Forecasting and reporting officer jobs

Lead Financial Strategy. Enable Extraordinary Care.

At Alexander Devine Children’s Hospice Service, we provide specialist care and vital support to children and young people with life-limiting and life-threatening conditions, and their families, across Berkshire and surrounding counties.

It costs £3.4 million each year to maintain our current level of care, with minimal government funding. Every decision we make must balance compassion with sustainability. We are now seeking an exceptional Director of Finance to help secure our long-term future and develop services in line with demand.

This is more than a finance role. It is an opportunity to shape the financial strategy of a much-loved local charity and ensure we continue reaching every child and family who needs us.

The Role

As Director of Finance, you will:

• Provide strategic financial leadership and be a key member of the Senior Management Team
• Lead long-term financial planning to ensure sustainability and resilience
• Oversee budgeting, forecasting, cashflow and reserves management
• Ensure compliance with charity accounting standards and statutory requirements
• Present clear, insightful financial reports to the Board of Trustees
• Be responsible for financial controls, systems and governance

You will work closely with the Chief Executive and Senior Management Team, helping to shape the future direction of the organisation.

About You

We are looking for a strategic and values-driven finance leader who brings:

• A recognised accountancy qualification (ACA, ACCA, CIMA or equivalent)
• Significant senior financial leadership experience
• Strong experience in strategic planning, budgeting and financial governance
• The ability to communicate complex financial information clearly to non-financial audiences
• High levels of integrity, judgement and emotional intelligence

Charity or healthcare experience is welcome but not essential. We are equally interested in candidates from commercial or public sector backgrounds who are motivated to apply their expertise in a purpose-driven environment.

Why Join Us?

• Work in a beautiful, purpose-built hospice in Maidenhead
• Generous annual leave, including your birthday off and additional “Alexander Days”
• Pension and Death in Service cover
• Employee Assistance Programme
• Free on-site parking
• A genuinely supportive, values-led culture
• Staff discounts

Greenpeace is a movement of people who are passionate about defending the natural world from destruction. Their vision is a world where everyone has equal access to clean air, water, and energy; where the nature we love is protected, precious habitats are restored and communities are united by ambitious climate action.

This is a pivotal moment for the Key Relationships function as a newly formalised Events & Operations hub is established, with donor-facing events and the operational systems and processes that underpin high-value fundraising being brought together into a cohesive function. This integrated approach will ensure outstanding donor experiences alongside robust infrastructure to support pipeline management, forecasting, reporting and income growth.

We are looking for an exceptional Events & Operations Manager to lead this new hub, manage a team of two staff, and shape how events and operational infrastructure work together to support Major Donor, Trusts & Foundations, Legacy and Key Influencer programmes.

This role will suit a self-starter who is comfortable working with a high degree of autonomy and who takes genuine satisfaction in shaping a new role around the needs of the team. The postholder will be confident operating in ambiguity, able to take the lead in defining processes, and proactive in establishing clear, effective ways of working.

As Events & Operations Manager, you will:

• Lead the newly established Events & Operations hub within the Key Relationships team, managing and developing a team of two staff while actively delivering across both functions
• Plan, design and deliver high-quality donor-facing events, taking full ownership from briefing and creative concept through to meticulous execution and evaluation
• Deliver capital campaign ask events, donor networking events and supporter access moments for the key relationships team
• Work closely Team Heads to ensure events meet their objectives and are delivered to a high standard
• Work with Executive Directors to ensure they are well briefed when speaking at or attending events
• Lead on systems, infrastructure and compliance including CRM oversight, data integrity, GDPR, income reconciliation, forecasting, reporting and dashboarding in partnership with Finance and Data teams
• Oversee prospect research, pipeline management and performance tracking to ensure the operational backbone is in place for the Key Relationships team to be effective and drive income growth
• This is a hands-on leadership role that will actively deliver across events and operations while leading and developing others

Ideal skills and experience:

• Significant experience planning, delivering and evaluating high-quality donor or stakeholder events across in-person, hybrid and digital formats, with clear evidence of aligning events to cultivation and stewardship objectives
• Excellent project management skills, able to manage multiple complex workstreams simultaneously, meet deadlines, maintain high standards of detail and manage budgets effectively
• Demonstrable experience working in an operations or support role, with responsibility for coordinating systems, processes and infrastructure that underpin fundraising or relationship management activity
• Proven ability to design, improve and embed efficient, compliant systems and processes, including gift administration, data integrity, income reconciliation and structured pipeline management
• Strong experience using CRM databases or similar platforms, maintaining accurate data, overseeing data quality and confidently learning new systems and reporting tools
• Experience of leading and supporting others within a small team, contributing to a collaborative, inclusive and high-performing culture while remaining comfortable with hands-on delivery
• Clear evidence of working in a values-driven way, demonstrating commitment to collaboration, inclusion, continuous learning and role-modelling organisational values consistent with Greenpeace UK

Diversity and Inclusion

Greenpeace UK recognise the value in having a diverse workforce, as well as the importance of creating equal opportunities for all. Applications are welcomed and encouraged from people of all backgrounds.

Applications are particularly encouraged from people of colour, disabled people, and people who identify as working class now or in the past.

Candidates will be selected based on how well they meet the criteria for the role and all applicants will be treated fairly throughout the recruitment process. 

Anti-racism and inclusion commitments

Greenpeace UK wants its team to reflect the diversity of the communities it works alongside. It is committed to fairness, inclusion, and challenging discrimination and oppression in all its forms.

The environmental sector still has further to go when it comes to representation. Greenpeace UK has published ambitious race representation targets and, through its Anti Racism Plan, is working proactively to achieve stronger representation of people of colour, particularly within leadership positions.

As part of this commitment, a Guaranteed Interview Scheme (GIS) is being piloted. Greenpeace UK aims to offer an interview to everyone who opts into the scheme and meets the essential criteria. Guaranteed interview applications will be processed by QuarterFive and shared only with the Greenpeace UK recruiting manager and HR team.

If you identify as a person of colour and meet the essential criteria for the role, you can choose to opt in to the Guaranteed Interview Scheme.

Don’t meet every single requirement? Research shows that women and people of colour may hesitate to apply unless they meet every area of the person specification. If you’re excited about this role but don’t meet all the criteria, you are encouraged to apply.

Employee benefits include: 

• 25 days annual leave for full-time staff, with additional leave accrued according to length of service up to a maximum of 32 days
• Once a month, all Greenpeace staff take an organisational ‘breather’ day where the office closes with no expectations of output on these days
• Office closure normally occurs between Christmas and new year and staff are not required to use annual leave to cover this period
• Employer pension contribution of 8.5% of basic salary, provided employees contribute at least 3%
• Interest free season ticket loan, or a tax efficient bicycle loan
• Life assurance scheme (4 x annual salary)
• Employee Assistance Programme that includes access to free confidential advice with a qualified counsellor

Finance Manager / Financial Accountant (Charity) – GWT
Full-time or Part-time (28 hours)

Join Gloucestershire Wildlife Trust (GWT) and use your finance skills to support nature’s recovery across Gloucestershire. We’re looking for an experienced Finance Manager / Financial Accountant to lead the day-to-day running of our finance function. This is a hands-on role overseeing transactional finance and payroll, strengthening financial controls, and improving board reporting — with line management responsibility for two Finance Officers.

If you enjoy bringing order, clarity and momentum to finance operations — and want your work to directly support conservation impact — we’d love to hear from you.

What you’ll be doing

• Overseeing day-to-day finance operations (AP/AR, credit control, banking, journals, payment runs, month-end routines)

• Owning and maintaining cashflow forecasts (weekly/monthly), highlighting risks and actions early

• Overseeing payroll end-to-end, including reconciliations, pensions, HMRC compliance and year-end tasks

• Leading monthly close and key balance sheet reconciliations, ensuring an audit-ready trail

• Maintaining and improving board reporting packs with strong version control and reconciliation to source data

• Supporting good restricted/unrestricted fund controls and applying charity finance compliance in routine reporting

• Working confidently with finance systems and improving processes, templates and documentation (including Xledger and Access CRM)

• Line-managing and coaching two Finance Officers, ensuring deadlines and quality standards are consistently met

What we’re looking for

Essential:

• Significant hands-on finance experience with charity experience essential

• Strong experience in cashflow forecasting

• Experience building/improving board reporting packs and senior-level reporting

• Payroll oversight experience (processing, pensions, HMRC, reconciliations)

• Excellent attention to detail, deadline management, and people skills

• Confidence picking up and working with less familiar systems (e.g., Xledger, Access CRM)

• Strong Excel skills

• Qualified-by-experience welcome (degree not required)

Desirable:

• Payroll qualification (e.g., CIPP Foundation/Practitioner or equivalent)

• VAT experience, ideally including Partial Exemption

• Experience in a multi-entity environment (e.g., charity + trading subsidiary)

• AAT/ACCA/CIMA/CIPFA part-qualified or qualified

Benefits

• Permanent role

• Full-time or part-time (28 hours) considered

• 25 days annual leave (pro rata for part-time)

• We are closed between Christmas and New Year, giving additional time off during this period

If you’re motivated by strong processes, great teamwork, and purpose-led work, we’d love to hear from you.

Reports to: CEO
Location: Leighton Buzzard / Hybrid
Hours: 3–4 days per week (0.6–0.8 FTE)
Salary: £40,000–£50,000 per annum pro rata (depending on experience)
Duration: Permanent

ABOUT THE ORGANISATION

With UK national reach, KidsOut has been supporting children for over 35 years, with a mission to bring moments of joy, fun and hope that aid the healing and recovery of children impacted by domestic abuse. We provide practical support, positive experiences, and opportunities that help children thrive and feel valued, working in partnership with refuges, community organisations, and corporate supporters.

ROLE OVERVIEW AND PURPOSE OF POSITION

The Management Accountant will be responsible for the day-to-day management and oversight of the finances, ensuring robust financial controls, accurate reporting and compliance with statutory requirements. The role will provide the CEO and Trustees with high-quality financial information to inform decision-making, risk management and the Charity's strategic objectives.

KEY RESPONSIBILITIES

FINANCIAL LEADERSHIP

• Leading financial strategy, planning, budgeting, forecasting and reporting
• Overseeing monthly management accounts, statutory reporting and audit processes
• Ensure compliance with UK charity regulators, Companies House (if applicable) and HMRC requirements
• Production of monthly/quarterly management accounts and associated commentary
• Collation of year-end information for the annual accounts and liaising with external auditors
• Drafting going concern assessments and responses to management letters
• Monitoring adherence to the Charity’s reserves policy and use of unrestricted/restricted funding
• Overseeing Gift Aid claims for timely/accurate submissions and efficient processing

FINANCIAL MANAGEMENT

• Assisting with annual budgets and business planning
• Providing financial oversight of new campaigns and strategic initiatives
• Monitoring/forecasting cash-flow
• Monthly payroll processing
• Overseeing all transactional and bookkeeping aspects
• Managing the financial bookkeeper team
• Liaising with the bank and other external bodies
• Overseeing the production of VAT returns for the trading subsidiary
• Maintaining fundraising and donation records
• Advising trustees and committees with clear financial analysis
• Attending board meetings

SKILLS & EXPERIENCE

• Qualified (ACA/ACCA/CIMA/CIPFA) with +5 years of accounting experience at a senior level
• Strong experience in the UK charity sector and knowledge of SORP FRS102
• Strong experience of accounting systems, including Sage 50 Accounts
• Proven ability to produce management accounts and budgets
• Ability to communicate financial information clearly to non-finance colleagues
• Excellent Excel skills
• E-commerce experience, including payment systems
• High level of accuracy and attention to detail
• Excellent organisation and time management
• Team player with a can-do attitude and genuine passion for charitable work

Other Benefits

• Consideration of flexible and hybrid working arrangements
• 25 days annual leave pro rata plus bank holidays
• Pension scheme
• Opportunity to make a meaningful difference to children’s lives across the UK

Join a charity rated ‘Outstanding’ by the Care Quality Commission and play a central role in our senior leadership team.
This is a rare opportunity to use your finance and people leadership expertise to help shape the future of a well-established, values-driven organisation.

Shared Lives South West delivers long-term and short break care and support across Devon, Cornwall and Somerset, enabling people to live fulfilling lives within family homes and communities. We are proud of the quality of our work and the positive, relational culture we have built as an organisation, and we are ambitious about what comes next.

As Deputy Chief Executive, you will join our senior leadership team in a pivotal organisation-wide role leading finance, people and core business functions. Working closely with the Chief Executive and Leadership Team, you will help strengthen financial stewardship, support a thriving and sustainable people culture, and ensure the organisation remains resilient, well-governed and effective.

This is a broad and influential leadership role offering both strategic responsibility and meaningful organisational impact. You will contribute to long-term planning and decision-making, provide leadership depth and continuity, and deputise for the Chief Executive when required.

We are looking for an experienced senior leader with strong organisational finance expertise and a good understanding of people leadership and workforce practice. You may come from the charity, public or wider values-led sector, and you will bring a collaborative, grounded leadership style alongside professional rigour.

For the right candidate, this role offers the opportunity to make a significant contribution to an already high-performing organisation while continuing to grow your own leadership portfolio in a supportive and purpose-driven environment.

For full details and to apply please see Applicant Pack attached. 

Other organisations may refer to roles like this as Deputy CEO, Chief Operating Officer (COO), Finance Director, Director of Finance and Operations, or Executive Director of Corporate Services.

A new role, the Finance Manager is responsible for leading all aspects of the charity's day-to-day finances, contracts and risk management. As a member of the senior leadership team, they will support the CEO with strategic planning. A key part of the role will include financial planning and administrative support for the charity’s fundraising efforts as part of a £6.5m conservation and renovation programme. They will lead the preparation for, and presentations at the charity’s Board and related finance committees.

The postholder will ensure that the charity’s budget and out turn are closely monitored and that established financial controls, spanning the procurement to payments cycle, are firmly adhered to. They will lead budget setting, forecasting, and financial reporting (including management of the external audit and production of the annual report and accounts) and will support wider work programme-planning for the charity, setting the foundations for financial success and sustainability. In addition, the postholder will act as the central finance liaison with the Inns of Court of Inner and Middle Temple – TCT’s principal funders – as well as with other stakeholders, donors and cross-departmentally.

Candidates should meet the following essential criteria:

CIMA, ACCA or ACA qualified accountant

Experience in a senior/ management financial position in a charity/ not for profit

Experience of managing cash and investments.

Effective communications skills both written and oral

Excellent IT skills including MS Office and Finance Systems

About us

Temple Church is located in the Temple, City of London. Known as the “Mother Church of the Common Law”, and birthplace of Magna Carta, the Church serves the legal colleges of Inner and Middle Temple, two of the four Inns of Court responsible for calling barristers to the Bar of England and Wales.

How to apply:

Please email your CV and a covering letter of not more than two A4 pages (demonstrating how you meet the role’s essential criteria) by 15th March 2026.

All appointments are subject to acceptable background checks including a basic DBS Disclosure.

This is a proactive, hands-on role where you’ll develop compelling fundraising content, support high-impact campaigns, and play a key role in growing our Regular Giving programme. You’ll combine creativity with insight — crafting powerful donor communications while using data to improve performance and retention.

As a key member of the Fundraising Team, you will work closely and collaboratively with colleagues across the organisation, including Finance, Client Services, and Communications & Marketing. Your excellent communication and relationship-building skills will be essential as you identify and assess partnership opportunities and ensure these are effectively passed to the relevant fundraising leads for cultivation and development.

If you are looking for a new and rewarding challenge, come and work for Thrive.

Our Fundraising Officer is to be based at Thrive Reading (National Office) with 3 days working from the office and 2 days working from home .

Appointment to this post will be subject to a satisfactory Disclosure and Barring Service check. Thrive complies fully with the DBS Code of Practice. Having a criminal record will not necessarily prevent an individual from working for Thrive.

• Are you motivated by hitting income targets and building lasting partnerships?
• Do you enjoy turning conversations into opportunities and ideas into income?
• Are you ready to play a direct role in driving revenue growth in the education sector?

Then this could be the role for you.
 

We are looking for a Business Development Officer to drive revenue growth at Learning on Screen—the UK’s leading charity for moving image in post 16 education. This is a revenue focused role for someone who thrives on relationship building, enjoys closing deals, and is motivated by delivering clear income targets. You will play a key role in growing and diversifying our income through sales, partnerships, and sponsorships, contributing directly to our strategic ambitions.
 

Role overview

• Job title: Business Development Officer
• Salary: £28,000 (£35,000 FTE)
• Hours: 28.8 hours/week (4 days, 0.8 FTE)
• Contract: Permanent
• Location: Remote
• Reports to: Chief Revenue Generation Officer

What you will be doing

• Selling our products and services (including memberships, subscriptions, and courses) to meet income targets
• Researching, identifying, and converting new leads across the education sector
• Supporting the development of sponsorship and partnership opportunities with external collaborators
• Building and maintaining strong stakeholder relationships to maximise value, engagement, and income performance
• Creating compelling proposals and resources to support income-generating initiatives

What we are looking for

• Experience in B2B sales, partnership development, or commercial (ideally in the non-profit or education sectors)
• A confident communicator with excellent writing and presentation skills
• Someone who is proactive, target-driven, and able to manage multiple priorities
• A collaborative mindset and the ability to engage with a wide range of stakeholders
• Strong data awareness, able to monitor performance and spot opportunities

This is a great opportunity to grow your career in a supportive, ambitious, and flexible environment while contributing to our mission of transforming education through the power of moving image and sound.
 

About us
Learning on Screen is a membership organisation that champions the use of moving image and sound in post-16 education. We give educators and students access to millions of films, TV programmes and radio broadcasts—spanning over a century—and support our members to use this content confidently and creatively. From expert copyright advice to innovative partnerships, we help bring teaching to life and open up new possibilities for learning. If you're passionate about education, media, and meaningful impact, you’ll feel right at home here.

How to Apply: 

Interested candidates are invited to submit the following documents via the 'apply' button below: 

• Your CV
• Cover letter outlining your relevant experience and qualifications
• Completed equality and diversity monitoring form 

Application Deadline: Tuesday 10th March 2026 by 12pm. 

Interviews: W/C 16th March 2026.

Please note that this is a part-time, permanent position. The job description is subject to occasional amendments and not considered part of the employment contract. Flexibility is required within the broad scope of the role. 

Learning on Screen is an equal opportunity employer and welcomes applications from all qualified candidates. We are committed to creating an inclusive and diverse workplace. 

Unfortunately, we are unable to consider any applications received after the deadline. 

Z2K has a clear 2025–2030 strategy and a strong reputation for principled, evidence‑led campaigning rooted in frontline experience. The external environment is volatile: rising poverty, political contestation around welfare and housing, and tightening funding conditions.

After a long‑standing Chief Executive stepped down in late 2025, the organisation has been led by an Interim Chief Executive. The permanent appointment is therefore a moment of consolidation and renewal. The next Chief Executive will provide long‑term stability, sharpen strategic focus and define the organisation’s next phase.

Z2K faces structural pressures common to many charities of this scale: rising costs, reliance on grant funding, growing demand and increasing scrutiny. The Chief Executive must do two things at once:

• Increase measurable impact of our advice services and advocacy work on inadequate incomes and high costs.

• Build a financially resilient, well‑run organisation capable of sustaining that impact.

This is not a figurehead role. It requires leadership with grip, political judgement and commercial realism.

About MAAC

Midlands Air Ambulance Charity (MAAC) funds and delivers a pre-hospital emergency helicopter-led service across the Midlands region (serving six counties). As well as being a charity, we are an independent health care provider that is rated outstanding by the Care Quality Commission (CQC).  Our mission is to deliver exceptional pre-hospital care and lifesaving interventions through our helicopter-led emergency medical services. With more than 80,000 missions since 1991, we are among the busiest air ambulance services in the UK.

The Opportunity

As MAAC prepares for the planned departure of its current postholder, the organisation is seeking an exceptional Director of Finance to join the Executive Team. Reporting directly to the Chief Executive, the Finance Director is a key member of the Charity’s Leadership Team, providing strategic financial direction across the Group (the parent charity and its trading subsidiary). This role ensures the organisation remains financially resilient, well‑governed, and strongly positioned to deliver its mission for the long term – through working collaboratively with the Chief Executive, Leadership Team and Board members.

Key Areas of Responsibility

• Play a key role as part of the Senior Leadership Team (SLT), contributing to organisational strategy and fostering strong cross‑department collaboration.  Work collaboratively with the Chief Executive and SLT to develop and maintain the three-year strategic plan, ensuring financial projections, assumptions, and scenario planning are based on accurate data and sound forecasting.
• Provide strategic financial leadership that supports long‑term sustainability, future growth, and the delivery of critical services.
• Build strong, transparent, and trusting relationships with Board members by delivering clear, relevant financial reporting and assurance (supporting Board members to carry out their governance responsibilities effectively).  Manage the Audit and Risk Committee’s activities in conjunction with the Committee Chair
• Lead a high‑quality financial management function for the Charity and its subsidiary, ensuring full compliance with regulatory requirements, governance requirements and accounting standards.
• Manage the full year-end audit cycle, ensuring schedules, reconciliations, and working papers are prepared to a high standard and delivered within agreed timescales.
• Oversee the timely preparation of monthly Group Management Accounts, ensuring high-quality financial reporting is supported by meaningful commentary, variance analysis, trend interpretation, and insights that enable informed strategic decision-making by the SLT and Trustees. 
• Manage the relationship with the Charity’s external investment portfolio fund manager and independent investment advisors - ensuring the Charity receives high-quality professional advice on investment strategy, shareholdings, and cash allocation, and that all recommendations align with organisational objectives, ethical considerations, and risk appetite.

About You

You will be a professionally qualified accountant (ACCA, ACA or equivalent) with substantial senior‑level experience and the credibility to operate confidently at Board level. Most importantly, you will embody strong values, show high emotional intelligence, and be genuinely motivated to contribute to MAAC’s mission. Charity sector experience is essential -  with a thorough understanding of what it takes to promote financial best practice, control spend and assist with income generation in sizable Not-for-Profit environments. Critically, you will lead through expert technical skillsets and collaborative working —shaping direction, offering robust assurance, and operating as a trusted strategic partner to senior colleagues and Trustees/ Directors.

Reward & Benefits

• Salary of £90,000 - £95,000 p.a. dependant on experience
• Part time working a consideration (4 days per week; days of the week as per organisational need).
• Flexible working (with the option to work from home 1–2 days per week post probation, subject to organisational need).
• 28 days annual leave plus Bank Holidays
• Pension scheme (after 3 months) – matched up to 6%
• Paycare Health Cash Plan
• Gym on-site (free access)
• Death in service benefit x 2 salary
• Access to range of charity discount cards

For an informal conversation about the role, please contact our retained recruitment partner Paul Robinson at RM Recruit Ltd

Working closely with Tusk’s US Development Executive from Tusk’s UK office, the "US Philanthropy Officer" position supports a broad range of fundraising initiatives, from major gifts and annual giving to corporate partnerships, foundation grants and especially events. This is an exciting opportunity to help advance Tusk’s mission by strengthening donor relationships, driving fundraising pipelines, and enhancing our US development efforts.

The US Philanthropy Officer will help identify and research prospects, support cultivation and solicitation strategies, and ensure thoughtful, timely stewardship for all supporters. The role will manage donor records and reporting through Salesforce, prepare acknowledgment letters, assist with events, and coordinate donor communications.

The successful candidate will come to the position with a proven track record in fundraising and strong administrative and organisational skills. This is a full-time role with the possibility of some working from home following your successful probation. The role will be based in the UK and will require some travel within the UK and occasionally to the US.

Role description:

The Senior Philanthropy Officer will play a key role in delivering ambitious income growth by securing philanthropic support from individuals, trusts and foundations, and corporate partners.

Managing a mixed portfolio of high-value prospects capable of making five-figure and above gifts and above, the postholder will cultivate, develop and steward long-term relationships as well as identify and secure new opportunities.

We are looking for a self-motivated and proactive Senior Philanthropy Officer who thrives on building strong, long-lasting relationships. You will be an excellent relationship builder, someone who is curious and able to identify opportunities to strengthen relationships, and who demonstrates resilience when working towards ambitious fundraising goals. You will convey a genuine passion for Southampton Hospitals Charity and feel confident sharing our vision and impact with others.

Main Responsibilities:

• Manage, grow and steward a mixed portfolio of individual major donors, trusts and foundations, and corporate partners capable of making five-figure gifts and above
• Identify and cultivate new high-value prospects, developing tailored engagement and solicitation strategies aligned to charity priorities
• Build strong, trusted relationships with donors, clinicians and senior hospital stakeholders to develop compelling philanthropic asks and stewardship reports
• Grow philanthropy pipeline, focusing on increasing multi-year support and improving the quality, volume and success rate of applications
• Support the Director of Income Generation and Marketing with the delivery of donor stewardship and cultivation events
• Work closely with colleagues across hospital engagement, community fundraising, legacy and in-memory giving and grants to ensure joined-up planning and delivery
• Maintain accurate records of donor engagement, pipeline activity and income forecasting using the CRM system
• Monitor trends in philanthropy, trusts and major giving, adapting approaches in response to changes in the external funding environment
• Act as a professional ambassador for Southampton Hospitals Charity, representing the organisation with credibility

Person Specification:

Knowledge and Experience

• Proven experience of securing philanthropic income at the five-figure level or above
• Experience working within a charity, NHS charity or not-for-profit organisation
• Demonstrable success in managing and developing relationships with major donors and/or trusts and foundations and/or corporate partners
• Experience of producing high-quality funding proposals, cases for support and impact reports
• Track record of managing fundraising portfolios and delivering income against targets

Skills

• Excellent written and verbal communication skills, with the ability to communicate information clearly and compellingly
• Strong relationship-building skills, with confidence engaging clinicians, senior stakeholders and donors
• Outstanding organisational and time-management skills, with the ability to manage competing priorities
• High attention to detail and strong project management capability
• Confident use of CRM systems and fundraising databases

Personal Qualities

• Self-motivated, proactive and able to work effectively on own initiative
• Collaborative and relationship-led, with a strong team ethos
• Professional, reliable and highly organised
• Resilient and adaptable
• Passionate about improving patient outcomes and supporting NHS staff

This is an exciting and challenging opportunity for a senior fundraiser / income-generation specialist with the ambition to grow and diversify our income streams sustainably. As a member of the Senior Leadership Team, you will bring strategic planning and action to the income generation work needed to ensure that the charity can continue delivering, and increase the reach of, its life-changing support to Asylum Seeker and Refugee communities in and around Derby.

Key Skills and Attributes we’re looking for: 

• Demonstrable experience of significant income growth in a large charity through grants, tenders and/or major donors with pipeline development.
• Experience of motivating and inspiring team members to achieve high, sustainable performance in fundraising and communications.  
• Collaborative and skilled at working cross organisationally and building strong internal relationships.
• A proactive networker with the ability to work in true partnership with local organisations, including faith groups, corporate, local government and national funding partners, inclusive of major donors.
• Provides strategic leadership across the organisation, working jointly with the Chief Executive and Trustees to embed the charity’s ethos and values.

Operational responsibilities:

Income generation and external partnerships

• Hold overall accountability for income generation across trusts and foundations, statutory funding, corporate partnerships, major donors and community fundraising.
• Developer and deliver a statutory fundraising strategy to maximise income from government, NHS, lottery and public sector funders.
• Lead and write high-quality funding bids, working closely with the Senior Leadership Team and operational teams to shape compelling programme proposals.
• Oversee the management of the charity's current grant portfolio; ensuring grant applications and reports are delivered on time and in accordance with internal processes.
• Ensure that the voice, experience and dignity of refugees are meaningfully and ethically reflected in all fundraising and communication activity.

Leadership

• Provide inclusive, ambitious and supportive leadership to the Fundraising team, encouraging a culture of high performance, collaboration and learning.
• Champion strong collaboration between fundraising and other areas of the charity.
• Model Upbeat Communities values at all times, contributing to a welcoming, mission-led and entrepreneurial organisational culture.
• Actively contribute as a member of the Senior Leadership Team, supporting organisational leadership and decision-making beyond fundraising.

· Provide clear, accurate and timely reporting to the CEO, and Board of Trustees, attending meetings as required.

Strategy & Development

• Working closely with the CEO, lead the development and delivery of an integrated Fundraising Strategy that supports organisational priorities, financial sustainability and long-term partnerships.
• Contribute income generation expertise to support the execution of the charity’s strategic plan.
• Translate strategy into clear priorities, plans and performance expectations across the fundraising portfolio.
• Ensure fundraising propositions are compelling, evidence-led and clearly connected to Upbeat Communities impact, working closely with the Head of Delivery to reflect operational reality and participant need.
• Strengthen pipeline management, forecasting and scenario planning to support financial resilience and informed decision-making.

· Identify opportunities to deepen funder engagement beyond income, including learning partnerships, influence and profile-raising where appropriate.

Networking & Partnerships

• Build and maintain strong strategic partnerships across statutory, community and private sectors, strengthening the profile and reach of the charity.
• Represent the organisation at networking events, conferences generating leads and expanding income opportunities
• Support the development of a joined-up Corporate Social Responsibility (CSR) offer, positioning Upbeat Communities as a key partner for corporate engagement.

Foundational Values

• Excels in emotional intelligence, building deep connections and mentoring others in emotional awareness.
• Embodies compassion in action, inspiring others to create a culture of care and community impact.
• Drives a culture of learning and excellence, mentoring others and integrating innovative ideas into practice.
• Leads with empowerment, creating opportunities and mentoring others to take ownership of their actions.

Person Specification:

Role Specific Competencies

• Significant experience leading high-value fundraising across multiple income streams, with a strong track record of income growth in a large charity.
• Demonstrable success securing and stewarding 6- and 7-figure partnerships or donations from corporate partners, trusts/foundations, statutory funders and/or major donors.
• Proven ability to operate at both strategic and delivery levels, balancing leadership with selective frontline fundraising.
• Experience managing senior fundraisers or managers with responsibility for discrete income streams.
• Strong strategic, financial and analytical skills, including budgeting, forecasting, performance management and risk assessment.
• Excellent relationship-building, influencing and negotiation skills, with credibility at senior levels internally and externally.
• Ability to communicate complex ideas clearly and compellingly to a range of audiences, including trustees.
• Experience working effectively across an organisation and with senior leadership teams.
• Strong project management skills and ability to prioritise in a fast-paced environment.
• Sound knowledge of GDPR and the Charity Code of Fundraising Practice.

Pathway Project is an inspiring Domestic Abuse Charity that makes a difference, it's a great place to work, we are a charity with big ambitions and huge energy and we need a Finance Manager who can match our energy.

We are currently evolving a bold new strategy and a passion  for excellence in service delivery. Supported by a driven and energetic board of trustees the new Chief Executive is leading Pathway Project through their ambitious plans.

It’s a really fantastic time to join our amazing charity as we move into the next phase of our exciting journey.

We are looking for a new Finance Manager to be responsible for the effective day-to-day financial management of the charity supporting the CEO with the Finance Strategy.

She will be driven, ensuring robust financial controls, accurate reporting and compliance with statutory and regulatory requirements including the Charity Commission and Charity SORP (FRS 102).

She will work closely with the CEO, SMT and Trustees and she will provide clear, timely financial information to support sound operational and strategic decision-making and help ensure the long-term sustainability of the organisation.