Finance Volunteer

Purpose of the role is: to support the Treasurer, our Manager and our staff team with some of the
weekly finance tasks. Our Treasurer is also a volunteer, they sit on our board of trustees who are
legally responsible for the correct running of the charity. Our Treasurer has a lot of tasks to look
after, and your role will support them to do their role better. The work that we do requires our
Manager to be out in the community, ensuring our work is at a good standard and to meeting with
funders or partners. Our staff team spends time out in the community listening and supporting
people to live independently. Volunteering to support us carry out our finance tasks will enable us to
run our charity more efficiently, be better at fundraising and help our board to ensure good
governance.

What does this involve:
● Undertake bookkeeping duties using our Zero software package ensuring posting and
bookkeeping is kept up-to-date.
● Maintain the petty cash system and regularly process petty cash claims.
● Regularly carry out reconciliations.
● Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.
● Make the necessary arrangements to collect payments from debtors and bank payments
promptly.
● Support the Treasurer and Manager in production of an annual budget and budgets for
funding applications and funder report
● Support the Treasurer in production of a quarterly trustees meeting report giving the financial
position (balance sheet, cash flow, fundraising performance etc).

Skills or attributes you will need:
Knowledge of computerised booking systems is essential. Knowledge of Zero package is desirable
IT skills are essential.
Ability enter data accurately
Experience of preparing budgets and financial forecasts
Good communication skills
Can deal with problems in positive way
Enjoys being part of a team, be flexible and non judgemental

What you might gain:
A greater knowledge about your local community
Knowledge of financial practices within the charity sector
Knowledge of charity sector governance and structures
Knowledge and experience of fundraising
Experience and skills that you can detail on application forms or CVs

Who will supervise me / who do I go to if I have a problem:
You’ll be working as part of a team and will be supervised by the Treasurer and Manager of
Moorland Community Caring.

Time commitment:
The commitment for this role is flexible, although a minimum of 1 hour a week is most likely.
We are flexible about when you volunteer but we really appreciate you being honest and letting us
know if your circumstances are changing and you can no longer commit to volunteering.

Location:
We don’t have a base, as such, we do have a meeting space at Ashburton Hospital where we can
meet volunteers and do work from. We meet in community building, in public spaces or on zoom.
We know that many people volunteer to have contact with people. If you are volunteering to have
social contact please make us aware so we can make sure the role will suit your needs.

Volunteer expenses:
We currently do not have a budget for this although we are seeking funding to cover travel
expenses. We are committed to reducing barriers to volunteering. If you would like help with travel
please let Sarah Kersey know during the recruitment and induction phase.

What happens next:
We will invite you to an informal interview meeting where we will have a conversation about the role
and you can ask us some questions about the role and the charity. This isn’t a formal interview, it's
just a way to make sure the role will work for both yourself and the organisation too.