Crm manager jobs

About the role

The Partnerships team is looking for a new member to join our team. You will be working with a variety of major trusts, foundations and statutory sources. This is an exciting opportunity that will enable you to develop your fundraising experience and skills whilst helping us to develop and deliver new initiatives.

Hybrid working with ability to travel to Twickenham Office and our Homes in High Wycombe, Solihull, Surbiton and Worthing.

You will be joining a values-led organisation working within our dedicated fundraising & marketing department. We are passionate about making a difference to the lives of the people we care for and ensuring they receive the care they need to live life to the full. We value our team and provide excellent training and benefits.

Purpose of the role

1. To generate funds from major trusts, foundations and statutory sources

2. Leading support for this area of fundraising for our Worthing Home

3. Contribute to overall mission to support veterans and their partners living with disabilities or dementia.

Income generation

• Research, identify, and secure income from major and local trusts, foundations and statutory sources that align with our organisational priorities.

• Write compelling and persuasive funding applications, ensuring all required information is accurate and wellpresented.

• Maximise income through both unrestricted and restricted funding opportunities.

• Work closely with the Partnerships Manager to implement the trusts and statutory fundraising strategy effectively.

Donor stewardship and communication

• Provide excellent stewardship to all funders, ensuring reporting and communication requirements are met timely and professionally.

• Maintain and nurture strong relationships with funding organisations and bodies to secure long-term support.

• Collaborate with colleagues to create impact reports and regular updates that bring our work to life 

Finance and administration

• Track and report on income progress against targets, ensuring accurate records are maintained in the CRM system (Donorfy).

• Ensure all fundraising activities comply with relevant legislation and guidelines, including GDPR and safeguarding regulations.

• Support the Partnerships Manager with administrative tasks linked to applications, reporting, and compliance.

Other

• Stay informed of changes in statutory and trust fundraising landscapes, sharing insights with the team.

• Contribute to broader fundraising projects as required.

Person specification

Experience of:

• Securing income (five-figure gifts min) from Trusts, foundations and statutory sources.

• Writing successful funding applications with proven income generation.

• Building and maintaining relationships with funders to support long-term income streams.

• Using fundraising CRMs, ideally Donorfy, to track income and manage relationships.

Skills:

• Excellent written and verbal communication skills, with a proven ability to craft compelling applications and impact reports.

• Strong organisational skills, able to manage multiple projects and meet deadlines effectively.

• Self-motivated and proactive, with the ability to work both independently and as part of a team.

• Proficiency in IT, including Teams, Word, Excel, PowerPoint, and online research tools.

Personal characteristics:

• Passionate about supporting veterans and their partners living with disabilities or dementia.

• Enthusiastic, self-starting, and capable of working well independently.

• Collaborative team player who values respect and integrity.

Since 1962 the National Autistic Society has been campaigning to transform lives, change attitudes and create a society that works for autistic people. In National Programmes we champion the rights and interests of autistic people and their families, making sure national policy and legislation to reflect their needs. We provide autism training and best practice services and want all autistic people to have access to services and support that fully meet their needs. We provide diagnostic services, training, accreditation, consultancy and conferences, designed to support all professionals and organisations. 

Who we are looking for:

• A Customer Relations and Sales Officer to work as part of a centralised sales team, which leads all Autism Know How sales, logistic and customer support enquiries. 
• Managing all aspects of the customer sales journey, this role will lead and deliver an effective, timely and professional customer journey and experience, maximising income potential and repeat business to ensure performance against team sales targets and to enable the society to continue to improve its offering for autistic people.   
• This role will work closely with colleagues across Autism Know How, Marketing, CRM and Business Development departments, and other relevant NAS teams where required. 
• This role will also deliver general administration and data processing as required. 
• This is a full-time position for 35 hours per week. The salary for this position is £25,617.80 per annum.

What we can offer you:

• Auto-enrolled Pension Scheme
• 25 days annual leave plus bank holidays
• Excellent induction, training and development programme including training about autism and opportunities to attend our conferences
• Online staff discount scheme for a range of benefits such as cycle to work scheme, season ticket loan & shopping discounts for places such as Asda, Tesco, Sainsburys, Halfords, Nike, Apple and loads more!
• Healthcare Cash Plan
• Life Assurance at 2 x base salary
• A portfolio of fantastic new salary sacrifices benefits and other flexible benefits private health, dental insurance, car salary sacrifice scheme, activity pass, holiday trading, enhanced pension & salary deduct loans (eligibility criteria may apply)
• Access to a 24-hour Employee Assistance Programme & counselling programme
• Free access to the Headspace App – a global leader in mindfulness and you can enrol up to three friends or family for free!
• Eligibility for a Blue Light Card

Where you will be working: Homebased, with occasional travel when required.

About our application process:

To apply for this role please click the Apply button below.

As part of your application, you must provide a supporting statement that outlines your suitability and experience for the position. This statement should refer to the job description and person specification, and clearly demonstrate how you meet the requirements for the role.

Your supporting statement should specifically address the following three questions:

• The role requires extensive administration experience and use of different systems at the same time. Can you please outline your administration experience and systems you have used in previous employment?
• The Customer Relations and Sales Officer role is very fast paced, and you will be having meetings with customers/colleagues and responding to many emails each day. Could you please give an example of when you have had to use your time management, prioritisation and multitasking skills?
• The role is a remote role which requires substantial self-discipline and lone working. Can you outline your experience in this and how you effectively managed your workload?

We do reserve the right to close this advertisement early if we receive a high volume of suitable applications.

For some roles, successful applicants will be required to complete the relevant safeguarding checks which will include additional references and criminal background checks.

Applications for this job are sought from anyone who is suitably qualified and experienced for the role but particularly welcome from those with a diagnosis of autism.

The National Autistic Society is committed to safeguarding and promoting the welfare of all children and adults who use our services and as such expects all staff and volunteers to share this commitment. Successful applicants will be required to complete the relevant safeguarding checks.

We are an equal opportunities employer.

Transform Europe Network (TEN) exists today to partner with Christians in the Balkans and Eastern Europe, to share the gospel and see lives transformed. TEN is celebrating 60 years of ministry this year and currently works in 10 countries supporting around 60 churches and projects. Our committed team do this through empowering, equipping, resourcing, and supporting our partners in their ministries of compassion, evangelism and church planting. 

Due to our Finance and Data Manager moving on, we are inviting applications for the position of Senior Finance and Operations Manager at Transform Europe Network.

We are looking for someone with a desire to work with a leading organisation, working in Eastern Europe and the Balkans. We need someone excited by this opportunity who will manage and develop the financial, data and operations side of the organisation.

Could you be part of our story, enabling TEN to develop as an organisation? Do you have a desire to play your part in God's plan for the world as we serve our partners in Europe? You may be the person we are looking for.

If you are interested in the role then please get in touch. We'd love to hear from you.

Salary £38,000 - £40,000 + 7% employers pension contribution

Duration: Permanent

37.5 hours per week (full-time)

We are looking for someone who:

· Will be committed to the vision of TEN to work alongside Christians to see lives transformed in the Balkans and Eastern Europe.

• Can lead and develop the financial, operations and data work at TEN.
• Has financial and accounting experience.
• Has a strong understanding of financial planning and principles.
• Has experience of producing financial reports for small organisations.
• Has experience with CRM systems.
• Has experience of managing people.
• Has strong IT skills including proficiency in Excel and accounting software such as QuickBooks.
• Has excellent communication and interpersonal skills.
• Is able to work to deadlines.

Key tasks will include:

• Financial management of Transform Europe Network.
• Oversight of TEN’s data and CRM systems.
• Management of the Finance Administrator and Communications Officer.
• Oversight of the TEN office and office support services.
• Working with the CEO to help the strategic development of the organisation.
• Deputising for the CEO when required.

In order to perform this role, it is essential that the post holder is in full sympathy with the aims and goals of TEN. To that end he/she must be a committed Christian (able to agree with the organisation’s statement of faith) and able to fully participate in spiritual activities whilst carrying out the responsibilities of Senior Finance and Operations Manager.

The role is hybrid with the expectation that the successful candidate will be able to work in the office three days per week.

Application deadline: Friday 5th September.  Interviews: Monday 15th September.

The Ogden Trust is a family charitable trust which supports the teaching and learning of physics. The Trust delivers professional development programmes for teachers of physics across England, supports schools and multi-academy trusts to improve their physics provision and works with universities to support high-quality physics enrichment.

The person in this role will work as part of the operations team to ensure that all Ogden Trust programmes are delivered to a high standard. The postholder will work with programme managers across teams to administer the activities of the Trust in line with agreed systems and processes. Remote working will be considered, but office based is preferred.

The role will involve administrative and logistical support across the operations of the Trust, including processing applications, event logistics, monitoring event/programme participation, data processing and communications support.

About the Choir with No Name

The Choir with No Name has been running choirs involving people impacted by homelessness and marginalisation since 2008, and we currently have choirs in Birmingham, Liverpool, London, Cardiff, Coventry, Sheffield and Brighton. We were founded on the premise that singing makes you feel good; it distracts you from all the nonsense in life and helps you to build confidence, skills and genuine, long-lasting friendships. Each choir gets together to rehearse every week and share a meal together at the end of rehearsal. Our values are family, fun, inclusion and integrity.

Job Purpose

We are looking for maternity cover for our part-time Finance and Data Administrator role. As Finance and Data Administrator, you should have a proactive mindset and a positive attitude. You should have some previous administrative experience and a meticulous attention to detail. You will be responsible for ensuring the accuracy of the Choir with No Name’s finances and impact data. We are looking for someone who is comfortable working independently with a helpful and can-do attitude, a quick learner with a calm disposition when under pressure and able to work accurately and to deadlines.

We particularly welcome applicants from people with lived experience of homelessness.

• Reports to: Head of Development
• Hours: avg. 12 hours a week, flexible across the month to account for busier times/finance deadlines
• Location: Work from home, UK based (home working allowance given)
• Salary: £24,722 (pro rata)
• Annual leave: 25 days per year, pro rata, increasing 1 day per year pro rata with each year of service (to a maximum of 30 days)
• Employee benefits: Employee assistance programme, flexible working
• Contract: Fixed term 11-month contract

DEADLINE FOR APPLICATIONS: 9am Monday 15th September 2025

JOB DESCRIPTION

Invoices and expenses

1. Inputting all expense invoices, staff expenses & petty cash transactions into accounting software (Xero), ensuring everything is coded to the right budget line
2. Issuing invoices for suppliers, ensuring payments are received in a timely manner and recording them in Xero.
3. Sending a monthly reminder to freelancers and choir managers to submit invoices & completed petty cash books in time for month end deadline
4.  Saving invoices into SharePoint and ensuring these records are complete and up to date every month
5. Cross checking bank statements with income and expenses, ensuring all transactions are accounted for, identifying missing invoices/receipts and chasing the relevant staff
6. Updating our contact and invoicing details with suppliers and freelancers

Donation administration

1. Recording all donations & donor info in our donor CRM database (eTapestry)
2. Producing income queries and reports when required

Impact data

1. Inputting member survey data as well as other impact data as needed
2. Producing reports on impact data as needed

Finance reporting

1. Input cash basis income and expenditure into a monthly cash flow spreadsheet and create summaries for Choir Managers
2. Consolidating income data from multiple online donation platforms and in varied formats into a single monthly report
3. Producing month end platform and database income reports for our bookkeeper
4. Support the Head of Development with month and quarter end reporting for the board of trustees.

General administration

1. Minuting quarterly board and committee meetings

PERSON SPECIFICATION

Knowledge and Skills

Essential

• Alignment with our values of family, fun, integrity and collaboration
• Meticulous attention to detail
• Self-motivated and able to work independently
• Confident with numbers/maths
• Good time management
• Good communication skills
• Excellent knowledge of Excel and use of formulae
• Ability to work to hard deadlines
• Plenty of common sense
• Ability to learn quickly and use initiative to get the job done
• Trustworthy and honest when handling confidential information

Desirable

• Knowledge of basic bookkeeping
• Experience using of online accounting software ie: Xero
• Experience of using donor databases/CRM systems such as eTapestry/Raisers Edge
• Experience using Microsoft 365 programme suite incl. Teams, Outlook, Excel

We’re a small but growing charity, and strong financial systems are essential to everything we do. This role offers the chance to take ownership of our finance function, improve processes, and help ensure UKMSA can thrive well into the future.

As Finance Manager, you’ll be responsible for both the day-to-day financial operations and the wider financial strategy of the charity. You’ll be hands-on with routine finance tasks, from processing transactions and reconciling accounts to managing invoices and payments and liaising with our payroll provider. You will also lead the systems, reporting and planning that underpins UKMSA’s long-term sustainability and impact.

You’ll ensure our finances are accurate, up-to-date, and well-documented, providing clear reporting and insight to support confident decision-making. Alongside the day-to-day work, you’ll prepare management accounts, forecasts and budgets; oversee both restricted and unrestricted income; produce year-end accounts and the annual financial report; lead the annual budgeting process; and provide trusted financial advice to colleagues and trustees to keep us on track with our strategic goals.

UKMSA exists to support the vitality, creativity and sustainability of Men’s Sheds, and to amplify the voices and impact of Shedders. As Finance Manager, you’ll work in partnership with the Director of Income and Investment, playing a key role in making sure UKMSA is financially secure, transparent, and able to increase and develop our support for the Shedding movement.

This is a varied and practical role, ideal for someone with a recognised accountancy qualification and experience in charity finance. You’ll be confident using AccountsIQ (or similar systems), able to manage detail while keeping an eye on the bigger picture, and comfortable explaining financial information to non-finance colleagues. Just as importantly, you’ll thrive in a mission-led environment where collaboration, trust, and purpose matter.
 

Closing Date:- 1200hrs 10th September 2025

First Interview:- 18th Septemeber 2025

Harris Hill are supporting a not-for-profit organisation in their search for an Alumni Engagement Officer.

This is a fantastic opportunity to join their Development Team and help strengthen the bonds between their schools and alumni community. This is a full-time role, five days a week, based in London.

In this role, you will:

• Build and nurture relationships with alumni and parents.

• Coordinate reunions, networking events and other engagement activities.

• Create engaging content for newsletters, publications and digital channels.

• Support fundraising initiatives, including donor recognition and grant proposals.

• Maintain accurate alumni records using their CRM system.

They are looking for someone who:

• May be a graduate, but must have proven fundraising experience (essential).

• Brings excellent communication and interpersonal skills to engage diverse stakeholders.

• Is highly organised, able to prioritise and meet deadlines.

• Has confidence using IT systems (CRM experience is a plus).

This is a school-based role, so a commitment to safeguarding and promoting the welfare of children is essential.

 To apply for this role and for further details, including a job description and person specification, please email Hannah at Harris Hill at [email protected] or call her on 02078207331.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

Job Title: Senior Grant-making Officer

Salary: £34,000–40,000

Hours: Full-time (40 hours/week)

Location: Central London / Hybrid (1-2 days in office per week)

Annual Leave: 25 days paid annual leave, increasing by 1 day per year of service (up to 28 days), plus an additional day for your birthday or key LGBTQI event and time off over the Christmas week.

Benefits:

5% employer pension contributions,

£600 per year mental wellbeing support, 

Enhanced parental leave (4 months full pay + 2 months at 50%)

Annual allowance for professional development and training

About Us

GiveOut is an award-winning international LGBTQI community foundation bringing together our community and allies to support LGBTQI activism worldwide.

Across the world, courageous activists are working tirelessly to protect LGBTQI communities and advance equality. But they lack resources and funding is fragile, especially in the Global South. LGBTQI groups receive a tiny fraction of international development aid.

GiveOut exists to bridge this gap. We provide a platform for individuals, businesses and others to give tax efficiently in one place, ensuring sustained funding for LGBTQI human rights activism worldwide. By pooling donations, we provide grants to pioneering organisations, empowering them to defend our communities, tackle inequality and campaign for lasting change.

Our grant-making process follows a rigorous framework of consultation, due diligence, and vetting. It is overseen by our Grant-Making Advisory Panel, composed of LGBTQI activists from the Global South, and governed by our Board of Trustees.

In just seven years, we have provided over £3 million in new funding, supporting nearly 60 LGBTQI organisations globally. Our grant partners report back on their achievements, and we share their impact with our supporters, demonstrating the tangible difference their generosity makes.

Together, we are strengthening the global LGBTQI movement, ensuring activists have the resources they need to build a more just and equal world.

About the Role

Grant-making is central to GiveOut’s mission of growing giving to support LGBTQI human rights activism globally. As Senior Grant-Making Officer, you will play a pivotal role in shaping and delivering our grant-making programme, ensuring we effectively channel resources to LGBTQI activist organisations worldwide.

Bringing a passion for and knowledge of international LGBTQI human rights, you will have the opportunity to deepen your skills in grant-making, gain insights into LGBTQI human rights movements worldwide, and build meaningful relationships with LGBTQI activists and organisations across the globe.

Key Responsibilities:

• Sector Expertise and Insights

  • Stay informed about developments in the LGBTQI movement and global LGBTQI rights.

  • Undertake occasional international travel to strengthen relationships and deepen understanding of partner activities.

• Donor and Grant Partner Engagement

  • Build and maintain strong relationships with grant partners through regular communication and engagement.

  • Capture and share evidence and success stories from grant partners to engage and inspire GiveOut’s supporters.

  • Collaborate with colleagues to feed grant-making insights into impact reports and donor communications.

  • Represent GiveOut’s grant-making programme externally at events, including occasional evening engagements.

  • Coordinate logistics for grant partner engagements, including developing itineraries, supporting travel arrangements, and ensuring smooth communication with donors and other stakeholders.

• Grant-Making Strategy and Programme Implementation

  • Help shape the design and execution of GiveOut’s grant-making programme 

  • Ensure GiveOut’s Grant-Making Policy and guidance remain up to date with best practices in grant-making and is responsive to the needs of the global LGBTQI movement.

  • Work with the Grant-Making Advisory Panel (GMAP) to identify and assess new grant partners, and coordinate annual GMAP meetings.

• Grant Portfolio Development and Management

  • Develop an annual portfolio of grants, balancing renewals and new partnerships, and collaborate with the Executive Director to present to the Board for approval.

  • Conduct due diligence on grant partners, draft grant agreements, and manage payment processes.

  • Monitor and evaluate partnerships, coordinating narrative and financial reporting to track progress and impact.

  • Maintain and update the grant partner database to ensure accurate and up-to-date records.

What Success Looks Like

• Strong, trusting relationships with existing and prospective grant partners.

• A diverse and impactful grant portfolio that excites and inspires GiveOut’s supporters.

• Robust due diligence processes and effective monitoring and evaluation practices.

• A respected organisation with deep expertise in the global LGBTQI movement.

• Engaging stories and evidence of impact that are shared effectively with donors and supporters.

• An up-to-date, accurate grant partner database.

Essential Skills and Experience

• Proven experience in grant-making or a related field such as social impact and development work, research and policy advocacy or program funding and administration within NGOs, government, charities or foundations.

• Demonstrated commitment to or connection with the LGBTQI community.

• Knowledge of global developments in LGBTQI rights and advocacy.

• Proven experience in building and maintaining relationships, with excellent interpersonal and communication skills.

• Exceptional organisational and project management skills, with the ability to manage multiple priorities effectively.

• A proactive, motivated, and results-oriented approach, with a strong work ethic. 

• A collaborative team player who actively contributes to a positive, inclusive, and high-performing organisational culture, aligned with GiveOut’s vision and values.

Desirable Skills and Experience

• Strong understanding of grant-making theory, processes, and best practices.

• Experience with grants management databases and tools.

• Experience monitoring and evaluating grant-funded programmes.

• Undergraduate degree or equivalent qualification in a relevant field.

• Familiarity with Google Workspace tools (e.g., Docs, Sheets, Drive).

Why Join Us?

At GiveOut, we pride ourselves on fostering a dynamic and supportive work environment where you can make a tangible impact on global LGBTQI rights. You will have the opportunity to shape the future of LGBTQI philanthropy while working with a passionate and dedicated team.

Application Process

Applications close on 11th September 2025. GiveOut is an equal opportunities employer. 

Providence Row has been supporting homeless and vulnerably housed people since 1860. For homeless people, or those at risk of homelessness, finding employment and housing opportunities can feel like an uphill battle, even more so if they’re affected by physical, mental health or substance misuse issues. Providence Row works with around 1,200 homeless and vulnerably housed people a year in London, offering an integrated service of crisis support, advice and recovery programmes. 

About the role

• To account manage a portfolio of corporate donors. Ensuring regular communications with corporate partners through phone, e-mail and face to face meetings to ensure targets are met and strong, lasting relationships are developed.
• To assist with all levels of corporate administration, including; thank you letters; certificates; project reports; updating all correspondence and meeting information within the CRM database.
• Create and implement tailored stewardship plans to maintain and grow existing corporate relationships.
• Undertake appropriate research and briefing (for self and others) in preparation for initial meetings with potential corporate supporters, demonstrating agility and creativity along with comprehensive knowledge and understanding of Providence Row’s organisational strategy and services offering when engaging with potential partners.
• To support with corporate volunteering activities both on and offsite, ensuring volunteers have an engaging and impactful experience.

Benefits

• 27 days holiday plus bank holidays
• Pension – 5% employer, 3% employee
• Cycle to work scheme
• Season ticket loan
• Employee assistance programme
• Monthly reflective practice
• Wide range of learning & development opportunities

 To apply:  Please upload your CV with a covering letter, detailing how you meet the job specification. CV’s without a covering letter will not be considered.

Research shows some people, especially women and marginalized groups, may hesitate to apply unless they match all the criteria. However, we want to assure everyone that we encourage applications from all individuals, regardless of whether they fulfil every point in the job description. Your unique perspective matters to us – please apply with confidence.

Interviews
Please note that we may interview on a rolling basis and therefore encourage early applications.

Providence Row is a charitable company limited by guarantee registered in England and Wales; company number 07452798 registered charity number 1140192.

Are you excited by the prospect of working for a dynamic and evolving organisation that supports St George's University Hospitals NHS Foundation Trust to build excellence in care, advance research and innovation and enrich the health-care experience?

Do you have experience in managing a Finance Function, training and mentoring staff to fulfil their potential, a proven track record of relaying financial information to non-financial stakeholders and a sound working knowledge of accounting systems? 

If so this may be the role for you!

The Finance Manager is a key member of the wider Finance and Operations team and will lead the finance function of the charity and provide excellent finance support for the Senior Executive.

We are looking for an individual who can:

• Maintain a robust financial control framework and provide high quality timely financial management information to ensure effective decision making.
• Prepare annual financial statements and support an efficient external audit process.
• Lead on the annual budget setting and quarterly forecasting processes.
• Deliver continuous finance process improvement and finance training for SGHC staff.
• Support the maintenance of dynamic and strategically aligned partnerships with finance colleagues across all our key stakeholder groups.

SGHC provides a generous benefits package including defined contribution pension scheme, life insurance, flexible working, enhanced maternity package, extended leave, development and well-being days. season ticket loan and an employee assistance programme.

ROLE PURPOSE

To manage the finance function of the charity and provide excellent finance support for the Senior Executive which will include:

• Maintaining a robust financial control framework and providing high quality timely financial management information to ensure effective decision making.
• Preparing annual financial statements and supporting an efficient external audit process.
• Supporting the annual budget setting and quarterly forecasting processes.
• Leading on continuous finance process improvement and finance training for SGHC staff.

MAIN DUTIES & RESPONSIBILITIES

1. Staff management

1.1. Carry out all line management duties in line with organisational policy and procedure, including:

• Diversity and inclusion - encouraging an inclusive environment.
• Recruiting and inducting good quality staff o Proactively addressing performance, conduct or other employee relations issues.
• Support and coach your direct report to ensure objectives and development goals are achieved.

2. Management of Income and Payments Processing Operations

2.1. Responsible for ensuring that all fundraising and investment income is accurately recorded in the finance system.

2.2. Ensure the reconciliation of all income data from the bank against Raiser’s Edge (CRM system) to ensure data is accurate and complete and then recorded in the finance system once reconciled.

2.3. Manage an efficient and effective Accounts Payable function, ensuring that the work performed by the Senior Finance Assistant is at the required standard.

2.4. Lead on all communications with internal stakeholders, including Trust finance and Special Purpose Fund Advisers, to resolve any issues arising and produce monitoring reports on a regular basis.

3. Transactional accounting and fund management

3.1. Ensure systems are in place to identify and correctly record restricted donations, so that these are properly monitored and utilised.

4. Financial Control Framework

4.1. In consultation with the Director of Finance & Operations, ensure that appropriate controls, processes and procedures are in place, regularly reviewed and assessed for operational effectiveness.

4.2. Review and update Finance Procedures and effectively communicate these to staff, arranging training where necessary, within the Finance Department and across the Charity.

4.3. Ensure effective maintenance of the balance sheet, including regular key control account reconciliations (bank and other).

4.4. Monitoring of balances with the Trust, ensuring these are promptly settled, with discrepancies investigated and resolved.

5. Management Reporting

5.1. Delivery of timely and accurate monthly management accounts for the Charity, including enhancing the production process and communication of timetables.

5.2. Co-ordinate the production of narrative reports to support review by the Director of Finance & Operations.

6. Financial reporting and audit

6.1. Lead the Finance team in the production of financial statements which are fully compliant with the Charity SORP to meet required audit and Board approval deadlines.

6.2. Lead the relationship with external auditors and all arrangements surrounding the annual audit fieldwork.

6.3. Preparing required audit documentation in accordance with agreed timetables. 

7. Budgeting and Forecasting

7.1. Assist the Director of Finance & Operations in the production of annual budgets, working closely with budget holders within the Charity to ensure completed in accordance with agreed timescales.

7.2. Lead on the quarterly re-forecast process, producing relevant analyses to understand and monitor key changes.

8. Banking and Investments

8.1. Work alongside the Director of Finance & Operations to maintain a strong relationship with the Charity’s banking and investment managers and take the lead on the day to day administration of the banking arrangements.

8.2. Ensure that bank mandates are up to date.

9. Systems and Data

9.1. Finance system

• Liaise with Application’s Supplier and Trust Systems support team in the maintenance and development of the finance system, ensuring essential maintenance are carried out as necessary to prevent cyber fraud and maintain data integrity.
• Provide support to the Finance team for the accounting functionality within the finance accounting application and its integrated systems.

9.2. System maintenance and training

• Support the Director of Finance and Operations with managing user access, permissions and privileges on the finance system, ensuring that any changes to staff are reflected immediately.
• Ensure all new staff are trained on the Finance System and that current staff receive updates as necessary.

Any other duties commensurate with the post as requested by the Director of Finance & Operations.

About us:

Are you passionate about financial capability? Join us to help develop knowledge, resources and tools that are accessible to all!

At The London Foundation for Banking & Finance (LFBF), our story began in 1879 when a group of visionary bank workers set out to elevate professional standards and leadership in the industry. Over the past 145 years, we became a recognised leader in financial services education, offering industry-leading qualifications and setting the gold standard for professional competency.

In 2023 we entered an exciting new chapter as an independent charity, revitalising and refocusing our mission to improve financial capability and empower professionals in the sector. We are now expanding our team to drive this transformation forward.

Our charitable objective is the advancement of knowledge and education in financial services, and to carry out research and publish useful results for the benefit of the public. In doing so, we seek to improve levels of financial literacy and skills, as well as support those working within or considering a career in the financial services industry.

Our objective is just as relevant, perhaps even more so, today as it has been in our long history. If you're inspired to make a real impact and contribute to the advancement of financial knowledge for the benefit of society, we want to hear from you.

About the role:

Do you have a flair for organisation, an eye for detail, and a passion for bringing people together?

We’re looking for a proactive and professional Events and Administration Officer to play a central role in the delivery of our events programme and in keeping our busy office running smoothly. This varied role would suit someone who thrives on juggling multiple tasks, enjoys problem-solving, and is keen to contribute to an organisation with a strong sense of history, purpose, and ambition.

What you’ll be doing

As our Events and Admin Officer, you’ll be at the heart of our operations. Your responsibilities will include:

• Events: Helping to plan and deliver a wide range of events – from breakfast briefings and online panel discussions to gala dinners – ensuring every detail runs smoothly. This will include liaising with suppliers, venues, speakers, and sponsors; coordinating catering and logistics; supporting event promotion; and overseeing attendee communications and requirements.
• CRM & Data: Acting as a Hubspot ‘super-user’, ensuring our CRM is effectively maintained to manage stakeholders, track engagement, and support compliance.
• Meetings: Coordinating internal and external meetings, including diary management for the senior team and producing accurate records.
• Enquiries: Serving as the first point of contact for shared inboxes, responding and redirecting queries efficiently.
• Office & Admin: Supporting office operations, liaising with landlords and suppliers, assisting with finance queries, and ensuring our day-to-day administration runs seamlessly.
• Projects: Assisting with proposition development and project delivery, keeping accurate records and chasing actions.
• General: Providing all-round support to ensure the smooth running of the organisation.

What we’re looking for

We’re seeking someone who is:

• Educated to at least A-Level (or equivalent) with an administrative or operational focus.
• Professional, approachable, and confident in communicating with people at all levels.
• Experienced in event management and administration.
• Skilled in budget tracking, on-the-day event management, and post-event reporting.
• Organised, with excellent attention to detail and strong time-management skills.
• Competent in Microsoft Office (Word, Excel, PowerPoint) and experienced with CRM and e-marketing platforms (ideally Hubspot).
• Proactive, adaptable, and able to work independently with minimal supervision.
• Aligned with our collaborative culture and values.

It would be great if you also bring:

• Familiarity with platforms like Zoom, Eventbrite, and Ticket Tailor.
• Experience using professional social media (particularly LinkedIn) for events and communications.

What we offer:

• A collaborative, adaptable and supportive work environment where integrity and innovation are valued.
• Competitive compensation based on your experience and our sector
• Hybrid working – work from home and work from our London office based in the City: we’d like you to be in the office at least two fixed days a month and relevant events but otherwise we’re flexible.
• Flexible working days and times: This role involves events, some of which may be in the evening or breakfast briefings, so flexibility from both sides is important.
• Development opportunities – this is a new role with the opportunity to learn new skills and develop your experience in events management, project management and administration.
• We recognise that physical, mental and financial wellbeing is important:
  • so enjoy our generous annual leave (27 days plus bank holidays for full time hours, pro rata for part time hours).
  • plan for your future pension with either 3 or 4% employee contributions and 6 or 8% employer contributions.
  • provision of generous life insurance cover, to provide financial security to your loved ones should the worst happen.

Role description:

We are seeking a technically excellent management accountant to play a central role in the finance team at this young and vibrant charity, preparing monthly management information to aid business decisions, and undertaking project work as requested.

Main Responsibilities:

Management Accounts preparation

• Account for accrued income and expenditure, including:

           - Accrued legacy income

           - Accrued trust income

          - Other accrued income

          - Accrued grant expenditure

          - Normal accruals and prepayments

• Reconcile all control accounts regularly
• Prepare and post journals as required
• Prepare monthly management accounts, including restricted and unrestricted reserves

Record keeping

• Contribute to the proper maintenance of book keeping records where necessary, to comply with statutory, financial and GDPR regulations
• Assist in gathering documentation for audit, ensuring necessary information is organised and available
• Assist in year-end statutory accounts preparation
• Ensure that all relevant finance processes and systems are adhered to

Other

• Liaise with fundraising team to assist in reconciliation of finance software to fundraising CRM software
• Produce ad-hoc reports as required
• Complete government and other surveys as required
• Represent the Charity in all dealings with internal and external stakeholders in a professional and efficient manner.
• Champion our code of behaviour and act as a role model, ensuring that our safeguarding and other key policies and procedures are adhered to at all times so as to protect the people we work with and our reputation.
• Perform other duties as reasonably required in line with the nature of the role.

Person Specification:

Knowledge and experience

• Qualified or part-qualified ACA, ACCA or CIMA
• Experience of management accounts preparation
• Experience of working with accounting software
• Experience of reconciliations
• Demonstrable experience of accounting in a charitable organisation would be useful but not essential.

Skills, abilities, and behaviours

• A drive for accuracy
• Excellent problem solving skills
• Excellent communication skills – liaison with other charity staff will be essential
• Excellent technical accounting skills
• A drive for adherence to processes
• Considerable IT skills, including database work and Excel
• Good written communication skills
• Commitment to team-working and respect and consideration for the skills of others

Join the Bone Cancer Research Trust to lead our trusts and foundations fundraising, securing c.£500,000 per year to support life-changing bone cancer research and patient services. You’ll shape a strategic fundraising programme, building multi-year partnerships while delivering immediate income targets.

We’re looking for a proactive, strategic fundraiser with strong relationship-building and analytical skills, confident representing BCRT externally, developing compelling proposals, and spotting long-term opportunities.

As a leader, you’ll inspire your team, bring fresh ideas, and connect funders with real impact, helping us deliver vital support for patients and families affected by primary bone cancer.

We are recruiting a Challenge Events Fundraiser to grow PAPYRUS’ challenge event income by leading on allocated PAPYRUS own events, projects and campaigns and managing all third-party challenge events.

What you will do:

• Develop an events plan that will grow income using data from previous years to understand our supporters and build a creative and sustainable income plan for long term growth.
• Build and manage relationships with supporters across all communication channels and provide professional, relevant, timely and empathetic stewardship at all times.
• Raise awareness of PAPYRUS and its work by developing and delivering presentations and talks both online and face to face to supporters and facilitating necessary photo opportunities in line with GDPR for use if future promotional activity
• Manage costs and budgets for events, including forecasting, estimates and future year planning.
• Be proactive seeking out new initiatives and market trends in fundraising across the UK charitable sector.
• Participate in the development, implementation, and maintenance of PAPYRUS challenge event fundraising assets, collateral, materials, and policies and procedures ensuring all content is on brand and to a high standard.
• Working with colleagues in Business Support Services to use the data collected across all donation platforms to analyse and inform required reports and update existing reporting mechanisms.

To be successful in this role you will have:

• Previous experience of working in a fundraising role for a UK registered charity
• Experience of successfully managing a portfolio of third-party events
• Proven track record of successful relationship management with donors/ fundraisers
• Proven track record of working effectively in a team
• Experience in creating and monitoring budgets
• Experience using Raiser’s edge or a similar CRM database.
• Knowledge of regulatory environment for fundraising from events fundraising including sponsorship, data protection, Gift Aid (incl GASDS) and Fundraising Codes of Practice and regulation
• Good knowledge of data selection, data analysis, insight and application of datasets for maximum success
• Understanding of events fundraising
• Competence in the use of IT tools including Word, Excel and PowerPoint
• Ability to work some unsocial hours and travel to meetings / events as required across the UK

Please visit the careers site for the full job description and person specification for the role.

Salary: £30,559 per annum (SCP 18) progressing by increments to £33,366 per annum (SCP 23)

Hours: 36 hours per week  Location: Warrington

Contract: Permanent

Benefits: You will receive 28 days annual leave plus Bank Holidays (pro rata for part time workers), hybrid and flexible working arrangements, an attractive pension scheme, Simply Health membership and enhanced sick pay. Please visit our website for more details.

Closing date: 31st August 2025

We reserve the right to close the vacancy earlier if we receive sufficient applications so, please submit your application as soon as possible.

PAPYRUS is committed to the principle of equal opportunity in employment and its recruitment policies are designed to ensure that no job applicant or employee receives less favourable treatment on the grounds of age, disability, gender re-assignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

PAPYRUS is committed to safeguarding all children, young people and adults at risk that interact with the organisation. The organisation recognises its responsibility to safeguard the welfare of these vulnerable groups by a commitment to procedures to protect them. The charity expects all staff and volunteers to fully support and promote these commitments.