Income and Finance Liaison (Senior Officer)

KEY INFORMATION

Location: Manchester, Bristol, Newcastle, Nottingham, or London

Hours: 37.5 hours (we are happy to consider part time with 0.6 FTE as a minimum)

Start date: November 2024 (we are happy to work with you and your notice period)

Duration: Permanent

Salary: £30,900 - £34,250 per annum if based in London. £28,325 - £31,675 per annum if based in Manchester, Nottingham, Newcastle or Bristol, plus a £312 yearly tax-free work from home allowance.

Application deadline: 27th October 2024

 

ABOUT UPREACH

Do you think that your socio-economic background should determine your career prospects?  

upReach’s vision is of a society in which everybody has an equal opportunity to realise their full career potential. Our work is important because right now a student from disadvantaged background who gains a first-class degree from a top university is less likely to secure an elite job than a more privileged student with a 2.2. 

We are an award-winning charity employer working to address this issue in partnership with employers and universities. We help undergraduates from lower socioeconomic backgrounds achieve their career potential by providing an intensive programme of support that addresses socio-economic barriers to graduate employment. 

To find out more about how we support our students, visit our website and read our Annual Report, and Impact Report. 

 

ROLE SUMMARY 

upReach has grown quickly over the last 5 years, and our successful Income Generation brings with it a number of administrative elements, which are currently spread across numerous team members. We are investing in this new position in order to centralise those diverse admin responsibilities, with the Income and Finance Liaison Senior Officer taking full ownership of the associated processes and deliverables, and helping to establish "best practice" to support the Charity in our next growth phase.

The Income and Finance Liaison Senior Officer will contribute to the growth of upReach by working across the Income Generation and Finance teams contributing to a wide range of income and finance related activities. You will support the teams to meet income targets and deliver the 2024-27 strategic plan.

 

OUR VALUES

upReach upholds the following values:

• Perseverance

• Integrity

• Advocacy

• Aspiration

• Proactivity 

 

CORE RESPONSIBILITIES

Reporting to the Director of Income Generation and External Engagement you will work closely with the Director of Finance, CEO, Finance and Programmes teams, and colleagues across the income generating and external engagement team;  supporting them to meet financial targets, provide excellent stewardship and to  implement key administrative and financial processes. 

The core responsibilities include: 

Income generation and External Engagement

• Ownership of a range of administrative tasks, including stewarding of donors and partners and support of the Development Board.

• Promptly addressing incoming queries from supporters and partners, including email, telephone and post; assist the team by managing;

  • Departmental email inboxes

  • Prioritising requests and responding where appropriate

• Oversee the management of contracts with partners and funders; generate, issue and follow up in a timely fashion.

• Support the timely production of monthly management reports.

• Play a key role in the complaints procedures for the department and conduct full investigations where needed.

• Work with the team to ensure all relevant data is created and maintained regularly and accurately on the CRM (Customer Relationship Management) database.

• Keep on top of developments, changes in trends and patterns, new techniques and legislation. 

Finance

• Act as the key liaison point between the income generation and finance team.

• Work with Finance to identify and find solutions to bottlenecks in the purchase order, invoicing and payment process.

• Ensure that money coming into the charity can be identified and coded accurately on the CRM database and finance systems.

• Create and maintain accurate records in the finance system, including billing values, timings and dates.

Team Working

• Work with colleagues across the department and organisation.

• Lead and support rotatees (Team members on the Graduate scheme) and volunteers as required.

• Ensure upReach promotes a high performance culture and professional integrity.

• Support the implementation of business improvement and people development initiatives.

• Commit to the annual appraisal process, including deadlines and develop stretching, SMART OKRs (objectives and key results) to meet our strategic goals. 

Other

• Occasional out of office work may be required in order that the organisation is able to deliver on its commitments to its stakeholders

• Some UK travel will be required from time to time

Please note that it is not possible for the job description to cover the exhaustive list of responsibilities of your role due to the varied nature of the role. The job description aims to provide an overview of your remit.

 

SKILLS AND EXPERIENCE

The ideal candidate should display these skills: 

• Excellent organisational skills and the ability to prioritise and deliver to tight deadlines across different departments

• Strong administrative and numeracy skills

• Excellent communication skills (both oral and written) 

• Problem solving and solution focussed

• A wonderful team player with a positive and enthusiastic approach

This position would be suited to individuals who are committed to upReach’s mission. We are looking for someone who is passionate about social mobility and believes that background should not be a barrier to graduate employment. 

To be successful in this role, it is anticipated that you will have experience of working in a fast paced environment, and are able to demonstrate a high level administrative and numeracy skills;

• Strong relationship building and customer service experience with internal and external stakeholders.

• Experience working in a fast-paced environment.

• Ability to maintain accuracy and work independently to find solutions to problems.

• Supporting the preparation of annual budget reviews and KPI (Key Performance Indicators)/OKR reports (full training will be provided as required)

• Ability to work cooperatively with and through people to reach goals.

• High-level of computer literacy, specifically Google Suite

• Working on a variety of projects at the same time and delivering to deadlines.

 

TEAM CULTURE & BENEFITS: 

By joining the upReach team, you will be joining a team who are committed to supporting you in your career journey and fostering an inclusive culture. 

We offer: 

• Flexible and hybrid working.

• Statutory Holiday Entitlement of 25 days and bank holidays. This increases to 2 additional days after 2.5 years and then to 3 additional days after 5 years of working with us. 

• Birthday leave.

• Enhanced Parental Leave beyond statutory requirements for all team members. 

• 3% Pension Contribution, this increases to 5% after 5 years of working with us. 

• Cycle-to-work scheme.

• Monthly socials.

• Dedication to Staff Wellbeing through our Employee Assistance Programme 

• Personal Development Budget, activated after 6 months in the role.

• The opportunity to participate in our fantastic staff networks: 

  • Disability and Inclusion Network

  • Ethnic Minorities Network 

  • Green Network 

  • LGBTQ+ Network

  • Mindfulness Network

  • Parents and Carers Network 

  • Socio-economic Background Network

 

READY TO APPLY?

We are committed to making our recruitment process inclusive. All applications will be blind screened, and our job packs are available in Braille, large text or another format upon request. We can provide reasonable adjustments throughout our recruitment application process and on the job, and we'll always endeavour to be as accommodating as possible. 

Applications close at 11:59pm on 27th October 2024. 

 

EQUAL OPPORTUNITIES

upReach is an equal opportunities employer and does not discriminate in employment matters on the basis of race, ethnicity, religion, gender, age, disability, social background or any other protected class. We support workplace diversity and believe it creates dynamic and effective organisations. We are working hard to increase diversity in our team and would particularly welcome applications from ethnic minority candidates.