Conversion And Crm Officer Jobs
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
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
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Epic is seeking a highly motivated and results-driven Development Officer to grow our fundraising and development efforts. A fundraiser at heart who loves to convince and win people over.
The Development Officer will be responsible for all aspects of daily fundraising activities for Epic’s key segments of donors (high net worth individuals (HNWI) and intermediaries, entrepreneurs, corporations), including building and managing a database of new leads, outreaching and nurturing.
This position is based at Epic’s office in central London (St James SW1).
Key Responsibilities:
Under the supervision of the Development Director, the missions of the Development Officer are as follows:
1. Contribution to Epic’s Fundraising Strategy in the UK
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Collaborative work with the UK Development Director to shape and execute the fundraising strategy, bringing forth new ideas, networks and results to ensure Epic meets its income targets
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Lead outreach efforts to expand Epic’s potential donor database in the UK : monitor the fundraising ecosystem and engage in proactive cold outreach through Growth campaigns, LinkedIn, emailing, as well as in-person and digital networking activities, including attending at least one event per week which may extend into late afternoon/evening
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Conduct desktop research on individuals, sectors, and event-specific topics as required
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Provide support to other development initiatives and projects as needed.
2. Lead Conversion
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Set conversion objectives and support conversion from leads to donations
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Identify lead opportunities within networks and events, setting priorities accordingly
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Pitch Epic and its various Giving Solutions to potential donors, and build tailored-made proposals when needed
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Maintain high discipline and consistency in follow-up with leads and donors : use Epic’s CRM to build a consistent pipeline of prospects and handle the management of the database with accurate opportunities and donor and gift records
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Evaluate and monitor the return on investment (ROI) of events and fundraising campaigns
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Prepare compelling fundraising communications, materials and presentations for donor meetings and events
3. Nurturing & engaging the UK Community
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Contribute to Epic’s engagement strategy for current donors to ensure an 80% renewal rate
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Maintain regular touchpoints with a subgroup of donors through activities such as sharing monitoring reports, organising field visits in the UK, and scheduling regular calls and face to face meetings. Act as the main point of contact for donors and answer to their enquiries in a timely manner
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Manage community-related administrative tasks to streamline donation processes and act as the main point of contact for donors to answer to their enquiries in a timely manner
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Craft engagement opportunities such as UK events and webinars, including drinks, talks, breakfast events, and annual gala nights. Support will be provided by our in-house dedicated Events team.
Position Requirements :
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Candidate must have the right to work in the United Kingdom
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Excellent level of English (both spoken and written), basic level of French (written and spoken) required
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A minimum of 4 years’ experience in a sales, fundraising or business development role, preferably in the non-profit sector
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Excellent communication and interpersonal skills
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Comfortable networking in very different communities and strategic desk research and analysis
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Strong self-discipline and project management skills
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Strong interest in data analysis
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Ease with database management and knowledge of CRM systems (preferably Salesforce)
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Excellent organisational skills and an eye for detail
The Epic UK team is a small but dedicated team. The role requires some flexibility and a start-up attitude.
This is a full time, permanent position, based in the London office with the possibility of two remote working days each week.
This role reports to the UK Development Director and will involve closely working with Epic’s global development team.
Benefits:
Epic will provide a friendly working environment as well as strong opportunities for professional growth and network building. This is a unique opportunity to join an entrepreneurial, mission-driven organisation focused on achieving impact and results.
Other: Private healthcare offered through BUPA, 25 days of annual leave plus bank holidays and the annual office closure between Christmas and New Years.
Epic at a glance :
At Epic, we strive to build a world where children and youth - no matter their race, gender, sexual orientation or place of birth - have access to a future full of promise and opportunity. We are a global foundation backing groundbreaking non-profits around the world - the changemakers and innovators that are transforming the lives of children and youth, and protecting our planet for generations to come.
Groundbreaking non-profits often fall short of smart money to drive impact. Donors want to give more, but are held back because they lack trust, time, and knowledge. Epic bridges the gap between the social entrepreneurs forging solutions to today’s pressing challenges, and the individuals and businesses who want to pool their resources to drive positive change. We curate and monitor highly-vetted portfolios of organisations that we back in order to foster lasting change. We operate strictly on a pro bono basis: 100% of donations received go directly to the organizations in our portfolio.
Since 2015, we have mobilised over 80 million dollars and supported 54 organizations in 11 countries across 4 continents.
The client requests no contact from agencies or media sales.
Global Canopy is a data-driven not for profit that targets the market forces destroying nature. We do this by improving transparency and accountability. We provide innovative open-access data, clear metrics, and actionable insights to leading companies, financial institutions, governments and campaigning organisations worldwide.
A growing number of companies and financial institutions are seeking to mitigate their impacts on nature. But many have made commitments that are not being met, and others are failing to take any action at all. Through our Corporate Performance work and Forest 500 project, we assess the policies and performance of influential companies and financial institutions. Our newly launched Deforestation Action Tracker monitors financial institutions with significant climate commitments to track their action on deforestation and associated human rights abuses.
This newly created role will be part of our Corporate Performance team and will lead on the next phase of a groundbreaking project.This role sits under the Forest IQ team, along with two researchers and the Forest IQ Lead. This role will support the operational smooth running of the team, with a particular focus contracting and onboarding Forest IQ’s users.
Forest IQ provides major data-service providers and financial institutions with market-leading data about corporate performance on deforestation, conversion of natural ecosystems and associated human rights abuses. This will enable financial institutions to identify risks and opportunities to help them to deliver deforestation free portfolios by 2025.
To be successful in this role, these are the things that will matter the most:
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A track record of managing project operations to a high standard, particularly around contracting or licensing
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Able to work with both external and internal stakeholders, delivering clear and professional communication
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Able to work to support a variety of different team members including data scientists, researchers, finance business partners, and operations
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A willingness to contribute to all aspects of Forest IQ’s operations
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Proactive attitude, motivated by impact and making Forest IQ a success
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A strong drive to contribute to our mission, a passion for sustainability and the role that the finance sector can play to drive change
At Global Canopy, we value diversity and inclusion. You can read our diversity statement on our website. We encourage applications from all backgrounds and are committed to having a team with a diverse set of skills, experiences and abilities. We are committed to reducing systemic barriers in our recruitment processes.
Global Canopy works on issues of tropical deforestation. We are particularly interested in strengthening our team to include those with a background from forest regions such as Latin America and South East Asia. We welcome applications from people from these regions.
Global Canopy is an inclusive employer and accommodations will be made to allow anyone who requires additional support to apply for this role. Please get in touch with us if you require any additional support.
To find out more, download the recruitment pack or visit our website.
Job Advertisement Title: Associate Director of Principal Giving, University of Birmingham
Salary: Grade 9 - Full time starting salary in the range £56,021 to £84,644
Location: Birmingham, UK (hybrid work - in the office 3 days a week)
Are you a senior fundraiser who wants to focus on Principal Gifts? Or perhaps you are a major gifts fundraiser who is ready for a leadership role?
We are recruiting our new Associate Director of Principal Giving to lead our Principal Gifts programme – a programme of ambition and almost endless potential.
As Associate Director of Principal Giving, you will work at the most senior levels with individuals, companies, and trusts and foundations in the UK and internationally. A vital member of the Senior Leadership Team, you will be a key source of strategic guidance and support for university leaders, academics, and fundraising colleagues across the University.
This is an opportunity to make your mark on one of the largest campaigns in the history of UK higher education, Birmingham In Action. Our £600m campaign aims to transform lives for our generation and the next, by tackling some of the world’s greatest challenges, today - challenges such as youth mental health, the climate crisis, AI, and the UN Sustainable Development Goals.
A key member of the Senior Leadership Team, reporting to and working closely with the Director of Development and Alumni Relations, you will have the opportunity to work on transformational gifts – interesting, complex, exciting gifts that will have global impact.
Our team here is passionate, creative, ambitious, and made up of individuals who are dedicated to our work, as well as to supporting each other. We are determined to welcome a diverse group of colleagues into our team to represent the student body we support, the alumni constituency we engage with, and the city in which we thrive.
You will be a values-driven leader, entrepreneurially minded, and comfortable orchestrating a myriad of stakeholders. With a track record of securing gifts of 6 figures upwards, you will have a demonstrable record of building relationships and engaging with philanthropists and high net-worth individuals.
If you are attracted by the scale of the ambition here, the excellence of the campaign, and the fantastic opportunity that working for a large, civic University with over 400,000 alumni around the world offers, please get in touch. We hope to hear from you!
The University of Birmingham is partnering with Joanna Logan and Erin Hall-Westfall of Constellate Global Talent on this search.
Interested?
The candidate pack and details to contact us for a confidential discussion are attached.
To apply, please send your CV and cover letter via CharityJob or Institute of Fundraising no later than midnight on Sunday 12 May 2024.
Please do not apply via the University of Birmingham website. No agencies please.