Donor Audit Manager Jobs in Bath, Bath And North East Somerset
About Somerset Community Foundation
We’re a grant-making charity that helps build strong communities where everyone can thrive. We do this by funding local charities and facilitating local giving.
We provide simple, rewarding and impactful ways for donors to give locally, guided by research and our unrivalled local knowledge.
For small, local charities, community groups and social enterprises, we provide vital funding and support to help their organisations flourish. We provide around £4 million of funding to local groups every year. Our turnover in 2024 was nearly £6 million, and we’re building an endowment for long-term investment into our communities, which is currently valued at about £8 million.
By inspiring local giving and funding social action, we support local communities to drive change and realise their dreams.
The role
You’ll bring energy and enthusiasm to the team, ensuring financial functions are carried out efficiently, effectively, accurately and in a timely way to enable us to focus on achieving our charitable mission.
The focus of the role will be on managing and improving financial processes, ensuring that the Senior Leadership Team have up-to-date and accurate records for reporting to the Board, supporting the programmes and philanthropy teams with accurate fund reports and preparing the accounts for audit each year. You will work closely with the whole team of staff and volunteers, but you will work most closely with the Operations Director and the Finance Manager.
You’ll be provided with training on our CRM and IT systems. The successful applicant will always be expected to observe our values and policies and to actively engage with continuous professional development.
Key Areas of Responsibility
1. Treasury and Investment Management
· Monitor endowment investments and provide calculations and support in relation to total return
· Prepare quarterly investment management report
· Treasury management to maximise our investment returns
2. Bookkeeping and Management Accounts
· Work with the Finance Manager to ensure donations are properly recorded on our CRM and in Sage
· Work with the Finance Manager to reconcile bank accounts monthly
· Preparing monthly management reports, noting significant variances with forecasts
· Monitor outstanding debtors, and with line manager approval, chase overdue debtors
· Prepare fund balances when required by the programmes team to support grant-making
· Presentation of management accounts to board and engagement with board members as required
3. Annual Accounts
· Prepare statutory accounts, working with the Operations Director and CEO to ensure income and costs are allocated accurately across SORP categories
· Participate in the Audit process, engaging with auditors and prepare information for audit and liaise with auditors in the conduct of the annual audit process
· Prepare annual fundholder statements
· Support the Senior Leadership Team in the preparation of the annual budget and cash flow forecast
4. Other Work Required
· Support the Finance Manager and provide cross cover when required
· Attend SCF events as requested, including very occasionally, evenings
· Any other reasonable duties as requested
Person Specification - Skills, Knowledge and Experience
Required
· Ideally at least five years’ experience in a similar role
· Minimum of AAT Level 4, preferably ACA/ACCA or equivalent
· Experience of accounting software, especially Sage Line 50
· Experience of working with databases and Microsoft Office, including Office 365
· Knowledge of charity finance
· Excellent interpersonal and communication skills
· Able to work under own initiative but also able to request support when necessary
· Confident managing a busy and varied workload and able to prioritise effectively
· Good problem-solving competencies
· Please note that our office is in a rural location and that access to a car and a clean UK driving licence are required.
Desirable
· Supervision or line management of other team members
· Understanding of the role of local charities, voluntary organisations and social enterprises, and the people they help
· Experience presenting at board level
More about working for us
Our values: We’re a values-driven team and organisation, and they underpin our culture, identity and everything we do.
Diversity, equity and inclusion: Together we’re creating a culture where everyone, from any background, can do their best work and bring their whole self to work. We’re also working to ensure the voices of those we support inform everything we do. We would especially welcome applications from minority ethnic people, people with disabilities, younger people, LGBTQ+ people and people with ‘lived experience’ relevant to our work.
Flexible working: Our work is really important to us, but so is the rest of your life. We offer flexible working that means you can choose hours that work for you and choose a blend of working in the office, at home, or out and about.
Pension: We’ll match your pension contributions up to 5% to help you save for your future.
Enhanced Family Leave policies: We offer an enhanced family leave policy for all employees, including Enhanced Maternity, Paternity, Shared Parental and Adoption Leave.
Size: 11 - 20
WE HELP PASSIONATE PEOPLE IN SOMERSET CHANGE THE WORLD ON THEIR DOORSTEP BY FUNDING LOCAL CAUSES AND INSPIRING LOCAL GIVING AND PHILANTHROPY.
The client requests no contact from agencies or media sales.
Thank you!
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Exciting opportunity to join Diverse city in the newly created role of Development Manager to act as the key point of contact for matters relating to the development and implementation of their fundraising strategy supporting the Senior Leadership team.
Please view our candidate pack for full details of the role responsibilities and skills and experience required. The pack is also available in BSL and Audio format. The candidate pack is available as an application resource below or when you click on Quick Apply.
Job Responsibilities
Key areas include:
- Trusts and foundations
- Individual and corporate giving
- Event planning
- Good practice, such as ethical fundraising
- General
Trust and foundations
- Update the trusts and foundations database and managing the pipeline of activity
- Prepare tailored applications to trusts and foundations
- Manage reporting deadlines to funders
- Work closely with the artistic teams and Executive Director to shape proposals
- Create budgets working with the Executive Director, Finance Director, Artistic Directors and Project Leads
Individual and Corporate Giving
- Create individual giving schemes, exploring the potential for new initiatives such as membership and legacy programmes
- Cultivate relationships with potential individuals and steward donors
- Research potential corporate supporters – both corporate social responsibility (CSR) and sponsorship
- Pitch to potential donors and supporters
Event Planning
- Create a programme of cultivation events which could:
- thank and nurture existing donors
- act as a precursor to giving
- introduce individuals and companies to potential campaigns
- begin new relationship development
Good practice, such as ethical fundraising
- Development of an ethical fundraising statement, in partnership with Executive and Board
- Ensure compliance with fundraising regulations
- Supporting team in being part of a fundraising culture
General
- Day to day management of fundraising budget, creating and monitoring income targets and delivering compelling company messaging around charitable giving on and offline.
Ideal candidates will have skills and experience as shown in the candidate pack including:
- Evidence of alignment with charity’s vision, mission, values and commitment to equality, diversity and inclusion.
- Lived experience of disabling or marginalising barriers.
- Understanding and experience of performing arts landscape, key figures, organisations and funders.
- A curious, inclusive, flexible and collaborative working style with proven ability to work as part of a team across all levels..
- Clear communicator, team player, tolerant of other views.
- Fundraising track record, delivering against targets (in a similar sized arts or not-for-profit) and of securing significant donations at the five-figure level or more.
- Experience of monitoring and reporting against targets and managing budgets.
- Adept at supporting and structuring negotiations and at building relationships with stakeholders including Arts Council England.
- Thorough knowledge of the relevant fundraising legislation, regulations and financial issues and fundraising obligations of arts charities/Arts Council National Portfolio Organisations.
- Strong literacy, administrative, time management and organisational skills.
- Proactive approach to continuing professional development.
- Experience of dealing with public sector organisations at a senior level.
- Membership of relevant educational and/or professional bodies.
To Apply
Please submit your CV, and one side of A4 or record up to 3 minutes of audio or video telling us why you fit this role. The link for video upload is in the candidate pack
People from the global majority, who are LGBTQIA+, disabled and/or from working class or low socio-economic backgrounds are particularly encouraged to apply.
We guarantee interviews to all candidates identifying as D/deaf or disabled who meet the person specification outlined
Please review the candidate pack before applying. There are links within the pack if you want to submit a video or request an alternative version (BSL and Audio available).
The cover letter/one side A4 supporting statement or video is an essential part of the application.
Size: 21 - 50
Diverse City is a performing arts company where social justice and culture meet.
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
About the organisation
We share our knowledge and practical experience to empower people to change the way they think and act about energy.
Job description
We’re looking for a proactive and enthusiastic Senior Development Manager to identify new funding opportunities and develop high quality funding proposals that generate income for CSE’s work in line with CSE’s strategy and objectives. The successful candidate will nurture new and existing partner, client, and funder relationships.
Pay and conditions
- The role is full-time, 37.5 hours per week (minimum of 30 hours to be considered for the right candidate).
- The starting salary for the role will be grade H £41,802 - £50,071
- Flexible, hybrid working permitted for this role with a minimum of two to three working days presence in the office expected.
Why choose CSE?
- Attractive pension (6% employee contribution, CSE contribute 8%).
- 25 days annual leave (plus public holidays), increasing to 27 after 10 years continuous service.
- Critical illness cover & health cash plan.
- A variety of discounts including vehicle breakdown cover, gym discounts and retail discounts on food and travel etc.
- Tech scheme, cycle scheme and bike repair surgeries.
- Flexible working environment with hybrid working and time owed in lieu (TOIL).
- Cycle to work scheme and bike repair surgeries.
- Employee Assistance programme.
- Free weekly yoga classes.
Specific responsibilities
An applicant appointed to the role will be expected to:
- Work effectively with others to develop funding proposals for CSE projects.
- Lead the response to competitive Invitations to Tender, which require a specific and timely response to a client’s brief and the ability to highlight and sell relevant CSE strengths and expertise.
- Support our development process by giving direction, supervision, and support to all contributing staff.
- Work with delivery teams and colleagues to set project budgets, costing work accurately using CSE’s development and financial tools.
- Ensure effective set up of new projects and facilitate the handover when a project bid has a successful outcome.
- Ensure appropriate quality checks are carried out on all proposals.
To see a detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.
All CSE staff receive training and are given study time to complete the NEA City & Guilds in Energy Awareness.
Essential attributes for this role include:
- Minimum Maths and English GCSE
- Extensive experience in a project development or fundraising role with a proven track record of securing funding for projects or services.
- Familiarity with project management practices and systems.
- A commitment to CSEs work and charitable mission.
- The ability to construct clear and effective project proposals and tender documents.
- Strong communication skills.
- Good administrative skills with a strong attention to detail and commitment to quality.
- Self-motivated with a flexible attitude and a proven ability to manage own time and multitask.
- Empathy towards the challenges people face and communities face on their journey to net-zero.
- A general understanding of sustainable energy, fuel poverty and climate change.
- Please note, the above is an overview of the skills required for this role.
To see the full list of essential and desirable skills please see the attached job description. Your application should demonstrate how you meet the criteria outlined.
How to apply:
Please complete the application form attached below, and available to download from our website, along with other supporting documents. CVs and cover letters will not be considered. Your application should demonstrate how your skills and experience relate to the essential and desirable attributes listed above for the role.
The closing date for applications is 17:00, Monday 3 June 2024 If you haven't heard from us by Wednesday 5 June 2024, please assume your application has been unsuccessful.
Interviews will take place on Tuesday 11 and Wednesday 12 June 2024 at our offices in Bristol.
If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
These unique and rewarding freelance audit opportunities would suit experienced experienced audit professionals that are flexible, love diverse travel experiences, supporting worthwhile causes and inspiring people. AfID is recruiting on behalf of a leading specialist in international NGO grant audit services for development donors such as the UN and the World Bank. Assignments would suit experienced qualified audit professionals with grant audit / management experience, ideally in a not-for-profit/ international development context
Role overview.
Complete international grant expenditure audits for a diverse range of projects (grant recipients) funded by international donor institutions ranging from emergency aid, to long term development in areas such as agriculture, health or infrastructure or technical research. Assignments are 1-3 weeks in length and based across the European mainland and the developing world. These are offered on an assignment by assignment basis, one to two months in advance.
Contractors can be based outside the UK
Requirements
- Qualified ACA / ACCA or equivalent – 5+ years post qualified experience
- Grant management and audit and reporting experience with international institutions. Preference given to individuals that have worked on UN or EC grant assurance assignments
- Diplomacy and cultural sensitivity while working with a hugely diverse range of clients and beneficiaries
- A real interest in international development and associated funding structures
- Ideally but not essential fluency in a second language such as Spanish, German, French, Arabic & Portugese
- Excellent communication, report writing and presentation skills in English.
- Resilience and adaptability
Personal attributes:
- At least 5-10+ years of relevant audit experience
- Ability to work under pressure; Strong planning, organisational and time management skills
- Sound technical and analytical skills, report writing and presentation skills
Passionate about international travel and development and willing to work in international locations. Individual must be prepared to travel to challenging locations when it is deemed safe to do so. Individuals must also be able to demonstrate effective past working practices when working remotely with a range of clients.
Thank you!
Are you passionate about the power of Museums, Heritage, and Culture to improve lives? Would you like to be involved in one of the biggest new Museum projects in the UK in a World Heritage City?
The Philanthropy & Trusts Lead will steer the capital campaign fundraising strategy for the Fashion Museum, Bath, and its ambitious transformation project to create a major new cultural institution with international significance in the City of Bath.
They will focus on high-net-worth individual donors, trusts and foundations, and public sector sources alongside devising a strategy to convert capital contributors to long-term revenue support post-campaign. They will also work closely with the fundraising team to devise capital and revenue campaigns to deliver income growth for Bath and North East Somerset’s wider heritage portfolio including the internationally renowned Roman Baths and Victoria Art Gallery.
The role will manage and motivate a small fundraising team to deliver ambitious income growth targets and work collaboratively with Bath Heritage Service’s senior leadership team, trustees of the charities that support the Services, and other key stakeholders.
If you are a strategic team leader with significant senior management experience in a fundraising environment and within the cultural, heritage or charitable sectors, then we’d love to hear from you.
For a job description, person specification, and details on how to apply, please visit our website.
What we offer:
Bath and North East Somerset is a great place to live and work. The city of Bath has a dual World Heritage Site designation and is regularly voted as one of the best places to visit, work and live in the UK. We have a stunning blend of unique countryside and rural character, villages, towns, and cities on our doorstep.
Your main place of work will be in Bath, easily accessible via public transport, with a train station with direct connections to London and Bristol and a well-connected walking, wheeling and cycling network.
We offer a wide range of benefits, and the flexibility to enjoy a great work/life balance. These include:
· A competitive salary package
· A range of flexible working and hybrid working options, including flexi-time, four regional offices and home-working, dependent on service requirements
· A generous holiday allowance and special leave provisions
· The Local Government Pension Scheme
· A comprehensive Employee Assistance Programme – whatever life throws at you; we are committed to supporting you and your well-being at work and home
· Professional and personal development including in-house training and accredited qualifications including Aspiring Manager and Leadership Development
· Discount scheme including the VECTIS card that offers numerous local discounts including cycle to work and free entry to numerous local attractions within B&NES
Interested to find out more?
If you are interested in this post and require more details after reading the job description or just to chat through the role and what’s involved, please contact Charlotte Somers, Head of Fundraising, Marketing and Supporter Development via email.
The client requests no contact from agencies or media sales.
Thank you!
Viva is an international charity whose vision is for all children to be safe, thriving and learning – living life in all its fullness. We do this by inspiring, supporting and connecting networks of churches and organisations – enabling them to make a bigger, better and longer-lasting impact in the lives of children.
As Viva’s Head of Impact, you will work closely with the Network Partnerships Team Leadership to lead the development of a new approach to Monitoring, Evaluation, Accountability and Learning, with the primary purpose of supporting partner networks to know their impact and share learning with each other. You will enable partner networks and Viva to build, measure and learn together, evaluating the effectiveness of programmes and methodologies, adapting them to ensure desired impact is reached and sharing learning with each other and with other development partners.
You will also work to ensure all programmes funded by Viva are accountable, well-monitored and contribute to our learning environment with clear opportunities to learn and adapt throughout the programme delivery and reporting processes.
Some of your responsibilities will include:
- Shared leadership: You will contribute to strategic decision making as part of the Network Partnerships Leadership Team and be part of shaping the vision and practice of Viva as an organisation from a Christian faith perspective.
- Viva MEAL framework: You will develop and manage a robust MEAL Framework for Viva
- Network health: You will work closely with the Network Partnerships Leadership Team to review Viva’s Network Health Check process and develop a system designed to support partner networks to build strong and sustainable networks
- Reviewing project delivery: You will work closely with Network Coaches to agree the most efficient outworking of the MEAL Framework with the Viva partner networks for projects where Viva has brokered funding.
- Evaluating Viva’s work: You will lead the process of evaluating Viva’s work, including but not limited to needs assessments, baseline survey, final evaluation, data quality audits, collecting monitoring data, network satisfaction surveys, and field supervision.
- Representing Viva: You will at different times and ways represent Viva externally, for example, through speaking in churches, prayer meetings, meeting with other Christian organisations.
This role will suit you if you:
- have at least a Bachelor’s degree in impact measurement or international development with a MEAL module, or a related field
- are experienced in working in Monitoring, Evaluation, Accountability and Learning-related functions or related field
- have experience in project management including grant management and reporting
- are to demonstrate an active Christian faith, with an understanding of the Christian faith and church culture to be able to effectively engage with partner networks and churches
- think creatively and have a growth mindset, willing to challenge established ways of doing things
- enjoy working with people of different nationalities and cultures
- are looking to join a welcoming, creative, supportive and international team
Due to the nature of some of the key responsibilities, there is an Occupational Requirement for the postholder to be a Christian (Schedule 9 to the Equality Act 2010).
This is a part-time role for Viva, based anywhere in the world where Viva can employ you. If based in the UK, the full-time salary range is £36,000 to £40,000 per annum (pro-rata), depending on experience. If you are based outside of the UK, the reward package will be adjusted to reflect the relevant local market and terms and conditions.
The role can be remote, hybrid or office-based where Viva has an office (Hong Kong, UK, Uganda). The post is subject to a satisfactory enhanced DBS check and registration with the DBS Update Service (or police check where possible outside the UK), paid for by Viva.
Take a look at the full job description and person specification in the information pack and, if this is you, then apply today to be part of this incredible work, making a real and lasting difference for children.
To apply, please submit your CV and a covering letter of no more than 2 pages explaining why you are applying for the role and how you are suitable for it. The person specification in the information pack will help you in this.
Please do let us know if you need any assistance or adjustments made as you apply for this role, and we would be happy to help.
Please make sure to specify which country you are based in – to be employed by Viva in that country, you will need the right to live and work there.
The closing date will be midnight (GMT) on Sunday 26 May 2024 and interviews will be held on zoom in the week commencing 10 June 2024.
The client requests no contact from agencies or media sales.
Thank you!
Chief Executive Officer, Remote, 35 hrs Salary £90,097
GFS is a feminist organisation with a mission to empower girls and young women in England and Wales to live their best lives. Girls as young as 6 tell us that they cannot be themselves. This causes problems for them and society. So, we offer an early intervention service for girls living in areas of deprivation to have the greatest impact.
This is an exciting role with an opportunity to lead the charity into the 150th Year of delivery and with a new strategy to address need. It will involve working with the leadership team and all departments but also the board and their support committees, the ambassadors, and presidents as well as the wonderful team of volunteers across England and Wales.
A great deal has been done to prepare the organisation for such an important time and so now there is a real opportunity for this role to lead in being a figurehead for the charity and representing all that is achieved at GFS in national events and discussions, to best represent the girls of today.
Our new strategy is built around pillars of Impact, Brand and Sustainability with an ambition to grow in delivery as well as reputation. GFS is aware that the work done to listen to and amplify girls’ voices is important because they have so much to say about what needs to change and from a very young age. This role will be key to making this happen.
Equity, Diversity and inclusion is of strategic importance to GFS. We encourage applications from ethnically and racially minoritised, disabled and from LGBTQ+ people to build our best staff and volunteer teams and reflect the girls we serve.
This post is subject to a criminal record check with the Disclosure and Barring Service
Download the application pack and complete the application form in WORD and return by the closing date Friday 17th May.
Size: 21 - 50
Our mission is to support and inspire girls and young women. We create spaces where they feel safe and valued, building strong foundations.
The client requests no contact from agencies or media sales.