Finance and reporting officer jobs

Our client is a world-renowned, independent policy institute based in London, dedicated to building a sustainably secure, prosperous, and just world through the advancement of international relations. Following a period of rapid growth, the organisation is currently undergoing an exciting phase of transformation—consolidating and simplifying their internal structures, modernising their financial systems, and refining their strategic business model. 

Goodman Masson are exclusively partnered with this prestigious institute to recruit for a high-calibre Finance Business Partner to join their dynamic central finance team.

This role would suit an ACA qualified auditor looking to make their first move into industry or someone who has already established themselves as a qualified Finance Business Partner within the not for profit sector. 

The Opportunity

Reporting directly to the Finance Director, you will act as a vital strategic partner to the institutes core international research programmes (covering Africa, Asia-Pacific, and the Middle East). This is not a traditional back-office accounting role; you will actively bridge the gap between central finance and research directors, driving a culture of financial accountability and empowering non-financial stakeholders to make data-driven strategic decisions.

Key Responsibilities

• Strategic Business Partnering: Build trusted relationships with budget holders and research colleagues, providing commercial acumen, financial insights, and expert analysis to improve financial performance. 

• Financial Planning & Analysis: Lead the annual budgeting, quarterly forecasting, and management reporting for dedicated programmes.

• Project & Grant Oversight: Oversee the financial health of complex research projects, ensuring accurate income recognition, monitoring variances, and ensuring strict compliance with complex funding/grant requirements.

• Commercial & Contract Management: Collaborate with the Contract Manager and Research Partnerships team to support project costing, ensure legal/financial terms are optimised, and manage audit processes for centre funding. 

• Continuous Improvement: Play a key role in change projects to modernise procedures, enhance internal financial controls, and improve the efficiency and value-add of the finance function.

• Statutory Support: Assist with the preparation of annual statutory accounts, including necessary disclosures and detailed analysis.

Essential Criteria: 

• Fully qualified accountant (ACA, CIMA, ACCA or equivalent)
• Background within either external audit or a Business Partnering role within a similar organisation.
• Exceptional interpersonal skills with the ability to translate complex financial metrics into clear, concise, and accessible insights for diverse, non-financial audiences.

Salary is £60,000 per annum + Excellent Benefits. 

Hybrid working with 2 days per week in the London office. 

Applications are being reviewed on a rolling basis therefore please apply ASAP to ensure your details are considered. 

Interim Director of Finance & Operations

• Contract: 12 months fixed term
• Hours: 37.5 hours per week 
• Location: Oxford is the primary location, with some opportunity for hybrid working 
• Salary: £80,000 per annum
• Closing date: 14th June 2026

Lead strategic finance and operations at a purpose-drive organisation delivering vital care and support to children and families.

We are seeking an experienced and commercially astute Director of Finance & Operations to join our Executive Team on a 12-month fixed term basis. Reporting to the CEO, you will play a critical role in shaping organisational strategy, ensuring financial sustainability, and overseeing key enabling services that support the delivery of outstanding care and impact.

This unique opportunity to step into a pivotal leadership role, providing direction across finance, estates, governance, date and risk, and project management functions.

About the role:

As a member of the Executive Team, you will:

• Provide strategic financial leadership to the CEO, Board and senior stakeholders
• Lead and develop high-performing teams across Finance, Estates & Operations, Data & Risk, and PMO
• Oversee planning, budgeting, forecasting and financial reporting, ensuring long-term sustainability
• Drive organisational performance, insight and continuous improvement.
• Ensure robust governance, compliance, and risk management frameworks

About you:

We are looking for a collaborative and influential leader who:

• Is a fully qualified accountant (ACA/ACCA/CIMA or CIPFA)
• Brings significant senior leadership experience, ideally overseeing multiple functions
• Demonstrates strong commercial judgement and financial insight
• Has a proven ability to lead, develop and deliver results through high-performing teams.
• Is an excellent communicator, able to influence at Board and Executive level.
• Thinks strategically, with the ability to translate vision into delivery and results

Apply now to be part of an organisation where your expertise will directly support lives and communities.

We reserve the right to close the advert at any time should we receive sufficient applications, therefore we encourage applicants to apply as soon as possible. 

Please note that everyone working for Helen & Douglas House are required to undertake a Disclosure and Barring Service check. Helen & Douglas House is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. We are an equal opportunities employer and value the benefits of a diverse workforce. We positively encourage applications from all areas of the community.

Finance Manager

Are you looking for an exciting opportunity to work for an organisation that makes a difference?  A rare opportunity has arisen to join a small and vibrant finance team working with the Diocese. 

We are looking to recruit a new manager to take the Diocesan board of finance forward with developing systems and reporting and being involved with all sorts of interesting and varied departments. 

Position: Finance Manager

Location: Oxford/Hybrid

Hours: 37 hours per week

Salary: £49,748.09 per annum

Contract: Permanent

Closing Date: Tuesday 30 June 2026, at midnight

Interviews: Friday 10 July 2026, at Church House Oxford, Langford Locks, Kidlington, OX5 1GF

The Role

In this role, you will support the Director of Finance in providing a proactive, efficient, and highly effective finance service across the Diocesan board of finance and trust custodian company, as well as supporting the larger finance team who look after the Board of Education.

The role will include taking ownership of the budget and forecast for Board, running the month-end and reporting process and interacting with Heads of Department and key Diocese clergy in helping to run their day-to-day operations.  The role will also take the lead in managing the tax and statutory reporting, and appropriate training assistance will be made available as required.

You will play a key role within a Finance department totalling 9 staff.  The team have been through a time of change, including the introduction of a system 3 years ago that still requires some input to ensure it is being maximised in usefulness.

About You

We are looking for an experienced and highly motivated Accountant to join the friendly team in the Finance function.  You will embrace the challenge that such a varied role brings.

With proven experience in producing timely, high-quality and accurate financial information, your ‘can-do’ approach to work will inspire you to deliver excellent, meaningful financial reports that will have high impact for stakeholders. You will be flexible in your working style, have strong numerical proficiency, confident communication skills, and excellent organisational and monitoring abilities.  

In return, there will be many opportunities for you to enhance your skill set, gain new experiences, and develop your career pathway within this important function.

You do not need to be a practising Christian or have a faith to work with us - around 50% of our staff are not practising Christians but are comfortable with the Christian ethos that underpins our work. However, all our staff do have a desire to make a difference.

The successful candidate must have the right to live and work in the United Kingdom.

Only shortlisted candidates will be contacted for interviews. If you do not hear from us, your application has not been successful.

We are particularly keen to receive applications from UK Minority Ethnic / Global Majority heritage and disabled candidates, who are currently underrepresented.

Our client is committed to the safeguarding, care, and nurture of everyone within the church community. They follow and are committed to their Safeguarding Policies and the relevant statutory legislation and guidance, "Working together" to ensure the welfare of children and young people is paramount.

You may have experience in other areas such as Finance Manager, Finance Officer, Finance Deputy Manager, Finance and Operations Manager, Accountant, Charity Accountant, Business Accountant.

Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP

Your new organisation
A long-established humanitarian and environmental charity is seeking a qualified and proactive Financial Controller to join its small, dedicated finance team.

Your new role
Reporting to the Finance Director, you will play a key role in strengthening financial processes, improving reporting, and supporting senior leadership with timely, accurate management information.
Key responsibilities include:

• Financial support for operational teams
• Process and controls improvement across the finance function
• Balance sheet reconciliations and core accounting duties
• Assisting with management accounts and statutory accounts for multiple entities
• Preparing statutory returns (HMRC, Charity Commission, etc.)
• Manage one member of staff

What you'll need to succeed
You will be a fully qualified accountant and enjoy a hands-on, detail-focused role. You will enjoy working collaboratively and using your initiative to improve systems and processes.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Dignity in Dying and Compassion in Dying are partnering with Robertson Bell to recruit a Head of Finance on a permanent basis.

This is an exciting opportunity to join two sister organisations working at the centre of an important and evolving area of public policy and individual choice. Operating with a shared vision and strong collaborative culture, both organisations are committed to supporting people through high-quality information and support services, advocacy and campaigns.

Reporting to the Deputy CEO, the Head of Finance will play a key role in supporting the organisations’ ongoing work by providing integrity and efficiency across financial processes, systems, controls and reporting. This role offers the opportunity to join a collaborative and values-led organisation with a supportive leadership team, flexible hybrid working and the chance to contribute meaningfully within a small but highly impactful environment.

The role:

• Provide integrity and efficiency in the financial processes, systems, controls and reporting across both organisations.
• Prepare statutory annual accounts in accordance with Charity and Company law.
• Work with the Senior Management Team (SMT) to prepare, present and implement annual budgets.
• Monitor and manage financial performance including production of quarterly management accounts, finance reports and ongoing cash flow forecasts.
• Reconcile major balance sheet accounts and revenue reporting between systems.
• Oversee transactional input of income and expenditure transactions, and all payroll procedures.
• Support the Finance and Audit Sub Committees, preparing relevant papers and attending meetings.
• Work closely with auditors and maintain relationships with professional advisors, insurance brokers and bankers.
• Ensure compliance with all statutory reporting and filing requirements, including the Charity Commission and Companies House.
• Provide support and advice to the SMT on financial and relevant matters as they arise.
• Monitor and manage organisational funds on cash deposit platforms.
• Manage partial VAT exemption and VAT reporting requirements.
• Develop and implement financial systems and procedures to ensure best practice and adherence to applicable accounting standards.
• Identify opportunities to improve reporting, operational efficiency and financial processes.
• Line manage and support the development of the Finance Officer.

The organisations:

Dignity in Dying and Compassion in Dying share the aim of improve dying in the UK by putting people in charge of decisions about the end of their life. Dignity in Dying campaigns to change the law to allow the option of assisted dying for terminally ill, mentally competent adults in the UK. It is a not-for-profit membership organisation. Compassion in Dying is a registered charity which provides information and support to people to be in control of their end-of-life decisions, alongside gathering evidence to improve culture and policy.

Operating within a collaborative and supportive culture, this role offers the opportunity to work alongside committed and passionate colleagues within a flat organisational structure. The successful candidate will join a team that values initiative, accountability and strong working relationships, while offering the autonomy to take ownership of the finance function and contribute to future improvements.

Essential criteria:

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Experience in a managerial finance role, ideally within a charity or not for profit organisation.
• Strong understanding of charity accounting and Charity SORP.
• Experience preparing management accounts, budgets, forecasts and statutory accounts.
• Strong understanding of financial controls, governance and compliance requirements.
• Experience supporting audit processes and working with external auditors.
• Knowledge of VAT reporting and partial VAT exemption.
• Ability to explain financial concepts to non-financial colleagues and managers.
• Self-starter with the ability to manage responsibility within a small team environment.
• Strong relationship-building skills with the ability to quickly establish credibility internally and externally.

If you are a qualified finance professional looking to join a collaborative and mission-led organisation where you can contribute both strategically and operationally, we would love to hear from you. Apply before the 7^th June to be considered!

This role is based in London with hybrid working and an expectation of a minimum of two days per week in the office at Oxford Street.

Shape financial strategy and sustainability across our trust.

We are seeking an experienced and visionary Finance Director to lead the financial strategy and operations of the Cabot Learning Federation. This is a pivotal executive leadership role where you will provide assurance to the Chief Operating Officer, CEO and Board of Trustees across all financial matters, including financial sustainability, risk, and control frameworks.

As a key member of the Executive Team, you will play a central role in shaping the long-term financial direction of a large and growing multi-academy trust. You will lead the development and delivery of the Trust-wide financial strategy, ensuring that resources are aligned with priorities and delivering maximum impact for pupils, staff, and communities.

Working closely with senior leaders, Principals, Trustees, and external stakeholders, you will oversee financial planning, statutory reporting, and compliance across the Trust. You will ensure robust systems of internal control, champion value for money, and drive a culture of accountability, innovation, and continuous improvement.

In this role, you will lead and develop a high-performing finance function across central and academy teams, ensuring strong financial management, effective business partnering, and high-quality support for decision-making at every level of the organisation.

Hours: Full-time, 37 hours per week, Monday to Friday, all year round. A part-time position for 4 days per week may be considered and can be discussed at interview.

Location: You will work through a blended model that includes home working and working at Federation House, Kingswood, Bristol.

About You

To be successful, you will be a highly accomplished and strategic finance leader, combining strong technical expertise with the ability to influence at the executive and board level.

You will have:

• A recognised accountancy qualification (CIMA, ACA or ACCA) with extensive senior-level experience
• Proven experience of leading financial strategy, planning and transformation across a complex organisation
• Strong understanding of financial governance, regulatory frameworks, and systems of internal control
• A track record of delivering value for money and driving organisational performance improvement
• Significant experience of leading, developing, and inspiring high-performing teams
• Excellent analytical skills, with the ability to interpret complex financial data and translate it into strategic insight
• The confidence and credibility to influence, challenge, and advise executive leaders, Trustees, and stakeholders
• Experience of working with external partners, including auditors, regulators, and funding bodies
• Strong communication skills, with the ability to present complex financial information clearly to diverse audiences

Why Join CLF?

As Finance Director, you will join our Executive Team at a critical stage in our growth, helping to shape the financial future of a large, complex and ambitious organisation.

In return, we can offer you:

• Access to a generous pension through the Local Government Pension Scheme (LGPS)
• Generous annual leave entitlement
• A comprehensive induction and ongoing commitment to wellbeing and career progression through a range of training, apprenticeships and in-role/wider-trust development opportunities
• Wellbeing support through an employee assistance programme
• Health benefits, including wellness sessions, gym discounts, and flu jabs
• A range of generous family leave options, including above-industry-average occupational maternity pay
• Cycle-to-work scheme and on-site parking

For further information and to apply for this exciting role, please visit our website via the Apply button.

Closing date: 28 June 2026.
Shortlisting date: 1 July 2026.

Interviews will be a two-stage process comprising an Assessment Morning on 6 July 2026 followed by a final interview on the afternoon of 8 July 2026. 

We reserve the right to close this vacancy early should we receive a high level of interest in the role. Therefore, candidates are advised to apply at their earliest convenience to avoid missing out.

We are an equal opportunity employer and proud to serve a diverse student population and our communities. We strongly believe that representation matters and so encourage applications from underrepresented and global majority groups, including ethnicity, gender, transgender, age, disability, sexual orientation or religion.

As a Disability Confident Committed Employer, we are dedicated to equity and inclusion and commit to interviewing applicants with a disability who meet the essential criteria. We aim to provide an inclusive and accessible recruitment process and support employees throughout their employment. If you have a disability, are neurodivergent, or require any adjustments to support you through the application or interview process, please let us know how we can assist.

As Data Officer, you will support the Head of Finance and Operations across a range of important day-to-day tasks, with a particular focus on income reconciliation, accounting preparation, the maintenance of our Salesforce CRM database, as well as using the CRM to run reports.

You will take responsibility for keeping Save the Rhino's data clean, accurate, and audit-ready — carrying out regular imports, cleaning routines, and backups, and producing reports that help colleagues across fundraising and communications to do their jobs effectively.

Alongside this, you will contribute to key financial processes including Gift Aid claims, VAT returns, and monthly management accounts, developing a solid grounding in charity finance. For the right person, this combination of data and financial responsibilities offers an unusually broad grounding - ideal for someone early in their career who wants to develop skills across both disciplines rather than specialise immediately.

You will be methodical and detail-oriented, comfortable working with data and spreadsheets, and confident following established and documented procedures while flagging issues when you spot them. You will be a collaborative team player, supporting colleagues across the organisation and keen to learn and grow within a small, committed team.

This is a new role for Save the Rhino, and it is one that might appeal to individuals with different experience and backgrounds. We are open to this role being full time (35 hours per week) or part time (28 hours per week). The hours agreed will reflect the experience of the successful applicant — a more experienced candidate may be able to deliver the full scope of the role in fewer hours.

For more information and to apply, download the application pack.

• Hours: 37.5 per week 

• Salary: £57,000 per annum 

• Contract: Permanent 

• Location: Our office, Unity Business Centre, 26 Roundhay Road, Leeds LS7 1AB 

• Deadline for applications: Monday 15th June, 12 Noon 

• Job Interview Date: Monday 29th June 

The Director of Finance, Corporate Services & Income is a senior leadership role responsible for ensuring Advonet is financially sustainable, well-run and resilient. The role provides strategic financial leadership, oversight of corporate services, and a significant focus on income generation and diversification.  

This role plays a critical part in strengthening Advonet’s long-term viability by improving financial decision‑making, embedding a culture of income awareness and diversification, and enabling managers and teams to contribute confidently to business development activity.  

Apply now

To find out more about this vacancy, please download our Recruitment Pack from our website. It has information on what the role involves, including key responsibilities and a person specification. There is also more about what working for Advonet is like, as well as information on our values and the benefits on offer.

To apply for this job we require a cover letter (max 500 words) and a CV diversity monitoring form. You can find more details about this in the Recruitment Pack.

For any questions about the role, please contact our office and ask to speak to Angela Ellis CEO.

ROOTED FINANCE

Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.

The people we work with come from all walks of life and so do we.

We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.

Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.

We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.

You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.

You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.

The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.

JOB DESCRIPTION

Job : Title Money Guidance Officer

Salary: £28,000

Hours: 35 Hours per week 

Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs 

Contract: Permanent/Fixed Term (subject to funding) 

Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.

Purpose of the Job

Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.

RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.

You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.

The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.

Training and development

Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.

Reporting

The post holder will report directly to the Advice Manager of Rooted Finance

Role Requirements

This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.

Key functions and impact of the role will include;

Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.

Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.

Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.

Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.

Duties & Responsibilities: The main duties will include

1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.

2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems

3. Working closely with advisers to support their more vulnerable clients

4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.

5. Increasing the visibility and awareness of the advice services through external events and roadshows

6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.

7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice. 

8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions

9. Working with, and recruiting clients to, our Lived Experience Steering Committee

10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service

11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.

12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.

13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner

14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project

15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.

16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.

17. Work to an agreed work-plan, meeting targets on time and all required KPI

18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.

19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.

20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard

21. Ensure data protections regulations are adhered to and office procedures followed

22. Abide by all Health & Safety at Work Act procedures

23. Adhere to policy and procedures around safeguarding vulnerable adults at risk

24. Demonstrable understanding and application of the provisions of GDPR

25. Behave in a professional manner at all times

26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.

Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.

PERSON SPECIFICATIONS

Qualification 

Desirable: Educated to a degree standard or equivalent. 

Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development 

Skills

Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.

Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics

Experience 

Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)

Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)

OTHER:

This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.

At United for Global Mental Health, we are working towards a world where mental health support is accessible to everyone, everywhere – free from stigma and without restriction.

We are a small but highly influential organisation of around 20 passionate, diverse and expert individuals, and have a culture of creating the space and opportunities for them to lead their areas of expertise. Our strength lies in collaboration, internally and externally, and in our ability to turn insight into action. Kindness is our unofficial ethos.

The CEO is responsible for the overall leadership, management and performance of UnitedGMH. Reporting to the boards of UnitedGMH and the American Friends of United for Global Mental Health (AFUGMH), the CEO will set strategic direction, oversee delivery, and act as the organisation’s primary ambassador.

Key responsibilities include:

Strategic Leadership

• Lead in conjunction with the organisation’s senior staff the refinement and delivery of our global organisational strategy 2027-2030.
• Guide the organisation through periods of change, including strategy refresh and transformation.
• Draw on sector insight to ensure UnitedGMH remains at the forefront of global mental health advocacy.

Governance & Board Relationship

• Work closely with the boards of UnitedGMH and AFUGMH to ensure effective governance and decision-making.
• Oversee the preparation and sign-off of board papers; present regularly to the boards. 
• Identify, recommend and support the recruitment of new members of both boards. 
• Advise the boards on significant strategic decisions, including potential partnerships and organisational change.

Organisational Leadership

• Lead, support and inspire a high-performing and global team of approximately 20 staff.
• Where needed, oversee and support the delivery of multiple projects and programmes aligned with strategic priorities, in conjunction with the project leads.
• Foster a collaborative, kind, inclusive and values-driven culture that walks the talk on mental health.

External Engagement & Influence

• Represent the organisation with external partners, funders, policymakers and the wider sector. 
• Build and manage relationships with key donors.
• Strengthen and expand strategic partnerships globally.
• Champion the organisation’s mission and influence key stakeholders in different regions across the world.
• Act as the organisation’s global spokesperson and support staff in building their profile as spokespeople for the organisation.

Finance & Organisational Planning

• Identify and agree organisational objectives, develop strategic and operational plans, and lead their implementation with a high level of autonomy, while reporting to the boards. 
• Oversee organisational planning, budgeting, prioritisation and resource allocation to ensure delivery against strategic goals. 
• Ensure the organisation has sufficient and sustainable funding to deliver against agreed budgets and strategic priorities. 
• Maintain strong financial oversight and accountability, ensuring the organisation operates within budget and delivers across all agreed objectives. 
• Monitor organisational performance against agreed deliverables, evaluating outcomes and adjusting plans where necessary to mitigate risk or adverse consequences. 
• Ensure robust financial management, operational planning, and effective use of organisational resources across multiple programmes and projects. 
• Bring together and oversee complex, cross-organisational initiatives, ensuring projects are delivered effectively and on time. 
• Delegate effectively through senior leadership and management structures, maintaining a medium- and long-term strategic focus. 

Fundraising & External Income Generation

• Lead and support organisational fundraising strategy to secure sustainable and diversified income streams. 
• Build and maintain strong relationships with funders, donors, strategic partners and philanthropic stakeholders. 
• Successfully secure and oversee fundraising contributions to meet a target set annually with the boards. 
• Work with the boards and senior leadership team to identify new funding opportunities and strengthen long-term financial sustainability. 
• Ensure fundraising activities align with the organisation’s mission, values and strategic priorities. 
• Represent the organisation externally to enhance visibility, influence and support for UnitedGMH’s work globally. 

Risk, Compliance & Accountability

• Ensure strong organisational governance, compliance and risk management. 
• Proactively identify and escalate policy breaches or serious incidents. 
• Oversee finance, HR and operations functions in accordance with UK employment policies, and UK and US charity regulations.
• Act as the primary point of accountability to the boards and relevant regulatory bodies (including the Charity Commission and US authorities). 
• Take responsibility for organisational risks, decisions and outcomes.

Our Dream CEO

As a team, we came together to discuss what qualities we are hoping for in a new CEO and leader. We’d love applications from candidates who see themselves in the team’s descriptions below.

Our dream CEO…

• shows kindness towards all partners regardless of seniority, institution or country.

• continues to uphold and protect the organisational transparency the team values.

• is a heart- and mind-led fundraiser – treating donors like people and not merely a source of income.

• provides space for team members to lead in their areas, but also supports / acts as a sounding board when needed.

• knows how to strategically place mental health in uncommon spaces.

• is happy to be approached by, and communicate with, team members from all seniority levels across the team.

• is someone who understands what it is to manage a remote organisation, and is interested in making UnitedGMH the best workplace it can be.

• is someone who can think a few steps ahead, identify trends, and interpret these for what this means for the organisation.

• has a solid understanding of, and proven experience in, managing the ´backbone´ functions of an organisation (budgeting, risk management, governance etc).

• has an understanding of UN systems, global health and international development.

• appreciates and champions the value that lived experience and people from the global majority bring to the mental health advocacy space.

Please download and review the Job Pack for full details of the role. 

Unfortunately, we are not able to recruit team members in the following countries/regions: Afghanistan, Belarus, Central African Republic, Cuba, Democratic Republic of the Congo, Iran, Iraq, Libya, Myanmar (Burma), North Korea, Russia, Somalia, South Sudan, Sudan, Syria, Ukraine (specifically the occupied regions of Crimea, Donetsk, Kherson, Luhansk, and Zaporizhzhya), Venezuela, Yemen, and Zimbabwe.

For non-UK candidates: Please note that you would be hired via Deel as an Employer of Record.

How to apply:

To apply, please submit your cover letter, outlining how you meet the responsibilities and candidate profile, and a CV, via the Charity Job site. Please note, we can only accept applications via Charity Job.

Interviews:

Interviews will take place remotely. There will be 2 interview rounds, and candidates shortlisted for the second interview will be invited to meet members of our wider team.

Manchester Central Foodbank is a busy Trussell Trust-affiliated food bank, with centres in Central, North, and East Manchester. We were established in Ardwick in 2013 by students at the Manchester Universities’ Catholic Chaplaincy, making us the first student-led food bank in the country. Since then we have grown significantly, expanding our weekly sessions into Harpurhey and Openshaw.

Our core aims are to deliver the best quality support that we can to the largest number of our neighbours in need, while working with partners and influencing and organising at a neighbourhood and citywide level to reduce and end the need for food banks in Manchester.

We currently support 16,000 people per year with nutritionally balanced 3-day food parcels. This is double the number of people we supported in the first year following the Covid-19 pandemic, and four times the number supported in 2019. We also provide financial inclusion support with advice workers in public sessions, access to energy vouchers, SIM cards, and other voucher or material support. We coordinate across a network of 200 active front-line referral agencies with the aim of ensuring everyone who accesses our service has appropriate, specialised, and ongoing support alongside the material provision that we provide.

We are active leaders in anti-poverty organising and community development, as convenors of the citywide Building an Anti-Poverty Community collective and aim to be key shapers and influencers of new strategies and policies, working closely to support and influence local government, NHS, education and research agendas in Manchester and more widely building upon our track record of successful anti-poverty partnership work, social value impact and Parliamentary influencing. Our core values are: care, partnership, dignity, partnership, anti-stigma and rights-based.

Key responsibilities
As Chief Executive Officer you will be the key senior staff leader for the charity. You will lead the team to ensure they have the resources, frameworks, and support to effect smooth day-to-day running of our frontline support service. You will provide a strong business management focus, through supporting the financial process, overall metrics and reporting, day to day HR and input for the external Payroll Team, Health and Safety, appropriate working conditions, and strategic planning and communications. 

As the senior lead you will also facilitate and support the Board of Trustees to develop and lead strategic development objectives and plans for transformation, and ensure the delivery and implementation of the charity’s overall strategy and specific focused strategies. You will develop and manage strategic relationships with stakeholders including Council, NHS, and other statutory partners and funders, corporate and social value funders and partners, and high-value and donors. You will also plan and lead fundraising strategies. 

You will be a key external interface for our community and partners.  You will do this by:

Staff/Board Leadership and Governance:

• Line managing a current team of operations staff, including those supporting the recruitment, training, and management of a large team of volunteers. 

• Building team spirit and employee engagement and offer.

• Leading and delivering regular staff performance and development reviews.

• Developing and delivering robust metrics and reporting to the board and staff team, through consistent monthly and quarterly reporting packs to the board of trustees.

• Ensuring all staff and volunteers are familiar and engaged with the charity’s long-term goals and objectives, and know how their work helps to implement these on the ground. Leading the development of induction packages and ongoing offers for staff and volunteers. You will be responsible for writing, implementation, and update of institutional policies as needed to staff and volunteers.

• Leading targeted volunteer recruitment strategies to maximise core delivery capacity through volunteer roles and prioritise staffing capacity to core charity operations.

• Ensure policies are kept current.

• Ensure recording and management of absence/leave.

• Ensure Health and Safety aspects of all organisational operations are compliant, in collaboration with the Board sponsor.

• Manage day to day financial input, through the Xero app, and ensure accurate and up-to-date financial reporting for the Board/Treasurer. This includes administering monthly payroll requests.

• Oversee training and personal development plans for staff and volunteers, as appropriate.

• Working with the Chair of Trustees to implement the charity’s strategic plan and structural development objectives.

• Develop and implement ongoing plans and actions to ensure operationally-appropriate and safe office, warehouse, and working spaces.

• Lead on development, modelling, and maintenance of service delivery standards, quality control, and ensuring frontline teams have the appropriate resources, support, and frameworks to deliver high quality and consistent support offers.

Foodbank Management:

• Support the Operations and Project Lead to deliver the smooth running of food bank sessions across multiple centres, ensuring an excellent standard of service across all centres, and seeking to continually develop our service in line with our goals to support the largest number of people with the best support we can while working to reduce and end the need for food banks in Manchester.

• Develop and build a new Delivery Strategy with the Chair of Trustees and Operations and Project Lead.

• Support the Operations and Project Lead and Warehouse and Logistics Coordinator to safely store and maintain optimal stock levels, maximise food donation levels and reduce food spend, develop and maintain relationships with community donors, and record incoming and outgoing stock, with the aim of ensuring that all centres are well stocked to provide as many varied, balanced, and nutritious and culturally-appropriate food parcels as necessary.

• Ensure compliance with the procedures set out in Manchester Central Foodbank’s policies, the Trussell Trust’s Operating Manual, and relevant statutory requirements at all times.

• Ensure our food bank centres provide a safe and dignified environment for clients, free from discrimination, judgement, and stigma.

Strategy and External Relationships:

• Working with the Chair of Trustees on development, monitoring, and implementation of the core charity strategy and sub-strategies. Ensuring the involvement and participation of the food bank’s staff, volunteers, external partners, and service users in all strategic planning and decision making, where appropriate.

• Support the Operations and Project Lead to work build strong relationships with referral partners and wider community and statutory networks of collaborators and support to ensure that our service users are able to access the maximum amount of support before, during, and after accessing our service to minimise the length and severity of financial crisis, maximise their incomes, and provide pathways to ongoing and longer-term support.

• Play an active role in strategic and convening spaces around our city and neighbourhoods to present the foodbank’s approach, bring more partners into our network, and influence policy and funding frameworks.

• Develop and manage a Corporate Relationships and Social Value strategy, including communications, networking, and relationship management.

• Lead on directing the charity’s external communications, including social media, in person, newsletters, company visits, and other content.

• Manage internal communications, including developing and delivering two-way team briefings with the board and staff/volunteers, biannual town halls or away days with board members and staff/volunteers, newsletters, and an open and collaborative, person-focused, and developmental culture within the organisation.

About you

Essential Experience and Knowledge:

• 5 years’ experience of leading a similar profiled charity or organisation and successful Board interaction.

• Experience of leading successful transformation and change for a charity and a strong developmental mindset and focus.

• Have led a team of 5 or more staff members to successful performance, demonstrating experience of coaching and individual development skills.

• Experience in developing and leading successful and engaged volunteering programmes and support.

• Full valid driving licence. 

• Proven experience of leading the development and delivery of strategy and sub-strategies to successful conclusion and fashioning evidenced business cases for current and new development projects.

• Leading multiple complex projects or services, balancing the needs and interests of a range of stakeholders.

• Experience of implementing rigorous reporting and evaluation practices on operations.

• Experience of managing day-to-day financial administration and reporting.

• Evidence of delivering clear metric dashboards and reports.

• Experience of high-quality implementation of Health and Safety and Safeguarding policies and a leadership practice that centres care for staff, volunteers, and service users. Safeguarding lead qualification is desirable but will provide training if not.

• Demonstrable knowledge and experience in HR processes and management.

• Experience in building and delivering strategic plans.

• Proven experience of effective problem solving and responding to crisis situations.

• A good working knowledge of the social welfare and political landscape in Manchester – or demonstrable experience in similar expertise and networking and an openness to learn and develop sector-specific knowledge.

• A nuanced and sensitive understanding of the complex reasons people attend food banks.

Desirable Experience and Knowledge:

• Partnering with and building relationships with Council, NHS, and other statutory partners and funders, corporate and social value partners and funders, high net worth donors, and fundraising through grant applications and individual/community donors.

• Experience of working collaboratively with stakeholders from a variety of backgrounds, cultures, faiths, and views. 

• Experience of handling safeguarding incidents, follow-ups, and debriefs with staff, volunteers, and service users.

• Demonstrated success in delivering communications strategies for internal and external stakeholders, including social media and press content and campaigns.

Personal Skills and Attributes:

• An individual who embodies the values of Manchester Central Foodbank in their core professional practice and personal approach to their work.

• An empathetic and care-centred approach and the ability to centre the experience and outcomes of people from marginalised or socially-excluded backgrounds in core decision-making and prioritisation.

• A leader who takes ownership, accountability, and responsibility to drive an organisation and team forward with a developmental mindset.

• A highly self-motivated and proactive person who centres collaboration and consensus with the staff team, volunteers and Board of Trustees in their approach.

• Able to develop strategy and plans and translate strategy to actionable delivery and developmental projects.

• A high level of literacy and communication.

• A high level of numeracy and ability to analyse data.

• Strong leadership attributes to build engagement and performance with the team.

• Excellent interpersonal skills and the ability to motivate, persuade, and coach staff and volunteers.

• Excellent personal organisation skills and the ability to manage multiple conflicting priorities and deadlines.

The COO will translate BLiM's mission and strategy and ensure its well-run, properly resourced, with its ambitious day-to-day delivery. You will free the CEO to focus on strategic leadership and external influence by owning operations, people management, financial oversight and internal systems.

The COO will be a senior leader who shapes organisational culture, makes operational decisions, manages complex stakeholder relationships and drives the performance of a passionate, high-commitment team. You will be the person the organisation looks to when it needs clarity, stability and momentum.

The COO joins at a moment of leadership transition following the departure of BLiM's co-founder and Director of Operations.

Why Join Us:

Black Lives in Music (BLiM) is a not-for-profit dedicated to advancing racial equity across the UK music industry. We amplify the voices of Black artists, music professionals and communities; drive systemic change; and hold the industry accountable for meaningful progress. Through research, advocacy, programming and strategic partnerships, BLiM creates the conditions for Black talent to thrive.

BLiM has published ground-breaking research including the Being Black in the UK Music Industry report, produced the UK's first Black classical music festival in Classically Black, influenced government policy on live music licensing, and built a network of over 100 partner organisations across the four nations. BLiM is now entering a new phase of its development, with a strengthened leadership team, a Target Operating Model designed to carry the organisation beyond its founding era, and an ambition to become the UK's most influential voice for racial equity in music.

Person Specification 

Essential

• Significant experience in a senior operational leadership role, ideally as a COO, Head of Operations or Director of Operations in a charity, social enterprise or purpose-driven organisation.

• Demonstrable track record of building and improving operational infrastructure: systems, processes, policies and ways of working that make organisations more effective and resilient.

• Proven people management experience, including line management of senior staff, performance development, recruitment and team culture-building.

• Strong financial literacy, including experience of budget management, grant compliance, financial reporting and working with a board finance function.

• Experience of leading or supporting governance processes, including board reporting, risk management and compliance.

• Excellent written and verbal communication skills, including the ability to translate complex operational information into clear, accessible reports and presentations for senior stakeholders.

• A genuine, demonstrable commitment to racial equity and an understanding of the specific systemic barriers faced by Black professionals, artists and communities.

• The emotional intelligence and interpersonal skill to lead with care, build trust quickly and navigate complex relationships under pressure.

• The resilience and adaptability to thrive in a small, fast-paced, mission-driven organisation where the work is varied, the stakes are high and no day is the same.

Desirable

• Experience of working in or with the music industry, creative industries or arts and culture sector.

• Familiarity with Arts Council England funding frameworks, charity law and the regulatory environment for non-profit organisations.

• Experience of implementing or managing a CRM system, project management platform or other operational technology.

• Knowledge of equality, diversity and inclusion (EDI) frameworks and how to embed inclusive practice into operational systems and culture.

• Experience of leading an organisation through a period of significant change, transition or growth.

• An existing network within the UK music sector, creative industries or racial equity and social justice space.

At BLiM, we're interviewing on a rolling basis, so we'd encourage you to apply sooner rather than later!

To be considered for a first interview, please include a Cover Letter with your application. This initial conversation will be relaxed and informal, and we'll take you through the full interview process together so you know exactly what to expect at every stage.

Group FP&A Manager | £500 per day (Umbrella) | Hybrid | London | 6-months +

For a large international organisation, we are recruiting an Interim Group FP&A Manager who will coordinate and produce consolidated financial plans, budgets, and forecasts. The Group FP&A Manager will contribute to planning activity and data across Finance, working closely with Regional Finance Directors to ensure consistency of all planning and forecasting. This role will report to the Director of Group Planning and Reporting and will lead, manage, and motivate a Financial Planning Analyst. This role is for a minimum of 6-months and could be extended.

Main Duties:

• Provide a financial planning, forecasting and management reporting service in the UK, Regions, and international business units across Group level.
• Deliver monthly MI reports
• Coordination and delivery of annual budget, quarterly forecasts and monthly re-forecasts
• Support multi-year planning
• Tracking and forecasting of financial KPIs
• Support the Director of Group Planning and Reporting in preparing reports for Exec on reporting and planning deliverables
• Lead continuous improvement of processes across monthly close, financial commentary and analysis and cash-flow forecasting
• Ensure the MI and forecasts are fit-for-purpose during a period of transformation and change
• Play a key role in the implementation of a new planning and reporting tool as part of a global finance transformation programme
• Set planning and forecasting timetables for the organisation
• Work closely with the Head of Strategic Planning and coordinate with the UK and Regional finance teams to ensure alignment of all financial planning activity
• Support strategy in the collation and consolidation of 5-year planning
• Development and rollout of multi-year planning workbooks and processes
• Work closely with Shared Service Centre in India, supporting the FP&A team in-country
• Lead, manage and motivate one Financial Planning Analyst

Person Specification:

• Qualified Accountant with proven Group-level FP&A experience including MI reporting
• Experience managing the annual planning and reporting calendar
• Ability to build budgets, forecasts, and annual plans at Group level
• Annual planning and reporting at Group-level
• International and multi-cultural company experience
• SAP experience, financial modelling, and advanced Excel
• Shared Services experience

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Data and Systems Officer 

Role Details & Staff Benefits 

Salary: £30,385 gross per annum 

Duration: Permanent 

Hours: Full-time 

Location:Hybrid – NASP have an office space at London's Southbank Centre which can be used by staff at any time. The role will be expected to work up to 2 days per week in the office with the remainder at home, depending on agreed hours. There may also be additional travel required for staff days, site visits and other events. 
 

NASP offer a range of core benefits for staff including:   

• 30 days paid annual leave per annum, plus Bank Holidays   

• An additional day of paid leave per year on your birthday  

• Opportunities for Volunteering & CPD days each year  

• Opportunity to request flexible working arrangements, including compressed hours  

• Contribution to annual eye test, eyeglass purchase, and flu vaccination  

• Access to discounts across the Southbank Centre site; including free/discounted reciprocal access to participating galleries & museums in London & the UK 
   

Applications are welcomed from applicants who wish to apply for a position based on a flexible working arrangement. Should a candidate be successful after the interview stage, any reasonable requests will be reviewed and be sought to be accommodated within the needs of the role. All appointments are subject to proof of right to work in the UK, references and a 3-month probationary period. 

About NASP 

The National Academy for Social Prescribing (NASP) is a registered charity and company limited by guarantee. Our goals are to promote social prescribing and to bring about a social revolution in wellbeing, as set out in the NASP Strategic Plan.

To learn more about our organisation, partners, and social prescribing, please visit our website.

Our working culture values flexibility, wellbeing, and collaboration. We are committed to creating an inclusive workplace and supporting our staff to work in ways that suit both their roles and personal circumstances, fostering an environment where everyone can thrive and contribute to the success of the organisation. 

Inclusion at NASP 

We particularly welcome applicants from global majority and LGBTQIA+ communities, those with lived experience relevant to social prescribing, and those who identify as disabled and/or neurodiverse.

As a Disability Confident Employer we guarantee an interview to candidates who identify as disabled and opt into the ‘Guaranteed Interview Scheme’ on our application portal, provided they meet the minimum essential criteria for the role. 

We are committed to creating a fair, accessible and supportive recruitment process, and to removing barriers wherever possible. We will consider reasonable adjustments at every stage of the recruitment process to support individual needs. Adjustments will depend on your specific circumstances and request, but may include: 

• Flexibility with interview times and formats and locations 

• Providing application materials in alternative formats

• Accepting applications in alternative formats including video or audio 

If you require adjustments, an alternative method of application, or would like to discuss your needs, please contact us and we will be happy to support you. 

How To Apply 

To apply for this role, please follow the link to our application portal. You will be required to upload your CV and covering letter only, outlining how you meet the requirements of the role and person specification. Please note that any additional files (such as reports) will not be considered during shortlisting.

To support us with monitoring our Equal Opportunities Monitoring, we ask also all candidates to complete our Equal Opportunities form. Your responses will not be shared with the panel or used to make any recruitment decision.

The deadline to apply is 9am on Monday the 13th of July. 

First stage interviews will be held on Wednesday the 29th & Thursday the 30th of July 2026. You will be able to indicate on our application portal whether you will be available or unavailable during this period. 

For more information on the role, please email any questions to us via the email on the job description document. We look forward to hearing from you about the role of Data and Systems Officer. 

Job Description & Person Specification 

Purpose of This Role: 

This key support role will work with colleagues across the organisation to ensure NASP’s data and key systems, including our CRM (Microsoft Dynamics 365), dashboards and databases, are effective, accurate, and useful. This includes improving data capture, enabling consistent reporting, and ensuring that quality data can be used to support organisational priorities.

The role will support colleagues to use systems confidently and understand data requirements, providing analytic solutions that meet the needs of the organisation, and identifying where practices and systems can be improved.

The role will sit within the wider Operations team who oversee the core business and operational functions of NASP, including Finance, HR, Governance, Project Support, Administration, and Logistics. As a member of this team, the role will provide general administrative support to NASP programmes, liaising with our CRM support provider (Chorus) and IT provider (Logicata) to act as an essential bridge between internal colleagues and these external technical experts.

As NASP continues to develop its membership and training offers, the Data and Systems Officer will support the growth of this work, ensuring that systems and data flows are aligned, and leading on the technical management of data within these systems. The role will also support teams with reporting and evaluation, making effective use of NASP’s data. 

This is an ideal opportunity for a proactive and highly organised individual with excellent data management, administrative, and technical skills (particularly working with CRMs) to support across the range of NASP’s programmes and projects, as well as development of new systems and processes. 

Person Specification: 

Essential 

• Knowledge of the VCFSE sector and/or Social Prescribing 

• Good working knowledge of CRM systems, preferably Microsoft Dynamics 365 (including technical skills) 

• Experience of administrating/managing membership systems or other databases 

• Knowledge of GDPR and other Data compliance requirements 

• High-level numeracy, logical reasoning, accuracy and attention to detail 

 Desirable   

• Comfortable working with large, complex data sets and identifying trends and data quality issues 

• Strong Microsoft Excel skills, and experience with data visualisation tools 

• Experience in the charity, health, or public sector 

• Ability to work within a busy environment and effectively prioritising and managing own workload 

• Ability to manage working relationships with external partners & providers 

• Experience in training & upskilling colleagues (particularly in data management, systems & processes) 

• Affinity with NASP’s Values as defined in the NASP Strategic Plan 

Responsibilities: 

CRM and Systems Management  

• Ensure colleagues across the organisation are effectively using the CRM (Microsoft Dynamics); as well as other key data systems, supporting with staff training and guidance, providing advice and support where needed to ensure the team feels positive and confident using them in their day-to-day work.

• Undertake regular reviews & audits of data stored on the CRM to amend errors (e.g. duplicate records), and identify gaps or areas of concern, ensuring a smooth user experience. 

• Work closely with our CRM support provider (Chorus) to manage any support requests and technical errors, undertaking any updates, fixes and developments to the system where required. 

• Proactively identify any CRM and wider system processes that can be improved or developed, working with NASP colleagues to ensure the CRM is being effectively integrated into their work. 

• Working with the Strategic Project Manager, undertake regular contract reviews with our CRM provider to ensure value for money and quality of service.

Data Management 
 

• Oversee NASP’s Data inbox, responding to enquiries and escalating concerns or risks. 

• Working with Director of Operations to proactively support NASP to meet data compliance; to identify any data risks and to mitigate these, including gaps in data capture or poor system use. 

• Present data through reports and produce insights to support NASP’s evidence, evaluation and reporting needs (e.g. for grant funders, programme evaluation or trustee board reports). 

• Work with NASP colleagues to improve how data is used in their work, building good data habits across the organisation. 

• Identify and address common issues in how documents and information are managed across the organisation, ensuring standards are maintained consistently across NASP.

 Systems Integration  

• Work with colleagues to support the ongoing development of NASP’s Membership & Training offers, by ensuring the data and systems that support this work are effective. 

• Support colleagues with effective data use to track the engagement, activity and growth of key networks and communities. 

• Provide administrative support to establish and develop any new systems, working with colleagues and external providers as needed, ensuring that data flows between existing systems are aligned. 

• Work closely with the Communications team to ensure the NASP website supports the capture and flow of data effectively. 

• Liaise with our IT provider (Logicata) for anything relating to the Microsoft suite, including technical support.

General 

• Take a proactive approach to support and lead administrative reviews / efficiencies across the organisation, ensuring consistency of approach. 

• Work with teams across the organisation to help ensure we are delivering business objectives. 

• Support the Communications team and other colleagues in managing NASP shared mailboxes, including deputising for colleagues where necessary. 

• Support the Operations team in the ongoing maintenance of business, finance and project management processes & systems. 

Reporting To: Strategic Projects Manager (International, Arts & Grants)