Finance trustee volunteer roles

About the Charity: Path To Prosper is a UK registered charity that provides professional training to vulnerable young adults in Uganda, enabling them to escape extreme poverty through gaining employable skills. 

Role Overview: The Finance Lead will play a key role in overseeing our financial management, ensuring the charity remains financially sustainable and compliant with all relevant regulations.

You will be responsible for overseeing the financial health of the charity, working closely with the CEO to provide strategic financial advice and support to the Board. You will ensure that our financial operations are transparent, efficient, and compliant with charity law, while reporting to the CEO and Board on key financial matters. You will be entrusted with the responsibility of managing the charity's finances, preparing financial reports, and ensuring that the charity is financially well-positioned to achieve its goals.

Key Responsibilities:

1. Financial administration

   1. Maintain accurate financial records, recording income and expenditure as per agreed categories.

   2. Ensure bank statements match internal financial records.

   3. Process all necessary charity expenses.

   4. Process all invoices received by the charity.

   5. Manage international transfers, and accounts held by international transfer providers. Responsible for transferring funds to agreed providers as per approved budgets and the annual operating plan.

   6. Maintaining charity’s financial signatures as directed by the Treasurer.

2. Financial Oversight:

   1. Lead the charity’s financial planning, budgeting, and forecasting processes in collaboration with the CEO.

   2. Oversee the financial tracking of restricted and unrestricted funds, ensuring that funds are used according to the terms set by donors or funders.

   3. Monitor cash flow, ensuring that the charity’s financial position is healthy and sustainable.

   4. Advise the CEO and Board on financial strategies, risks, and opportunities.

3. Financial Planning

   1. To continually research and suggest to the CEO any changes to banking arrangements that would benefit the charities financial position, such as more favourable banking terms, international financial transfers or interest rates.

   2. To support the operations lead with any approved changes to banking arrangements

   3.  

4. Financial Reporting:

   1. Prepare financial reports for the CEO, including income and expenditure statements, balance sheets, and cash flow forecasts, in line with the organisations agreed income and expenditure categories

   2. Ensure the charity’s financial statements are accurate and comply with accounting standards, charity law, and other relevant regulations. 

   3. Work with external auditors and independent examiners to ensure a smooth annual audit process.

   4. Maintain accurate records and respond to adhoc requests for financial information from the operations team.

5. Compliance and Governance:

   1. Ensure compliance with financial regulations; including the Charity Commission’s requirements and other applicable laws 

   2. File annual returns and financial statements with the Charity Commission in a timely manner.

   3. Advise the CEO and Board on financial governance and risk management.

6. Fundraising and Grant Management:

   1. Support the Fundraising Lead by providing financial insights and reports for grant applications and donor reports.

7. Team Collaboration:

   1. Assist with training or guidance on financial matters where necessary.

Person Specification:

• Essential:

  • Qualified accountant (ACA, ACCA, CIMA, or equivalent) or substantial relevant experience in financial management.

  • Experience with accounting software (e.g., Xero, QuickBooks).

  • Understanding of charity finance; including statutory reporting, VAT, and charity-specific financial regulations.

  • Strong attention to detail and ability to analyse and interpret financial data.

  • Excellent communication skills, with the ability to explain financial information to non-financial stakeholders.

  • Strong organisational skills and the ability to manage time effectively and meet deadlines.

• Desirable:

  • Previous experience as a trustee or in a senior financial role within a charity.

  • Familiarity with charity fundraising practices and grant management.

Benefits:

• Opportunity to make a significant impact on the lives and families of vulnerable young adults living in extreme poverty

• Gain valuable experience in charity finance and governance.

• Work with a committed and passionate team of trustees and volunteers.

• Flexible role that can be done remotely with occasional meetings.

WCC is recruiting for voluntary positions to join our Board of Trustees.

Whether you are an experienced Trustee or wanting to take your first step at board level, we would like to hear from you.

Our Board comprises ten Trustees including the Chair and there are currently two vacancies.

We are particularly interested in people with skills and expertise to offer around:

• Financial experience and/or knowledge of charity accounting and the ability to apply this strategically
• Income generation/ fundraising skills and expertise

Trustee roles

Our trustees play a vital role in making sure that WCC achieves its core purpose. They oversee the overall management and administration of the charity. They also ensure that WCC has a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the executive team to enable WCC to grow and thrive, and through this, achieve our mission.

Trustees have a collective responsibility, and this means that they always act as a group and not as individuals.

Duties:

• Support and provide advice on WCC’s purpose, vision, goals, and activities
• Approve operational strategies and policies, and monitor and evaluate their implementation
• Oversee WCC’s financial plans and budgets and monitor and evaluate progress
• Ensure that key risks are being identified, monitored, and controlled effectively
• Review and approve WCC’s financial statements
• Provide support and challenge to WCC’s senior manager in the exercise of their delegated authority and affairs
• Keep abreast of changes in WCC’s operating environment
• Contribute to regular reviews of WCC’s own governance. Attend Board meetings, adequately prepared to contribute to discussions.

• Use independent judgment, acting legally and in good faith to promote and protect WCC’s interests, to the exclusion of their own personal and/or any third-party interests

• Contribute to the broader promotion of WCC’s objects, aims and reputation by applying your skills, expertise, knowledge, and contacts.

What we’re looking for

Our Board comprises ten Trustees including the Chair and there are currently two vacancies.

We are looking for people willing to bring energy, enthusiasm, and commitment to the role, and who will broaden the diversity of thinking on our board.

We are particularly interested in people with skills and expertise to offer around:

• Finance – experience and/or knowledge of charity accounting or financial management, and the ability to apply this strategically to support with budget forecasting and financial planning
• Income generation/ fundraising skills and expertise – corporate, trust and foundations, and/or community

WCC is passionately committed to equality, diversity, and inclusion, and wish to reflect these values in our Board. We strongly encourage people from all backgrounds, communities, and industries.

We are keen to address the underrepresentation of some communities we serve at leadership level, and welcome applications from people from Black, Asian and minority ethnic communities, or with lived experience of immigration/asylum.

Personal skills and qualities

• Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation
• Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member
• Effective communication skills and willingness to participate actively in discussion
• A strong personal commitment to diversity, equity, and inclusion
• Enthusiasm for our vision and mission
• Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership.
• Willingness to lead according to our values

Terms of appointment

• Trustees are appointed for a three-year term of office. Our Articles of Association state that one third of the trustees will retire from office at each AGM with the longest serving trustees retiring first. Trustees can stand for re-election at the same AGM
• This is a voluntary position, but reasonable expenses are reimbursed.
• Time commitment- approximately 8 hours per month
• Board meetings- attending four Board meetings annually (currently on Tuesday evenings). We alternate between meeting in-person at WCC’s office in Waterloo and online
• Sub-committees- we have two subcommittees (Finance & Operations, and Clinical) that meet in between Board meetings, with individual trustees attending one or more of these depending on skills and preferences.
• Two half day strategy days a year and training where needed
• Reading Board papers in advance, being involved in discussions, advising on specialist areas
• We hold an Annual General Meeting with all staff and members.

Time commitment

Approximately 8 hours per month
There are four board meetings a year, currently on Tuesday evenings – we alternate between meeting in-person at WCC’s office in Waterloo and online. We hold an Annual General Meeting with all staff and members. We have two sub committees that meet in between Board meetings, with individual trustees attending one or more of these depending on preferences and time commitment.

Charity Trustee

Voluntary role
10-14 days per year

Change lives, shape your community

Role details:

• Collective responsibility for overall management, governance and strategic direction of the charity in accordance with governing document, legal and regulatory guidelines
• Voluntary trustee role, all reasonable expenses will be reimbursed
• We are particularly interested in people with experience in human resources, finance, technology and/or equity, diversity and inclusion

We are looking for new people to join our Board of Trustees, and help to govern our charity. This is an exciting opportunity to put your skills, knowledge and experience to use.

To ensure our board is reflective and representative of our local communities and workforce, we strongly encourage applications from under-represented communities. Currently we are particularly seeking to increase the involvement of people under the age of 35, people with a disability, people of colour and/or LGBT+ people on our Board.

We are an advice charity based in Derbyshire, our advice makes a real and lasting difference to thousands of people, and we want you to help us continue to make a difference.

Closing date: When a suitable candidate is found

Job Type: Volunteer

Work Location: In person

Reference ID: Trustee - CADD

Do you want to share our passion for helping people to resolve their problems, and develop your leadership and strategic skills as a Board member in the process? Then we'd love to hear from you. Last year our team helped 6000 clients with over 93000 issues and demand is growing. 

Who are we?

We are part of the national Citizens Advice UK brand network, with a dedicated operational team of 40 staff and volunteers offering confidential advice to our community online, over the phone, and in person, free of charge. 

We are currently seeking a Trustee Treasurer to join our Board of Trustees to continue to deliver on our purpose and mission as a charity.

The role of a Trustee Treasurer

The Treasurer is a key Board member who is responsible for overseeing the Charity’s finances, and ensuring that fellow trustees can be confident that the Charity’s finances are used in the correct fashion and that the financial position of the organisation is secure. There is more detail about this on our website, including a Role Description, but in particular, alongside the general duties of a trustee, the role of Treasurer specifically involves

• Overseeing financial governance and strategy

• Working with our charity Finance Officer to ensure financial transparency; to develop and monitor realistic budgets and cash flow: and to maintain the charity’s financial sustainability

• Present financial data in an accessible format, and provide advice and guidance on financial matters, including risk, to the Board

• ensure that the organisation has an appropriate reserves policy 

• Lead our finance subcommittee

Who are we looking for?

You don’t need specific financial qualifications to be a Trustee Treasurer, but we are looking for someone with

• A strong background in finance

• a good understanding of the principles of sound financial management and strategic planning (essential)

• some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes (useful)

• good numeracy skills to understand accounts

• an ability to explain complex financial information in an accessible way

What is in it for you?

We are looking for someone who enjoys working in a team with diverse experiences, opinions. and ideas to ensure that we make a positive difference to the communities we serve.

A personal testimonial below from our current Treasurer provides a great insight into the role;

“I learned so much in the first short months of my tenure as a Trustee it was very gratifying that I soon felt that I was contributing in a positive sense, not just to the activities of the Board but through them to the many clients who were benefiting directly from the support of the brilliant management , support workers and advisors working for the charity.

One of the most rewarding aspects is being part of a team of people jointly addressing a thorny problem, often from differing angles, utilising their full set of skills to arrive at a satisfactory resolution.

If you are in the process of building a career, finding a charity whose values you share, and supporting them as a Trustee Treasurer is an excellent opportunity to develop skills and expertise that can benefit you further along the line and to do something good for your community at the same time.” 

We are currently looking for a Volunteer Trustee to join our Charity to further the aims of the organisation, in keeping within its charitable objectives.

Please see attahced Role Description with full details of the role.

About Life: 

Life is a national pregnancy support charity that helps over 60,000 people a year. Through our services, we help people – whoever they are – to meet pregnancy or pregnancy loss with courage and dignity so they can flourish.   

Our services include   

• Supported housing and community support   
• Counselling and skilled listening   
• Free pregnancy tests and baby supplies  

Our values 

All our work is underpinned by the following universal human values: 

• Humanity – All people are special and equal 
• Solidarity – We’re with you and for you 
• Community – We’re better together 
• Charity – Doing good for one another 
• Common good – Building a better world 

Help shape our future and join Calibre Audio as a Trustee and make a meaningful impact on the lives of over 12,000 people with print disabilities.

Calibre Audio is a national charity providing accessible audiobooks to anyone unable to read standard print. We’re looking for two new Trustees to help guide our strategic growth and ensure our services remain innovative, inclusive, and far-reaching. You don’t need to be an experienced trustee – we welcome applications from first-timers with passion, insight, and relevant skills.

We’re especially interested in individuals with experience in finance, strategy, or a lived or professional understanding of disability or neurodiversity. As a Trustee, you’ll contribute to a board that’s energetic, values-led, and committed to removing barriers to reading for all.

Join us and be part of a mission to bring the joy of stories, knowledge, and connection to everyone who needs us – on every platform, in every format, and at every stage of life.

999 Club IS RECRUITING NEW TRUSTEES!

999 Club is a charity doing big things with people facing homelessness. For over 30 years, we've provided a safe haven in the heart of Deptford — offering hot meals, showers, practical support, and a pathway out of homelessness for good.

We're now looking for up to three new trustees to help guide our growing organisation as we develop our new 5-year strategy.

We’re especially keen to hear from people with experience in:

· Fundraising – An ability to use your networks or knowledge to champion our cause and unlock new opportunities.

· Charity Finance – provide strategic financial oversight and potentially chair our Finance Committee.

· Property or Facilities Management – Help oversee the management and potential development of our buildings

What to expect:

As a trustee, you’ll gain leadership experience, broaden your network, and play a hands-on role in tackling homelessness and improving the mental wellbeing of our community. This is a voluntary role involving four board meetings a year (a mix of in-person and virtual), plus occasional events, emails, and committee work. Reasonable expenses are covered.

Inclusion:

We’re committed to building a diverse and representative board. We particularly welcome applications from people with lived experience of homelessness, mental health challenges, or systemic disadvantage.

Two Rhythms is an accessible arts charity that changes lives through music and movement. Utilising our unique, therapeutic programmes, we deliver long-lasting health and wellbeing benefits to people with profound disabilities, enabling expression, connection and joy.

We are looking for new Trustees to join our board and help lead the charity through an exciting new phase.

From our base in the Wales Millennium Centre, we welcome people of all ages with a broad range of physical and mental health needs. We support them with breathing techniques, massage, music, dance, and relaxation. Every session is unique and tailored to the needs of our guests. We love what we do and the difference we make. 

In late 2024, Two Rhythms opened and expanded to a second site in Cardiff, and is focused on growing its impact as well as developing its income generation potential, forging collaborations and taking advantage of new opportunities.

The board is particularly keen to hear from candidates with specialisms in Finance and Safeguarding though we welcome applications from all professional backgrounds. Knowledge of the arts and culture or health and social care sectors is advantageous but not essential. All Trustees are expected to advocate for the charity and our goal of enriching the lives of disabled people through music, movement, touch, light, and colour.

To apply, please send a CV and cover letter using the contact details provided. If you would like an informal discussion with the CEO prior to your application, please get in touch.

New Trustees wanted

The current Board of Trustees seeks new Trustees to drive the changes needed to ensure Calvert Devon’s future success. For this phase of the journey, we are seeking individuals with finance, treasurer, or legal specialist skills.

Interested? All the information can be found in the recruitment pack which can ber download from either the Careers or Trustee sections of our website.

We specialise in supporting people with visual impairment and complex needs in a range of services including Care Homes and Supported Living. Can you help support us in making a difference in the lives of the people we support?

What will you be doing?

We have an exciting opportunity for you to join our experienced Board of Trustees. As a member of the Board, you will play a vital role in steering and supporting the Group. The Board is responsible for providing strategic direction, ensuring we meet regulatory requirements, and overseeing the work of the staff team, ensuring the Group's efficient administration and financial stability.

What are we looking for?

Ideally, we are looking for a finance professional with experience in accounting or financial analysis, who possesses expertise in financial principles and practices. Having a good understanding of budgeting, forecasting, and financial reporting that will help support our strategic goals and direction. 

What difference will you make?

We are constantly striving to make a difference to people’s lives through the provision of aspirational services for people with sensory and other specialist needs. We want to enable people to live fulfilled lives in excellent quality accommodation, and our whole philosophy is based around person-centred principles. Your contribution as an experienced finance professional will help us maintain a forward looking approach to establishing financial stability and governance. 

Before you apply

Please apply through Reach in the first instance and provide a covering letter detailing why you are interested in this role.

West Horsley Place Trust is a thriving arts charity with many successes and enormous potential to grow.  We are the custodians of a 400 acre estate in Surrey and have a mission to transform this once private residence into a place that improves people’s wellbeing throuh culture, heritage and nature. 

We are looking for a Finance Committee Chair and additional trustees representing the following areas of expertise: Legal / Heritage Buildings / Environment and Sustainability / Building and Conservation. 

ABOUT THE ROLE
To succeed in this role, you need to be enthusiastic, open, collaborative and professional with a willingness to share your expertise and a keen understanding of the challenges faced by small charities.

You will support and demonstrate our core values, by being:

• Inclusive, collaborative and open to all, seeking to embrace wide audiences
• Community-focused – both of place and in practice
• Warm and welcoming
• Innovative and encouraging
• Embracing of partnerships
• Open and honest

Commitment
Trustees are appointed for an initial term of three years, with the possibility of renewing this appointment for a further two terms to a maximum of nine years in total.

Time commitment includes:

• Six board meetings per year (some online/hybrid)
• Review of board papers ahead of meetings
• Attendance at subcommittees or advisory groups
• Annual away day
• Occasional ad hoc support between meetings

The Finance Committee Chair will also attend and chair six Finance Committee meetings per year (some online/hybrid)

KEY RESPONSIBILITIES

As a trustee, your core responsibilities will include:

• Contributing to the shape of the company's mission, values and long-term strategy
• Supporting the Board and operational team with expertise and advice for your professional area
• Reviewing and commenting on management reports provided to the Board

Governance and Compliance
Each trustee, as part of the trustee team, will:

• Ensure the Trust complies with legal, financial, and regulatory obligations
• Monitor financial planning, budgeting and risk management
• Uphold high standards of governance and accountability
• Stay up to date on current trustee good practice
• Promote the work of the Trust across professional networks
• Support fundraising initiatives as required and help build partnerships

Participation and contribution

Additionally all trustees will:

• Attend as many Board meetings as possible and the annual away day
• Provide challenge and support in a respectful, constructive and collegiate way
• Actively contribute to meetings and subcommittees or advisory groups that the trustee is a member of
• Maintain confidentiality and declare conflicts of interest where relevant

Becoming a Trustee
Being a trustee is a valued volunteer role with significant responsibility.  Training will be provided to all new Trustees, and an ongoing programme of refresher training is in progress for existing Trustees.  This ensures we all share a common vocabulary of governance and good practice and have a common understanding of our role and responsibilities and how we can best support the charity.

As a Board we share good practice with each other, and we support and guide the operational team through our sub-committees and advisory groups.

Expenses for travel as allowed by HMRC for trustees will be paid.

Governing principles

We work closely to the principles enshrined in the Essential Trustee, specifically we expect all Trustees to:

• Ensure the charity is carrying out its purposes for the public benefit;
• Comply with your charity’s governing document and the law;
• Act in the charity’s best interests;
• Manage the charity’s resources responsibly;
• Act with reasonable care and skill;
• Ensure the charity is accountable;
• Reduce the risk of liability.

Romsey charity looking for volunteer Trustees – do you have some time to spare to support this long-established and well-known local cancer support charity?

Romsey Cancer Support Centre (Jane Scarth House and Jane’s Charity Shop) is looking to appoint two Trustees. Applications from people with experience in finance and fundraising are specifically welcomed. We would be looking for someone to start as soon as convenient and to serve for an initial term of 3 years.

All the information about our charity and what is involved in being a Trustee with us can be found in our Information Pack. 

If you are interested, have questions or would like to know a bit more about what is involved then please contact Bridget Brook by email giving your email and phone number and we will arrange to have a call or meet up.

This recruitment round does not have a closing date and we will be interviewing and appointing as we receive applications.

Join Us and Help create jobs and opportunities for autistic people and people with learning disabilities

Yes2Ventures is seeking new Trustees to join our dynamic and values-led Board — including a Treasurer who can help guide our financial sustainability and growth.

We’re particularly keen to hear from people with experience in:
- Charity finance, accounting, or investment (for the Treasurer role)
- Community development, health and wellbeing
- Enterprise and social business
- HR, governance or legal expertise
- Experience of disability, neurodivergence, or mental health (lived or professional)

We welcome applications from people from all walks of life, especially those from groups currently underrepresented in governance roles. You don’t need to have been a trustee before — if you’re committed to our mission and willing to learn, we’ll support you.

Who we are:
Yes2Ventures creates meaningful opportunities for people who are distant from the labour market, through the development of enterprises that have a mission to train and support such people.

Time commitment: Approx. 1 board meeting per month, plus optional subgroups and occasional events. Meetings are held in Sheffield.

Next steps:
We’re running a friendly and informal recruitment process:
- Read the Trustee Role Description below.
- Drop us a short expression of interest (this could be an email, short form or voice note). If you have a CV please attach it. Tell us about what you do and why you want to be involved. We will send you a short application form to complete to help us track applications.
- We’ll invite shortlisted candidates for an informal chat. Then to meet in person with the head of development and/or a trustee.

We are recruiting for new Trustees to support and strengthen our current team of Trustees, supporting the organisation to innovate, sustain financial resilience, and ensure our governance meets the organisation’s charitable objectives, legal and regulatory guidelines.

We would like to bring in additional experience and capabilities in areas pivotal to our future growth. This includes people
with the following areas of expertise:
Finance and accountancy
Fundraising
Digital innovation
Legal
HR/People management
Health and social care

Those successful in their application will join a Trustee team who share a responsibility to support
Together Co to:
increase our revenue generation including through fundraising and other forms of income generation
ensure we take full advantage of the opportunities that technology and good data management can bring
provide financial and accounting experience
strengthen our management of risk
improve our understanding of the needs of our service users
broaden our insight into the social and health care landscape.