Forecasting and reporting officer jobs

SolarAid is recruiting for a Director of Finance & Organisational Effectiveness to lead our finance function and enhance operational excellence across our charity and social enterprise group. The position is full-time, based in the UK, with hybrid working arrangements. The salary offered is £60,000 to £68,000 depending on experience.

As a key strategic partner to the CEO and a core member of the Senior Management Team, you’ll play a crucial role in shaping the direction and performance of SolarAid and our social enterprise SunnyMoney. This role oversees finance, planning, IT, facilities, HR liaison, policy, and governance – ensuring strong systems and structures support our mission to achieve 100% energy access for the hardest to reach communities across Sub-Saharan Africa,

We’re looking for a qualified accountant (ACCA, ACA, CIMA, or CIPFA) with senior-level charity finance experience, excellent analytical and leadership skills, and a strong track record in organisational operations and governance.

Applications without a cover letter will not be considered for the role.

Closing Date for Applications: May 21st, 2025

Head of Finance

Permanent role offering a salary of up to £71,000 pa, depending on experience

Location: Hybrid working with minimum 2 days per week in the London office (near Moorgate)

Drinkaware is the UK’s leading alcohol charity with a vision of working together to reduce alcohol harm. We use our expertise to give governments, industry, communities and individuals the knowledge and support to make informed decisions about alcohol and how to reduce the harm it can cause.

We deliver public-facing campaigns and digital services, information and guidance, evidence-led advice to governments and industry as well as independent research, consumer insight and evaluation.

What are we looking for?

We are seeking a dynamic and experienced Head of Finance to join our team. The role will sit within our Central Services Team and will report to the Director of Resources and Business Systems.

In this role, you'll be responsible for producing and delivering monthly management accounts, overseeing financial operations, and ensuring robust internal controls are in place. You'll also manage the year end audit, budgeting and forecasting and support procurement processes, while leading a dedicated finance team.

If you have a strong background in financial management and a passion for driving organisational success, we'd love to hear from you!

How to apply?

For further information on the role, please refer to the attached job description and read about Drinkaware on our website.

Please submit an up-to-date CV and a covering letter (maximum two pages) outlining how you meet the role’s requirements and what you can bring to Drinkaware.

Closing date: Saturday 31 May at 5pm

Drinkaware is committed to equality and diversity and welcomes applications from all backgrounds and sections of the community.

Please note that if you have not received a response to your application within two weeks after the closing date, this means you have been unsuccessful on this occasion.

The Finance Officer will join a small and dynamic team that covers Finance, Human Resources, IT and Business Operations. The Finance & Operations team play a critical role by running the day-to-day operations and providing the infrastructure that enables the continued delivery of the Trust’s mission and objectives.

The Sutton Trust is seeking a highly motivated and enthusiastic Finance Officer to join the team and provide crucial support on a range of key finance processes. This is a fast-paced and hands-on role that requires an understanding of basic finance processes. You can expect a steep learning curve in a passionate and supportive working environment.

We have recently introduced a new accounting system and are looking for someone who is willing to learn, make the most of the improved technology and contribute to automating (and improving) our finance processes. If you are up for a challenge, enthusiastic and keen to contribute your ideas, then come on this journey with us.

Main duties

• Maintaining the Purchase Ledger including processing supplier invoices, staff expense claims, grant and bursary payments, reconciling statements and making the relevant payments
• Maintaining the Sales Ledger including raising invoices and allocating receipts
• Cash management including checking bank transactions daily, allocating transactions on the accounting system and producing regular bank reconciliations. Paying in cheques and reconciling floats, if required
• Maintaining accurate records of both unrestricted and restricted fund transactions including receipts, grants, staff expenses, overheads and cash
• Providing timely and accurate financial support to the Programmes, Development and Research teams to assist them with forecasting, budgeting, reconciliation and (donor) reporting
• Supporting with the month end procedures such as balance sheet reconciliations, depreciation, month end adjustments, salary and overhead allocations
• Gathering monthly payroll information and reviewing monthly payroll reports
• Assisting with the administration of the pension scheme and of employee benefits
• Preparing quarterly Gift Aid claims and maintaining the relevant supporting documentation
• Assisting with the year-end statutory accounts preparation, audit and budget setting process
• Ensuring that the filing is done in a timely manner and that all paperwork is up to date
• Proactively updating your own knowledge in relation to the role, identifying and undertaking appropriate training
• Keeping up to date with legislation, policies and procedures relevant to the role and the Trust’s work
• Contributing to continuous process improvement efforts and suggesting ways to further automate tasks with the new accounting system
• Assist with creating finance procedure notes for the new accounting system.
• Other duties as necessary from time to time

Person Specification

Skills and Experience

We are looking for an individual who can demonstrate:

• Excellent numeracy skills and strong verbal and written communication skills
• Strong organisational and problem-solving skills with the ability to multi-task
• Sound understanding of double entry book-keeping including month end adjustments
• Excellent working knowledge of Microsoft Office, particularly Excel
• Confidentiality

And who is:

• AAT qualified, holds a similar qualification or is working towards qualification

In addition, experience in the following areas will help you to stand out. However, this is not required, and training will be provided if needed for the right candidate:

• Experience of working in a busy finance department with responsibility for similar tasks
• Experience of working in the education or not-for-profit sector
• Experience of working with Xledger or equivalent accounting software

Competencies

• Sympathetic to the aims of the Trust and its mission to address educational disadvantage
• A flexible and adaptable approach to accommodate the varying aspects of the role, able to prioritise tasks and work to deadlines
• Ability to work collaboratively as part of a team and independently, with a high degree of initiative
• Has excellent attention to detail
• Quick learner with a proactive approach to problem solving

Other

• Is eligible to work in the UK (see here for information about right to work)*

*Please note that we are unfortunately not a licensed visa sponsor.

Terms of Appointment

• Contract: Full-time, Permanent (part-time considered)
• Salary: £33,000-£36,000
• Office location: The Sutton Trust, 9th Floor, Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Our home working policy gives staff the option to work from home for up to 60% of the time, with approval from their line manager.
• Hours: The standard working hours are 9am to 5pm, Monday to Friday and may also be required to attend events / meetings outside of their normal working hours during weekday evenings and occasionally at weekends
• A DBS check may be required

Interviews

Applications should reach us by midday, Thursday 22nd May, with first round interviews held at our London offices in the week commencing 2nd June, and second round interviews held over Zoom in the week commencing 9th June.

Safeguarding statement

The Sutton Trust believes that a child, young person or vulnerable adult should never experience abuse of any kind. We all have a responsibility to promote the welfare of all children and young people and to keep them safe. Therefore all posts undergo a safer recruitment process, including but not limited to, disclosure of criminal records where necessary and eligibility to work in the UK. We have procedures in place to promote safeguarding and a safe culture at the Trust.

Job Title:  Head of Finance & Business Services

Reports to: Chief Executive

Direct Reports: Finance and Business Administrator

Location: Hybrid - mainly home based working with a requirement to regularly attend meetings and events (mainly in London but also other project areas elsewhere in the UK) and with occasional visits to the Charity's offices. 

Salary: £46,542 Pro Rata

Hours: 3 Days per week

 About Alexandra Rose Charity 

Founded by Queen Alexandra in 1912, Alexandra Rose Charity (ARC) has a long history of supporting people experiencing poverty in the UK. Our vision is for everyone to have access to healthy and affordable food, and our mission is to give families on low incomes access to fresh fruit and vegetables in their local communities whilst advocating for systemic change to address food insecurity and health inequalities.

Since 2014, ARC has pioneered the use of financial incentives to improve access to healthy food and combat food insecurity through our Rose Vouchers for Fruit & Veg projects. To date, we have supported over 11,000 families, including over 20,000 children, to access £3.5 million of fresh fruit and vegetables in their local communities.

To deliver this scale, we work with 73 children and family centres and community organisations, 69 market traders and independent retailers, two fruit and vegetable vans and one fruit and vegetable delivery box scheme. We estimate that our projects have generated a total economic value added of almost £9 million for the local economies of the eight locations where we work: five London Boroughs, Barnsley, Liverpool and Glasgow.

As part of our new five-year strategy, we want to grow our reach and impact as part of a national movement where Rose Vouchers for Fruit & Veg projects are embedded in local and national policies and seen as a key intervention for transforming the diets of communities across the UK.

About the role  

As we launch our new 5 year strategy we are looking for an experienced Head of Finance & Business Services to help deliver our mission and support the growth and consolidation of the charity. As a member of the Senior Management Team, you will play a key role in implementing our new strategy as well as managing risk.

You will take overall responsibility for the organisation’s financial management, working closely with the Chief Executive and the Treasurer.

You will provide effective finance business partner support to other functions within the charity to support its fundraising, operations and development.

You will also be responsible for the line management of the Finance & Business Administrator, working with the Chief Executive to both oversee and support the business services function of the charity.

We want our organisation to reflect the diversity of the communities we work in, and we welcome applications from people from all backgrounds.

The closing date is Friday, 30th May 2025, at 5:00 pm

Interview Process: The selection process may include two interviews:

First Interviews: will take place online from the 16th to 19th June

Second Interview  (if selected) TBC

At over 200 acres, Crystal Palace Park is far larger than most urban parks. Beloved as a ‘back garden’ to many people in the surrounding neighbourhoods, it is also of national and international significance due to its design as the grounds to the Victorian architectural masterpiece, The Crystal Palace, and its rich, unique heritage, including the 170-year-old world-famous dinosaurs. Today, circa one million people visit the park every year; to relax and meet friends and family, take part in sports and physical exercise, enjoy world-class acts during summer festivals, or simply have a moment of peace and enjoyment of nature.

The Head of Commercial & Visitor Experience role offers the opportunity to join a young and growing registered charity at an exciting point in its evolution, and to help lead on establishing Crystal Palace Park as an exemplar in urban park management, community-led regeneration and cultural and heritage programming whilst restoring its position as one of the UK’s leading visitor attractions.

We are looking for an experienced commercial and visitor experience professional to join our friendly team in the new post of Head of Commercial and Visitor Experience, reporting into our trading board, Crystal Palace Park Events Ltd (CPPEL), and line managed by the Director of Park Management.

Responsible for achieving ambitious income targets, you will lead the  management, development and growth of key revenue generating activities including concessions, leases, retail, licensing, catering, markets and car parking activity (and excluding events and venue hire). Alongside this you will oversee the smooth running of the park as a visitor attraction, ensuring an excellent visitor experience and an accessible, warm welcome to all. 

You will be a creative and entrepreneurial team player with experience working in a visitor attraction, cultural, heritage or park setting and a proven track record in business development and income generation.

How to apply:

Please submit the required documents to jobs @ crystalpalaceparktrust .org with the subject ‘Role: Head of Commercial & Visitor Experience

Applications must be received by 2 June 2025 @ 10am

First round interviews will be held w/c 9 June 2025

Second round interviews to be confirmed.

All applicants must submit an Equal Opportunities Form

Crystal Palace Park Trust is an equal opportunities employer. We believe that our staff should represent the communities, organisations, and individuals that we work with and support. We welcome applications from all qualified individuals regardless of race, gender, age, disability, sexual orientation, religion, or nationality.

We thank all applicants for their interest.

The Finance Officer will join a small and dynamic team that covers Finance, Human Resources, IT and Business Operations. The Finance & Operations team play a critical role by running the day-to-day operations and providing the infrastructure that enables the continued delivery of the Trust’s mission and objectives.

The Sutton Trust is seeking a highly motivated and enthusiastic Finance Officer to join the team and provide crucial support on a range of key finance processes. This is a fast-paced and hands-on role that requires an understanding of basic finance processes. You can expect a steep learning curve in a passionate and supportive working environment.

We have recently introduced a new accounting system and are looking for someone who is willing to learn, make the most of the improved technology and contribute to automating (and improving) our finance processes. If you are up for a challenge, enthusiastic and keen to contribute your ideas, then come on this journey with us.

The Team

This role will fit into the small Finance & Operations team and will be line managed by the Finance Manager.

Main Duties

• Maintaining the Purchase Ledger including processing supplier invoices, staff expense claims, grant and bursary payments, reconciling statements and making the relevant payments
• Maintaining the Sales Ledger including raising invoices and allocating receipts
• Cash management including checking bank transactions daily, allocating transactions on the accounting system and producing regular bank reconciliations. Paying in cheques and reconciling floats, if required
• Maintaining accurate records of both unrestricted and restricted fund transactions including receipts, grants, staff expenses, overheads and cash
• Providing timely and accurate financial support to the Programmes, Development and Research teams to assist them with forecasting, budgeting, reconciliation and (donor) reporting
• Supporting with the month end procedures such as balance sheet reconciliations, depreciation, month end adjustments, salary and overhead allocations
• Gathering monthly payroll information and reviewing monthly payroll reports
• Assisting with the administration of the pension scheme and of employee benefits
• Preparing quarterly Gift Aid claims and maintaining the relevant supporting documentation
• Assisting with the year-end statutory accounts preparation, audit and budget setting process
• Ensuring that the filing is done in a timely manner and that all paperwork is up to date
• Proactively updating your own knowledge in relation to the role, identifying and undertaking appropriate training
• Keeping up to date with legislation, policies and procedures relevant to the role and the Trust’s work
• Other duties as necessary from time to time
• Contributing to continuous process improvement efforts and suggesting ways to further automate tasks with the new accounting system
• Assist with creating finance procedure notes for the new accounting system.

Person Specification

Skills and Experience

We are looking for an individual, who can demonstrate:

• Excellent numeracy skills and strong verbal and written communication skills
• Strong organisational and problem-solving skills with the ability to multi-task
• Sound understanding of double entry book-keeping including month end adjustments
• Excellent working knowledge of Microsoft Office, particularly Excel
• Confidentiality

and who is:

• AAT qualified, holds a similar qualification or is working towards qualification

In addition, experience in the following areas will help you to stand out. However, this is not required, and training will be provided if needed for the right candidate:

• Experience of working in a busy finance department with responsibility for similar tasks
• Experience of working in the education or not-for-profit sector
• Experience of working with Xledger or equivalent accounting software

Competencies

• Sympathetic to the aims of the Trust and its mission to address educational disadvantage;
• A flexible and adaptable approach to accommodate the varying aspects of the role, able to prioritise tasks and work to deadlines
• Ability to work collaboratively as part of a team and independently with a high degree of initiative
• Has excellent attention to detail
• Quick Learner with a proactive approach to problem solving

Other

• Eligible to work in the UK*

*Please note that we are not a licensed visa sponsor

Terms of Appointment

• Contract: Full-time, Permanent (part-time considered)
• Salary: £33,000-£36,000
• Office location: The Sutton Trust, 9th Floor, Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Our home working policy gives staff the option to work from home for up to 60% of the time, with approval from their line manager.
• Hours: The standard working hours are 9am to 5pm, Monday to Friday and may also be required to attend events / meetings outside of their normal working hours during weekday evenings and occasionally at weekends
• A DBS check may be required

Interviews

Applications should reach us by midday, Thursday 22nd May, with first round interviews held at our London offices in the week commencing 2nd June, and second round interviews held over Zoom in the week commencing 9th June.

Safeguarding statement

The Sutton Trust believes that a child, young person or vulnerable adult should never experience abuse of any kind. We all have a responsibility to promote the welfare of all children and young people and to keep them safe. Therefore all posts undergo a safer recruitment process, including but not limited to, disclosure of criminal records where necessary and eligibility to work in the UK. We have procedures in place to promote safeguarding and a safe culture at the Trust.

Contextual recruitment

The Trust is committed to ensuring equality of opportunity and that all applicants receive equal consideration for employment. We strongly encourage individuals from all backgrounds, including those underrepresented at present at the Trust, to apply for this role. As such we particularly welcome applications from people with disabilities, Black, Asian or Minority Ethnic backgrounds, LGBTQ+ and from different socio-economic and educational backgrounds. We are committed to being an inclusive and welcoming place to work and know that greater diversity will lead to even greater results for the young people we support.

We are committed to providing reasonable adjustments for disabled candidates throughout our recruitment process and during employment.

We also operate contextual recruitment at the Sutton Trust. Our application process gives you the option to include information about your background, such as whether you were eligible for free school meals, whether your parents went to university, or whether you attended a state school. For more examples and information on contextual recruitment, please see our website.

Who we are: Galapagos Conservation Trust (GCT) is the only UK registered charity to focus exclusively on supporting the conservation and sustainability of the Galapagos Islands, Ecuador. Our programmes respond to major threats to the Islands and the surrounding marine reserve including pollution, invasive species, overfishing and climate change. We take a ‘science to solutions’ approach, ensuring our programmes are based on robust science and result in solutions being implemented. We work in collaboration with an ecosystem of partners, taking a ‘grassroots to Government’ approach to ensure conservation solutions are co-designed, accepted, and effective. 

Job Overview: Galapagos Conservation Trust is seeking a proactive and detail-oriented individual to support our Financial Director and organisational teams. The ideal candidate will have a strong foundation in finance operations, a trustworthy problem solver with a can-do attitude, and the ability to manage multiple tasks with accuracy and efficiency. The successful individual will have strong interpersonal skills and be able to operate independently while collaborating effectively with colleagues across the organisation, supporting them with accurate financial insights and guidance.  

  Key Responsibilities: 

Financial operations and month end reporting 

• Manage the day-to-day transactional processing and reporting activities of the finance function, including but not limited to: 

• Income processing within subscriber and Xero 

• Payments and receipts 

• Monthly close process, ensuring all transactions are recorded accurately and completed within the month end timetable 

• Processing of monthly journals 

• Accruals and prepayments 

• Balance sheet reconciliations 

• Monthly financial reporting 

• Cashflow 

• Support the Ecuadorian financial reporting where needed 

• Departmental spend analysis for the Programmes, Operations, Fundraising and Communications teams 

• Monthly contractor cost reporting 

• Liaise with external accounting support for preparation of the quarterly management account pack 

• Support the programmes team with key finance files including but not limited to the PSP and project budgets 

Budgeting and forecasting 

• Support the Finance Director and SLT with budgets and forecasts at an organisational and departmental level 

• In close coordination with the Programmes team, support the financial aspects of partnership agreements/grant making 

• Maintain internal tools to help track secured funding vs forecast spend and help ensure data remains up to date 

• Monthly cashflow forecasting 

• Open, timely, and respectful, communication with team on financial status, challenges and problem-solving 

Database and data management

• Help ensure the accuracy and integrity of data in the finance and CRM systems. 

• Help ensure GDPR compliance across the organisation 

Cash Management 

• Process banking payments, ensuring all appropriate documentation and approvals are in place 

• Bank account management 

Governance and risk management 

• Support the design and implementation of effective quality controls to ensure compliance through manuals, policies, checklists, templates, and other tools 

• Support with the preparation of Board and Committee papers 

• Trustee liaison

Audit, grant applications and gift aid

• Support on all audits and statutory compliance in line with UK regulations and compliance requirements 

• Quarterly gift aid returns 

• Provide financial support for grant applications 

• Support the programmes team on grant audits 

Key skills and experience 

Must have: 

• Qualified or part-qualified accountant (ACA/ACCA/CIMA or equivalent) 

• High quality analytical skills to be able to understand and analyse the financial data. 

• Strong interpersonal skills and ability to work with a variety of stakeholders 

• Experience working within financial planning, accounting and analysis, providing budgeting and forecasting support for budget holders 

• Ability to work under pressure, managing competing deadlines

• Good knowledge of Microsoft applications, in particular Excel 

Desirable: 

• Experience working with Xero

• Charity sector experience or experience of grant-giving organisations 

Key information 

Place of work: Galapagos Conservation Trust office, central London (hybrid working with min.

2 days per week in the office). This is a UK-based role, please only apply if you

are legally entitled to work in the UK and can easily travel to our London office

                                       (near Waterloo). 

Hours of work: Full time (35 hours per week) 

Salary:£35k - £40k, 25 days of annual leave plus bank holidays and day off for birthday 

Reports to:                 Finance Director

Closing Date:12 noon, 30 May 2025 

We are an equal opportunities employer and we are committed to creating an inclusive environment. GCT welcomes applications from all individuals regardless of age, disability, gender identity, sexual orientation, ethnic origin, nationality, religion or belief, or any other protected characteristic. 

GCT politely requests no contact from agencies. 

The Forest of Avon is one of England’s Community Forests and a registered charity and company limited by guarantee. The Forest of Avon was established in 1992 as one of the first England’s Community Forests and became a charity in 2008. The Forest of Avon hosts several programmes including the multi-million pound Trees for Climate and the Western Forest, delivering woodland creation and restoration across the region as well as our expert-led Nature and Health work. The charity has a growing team and an actively engaged Board of Trustees.

The Head of Finance (HoF) is responsible for overseeing all financial operations of the Forest of Avon Trust which now includes Western Forest, England’s first new national forest in 30 years covering Wiltshire, Gloucestershire and the West of England (including North Somerset).

Our new HoF will manage the charity’s financial systems, preparing accounts, supporting audits, reporting to the Board of Trustees and overseeing and reporting on the financial elements of key programmes such as the Trees for Climate grant scheme and the Western Forest. The HoF also works closely with the team and external stakeholders to expand the charity’s financial capacity, ensuring transparency and effectiveness in all financial activities.

Role Description

Post: Head of Finance, Forest of Avon (including Western Forest)
Salary: £46,305-51,146, with annual pay review  
Hours: Full-time, 37.5 hours per week, flexible work hours

Line manager: CEO, Forest of Avon / reporting to Finance Sub-Group of Board.

Contract: Permanent

(Forest of Avon are also open to considering an Interim contract whilst recruitment for a permanent role is underway – please contact Solutions for HR as soon as possible)
Location: Central Bristol. Mainly office based with the option for some home working, as agreed.

Benefits include: Staff pension, Employee Assistance package, 25 days annual leave plus bank holidays, volunteering days and staff training and social events.

Some key duties of the role include (but are not limited to):

• Prepare the annual accounts and financial statements in accordance with legal and regulatory requirements.
• Work with the charity’s auditors to ensure the successful completion of the annual audit process.
• Provide monthly and quarterly financial reporting, including budget setting, forecasts, and projections to ensure the Trust’s financial health is consistently monitored, including projects such as Trees for Climate and Western Forest.
• Present financial reports to the Board of Trustees and Western Forest Boards, providing insight and recommendations on financial strategies and growth opportunities. 
• Ensure accurate recording of grant agreements, claims processing, and reconciliation of funds in line with grant terms.
• Oversee end-of-year financial reconciliation and reporting for all funding programmes, ensuring compliance with donor requirements and financial policies.
• Provide financial input and support for the management of restricted funds, ensuring all are appropriately allocated and tracked.

The successful candidate will have/be:

• Qualified accountant (ACA, ACCA, CIMA, or equivalent) with extensive experience in financial management within a charity or non-profit sector.
• Strong experience in preparing accounts, managing audits, and financial reporting.
• Experience with grant management, including financial administration, claims processing, and reporting in relation to large-scale funding programmes.
• Strong financial analysis and reporting skills, with the ability to interpret complex financial data and provide clear insights to the Board and other stakeholders.
• Excellent communication and interpersonal skills, with the ability to engage and advise both internal teams and external partners on financial matters.
• Strong organisational skills, with an ability to manage multiple priorities and deadlines.
• Proficient in financial software and IT systems, including bookkeeping and accounting platforms.

Forest of Avon are an equal opportunity employer and applications will be considered without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, veteran status or age. The Forest of Avon is committed to safeguarding and promoting the welfare of vulnerable people and expects all members of staff to share this commitment. We seek to challenge the status quo with the power of diversity, inclusion, and collaboration. We encourage different perspectives and seek to support our team and partners to share and implement new ideas, to continue improving and to realise our full potential. 

To apply for this role please submit your CV detailing your relevant experience together with a covering letter (cover letter to be no more than 2 A4 pages) to the recruitment team.

The closing date for this role is 5pm on Monday 2nd June 2025. Interviews are likely to be held w/c 9th June 2025.

As a values-driven leader, the CEO will provide strategic leadership and operational oversight to ensure the charity delivers its mission with integrity, compassion, and impact. They will be responsible for leading a small team, managing resources, driving income generation, and ensuring compliance with all legal and regulatory requirements. As the public face of the organisation, the CEO will represent the charity to stakeholders, funders, and the wider community, building strong relationships to secure support and drive sustainability.

Lead a small team of 10 to fulfil its mission of breaking the cycle of Modern Slavery in Derbyshire and beyond. The care and wellbeing of our staff team is vital to the success of the organisation, and we are looking for a leader who understands and embodies the value of centring care and wellbeing.

About Lumos

Lumos is an international children’s charity founded in 2005 by the author J.K. Rowling to end the harmful practice of institutionalisation of children. Lumos’s mission is to fight for every child’s right to a family by transforming care systems around the world.  Our vision is for all children to grow up in safe and loving families. 

Despite clear evidence of the harms of institutionalisation, an estimated 5.4 million children worldwide continue to live in institutions. Separated from their families and communities, these children are deprived of the love, attention and opportunities they need to thrive. Our three-pronged approach is to prevent family separation, to protect children and to promote care reform. We’ve made important progress in closing harmful institutions and reuniting children with their families. And where children are unable to live with their birth families, we promote alternative family-based care, such as kinship care and quality foster care.  Thanks to our tireless efforts alongside many other champions of care reform, the harms of institutionalisation are now more widely understood. A global movement is underway and the UN, the EU and some large development agencies have joined individual countries in pledging to change how they care for vulnerable children.  We are committed to ensuring that global policy commitments are translated into local action, leading to sustainable change for vulnerable children.

JOB PURPOSE

This is an exciting opportunity for a proactive and organised operations professional to play a key role in strengthening the systems, processes and projects that will underpin our 10-year ambition. The Fundraising Operations Officer will help drive improvements in how the Fundraising team manages data, reporting and income tracking. The role supports the smooth running of Fundraising operations by improving and maintaining systems, processes and administrative functions, ensuring the global team runs smoothly and efficiently.

This is a newly established role that will offer hands-on experience in project coordination, risk escalation and CRM management, and will support you to develop technical and strategic skills in an international fundraising environment. Working closely with teams across Lumos, you’ll be part of an ambitious, values-led organisation where collaboration and continuous improvement are at the heart of what we do.

KEY OBJECTIVES

Operational Oversight

• Oversee day-to-day Fundraising operations, ensuring compliance with regulatory requirements, e.g. GDPR and IATI, across all relevant jurisdictions
• When needed, coordinate process improvement initiatives that support Fundraising delivery and create efficiencies, ensuring they work alongside those already used within Lumos
• Manage back-office functions for recruitment, inductions of new starters in the Fundraising team, and management of contractors and other suppliers as appropriate
• Provide operational support for events, including managing guest lists, monitoring expenditure, helping with venue logistics and on-the-day activities
• Help maintain and improve internal systems and team documentation (e.g., on SharePoint)
• Support the drafting of Fundraising policies, procedures and systems used by the organisation
• Maintain records of Gift Aid declarations and support the quarterly claims process

Salesforce Administration

• Act as our day-to-day administrator for our Salesforce database
• Manage the process of recording and reporting on information from Salesforce, maintaining accurate donor and income data, and ensuring up-to-date and consistent record keeping
• Take the lead on running selections and reports to support fundraising activity
• As needed, provide basic training and guidance about Salesforce for the team
• Work with the Finance team to reconcile donations recorded on Salesforce with their records

Information Management

• Support the Director of Fundraising with financial planning, forecasting, and scenario analysis to inform key strategic decisions.
• Deliver accurate and timely income and activity reporting to key stakeholders, including the Chief Executive, Trustees and the Fundraising Committee and to share with external agencies such as the Fundraising Regulator.
• Maintain the risk register, ensuring it reflects activity and can be used as a tool by the Director of Fundraising and Chief Executive

Fundraising Support

• Provide administrative and coordination support for fundraising campaigns, appeals and events
• Assist with donor stewardship, including thank-you letters and donor communications
• Respond to enquiries via the Fundraising inbox, social media or post
• Support scheduling and coordination of Fundraising meetings and cross-team projects
• Collaborate across the organisation to ensure fundraising needs are integrated and aligned

Safeguarding

Lumos is committed to ensuring the safety and protection of children, adults at risk and the wider communities in which we work. All staff and associates must:

• Carry out all duties with an awareness and understanding of the Safeguarding requirements within the area of responsibility.
• Ensure work complies with all safeguarding policies and procedures
• Ensure the that their behaviours and actions support the safeguarding of children, adults at risk and others and are in line with Lumos policies relating to conduct.

About us:

At Bluebell Wood Children’s Hospice, we support babies, children and young people with life-limiting conditions.  Our aim is to reach every family that needs our help and to offer them the very best choice of care. Every year we need to raise £6.7m to keep our doors open and only around 17% of our income comes from government sources, the rest must be raised through fundraising activity. Our uncompromisable support services are wide ranging and bespoke to each family and include overnight care, music therapy, counselling, sibling support groups, end of life care and home visits.  
 
We support families from a large geographical area, including South Yorkshire, North Nottinghamshire, North Derbyshire and parts of North Lincolnshire. The hospice is easily accessible from Barnsley, Rotherham, Doncaster, Sheffield and North Notts. We have free secure on-site parking for families and staff to use. 

The role:

We are looking for a creative and analytical mind to join us on this exciting journey! Step into the spotlight as our Commercial Insights Officer. In this pivotal role, you’ll be the detective behind our income generation strategies, uncovering hidden opportunities for revenue growth. Your insights will guide our fundraising and partnership efforts, driving us towards successful income generation goals. Reporting to the Individual Giving Manager, you’ll collaborate with a team to turn data into actionable strategies that drive our income generation forward.

The requirements:

To excel as a Commercial Insights Officer, you need strong analytical skills to identify trends and opportunities from financial and operational data, transforming these into actionable insights for income generation campaigns. Proficiency in creating compelling reports and presentations, along with monitoring KPIs, is essential. Expertise in market research to understand industry trends and competitor activities, and the ability to develop innovative strategies for pricing, product development, and sales is crucial. Collaboration with income generation, partnerships, finance, and operations teams to support data-driven decisions and improve forecasting is key. Ensuring data accuracy within the fundraising CRM, performing regular data maintenance, managing data segmentation, and providing training as the database ‘super user’ are also important aspects of the role.

In return, we can offer you a fantastic working environment and the following benefits:

· 25 days’ annual leave plus bank holidays with the option to buy and sell

· Employee assistance programme - including mental health care and out of hours GP access 

· A commitment to your professional development

· Matched pension scheme of 5% of salary

· Enhanced maternity and paternity pay

· Free parking on main site

· Subsidised lunch

· Free tea and coffee

· Cycle to work scheme

· Eligible for NHS Blue Light Card

· At Bluebell Wood Children’s Hospice we value everyone who works with us, embrace individual differences and recognise that great things happen when we work together.

Role Summary:

This is an opportunity for a well-rounded accountant to join the Bild group of charities. The post-holder will be responsible for all management accounts across a group of four charities, whose combined turnover is circa £4m per year.

Key Responsibilities and Duties:

• Oversee day-to-day accounting and financial controls
• Prepare monthly management accounts, reports, and financial statements
• Responsible for development of management reporting

• Meeting regularly with budget holders to review financial performance and outstanding commitments.

• Manage payroll, tax returns, and financial reporting for funders

• Support the Business and Finance Director in preparing annual budgets and forecasts.
• Support the Business and Finance Director with the annual audit process

As Senior Finance Officer, you will play a vital role at World Heart Beat, ensuring the effective day-to-day management of finances, financial administration, and bookkeeping, as well as informing future business planning. You will work with key personnel across the team, providing guidance and leadership in relation to budget management and financial information to support funding applications and stewardship. You will also provide excellent reporting to support the Executive and Board.

It is an exciting time for the charity, following the opening of World Heart Beat Embassy Gardens in 2023, our second site for music teaching, which includes a café, concert hall and recording studio. The operation of two sites has increased our activities and overheads, making the Senior Finance Officer role even more crucial. We have also established a CIC through which new earned income streams are channelled. The Senior Finance Officer will have the opportunity to develop and shape financial processes and contribute to forward planning.

We are committed to improving diversity and inclusion across our organisation. Don’t meet every single requirement? Studies have shown that women and the Global Majority are less likely to apply for jobs unless they meet every single specification. If you’re excited about the role but your experience or qualifications don’t perfectly align, we encourage you to apply anyway. We particularly encourage applications from underrepresented groups such as the global majority, LGBTQA+, those with a disability and neurodiverse conditions.

The role:

This is a key role within the Executive Leadership team, with accountability for Finance, Procurement and IT at the Globe. You will work collaboratively with the CEO and Executive leadership team to drive strong business as usual delivery, and provide provide balanced insight to Executive Leadership Team and the Senior Leadership Group so that they can take responsibility for questioning routines and rituals, and for streamlining processes that improve efficiency.

The Finance Director is the lead on the Audit and Risk Committee (ARC) and is a key part of other relevant committees. You will also attend and report at Board meetings, developing strong working relationships with Board members, the Artistic Director, Executive Leadership members, members of the Senior Leadership Group (SLG), the Finance and Procurement team, the Globe’s IT contractor, and colleagues throughout the Globe.

The skills:

· Chartered Accountant.

· Extensive Director level business experience in a complex organisation.

· A strategic thinker with entrepreneurial instincts

· Demonstrable experience in managing contracts.

· Experience within the charities sector including understanding of the relevant accounting, taxation and other regulatory requirements this presents.

· Empathy with the work, aims and mission of the Globe including an appreciation of the balance between the charitable purpose and commercial imperatives.

· An effective and flexible leadership and management style with demonstrable ability to inspire, motivate, coach and develop a team.

· Credibility and authority to work effectively and liaise internally with senior staff and externally with Trustees and other stakeholders.

· An excellent negotiator and influencer with string emotional intelligence and good communication skills.

· Analytical problem-solving ability with the appetite and energy to evaluate, challenge and change the status quo.

· Experience in financial and risk compliance and governance issues.

· Accessible and inclusive report writing and presentation skills demonstrated as a part of Board level reporting.

· Positive, determined, pragmatic, and resilient – able to inspire confidence and respect.

· The ability to work flexibly in a creative, fast-moving environment and understand the importance of artistic risk taking and to respond positively to it.

· Experience in, or a personal interest in the arts, heritage/museum, or creative industries.

· Experience of managing IT contracts or IT staff.

The team:

The Finance Department provides timely and accurate financial information to key stakeholders while protecting Shakespeare’s Globe assets and ensures compliance with laws and regulations in relation to financial and taxation matters. Serving as a key partner on topics requiring economic, financial and value for money inputs and expertise, the Finance Department manages Accounting and Financial Reporting, Tax, Banking Relationships, Procurement, Financial Risk Management, Contracts, Management Reporting, and external audit partners

Shakespeare’s Globe:

We celebrate Shakespeare’s transformative impact on the world by conducting a radical theatrical experiment. Inspired and informed by the unique historic playing conditions of two beautiful iconic theatres, our diverse programme of work harnesses the power of performance, cultivates intellectual curiosity and excites learning to make Shakespeare accessible for all.