Crm data planning executive jobs in liverpool

We’re looking for an exceptional Head of Management Accounts to lead our financial planning and analysis function and ensure our budgeting, forecasting and reporting processes deliver accuracy, insight and long-term financial sustainability. You’ll shape and develop the management accounting team while leading business partnering activity and strengthening financial understanding across the organisation.

The Role:

• Lead the Trust’s financial planning, budgeting, forecasting and reporting processes, ensuring accuracy, transparency and long-term financial sustainability.
• Act as a strategic financial partner to senior leaders, providing insight, analysis and recommendations that inform strategic and operational decision-making.
• Oversee financial management across all directorates, including cash flow, reserves and investment planning, ensuring alignment with organisational priorities and risk appetite.
• Support the CFO in the preparation of financial reports and presentations for trustees, funders and other external stakeholders.
• Lead the monthly management accounts, year-end process, audit activity and statutory reporting, ensuring compliance and timely delivery.
• Develop and embed a strong business partnering culture, building financial capability, confidence and accountability among budget holders and project leads.
• Drive the continuous improvement of management accounting processes, reporting and controls to enhance efficiency, consistency and data integrity.

The Candidate:
We are looking for candidates who have the following:

• CCAB qualification (CIMA, ACCA, ACA or equivalent international qualification).
• Proven experience leading management accounting and financial planning teams in a complex charity or commercial organisation.
• Significant experience developing and reviewing monthly management accounts, including reconciliations, variance analysis and forecasting.
• Excellent understanding of finance systems and data flow across diverse systems, including CRM integration.
• Demonstrable experience supporting restricted fund budgeting and monitoring, and financial partnering with fundraising or project-based teams.
• Excellent communication and stakeholder management skills, with the ability to influence and challenge constructively.

Benefits & Wellbeing: Joining our team means you'll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:

• Enhanced Employer Pension
• Life Assurance
• Flexible & Hybrid Working Options
• Generous Annual Leave - 25 days + bank holidays (pro rata for part time)
• Buy and Sell Annual Leave
• Enhanced Parental Pay
• Employee Assistance Programme

About Us: The Woodland Trust is the UK’s leading woodland conservation charity.  We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.

Commitment to Diversity & Inclusion: To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.

People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply.

Please contact us to discuss any additional support or adjustments you may need to complete your application.

Application Advice: For fairness we keep our candidates’ personal details hidden from the hiring managers, so they do not see your CV until shortlisting is completed. Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role.

Acceptable Use Policy - Artificial Intelligence (AI)
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.

Apply Now: If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete.

Interviews will be held via Microsoft Teams.

AtaLoss is recruiting a skilled, motivated and creative Marketing and Communications Executive to help raise national awareness of bereavement and increase engagement with our services across the UK. This full-time role offers the chance to apply your marketing expertise to meaningful, purpose-driven work that supports people who are grieving.

You will lead a variety of marketing and communication activities, including planning and delivering digital and print campaigns, managing social media and website content, producing creative digital assets, supporting PR, media work and Ambassadors, and reporting on performance analytics. You will also assist with events, webinars and exhibitions, working closely with the Director of Communications and Development and collaborating with the Marketing and Income Generation Executive. This is a rewarding role for someone who is highly organised, digitally confident and passionate about impactful, compassionate communication.

Position: Administrator
Location: Home-based with regular travel required to Dorking and London, 1/2 times a month
Hours: Part-time, 25 hours per week worked over 5 days
Contract: Self-employed basis
Salary: around £19,500 per annum - subject to experience
Closing date: Friday 12th December

About the role

Next year, Kids for Kids celebrates its 25th anniversary, and we’re preparing for a very special year ahead. This is a unique opportunity to join us at a pivotal moment – to help run our major anniversary celebrations, raise awareness of everything we’ve achieved over the past quarter of a century, and play a vital part in shaping the future of our charity.

For 25 years, Kids for Kids has been transforming the lives of children in Darfur, Sudan – bringing hope, security and sustainable futures to families living through unimaginable hardship as conflict and famine continue to threaten lives.

We are now looking for an enthusiastic, highly organised Administrator to join our small but dynamic team. This is an exciting, hands-on role where you’ll take responsibility for the smooth running of our office and work closely with our Founder and CEO, as well as our Deputy CEO.

We’re a close-knit team with a strong sense of purpose, a culture of hard work, and a shared belief in going the extra mile for the children we support. This is more than just an administrative role – it’s a chance to make a real difference, to be proud of the impact you help create, and to be part of the new face of Kids for Kids as we step into our next 25 years.

About You:
We are looking for someone who has a can-do attitude, is hardworking, efficient, has excellent attention to detail, can work in a fast-paced environment and is good at managing their own time. You will bring with you the following skills and experience:

• Excellent verbal and written communication skills
• Previous Executive Level PA experience or hands-on administrative experience
• Experienced, self-motivated, enthusiastic and dedicated, with initiative and the ability to work as part of a small administrative team
• Reliable and responsible
• Excellent attention to detail where accuracy is essential
• Excellent IT skills with extensive experience of Zoom, Teams and Microsoft Office including MS Excel – ability to use spreadsheets, input basic formulae and remove duplications. Experience of Donorfy is a bonus.
• Excellent research skills

In return:

Kids for Kids is invested in their employees and offers the following benefits:

• Flexible and supportive work environment
• Flexible working
• 25 days annual leave plus bank holidays

How to apply:

Please provide a CV and a cover letter setting out how you fulfil the requirements and your suitability for the position.

Deadline to apply is 12th December. We are looking for the successful candidate to start at the beginning of January 2026. Applications will be reviewed on a rolling basis so please apply early.

Other roles you may have experience in could include:

Office Manager, Administrative Assistant, Executive Assistant, Receptionist, Personal Assistant, Secretary, Data Entry Clerk, Office Administrator, Administrative Coordinator, Administrative Analyst, Administrative Business Partner, Customer Service Representative, Clerical Specialist, Records Manager, Executive Administrator, Events Administrator, Events Assistant.

Job Purpose

We’re looking for a talented and motivated Communications and Engagement Officer who can effectively convey the life-changing impact of our work, motivate our community to volunteer, donate and fundraise to support our work, and ensure that the information and educational resources we provide reach those who need them most.

Key Responsibilities 

Communications:

· Act as the first point of contact for IPWSO’s public email address and social media channels and ensure timely and appropriate replies.

· Manage IPWSO’s social media channels, creating original and engaging content and posts, and actively engaging with our audiences.

· Manage Google Ad Grant campaigns with an emphasis on growing our supporter base and increasing individual giving.

· Keep up to date with emerging trends in digital communications and social media and recommend potential new channels for fundraising and audience engagement.

· Support the development of videos for IPWSO, in cooperation with IPWSO’s Project Manager and other colleagues. The type of work to be undertaken includes providing support for content development, speaker recruitment, filming and editing, as well as helping source external agencies as needed.

· Maintain and develop the IPWSO website ensuring its security and that it functions both as an effective supporter acquisition tool and a means by which people can easily access information about PWS.

· Produce compelling newsletters and an Annual Report.

· Support the review and update of IPWSO’s Communications Strategy in line with its Strategic Plan.

· Uphold and showcase the IPWSO mission and brand.

· Help oversee the production and design of a range of educational resources for families and professionals.

· Oversee copywriting and proofreading within IPWSO.

· Support IPWSO’s members and liaise with its stakeholders internationally in support of our shared goals.

Engagement:

 · Provide support for online events programmes, in cooperation with IPWSO’s Project Manager and the Online Events Committee.  The type of support to be provided includes hosting Zoom sessions, supporting speakers, follow up administration including evaluations.

· Support IPWSO’s Famcare Board by facilitating their online meetings and assisting with their online events.

· Work with the Project and Operations Manager to provide membership support, liaising with IPWSO’s member organisations as needed.

· Proactively engage with member associations to promote IPWSO and also to understand their needs and how IPWSO can be of help.

· Work with the Project and Operations Manager on our Educational Outreach programmes.  Work will include liaising with event organisers with regards to IPWSO’s booths at different conferences, ensuring follow up as needed (including help with preparation of PowerPoint slides), engagement follow up including data entry to update our database (Donorfy).

How to Apply

Review the full job outline/ad and apply on the Charity Job website by submitting a copy of your CV with a covering letter of no more than two pages of A4, describing how you meet the requirements of the role and the criteria outlined in the person specification.

We will be reviewing applications and interviewing applicants on a rolling basis. We encourage you to apply early, as the advertisement may close before the date specified below if a suitable candidate is found.

The closing date for the receipt of applications is November 30th at 5pm UK time.  The start date envisaged for the Communications & Engagement Officer is 5th January 2026.

BACKGROUND   

Magic Breakfast’s mission is to end child morning hunger in the UK now and for good. The latest research suggests that 2.7 million children are at risk of hunger, meaning one in five children don’t have enough to eat. When a child is too hungry to learn, they struggle to concentrate, absorb information, and manage their emotions, causing them to fall behind in their studies.

Magic Breakfast provides a nutritious breakfast to over 300,000 children and young people every school day. We work with schools in areas of high disadvantage, helping staff target children most in need without barrier or stigma.

We are now at an exciting point in our journey as we launch Nourishing Futures, our long-term strategy, which will scale our impact and redefine breakfast spaces not only as places to eat, but as places to thrive.

To support the delivery of this strategy, we are evolving our Business Development function with the creation of a new role – Head of Business Development. This role will enable continue growth and investment from public funding sources, whilst ensuring that we are able and positioned to capitalise on the growing number of commercial opportunities. It will also lead a move  towards more innovative and blended income models across England, Wales and Scotland.

Key responsibilities:

• Lead the Business Development function as an innovation hub, proactively horizonscanningfor opportunities across public funding, commercial activity, and philanthropicgiving. Ensure the team can respond with agility and flex resources to pursue the moststrategic and sizeable opportunities, including blended income streams and complex,multi-strand bids or partnerships that span commissioning, corporate, and philanthropy.

• Coach, lead and support the Business Development team (BD Manager England &Wales, BD Manager Scotland, BD Executive), setting clear objectives, KPIs, and expectations for income growth and performance and ensuring a values-driven culture.

• Work collaboratively across the fundraising leadership team to ensure it operates as a cohesive, high-performing unit that acts with agility to plan, pivot and make strategic decisions that maximise opportunities and drive growth.

• Ensure compliance with procurement processes, contracts, GDPR, safeguarding, and relevant charity law, embedding ethical business development across the function and taking responsibilities for operationalising of and adherence to all of Magic Breakfast’s policies and processes.

• Drive growth in public funding by securing contracts with local authorities, devolved governments, health and education commissioners, multi-academy trusts, and other public bodies.

• Oversee the preparation of high-quality tenders, bids, and proposals, ensuring they are evidence-based, competitive, and strategically aligned.

• Identify and pursue complex, multi-strand funding opportunities that bring together commissioned income, philanthropy, and corporate support.

• Apply a strong understanding of Magic Breakfast’s goals, strategies, and business plan to inform Business Development activity, ensuring all initiatives are aligned with organisational priorities and contribute to long-term objectives.

•  Conduct annual planning and budgeting in partnership with the Director of Fundraising & Development, setting, measuring, and reporting against agreed KPIs.

Please see job description for reponsibilities. 

WHAT WE OFFER

At Magic Breakfast we value our employees and work hard to develop offer a supportive, respectful culture which enables everyone to bring their whole self to work.

APPLICATION PROCCESS

Should you wish to discuss the role before applying please email our People and Culture Team, recruitment @ magicbreakfast. com

Shortlisting - w/c 1st December

Interview 1 - 8th December

Interview 2 - 15th December

We reserve the right to close the vacancy early if a high volume of applications are received. This is to ensure that we can manage application levels whilst maintaining a positive candidate experience. Unfortunately, once a vacancy has closed, we are unable to consider further applications.

Partnerships Manager: Grantmakers 

Reports to: Executive Director  
Contract: Full-time  

Role Purpose  

As Partnerships Manager: Grantmakers, you will lead the development and delivery of HOST’s Hosted Grantmaking service — ensuring that funders can move resources quickly, safely, and transparently to the people driving change.  

You will oversee funder relationships and hosted grantmaking delivery, building systems that ensure clarity, compliance, and care at every stage. Working closely with the Delivery Circle, you’ll strengthen due diligence, grant management, and reporting processes — enabling funders to trust that every pound achieves its intended impact.  

In order to respond to growing demand, you will build and manage the Hosted Grantmaking Community Support Team and liaise and coordinate with the Delivery Team, ensuring HOST has the capacity and expertise to meet growing global demand for hosted funds.  

This role is central to HOST’s ambition to become a trusted backbone for civil society infrastructure — connecting funders and change-makers through integrity, efficiency, and shared purpose.  

Core Responsibilities  

1. Hosted Grantmaking Leadership  

Lead the delivery and growth of HOST’s Hosted Grantmaking service, working closely with the Executive Director, Operations Director and other Partnership Managers, ensuring alignment between funder expectations, hosted partner needs, and internal delivery capacity.  

Co-design and coordinate the Hosted Grantmaking Delivery Team, coordinating with the Delivery Circle (Finance, Due Diligence, and Legal) to ensure seamless grant operations.  

Strategic oversight of hosted grantmaking cycles — from application to disbursement and reporting — ensuring accuracy, speed, and compliance in delivery.  

Reporting cadence: Monthly Hosted Grantmaking performance report to Executive Director and Operations Director.  

2. Hosted Grantmaking Community Support and Relationship Management  

Build and lead the Hosted Grantmaking Community Support Team, ensuring all funders and hosted funders receive consistent, proactive, and informed communication.  

Strengthen HOST’s funder community by developing engagement pathways, events, and resources that deepen relationships and mutual learning.  

Maintain high standards of care, responsiveness, and accountability across all funder interactions.  

Reporting cadence: Monthly funder community and relationship management summary.  

3. Due Diligence and Grant Facilitation  

Work with the Delivery Circle, Grants Manager, and Partnerships Manager: Funders to deliver due diligence processes that are rigorous, efficient, and scalable.  

Ensure all funder agreements, compliance documentation, and grant records are accurate, up to date, and audit-ready.  

Support the development of clear SOPs for due diligence and hosted grantmaking workflows in collaboration with the Legal Lead and Operations Team.  

Reporting cadence: Monthly compliance and due diligence report.  

4. Funder Relationship Stewardship and Growth  

Support the Partnership Team to manage relationships with key funders and philanthropic partners, ensuring HOST is recognised as a trusted, transparent delivery partner.  

Develop funder engagement plans and manage the funder relationship lifecycle from onboarding through renewal.  

Identify new funder opportunities aligned with HOST’s mission and facilitate introductions for the Partnerships Director and Executive Director.  

Reporting cadence: Quarterly relationship development review.  

5. Reporting and Communications  

Oversee funder reporting and impact communications, ensuring accuracy, timeliness, and alignment with HOST’s tone of voice.  

Work with the Engagement Team to produce funder updates, case studies, and inputs to the HOST Impact Report.  

Ensure funders and partners understand the value, integrity, and impact of HOST’s services.  

Reporting cadence: Quarterly reporting and communications alignment.  

6. Systems and Process Development  

Maintain clear funder and grant records across ClickUp, Zendesk, and CRM systems.  

Develop and maintain SOPs for Hosted Grantmaking, funder engagement, and due diligence workflows.  

Ensure consistent alignment between partnership data and financial reporting.  

Reporting cadence: Quarterly systems and SOP review.  

7. Risk, Compliance, and Escalation  

Identify and escalate financial, operational, or reputational risks associated with hosted grantmaking or funder engagement.  

Collaborate with the Legal Lead, Delivery Team, and Executive Director on mitigation actions and documentation.  

Contribute to HOST’s monthly organisational risk report.  

Reporting cadence: Real-time escalation; monthly consolidation.  

8. Collaboration and Cross-Team Development  

Work with the Partnerships Manager: Funders to align Hosted Grantmaking within HOSTs wider donor engagement.   

Work with the Partnerships Manager: Changemakers to align Hosted Grantmaking with the Hosted Partner Journey.  

Collaborate with the Training Lead and Data Analyst to integrate learning, performance, and impact insights into service design.  

Contribute to the continuous improvement of HOST’s partnership management framework.  

Reporting cadence: Quarterly service development meeting.  

Key Relationships  

Internal: Executive Director, Operations Director, Partnerships Manager: Funders, Partnerships Manager: Changemakers, Finance, Legal, Operations, Communications, Data Analyst, and Training Lead.  
External: Funders, philanthropic networks, and hosted grant recipients.  

Required Experience 

• 5–8 years’ experience in funder relations, partnerships management, or programme delivery within the not-for-profit, social enterprise, or philanthropic sectors. 

• 3–5 years’ experience overseeing grantmaking, regranting, or fund distribution programmes, ideally across multiple geographies or funder types. 

• Proven ability to manage and grow funder relationships, including institutional, philanthropic, or high-net-worth funders. 

• Demonstrated experience leading or building a small team, with responsibility for coaching, supervision, and performance management. 

• Strong background in due diligence, compliance, and risk assessment, particularly in relation to funder funds and hosted grantmaking. 

• Proven success developing and maintaining systems, SOPs, and cross-team coordination for complex funder or grant processes. 

• Experience managing financial reporting and data-driven insights to meet funder and audit requirements. 

• Excellent written and verbal communication skills, with the ability to deliver confident, values-aligned communications to funders and partners. 

• Strong organisational and project management skills — able to balance multiple grants, deadlines, and stakeholders effectively. 

• Experience working with CRM and project management platforms (e.g. ClickUp, Zendesk, Salesforce, or similar