The Client Relationship Manager is a new role with responsibility for developing and expanding Oxfordshire Community Foundation’s (OCF) network of private donors. The role will work with individuals, families, businesses, trusts and professional advisors to promote the services that OCF can provide, including philanthropy advice, charitable giving, legacy planning, and trust migration.

The role requires the highest levels of integrity and professionalism.

Reporting to: Chief Executive

Part-time or job share arrangements will be considered.

About OCF

Oxfordshire Community Foundation (OCF) works to improve lives by addressing social and economic disadvantage. We tackle the most pressing social problems locally through our front-line programme of grants and through strategic partnerships focused on homelessness, educational inequality, loneliness and isolation and digital exclusion.

Despite its wealth and success, our beautiful county contains a number of shocking and upsetting social problems. As part of our work, we uncover these issues and understand what causes them. We then bring together charities, philanthropists, businesses and the public sector to research, design, and fund long-term solutions.

Our vision: Effective philanthropy, thriving communities.

Our purpose: Drive social change in Oxfordshire by tackling disadvantage and exclusion.

Duties and responsibilities

The Client Relationship Manager will:

1. Work with professional advisors to communicate the work of OCF, introduce philanthropic solutions for their client base, and develop income (for funds and endowment) from charitable giving, legacies and trust migration
2. Identify new private donors and work with them to help develop and deliver their philanthropic ideas and ambitions, in line with OCF’s strategic priorities
3. Identify and manage relationship with suitable trusts and foundations, coordinating all OCF contact
4. Work with the team to onboard and steward new donors, ensuring a consistent and high level of service, including thanking
5. Support events and activities that introduce new donors to OCF
6. Further develop activity to engage new supporters, including the Patrons and Friends programmes
7. Report on and maintain accurate donor and prospect information using OCF database (salesforce)
8. Identify opportunities and content for donor, supporter and prospect communications
9. Represent OCF to ensure that its profile, integrity and reputation is protected and where possible enhanced
10. Develop effective working relationships with staff, trustees and volunteers to maximise their contribution to the successful development of the organisation
11. Support and deliver other projects and tasks that might occur and contribute to the overall organisational objectives, in line with skills and experience

Knowledge, skills and experience

• Interpersonal, networking and relationship building experience, plus the ability to represent OCF professionally to diverse audiences
• Evidence of managing high-quality relationships with senior executives, high-net-worth individuals and trusts
• Understanding of high-net-worth financial planning needs and the benefits of charitable investments/ donations
• Excellent communication and negotiation skills, including spoken, written and presentation skills – on the phone, online and in person
• Proven organisational, project management and research skills
• Database management experience, to record and report information on potential supporters and new donors, as well as analyse and manipulate data to plan future action and activities
• A good team player who relishes communal success

Salary and benefits

• Salary – £35–40,000

• Full time – 35 hours per week, flexible hours and some home working

• Part-time role considered at full time rate for exceptional candidates

• Holiday – 25 days plus Bank Holiday

• 3% pension contribution

Cranfield Trust has been providing high calibre management support to frontline voluntary organisations for more than thirty years.  We are committed to enabling charities to be effectively managed and to support people experiencing poverty, disability or social exclusion.

We are looking for a highly capable financial professional to join Cranfield Trust as a Finance Officer to ensure the smooth running of the day to day transactional finance processes of the charity.  The Finance Officer will report to and assist the Head of Finance, Administration and Control. This role is part of the Finance and Administration Team, and will work closely with other colleagues across the organisation, including the Development Team, who are responsible for fundraising and stewardship of donors.

Key aspects of the role include:

• Payroll, the timely payment of suppliers and expenses, monitoring of bank accounts and posting of transactions using Sage.
• Providing high quality and timely information to the management team on budget and financial spend, as well as information on service costs. 
• Supporting the Development and Operations Teams in providing financial information on restricted funds, project activities and linking funds to programme deliverables.

Whilst this is a busy and dynamic charity, there are not a high number of financial transactions so some of the role will focus on areas for system and process development, such as improvements in project accounting and how we use information. This will be a good opportunity for a keen systems-oriented individual with strong initiative.You will also need to be methodical, highly organised and with excellent attention to detail, showing initiative and self-motivation in carrying out routine tasks, often to deadlines. 

Cranfield Trust has a number of strong partnerships with grant-making trusts and foundations.  We have worked with many of our current funders for some years, and often work together, offering programmes of support to charities receiving funding from a foundation, and management support from the Trust.

The role will normally be office-based in Romsey (subject to the Trust’s COVID-19 response) but consideration will be given to requests for flexible and remote working for part of the time.

Permanent Position

£70,000 – 75,000

Closing date for applications 25th June.

A Non -Maintained School (registered charity) based near Sevenoaks is seeking a Director of Finance & Resources.

A Non-Maintained Special School supporting students with Developmental Language Disorder.  All students have an Education, Health & Care Plan.  The students’ fees are paid for by their Local Authority (LA) and they currently have students from over 30 LAs. 

The School has been judged as Outstanding in each of the Ofsted inspections since 2011.

The School started accepting day students in 2011 and opened its Sixth Form in 2012, since then student numbers have grown significantly and are nearing the DfE registered number of 190. 

Resposibilities:

To lead the finance function in order to provide:

timely and accurate information including statutory accounts.

management accounts, business analysis, budgeting and forecasting, financial planning, cash and credit control management.

Support the development of a rolling 3-5 year strategic and annual operating plan.

Communication of the relevant aspects of the business plans within the Finance function.

Take responsibility for ensuring the Management and Board are kept informed of their legal and regulatory obligations.

You will also need to be responsible for, HR, IT, facilities and estates

The client is seeking a candidate who is either an experienced Head of Finance looking to take the next step or an existing Director of Finance.

Who must be ACA, ACCA, CIMA Qualified.

The client is open to candidates from any professional background.

A 12 month contract as a Finance Reconciliations Officer for a dynamic G15 Housing Association. Join a large Finance team performing reconciliations, posting journals and resolving complex queries.

Client Details

An large and forward thinking Housing Association based in Central London. This organisation provides affordable housing across the country.

Description

The Finance Reconciliations Officer will be responsible for posting journals, reconciling bank accounts and balance sheets. As a key member of the team the organisation you will liaise with key stakeholders to solve complex queries.

Profile

The successful Finance Reconciliations Officer will have experience in a Finance Team and be confident in performing complex reconciliations. Experience of using SUN and working in a Housing Association is desirable but not essential.

Job Offer

A salary of between £28,000 and £31,000 plus generous benefits.

The Company

Murray Hall Community Trust is a rooted anchor charity operating across the West Midlands, using a community development approach, we promote health and wellbeing, enabling and supporting people in need to overcome the challenges of inequality. We advocate, facilitate empowerment, pioneer new solutions and delivering innovative services for stronger communities.

The day-to-day duties

To provide day to day financial management and support to ensure the provision of an integrated business support function to the Children’s Services and other related projects for MHCT.  The individual must be both confident and competent with Budget Management, Annual budget setting and ongoing budget management and monitoring for numerous different funds.  There will be responsibility for the ordering, purchasing, and stock management of resources and the associated financial procedures for processing the bills.  Tight management of the purchase order and accruals systems ensuring accuracy.

In addition, you will hold responsibility for Health and Safety including fire regulations compliance for all Children Services sites.  Ensuring that building security, maintenance and repairs are carried out periodically and as appropriate.  This will also include managing contractor arrangements, including setting up contracts (following approval has been granted), billing arrangements and maintaining an ongoing register with scheduled renewal dates/notice periods.  Ensure the ongoing management of asset/inventory records for the Children’s Services and support other related projects for MHCT.

Knowledge, Skills and Qualifications required:

The post holder will be required to hold a qualification in Finance or Accounting to level 3 AAT or equivalent and good standard of education, GCSE Grade C or equivalent in English & Maths. Not for profit knowledge and experience is essential. 

Experienced and confident with Budgets (costing, analysing, tracking, reviewing, and planning for changes).  Ability to work at a high pace whilst retaining high levels of accuracy.  The ability to think for themselves and then bring forward suggestions to resolve issues.

What the company will offer:

• 28 Days annual leave + 8 days bank holiday (pro rata for part time employees)
• Flexible working
• Auto-enrolment into a workplace pension scheme
• 24/7 access to Employee Assistance Programme

Murray Hall Community Trust is an equal opportunities employer and will provide reasonable adjustments throughout the recruitment process and invite potential applicants to contact us to identify any additional support they may require to enable them to make an application.

Attached is the Job Description and Person Specification along with an application form which needs to be completed and returned to HR. All applications must be submitted before the closing date stated below.

Some of our roles will be subject to a basic or enhanced DBS check.

Closing date: 25th June 2021

Interviews expected to commence w/c: TBC

Start Date: ASAP

Based in Bristol, Alive is a charity dedicated to improving  the lives of older people and training their carers. We believe passionately that all older people should feel connected to the world around them and our highly successful and innovative  sessions and projects make this possible, alongside the training we deliver to care staff to equip them to engage more meaningfully.

This is a great opportunity to join a dynamic and ambitious charity in a sector with huge need. You will become part of a highly motivated group of staff keen to make a difference to the lives of older people.  We are a close and caring team that work hard while enjoying what we do. You will be joining Alive at an exciting time as we launch several new projects and services to a number of new audiences.

We are seeking a highly skilled finance and admin officer to come and help us in our busy and dynamic office.  You will be responsible for answering all internal and external queries, and general admin tasks whilst also maintaining our financial systems. You will be managing invoicing, credit control and our online payment system.

We are looking for someone who is tech savvy, experienced in online payment systems and is also proficient in Microsoft 365.

If you’re enthusiastic and motivated to help us put older people’s mental health and wellbeing first we would love to hear from you. 

Please see the job description and person specification for details. 

How to Apply: 

To apply, please complete the application form, making a compelling case for why you would be the best candidate for this role. If you would like an informal chat about the role, please contact the office.

Please email your application by 10am 28th June. Please do not send CVs. We will hold interviews on Thursday 1st July.
 

An all round Charity Finance Officer is needed to join a vibrant team in central London and work on an Transactional Role.

Client Details

A large, and growing, Social Welfare Charity

Description

To take on the responsibilities within the Finance Team for all procurement and payment of suppliers.

The role will oversee the purchasing process ensuring continuous service quality improvement and achievement of agreed financial outcomes.

The role will also be responsible for reviewing the processes and procedures over purchases, payments and rent within the Finance Team ensuring cost effectiveness and efficiency.

• Purchase Ledger
• Sales Ledger
• Payments
• Banking
• Rent Income

Profile

· In depth experience of purchase ledger accounting as well as payments and banking including bank reconciliations, etc;

· Expertise in use of computerised finance systems (Open Accounts) including an ability to write reports along with good knowledge of Microsoft Excel and experience of complex spreadsheets

· Good numeracy skills and experience of managing budgets

· Good verbal and written communication skills including report writing

· Analytical, problem solving, planning and organisational skills

· Good overall computer literacy

· Understanding of need for and willingness to develop effective financial procedures and controls

· Good standard of general education - at GCSE or above

· Good attention to detail and able to process invoices for payment speedily and accurately

Job Offer

£24,000 - £26,000

Part time Head of Finance, sitting on the senior management team, reporting into the CEO and responsible for the finances of the Charity. The role oversees the financial operations of the entire organisation, management of the finance team and the organisations long term financial strategy.

Client Details

The organisation is a health charity and is seen as a key market to protect in the current environment, as they are providing care and support for some of the most vulnerable in society. The charity has also secured a number of government grants to increase the level of service they provide to those most effected by the impact of lock down.

Description

The post holder will work closely with the Chief Executive and senior colleagues to deliver operational elements of the role. The Head of Finance will also be a key member of the Charities Senior Leadership Team, working closely with the Board of Trustees and Finance and Risk Committee to ensure financial strategies and management practices achieve the most effective us of resources.

The role will also include the following responsibilities:

• As part of the Senior Leadership Team, contribute to the development, roll out and review of the Charities strategic plan.
• Develop, inspire and train finance staff to achieve their full potential and who in turn can make tangible contributions to the team.
• Lead responsibility for the financial strategy section of the Charities strategic plan to include investment of funds, cash flow forecasts and bench marking with similar organisations.
• Overseeing the end-to-end preparation of the annual budgets and associated three-year plans, working with finance and non-finance colleagues throughout the process. Also responsible for costing of projects and any relevant financial management subjects.
• To lead on the year end process and the preparation of the organisations annual accounts in line with the accountancy standards.
• Lead in the preparation of monthly accounts, variance analysis and commentaries, working with the Charities stakeholders.
• Fulfilment of a Finance Business Partner role to the Charity, including regular liaison with senior managers and budget holders.

Profile

You will be a fully qualified accountant (ACA, ACCA, CIMA or equivalent) with strong all-round finance capabilities that can be evidenced through experience. You will be able to communicate effectively with finance and non-finance colleagues at all levels, with experience of supporting key decision-making. Alongside this you will hold strong technical finance understanding and be able to drive improvement and development of a finance function in a growing organisation.

Job Offer

£50,000 pro rata for 3 or 4 days a week, Auto enrolment pension scheme, generous annual leave entitlement, flexible working arrangement options to work from home.

Creative Support is a national, fast growing not-for-profit organisation providing support to individuals with a wide range of care needs. We are looking to recruit a highly motivated Welfare Rights and Appointeeship Officer to our Housing and Welfare Rights Team based in our Head Office in Stockport.

The Housing and Welfare Rights Team provide a warm, friendly and responsive service to all clients supported by Creative Support. Offering support and guidance to clients, staff and partner agencies on matters relating to tenancies, housing law, welfare benefits advice and budgeting.

Client Finance Officers are empathetic people with a passion for helping vulnerable adults improve and maintain their quality of life, through the effective maximisation of benefits and budgeting skills.  You will be positive and accountable, with the ability to build trusting relationships with clients, staff, families and partner agencies. An interest in financial inclusion and specifically the DWP benefit systems is essential, with some knowledge of the benefits system, and of the current welfare reform and its potential impact on vulnerable adults. You will need to be self-motivated with a keen interest in rules and regulations and how we can use this knowledge for the benefit of our clients.

You would be working within a busy and diverse Head Office team based in Stockport town centre, and you will be responsible for a caseload of appointeeships, managing the benefit claims and budgeting for a number of vulnerable adults who do not have capacity to do this for themselves.  You should be motivated, organised and able to meet deadlines.  An approachable and confident nature is essential as and you expected to communicate clearly with clients, staff and other partner agencies.  You should not be averse to dealing with sometimes challenging and / or emotional cases, and you will demonstrate professionalism and empathy as necessary.

Creative Support is an equal opportunities employer and is committed to delivering high quality care through a diverse, well trained and supported local work force.

Benefits of working with Creative Support:

• Free 24/7 counselling and employee support programme

• Competitive pay and a pension with company contribution and 28 days annual leave

• Company paid enhanced DBS for all staff

• All our staff are supported 24/7 by our out of hours teams

Finance Director job on a permanent basis, which can be worked 100% remotely,

Your new company

My client is a government body based in Central London. They are looking for a Finance Director on a permanent basis. This role can be worked 100% remote but you will need to attend board meetings on a quarterly basis in Central London.

Your new role

You will ensure timely financial reporting to the organisations key relationships, and in accordance with HM Treasury requirements. You will provide advice, analysis, and insights to support the development and delivery of plans and strategies to secure the organisations short-to-medium term financial stability and its long-term sustainability. This includes producing the financial information and formal submission for the next Spending Review. You will oversee the preparation of the annual budget in consultation with the CEO, the Executive Management Team, and Board, and help the Director of Operations to develop annual business plans and KPIs. You will maintain effective guidelines for annual budget and regular forecast routines, including financial calendar and best practice reporting timescales. You will support the organisations programme teams, through FBPs, to maintain financial records for each project to facilitate management accounting and other reporting, and where possible across mutual the organisations systems. You will line manage the Head of Finance and Finance Manager, ensuring high performance through effective coaching and development.

What do I need?

You must be a (ACA/ACCA/CIMA) qualified accountant. Ideally you will have had leadership of finance operation at Director level. You will set the strategic direction for finance working with the CEO to help manage the overall business and work across departments/teams to help them plan and manage their budgets, so experience in this area is essential.

What do I get in return?

You will receive a salary of up to 69000 per annum plus an excellent benefits package working for a well-established government body.

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

Itad is a leading international development consultancy providing advice to governments, foundations, multilateral agencies and non-profits on how to maximise the impact of their investments. We have a 35-year track record of providing our clients with the information and insight they need to make development work smarter, produce better results and improve people’s lives.

Our knowledge and expertise are grouped around Practice areas including Fragile and Conflict-affected Settings (FCAS), Human Development, Inclusive Growth, Social Protection, Climate Change and Livelihoods, and Governance and Institutional Strengthening. We continue to grow in size, commercial performance and professional reputation and we are increasingly recognised as a global leader with a diverse client base including international development agencies and philanthropic foundations.

The Team

Our Finance Team aims to be a true business partner, sitting in the heart of the business, and providing business support and technical expertise to safeguard the company’s financial assets, aid decision making, and support future growth. 

We achieve this through two primary functions.  The Central Finance function provides business support to the Board in the form of financial reporting and commentary, financial projections, and technical advice.  With the primary focus on financial accounting, its purpose is to safeguard Itad’s financial assets, and ensure statutory, tax, and filing compliance, maintain a robust internal control environment, promote best practice throughout the organisation, and provide technical expertise to internal customers.

The Finance Business Partnering function provides business support to the Practices to analyse, explain and predict Revenue and Gross Profit performance, to aid commercial decisions. Finance also contributes to the fulfilment of financial reporting contractual obligations to the customers.

The Role

The Finance Administrator is part of the Central Finance Team.  This supporting role is instrumental to the smooth running of the transactional processing function.  It involves managing the accounts mailbox as well as a number of finance administration duties related, in the main, to purchase ledger.

The role also includes other administration responsibilities such as dealing with petty cash, setting up vendors and payment runs. There are a number of additional ad-hoc tasks such as liaising with the Project Management Unit on invoice or payment related queries, supporting the business on credit card/ expense queries and archiving documents.

The Candidate

You will have relevant experience within a similar role, ideally where purchase ledger has been the main focus. You are comfortable working with accountancy software, preferably Navision. With a keen eye for accuracy, you will be able to process high volumes of purchase invoices and credit card expenses daily.

As a relationship investor you will use your good communication skills to liaise with the rest of the organisation in order to get all documentation processed in a timely manner. 

Other key skills that you have include the ability to multi task, prioritise your workload and work within tight deadlines. You will be proactive and have a positive attitude to work, actively learning in a fast-paced environment and demonstrating your ability to be a team player.

The salary for this role is up to £25,000 depending on your skills and experience.

We also offer a comprehensive learning and development programme, 24 days holiday plus additional time off over Christmas and a matched company pension up to 5%.

The role is based in our offices in Brighton & Hove (East Sussex) and as lockdown eases, we would anticipate this is where you will spend at least 2 days a week working alongside the rest of the finance team. Successful candidates will already have the right to live and work in the UK.

The deadline for applications is 7th June, however please note we will be interviewing successful candidates on a rolling basis.

My client is an international organisation with ambitious plans for the future. At present, they are looking to appoint an interim Director of Finance to oversee a broad variety of duties whilst permanent recruitment is considered.

Key responsibilities & objectives:

• Reporting into the CEO and overseeing Finance, Governance, HR and IT
• Lead and manage the finances for the group and international subsidiaries
• Oversee the finalisation of the year end accounts and annual report
• Provide oversight to the global finance transformation project

The successful candidate will be a qualified Accountant with a track record in the Charity sector and have a detailed knowledge of SORP accounting. You will be comfortable of bridging a broad spectrum of duties ranging from strategic advice to hands on delivery.

This role is currently home based, but once rules allow, there will be an expectation of c2 days a week in their Rugby offices.

The Role

Is to provide financial control, management and reporting to support our day-to-day operational services, business systems and governance. We are a long-established, caring charity gearing up to grow. We currently have an office in Newick but given the geography of our area the role can be managed remotely with occasional visits only to Newick and to other venues to meet with the team. 

The Finance and Business Manager will be a key player in the charity leadership in contact with Trustees and managers and liaising with frontline staff, clients, carers, funders and all partner organisation colleagues. The role requires a dynamic multi-tasker and people-person of integrity who is also keen to deliver a professional client finance service. 

We want Headway to be cost-efficient, competitive and 100% client and carer friendly in all financial transactions. This will help us achieve excellent, user-friendly, communications around all aspects of our finance and business. 

There is plenty of opportunity to shape the finance and business function and make the role your own whilst helping the charity evidence its financial value. A go-ahead approach to setting and delegating budgets, sharing finance information and securing best value will be timely across our changing team.

There is also scope to work with the Chief Executive to progress business sponsorship, funding development and use of IT as part of business planning and strategy.

Skills and Experience

The essential and desirable skills and experience are shown in the Job Description Person Spec and include an accountancy or AAT qualification and at least 4 years in finance management. You will have the aptitude  energy and cheerful personality to contribute positively to our small, friendly and committed team. 

We’re looking for an enthusiastic individual with experience in financial management to join our team as a Finance Manager.

The aim of the role is to ensure that we are compliant and financially robust, so the organisation has the ability to scale up its operations.

You’ll be responsible for the day to day finance operations and development and management of policies and processes, working closely with other team members and external professionals such as bookkeepers and accountants. Over the past three years, our organisation has experienced significant growth. We now operate with a global reach and with an ambitious growth plan for further expansion. 

Reports to: Director of Operations
Location:  Oxford office or home-working with the ability to travel for regular meetings in Oxford
Benefits:  If eligible 3.5%-5% pensions, enhanced parental leave pay, cycle scheme, flexible working arrangements and 33 days of annual leave

Application deadline: We are accepting applications until the position is filled.
Interviews: The interview will include an exercise to complete. Interviews will be carried out remotely due to Covid-19. 
Start date: Role envisioned to start as soon as possible after the interview.