ACFA Treasurer (Trustee)

ACFA Treasurer (Trustee)

Volunteer 30000 - 40000 £ / year (est.) No working from home possible
ACFA - The Advice Network

At a Glance

  • Tasks: Lead financial oversight and ensure ACFA's sustainability and governance.
  • Company: Join a dedicated charity focused on making a difference.
  • Benefits: Gain valuable experience in finance and governance with flexible time commitment.
  • Other info: Engage with a passionate team and contribute to meaningful charitable objectives.
  • Why this job: Make a real impact while developing your leadership and financial skills.
  • Qualifications: Experience in finance or accounting, with strong communication skills.

The predicted salary is between 30000 - 40000 £ per year.

Purpose of the Role

As Treasurer and Trustee, you will play a key leadership role in ensuring ACFA’s financial sustainability, governance, and strategic direction. You will contribute fully to Board decision‑making while providing expert financial oversight and strengthening financial processes.

Specific Responsibilities – Treasurer

  • Lead on financial oversight, ensuring the charity remains sustainable.
  • Oversee preparation and presentation of budgets, management accounts, and financial reports to the Board.
  • Ensure the Board understands the financial implications of decisions.
  • Monitor financial performance and risks, advising Trustees accordingly.
  • Oversee financial compliance and controls, liaising with the independent examiner or auditor.
  • Support the development and improvement of ACFA’s financial processes and systems.

General Responsibilities – All Trustees

  • Share collective responsibility for ACFA’s governance, compliance, and charitable objectives.
  • Attend quarterly Board meetings, prepare in advance, and contribute constructively.
  • Engage between meetings where required, including via email.
  • Make key decisions on strategy, risk, sustainability, and reputation.
  • Approve the annual budget, business plan, strategic priorities, and annual report and accounts.
  • Support Trustee induction, shared learning, and training.
  • Act in the charity’s best interests with reasonable care, skill, and diligence.
  • Uphold transparency and ethical conduct in line with the Nolan Principles and NCVO guidance.
  • Represent ACFA externally where appropriate, in line with its mission and values.

Time Commitment

Approximately 1 day per month. Attendance at quarterly Board meetings. Chairing and participating in the Finance and Fundraising Committee.

Person Specification

  • Experience in finance, accounting, or financial management (qualified or by experience).
  • Ability to communicate financial information clearly to non‑financial audiences.
  • Strategic thinking and sound judgement.
  • Commitment to ACFA’s mission and values.
  • Experience of governance or charity finance (desirable but not essential).

How to Apply

Email your CV with a covering note/letter to info@acfa.org.uk. Please put ACFA Treasurer in the subject line.

ACFA Treasurer (Trustee) employer: ACFA - The Advice Network

ACFA is an exceptional employer that values transparency, ethical conduct, and strategic thinking, making it a rewarding place for individuals passionate about financial sustainability in the charity sector. With a commitment to employee growth through shared learning and training opportunities, ACFA fosters a collaborative work culture where every Trustee plays a vital role in shaping the organisation's future. Located in a supportive community, this role offers the chance to make a meaningful impact while working alongside dedicated professionals who share a common mission.

ACFA - The Advice Network

Contact Details:

ACFA - The Advice Network Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land ACFA Treasurer (Trustee)

Connect with Local Charities

Reach out to local charities or non-profits that deal with financial literacy or economic empowerment. Many of these organisations look for volunteers with a banking background, and it’s a great way to get hands-on experience while giving back to your community.

Get Involved in Financial Services Events

Keep an eye out for financial seminars, workshops, or meetups in your area. These events often welcome volunteers and are a fantastic way to network with industry professionals. Plus, you might just learn something new while you’re at it!

Leverage School Resources

If you're still studying, tap into your university's career services. They often have partnerships with banks and financial institutions for volunteer opportunities, and can guide you to volunteer roles that complement your studies.

Showcase Your Commitment

When you’re volunteering, treat it like a mini-internship! Network with those in the industry, ask questions, and highlight your volunteer experience on platforms like LinkedIn. This not only enhances your profile but shows potential employers that you’re proactive and committed. And don’t forget: check out our website and apply directly for any volunteer roles that pop up at ACFA - The Advice Network!

We think you need these skills to ace ACFA Treasurer (Trustee)

Financial Oversight
Budget Preparation
Financial Reporting
Risk Management
Financial Compliance
Strategic Thinking
Communication Skills

Some tips for your application 🫡

Show Your Passion for Finance!:When applying for a volunteer role in banking and financial services, it’s key to express your enthusiasm for the industry in your cover letter. Highlight any relevant coursework, personal projects, or community involvement that showcases your interest and dedication to finance.

Quantify Your Experience:Even if you don’t have formal work experience, think about any finance-related activities you've participated in. Use concrete figures or examples of your successes, like organising a fundraising event or managing a budget for a school project. This is a great way to demonstrate your financial skills.

Tailor Your CV for the Role:Make sure to tailor your CV for the banking sector. Include any relevant courses, finance competitions, or certifications you’ve completed. Emphasise skills like analytical thinking and attention to detail, which are super important in this field.

Keep It Short and Sweet:Volunteering roles generally receive a lot of applications, so keep your application concise. Highlight your most relevant experiences and motivations in a clear manner. If you’re applying through our website, follow the instructions carefully to make sure you stand out from the crowd!

How to prepare for a job interview at ACFA - The Advice Network

Brush Up on Financial Regulations

Given that you're looking at a role in banking and financial services, it's super important to have a solid understanding of the key regulations and compliance issues in the industry. Make sure you’re familiar with terms like AML (Anti-Money Laundering) and KYC (Know Your Customer) as they often come up in volunteer positions.

Show Your Enthusiasm and Eagerness to Learn

Since this is a volunteer role, they’ll be keen on your motivation. Be ready to convey your passion for finance and how you’re eager to learn from experienced professionals at ACFA - The Advice Network. Share any relevant projects or coursework that demonstrate your initiative in this field.

Prepare for Scenario Questions

Expect some practical questions where they'll assess your critical thinking and problem-solving skills. They might present you with a hypothetical situation regarding customer financial issues and ask how you'd handle it – be ready to think on your feet!

Bring Evidence of Your Skills

Even though it's a volunteer position, don’t shy away from discussing any relevant experience that showcases your financial acumen, like coursework, projects, or even certifications. Prepare a brief portfolio to illustrate your competencies and how you can contribute to ACFA - The Advice Network.