Youth Leads UK Request (Portfolio)

Organisation Description

Youth Leads UK is a youth-led charity committed to empowering young people across the UK to realise their potential, develop their leadership skills, and become active contributors to their communities. Our mission is to create opportunities that enable young people, particularly those from underrepresented or disadvantaged backgrounds, to build confidence, gain new skills, and access meaningful experiences that shape their futures.

Our programmes have a proven impact – last year alone, we reached over 750 young people, with 87% reporting increased confidence, 92% developing new skills, and many taking up leadership roles in their communities. We strive to continue this impact by expanding our reach and deepening our support to ensure no young person is left behind.

What are they looking for?

We are seeking a finance professional to volunteer with Youth Leads UK on a distinct project to support our transition to a new financial management system. We are transitioning to Xero.

Transition to New Financial System:
- Support the setup and migration of our financial data to a new accounting system, ensuring all information is accurately transferred and securely maintained.
- Assist with the configuration of cost codes and expense codes, determining the appropriate level of detail and categorisation for effective financial tracking and reporting.
- Establish clear and accurate budget lines that align with our organisational goals and funding requirements.

System Configuration and Customisation:
- Provide expert guidance on structuring the new system, including setting up payroll, linking expenses to cost codes, and creating standardised financial reports.
- Offer hands-on support and training, particularly if proficient in Xero, to ensure the team is comfortable with the new system's functionality and features.
- Develop and document processes for ongoing financial management, including generating specific budget reports.

3-6 months. Can be remote. Approx 5 hours p/wk. Someone with finance experience, desirable knowledge of charity accounting, and proficient in financial management systems.