Finance Volunteer Roles
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This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
We are seeking a Trustee Treasurer to help to manage our finances and investments, as well as being involved in strategic decision-making and grant giving.
Trustee Treasurer
The Lipman Miliband Trust funds socialist research and education as well as “educational activities that raise public awareness and understanding of struggles and movements for peace, human rights and a more equal, diverse co-operative and democratic society.”
The Trust was established by socialist businessman Michael Lipman in 1974 and academic Ralph Miliband until his death in 1994. Information about the Trust’s history can be found here, and examples of projects and organisations we have supported in recent years can be found here and here. We are celebrating fifty years of the Trust’s existence this year – and looking forward to the next 50!
Having benefited from a significant increase in resources in recent years we have started on an exciting new phase of our development that has meant increasing staff support and expanding our outreach, fund-raising and grant-giving activities. We are currently a Board of ten trustees and we are now seeking a Trustee Treasurer who shares our values and our belief in the vital importance of socialist education.
About the role
You will work with our Trust Coordinator as well as external advisors and accountants in helping to manage our finances and investments, and be a member of our Governance and Finance Working Group. Our finances and investments are critical to the success of our work so we are looking for someone with experience of financial management and/or accounting, as well as some level of experience in understanding and/or managing investments. This is a voluntary, unpaid post, but we are happy to pay for appropriate additional training and there will be a lot of support from the Trust Coordinator and other trustees.
Being a Trustee is a significant commitment and responsibility, but it is also hugely rewarding. The role will require you to attend each of our four Trustee meetings a year, and to participate in regular online meetings of the Finance & Governance Working Group. You will be part of strategic decision-making about the Trust, contribute towards the Trust’s governance and take part in decisions about grant awards.
We are based in different locations around the country and most of our work is conducted online, however we aim to meet in-person as a Board at least twice a year.
The client requests no contact from agencies or media sales.
We are looking for a Finance professional to bring their skills and expertise to our Board.
What will you be doing?
The Treasurer plays a central role in the strategic management of the organisation.
The purpose of this role is to monitor the financial administration of The Bridge and advise the Board and CEO on financial matters, in line with best practice and in compliance with the governing document and legal requirements.
What are we looking for?
- Qualified accountant.
- Skills to analyse proposals and examine their financial consequences.
- Ability to explain financial analysis clearly and make recommendations to the Board.
- Willingness to be available to staff to provide advice and guidance on financial matters.
- Good interpersonal, leadership and influencing skills to communicate effectively with the Board, management team and external stakeholders.
- Existing Trustee experience is desirable but not essential.
Having an interest in our cause is crucial for all Trustees. You will be committed to work we do but do not need to be knowledgeable as we will induct in this area
What difference will you make?
The Charity’s finances are in a very sound position and it's an exciting time to join us as we are looking to grow and expand our services.
The Treasurer will play a vital role on the Board and help to ensure that we continue to provide support to people who are homeless in Leicester
Before you apply
The TrusteeWorks Team at Reach Volunteering are supporting The Bridge with their trustee recruitment.
Applications should be made via TrusteeWorks in the first instance.
To apply please send your CV/LinkedIn profile along with a supporting statement explaining why you are interested in the role, the skills and experience you will bring to the Board and what you would hope to get out of the role.
Before you apply
The TrusteeWorks Team at Reach Volunteering are supporting The Bridge with their trustee recruitment.
Applications should be made via TrusteeWorks in the first instance.
To apply please send your CV/LinkedIn profile along with a supporting statement explaining why you are interested in the role, the skills and experience you will bring to the Board and what you would hope to get out of the role.
The client requests no contact from agencies or media sales.
We're looking for an Honorary Treasurer to join our valued Board of Trustees who will play a pivotal role in ensuring IPEM is well governed and complies with all financial legislation and good practice for charities. This is an exciting time to join IPEM, with an ambitious growth plan agreed for the next 5 years.
The Honorary Treasurer chairs the Institute’s Finance and Business Planning Committee (F&BP), four meetings/year, normally held on line and is also a Trustee and Director of IPEM, attending the Board of Trustees’ four meetings/year, normally 2 in York and 2 in London. The Hon. Treasurer is a member ex officio of the Board of IPEM Enterprises Ltd, IPEM’s wholly owned trading subsidiary, which meets three times per year, usually by teleconference. The Hon Treasurer is also Chair of the IPEM Remuneration Committee which meets once a year by tele-conference.
We anticipate a commitment of 12 - 15 days per year with the meetings during the working day (9 - 5pm).
You do not need to be a member of IPEM, though it is essential you have either senior voluntary sector finance experience or you are a qualified accountant.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
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The Access to Justice Foundation is seeking a trustee and honorary treasurer. This role will have a substantial and meaningful impact on our organisation – the new trustee will play an important role in the oversight and strategic execution of our finances and governance during an exciting period of organisational growth and development.
As a member of the Board of Trustees and as its honorary treasurer, you will ensure the charity is carrying out its purposes for the public benefit and in compliance with its governing document and the law; monitor the financial administration of the charity and authorise key payments; and chair the board’s Governance, Risk and Audit Committee.
We are striving to run an inclusive search process. We believe that diverse identities and experiences will strengthen our Board of Trustees. We strongly encourage candidates of all identities and experiences to apply.
Please download the full applicant pack below.
The client requests no contact from agencies or media sales.
Job Description:
The Photographic Collections Network (PCN) is seeking an interim Treasurer with expertise in accountancy and/or charity finance and reporting to join our board of Trustees.
We are on the journey to becoming a Charitable Incorporated Organisation (CIO), and this will bring great opportunities for us to expand our reach and provide support for the UKs photographic collections and heritage. We are looking for people to help us to build this potential so we can better deliver on our aims. Are you the person that can help lead this change?
You will oversee the financial matters of the Photographic Collections Network in line with good practice and in accordance with the governing document and legal requirements, and report to the Board of Trustees at regular intervals about the financial health of the organisation. The interim Treasurer will ensure that effective financial measures, controls and procedures are put in place, and are appropriate for the charity.
PCN welcomes applications from people of all backgrounds and would love to hear from applicants who belong to groups underrepresented in the charitable sector.
Job requirements:
Our ideal candidate for the interim Treasurer would have accountancy qualification or an equivalent level of experience and expertise in accountancy and charity finance and reporting. A person working in Finance, Governance, Legal, with Charity experience either through an executive or previous Trustee role would be suitable. The candidate Ideally would have professional experience with organisational Governance and Financial management. A background in the photography or understanding of collections sector is not necessary but an enthusiasm and interest in the charitable sector is. If you have any of the skills listed above, we would love to hear from you.
Job responsibilities:
You will oversee the financial matters of the Photographic Collections Network in line with good practice and in accordance with the governing document and legal requirements, and report to the Board of Trustees at regular intervals about the financial health of the organisation.
The interim Treasurer will work with the Board to ensure that effective financial measures, controls and procedures are put in place, as we progress in our journey to become a Charitable Incorporated Organisation.
Please follow the link to download the Job Description
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Do you have a head for numbers? Could you use your financial skills to support your local Parkinson’s community?
We’re looking for people who like being part of a team and want to make a difference. Would you like a flexible role, where much of it can be done from home at a time that suits you?
In this role you’ll be working with staff and volunteers, fostering connections, meeting new people in your local area, all whilst making a difference to those living with Parkinson's.
Why we want you
This vital role supports local groups across the UK which are run by volunteers, offering friendship and support to people living with Parkinson's, their families and friends. As a pivotal part of the local volunteer team, you will help plan group spending for the benefit of people affected by Parkinson's in your community.
What you will be doing
- Be an ambassador for Team Parkinson’s - engaging with local staff, volunteers, and your local community, to ensure the group has the greatest possible impact on those affected by Parkinson's in your area
- Accurately record financial activity, keeping the group and the Parkinson's UK local networks finance team informed of the group's financial position
- With support from your local staff, stay up to date with Parkinson's UK's financial policies actively sharing them with the group and supporting the group to operate within them
- Provide regular reports to the committee on the financial status of the group including final accounts at the Annual General Meeting
- Deal with financial administration for the group, from annual reports to legacy spending, and ensuring volunteer expenses are paid accurately in line with our volunteer expenses policy
- Be a signatory on the group's bank accounts
The skills you need
- Previous experience in finance, accountancy or bookkeeping can be valuable, but is not essential
- Confident with numbers and able to take the lead on the group’s finances
- Have confident computer and email skills - be open to using new systems and other digital tools
- Have a commitment to the wider charity’s aims and values
- Be able to contribute to balanced decisions that take into account multiple views, and to do so in a collaborative, open and inclusive way with committee and local staff
What's in it for you
- Develop valuable leadership, teamwork and people skills
- Play a crucial role in the local Parkinson's community, Team Parkinson’s, and wider local planning, making new friends and building connections
- Develop / maintain your accountancy or bookkeeping skills, along with administrative and communication skills - we are happy to provide references
Disclaimer
It's important that people affected by Parkinson’s can trust us with their personal information. As a Branch Treasurer you would be handling personal or sensitive data, so by undertaking this role you'll need to complete and maintain your data protection and confidentiality training. To be a signatory on a local group account, banks will perform a credit check and we will take up a reference. Volunteers cannot perform this role if they have been declared bankrupt.
The client requests no contact from agencies or media sales.
The Treasurer is a key role supporting Trustees and Committee Members by ensuring the finances of the KPA are properly managed in line with Charity Commission reporting, accounting and financial governance requirements.
GSTTKPA is going through an exciting period of change. As a result, we are seeking to recruit new Trustees to support our ambitious and innovative change programme, so we can continue to achieve the aims and objectives of the charity.
For this role, we are seeking a qualified accountant with charity experience to be both our Treasurer and a Trustee.
The role requires someone with commitment, enthusiasm and a good understanding of the challenges and opportunities associated with being a kidney patient. You will have a commitment to equality; celebrate diversity and be responsive to the needs of different groups and individuals within society.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Do you want to make a difference to the lives of local people with mental health conditions? We are looking a Trustee who can think strategically and complement the existing Board.
Mental Health Resource is a well-established, independent charity based in Tunbridge Wells, Kent. Our aim is to improve mental wellbeing in our community by enabling people to feel supported and valued, providing opportunities for social connections and by raising awareness of mental health. We deliver high quality and effective services across West Kent providing safe spaces and person-centred mental health support.
We provide comprehensive services with both a focus on short term and long-term mental health support, enabling people to access our projects for as longs as they want or need support. Our beneficiaries have complex and enduring mental health conditions, including anxiety, depression, PTSD, self-harming, psychosis, schizophrenia and bi-polar and, on average, we work with over 900 adults and young people each year.
About the Trustee roles
You would be working with other trustees who have different skills, knowledge and experience. It's an interesting role in which you can help formulate ideas about how we as an organisation can best address the challenges and opportunities that exist in an increasingly complex and changing environment.
We would love to hear from you if you have a true interest in helping to improve the lives of those with mental health conditions in our community, and especially if you have skills or experience in working in a charity or in finance. No experience of being a trustee is necessary.
You would be expected to attend and participate in six Board meetings per year which are held via Teams/Zoom and last 2-3 hrs. The Board is also supported by two sub-committees: Finance and Risk and Marketing and Fundraising, which meet four times a year, and trustees are encouraged to also be a member of one of the sub-committees.
For further information about the role, please see the Recruitment Pack (which is accessible after you click 'Quick Apply')
We provide safe spaces and person-centred support to improve people's mental wellbeing
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Background
Home-Start North and West Gloucestershire exists to offer support to families with children under 5 living in Tewkesbury, Cheltenham and the Forest of Dean. We are part of Home-Start UK.
Thanks to our dedicated team of volunteers and staff, we are able to work alongside parents and help them navigate the challenges they are facing in their parenting journey to help give children the best possible start in life.
The Treasurer and Trustee Role
We are looking for a treasurer to join the Board of Trustees and to take the financial lead on our board. The ideal candidate will have experience of finance management and is able to help ensure the right operational and strategic decisions are made for the long-term future stability of the charity.
Key Responsibilities:
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Liaise with the Home Start Team and Trustees to ensure the long-term financial viability of the charity.
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Present the financial position and broader context at Trustee meetings.
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Work in partnership with the Operations Manager/Finance Lead and clearly understand the financial needs of the charity giving financial support when required.
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Oversee the production of our annual budgets and work closely with our accountants. To also give input when required to our payroll provider.
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Ensure the Board of Trustees are aware of their financial duties, responsibilities and communicate how they need to comply with all legislation.
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To work in line with best practice and in compliance with the governing document and legal requirements set out by Home-Start UK.
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Provide oversight and guidance where necessary of accounts prepared for funders and relevant statutory bodies.
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Act as counter signatory on charity cheques and some applications to funders, approve payments on banking systems and spending approval in accordance with financial management processes.
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Ensure that all financial policies, procedures and external financial advisors are reviewed when required.
You should:
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Have knowledge and experience of accounting and audit practices.
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Be able to interrogate and interpret financial statements.
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Be able to communicate financial information in a meaningful and understandable way.
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Have strong working knowledge of accounting software (we use Xero).
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Have strong attention to detail.
Time requirement:
The role will require a time commitment of approximately 10 hours per month.
This includes up to 12 board meetings a year of approximately 2 hours each (some held online and some in our Winchcombe office) and the Home-Start NW Gloucestershire AGM.
You may also need to attend some meetings with the operations manager, finance lead and our external accountant to ensure clarity of finances and direct where required.
Term of office:
The Treasurer’s initial term is two years.
The trustees can then re-elect for a further one, two or three term(s) if the Treasurer would like to continue their position.
Remuneration:
Trustee positions are voluntary roles.
We would love to hear from you if you would like to become involved in a charity that is helping families within Gloucestershire.
Please do submit your interest by sending us an up-to-date CV and a short cover letter.
The client requests no contact from agencies or media sales.
Would you like the opportunity to join the Board of a housing association whose purpose is to work with a co-operative ethos to help people & their communities to flourish?
Co-op Homes (CHS) is a housing association which owns some 300 properties across London and the South East. We're also a managing agent for 30 other community housing organisations and housing co-ops, providing services to over 2,000 residents. Our unique proposition lies in our ability to provide expert housing management services to housing co-operatives and other small, resident-led housing organisations, enabling them to maintain their autonomy.
Board member opportunities
CHS is governed by a Board of Management made up of paid members who meet regularly throughout the year to direct policy and make major decisions on housing matters. The Board is also responsible for ensuring that we are managed efficiently, effectively and in line with the requirements of the law, regulatory bodies, best practice and value for money.
We have an active Board, currently made up of five members, bringing a variety of skills and backgrounds. Our Chair has been in the role since 2021 and we appointed a new Managing Director within the last year.
We are now looking to recruit two new board members. One who can bring strategic finance expertise and another with building asset management experience.
- Strategic finance: As a provider, we offer a unique set of services that have particular challenges. We are looking for an experienced senior finance professional to help us balance the risks and benefits involved in relation to our portfolio and scrutinise our finances strategically for the longer term.
- Building asset management: We are looking for expertise in property management. This will include repairs and maintenance, health and safety legislation and regulations, strategic asset management and decarbonisation.
We would very much welcome applications from people who combine relevant expertise with lived experience of social housing or experience of living in a housing co-operative, as we know you would bring a unique insight to the role. For the same reason we would also welcome applications from minority groups.
As a board member at CHS, you’ll have the satisfaction of joining a dynamic organisation passionate about making a lasting difference to lives and communities. We are looking for people who share our vision and values. Previous board experience is not required.
How to apply
Eastside People is supporting Co-op Homes in the recruitment for this role. Please apply by submitting your CV and a cover letter, which should indicate why you are interested in applying for a Board member role and how you meet the role requirements.
We want you to have every opportunity to demonstrate your skills, ability and potential. Please contact us if you require any assistance or adjustment so that we can make the application process work for you.
The closing date for applications is Friday, 24 May. Online shortlisting interviews will take place the next couple of weeks. Face-to-face interviews with the recruitment panel at CHS will take place on Thursday, 13 June 2024.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
A bit about this role
At Cats Protection we help thousands of cats each year thanks to our dedicated and passionate volunteer groups and teams, all of which help our feline friends in a different ways. They take in stray and abandoned cats and ensure they receive the veterinary care and attention they deserve, help raise funds, promote neutering and help spread cat welfare messages. Our volunteer treasurers maintain the finances of local groups and teams, ensuring they hold the funds needed to continue their vital work. Cats Protection relies solely on donations from generous members of the public, and our volunteer treasurers help make sure these funds are spent in the most effective way.
What can you expect to be doing?
- Preparing budgets
- Keeping accurate financial records
- Reporting financial records via ‘Cashlog’ (Cats Protection supplied software)
- Paying invoices and volunteer expenses
- Being part of a team which ensures there are sufficient funds to meet expenditure
- Updating and advising others on income received, expenditure and available funds
- Managing and monitoring donations made to the group
- Following financial procedures e.g. Gift Aid returns and VAT claims
What are the benefits to you and the cats?
You will develop new skills, expand your knowledge and make a significant contribution to improving the lives of cats and kittens by overseeing the finances of a local volunteer groups or team. You will meet new people, make new friends and be part of a dedicated team of volunteers.
We’re looking for someone with
- Experience or knowledge of accounting, book keeping and/or good numeracy skills
- The ability to collect and present information clearly and logically
- Good communication skills
- Willingness to be part of a team
- Basic IT skills to use Cats Protection systems - training and support can be provided
- Good written and verbal communication skills
- The ability to use own initiative
- Committee volunteers need to be aged 18+
Time expectation
Our current volunteer treasurers usually spend between 2 to 4 hours per week in this role. More hours may be required at certain times, such as towards the end of the financial year but support is always available.
Support, guidance and keeping you safe
At Cats Protection we believe our volunteers should be happy and confident in their roles. We provide support and guidance from our National Cat Centre and through our regional and local volunteer groups and teams. We offer engaging online and face-to-face training, expenses and have policies and processes to help volunteers get the most out of their time with us.
The wellbeing of our people is important and at Cats Protection we are committed to safeguarding children, adults at risk and all those that we come into contact with as part of our activities.
Thank you for joining us and sharing in this commitment and for everything you will do during your time with Cats Protection.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Our partner supports individuals and research institutions in the Global South to produce, share and use research and knowledge to transform lives, and provide support to researchers globally through their online community platform.
They are seeking a new Treasurer to join their existing board in leading the organisation through their next exciting period of change. While they are seeking someone with knowledge of UK charity finance and legal requirements, they are particularly interested to hear from candidates from the Global South, wherever their current location.
The Treasurer will monitor the financial administration of the charity and report to the board of trustees at regular intervals on its state of financial health, in line with best practice, and in compliance with legal requirements.
The Treasurer role will require approximately 10-12 days per annum, including three Board meetings, two of which are usually virtual, and occasional virtual meetings with the Executive Director, Finance Manager, and Auditor. In addition, the Treasurer will chair the Finance and Audit sub-committee.
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For more Trustee and Treasurer roles please visit the AfID website.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Treasurer (trustee) for Home-Start Bracknell Forest
Do you have financial skills and enthusiasm to help an organisation that supports families of young children?
You could be the next Treasurer for Home-Start Bracknell Forest, and help drive our vision.
Set up in 1993, we support families with at least one child under five in Bracknell Forest. We are an independent charity, and although associated with the federation of Home-Start UK, our trustees independently govern our direction and manage our finances. As the cost of living crises impact on families, we’re needed more than ever; our trustees are planning our future, and need good financial governance in order to survive and grow.
Our income in 2024/25 will be ~£140k, so we’re a small charity, with a big impact.
The role and what we are looking for in a new Treasurer
Our Board includes people with experience and skills in support for Early Years; we’d expect our new Treasurer to have empathy with our cause and the families we support.
As someone with a professional background in accounting or finance, you’ll use your expertise to help ensure sound fiscal decision-making across all Home-Start Bracknell Forest projects. We’d strongly welcome your financial or bookkeeping qualifications, although our finances aren’t complex. An understanding of how charity finance works is important, of course, with the ability to communicate financial information clearly, especially to other trustees. Support from our employees is always available, as they will be dealing with the day-to-day finances.
You don’t necessarily need prior experience of charity trusteeship, as support from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist support as a new trustee including access to external training.
We are a charity not a business, but we apply business principles to governing our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board, and strongly welcome applications from people from less-represented groups.
The focus of a trustee role is strategic, and trustees will not be expected to get involved in the organisation’s operations on a day-to-day basis; however, contact and liaison with other trustees and employees is expected.
We ask for about eight hours per month, although that may vary throughout the year, increasing at Year End and AGM, reducing at other times; that includes preparation for and attendance at Board meetings.
You will need access to digital communications, as much of our charity’s business is run that way.
How to apply
A detailed Role Description and Skills Specification can be made available to you upon request.Trustee appointments are subject to satisfactory references, to completion of an online Safeguarding course and an Enhanced DBS check.
Your CV or similar will be read by our existing trustees, and an online interview offered as soon as mutually convenient.
I need to know more
Contact Mike Allen via Quick Apply, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone).
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
This is a wonderful opportunity to lend your experience to a pioneering organisation that supports young people up to the age of 25 who are at risk or involved in Serious Youth Violence. The Violence Intervention Project (V.I.P) has been pioneering new approaches to working with young people involved in serious youth violence (SYV) since 2017.
To strengthen our Board and governance, we are looking for additional Trustees including a Treasurer.
The Treasurer will chair the finance committee and will focus on our financial and accounting controls as well as ensuring the ongoing financial security of the charity. The Treasurer will be responsible for the following:
- Help govern and advance the overall purpose of the charity in line with the Charity Commissions requirements.
- Oversee a specific committee and ensure it is carried out in legal, honest and accountable ways.
- Support staff team in operational implementation of each committee’s strategies and policies.
- Strategically work with CEO and Senior Leadership Team. Overseeing, approving and monitoring the financial standing of the charity and presenting financial reports to the Board regarding the organisation’s financial resources.
- Overseeing the charity’s financial risk-management process and reporting financial health to the Board of trustees at regular intervals. T
- Taking a strategic view to financial planning whilst also ensuring compliance and control processes are in place. Being assured that the financial resources of the charity meet its present and future needs.
- Attend regular board meetings.
What are we looking for?
We are looking for our new Treasurer to have the following skills and experience:
- A background in Financial Management/Accountancy. Knowledge of charity finance is an advantage but otherwise individuals with sound commercial experience and the skills to scrutinise and oversee the accounts of a growing charity, and advise Trustee Board on financial management.
- Skills to analyse proposals and examine their financial consequence
- A willingness to be available to give financial advice and answer enquiries from any staff or volunteers on an ad hoc basis.
- Be committed to the purpose, objects and values of the organisation
We are looking to enrich and diversify our Trustee Board and warmly welcome applications from anyone regardless of their age, experience, disability, ethnicity, heritage, sexuality, gender and socio-economic background.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
The Honorary Treasurer is a director of Healthwatch Bucks with specific responsibilities to:
1. Lead the Board in fulfilling its responsibility to protect the financial integrity of Healthwatch Bucks.
2. Provide support and guidance on financial matters to the Chief Executive and their Team.
3. Represent Healthwatch Bucks with key stakeholders as required.
Financial Integrity
The Honorary Treasurer leads the Board in protecting the financial integrity of Healthwatch Bucks by:
● Chairing the Finance Committee and, on its behalf, making recommendations to the Board.
● Keeping the Board informed about its financial duties and responsibilities, ensuring understanding of financial planning and budgeting and current and forecast finances.
● Monitoring and reporting the organisation’s financial health regularly to the Board in line with best practice, complying with its Articles of Association, financial legislation, statutory requirements, contractual obligations and necessary insurance cover.
● Ensuring that the organisation has and complies with up-to-date financial policies and processes including Risk Management, Reserves, Business Continuity and Financial Management & Internal Controls.
● Monitoring cash flow to ensure financial sustainability.
● Ensuring that financial transactions and reporting meet the conditions of contractual and other agreements with commissioners, funders, partners and sub-contractors.
● Acting as signatory or co-signatory in accordance with the scheme of delegation in the Financial Management and Internal Control processes.
● Presenting the financial accounts at the Annual General Meeting and overseeing the preparation of the accounts for statutory submission.
Support & Guidance
The Honorary Treasurer shares the duty of all Board Members to ensure effective policy making, strategic planning and monitoring of the performance of Healthwatch Bucks. Additionally, the Treasurer has specific responsibilities supporting the Chief Executive to ensure that:
● Financial planning processes are maintained and that available financial resources are appropriate to the aims of the organisation.
● Healthwatch Bucks has an effective strategy for generating and accounting for commissioned and donated income to achieve its objectives and manage its expenditure.
● The Board receives all necessary advice on the financial implications of strategic plans and projects.
● The Board is presented with budget statements, management accounts and financial information at all key points in the planning and budget cycle and that issues are outlined in a coherent and easily understandable way.
The Financial Management and Control Policy is kept up-to-date and implemented throughout the organisation.
● Proper procedures are followed for preparing, presenting and filing the annual financial statements.
● The recommendations of external financial advisors are reported to the Board and acted upon.
● Equipment and assets are appropriately recorded, depreciated, maintained and insured.
Representation
The Honorary Treasurer will, as appropriate:
1. Liaise with staff and contractors responsible for the financial activities of the organisation.
2. Represent Healthwatch Bucks with commissioners and sub - contractors, partners, Healthwatch England, bankers and members.
3. Act as a spokesperson or signatory for the organisation.
4. Liaise with the independent examiner on the annual management letter and related Board representation.
The client requests no contact from agencies or media sales.