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- Tasks: Oversee charity finances, support strategic planning, and ensure compliance with regulations.
- Company: Join a passionate mental health charity making a real difference in people's lives.
- Benefits: Flexible commitment, meaningful involvement, and the chance to shape financial growth.
- Why this job: Make a positive impact on mental health while using your financial expertise.
- Qualifications: 5+ years in finance, strong empathy for body image issues, and strategic thinking skills.
- Other info: Collaborate with a dedicated team and attend quarterly meetings in Oxfordshire.
The predicted salary is between 30000 - 40000 £ per year.
Reports to: Chair of the Board of Trustees
Location: Ideally SE England, near Oxfordshire (for in-person Board meetings). Remote/Teams meetings with CEO as required.
Commitment: 2–3 hours per week on average, with flexibility for busier periods (such as year-end accounts or budget planning). In-person Board meetings are held every quarter for 3 hours in the Oxfordshire area. Teams Meetings are held monthly for 1 hour (as required).
Application Deadline: 24/04/26
ABOUT BEEN THERE: Been There is a charity that provides peer mentoring, connecting people aged 18 and over with a vetted and trained mentor to help with any body image issues they may be experiencing. This gives them the opportunity to speak to someone who has ‘Been There’ themselves. Our Mentors are here to support, empower and, most importantly, listen. As a small but growing charity, we rely on committed trustees who can take an active, hands-on approach to help guide our financial and strategic growth. The Treasurer is a key member of the Board of Trustees and will provide leadership and oversight for the charity’s finances. This is a governance role, but, as a small charity, we require Trustees to be slightly more hands-on, particularly in overseeing financial processes, supporting the bookkeeper, and contributing to strategic financial decision-making. The Treasurer ensures that the charity’s finances are managed effectively, transparently, and in line with statutory and regulatory requirements.
DUTIES AND RESPONSIBILITIES
- Financial Oversight: Oversee and present budgets, accounts, and financial statements to the Board in a clear and understandable manner. Actively review financial records and provide guidance to the bookkeeper to ensure robust financial processes.
- Strategic Financial Planning: Work closely with the Board and CEO to ensure financial strategies and decisions are fully integrated into the charity’s strategic plans.
- Compliance and Risk Management: Ensure appropriate accounting procedures and internal controls are in place to safeguard the charity’s assets. Monitor and manage financial risk proactively.
- Statutory Reporting: Ensure compliance with all legal and statutory financial reporting requirements, including tracking restricted grants and reserves.
- Audit and Financial Analysis: Liaise with auditors, reviewing and interpreting financial reports and audits, providing clear and practical analysis to inform decision-making.
- Budgeting and Forecasting: Take an active role in developing, reviewing, and monitoring the charity’s annual budget and financial forecasts.
- Bookkeeping Oversight and Support: Act as the trustee lead for the charity’s bookkeeper, providing guidance, support, and hands-on oversight to ensure accurate records, timely reporting, and strong financial controls.
- Fundraising Support: Support the charity’s fundraising efforts by advising on financial viability, monitoring income against targets, and helping ensure long-term sustainability.
KNOWLEDGE, SKILLS & UNDERSTANDING
Individuals are sought who have a strong empathy with body image issues and related mental health concerns. We are particularly interested in candidates who combine financial expertise with a genuine interest in the wellbeing of people and are motivated by Been There’s mission and ambitions.
Experience: Minimum 5 years’ professional experience in finance, accounting, or a related field, with a strong understanding of charity finance, governance, and trustee responsibilities.
Qualifications: A recognised accounting qualification (e.g., ACA, ACCA, CIMA) is highly desirable but not essential.
Skills: Excellent financial and analytical skills, with strategic thinking and the ability to communicate complex financial information clearly to non-financial stakeholders.
Commitment: Ability to commit approximately 2–3 hours per week on average, including attendance at quarterly board meetings, preparation work, and involvement in specific projects. Flexibility to spend additional time during peak periods, such as year-end accounts, audit, or budget planning.
Location and Availability: Trustees are expected to attend quarterly in-person board meetings, ideally in the South East of England, near Oxfordshire. The role will also involve periodic online meetings (e.g., via Teams) with the CEO to discuss budgeting, financial planning, and emerging issues.
Values and Ethics: Strong commitment to the values and mission of Been There, with a passion for reducing the impact of body image issues on mental health and making a positive difference in the community.
WHY JOIN OUR BOARD?
- Make a real impact in the mental health and wellbeing space.
- Be part of a peer mentoring service that reflects the type of support the NHS and other health bodies consider a key focus for the future of mental health, contributing to innovative, peer-led approaches.
- Play a key role in shaping the financial and strategic growth of a small, ambitious charity.
- Work with a committed, passionate Board and team.
- Bring your professional expertise to a hands-on Trustee role that combines governance with meaningful involvement.
LEGAL RESTRICTIONS ON ACTING AS A TRUSTEE
You must be at least 16 years old to be a trustee of a CIO. You must not act as a trustee if you are disqualified under the Charities Act, unless your disqualification has been waived by the Commission. Reasons for disqualification include if you: are disqualified as a company director; have an unspent conviction for an offence involving dishonesty or deception (such as fraud); are an undischarged bankrupt (or subject to sequestration in Scotland), or have a current composition or arrangement including an individual voluntary arrangement (IVA) with your creditors; have been removed as a trustee of any charity by the Commission (or the court) because of misconduct or mismanagement; are on the sex offenders’ register.
You can discover more about becoming a Trustee here > http://tiny.cc/BecomingATrustee
Treasurer (Trustee - Mental Health Charity) in Beaconsfield employer: Been There
Contact Detail:
Been There Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasurer (Trustee - Mental Health Charity) in Beaconsfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity sector, especially those involved with mental health. A personal introduction can make all the difference when you're aiming for that Treasurer role.
✨Tip Number 2
Get familiar with Been There’s mission and values. When you chat with the Board or during interviews, show how your financial expertise aligns with their goals. It’s all about demonstrating that you’re not just a numbers person, but someone who genuinely cares about making a difference.
✨Tip Number 3
Prepare for those meetings! Whether it’s a Teams call or an in-person sit-down, come armed with insights on financial strategies relevant to charities. This shows you’re proactive and ready to contribute from day one.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Treasurer (Trustee - Mental Health Charity) in Beaconsfield
Some tips for your application 🫡
Show Your Passion: When writing your application, let your passion for mental health and body image issues shine through. We want to see how much you care about our mission at Been There, so share your personal connection or experiences that motivate you to apply.
Be Clear and Concise: Make sure your application is easy to read and straight to the point. Use clear language to explain your financial expertise and how it aligns with the role of Treasurer. Remember, we’re looking for someone who can communicate complex information simply!
Highlight Relevant Experience: Don’t forget to showcase your relevant experience in finance and charity governance. We want to know how your background makes you a great fit for this role, so include specific examples of your past work that demonstrate your skills and knowledge.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to keep track of all applications and ensures you don’t miss any important updates. Plus, it shows you’re keen to be part of our community!
How to prepare for a job interview at Been There
✨Know Your Numbers
As a Treasurer, you'll need to demonstrate your financial expertise. Brush up on key financial concepts and be ready to discuss budgets, accounts, and financial statements. Familiarise yourself with Been There’s financial history and current standing to show you’re prepared.
✨Show Your Passion
This role is about more than just numbers; it’s about making a difference in mental health. Be ready to share why you’re passionate about body image issues and how your values align with Been There’s mission. Authenticity goes a long way!
✨Prepare for Governance Questions
Expect questions around governance and compliance. Brush up on charity finance regulations and be prepared to discuss how you would ensure financial processes are robust and transparent. This shows you understand the responsibilities of a trustee.
✨Engage with the Team
Since this role involves working closely with the Board and CEO, think about how you can contribute to team dynamics. Prepare some questions about their current challenges and how you can support them, especially during busy periods like year-end accounts.