Trustee - Finance Expertise
at Citizens Advice Disability Confident Committed Disability Confident EmployerJoin Our Board of Trustees Citizens Advice offers confidential advice online, over the phone, and in person, for free. Through our network, we give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are Citizens Advice—the people's champion. We empower individuals with the knowledge and confidence they need to move forward, no matter who they are or what challenges they face. Help shape the future of Citizens Advice Citizens Advice is one of the UK's leading charities, providing trusted advice to millions of people every year. We're looking for an experienced finance leader to join our Board as a Trustee, helping to ensure we remain financially resilient, well governed and able to deliver lasting impact for the people and communities we serve. This is an opportunity to contribute your expertise at the highest level of the organisation, influencing strategic decisions and supporting the long-term sustainability of a charity with a vital public mission. About the role As a Trustee, you'll work alongside fellow Board members to provide strategic direction, effective governance and constructive challenge. You'll help ensure Citizens Advice continues to deliver on its purpose while remaining financially strong and well positioned for the future. We are currently seeking a Trustee with significant financial expertise who can bring strategic insight to the Board and support our approach to financial governance, sustainability and long-term planning. Subject to approval by our membership, the successful candidate may also be appointed as Treasurer of the charity. About you You'll be a professionally qualified chartered accountant, ACA, ACCA, CIMA who would become the identified qualified accountant on our Board You'll bring:
- Significant leadership experience developing and delivering financial governance and strategy at Board level within a large and complex organisation, either as Trustee or non-executive director or working closely with Trustees or non-executive directors.
- Strong understanding of what constitutes a high-performing finance function.
- Proven experience leading or overseeing robust financial planning, budgeting and forecasting processes to support effective strategic decision-making.
- Strategic understanding of how to strengthen financial stability and diversify funding sources.
- Practical accounting experience with a strong understanding of core financial processes and controls.
- Experience supporting, developing and coaching senior finance professionals.
- Proven ability to support boards and senior leaders in navigating complex financial decisions, using clear, accessible and engaging communication. We're looking for someone who is
- Passionate about the mission and values of Citizens Advice.
- A collaborative and inclusive leader who values openness and partnership.
- An excellent listener who builds trust and strong relationships.
- Able to provide constructive challenge with diplomacy and respect.
- Someone who demonstrates integrity, authenticity and sound judgement.
- Ambitious about the difference Citizens Advice can make for people and communities across the UK. As a Trustee, you'll have the opportunity to make a meaningful contribution to one of the UK's most respected charities. Your expertise will help shape strategic decisions, strengthen our financial future and ensure Citizens Advice continues to provide trusted advice for generations to come. We hope you will consider making an application to join our Board as Trustee of Citizens Advice. To apply, please provide:
- A CV (no more than three sides) or equivalent biographical information.
- A short covering letter that explains your motivation, suitability, availability and confirms that you would not be subject to any conflict of interest. (EDI) is of strategic importance within the organisation and recognised as integral to all we do as a service.
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