans and their families. Today, we remain a trusted source of help for those who serve or have served, and for the families who stand beside them.

Our work is underpinned by our values of understanding, commitment, integrity and compassion, and delivered by a diverse network of volunteers and employees across the UK and worldwide.

Role Responsibilities

As a Trustee, you will:

• Provide strategic financial oversight to ensure the organisation remains financially viable
• Provide strategic leadership, aligning with the Charity Governance Code principles of organisational purpose, leadership and integrity
• Ensure effective stewardship of the charity’s resources and long-term sustainability
• Safeguard SSAFA’s reputation, values and charitable purpose
• Promote a culture of integrity, accountability and inclusive decision-making at Board level
• Ensure compliance with charity law, regulatory requirements and governing documents

We are seeking individuals who can contribute to high-quality governance in line with the Charity Governance Code, bringing:

• A professional background in finance, accounting, banking or investment
• Experience in financial management, planning and governance
• Strategic insight, sound judgement and independence of thought
• An understanding of, or willingness to develop knowledge of, the charity finance and governance framework
• · A clear commitment to equality, diversity and inclusion, and the ability to contribute to inclusive Board dynamics

Why Join Us

You will join a committed and purpose-driven Board, operating in accordance with recognised governance best practice. This is an opportunity to help shape the strategic future of SSAFA and ensure it continues to deliver impact for the Armed Forces community, now and in the future.

Closing date: Midnight on 1 September 2026

Interviews: Face to face interviews will be held in October 2026.

The Elizabeth Fry Charity provides support to women, mostly on licence from prison, who have a range of complex needs. Through our work, we help women to begin to address the issues they face, improve their lives and reduce the likelihood of further involvement in the criminal justice system.

The Elizabeth Fry Charity provides a 25-bed Approved Premises in Reading, enabling women to access accommodation, support, and monitoring.

As the Charity continues to grow and develop its services, we are seeking to strengthen our Board by recruiting a Trustee with finance, accounting, or audit experience.

To achieve our strategic plans, we require strong financial oversight to support sustainable growth, ensuring robust financial management and governance across all activities. We are therefore particularly interested in individuals who can bring:

• Professional experience in finance, accountancy, or audit (chartered or qualified desirable)
• Experience in financial governance, risk management, and internal controls
• Ability to interpret financial statements and support budget setting and monitoring
• Strategic insight into financial planning and sustainability within a charitable or regulated environment

Trustees, both individually and acting together as the Board, use their skills, knowledge, expertise, and contacts to govern the Charity, safeguard its assets and apply them as efficiently and effectively as possible to further its charitable objectives.

In this role, the Trustee with finance expertise will support the Board and Senior Management Team in maintaining strong financial oversight, contributing to strategic decision-making, and ensuring the Charity’s resources are used effectively to maximise impact.

We are interested in hearing from anyone who is passionate about the work we do and feels they can contribute to the success of the Charity.

The Board of Trustees meets five times annually at Elizabeth Fry House in Reading. Trustees are invited to participate in either our Finance or People and Safeguarding Committee, both of which meet four times a year. Additionally, Trustees conduct scheduled visits to the Approved Premises throughout the year.

About Children With Voices

Children With Voices is a grassroots children’s charity that provides alternative education, wellbeing programmes, and community food hubs to help children and families thrive.

Our mission is simple — to give every child the tools, confidence, and voice to build a brighter future.

We’re growing and reshaping our organisation to reach more young people, and we’re now looking for a detail-oriented and reliable Finance Assistant to support our financial operations.

About the Role

As our Finance Assistant, you’ll be a vital part of the team, helping ensure that CWV’s finances run smoothly and transparently. You’ll manage day-to-day bookkeeping, assist with budgeting and reporting, and support compliance with charity financial standards.

You’ll work closely with the CEO, Operations team, and external accountants to make sure every penny is accounted for — and that we can continue delivering essential programmes in our community.

Key Responsibilities

• Maintain accurate financial records and bookkeeping using QuickBooks 

• Record income, donations, and grant payments

• Create and process invoices, receipts, and staff expenses

• Reconcile bank accounts 

• Support preparation of management accounts and reports

• Assist with grant reporting and annual audit preparation

• Ensure compliance with charity finance policies and procedures

About You

We’re looking for someone who is:

• Experienced in bookkeeping or finance administration

• Comfortable using accounting software and Excel

• Highly organised with great attention to detail

• Able to work independently and handle confidential information responsibly

• Passionate about supporting a small charity with a big heart

Desirable:

• Experience in the charity or voluntary sector

• Knowledge of restricted/unrestricted funds or Gift Aid

• AAT qualification (or working towards)

What We Offer

• Flexible working hours (hybrid role)

• Supportive, purpose-driven environment

• Training and professional development opportunities

• A chance to make a genuine impact in the lives of children and families

This is a chance to make a huge difference through volunteering as Trustee for a life-saving charity which has been having a positive impact in North Somerset since 1994.  We provide professional, low cost counselling and mental health support for people who cannot get the help they need through the NHS and cannot afford to pay for private therapy.  You will hear testimonies of adults and teenagers who have had their lives turned around because of Wellspring.  The Finance Trustee plays a vital role in keeping our organisation on track by ensuring accounts are kept up to date and accurately, having oversight of all our financial matters and providing forecasting to help keep the charity viable and sustainable.

The Finance Trustee should be or have been a finance professional preferably with experience in accounting.  You will keep in contact with the Director and Administrator regularly (1-2 times per month), and meet with the other friendly and caring Board of Trustees once every two months to report on our finances.

In detail the role inovles:

• Ensuring that proper accounting records are kept, and that appropriate accounting

procedures and controls are in place.

• 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.

• Monitoring and advising on the financial viability of the charity.

• Overseeing financial controls and adherence to systems, regularly liaising with

Director and Senior Administrator.

• Advising on the financial implications of the charity’s strategic plan, including

overseeing the charity’s financial risk-management process

• Ensuring investments and assets are maximised.

• Lead on the appointment of and liaison with the Independent Examiner.

• Oversee the development and implementation of systems for appraising, mitigating

and reporting corporate risk.

• Acting as Company Secretary for the Charity.

• 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 and

liaising with the Director to develop the financial understanding of the Board of

Trustees.

Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.

As a local group Finance Volunteer, you’ll make sure your group gets the most for their money. In this role you’ll be able to develop your financial and communication skills whilst working closely with other members of the group Coordinating Team.

Most importantly, you’ll be part of a team that provides vital support and services to people within your local MS community.

We are seeking an experienced finance professional to join our Board of Trustees and provide strategic financial oversight to support the Trust’s long-term success and sustainability.

As a Trustee, you will play a key role in shaping the Trust’s vision, ensuring strong governance, and helping to deliver positive outcomes for our pupils, staff, and communities. Working collaboratively with fellow Trustees and senior leaders, you will contribute to effective decision-making and provide independent scrutiny and challenge where appropriate.

Key Responsibilities

Trustees collectively provide:

• Strategic Leadership – setting the Trust’s vision, values, culture, and long-term strategy.
• Accountability and Assurance – overseeing performance, risk management, and organisational effectiveness.
• Stakeholder Engagement – ensuring meaningful engagement with key stakeholders to support informed decision-making.

As the Finance Specialist Trustee, you will bring professional financial expertise to the Board, supporting robust financial governance, sustainability, and effective stewardship of resources.

What We Are Looking For

We welcome applications from individuals with strong financial knowledge and experience, who can provide strategic insight and independent judgement. Previous board experience is desirable but not essential.

Trustees are responsible for the governance of a charitable company and must ensure that the Trust complies with all relevant legal, regulatory, and statutory requirements. Trustees work closely with the Trust’s governance professionals and, where necessary, seek advice from external professional advisers.

This is an excellent opportunity to use your financial expertise to make a meaningful contribution to education and community outcomes.

We are looking for someone who:

• Professional experience in finance, accounting, audit, or financial management
• Ability to analyse complex financial information and communicate key issues clearly to non-finance specialists
• Understanding of governance, risk management, and assurance frameworks
• Commitment to the values, vision, and objectives of the Trust

Desirable criteria:

• Experience working within the public sector, charity, or education finance environment
• Knowledge of academy trust funding arrangements and financial frameworks
• A recognised professional finance qualification (e.g. ACA, ACCA, CIMA) or equivalent experience

Shortlisting: TBC

Interviews: TBC

All applicants short listed will be required to take part in a formal interview.

Additional Information:

Hales Valley Trust is committed to safeguarding and promoting the welfare of children and expects all staff and volunteers to share this commitment. All offers of employment are subject to an Enhanced DBS check, and where applicable, a prohibition from teaching check will be completed for all applicants.

This post is exempt from the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (2013 and 2020).This means that certain convictions and cautions are considered ‘protected’ and do not need to be disclosed to employers, and if they are disclosed, employers cannot take them into account.Guidance about whether a conviction or caution should be disclosed can be found on the Ministry of Justice website.