1. Upbeat Communities

Finance Trustee


We are looking for a trustee with finance experience to support our working empowering refugees to thrive.

This role closed on
This role has expired. To find more trustee roles, take a look at our current opportunities

Who we are

Upbeat Communities was founded in response to the needs of refugees arriving in the UK and the stories they shared of their lives and their journeys. Through building relationships with those from refugee communities we were able to identify their needs and the best ways to respond. We believe that making those who are fleeing war, persecution, and conflict feel welcome will give the best possible chance of integration, support and opportunities to rebuild their lives.

The role

​Our trustees play a vital role in making sure that Upbeat Communities achieves its core purpose. They oversee the overall management and administration of the charity, and they also ensure we have a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the leadership team to enable Upbeat Communities to grow and thrive, and through this, empower refugees to thrive.

Through regular meetings, strategy days and written reports provided to the board, trustees are able to set the direction of the organisation, develop its strategic objectives and support and keep the staff team accountable in delivering on these
strategic goals.

Trustee meetings are currently held every 2 months either in person in Derby or online (hybrid). We have an annual strategy away day and trustees are also invited to be part of our sub-committees. Trustees are requested to be available to attend occasional ‘unscheduled’ meetings or engage in email communications which address urgent business as it arises, join working groups when needed and spend time preparing for meetings by reading and considering the papers circulated before meetings.

Benefits of Being a Trustee

We believe being a trustee of Upbeat Communities offers a number of fantastic

  • Strategic decision-making that positively impacts the lives of over a thousand
  • asylum seekers and refugees every year
  • Supporting an innovative, talented and passionate staff team as they develop
  • our work and explore new services and ways of working
  • Being part of a committed and focused trustee team working to see the charity
  • grow
  • Using your skills, experience and passion to contribute to an effective and wellfunctioning
  • board
  • Opportunities to learn new skills and experiences to contribute to your own
  • personal development


Any individual acting as a trustee for Upbeat Communities would be required to
carry out the following:

  • Promote the vision, mission and values of the charity
  • Ensure Upbeat Communities and its representatives function within all legal and
  • regulatory requirements applicable, and in line with its constitution, continually
  • striving for best practice in governance
  • Determine the overall direction and development of Upbeat Communities
  • through good governance and clear strategic planning
  • Approve operational strategies and policies, and monitor and evaluate their
  • implementation
  • Oversee Upbeat Communities’ financial plans and budgets and monitor and
  • evaluate progress
  • Review and approve the charity’s financial statements
  • Ensure that key risks are being identified, monitored and controlled effectively
  • Provide support and challenge to Upbeat Communities’ Chief Executive in the
  • exercise of their delegated authority and affairs
  • Contribute to regular reviews of Upbeat Communities’ own governance.
  • Attend Board meetings, and be adequately prepared to contribute to
  • discussions.
  • Use independent judgment, acting legally and in good faith to promote and
  • protect the charity’s interests, avoiding any personal conflict of interests
  • Take appropriate professional advice in all matters where there may be a
  • material risk to the charity
  • Maintain confidentiality about all aspects of the trustee’s business

Finance Specific Duties

  • Lead on the strategic financial management of the charity at board level
  • Liaise with our outsourced finance team (including our Finance Director)
  • Chair the finance sub-committee (which meets 6 times per year ahead of every
  • board meeting)
  • Maintain a clear grasp of the charity’s financial position and ensure full and
  • timely financial transparency and information disclosure to the board
  • Support the board of trustees in financial decision making processes
  • Review and approve annual budgets
  • Advise on banking and investments
  • Take an active role in the financial audit process
  • Contribute to the financial management of our trading subsidiary (Upbeat
  • Enterprises Limited)

Supporting document(s)

  • finance-trustee-recruitment-pack-apr24.pdf - Download
This role closed on
This role has expired. To find more trustee roles, take a look at our current opportunities

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Trustees Unlimited believes that diverse boards strengthen society. We will strive to remove the barriers that prevent people from applying to become trustees and help our clients to recruit and support people with a wide range of skills and lived experience.

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