Financial Consultant Jobs in Bristol

A rare and exciting opportunity to support the fundraising, strategic development and impact evaluation of a wide range of Charities in the UK, as part of a friendly and supportive consulting team.

Charity Fundraising Ltd provides a comprehensive range of fundraising, strategic consultancy and evaluation services to Charities and other not-for-profit organisations. Established in 2000, our services range from grant and contract bid writing and review, to developing fundraising strategies, developing M&E frameworks and undertaking project and programme evaluations. We also offer a range of strategic support, mentoring and training. We work with lots of amazing charities, both local and national, small and large, across the UK, covering themes such as: Homelessness; addiction; youth; community; disability; mental health; minoritised groups; medical conditions; heritage; environment and more.

We are seeking an exceptional fundraiser who can offer a strong track record of driving organisational growth in the voluntary sector. Multi-year experience in two or more of the following core service areas is essential:

• Achieving major grant funding from trusts, foundations, lottery distributors, public sector agencies or similar.
• Planning and developing successful fundraising strategies and action plans.
• Undertaking voluntary sector project evaluations / developing M&E frameworks.
• Planning and developing successful contract tender submissions.

The role is varied and interesting - managing a portfolio of clients and supporting them directly or strategically with their fundraising, impact evaluation and organisational development. Our consultants are all employees and we work closely together as a supportive team, sharing and developing skills and knowledge. We anticipate the appointee may not hold experience across all core areas of our services. We will enable the appointee to focus on projects that play to their strengths and experience and provide further support and training as necessary.

Based from home (must be UK resident), with ad hoc client and team meetings/socials (all travel paid), mostly within England. All IT equipment provided. Full-time or part-time (minimum 0.8 FTE - 28 hrs).

Benefits include: 24 days paid annual leave (pro rata), 4% employers pension contribution, potential cash / annual leave bonus, CPD budget and paid CPD time + lots of opportunity to learn from our experienced consultant team.

Please note that applications will only be considered where the screening questions are fully completed.

Here's what some of our team say about working for Charity Fundraising Ltd:

"I don’t think I have ever worked with such a nice bunch of people, everyone has been very welcoming, supportive and just all round lovely" 

"I really enjoy working for CF because I get to work independently with a diverse range of interesting clients, and am also part of a great, supportive team - best of all worlds!"

“Supportive and fun team; and great to learn new ideas from others fundraising skills, knowledge and expertise”

"I love being part of such a passionate, professional team and who prides itself on building close working relationships with each other and with our clients."

We are seeking a highly skilled finance professional to perform this essential senior leadership, strategic financial  and management position in our London headquarters. The approximate annual income for Internews Europe and its subsidiaries, of which the post-holder has oversight, is c. £20m.

The post-holder will report directly to the COO for Internews Europe. The post-holder will be a leader on matters of corporate financial strategy, inter-Alliance financial accounting, budget management, and overall accounting operations.

This is an exciting opportunity to drive systems and process improvements in corporate financial management and planning, whilst also ensuring the smooth running of the financial service centre of the organisation.

The Finance Director is a key member of the Senior Management Team (SMT) in London, in addition to other international management units.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

Key Strategic Deliverables will include the following:

· Lead on strategic financial management of Internews Europe, promoting effective and efficient processes to ensure the financial health and sustainability of the organisation.

· Oversee and deliver on the statutory audit and delivery of the Annual Report and Accounts in line with UK charity requirements.

· Act as the focal point in all financial matters for the Internews Board of Trustees, Finance and Audit subcommittee and the Senior Management Team (SMT)

· Act as the primary Finance Team representative of Internews Europe in the relationship with Alliance partners, modelling and implementing improvements in the recording of financial data and transactions and improving financial reporting to the Programme Management Units.

· Ensure timely production of financial management information to key stakeholders across the organisation to enable informed decision making and alterations to existing plans where required.

· Co-ordination of the annual organisational budget preparation process and ensure effective budget oversight and management by project and department managers

· Promote strong collaboration with colleagues from Grants and Contracts and Development Teams to reforecast and test progress towards annual targets for income and expenditure.

· Ensuring professional and compliant delivery of all Internews Europe financial processes, to drive improvements in processes and ensure all staff understand and adopt such processes

Finance Department operations Specific duties with support from the Finance Team will include the following:

· Management of the Finance Team, providing effective leadership and creating an environment where Finance staff can learn and develop professionally

· Oversight of core accounting processes including cash-flow planning and management, accounts payable and receivable, and analysis of the balance sheet debtors and creditors

· Management of the relationship for resource sharing and associated accounting transactions arising with the other entities in the Alliance network to facilitate combined management/programmatic reporting when required, while ensuring sufficient financial controls to ensure distinct financial reporting and protection of separate legal entity status.

· Oversight of international banking processes (GBP and foreign currency, income and payments) and Treasury management to minimise organisational risk and negative foreign exchange valuations.

· Primary holder of the Banking relationship, including monitoring banking arrangements in international offices

· Co-ordinate the monthly payroll process with HR colleagues and the external payroll bureau

Oversight of subsidiary financial processes

· Currently Internews Europe has two subsidiaries, Internews International (II) based in France and Internews Media Development based in Ireland, currently dormant.

· Oversight of financial processes including relevant controls, policies and procedures

· Oversight of financial reporting in accordance with relevant GAAP and regulatory requirements.

· Monitor local regulatory requirements and ensure compliance with relevant tax and reporting and audit requirements

Key Stakeholder Engagement and Compliance

· Primary advisor to SMT of ramifications of strategic decisions, including financial, tax and other regulatory impacts

· Input to strategic development initiatives regarding appropriate application of donor funding mechanisms and utilization of subsidiaries.

· Ensure compliance with the UK regulatory regime and with the requirements of our principal funders and other supporters

· Lead responsibility for ensuring the maintenance and regular review of all statutory and best practice policies and procedures, staff training and socialization of changes

· Assisting the Programme teams with interpretation of donor compliance requirements, their translation into Internews Europe operational and/or financial procedures, and their effective implementation

Participation in global business operations leadership

· Collaborate with other members of the global senior leadership team for efficient operations and execution of the mission

· Collaboration with Information Technology and Solutions for effective implementation of software and other technology solutions, providing information and expertise and support for appropriate budgeting and expense allocation.

· Collaboration with Enterprise Risk Management and Security team regarding identification and mitigation of financial and other risks, as well as preparing policy and reports in accordance with Charity Commission guidelines

· Collaboration with People and Culture team to ensure appropriate labour regulations, Internews policies, procedures and financial controls are adhered to in the processing of payroll and other benefits; includes oversight and development of payments to employees and consultants working outside of the UK on Internews projects.

· In all duties, uphold Internews’ Core Values and demonstrate commitment to fostering a culture of Belonging, Dignity, and Justice.

SUPERVISORY RESPONSIBILITIES

The Role carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities including training employees; managing, assigning, and directing work; appraising performance; addressing complaints and resolving problems.

*Direct Reports: Deputy Finance Director and Finance Business Partner Lead

 QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:

The criteria below are the minimum necessary for effective performance in the post. The applicant must demonstrate how they meet each of them through the application form and, when necessary, through job-specific tasks and at interview.

· Experience of managing financial and management accounts processes, including annual accounts for UK charitable entities, audits and external reporting

· Experience in a management capacity within an organisation of at least similar size and complexity to Internews Europe

· Experience of liaising with and advising non-financial managers and

· Experience of line management and leadership

· Experience of being key Board contact and engagement point

· Experience of managing external professional and service provider relationships

· Experience of major multi-lateral and bi-lateral donor requirements

· Experience of managing the external reporting and/or compliance functions of a comparable size of organisation

· Experience of working in, or dealing with, developing countries and fragile states

· Good understanding of charity finance regulations and systems

· Professional qualification in finance or accounting

· Knowledge of UK SORP

· High degree of proficiency in Excel

· Knowledge of ERP (or equivalent), particularly reporting tools usage and functionality

Person skills / aptitudes

· A willingness and ability to adopt a hands-on approach to your work

· A contemporary, supportive and transparent approach to management and leadership

· Be comfortable working in a collaborative, highly diverse and mutually accountable environment

· Strong communication, liaison and interpersonal skills to work effectively with people at all levels, and represent the organisation

· Strong analytical, problem solving and creative thinking skills

VACANCY TIMEFRAME:

Deadline for applications: 05 February 2025

PHYSICAL DEMANDS and WORK ENVIRONMENT:

The physical demands and work environment described here are representative of those that must be met or may be encountered by an employee performing the essential functions of this job. Reasonable adjustments may be made to enable individuals with disabilities to perform the essential functions.

Expected business hours are generally Monday through Friday from 09:00am to 5:30pm. We operate a hybrid working model with attendance in the London office nominally one day per week on average.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of their position. As the nature of business demands change so, too, may the essential functions of this position.

Introduction and background

The Maternal Mental Health Alliance (MMHA) was founded in 2011 by people with lived experience, healthcare professionals, and organisations who understood the impact of perinatal mental problems and shared a commitment to improving the lives of women and their families.

Today, the MMHA is a UK-wide charity and network of over 130 member organisations. We work with parents, families, clinicians, and academics to ensure all women, birthing people, babies, and families have access to high-quality, compassionate mental health care. We bring the perinatal mental health community together and make change happen by combining the power of real-life experience with clinical and professional expertise.

We actively contribute to significantly improving mental health outcomes for people who experience discrimination, trauma and deprivation during the perinatal period and tackle systemic inequity and injustice.

We are now seeking a Chief Executive to take over from our interim CEO and lead the MMHA in the next stage of our development.

We have recently been awarded a 5-year grant by the National Lottery Community Fund to tackle maternal mental health inequities through community action. This project, due to start in Spring 2025, will develop, test and replicate a model of community-based decision making, support and service provision that is led by women with lived experience. This project aims to achieve system change locally and nationally to improve the mental health of marginalised women and is the next phase of the MMHA’s programme to tackle maternal mental health inequities across the UK. This will be our biggest piece of work over the next five years and will dovetail with other activities aimed at achieving our mission, where funding allows.

For further information about the MMHA please visit our website.

Main responsibilities

Leadership and strategy

• To provide clear strategic and inspirational leadership to the MMHA To drive the MMHA forward into the next stage of its development
• To ensure MMHA tackles maternal mental health inequities across the UK
• To be responsible for the management and administration of the charity within the strategic and accountability frameworks laid down by the Board of Trustees
• To work with Chair and Trustees in shaping the MMHA’s strategic mission, policies, aims and objectives
• To ensure long term sustainability of the MMHA through effective governance, sound finance and implementation of operational plans.

People

• To take overall responsibility for all permanent and temporary staff, and other members of the MMHA team, including contractors, champions and ambassadors
• To promote diversity and equality of opportunity for all staff in accordance with the MMHA EDI policy and strategy and foster a workplace culture built on inclusion, respect and equality.

Governance, finance and compliance

• To support the Chair and Trustees to ensure that the governance of the charity is proportionate and effective, and that the charity fulfils its legal, statutory, regulatory and moral duties and responsibilities
• To be responsible overall for the financial sustainability of the charity, and ensure that there are effective mechanisms to ensure the robustness of external and internal controls (financial and non-financial), supported by the Consultant Finance Director
• To support the Consultant Finance Director to ensure the timely and complete preparation of key reports, information and activities, including management accounts, budgets, annual report and accounts, and payroll
• To ensure that the major risks to which the charity is exposed are reviewed regularly by the Board and the Executive team, systems have been established to mitigate these risks
• To work with the Chair and the Board Secretary to ensure that meetings of trustees are effective and that Trustees have appropriate information to perform their duties.

Income generation

• To take overall responsibility for the MMHA’s income generation activities, securing the future of the organisation and delivering its ambition for the mental health of women during the perinatal period
• To lead on all trust, foundation and lottery fundraising, establishing and maintaining relationships, including with the National Lottery Community Fund
• To support the Marketing & Partnerships Director to develop corporate partnerships, taking the lead on the relationship with Tommee Tippee
• To work with the Marketing & Partnerships Director to secure funding from individuals.

Communications and external affairs

• To support the Head of Engagement to maintain a relevant, diverse and effective range of members organisations, and ensure their ongoing contribution to achieving the goals of the charity 4
• To have oversight of the social, economic, clinical and policy context and how they impact on maternal mental health and MMHA strategy
• To ensure the Alliance is working effectively across the 4 UK nations and devolved administrations
• To act as a visible leader for the charity, representing the MMHA at external events and networking opportunities, and act as a spokesperson
• To oversee the development and delivery of marketing and communications strategies which effectively promote all aspects of the Alliance.

Other/service delivery

• To embed MMHA’s values throughout the organisation
• To promote a culture of commitment, trust, mutual support and professional behaviour
• To run the charity efficiently and effectively by ensuring that it has an appropriate management structure and management systems in order to fulfil its strategic objectives and to carry out its work
• To take forward the MMHA EDI strategy and plan and be a champion for anti-racist and anti-discriminatory behaviour
• To develop an organisation that is constantly seeking ways to learn and to improve its performance
• To work with staff to ensure the views of the members, champions, and ambassadors shape the work of the MMHA and its members.

This job description is intended to provide a broad outline of the main duties and responsibilities only. The post holder may be asked to carry out any other delegated duty or task that is in line with their post, seniority, or the needs of the organisation. Whilst most of the work will be undertaken during standard working hours, some work will be required in the early morning, evenings, or weekends.

How to apply

Application is by CV and a cover letter of no more than two pages of A4 each. In the cover letter, please explain how you meet the list of essential experience detailed above.

We will be anonymising applications before shortlisting. To make this easier, please ensure that your cover letter includes your initials rather than a full name.

Applications should be sent to the email address provided in the attached job pack by 10am on Tuesday 28th January 2025. Applications received after this time, or which do not follow the requested process, will not be considered.

The first interviews are expected to take place in London in early February, provisionally on Wednesday 5th or Thursday 6th.

The MMHA is committed to increasing the diversity of our team. We would appreciate it if candidates could fill out our equal opportunities monitoring form. This is anonymous and will not be linked to applications.

We are keen to ensure that our recruitment process helps us find the best candidate for the role, not the candidate who is best at completing applications and carrying out job interviews. If there is anything we can do to assist you in the recruitment process, if you have any queries, or if you would like an informal conversation about the role with the interim Chief Executive, Justin Irwin, please contact us on the recruitment email address provided in the attached job pack.

The successful candidate will be appointed subject to satisfactory references and will need to undertake a DBS and other employment checks. 

Location: North West - Home based covering with regular travel to: Cumbria, Lancashire, West Yorkshire, South Yorkshire, Merseyside, Cheshire

We are working in partnership with RABI who, at the heart of farming, provide practical, financial and mental health support across England and Wales and are seeking a Regional Manager to be the RABI lead for volunteering and community engagement across the North West region. 

RABI’s grants empower farming people to become financially resilient, so short-term monetary problems don’t create negative life-changing impacts. Their mental health support builds emotional resilience to meet the many challenges that farming brings.

The Regional Manager’s responsibilities include the researching, developing and supporting local community fundraising across the region. Working closely with volunteers, county committees and local partners – developing, delivering and evaluating new initiatives to reach new audiences, grow support for RABI and make a difference for the farming community. 

You will:

• Demonstrate relevant experience and proven track record within volunteering and community engagement / fundraising.
• Have a good understanding of volunteer motivations, with the ability to manage and work with volunteers and / or local communities.
• Exhibit excellent interpersonal and communications skills, both verbal and written, a clear and confident presentation style, and the ability to carry out public speaking, handling press / media enquiries and use of social media.
• Have strong project management and events experience.
• Have exceptional time management and highly developed organisational skills.
• Be IT literate – with good working knowledge of email, Word and Excel, as well as CRM and event management systems.
• Be analytical and numerate, confident in report writing including assessing return on investment etc.

A self-starter, you will be confident decision maker, able to work in a sometimes-pressurised environment. You will be a collaborative team player, with the ability to build relationships with people across all levels. You will have empathy and understanding of UK agricultural methods/people and issues facing the industry.  Experience with living and/or working among or knowledge of the farming community would be an advantage. 

Please note: due the nature of the role it will be necessary to work unsocial hours to fulfil this role e.g., attend weekend shows, evening meetings and events. A full UK Driving Licence and use of a car is essential.

For more information, please contact Louise Portnall, Recruitment Consultant, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Closing date for applications: 9 February 2025

However, applications are being reviewed on a rolling basis, so please apply without delay to avoid disappointment

INTRAC is looking for a dynamic individual with a passion for civil society to join as Director of Fundraising and Partnerships.

INTRAC is unashamedly for civil society. We are a mission-driven, not-for-profit organisation, focused on the core belief that vibrant, diverse and inclusive civil societies are essential catalysts for a world where everyone can thrive. We believe that locally available civil society support is essential as part of the wider movement to ‘shift the power’ to enable those tackling inequality and injustice to be resilient and effective, to navigate changes in their context and contribute to long-term inclusive locally led change.  This is an exciting time for the organisation as we move from envisioning our strategy to implementing it.  

Our strategic framework, Locally Rooted, Globally Connected will guide INTRAC’s practice over the next five years, as we evolve to becoming a network-led organisation, influenced and informed by the priorities, insights and aspirations of our network members, and the networks we interact with.  Together we will work to shift how civil society support is conceived and delivered: to transform civil society support eco-systems, so that local and global organisations are supported to develop, engage with others, and do what they want to do, better, to deliver just, equitable and sustainable societies.  

The role of strategic funding is crucial to this transformative change.  We are looking for an individual who is committed to anti-racist and feminist leadership to join our senior leadership team and help drive this change.

You will have significant experience and a proven track record in developing and delivering fundraising strategy, particularly focused on trusts, foundations and philanthropy, taking a relationship-based approach to build partnerships with organisations that share similar values and vision.

You will work with the team to build our capability, partnership, systems and processes to steward relationships, develop grants and manage their delivery.  Working with our Communications Co-ordinator you will help to build INTRAC’s profile and position in line with our strategic vision and ambitions.  You will have active support from the CEO along with strong board commitment to help develop and deliver this role.

This is a part time role (0.6-0.8 FTE); initially offered as an eighteen month contract with the intention to extend should the role be successful.

We are a remote organisation, with staff working across the UK. As we become a global network we are looking at options as to how to expand our staff base in different geographies, as we believe this will benefit INTRAC and support our strategic direction.  However, we do not have a straightforward way to do this currently. Whilst we are open to considering applicants from all parts of the world we will not sponsor visa applications. If you are based outside the UK and are keen to consider one of our roles please email Jenny George to discuss details.

To apply for the role please share a copy of your CV and respond to the following three questions (word limit 750 words):

1. Build Partnerships: Please tell us about a time when you have built a long-term relationship and secured strategic funding from new funder.

2. Leadership: Please tell us about a time when you challenged current practice in an organisation and embedded a new way of working.

3. Communication: Please tell us about a time when communicated a complex issue, raising its profile and encouraging others to engage with it/act on it.

In answering, please provide as much evidence as you can, to explain:

· the Situation in which you acted,

· what you were Tasked to do,

· the Actions you took and

· the Results you achieved and

· what you learnt from the process.

Answering the questions in this way will help the short-listing panel recognise and understand clearly the combination of knowledge, skills and competencies that you bring to the role.

Application Deadline 3rd February 2025.

Provisional interview date: 11th February 2025.

Job description

To collaborate with colleagues within the Research and Analysis team, across CSE and external partners with on the project management of software and modelling projects, helping to schedule work within and across projects

Pay and conditions

• The role is full-time 37.5 hours per week.
• The salary for the role will be £41,802 - £50,071 per year.
• You will be entitled to 25 days paid holiday (plus statutory holidays).

CSE offer a range of benefits including, subsidised bike purchase and Tech Scheme, Life Assurance, Health Cash plan, retail discounts and discounted breakdown cover and many more.

We will pay fees and expenses on relevant training courses.

Specific responsibilities

An applicant appointed to the role will be expected to:

• Support the Modelling and Software Team in the planning and delivery of software products.
• Liaise with customers to understand user and stakeholder needs.
• Support the Modelling and Software Team & Development Team in business development of product roadmaps and strategy for existing and new software products.
• Support the Development Team in the pricing and production of bids involving software resource.
• Oversee a Quality Assurance function within the Modelling and Software Team in collaboration with CSE’s Analysts to ensure quality of outputs. 
• Plan and prioritise your workload while contributing to the timely and high quality delivery of work.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

Essential attributes for this role include:

• A degree in a numerate subject.
• Several years of professional experience in software development or a related field.
• Proven track record of successfully managing software projects from planning to delivery, with experience using project management tools and techniques.
• Experience with software development life cycles, Agile methodologies, and project management techniques.
• Experience working on multiple projects simultaneously, with the ability to prioritize tasks effectively
• Experience working on business development projects, creating bids, pricing, and managing customer relationships.
• Excellent communication skills for working with both technical and non-technical stakeholders.
• Ability to build strong relationships with customers, colleagues, and team members.
• Strong analytical abilities for understanding user needs, analysing data, and making informed decisions about project direction and resource allocation.
• Excellent problem-solving skills and attention to detail.

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

How to apply

To apply, please download and complete the application form available from our website. Your application should demonstrate your suitability for the role against the criteria outlined in the person specification. Please complete the application form and provide a 2-page CV.

The closing date for applications is midday on Monday 20 January 2025.

Interviews are expected to take place week commencing Monday 3 February 2025. This may be subject to change.

If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.