Account Management Jobs
Job Title: Fundraising Officer (Trusts)
Salary: £16,800 (£28,000 FTE)
Contract: Permanent, 3 days per week (or 22.5hrs per week on another agreed working pattern)
Location: Hybrid, at least one day per week in a Power2 office (London or Ashton-under-Lyne)
Annual Leave: 25 days paid holiday each year (pro-rata)
Power2 is a fast growing and energetic children and young people’s charity that has supported 27,000 young people since 2001. We are based in the North West of England and London and deliver early-intervention asset-based programmes to children and young people who have mental wellbeing challenges and are disengaged from school and more widely. We are well-known for our accredited Teens and Toddlers programme and its variations focusing on mental health, school transitions and physical activity, and are supporting young people via Power2 Rediscover, an intensive 1:1 wellbeing programme.
We believe there is no greater cost to society than unfulfilled potential. We support young people to get the most out of their education by helping them to improve their mental health and wellbeing and develop their skills. We inspire young people who are at significant risk of school exclusion to re-engage and fulfil their potential at school, at work and in life.
We have an opportunity to join our Fundraising Team as Fundraising Officer, raising the funds that enable young people to benefit from our life-changing programmes.
The majority of the successful candidate’s time will be spent in growing an already established Trusts and Foundations income stream; you will be responsible for writing applications to and managing relationships with small and medium grant-makers (giving up to c.£10k). You will have the autonomy to manage your own portfolio of new and existing funders, with support from the Head of Fundraising, and will support the wider fundraising team with research needs.
This is an exciting time to join the Power2 fundraising team, as we aim to grow and diversify our income sources. The successful candidate will therefore have the opportunity to be involved in the growth and development of new areas of fundraising and to be involved in activities reflecting their own interests and career aspirations.
Direct experience is not essential for this role – more important is that you possess transferable skills and can demonstrate experience in distilling complex information from a range of sources and communicating it in a persuasive, engaging way to different audiences. The successful candidate will therefore have excellent communication skills, be highly numerate and a great team player and collaborator.
We operate hybrid working, and this role can be based at either our London or North-West (Ashton-under-Lyne) office, with at least one day working in the office per week. We offer flexibility as to when the role’s hours are worked, and exact working patterns can be discussed at interview.
To apply please visit our website. On the second page of the application form, please upload a CV and personal statement. Use the personal statement as an opportunity to convince us why your skills and experience make you the right person for this role, paying particular attention to the criteria on the person specification. Applications without a personal statement will not be considered.
Interviews will be held w/c 16 December.
The successful applicants will be required to undergo an enhanced DBS check (child workforce) and provide details of two referees.
Power2 strives to be a diverse and inclusive place where we can ALL be ourselves. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Power2 is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. We may undertake an online search if you are shortlisted.
We believe every child and young person deserves the opportunity to thrive, even when things get tougher.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
About The Caring Family Foundation:
The Caring Family Foundation is a charitable organization dedicated to addressing some of society’s most pressing issues, from child hunger to environmental sustainability. We believe in the power of family and community to create positive change. Our mission is to deliver effective, impactful solutions to protect our planet and support those in need.
We are seeking a dynamic and experienced Head of Finance to oversee all financial operations and ensure our foundation adheres to the highest standards of regulatory compliance.
Key Responsibilities:
Financial Management:
- Oversee all aspects of financial planning, budgeting, and forecasting, ensuring alignment with the foundation’s strategic goals across UK and Brazil
- Manage and monitor cash flow, forecasts by restricted causes , and the overall financial performance.
- Prepare accurate financial reports for the COO, Founders or and Board of Trustees, including monthly management accounts, impact reports and reporting against the agreed KPIs
- Lead on the preparation of the annual budget, consolidating the UK and Brazil budget, and provide financial analysis to support decision-making across the organization.
Ensure compliance with all tax, financial, and regulatory requirements relevant to a charitable organization.
Compliance and Governance:
- Ensure the foundation complies with all legal, regulatory, and ethical standards, particularly in the charity and non-profit sector.
- Develop, implement, and maintain policies and procedures to manage risk and ensure strong governance across UK and Brazil
- Manage relationships with external auditors, ensuring timely submission of audited accounts and submissions to charities commission
- Monitor changes in relevant legislation and the charity sector, advising senior management on compliance and regulatory matters.
- Act as the main point of contact for legal matters and ensure that contracts and agreements are legally sound.
Risk Management:
- Develop and implement a comprehensive risk management framework to identify and mitigate financial, operational, and reputational risks.
- Conduct regular audits of internal systems and processes to identify areas of improvement.
- Implement safeguards to protect the foundation’s assets and reputation.
Team Leadership and Collaboration:
- Lead and mentor the finance analyst, promoting a culture of transparency, integrity, and excellence.
- Collaborate with the program teams to ensure financial goals and project goals are aligned.
- Support the fundraising team in grant applications, ensuring financial compliance and reporting for all grants and donations.
Key Requirements:
- ACA, ACCA, CIMA, or other relevant professional qualification.
- A minimum of 5-7 years of senior financial management experience, preferably in the charity, non-profit, or social enterprise sector.
- Strong understanding of financial management, charity governance, and compliance requirements.
- Experience in managing external audits and working with auditors, legal professionals, and regulatory bodies.
- Excellent knowledge of charity tax laws, financial regulations, and best practices.
- Demonstrated experience in risk management and developing compliance frameworks.
- Outstanding leadership and interpersonal skills, with the ability to communicate financial information to non-finance senior stakeholders and Founders clearly.
- Passionate about social impact, sustainability, and contributing to a mission-driven organization.
Job Title: Head of Finance and Governance
Location: London
Salary: £80k, depending on experience
Reports to: Chief Operating Officer
Type: Full-Time / Permanent 5 days in office
We promote a working environment in which equal opportunity and diversity is recognised, valued and encouraged.
The client requests no contact from agencies or media sales.
About us
Founded in 1951, the Refugee Council exists to support people who come to the UK in need of safety and speak out for compassion, fairness and kindness. We achieve this by providing expert advice and casework, building the capacity of refugee community organisations, and working with allies across society to change government policy.
Our vision for refugees to be welcome to live safe and fulfilling lives contributing to the UK has never been more urgent and needed.
About the role
The Finance Officer at the Refugee Council plays an important role in efficiently managing resources and financial processes, ensuring funds are directed to support refugees effectively. By maintaining accurate records and timely funding, the role supports refugees in building secure lives and contributing to UK communities.
Roles and responsibilities
- You will post purchase invoices on the accounting system daily and raise sales invoices as they become available (on average, 10 sales invoices per week).
- You will allocate direct debit payments to the staff credit card statement monthly.
- You will manage petty cash payments, perform cash counts, and reconcile the cash tin.
- You will work alongside the Senior Finance Officers to allocate incoming funds to income accounts and resolve discrepancies.
Inclusion and accessibility
Ensuring that the Refugee Council is an inclusive and accessible place to work is important to us. We want to enable people from diverse backgrounds to apply and thrive with us. We believe our recruitment process enables that and are also happy to make adjustments on request.
For more information on the role and to apply, please visit our website via the apply button.
Closing date: 9 December 2024.
Interview date: w/c 9 December 2024.
Ensuring that the Refugee Council is an inclusive and accessible place to work is important to us. We want to enable people from different backgrounds to apply and thrive with us. We believe our recruitment process enables that and are also happy to make adjustments on request.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Talent Set are excited to partner with Northamptonshire Health Charity to recruit for a Trusts & Foundations Manager on a permanent, part-time basis.
What’s on offer:
Salary: £41,500 FTE
Contract: Part-time, 3 days (21 hours) per week
Working Pattern: Hybrid/remote, with monthly travel into the office required
This is a brand new role within a growing fundraising team, perfect for an experienced Trusts fundraiser keen to develop and grow income aligned with the Charity’s strategic objectives.
Key duties include:
- Lead on strategic development of Trust and Foundation/grant revenue, with a focus on growing sustainable income for the charity in line with agreed targets
- Lead on the development, preparation and submission of professional, personalised and compelling grant proposals/applications and reports to secure new funds
- Collaborate closely with hospital staff to gather information and data needed for funding applications and reports that include outcome and impact measures to secure funding and enable robust reporting back
- Respond and apply to NHS Charities Together grant opportunities as and when appropriate
- Report regularly on all grant income, expenditure, activity, outcomes and opportunities providing accurate and timely information as required
- Proactively research, identify and apply to new funding opportunities
- Develop and manage a comprehensive stewardship journey for trusts and foundations, ensuring engaging and personalised account management
We’re looking for the following skills and experience for this role:
- A strong track record of identifying, cultivating and securing funding from Trusts & Foundations especially grants of £50k+
- Experience writing compelling and successful funding proposals
- Strong understanding of the funding landscape, including knowledge of major trusts and foundations in the sector
- Grant writing expertise - exceptional writing skills with the ability to craft persuasive proposals tailored to different audiences
- Strong communication and relationship management skills, with ability to connect and influence a range of stakeholders
To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to every application.
We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.
Are you a confident, proactive, and creative fundraiser? Do you like to seek out opportunities from your thorough research and build productive relationships using your great communication skills?
Your existing experience in fundraising and desire to succeed will be essential in this role; if you also want to make a difference for nature, Surrey Wildlife Trust are looking for you!
About the role
In this exciting and challenging role you will support the fundraising team to build and develop relationships with corporates which result in the generation of income and beneficial strategic partnerships for Surrey Wildlife Trust. Reporting to the Corporate Partnerships Manager and working with other members of the Fundraising and Communications teams, this role will be responsible for account support for existing corporate members and partners, creation and delivery of corporate communications plans and organisation of corporate volunteering events.
Using existing leads plus building new relationships, your creative flair will generate compelling content and proposals tailored to different audiences and feed into press releases, newsletters, pitches and social media posts. There are real opportunities to shine whilst promoting our essential aim to connect nature.
Travel across Surrey will be a necessary part of the role to visit our projects, sites, donors and other partners.
About Surrey Wildlife Trust
Our head office is based in Pirbright, and our hybrid working policy aims to provide a good work/life balance which can incorporate partial home working whilst having an interesting working environment. The salary offered to successful applicants will form part of a benefits package including: above minimum pension contributions, life assurance of 4 x salary, employee support scheme, 22 days holiday (plus Bank Holidays), flexible / hybrid working policy.
We are committed to having an inclusive and diverse workplace and encourage applications from backgrounds which may be underrepresented in our sector, including people from minority ethnic backgrounds and people with disabilities.
We aim to offer an interview to all candidates that meet the essential criteria for the post. Please let us know if you require any adjustment to make our recruitment process more accessible.
Please look at the full job profile to see if you match our criteria and would enjoy working with motivated, passionate, wildlife friendly nature professionals and fundraising experts.
If this is the role for you, please send a completed application form, available at our website, search for jobs, or send a full CV and covering letter to Charlie Thefaut, Corporate Fundraising Officer, by the closing date of Wednesday 4th December 2024.
Surrey Wildlife Trust is the only local organisation dedicated to ensuring Surrey is a place where both abundant wildlife and people can live and thrive together.
Our aim is simply to connect nature.
Guided by a collaborative vision where we all play a part in connecting nature, we provide expert advice and guidance to landowners and managers, making sure the land we look after leads by example, while inspiring and educating people and organisations across the county on what they can do. By doing this we will create a Surrey that is full of diverse and abundant wildlife, where nature is at the heart of individual choices, corporate decisions, and local economic and policy making. One that helps tackle the ongoing climate emergency, while supporting the health and wellbeing of all who live here.
The client requests no contact from agencies or media sales.
We are looking for a Finance Consultant for our War on Want Financial Changeover Project.
War on Want is a radical charity, formed over 70 years ago which exists to campaign for action on the root causes of poverty. These are understood to be political, the result of choices made by governments and corporate elites. War on Want’s history has taught that only by educating the public about the root causes of poverty and the solutions needed, alongside them taking collective action together, can we bring about the change needed.
War on Want works in the UK and globally with in partnership with trade unions and grassroots social movement groups to challenge the structures of poverty and injustice.
The Council of Management of War on Want together with Senior Management team have decided to invest in a financial system upgrade that involves the following:
- Migrating from existing accounting package, Exchequer, to a new accounting package (to be confirmed and chosen with the consultant) with no loss of data.
- Revising the existing chart of accounts, cost code and department codes structure to make it more user-friendly.
- Producing a new more sophisticated template of management accounts that feeds into an accounting system of choice.
- Providing training on the use of new accounting system and writing a manual for different groups of users (capturing key processes and tasks).
The budget for this work will not exceed £15,000 excluding VAT, and includes all related costs and expenses.
Proposals are invited to bid for the work which should include an outline of key tasks, timelines, and costs.
Further details can be obtained in the terms of reference.
Proposals should be submitted by 29 November 2024.
Interviews to commence w/c 9 December 2024.
Proposals are invited to bid for the work which should include an outline of key tasks, timelines, and costs.
We are excited to be recruiting our first Executive Manager who will take responsibility for business and funding processes across the organisation, working closely with our existing Clinical Manager, staff and volunteer team and the board of trustees to capitalise on the organisation’s recent successes and support our growth and development.
About Share
Share Psychotherapy is one of the city’s major mental health charities. Established over fifty years ago, we offer medium- to long-term therapy at nominal fees to people on low incomes. We deliver high quality services offering a range of psychodynamic and creative therapies and modalities. Around 80% of our clients have annual incomes of less than £12k, and we are therefore working at the vital intersection of psychological distress and poverty in the city.
Having moved to our new city centre location in 2023 we are now well established in our new premises and ready to capitalise on the benefits the new premises and location offer to the organisation. This requires a dedicated business leader who can take care of the day to day running of the organisation as well as contribute significantly to the development of future strategy.
We work closely with other charities and the NHS to deliver for the Sheffield population, and we seek to expand the relationships we hold across the sector, to meet increasing demand on mental health services through collaboration.
The role
The Executive Manager is a new senior leadership role, leading on the organisations’ fundraising, partnership and service development and supporting the board in all aspects of organisational governance.
We are looking for someone who thrives in a varied role, bringing professionalism, collaborative style and leadership to the organisation. The role involves leadership in core areas, such as HR processes, charity governance, fundraising and oversight of client finance and building maintenance
Working closely with the Clinical Manager the postholder will ensure that the core functions of the organisation support and enhance the delivery of our clinical service. The role will manage a small office management / administrative team comprising both paid and voluntary staff.
This is currently a fixed term, part time role, which we seek to extent it into a full time and permanent role subject to secure additional and sustainable funding.
Job description
Service Development
- Develops links and partnerships with other organisations, representing Share and attending external meetings
- Identifies and pursues additional avenues of funding
- Completes funding bids for routine funding opportunities and manages relationships with funders from proposal submission to reporting
- Plays an active part in strategic and business planning with the board of trustees, setting stretching but achievable goals for the organisation.
- Manages and improves as and when required data collection processes, collating and analysing data to informing governance, fundraising and business planning
Governance and Compliance
- Provides support to the Chair of Trustees to ensure sound the governance of the organisation
- Delivers timely and reliable administrative support to the board of trustees, specifically around quarterly board meetings, AGMs and other governance matters
- Manages the organisational risk register, reporting regularly to trustees
- Leads on policy development, compliance and annual reporting cycles
- Maintains and updates HR processes and employment practices
- Working with the clinical manager to assess client experience and ensure a high level of customer/client satisfaction
Operations
- Leads on building management, health and safety and identifying and scheduling building maintenance work
- Oversees management of all elements of the operation of the building including, but not limited to, utilities usage and contracts, building access arrangements, security, first aid provision, fire alarm systems, lone working procedures, and relevant organisational insurances.
- Oversee maintenance and development of the website and IT systems
- Responsible for managing and developing all operational policies
HR
- Oversee and develop all HR policies and processes in consultation with the board of trustees
- Hold monthly performance and development check-ins with staff and volunteers as appropriate
- Provider leadership to the office management/administration team of both paid and voluntary roles
- Oversee the provision of compulsory trainings to all staff and volunteers at Share
- Hold responsibility for organisational compliance with recruitment and DBS legislation and practices
- Deliver strong safeguarding processes working closely with the Clinical Manager
- Lead recruitment processes
Finance
- Overview of payment processes including invoices, wages, and tax payments
- Manage monthly accounts working closely with the Treasurer, reporting regularly to the Board
- Developing budgets for funding bids and monitoring of expenditure
- Hold the organisation’s relationship with the independent examiner, undertaking the annual accounts process and Charity Commission reporting
- Be responsible for banking and bank signatory changes
Person Specification
We are committed at Share to providing a quality service to all our clients and volunteers. However, we know no one person ever meets all criteria fully. Therefore, please help us understand – through your CV and cover letter – which aspects you fully meet and have expertise in, which you meet partially, and which you think may need require support and on-the-job learning.
We are open to supporting an incoming Executive Manager to grow into the role.
Qualifications
- Educated to Degree level, or holds professional qualification relevant to the role (essential)
- Management, HR or Fundraising qualification (desirable)
Experience and knowledge
- Demonstrable experience of management roles at a senior level (essential), preferably in the mental health sector or charities
- Proven experience of fundraising from trusts and other grant making bodies leading to income growth (essential)
- Proven experience of partnership working with external organisations (essential)
- Experience of working in small organisations (essential)
- Experience of working with volunteers (essential)
- Experience of managing budgets, funding and finances (essential)
- Proven record in line management (essential)
- A strong interest in mental health issues and commitment to offering psychotherapy and wellbeing services (essential)
- Experience of building management, health and safety or operational compliance (desirable)
- Understanding of current HR requirements and national policy (desirable)
- Experience of working with, and reporting to, a Board of Trustees (desirable)
- Knowledge of the mental health and wider social service sector (desirable)
Skills
- A collaborative leader who values others and builds strong relationships (essential)
- Team leadership skills including managing other staff and/or volunteers on a day-to-day basis (essential)
- Ability to think creatively and strategically to drive forward development of the organisation (essential)
- Excellent communicator at all levels; able to represent Share and communicate its values and standards across networks (essential)
- Ability to manage and organise own time, caseload and professional development (essential)
- Commitment to developing self, others, and Share as a whole (essential)
- Competence in using IT to perform the role effectively (essential)
The client requests no contact from agencies or media sales.
Robertson Bell are working on behalf of The King’s Trust to recruit to a Treasury Manager position on a permanent basis. At The King’s Trust, we believe that every young person should have the chance to succeed, no matter their background or the challenges they are facing. We help young people from disadvantaged communities and those facing the greatest adversity by supporting them to build the confidence and skills to live, learn and earn.
The role of the Treasury Accountant is to ensure the effective management of the Trust's cash and investments and timely and accurate maintenance of the ledger. The role is expected to ensure that the treasury reconciliations are updated on a regular basis, manage the issue and governance of cash and procurement cards and assist the Head of Financial Operations in the stewardship of our cash and investment balances.
Key Responsibilities:
- Oversee the management, monitoring, and reporting of the Trust’s financial instruments, driving optimal performance and security.
- Act as the key liaison for internal stakeholders and Banking institutions, expertly managing transfers, investments, credit facilities, and account structures.
- Maintain and improve the bank mandates and user access framework, ensuring compliance and efficiency.
- Collaborate with the finance governance team to strengthen fraud prevention and monetary risk controls.
- Record and manage treasury transactions in the ledgers, upholding the highest standards of financial accuracy.
- Lead the monthly reconciliation of treasury codes, swiftly resolving issues and mitigating risks to maintain financial stability.
- Manage month-end treasury operations, delivering insightful reports that guide strategic decision-making.
- Provide in-depth working capital analysis, enabling senior stakeholders to optimise cash planning and maximise fund returns.
- Develop and deliver comprehensive cashflow reports and forecasts for Trustees and other key stakeholders.
- Partner with the Transactions Manager to enforce robust financial controls and oversee effective cash management training to enhance the organisation's control culture.
The successful candidate will:
- Be a qualified Accountant, part-qualified or qualified by experience.
- Have excellent interpersonal and communication skills in order to effectively produce information for financial stakeholders across the Trust.
- Be an experienced treasury and accounting professional who can confidently monitor cashflow, lead in liquidity reporting and forecasting, and manage working capital and analysis.
- Have experience working with banks, bank accounts, purchase ledger and procurement teams to promote effective and strong relationships.
The successful candidate will be based in their Birmingham office, requiring you to go into the office three days per week. You will also benefit from a fantastic holiday package, including 30 days annual leave, plus bank holidays and closure over Christmas and New Year.
Applications will be under constant review before the closing date so please submit your application to our agent Robertson Bell. Apply now to be considered!
We believe that every young person should have the chance to succeed, no matter their background or the challenges they are facing.
Corporate Partnerships Manager
Salary: £40,000-£44,000
Contract: Full time, Permanent
Location: London/Hybrid
Closing date: Rolling
Benefits: Up to 11% pension, 25 days leave + bank holidays, bonus scheme, access to all sites
We have a brilliant opportunity for a Corporate Partnerships Manager working for the highly acclaimed Historic Royal Palaces charity. This role will support the Head of Philanthropy and Partnerships. As part of the role, you will take responsibility for delivering a sustainable growth strategy, managing a seven-figure relationship, and using your experience to secure new partners and account manage existing ones to a high standard.
This role will offer you the opportunity to step up into line management, and to be supported ardently by a passionate board, working with some of the best fundraisers in the sector.
To be successful as the Corporate Partnerships Manager you will need:
- Successful track record in corporate fundraising including managing corporate membership programmes, or experience in account management in commercial environment.
- Excellent interpersonal and communication skills, evidenced by close, successful relationships with corporates, donors, board members and VIPs.
- Understanding of the cultural, heritage and tourism sectors.
If you would like to have an informal discussion, please call Ashby on 02030 062787 or email your interest along with your CV to [email protected].
Ashby Jenkins Recruitment are a specialist charity recruitment agency, we use our extensive sector knowledge and experience to match candidates to the most suitable charity jobs. We are passionate about improving equality across the sector, you can read more about our commitment to diversity here.
We take a relationship-led approach to recruitment in the charity sector and partner with you as the leading charity recruitment agency.
If enough applications are received the charity reserve the right to end the application period sooner.
About BRAC
BRAC is an international development organisation founded in Bangladesh in 1972 that partners with over 100 million people living with inequality and poverty to create opportunities to realise human potential.
About BRAC in Europe
BRAC's European office plays a pivotal role in forging strategic partnerships in support of BRAC’s programmes. We build impactful, long-term relationships with partners whether they be governments, private sector organisations, or major private donors. We also play a leading role in engaging with policymakers in Europe to tackle extreme poverty.
To support BRAC’s global mission and growth ambitions we are embarking on a new strategy to secure long-term strategic partnerships in key European markets, including the UK. We are building a team of exceptional fundraising leaders with the vision, passion and expertise to lead the organisation into our next phase of development.
About this role
The Trusts & Foundations Manager (UK) will be a vital part of our Partnerships team. BRAC has identified Trusts and Foundations in the UK as a key programme partnerships priority, and this role will lead our work to forge and steward new and existing partnerships with trusts and foundations in the UK, including corporate funders.
This role is a fantastic opportunity to become part of a truly unique development organisation formed and led from the Global South, to help take our UK trust and foundations, including corporate portfolio to the next level. We are seeking an entrepreneurial and ambitious fundraising leader, either from the for-profit or not-for-profit sector, with a track record of co-creating strategic partnerships with foundations and corporations, who is a self-starter and will relish the opportunity to grow BRAC’s foundations and corporate portfolio to deliver impactful, long-lasting change.
If this is you, we’re keen to hear from you. Send your CV and covering letter by the closing date of 12 December 2024.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Role Purpose
The Senior Accountant will be part of the Khalsa Aid Management Team and will report to the CFO. You will provide financial leadership in all financial areas including production of monthly accounts; financial controls; general accounting; budgets; financial planning and analysis; policy management and adherence; compliance; risk; exchange rate management; key business and financial processes; cost management and auditing. You will play a crucial role in ensuring the organisation’s financial health, compliance and efficient operations.
Key Responsibilities
Financial & Operational Management
- Preparation and approval of all financial reporting materials and metrics; including monthly Business Performance Report, KPI’s, and Management Accounts, Project Aid reporting as well as annual financial reports
- Oversee budgeting, and the implementation of budgets, setting goals.
- Present operational metrics to monitor progress on the efficient spending of KAI Charity Aid funds. Implement a programme of timely corrective actions where necessary thereby implementing best in class practices
- Ensure that financial records and systems are maintained in accordance with Generally Accepted Accounting Principles and are compliant with Charity reporting requirements
- Ensure compliance with organisation policies and procedures, a robust controls environment is in place and that approval processes are adhered to
- Manage cash flow and exchange risk including proactive working capital management and accurate cash forecasting
- Direct all financial, project-based, and departmental accounting including foreign operations
- Ensure Management Information Systems are appropriate for internal, external and regulatory requirements
- Evaluate business processes, recommend and implement improvements
Team Management
- Provide leadership to the Accounts Assistant by providing clear goals and objectives.
- Lead with a management style that creates a culture that fosters collaboration, encourages cooperation, promotes creativity, values willingness to assume prudent risk and responsibility, reflects a sense of urgency and ensures results driven work environment
- Engage other members of the Khalsa Aid Team to facilitate cross-department collaboration that ensures that all financial and related IT solutions positively support the business’s strategic plan execution, operational delivery, and data collection needs
Detailed tasks to be carried out:
- Day-to-Day Financial Operations:
- Monitor bills, invoicing, donations, and other transactions.
- Oversee the work of the Finance Assistant.
- Register invoices from suppliers and service providers for payment.
- Handle various donation platforms (e.g., JustGiving, Enthuse, Worldpay, Donorbox).
- Post and review month-end journals, accruals, and prepayments.
- Process purchase orders and bills.
- Answer supplier and donor queries.
- Monitor email inboxes and confirm donations.
- Banking and Reconciliation:
- Enter payments in the bank for authorization.
- Complete and check bank reconciliation for various accounts using XERO.
- Monitor restricted fund movements.
- Track and report fund utilization.
- Maintain petty cash and handle cash/cheques.
- Cash Flow Management:
- Monitor cash flow and ensure liquidity for overseas operations.
- Inform Treasurers about fund requirements.
- Arrange cash for overseas travel.
- Payroll Duties:
- Process monthly payroll, including RTI submissions and pension feeds.
- Handle new starters, leavers, absences, and statutory leave/pay.
- File P11D-B for benefits in kind.
- Audit and Compliance:
- Coordinate annual audits with external auditors and department managers.
- Assist in writing and finalizing the Annual Trustee report.
- Ensure compliance with regulatory requirements and internal policies.
- Liaise with auditors and third-party contractors.
- Assist with annual reviews from charity commissions and banks.
- Develop and enforce financial policies and procedures.
- Financial Planning and Analysis:
- Support CFO in month-end and year-end processes
- Assist in forecasting and budget preparation.
- Conduct variance analysis and review balance sheet reconciliations.
- Implement audit recommendations.
- Stay informed about accounting software and technological advances.
- Insurance – ensure adequate cover for insurance.
Role Requirements
- Able to work flexibly to meet the demands of the role to get the job done.
Qualifications/ Skills Required
- Recognised professional accounting qualification or enroute to qualification
- Educated to degree standard
- Work experience is essential – 2-3 years in a busy organisation, preferably a UK charity
- Knowledgeable of the regulatory and reporting requirements for a UK Charity
- Technically and managerially competent with impact awareness of specialist areas including accounting, controls and governance, audit, ethics and risk management
- IT literate – Microsoft, finance and management accounting systems, ERP systems
- Experience in XERO and Gift Aid will be an added advantage
- Additional languages such as Punjabi, Hindi or Urdu would be advantageous
Recognise the whole human race as one
The client requests no contact from agencies or media sales.
An Institute established by Royal Charter, is seeking a Finance Manager.
The organisation has income of Approx £1.1 million.
Part-Time Position; 0.5 FTE
Salary; £27,000
£54,000 Full time equivalent
25 days Holiday plus 8 days bank holiday.
This will be a Standalone finance position reporting into the CEO.
The Finance manager who will look after the range of book-keeping, reporting and accounting activities that are essential to its functioning. It is also expected that their advice will be helpful in discussion of existing and new initiatives that will lead to the Institute's further expansion and success.
Summary job description
They liaise with the Director in order to prepare the annual budget for Finance Committee and Council. They also monitor the institute's bank accounts, administer and prepare the Pay Roll, process invoices, maintain the ledgers, prepare and submit the accounts to the Charity Commission, liaise and prepare the institute's accounts for its annual audit, and prepare the relevant summary section for the annual report. Summary duties therefore include to:
- Process payments and receipts, monitor all accounts regularly
- Enter financial transactions on Sage Accounts and reconcile bank statements.
- Issue AIO and some other invoices and send reminders re outstanding invoices
- Keep staff salary information up-to-date, and prepare monthly payroll, work out and upload pension contributions
- Prepare annual accounts for main company and for three Trust Funds, and liaise with auditors
- Prepare annual budgets together with Director and Hon Treasurer
- Prepare quarterly VAT returns and file online
- Prepare and submit quarterly returns to Inland Revenue for VAT, and annual returns to Charity Commission for four charities.
- Organise and attend four annual meetings with investment fund managers and monitor investments
- Assist the Director in all financial and statutory matters, as required
- Grant applications/ reporting: assist staff as required and monitor reporting schedules
The client is reviewing on a rolling basis.
Are you a qualified Management Accountant looking for an opportunity to make a real impact? Are you Immediately Available? If so, please read on...
Our client, a leading organisation in the not-for-profit sector, is seeking a dedicated professional to provide expert financial insights and support to key operational areas. This is a chance to join a meaningful mission and contribute to organisational success through financial excellence.
Main Responsibilities
- Deliver comprehensive management accounting services, including budgeting, forecasting, and variance analysis.
- Prepare management accounts with clear commentary for non-financial stakeholders.
- Monitor and report on budget performance, highlighting risks and opportunities.
- Support financial aspects of staffing, including payroll corrections and headcount analysis.
- Develop and present financial reports to aid strategic decision-making.
- Assist with year-end schedules, audit queries, and ad-hoc investigations.
Essential Skills & Experience
- Fully qualified accountant (CIMA/CCAB preferred) with extensive management accounting experience.
- Advanced Excel skills and strong analytical capabilities.
- Proven ability to present financial information to senior management and non-financial audiences.
- Expertise in financial planning, budgeting, and forecasting within large organisations.
- Excellent communication and interpersonal skills, with a proactive, solution-focused approach.
Desired Skills & Experience
- Experience in charity sector accounting, including VAT and Gift Aid.
- Familiarity with Unit4 Business World/Agresso systems.
- Knowledge of KPI development and lean finance principles.
This is an amazing opportunity to take you through to 2025! Applications are under constant review so, please don't hesitate in applying as the advert can close at any time!
Join a mission-driven organisation and make your mark as a Management Accountant!
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
MLC Partners are working with one of the leading conservation charities in the UK to recruit a Commercial Reporting Manager to join their high-performing team. After a period of significant growth over the last few years, the organisation has diversified their income streams from both a charitable and commercial perspective. This high-profile position reports into a Head of Finance who has a keen focus on developing people and comes about following a promotion of the current postholder.
Main responsibilities include:
- Continue the promotion of a strong business partnering culture between finance other stakeholders across the organisation, including SMT members.
- Lead the annual budgeting and business planning process, including delivery of executive reports and presentations, ensuring strategic directional alignment.
- Manage the financial reporting, supporting the Financial Accountant with year-end and the annual report and lead a further team of three business partners.
- Oversee the monthly management account production with a specific focus on the commercial analysis and insight.
The successful candidate:
- Must be a fully qualified accountant with significant experience working in either another charitable organisation or in a commercial business.
- Will have demonstrable experience delivering slick reports and presentations to SMT, clearly displaying information to non-financial stakeholders.
- Display proven experience in leading a team covering financial reporting, budgeting and forecasting processes.
- Understanding of data visualisation tools such as Power BI will be beneficial but is not essential.
This is a fantastic opportunity for an ambitious Senior FBP or FP&A Manager looking for their next move into a broader position as step towards a future director role.
Applications will be reviewed daily, and the role may close before the advertised date. For more information or an informal discussion about your job search, please contact Jamie Elliott at MLC Partners.
Corporate Partnerships Manager
Salary: £38,000-£40,000 FTE per annum
Hours: 35 hours per week (flexible working considered)
Location: Remote-first (occasional travel to London or UK locations)
Contract Type: 6-Month Fixed Term Contract
Start date: week commencing 6th January 2025
Are you ready to drive impactful partnerships for a leading professional membership body?
Charity People are thrilled to be partnering with the Chartered Institute of Fundraising, the UK's professional membership body for fundraisers. Dedicated to championing excellence in fundraising, the Institute supports its members through cutting-edge professional development, education, and a strong network of peer collaboration. By connecting fundraisers across sectors and skillsets, they empower the fundraising community to share knowledge, drive innovation, and collectively strengthen their impact on the causes and communities they serve.
This interim role has been created to provide essential support in the lead-up to the organisation's annual conference in June 2025, which is a major source of income. As the Corporate Partnerships Manager, you will focus on managing and nurturing existing partnerships with corporate members, sponsors, and strategic partners to ensure the success of this flagship event and support the organisation's ongoing goals.
Key Responsibilities:
* Manage and maintain relationships with:
-80-90 corporate partners (approx.).
-40 sponsors (approx.).
* Lead sponsorship and exhibitor engagement for the annual conference, ensuring it meets income targets and strengthens key partnerships.
* Provide excellent account management, ensuring that partners feel valued and supported.
* Retain and develop corporate memberships by deepening engagement with current partners.
* Collaborate with teams across marketing, finance, and membership to deliver exceptional partner experiences and maximise opportunities.
What We're Looking For:
* A proven track record in developing commercial relationships and securing sponsorships.
* Strong communication and organisational skills with commercial acumen.
* Experience in memberships, fundraising, events or related environments and a passion for the charity sector.
* A proactive problem-solver with the ability to work independently and collaboratively.
Why Join?
* Flexible and remote-first working environment.
* Be part of a passionate, professional, and enabling organisation committed to diversity and inclusion.
How to Apply:
If you're excited about this opportunity and meet the requirements, please send your CV as soon as possible. Applications are reviewed on an ongoing basis, so don't delay in applying!
There will be a one-round interview stage via Teams week commencing 9th December, with a view for successful person to start week commencing 6th January 2025.
Charity People actively promotes equality, diversity, and inclusion. We match charity needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We know that greater diversity leads to greater results for the charities we work with.