Volunteer opportunity description

Role Title:                CHV Finance Trustee

Relations with:       CHV Chair, Treasurer and Board of trustees, and senior staff and volunteers

Experience:             Five years’ charitable or commercial financial management, accountancy at a senior level

Role purpose:

  • To assist the Board to see the bigger picture
  • To bring a fresh perspective to financial planning and strategy
  • To support CHV’s Treasurer in ensuring resources are managed effectively
  • To advise the Board and Treasurer to ensure CHV’s financial management is of the highest standard and meets Charity Commission regulations
  • To support the Treasurer in monitoring CHV’s financial standing  and advise on cash-flow forecasting, income streams, out-going expenses and the overarching strategic management of the organisation’s financial resources.
  • To advise on CHV’s financial risk-management process and financial health to the Board of Trustees at regular intervals.
  • To act as a counter signatory on cheques and applications to funders and ensure that annual accounts are submitted to all relevant regulators in a timely fashion.
  • To support the Treasurer in liaising with external inspectors on financial issues and advice on measures to ensure that CHV’s finances are responsibly managed/invested for the betterment of its work and beneficiaries.

Budgeting and strategic financial planning

  • With the Treasurer ensure all strategic plans are financially appraised and budgets are aligned to both short-term and long-term objectives each year.
  • Assist the Treasurer to oversee planning/budgeting processes in participation with the Board and constructively challenge where required.
  • Suggest alternative scenarios while evaluating strategic plans as a part of the risk management process and as a part of performance and reporting scenarios.
  • Create greater transparency and accountability to improve resource allocation and charity’s image by adding specific measures as per SORP guidelines.
  • Assist with costings for bids and/or tenders.


Management Reporting

  • Ensure a high standard of management accounting is maintained in order to safeguard assets.
  • Liaise with the trustees and staff to prepare and produce management accounts regularly.


Statutory Financial Reporting

  • Board level liaison with external auditors on specific issues in the auditing process and related board representations.
  • Guide and advise fellow trustees to formally approve the annual report and audited accounts.


Reserves Policy

  • Develop and implement the reserves policy and safeguard CHV’s finances.
  • Keep the board informed of free reserves position regularly and advise to cope with changing circumstances.


Qualities of a Finance Trustee


·         Minimum five years’ charitable or commercial financial management at a senior level. Qualified accountant with demonstrated commercial awareness and knowledge.

·         Knowledge of charity SORP;

·         An understanding of the UK charity sector and good governance; Charity Commission and Companies House requirements; relevant legislation, eg Data Protection Act, and other statutory requirements. Proven ability to communicate and explain financial information to members of the Board and other stakeholders.

·         Analytical and evaluation skills, demonstrating good judgement.

·         An understanding of the challenges facing small to medium-sized UK charities in funding and resource management.

·         Knowledge of income generation in charitable or business sectors

  • Excellent networking skills, influencing and communication skills.
  • An ability to monitor progress and challenge with the right questions about financial strategy and implementation.

·         A good team player with creative problem-solving.

·         Either first-hand experience of or a strong interest in support for older people.



·         Knowledge of the voluntary sector.


Time Commitment

  • You will be required to commit to around one to two days per month, including a Trustee Board meeting every month.
  • In due course as CHV develops, you may also be a sub-committee member and attend specific meetings.


Our volunteer needs

We need volunteers who are free at these times


Volunteer opportunity location(s)

Volunteer opportunity locations map

About the organisation

Care Home Volunteers

Norman Edwards
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