Part-Time Finance Manager Jobs
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations which open new channels of funding to support the most impactful environmental grassroots projects. Our network comprises 20 members, based all over the world, and is growing steadily.
As the demand for our model increases around the world, our income and expenditure are growing in volume and complexity. We are looking for a Finance Officer to support our financial operations through this expansion: recording financial transactions, monitoring internal controls and coordinating with our local foundations about financial management. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.
Key Responsibilities:
Carry out day-to-day financial transactions
· Process invoices to support fundraising efforts of local foundations in the network.
· Review vendors invoices as per internal controls and update them to the purchasing ledger for authorisation.
· Conduct on-going reconciliation of bank accounts and donor due diligence.
· Reconciliation of merchant accounts (Just Giving, Donorbox or Paypal) and prompt communication to local foundations and fundraising team.
· Setting up systems to process event, auction or other ad-hoc fundraising campaigns.
· Preparation of Gift Aid reporting on quarterly basis.
· Weekly payments administration using online banking.
· Maintain accurate records of financial transactions on Xero.
· Maintain monthly records of bank payments approval for audit purposes.
Coordinate income recognition with fundraising team members
· Notify local foundations about donations received and log required documentation.
· Provide formal receipts on received donations as requested.
· Reconcile Stripe transactions on Salesforce to maintain accurate donor records.
· Support with income reconciliation between Salesforce and Xero.
Support Finance Director on maintaining accurate financial information and developing ongoing internal controls
· Support creation of management accounts materials for trustees meeting.
· Support quarterly reconciliation of funds with our affiliated network member to communicate re-grants of donations
· Feed into the design of a financial manual – a how to guide for best practice in charity finance and governance oversight.
· Support annual external audit.
Supporting CC to deliver network benefits to local foundations
· Support members of the network with any financial queries.
· Communicate with a variety of internal and external stakeholders (Executive Directors, support team, donors) on financial queries.
· Invoice affiliates on cost recovery of services
Essential criteria:
· A recognized accounting qualification or studying towards the qualification, (CIMA, ACCA)
· Knowledge of bookkeeping and generally accepted accounting principles
· An ability to work quickly and accurately
· A proven track record of teamwork with non-technical colleagues
· Stellar communication skills, verbal and written
· A keen eye for detail
· An ability to work to deadlines
· Able to manage confidential information
· Demonstrable ability to work independently
· Energetic approach to work and a desire to learn
· Passionate about nature and the environment
Strongly desirable criteria:
· Fluent in Xero and Salesforce database
· Awareness of GDPR regulations
· Understanding of Gift Aid and its requirements
· Comfortable with using MS Office suite, Stripe, Just Giving, Paypal.
· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding)
· Experience of working in the charity sector and/or fast paced, entrepreneurial company, that is constantly growing and adapting.
· Able to speak Spanish, Greek or Italian would be a bonus.
Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work
· Flexible working as standard (hours and location)
· Flexible holiday allowance
· Private medical insurance
· Discretionary annual bonus
· Salary sacrifice pension scheme
· CPD opportunities
· Possible travel in the UK and internationally
· Saving the world!
The client requests no contact from agencies or media sales.
The Trust is delighted to be recruiting for a HR Manager to join our passionate enthusiastic Team. Reporting to the Director of Finance and Operations the post holder will be responsible for all HR related matters and ensure that Managers can develop to their full potential by upskilling, coaching and providing advice.
The HR Manager is a newly created position reflecting the growth in Trust activities over recent years and the need for a dedicated resource to ensure Trust needs are met as we continue to grow and evolve. This is a great opportunity to be involved in shaping and embedding HR Strategies across all Teams of the Trust.
The successful candidate will be qualified to CIPD level 5 and have proven experience in HR policy and practice. Charity experience would be advantageous however this is not essential.
As an employee of Wiltshire Wildlife Trust you will have access to a huge range of benefits and support, including but not limited to:
· Employer pension contribution up to 7.5%
· Group risk insurance – death in service and income protection
· 27 days annual leave increasing to 30 days in your fifth year of service plus public holidays (pro-rata)
· Staff discount at Dragonfly Cafe
· Free tea and coffee
· Head office in town centre with parking
· Cycle to Work Scheme
· Training and development opportunities
· Confidential Employee Assistance Programme (available 24/7, 365 days a year)
· Two staff wellbeing days per annum
Closing Date: 9am on Monday 15th April 2024 with interviews held on Friday 19th April 2024
(Please note we are only able to accept applications via our application form and when completing the form please ensure you use the ‘supporting statement’ section to evidence how you believe you meet the essential and desirable criteria detailed in the Job Description. This information will be used in our short-listing process).
The client requests no contact from agencies or media sales.
CHEM Trust is looking for an experienced Finance and Resources Officer to join our small but dynamic and influential team.
Are you a skilled finance personnel with experience of working independently or with minimal supervision?
Do you have excellent interpersonal and organisational skills and enjoy working in a collaborative environment?
Do you have a good understanding of charity governance?
Do you have the motivation and determination to turn strategic goals into actionable tasks?
Are you comfortable using technology?
Are you self-directed and also a great team player?
If so, we’d love to hear from you!
CHEM Trust’s overarching aim is to prevent human-made chemicals from causing long term damage to wildlife or humans.
The client requests no contact from agencies or media sales.
Organisation Summary
Earthed (part of Initiative Earth Charity) is an exciting start-up charity with a dynamic mission to promote ecosystem restoration and agroecology. Earthed enables access to skill-based courses led by teachers from around the world as well as access to engaged networks and the grants you need to start restoring your local ecosystems or growing your own food. It’s here for anyone, anywhere, who wants to restore the air we breathe, the water we drink, the land we farm and the food we eat.
As a growing organization, Earthed is at a pivotal moment, providing an excellent opportunity for a Finance & Operations Manager to contribute to meaningful environmental change and organisational development.
Role Summary
- Lead the financial management, including accounting, budgeting, reporting, and strategic planning.
- Oversee HR, administration, legal, and compliance, ensuring smooth operations.
- Work closely with senior leadership to align financial and operational strategies.
- Manage financial controls, procedures, and systems.
- Collaborate with various departments for effective budgeting and operational management.
Role Requirements
- Demonstrated accounting expertise in a growth environment.
- Proven financial management and accounting experience including budgeting, statutory reporting, and management accounts.
- Familiarity with the financial processes of a member-based organization.
- Understanding of charity compliance and a background in charitable organizations.
- Experience with CRMs and strong IT skills.
- Excellent communication skills and ability to manage multiple projects.
- A passion for ecosystem restoration and commitment to equity, diversity, and inclusion.
- Desirable: Qualified accountant, policy development, alternative finance, and contract management experience.
The client requests no contact from agencies or media sales.
I am excited to be working with a fantastic conservation charity in search of a Finance Assistant for around two months. This is a part-time (2 days a week), London based role for two months. As Finance Assistant your role will be to assist the team with processing grants payments, invoicing and reconciliations.
Main duties:
• Processing grant payments via online banking in line with authorisation limits.
• Inputting and updating all incoming and outgoing transactions on QuickBooks.
• Saving payment confirmations on the server and on Quickbooks.
• Electronic filing of accounts and finance invoices, receipts, credits.
• Weekly and monthly bank reconciliations.
• Administrative support for audit.
• Administration of company credit cards.
• Ad hoc administration duties to support charity and CEO.
Experience Required
• MS Excel, Outlook and QuickBooks.
If you have the above skills and experience and are immediately available, please apply online today, I would love to have a conversation with you!
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
This new role will lead on Platform’s People and Process functions as we progress through the next stage of our exciting restructure process.
We are a flat-structured organisation that makes decisions collectively. We are currently developing and designing a new organisational structure based on sociocracy where staff are supported to work more collectively and strategically across our seven programs.
The focus of this role will be on transforming and strengthening our HR systems and processes to centre compassion, care and liberation. As well as delivering the day-to-day HR functions within our small organisation, this role will lead on the long-term design and implementation of a People Strategy and a Learning and Development Strategy, supporting our staff to develop their own roles while growing as a team within our new structure. Key priorities for this work will be:
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Leading a review of recruitment practices, with a particular focus on equity and anti-oppression
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Leading a review of our line management practices and processes
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Supporting the review of our Socially Just Waging System policy
This role will sit within our new ‘Resourcing Circle’ - working with the Finance and Fundraising staff and liaising with our Board of Trustees.
We are looking for someone passionate about radical HR practices, who is excited to help us develop a structure that empowers and adequately resources our team to deliver their work.
Details:
Hours: 4 days: 32 hours per week based on a 40 hour week, flexible hours possible.
Contract: Permanent, subject to 6 months probation.
Salary: Baseline salary as of March 2024 is £42,248 pro rata (£33,791 at 4 days a week) and is subject to Platform’s Socially Just Waging System.
Location: Oxford House, Derbyshire Street, London, E2 6HG, but remote working is possible. Most Platform staff are supported to work from home most of the time, but all permanent members of staff are expected to attend in-person monthly meetings, and other in-person meetings when required.
Responsible to: Management Group, Trustees (in conjunction with the Treasurer)
Duties and responsibilities:
People work
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Working within the Resourcing circle to manage all aspects of our People work
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Leading the development of a People Strategy, Wellbeing Strategy and Learning and Development Strategy
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Managing recruitment, selection and contracting
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Managing all employee on and off boarding procedures ensuring the company meets its statutory obligations and delivers an effective probationary process
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In collaboration with line managers, developing and managing performance appraisals, probationary reviews and annual reviews
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Providing necessary HR administration and remaining up to date on employment legislation (training provided) ensuring that any changes are communicated in a clear and timely manner
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Developing and managing our organisational policies and procedures in line with Platform’s values
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Support the Fundraising and Finance Manager in a collaborative review and redesign process of our Socially Just Waging System
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Leading a collaborative review of our line management process and overseeing its implementation
Culture and wellbeing
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Coordinating the anti-oppression working group, and bottom-lining the development, delivery and monitoring of the anti-oppression strategy
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Managing individual and team development and training
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Supporting and maintaining a culture of care, compassion and liberation in Platform where team members can thrive and achieve personal development
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Maintaining safe working environments for staff and volunteers in line with our policies and procedures
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Providing an additional point for pastoral care for staff
Operational support and office management
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Provide general operational coordination to the staff team on a day to day basis.
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Manage the office, ensuring everyone has the supplies and equipment they need, the post is well managed, and the office is well organised and safe
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Liaise with our IT consultants to manage assets and IT needs/processes
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Lead and manage our organisational systems and processes
Board of Directors
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Prepare reports for the board meetings and subgroup meetings, providing advice and recommendations where necessary.
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Attend board meetings and subgroup meetings (involves a few hours of work in the evening, outside normal working hours, which you’ll be able to claim back).
Collective organisational management
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Pro-actively participate in sociocratic, consensus decision making in our team meetings, contributing to the general strategic development of Platform.
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Participate in line management processes, including line management of colleagues after probationary period
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Active participation and collaboration in Platform’s restructure process, including development of roles, circles and teams
Any other reasonable requests made by the Platform staff team, Management Group and/or Trustees.
Person Specification:
Outlined below is our understanding of the skills, experience and knowledge that would be beneficial in the role of People and Process Manager. We define this as skills, knowledge and experiences, whether in paid work, volunteering or through your lived experience.
We welcome people to apply even if they do not meet all of the criteria: we are very aware that people, in particular those who are racialised and/or otherwise minoritised may not have had formal opportunities to demonstrate their skills and competence.
Please do get in touch if you have any questions or want more information about the role.
Essential
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Commitment to Platform’s vision, values and principles, in particular a strong commitment to anti-oppression, wellbeing, compassion and care as it relates to HR practices
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Experience (2 years or more) in People (Human Resources) Management
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Experience of designing and implementing HR policies and processes that actively counteract disableism, classism and racism
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Knowledge and interest in progressive HR policies and procedures, for example alternative ‘just’ waging systems
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Experience of leading conflict resolution processes in organisations
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Strong organisational skills and self-starting initiative
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Experience of collaborative team working as well as autonomous, independent working including clear communications and ability to prioritise and adapt
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Experience of collectively running a group, and/or working and/or organising within a collective management structure and/or a flat or non-hierarchical structure
Desirable
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Knowledge of employment law
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Experience in managing and improving office systems and processes
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Experience of developing HR strategy with a focus on staff wellbeing, learning and development
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Experience of reporting to Board of Trustees on HR risks and opportunities
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Experience or training in counselling and/or mediation and/or group work/facilitation.
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Experience in organisational strategy development.
Platform works towards a just future beyond fossil fuels.
We are looking for someone who shares our values and is passionate about improving life for both people and nature in Sussex, especially in disadvantaged communities.
Working closely with a committed and extensive team of volunteers and paid staff, and with the support of an established and engaged board of Trustees, you will be steering the work on our vision and leading the team to deliver it.
As the leader of a relatively small charity, you will be engaged with many operational aspects of the organisation.
Taking on the stewardship of the new plot of land will be one of the priorities in the first year.
You will be managing our annual income of around £200K, our part-time managers (admin; orchard planting, scrumping, courses and sites) plus a team of 25 workers and key volunteers engaged in ongoing roles.
Hours can be worked flexibly, though you will need to attend in-person meetings, events and site visits, including some weekends and evenings. We have a kitchen and barn at Stanmer Park, but not an office. All desk work and online meetings will need to be done remotely using your own equipment.
Key responsibilities:
· Figurehead and ambassador for the organisation. Willing to be available for interviews and talks.
· Decision maker. Brighton Permaculture Trust has always been a collaborative organisation. There will be times when quick or difficult decisions are needed.
· Setting budgets and monitoring finances. Draft budgets for our financial year July 2024 to June 2025 are in place.
· Writing/assisting with funding bids.
· Formal reporting to the Trustees quarterly, plus monthly opportunities to meet with the Trustees for support, collaboration and feedback.
· Leading monthly meetings with the operational managers. Operational managers cover each key area: Scrumped in Sussex, Community Orchards, Brighton Permaculture Trust Sites, Courses & Events and Admin/Compliance.
· One-to-one meetings with operational managers, key contractors and volunteers as required. These can be online or on-site.
· Supporting the wider team to agree on SMART targets for each project and deliver on our strategic goals.
· Attending Brighton Permaculture Trust Apple Days events (3 per year).
· Being the main point of contact for key relationships, including major donors, funders, partner organisations and Brighton & Hove City Council.
· Presenting our year’s achievements to the members at our AGM.
· Line management of 3-5 operational managers as these roles move to long-term contracts
· Representing the Trust at assorted, infrequent external meetings and events would be desirable and require some flexibility in days/times worked.
Inspiring, connecting, learning: for people and planet to flourish
The client requests no contact from agencies or media sales.
Resource Futures’ roots are in community impact and our community projects inspire individuals and communities to act on climate issues. The projects we deliver are many and varied, and all enable people to play their part in reducing waste and living more circular lives. In addition to strong outcomes related to sustainability, these projects build local connections and improve community resilience.
This is a new role, and you will be joining the team at an exciting point in its development, as we consider how we evolve the work. You will work closely with our Community Impact Lead to support both the delivery and the development of our community work. The Community Impact work at Resource Futures is an important part of our business; it captures a number of long-term projects which are at the heart of our company. These include Community RePaint, Community Action Groups Devon, Community Action Groups Somerset, the Fixy project, the Gloucestershire Real Nappy Project and more.
We are looking to build on our strengths and track record of delivering quality, impactful community projects. We therefore have an exciting opportunity for an experienced individual to join our Community Impact team.
What you will be doing
- Project delivery: Getting involved in project delivery, such as foundational research for project development and delivering workshops.
- Project management: Overseeing the effective delivery of projects, including reporting, and supporting the planning and set up of new projects as they come online.
- Innovation and Development: Supporting us to improve and expand our projects and programmes. You will also assist in identifying new projects or funding opportunities and contribute to the preparation of funding proposals. This may involve exploring options for the governance structure of this area of work.
- Marketing and communications: Promoting our projects, developing our external communications and acting as an ambassador for our community work.
- Monitoring and evaluation: We are on a journey to better capture the impact of specific projects, and the impact that our community work has collectively. You will take an active role in supporting this element of our work.
- Partnership working: Collaboration is key to our approach. You will liaise with existing clients and partners for project delivery, develop new partnerships to further our aims and also take part in key networking and external events.
- Team development: You will work closely with the Community Impact Lead to contribute to the development of the team, during our team meetings and away days. You will be comfortable managing staff, teams and subcontractors to deliver desired outcomes.
- Day-to-day operations: Working closely with the Community Impact Lead, HR and Finance, to support our remote project teams, problem solve issues as they arise, develop our internal systems and processes, maximise efficiencies and drive improvements.
Benefits include:
- Embedded flexi working culture.
- 25 days annual leave, plus bank holidays, each year (pro rata for part time employees).
- One volunteer day each year (pro-rata for part time employees).
- A generous ethical pension plan (the company will match up to 7% of your contribution).
- Life assurance cover.
- Employee Assistance Programme, offering 24/7 GP access, mental health support, wellbeing advice, financial and legal guidance.
- Cycle to work scheme and on-site secure bike parking and showers at our Bristol
We are an equal opportunities employer, welcoming applications from all, and we will always consider flexible working options if appropriate. We are Disability Confident and committed to recruiting, retaining, and developing people from the widest possible pool of talent. We are an accredited Living Wage employer, committed to paying a wage based on the cost of living to all of our people.
Deadline 23:59 on Wednesday 8 May.
Interviews to be held on Thursday 16 and Friday 17 May.
Our vision is to create a sustainable world. We support organisations, people and communities to thrive using material resources sustainably.
The client requests no contact from agencies or media sales.
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.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Ethex and Energise Africa are looking for an Investment Operations Associate who will be responsible for ensuring the smooth day-to-day operation of our award-winning platforms. This role puts you at the heart of our organisation and at the cutting edge of making positive investing mainstream. We are in an exciting and pivotal time in our development, and we are currently recruiting for an ambitious, driven and motivated team member to help support across our Operations and Investment Management functions as we look to scale.
About Ethex and Energise Africa
We enable individuals to invest in impactful businesses they believe in – whether it’s fighting climate change, reducing poverty or building resilient communities. Since 2013 Ethex and Energise Africa have raised over £130 million of investment for over 100 impactful organisations from ~20,000 positive savers and investors.
Job Overview
Reporting to the Senior Operations Manager. The role will embrace a wide remit to support colleagues across our Investment Management, Sales and Operations functions with day-to-day investment administration to enable smooth operation of the company and to enhance our customer service.
Roles & Responsibilities:
· Due Diligence: Conduct full operational due diligence on potential offers to be listed on the platform. This includes KYC, legal entity checks and offer document review.
· Offer management: efficiently and effectively managing the end-to-end process of creating, reviewing, tracking offers. This includes administration of post-close payments and investor updates. Serve as the central point of contact for enquiries from both the issuing clients as well as investors.
· Process improvement: Proactively identify opportunities to streamline and optimize offer lifecycle management processes through automation, standardization, and best practices.
· Standard Operating Procedures: Ensure that process notes are kept up-to-date with any changes or enhancements to offer management processes, and make them accessible to relevant team members for training purposes.
This is an excellent opportunity for someone looking to work for an ethical, diverse and impactful organisation, and to advance our aim of taking Impact Investing mainstream.
Key skills and experience:
- As an ideal candidate, you will have experience in a financial services environment which could be in a customer service, investment management or business operations role (a financial services background is desirable but is not essential for the right candidate)
- Experience of working in the back office of a platform-based service organization would be welcomed but again is not necessarily essential
- Excellent communication skills and a collaborative mindset, a can-do attitude, engaging with multiple parties from inside and outside the company
- The ability to build relationships, influence, manage conflicts if necessary and efficiently navigate situations in order to get things done
- MS Office suite literate
- A passion for operational excellence and customer service excellence.
- A structured and self-disciplined approach to work
- An interest in sustainable development/impact investing or similar
- Preferable but not essential, experience in fast-moving, growing organisations
Our Values
- We want to create a positive impact and make a difference in the world.
- We love helping communities, social entrepreneurs and businesses in innovative ways.
- We aim to provide excellent customer service and treat all our investors fairly.
- We are a friendly, dynamic, professional, and knowledgeable team.
- We are a small team that likes delivering big impact.
We hire great people from a variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values for making a positive impact in the world and making money do good, you will find a home at Ethex.
We believe in a fairer future for all, and we know that by working together we can do much, much more. We believe that everyone has the right to live and work without fear or prejudice regardless of race, age, gender, disability, sexual orientation, social class, religion and belief.
We’d love to hear where your passions and interests lie and which areas of the job specification most appeal to you. Please indicate your salary expectations and whether you are applying for the role on a full time or part time basis. Interviews will be conducted on a rolling basis. This opportunity will close once the role has been filled so please apply early to ensure you don’t miss out.
The client requests no contact from agencies or media sales.
Wild in the City was established in 2013 and was incorporated as an asset locked non- profit Community Interest Company in April 2016 to address the growing problem of disconnection from nature and generational loss of knowledge and skills, and to help make nature a meaningful part of everyday life.
We are a national organisation supporting well-being through relationship with nature. We offer programmes in hiking, woodland living skills, natural history and ecotherapy, using the skills of our ancestors to develop a deeper relationship with the natural world and nurture a sense of belonging to communities past and present.
We are a black led organisation with a focus on health and supporting Black and minority ethnic communities in accessing nature and the countryside, addressing the widely acknowledged lack of representation and lower levels of involvement of people of colour in nature-based activity. We are a leading organisation in research and the facilitation of forums about race and nature.
We have an exciting vision for increasing the participation of people of colour in nature- based activity and highlighting black perspectives about the natural world through our core programmes.
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Nature Guides
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Nature Connectors
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Wild in the City Festival
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Black Nature Narratives
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Research and Consultancy
We’re looking for an exceptional individual to become our new Director of Operations. The right person will balance strong interpersonal and leadership skills and robust operational ability in the areas of finance, administration and fundraising. The role of Director of Operations is central to helping us achieve our ambition of further growing as a Black led institution for learning and caring about nature. We are looking for someone with the experience to help shape our growth and guide implementation of our 5 year plan, and who will grow with us to become our Chief Operating Officer.
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The role is offered for 21 hours per week.
Closing date: 3rd May 2024
Interview: w/c 13th May 2024
Start date: as soon as possible
Full job description with responsibilties and person specification is attached
Location: Flexible – London (Bethnal Green) / Hybrid / Fully Remote
About the role
This role will contribute to the achievement of the “Forest for the Future” and CAR programmes objectives by monitoring project implementation against objectives, providing comprehensive support to the L&L team, and directly supporting partner NGOs involved in the projects.
This is an exciting opportunity to join an organisation working at the forefront of the fight against tropical deforestation, climate change and social injustice.
Person specifications
The ideal candidate will possess knowledge of and/or interest in forest governance and human rights, particularly in Central Africa. They should have experience and/or interest in providing project management support within a charitable organisation or in an international development context, as well as collaborating with local NGOs in developing countries. Additionally, they should have experience and/or interest in managing development project budgets, monitoring expenditure and processing payments.
Basic understanding of Monitoring, Evaluation, and Learning (MEL), project work plans, and logical frameworks is necessary, along with proficiency in producing high-quality financial and narrative reports.
The candidate must demonstrate the capability to manage projects in accordance with the requirements of institutional donors and contribute to strategic project development, including project design and the creation of funding proposals.
Furthermore, the successful applicant must be fluent in both written and spoken English and French.
They should also be willing to undertake travel for up to 16 weeks per year, including visits to remote forest areas.
We encourage all interested candidates to apply, even if they believe they may not fully meet all the requirements. Applicants are encouraged to elaborate on their suitability for the role in their cover letter.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations, which open new funding channels to support the most impactful environmental grassroots projects. Our network comprises 20 members based all over the world and is growing.
We manage and monitor our donor relations, grant giving governance, contacts, and event activities, via a bespoke and customised salesforce system. This was launched in September 2021, and has been developed and configured to meet our growing needs since then. As the demand for our model increases around the world, we need a highly capable systems specialist to support us to ensure our data systems are well managed, users are trained, and we can create accurate reports for our donors and other audiences. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.
Key Responsibilities:
Oversee Salesforce System: maintenance, training, development, and reporting
Maintenance
· Ensure key objects on Salesforce such as accounts, contacts, campaigns and grants are working effectively (ensure process flows work well).
· Maintain reliable records in all objects on Salesforce by eliminating duplicates monthly, processing user deletion requests and updating records for lists with up-to-date information on key stakeholders (e.g. trustees, contractors etc).
· Weekly data back-ups.
· Uploading ad-hoc batch data from Campaigns e.g. Just Giving or historical data into Opportunities.
· Ensure regular data cleaning to enhance the credibility and adoption of the system. Spot trends with issues and feedback into system development or training.
· Oversee data governance log: maintaining log of changes to review with the team, discussing effect on budget and system usage to inform decision making.
Training and support
· Oversee user set ups, create new user profiles, and share best practices according to GDPR practices.
· Oversee smooth onboarding and training process for new members to ensure effective adoption.
· Keep training materials related to key objects updated, host internal webinars to address new feature introductions or common issues to troubleshoot.
· Promptly troubleshoot any user issues and feeding these into training to prevent it happening again.
· Respond to individual questions from users on Slack and share tips and tricks.
Automations and Development
· Manage the integration of Form Assembly, ensuring all connectors work well and troubleshoot and update individual forms when needed.
· Support users with the building of individual Form Assembly forms, updating when needed (ad hoc) and embedding them in their websites.
· Perform developments such as creating new fields, updating picklist values, page layouts, forms, automation configuration, formula fields, and other content. Work with core team to assess where a development is foundation specific, and where it should be applied across all users.
· Act as key point of contact with our external Salesforce consultants on any requests of flow maintenance or improvements and monitoring effective use of credits and budgets.
Reporting
· Build reports and dashboards for each key Object – spot trends and suggest improvements.
o Opportunities - pipeline and income reports for board meetings
o Grants - tracker and applications analysis, extraction of impact data for evaluation purposes
· Provide quarterly diagnoses of user adoption levels across the network.
· Work with exec director to prepare quarterly data for trustee meeting and annual reports.
Manage IT systems with the support of an outsourced consultant
· Act as a key point of contact with our outsourced IT company, overseeing the creation of new users and managing the leavers’ processes.
- Ensure MS365 systems are working effectively for current users, and troubleshoot issues as a first point of contact before liaising with outsourced providers.
· Maintain an up to date ‘how to guide’ for our intranet, ensuring all users know how to use it and find what they need.
· Recommend Cyber Security improvements.
· Procure IT equipment for team with support of external consultant.
· Maintain an up-to-date list of active users, MS 365 licenses and Antivirus license protection.
· Oversee the IT budget by approving expenses on a regular basis.
· To manage website domains – purchasing new ones on request, performing updates or providing access to web designers.
Essential criteria:
· Passionate about nature and the environment
· Understanding of and experience in Salesforce User Management
· Knowledge/skills in improving business processes, overseeing testing; identifying and implementing systems enhancements.
· Experience of being able to communicate well with and support non-technical colleagues.
· Strong communication skills, verbal and written.
· Ability to work methodically.
· Ability to work quickly and accurately.
· A keen eye for detail.
· Demonstrable ability to work independently.
· Energetic approach to work and a desire to learn.
· Experience in not-for-profit sector
Strongly desirable criteria:
· Salesforce Administration Certificate.
· Salesforce Trailhead badges.
· Awareness of GDPR regulations.
· Comfortable with using MS Office suite, Slack and Canva environments.
· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding).
· Experience of working in a fast-paced environment that is constantly growing and adapting.
· Being able to speak Spanish, Greek or Italian would be a bonus.
Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work, as well as:
· Flexible working as standard (hours and location)
· Flexible holiday allowance
· Private medical insurance
· Discretionary annual bonus
· Salary sacrifice pension scheme
· CPD opportunities
· Possible travel in the UK and internationally
· Saving the world!
The client requests no contact from agencies or media sales.