Cfo Jobs

Fundraising Development Manager

Fixed-Term, (Maternity Cover) Part-Time, Term-Time only

15 hours per week (flexible)

Pay Scale : H8, point 23 to H9, point 28  (dependent on experience)

Required : April / May 2024 

We are seeking a knowledgeable individual to oversee the Fundraising Development Manager position for a fixed-term, covering maternity leave. The successful applicant will have some professional experience of fundraising and/or education development, together with experience of developing good working relationships with a wide range of internal and external stakeholders.

If you have enthusiasm for fundraising and would like to be involved in helping us in continuing this important work for our school, please get in touch.

Caseworker

Forces Employment Charity is seeking an experienced and highly motivated Caseworker to join our team working on the CFO (Co-financing Organisation) programme in partnership with the probation service. In this role, you will provide specialist support to veterans within the criminal justice system, focused on early intervention, support and diversion to prevent re-offending. You will work closely with probation staff, partner organisations and lead providers to identify, engage and deliver emotional and practical support to veteran clients.

This is a Full-time 35 hours per week, home based role with regular attendance at Lewisham and Croydon Activity Hubs and frequent travel throughout the UK. This role has a salary £29,000 pa.

This will be a fixed term contract till 31 July 2024.

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​Role Overview:

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For the CFO programme, Forces Employment Charity is working in partnership with probation service staff and other partner organisations to provide specialist support for veterans in the justice system.This support is focused on early intervention, support and diversion at point of contact with justice system in order to prevent re-offending.

The successful applicant will be providing activities and support to clients within a formal contractual framework working to challenging targets.The role holder will need a strong beneficiary focus and the ability to rapidly form relationships with partners and local agencies.

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​Key Responsibilities:

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• Work with partners to identify and engage veterans with the CFO Programme.
• Undertake needs assessments with each veteran and jointly develop their support plan.
• Work as part of a team, together with Probation Service Staff and Lead Provider staff, was well as partner organisations providing specialist support.
• Deliver emotional and practical support to veterans working with partner organisations to provide specialist support for each individual as required.
• Work with the veteran to secure employment.
• Optimise the delivery of activities which are separately billed as part of CFO Programme.
• Ensure that all activity is recorded on the MOJ CATs system, or other system as required by the contract.
• Deliver any further activities reasonably required by the Op Nova National Manager or CFO Contract Manager, the Nova National Manager and the Forces Employment Charity.

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​Essential Competencies:

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• Understanding, empathy and knowledge of ex-forces personnel and the challenges they may face.
• Highly motivated and independent, capable of working remotely from their line manager.
• Resilient and able to work with individuals with complex needs and cope with the rigors that arise from working with veterans in the criminal justice system.
• Commitment to working with each veteran without prejudice and in an equitable manner, including those who are arrested for violent or sexual offences.
• Experience of working with people using a mentoring or coaching approach to engage and support the individuals we work with change their lives.
• Experience of working with others as part of a multi-disciplinary team.
• Excellent communication, organisation and IT/CRM skills.
• Excellent team players who will contribute to a diverse and dedicated team.
• Driving licence and use of own car.

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Security Clearance

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The successful candidate will be required to undergo a Disclosure and Barring Service (Enhanced) check and Non-Police Personnel Vetting (NPPV) Level 2 security clearance.

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If you are passionate about supporting veterans, resilient, and an exceptional team player, please apply with your CV and cover letter by midnight at 12:00 AM by 10th May 2024.

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Forces Employment Charity is an equal opportunities employer, and values having a diverse workforce. We actively encourage applications from all qualified candidates.

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The Richmond & Hounslow Methodist Circuit is looking for a reliable and committed individual to support the life and work of our group of churches in SW London. They will play a crucial role in ensuring the proper organisation and management of our finances to enable our mission.

Key responsibilities:

• overseeing the Circuit’s day to day financial management
• supervising payroll and staff expenses
• financial reporting
• working with our accountants to produce annual accounts
• helping the Circuit to plan for the future
• advising on all financial matters

Benefits:

• £12,376 per annum based on 14 hours a week (£17.00 per hour; equivalent to £33,592 pa full-time)
• pension contribution of 6%
• working from home, with occasional in-person meetings
• flexible working
• 30 days a year annual leave (f/t equivalent, including bank holidays)
• annual leave increases with long service
• opportunity for additional hours, by mutual agreement
• supportive staff team
• helping local communities thrive and serve those in need

For more details, please see the detailed job and person specification, and the terms & conditions.

This is a new role for the Circuit, replacing a volunteer. In designing the position, the Circuit has aimed for maximum flexibility to secure the best candidate for the role. Initially, the person will need physically to attend some meetings to familiarise themselves with the Circuit's operations and ensure a smooth hand-over. For the right person, though, there will be considerable flexibility about how the duties are fulfilled in the longer-term. It is specifically expected that the role will allow for flexible scheduling to accommodate other responsibilities, including caring.

The Richmond & Hounslow Circuit comprises seven churches in southwest London. As with all Methodist circuits, these churches function autonomously yet collaborate closely in their ministry and mission efforts. The Circuit oversees joint resources, including staff and property. Presently, it employs four full-time ordained ministers, one full-time lay pastor, and a part-time administrator. As a part of the Methodist Church, its mission is “to respond to the gospel of God’s love in Christ and to live out its discipleship in worship and mission”. To fulfil this mission, the Circuit fosters a broad spectrum of ministry within its congregations, focusing on worship but also engaging in outreach to the homeless, asylum seekers, new parents, and various other groups. Joining a welcoming team, the successul applicant will be a crucial part of an organisation committed to serving Christ and the community.

Closing date for applications: 10 May, 2024 (to begin work as soon as possible)*

* Please note that we will offer interviews earlier than the closing date for suitable applicants, so we strongly encourage you to apply as soon as possible, if interested.

The successful applicant will have the right to live and work in the UK. Although this post is home-based, the Officer will need routinely to attend meetings in London. Owing to the nature of the employment, we are unable to offer support in obtaining a working visa.

Head of Wellbeing and Grants – The Solicitors’ Charity

We’re looking for a Head of Wellbeing and Grants to provide collaborative leadership to the Wellbeing and Grants Team and its operations, which are the centre of the Charity’s core charitable activities. As well as running a personal caseload, you’ll work with the team to develop a systematic approach/methodology to case management practice and review, rooted in case management best practice.

Salary c£56,500 to c£63,500 rising to c£57,500 to £64,500 after a 6-month probationary period. The point on these salary ranges at which you will be paid is dependent on your location.

Flexible working arrangements are possible, including homeworking with occasional attendance in person at meetings, largely in central London. Most staff work from home, though we also have an office in southwest London (SW12).

The Head of Wellbeing and Grants role

We have recently agreed our strategy for 2024-2026 and one of the focus areas will be, with the CEO and others, to ensure the successful implementation of the 3-year Strategy, focussing on the Wellbeing and Grants aspects of the strategic aims.

As holder of this senior role, you will lead in collaboratively designing and implementing a consistent methodology for, and systematic approach to, new and existing clients contacting the Charity. You’ll also ensure that the tools and technology used to do this are in place, used consistently and reviewed regularly. As well as management oversight of the Wellbeing and Grants Team, you will also hold a personal caseload and be expected to support Case Managers with particularly challenging cases.

We’re looking for someone with at least 10 years’ experience in casework practice in a client support or advice setting dealing with conversations with people with complex needs and sometimes in distress.  And with at least 3-5 years’ experience in leading/managing a client support function like casework or grants/awards team.

Other key demonstrable skills and experience include having completed other relevant qualifications/training and courses in the sphere of advice and support work e.g. counselling, case management practice, therapeutic approaches et al.

Why should you join us at The Solicitors’ Charity?

We are a small (but growing), friendly, largely virtual organisation with an enthusiastic, skilled, and experienced workforce. We are excited to have finalised our new strategy that will ensure we embed a holistic approach to improving the wellbeing of solicitors in need and their dependents.

Besides competitive salaries we have generous pension arrangements (up to 10% matched employer/employee contributions) and holiday entitlement (30 days plus Bank Holidays for a full-time member of the team, and an additional day on or near your birthday). There are Employee Assistance and staff discounts programmes in place, and we are flexible about working arrangements (hours and location). We also are piloting a Wellbeing Award of up to £500/year.

To apply:

i) please send a concise CV (2-3 pages) plus

ii) a covering letter of no more than 2 pages fully and clearly explaining how you meet each of the criteria set out in the job description and person specification to the address given in HOW TO APPLY

Deadline: Noon on Weds 15th May 2024.

Please also address any questions to this email account.

Initial interviews: 24th May 2024 (tbc).

These may be held online. Please note, if we receive a high number of applications, we may close this advertisement early. We encourage you to complete your application as soon as possible to avoid disappointment.

Are you a Finance Manager looking for an exciting new hands-on opportunity? Do you have experience working on Charity accounts? Are you available immediately? If so, read on…

My client, a leading Not-for-Profit organisation is seeking an interim Finance Manager to assist the Finance Director through their year-end close.

The main responsibilities of the interim Finance Manager are:

• Manage the month-end process
• Assist the Finance Director with the completion of the annual accounts
• Ensuring that financial controls are adhered to and reporting any issues or non-compliance
• Routine month-end activities including reporting, journals, accruals, prepayments and dealing with relevant queries

My client is looking for:

• Experience dealing with Charity accounts in previous roles
• Experience managing the month-end close
• Able to assist with the statutory accounts
• Part quailed or qualified accountant
• Strong Excel experience and the ability to manipulate data

Based in London, my client offers hybrid work with 2 days a week in the office and 3 from home for the whole duration of the contract.

Applications are under constant review and the post can close early if the right candidate is found. Please apply immediately if this role is of interest.

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.

The Organisation

The Royal Parks (TRP) is a charity created in March 2017. We manage over 5,000 acres of diverse parkland, rare habitats and historic buildings and monuments in eight Royal Parks across London. These are Hyde Park, Kensington Gardens, The Green Park, St James’s Park, The Regent's Park and Primrose Hill, Greenwich Park, Richmond Park and Bushy Park.

We also manage other important public spaces including Brompton Cemetery and Victoria Tower Gardens. Our eight Royal Parks and other iconic green spaces are among the most visited attractions in the UK with 77 million visits every year.

We are now looking for a Personal Assistant to join our team on a permanent, full-time basis, working 36 hours per week.

The Benefits

• Salary of up to £32,666 to £39,187 per annum, depending on experience
• 26 days' annual leave (pro rata) plus public holidays, increasing to 29 days after 3 years’ service
• Pension scheme (3% employee contribution; up to 10% employer contribution)
• Hybrid/agile working options
• Private medical insurance and healthcare cash plan
• Employee assistance programme and access to mental health first aiders
• Learning and development opportunities
• Cycle to work scheme
• Offices in a beautiful location

This is an unmissable opportunity for a personal assistant with experience in supporting senior individuals to join our prestigious organisation.

Working in Hyde Park, you’ll be immersed in the stunning scenery of our green spaces, providing support that will secure their future. You’ll operate at the highest levels of our organisation, supporting our leadership figures and ensuring we can continue to provide London with vital green oases and historic spaces.

In return, we’ll support you with a range of great benefits, the chance to grow and develop with us and agile/hybrid working options that support a positive work/life balance.

So, if you want to work in the heart of London, surrounded by breathtaking views of lush landscapes and historic landmarks, then apply today!

The Role

As a Personal Assistant, you will provide support to two of our Directors and our Chief Financial Officer.

Acting as a conduit and gatekeeper for our Directors, key stakeholders and other individuals, you will provide administrative and organisational support to enable their day-to-day operations. This will include diary management, meeting arrangements, venue and hospitality booking, and financial tasks.

You will effectively process, circulate and respond to correspondence, as well as undertake research and prepare papers, briefings and presentations on a range of subjects.

Additionally, you will:

• Manage documentation and filing
• Support the wider Directorate teams
• Attend occasional out-of-hours meetings and evening events
• Take meetings notes and actions

About You

To be considered as a Personal Assistant, you will need:

• Experience of working as an assistant providing administrative, project and/or secretarial support to senior individuals or teams
• Experience of engaging and liaising with a range of service users and service providers
• Experience of managing and accurately maintaining physical and electronic filing systems
• Excellent written and oral communication skills

Other organisations may call this role EA, PA, Executive Assistant, Secretary, Private Secretary, Executive Administrative Assistant, Executive Personal Assistant, Office Manager, Executive Secretary, or Executive Office Assistant.

We want to put everyone in the best possible position to succeed and use Recite-me accessibility software. At the top of the application page, there is an “Accessibility Tools” button which you can use to complete the application form in a way that works for you. If you think that you may need more support to complete our application process, please do get in touch.

The Royal Parks is strongly committed to creating a diverse and inclusive workplace and is an equal opportunities employer. We value diversity and encourage applications from candidates from all backgrounds. We believe that the more inclusive we are, the better our work will be. To find out more on our approach to Equality, Diversity and Inclusion, please visit our website.

MLC Partners are partnering with a prestigious Charity based in South-East London, to recruit an experienced Finance Systems Consultant (interim).

This position will play a pivotal role in researching and implementing a new financial system, working closely with the Finance Director and team to automate and modernize internal controls and processes.

This is a full-time position, working hybrid (3days/week in the office), and will be an initial 6month interim position.

Key Responsibilities:

• Conduct a comprehensive assessment of the charities current finance system, and internal controls and processes
• Research, develop and implement a new finance system, with a strong focus on optimising finance operations, streamline processes, and enhance overall efficiency
• Collaborate with cross-functional teams to integrate the finance system with other business functions, ensuring seamless operations and data integrity

Key criteria:

• Professional Finance qualification (e.g. CIMA, ACA, ACCA)
• Proven experience and success in finance systems implementation and process improvement
• Demonstrated project management skills, with the ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously.

This role is due to commence at the end of April. Applications will be reviewed daily, and the role may close before this advert. Please contact Annabelle at MLC Partners to discuss further.

Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations which open new channels of funding to support the most impactful environmental grassroots projects. Our network comprises 20 members, based all over the world, and is growing steadily.

As the demand for our model increases around the world, our income and expenditure are growing in volume and complexity. We are looking for a Finance Officer to support our financial operations through this expansion: recording financial transactions, monitoring internal controls and coordinating with our local foundations about financial management. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.

Key Responsibilities:

 Carry out day-to-day financial transactions

· Process invoices to support fundraising efforts of local foundations in the network.

· Review vendors invoices as per internal controls and update them to the purchasing ledger for authorisation.

· Conduct on-going reconciliation of bank accounts and donor due diligence.

· Reconciliation of merchant accounts (Just Giving, Donorbox or Paypal) and prompt communication to local foundations and fundraising team.

· Setting up systems to process event, auction or other ad-hoc fundraising campaigns.

· Preparation of Gift Aid reporting on quarterly basis.

· Weekly payments administration using online banking.

· Maintain accurate records of financial transactions on Xero.

· Maintain monthly records of bank payments approval for audit purposes.

Coordinate income recognition with fundraising team members

· Notify local foundations about donations received and log required documentation.

· Provide formal receipts on received donations as requested.

· Reconcile Stripe transactions on Salesforce to maintain accurate donor records.

· Support with income reconciliation between Salesforce and Xero.

Support Finance Director on maintaining accurate financial information and developing ongoing internal controls

· Support creation of management accounts materials for trustees meeting.

· Support quarterly reconciliation of funds with our affiliated network member to communicate re-grants of donations

· Feed into the design of a financial manual – a how to guide for best practice in charity finance and governance oversight.

· Support annual external audit.

Supporting CC to deliver network benefits to local foundations

· Support members of the network with any financial queries.

· Communicate with a variety of internal and external stakeholders (Executive Directors, support team, donors) on financial queries.

· Invoice affiliates on cost recovery of services

Essential criteria:

· A recognized accounting qualification or studying towards the qualification, (CIMA, ACCA)

· Knowledge of bookkeeping and generally accepted accounting principles

· An ability to work quickly and accurately

· A proven track record of teamwork with non-technical colleagues

· Stellar communication skills, verbal and written

· A keen eye for detail

· An ability to work to deadlines

· Able to manage confidential information

· Demonstrable ability to work independently

· Energetic approach to work and a desire to learn

· Passionate about nature and the environment

Strongly desirable criteria:

· Fluent in Xero and Salesforce database

· Awareness of GDPR regulations

· Understanding of Gift Aid and its requirements

· Comfortable with using MS Office suite, Stripe, Just Giving, Paypal.

· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding)

· Experience of working in the charity sector and/or fast paced, entrepreneurial company, that is constantly growing and adapting. 

· Able to speak Spanish, Greek or Italian would be a bonus. 

Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work

· Flexible working as standard (hours and location)

· Flexible holiday allowance

· Private medical insurance

· Discretionary annual bonus

· Salary sacrifice pension scheme

· CPD opportunities

· Possible travel in the UK and internationally  

· Saving the world!

The organisation Working with a very well-established charitable foundation, the organisation comprises of three independent schools and two state-funded academies.

They are the holding company which owns the school land and buildings and manages the endowments valued at c.£50m. The Foundation Office delivers a "head office" type finance function for the Group and a range of other services to the schools, including governance and HR.

Your role The Group Finance Manager will work within a small team and an extended team of around 15-20 finance staff in the schools. The post reports to the Group Finance Director and the finance function are assisted by a part-time Finance Officer. The core part of the role is the production of the
annual report. You will also manage the group cash treasury system, managing 20+ bank accounts.

You will manage significant investments and investment property. You will also maintain an accurate cash flow forecast for the group. The annual audit is also a major part of the work, and you will be expected to play a key part in the management of the audit and preparation of the financial information for both the Foundation, and its trading subsidiaries and charitable trusts. There are significant capital projects in the pipeline which will also require support.
What you will need to succeed
You will be a fully qualified accountant (ACCA/ACA/CIMA/CIPFA)
Experience and Skills:

• Recent experience of group consolidation and reconciliation of intercompany balances
• Knowledge of Restricted, Designated and Unrestricted funds
• Some knowledge of education or charity sector trends.
• Experience of working effectively as part of a broad team across a group with subsidiaries.
• Excellent working knowledge of current accounting concepts and the ability to communicate financial information clearly and simply.
• Experience of producing statutory and management accounts.
• Experience of working with auditors from planning to audit clearance.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Senior Finance Business Partner
Permanent, Full-time
£60,000 - £65,000
Hybrid working 3 days in office
Location: Central London

My client is a world-leading arts not-for-profit organisation that works to push the boundaries of the arts and work tirelessly to produce new shows. As part of the organisation’s ongoing growth plans, they are currently in the process of improving the commercial arm of their business and explore new avenues for revenue. This has led to a need to recruit a senior finance business partner in support of this ambitious plan. As the senior finance business partner you will work closely with the wider team as well as moulding the department and building relationships with senior stakeholders.

Key responsibilities:

• Develop strong working relationships with key stakeholders and work in partnership with other teams providing data and analysis relevant to the business strategy.
• Use data from various data sources to understand historic trends and use this information to create financial models and presentations to inform budget decisions.
• Create income and cost Key Performance Indicators and research other organisations to measure performance.
• Provide timely and accurate monthly management accounts including income and expenditure, balance sheet reconciliations and Key Performance Indicators.
• Prepare budgets according to timelines in discussion with the team and Chief Financial Officer.
• Prepare monthly rolling forecasts of income and expenditure, working closely with other members of the Team,
• Undertake monthly reviews with budget holders to review income and direct costs  and feedback to key stakeholders where necessary.
• Take an active role in aiding senior managers and team members understanding of their financial responsibilities.
• Working with the Financial Accounts Team, ensure complete and accurate transaction processing.

The successful candidate will be a fully qualified accountant with a desire to drive change in an organisation, influencing senior stakeholders at multiple levels. Additional skills include highly developed interpersonal and communication skills with the ability to liaise and work across different teams.

My client is fully open to sector experience and committed to delivering a first-class training and induction programme. As such we welcome candidates from industry, charity or practice backgrounds

Crimestoppers are delighted to be exclusively partnering with Robertson Bell in their search for a new Head of People and Organisational Development on a permanent basis. Crimestoppers has been breaking down barriers since the 1980s. We are experts at encouraging people with information about crime who might otherwise stay silent to speak up and share what they know 100% anonymously.

The Head of People and Organisational Development will report into the Finance Director and will be responsible for the development, implementation and oversight of the people, strategies, policies, procedures and technologies that together form the organisation’s HR function.

The organisation:

Our status as a charity and being independent of the police gives people the confidence to contact us and make that difference. Every day, over 1,800 people trust us with their tip-offs: our staff filter that information to ensure that they are never identified before passing on what we’re told to the relevant police force or agency.

The information we are given covers everything from murder and serious assaults, firearms, domestic abuse, modern slavery, to drugs including exploitation and gang violence. We also help prevent everything from bombs to acid attacks with sensitive, time critical intelligence that prevents injury and helps save lives.

The role:

• Driving the strategic development of human resources, organisational capabilities and culture.
• Developing, implementing and overseeing the people, strategy, and associated policies, procedures and processes that together form the HR function, which not only reflect industry best practice and run smoothly, but also foster a positive and inclusive workplace culture.
• Leading and developing a high-performing HR Team, fostering a culture of collaboration, innovation and continuous improvement.
• Overseeing talent acquisition and retention strategies to attract, develop and retain people aligned with organisational needs and values. With a focus on supporting the Contact Centre to improve staff retention rates.
• Providing both day to day and strategic HR guidance and support to senior leadership, managers and employees, on a range of HR and organisational development matters.
• Fostering a culture of continuous learning and development, by developing and executing organisation wide strategies, programmes and initiatives that enhance employee skills, capabilities and engagement.
• Monitoring and analysing HR metrics and trends to inform decision-making and enhance organisational effectiveness.
• Driving change management initiatives to support organisational growth, transformation and agility.

The successful candidate will be:

• A fully qualified HR professional.
• Experienced in managing staff.
• A fantastic communicator.
• Experienced in developing and implementing HR Strategies specifically related to learning and development.
• Confident providing advice around employment law and regulations.

This position will be based officially at the head office in Wallington and will require the postholder to work from the office three days a week. The closing date for applications is 5th May with interviews taking place most likely on 14th May.

Applications will be under constant review before the closing date, so please submit your application to our exclusive search agent, Robertson Bell. Apply now to be considered!

Job Title:  Finance Officer
Must have: Full right to work in the UK (if you don't have this we unfortunately won't be able to consider you for this role but we encourage you to look at our other global opportunities on our careers page)
Reporting to: HQ Finance Manager
Hours: 37.5 per week
Principal Location:London, hybrid with a minimum of 3 and an expectation of 4 days in the office per week.

Background:

Street Child believes that every child deserves the chance to go to school and learn. Our projects focus on a combination of education, child protection and livelihood support to address the social, economic and structural issues that underpin today’s education crisis. We partner with local organisations and communities to deliver our locally rooted programmes, using evidence to drive learning and the refinement and scale up of programmes to create maximum impact for the most children at the lowest cost. We pride ourselves on being willing to go to the world’s toughest places where others won’t, including remote, hard-to-reach areas and fragile, disaster-affected states across sub-Saharan Africa and South Asia. Since 2008 we have helped over 250,000 children to go to school and learn and supported over 25,000 families to set up businesses so they can afford the cost of educating their children.

Part 1:  Role Purpose:

This role is a key member of the busy HQ finance function. Although the role is primarily focused on the HQ finances, the role operates within the context of Street Child as a global charity and so also has interaction with the global finance team. The role offers the chance to work across a number of finance functions, and some of the subsidiary charities. It is essential that the applicant can juggle the complexities of a busy role with has varied work priorities. Key stakeholders are the HQ Finance Manager, Finance Director and the HQ based fundraising team. The role works alongside the Finance Assistant and plays a role in oversight and coaching of this role.

Part 2:  Key Responsibilities:

1) (40%) Deliver all functions related to Accounts Receivable

• Ensure that all income from a variety of different sources is correctly and accurately recorded in the finance system and CRM (which is under development) on a weekly basis.
• Supporting with work on accounts receivable including accessing, downloading and saving in a systematic manner reports from donor portals, bank account and other sources.
• Working with colleagues in Fundraising to analyse and code income reports in Excel and uploading it to the Finance system on a timely basis, at least weekly.  Following up on how to code any income which is not allocated to a source.
• Working closely with colleagues in Fundraising to ensure prompt collection of outstanding balances from customers, and sending out monthly debtor balance statements. 
• Raising donor invoices and requests for payments, and issuing donor receipts.
• Income and customer account reconciliations and revaluations.
• Any other responsibilities relating to Accounts Receivable.

2) (20%) Lead the Accounts Payable process

• Whilst the Finance Assistant is responsible for all payments, the Finance Officer has a lead role in ensuring that all invoices are paid on time, in an efficient manner and that the finance system reflects the transactions within the correct accounting period and correctly coded in the system – including account code, cost centre, project code and donor code.
• Determine most efficient payment platform to process international payments, and ensure that recorded in the finance system at the correct conversion rate.
• Be a point of contact with the Foreign exchange agents to quickly resolve any questions.
• Work with the Finance Assistant to ensure accurate and timely recording of all approved supplier invoices, requisitions, staff expenses and other expenditure in the accounting system and that all supporting documentation for all transactions are uploaded.
• Managing at least two payment runs a week and additional runs as required; ensuring that all invoices for payment are correctly approved by the budget holder, setting up payments on online banking platforms and sending out requests for payment approvals to payment authorisers and verifying that all payments are fully approved in the banking platforms by the deadline set.
• Once the payment is made, allocating the payment against the invoices in the Finance system.
• Reviewing staff expense claims to ensure that all supporting documentation is provided before payment.
• Managing monthly staff credit card reconciliations and ensure that these are returned on time with all receipts and invoices and checking and reviewing classifications, with follow up as required.
• Carry out monthly Creditor account reconciliations ensuring that all balances are valid and backed up with appropriate supporting documentation.
• Fully deliver the set up all payroll payments in time for the monthly pay day.  This involves ensuring correct amount and currency of payment (which may differ from the salary of the individual’s employment contract) and method of payment across all HQ staff.
• Any other responsibilities relating to Accounts Payable.

3) (40%) Month end reporting and reconciliation and subsidiary accounts

• Complete all balance sheet reconciliations, including bank and petty cash reconciliations and submit for approval by HQ Finance Manager.
• Once CRM system is in place, undertake reconciliation processes between finance data and CRM data.
• Carry out monthly revaluations of bank accounts.
• Ensuring supporting information for transactions is correctly stored in electronic format on Teams such as bank statements, remittance advices, credit statements.
• Assist in preparation of internal reports, including working with Operations Department and Finance department to review their monthly reports.
• Take responsibility to deliver the management accounts of two subsidiary companies: Children in Crisis and HQ transactions of Africa Educational Trust.
• Compile information for Gift Aid returns.
• General support and assistance to the team including administrative duties and managing the office post.
• Other ad hoc support to the wider operations team as may be required.
• Audit: support with the year end audit and provision of supporting information to auditors.

Part 3:  Person Specification

Attributes / Essential / Desirable

Education / Qualifications

• 5 GCSE at Grade C or above including English and Maths
• Post-GCSE qualification such as A-Level or T-level or equivalent
• Degree
• A Good understanding of double entry bookkeeping
• Part qualified accountancy qualification.
• Full Accountancy qualification

Experience and Knowledge

· IT Literate with strong Excel skills

• Familiar with using Teams
• Experience of working in a similar role
• Experience of using a CRM would be an advantage
• Charity or third sector experience.

Skills and Abilities

• Attention to detail
• Highly organised and self-motivated
• Flexible and able to manage multiple tasks at one time.
• Good written, verbal and presentation skills
• Ability to work under pressure and to tight deadlines
• Fast learner whilst not afraid to ask for help!
• Shows initiative in identifying problems and posing solutions
• Persistence and tenacity

Other

• Pro-active communication style including keeping team-members informed and updated as necessary.
• Work co-operatively and collaboratively with colleagues, other departments and other external contacts
• Strong communicator and able to explain work to other team members
• Good Interpersonal skills

UNISON are partnering exclusively with Robertson Bell in their search for a new Head of Internal Audit to join their team on a permanent basis. UNISON is the UK’s leading public sector trade union, with more than 1.3 million members working in the public services, energy services, private, voluntary and community sectors.

The Head of Internal Audit will report into the Finance Director and will manage a well-established team of six undertaking routine branch audits on a cyclical basis as well as ad hoc special investigations when required including fraud investigations.

The organisation:

UNISON employs around 1,200 staff, approximately 370 at our national centre in Euston, central London and the remainder in our 12 regions across the UK including Northern Ireland. Its main functions include supporting the General Secretariat and the NEC via the Finance and Resource Management Committee. With an annual subscription income of around £170 million, the key objective is the effective management and safeguarding of the union’s finances, ensuring that UNISON considers the financial implications when meeting its objectives and the needs of its members. There are 34 members of staff in the department with responsibilities over financial management and operations, regional and branch financial management, staff pensions and internal audit.

The role:

• Managing, integrating, and coordinating the activities of the Internal Audit Team and overseeing and ensuring the delivery of a planned program of audit visits to branches
• Reviewing, testing, and monitoring of branch activities to ensure compliance with internal and external financial regulations and legal requirements.
• Undertaking branch audits and fraud investigations when problems are identified at a branch, regional or national level, to minimise the risk of exposure and safeguard the Union’s assets.
• The post holder will report findings to Senior Management, NEC, and to external parties as and when circumstances dictate.
• Ensuring that the production of reports and similar communications present the financial affairs of UNISON in an appropriate manner to members, committees, Secretariat, Senior Managers, as well as other external agencies.
• Liaising with relevant committees, legal parties (internal and external) and any relevant third-party representatives on legal cases and proceedings.
• Putting forward and following up on recommendations to mitigate risks identified to Senior Management, Regions and Branches and maintaining the audit log, records and working papers to high standards.
• Developing and updating internal audit procedures, relevant policy and process documentation including handbooks, training materials and guidance ensuring they are fit for purpose and communicated effectively.

The successful candidate will:

• Hold a recognised CCAB accountancy qualification with proven post-qualification experience in audit and financial accounting
• Be experienced in managing an Internal Audit function in a large and complex organisation.
• Have the ability to lead audits and investigations to conclusions and report to the necessary internal and external bodies.
• Have highly developed interpersonal and communicative skills.
• Hold the ability to advise on financial and operational matters concerning compliance with internal governance and external regulatory and legal requirements to a wide range of audiences.

The position will be based at UNISONs head office on Euston Road and require 50% attendance at the office. The closing date for applications is 28^th April with interviews taking place the week commencing 6^th May.

Applications will be under constant review before the closing date, so please submit your application to our exclusive search agent, Robertson Bell. Apply now to be considered!

Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations, which open new funding channels to support the most impactful environmental grassroots projects. Our network comprises 20 members based all over the world and is growing.

We manage and monitor our donor relations, grant giving governance, contacts, and event activities, via a bespoke and customised salesforce system. This was launched in September 2021, and has been developed and configured to meet our growing needs since then. As the demand for our model increases around the world, we need a highly capable systems specialist to support us to ensure our data systems are well managed, users are trained, and we can create accurate reports for our donors and other audiences. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.

Key Responsibilities:

 Oversee Salesforce System: maintenance, training, development, and reporting

 Maintenance

· Ensure key objects on Salesforce such as accounts, contacts, campaigns and grants are working effectively (ensure process flows work well).

· Maintain reliable records in all objects on Salesforce by eliminating duplicates monthly, processing user deletion requests and updating records for lists with up-to-date information on key stakeholders (e.g. trustees, contractors etc).

· Weekly data back-ups.

· Uploading ad-hoc batch data from Campaigns e.g. Just Giving or historical data into Opportunities.

· Ensure regular data cleaning to enhance the credibility and adoption of the system. Spot trends with issues and feedback into system development or training.

· Oversee data governance log: maintaining log of changes to review with the team, discussing effect on budget and system usage to inform decision making.

 Training and support

· Oversee user set ups, create new user profiles, and share best practices according to GDPR practices.

· Oversee smooth onboarding and training process for new members to ensure effective adoption.

· Keep training materials related to key objects updated, host internal webinars to address new feature introductions or common issues to troubleshoot.

· Promptly troubleshoot any user issues and feeding these into training to prevent it happening again.

· Respond to individual questions from users on Slack and share tips and tricks.

 Automations and Development

· Manage the integration of Form Assembly, ensuring all connectors work well and troubleshoot and update individual forms when needed.

· Support users with the building of individual Form Assembly forms, updating when needed (ad hoc) and embedding them in their websites.

· Perform developments such as creating new fields, updating picklist values, page layouts, forms, automation configuration, formula fields, and other content. Work with core team to assess where a development is foundation specific, and where it should be applied across all users.

· Act as key point of contact with our external Salesforce consultants on any requests of flow maintenance or improvements and monitoring effective use of credits and budgets.

 Reporting

· Build reports and dashboards for each key Object – spot trends and suggest improvements.

o Opportunities - pipeline and income reports for board meetings

o Grants - tracker and applications analysis, extraction of impact data for evaluation purposes

· Provide quarterly diagnoses of user adoption levels across the network.

· Work with exec director to prepare quarterly data for trustee meeting and annual reports.

Manage IT systems with the support of an outsourced consultant

 · Act as a key point of contact with our outsourced IT company, overseeing the creation of new users and managing the leavers’ processes.

• Ensure MS365 systems are working effectively for current users, and troubleshoot issues as a first point of contact before liaising with outsourced providers.

· Maintain an up to date ‘how to guide’ for our intranet, ensuring all users know how to use it and find what they need.

· Recommend Cyber Security improvements.

· Procure IT equipment for team with support of external consultant.

· Maintain an up-to-date list of active users, MS 365 licenses and Antivirus license protection.

· Oversee the IT budget by approving expenses on a regular basis.

· To manage website domains – purchasing new ones on request, performing updates or providing access to web designers.

Essential criteria:

· Passionate about nature and the environment

· Understanding of and experience in Salesforce User Management

· Knowledge/skills in improving business processes, overseeing testing; identifying and implementing systems enhancements.

· Experience of being able to communicate well with and support non-technical colleagues.

· Strong communication skills, verbal and written.

· Ability to work methodically.

· Ability to work quickly and accurately.

· A keen eye for detail.

· Demonstrable ability to work independently.

· Energetic approach to work and a desire to learn.

· Experience in not-for-profit sector

Strongly desirable criteria:

· Salesforce Administration Certificate.

· Salesforce Trailhead badges.

· Awareness of GDPR regulations.

· Comfortable with using MS Office suite, Slack and Canva environments.

· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding).

· Experience of working in a fast-paced environment that is constantly growing and adapting. 

· Being able to speak Spanish, Greek or Italian would be a bonus. 

 Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work, as well as:

· Flexible working as standard (hours and location)

· Flexible holiday allowance

· Private medical insurance

· Discretionary annual bonus

· Salary sacrifice pension scheme

· CPD opportunities

· Possible travel in the UK and internationally  

· Saving the world!