Gift aid administrator jobs in birmingham

The role is to support the Head of Fundraising Volunteering and Communications to achieve the overarching fundraising strategy, maximising opportunities for income generation as well as strategic aims for SIFA Fireside.

As part of a small team, the post holder will be responsible for managing all supporter and donation information on the fundraising database, regularly importing payment data from a range of sources and leading on the monthly reconciliation process. The post holder will also provide data selections and reports for SIFA Fireside’s supporter mailings and campaigns. When required, they will co-ordinate and support campaigns 

Key tasks:

1. Planning and delivering fundraising projects and campaigns, awareness events and legacy campaigns.

2. Building and maintaining excellent relationships with donors including regular Open Weeks.

3. Working with the Communications Assistant to produce assets and distribute social media content related to fundraising.

4. Supporting with managing fundraising volunteers to include Corporate Volunteer Teams and conversion to individual givers.

5. Maintaining fundraising webpages and maintaining external donation platform accounts.

6. Managing and updating fundraising resources and literature including digital, print, t-shirts, and collection tins.

7. Overseeing the recording of all payment and donor data in our CRM database Beacon, including importing donations from a range of platforms.

8. Overseeing the processing of Gift in Kind donations, running associated campaigns and scheduling callouts for needed items.

9. Managing the storing of Gift Aid declarations, talking to donors knowledgeably about tax effective giving and submitting monthly Gift Aid submissions to HMRC via Beacon.

10. Producing and monitoring fundraising KPIs.

  11. Acknowledging all donations, new and cancelled regular donors and external fundraisers and providing stewardship with external fundraising events and collections.

12. Monitoring the fundraising inbox and distributing supporter communications via email and MailChimp, while managing supporter contact consent and updating SIFA Fireside’s mailing list.  

13. Ensuring work is carried out in accordance with the fundraising regulator and GDPR and always working within charity legislation and best practice.

14. Providing support to the Head of Fundraising and Communications with ad hoc requests for data on finances, donors, and charity services.

15. Undertaking any other reasonable duties that may be required to support the admin team.

*This is not an exhaustive description of the job. Aspects will change over time and the job holder is expected to contribute to its development and progression.

Working conditions:

The Fundraising Officer post will be based at 48-52 Allcock Street, Digbeth, Birmingham B9 4DY, however there can be some flexibility dependent on the weekly schedule and agreement with your line manager.

An exceptional opportunity has arisen for a Finance Manager to join a very well-established animal welfare charity based in Solihull, with a second site in Wolverhampton. Working within a passionate and dedicated team, this role will suit an experienced finance professional with strong leadership skills and a determination to make a difference.

The organisation has been supporting dogs and the community for 133 years, employs eighty dedicated staff, and delivers vital services that improve the lives of dogs and humans alike. You’ll play a key role in guiding the charity’s financial strategy to ensure long-term sustainability.

Duties & Responsibilities

Lead and develop the finance team, ensuring effective management of budgets, forecasting, payroll, and statutory reporting.

Oversee financial governance and controls, ensuring compliance with charity and company legislation.

Provide strategic financial advice to the Executive Team and Trustees to support decision-making and risk management.

Manage the annual audit process and liaise with external auditors.

Oversee financial planning for bids, tenders, and funding applications, ensuring robust cost modelling and reporting.

What experience?

Ideally a fully qualified accountant (ACCA, CIMA, ACA, or) with proven experience in a finance role.

Experience managing finance within the charity, not-for-profit, or SME sector.

Strong leadership and communication skills with the ability to present financial information to non-financial stakeholders.

About us

Literacy Pirates’ vision is for every child to have the literacy skills, confidence and perseverance to succeed at school and beyond. We provide free, after-school literacy support to children who are falling behind in class and who have fewer opportunities for additional support due to their personal circumstances than others. Founded in East London, Literacy Pirates’ programme now runs online and serves children anywhere in the United Kingdom.
 
Literacy Pirates is on an exciting journey of growth, rolling out our innovative learning programme to reach more children than ever before. An ambitious, fast-growing charity we have set ourselves a goal of reaching 3,000 children a year nationally, by 2030 compared with 650 this year.

What we're looking for

We are looking for a talented Bookkeeper to maintain our financial records and handle financial operations in the charity.

Core duties include processing all routing transactions encompassing supplier invoices, sales invoices, bank transactions, petty cash, credit cards and treasury management. You will also make payments, prepare our in-house payroll and submit pension returns. 

You will work closely with our Finance Director to support the month end close while complying with and upholding the Charity’s policies and procedures. 

 Our ideal candidate will have experience in a similar role, ideally have worked for a charity and be familiar with Xero. You will also have at least one of the following: 

• A relevant qualification such as an accountancy or business degree
• Part or fully qualified with an accountancy body, such as the AAT
• Demonstrative qualification by experience.

Required skills 

• Proven bookkeeping experience in a similar enviroment 
• Solid understanding of financial operations in a SME environment 
• Proven ability to calculate, post and manage accounting figures and financial records 
• Accurate data entry skills along with an eye for numbers 
• Proficiency in English and in MS Office 
• Qualified to degree level, or partly or fully qualified with an accountancy body, or demonstrable QBE 

Person specification 

• Highly organised 
• Dedicated to providing excellent service and building positive working relations 
• Able to balance speed of work with a high degree of accuracy and attention to detail 
• Strong verbal and written communication skills 
• Able to work independently at times and use initiative 

Responsibilities

Process all financial transactions in our finance IMS (Xero) accurately and promptly encompassing: 

• Accounts payable 
• Employee and volunteer expense claims 
• Sales invoices, grants, donations and other income 
• Bank transactions 
• Petty cash 
• Credit cards
• Download bank records into the IMS and reconcile all bank accounts 
• Monitor savings and move funds between accounts ensuring that we comply with our investment policy 
• Operate credit control on the sales ledger and issue payment receipts to customers and donors 
• Make payments to creditors and settle expense claims 
• Prepare payroll to draft status, pay staff and HMRC, report pension contributions 
• Electronically store all required records in line with statutory requirements 
• Update contacts and restricted fund profiles in the finance IMS 
• Make Gift Aid claims 
• Operate within the Charity’s financial procedures and prevailing accounting standards 

Support the Finance Director with any of the following: 

• Operating restricted funds 
• Balance sheet reconciliations 
• Financial reporting (internal/external) 
• Budgeting and forecasting 
• Statutory reporting 
• Supporting the annual audit process 
• Any other reasonably requested duty

Birmingham Botanical Gardens (BBG) is looking for a highly motivated Development Officer with  experience to join the small but dedicated Development Team to raise funds to retore and preserve the Gardens for the benefit of everyone now, and for future generations. 
Purpose of Role

This exciting new role is vital to increase the income generating capacity of BBG’s Development Team to enable the charity to deliver its purpose and major development over the next 4+ years. In July BBG was awarded an NLHF grant of £9.075m, and has successfully raised over 90% of the capital funds needed. The priority is to close the capital funding gap in accordance with our fundraising strategy and increase funding for other projects and the day-to-day operation the charity, long term. BBG receives no public subsidy and must raise all income from visitors, trading, events and fundraising. The Development Officer post has been created to increase fundraised income for the charity, cultivating and stewarding an expanded and sustained funding and supporter base.

In line with current priorities, the postholder will be required to raise commercial sponsorship income, and income from major donors/individuals to meet capital and operational targets/KPI’s. The postholder will be expected to create sponsor/donor packages, deliver cultivation events and steward donors and supporters on all aspects of fundraising as directed. The postholder will have experience of managing sponsorship agreements to ensure value, compliance and delivery of benefits. 

The role will share responsibility for the management of data, compliance and stewardship of growing funding streams and support the administration of the Development Function. The Development Team raises and manages funds from grants, trusts and foundations, individuals, organisations, business, legacies, etc, and the new postholder will work with the highly effective and dedicated team of Development Director and Development Manager and with the wider BBG team.

Key Responsibilities

· Achieve income and performance targets in accordance with BBG’s agreed Fundraising Strategy and business needs, as directed by the Development Director.

· Raise funding with compelling case for support from sponsors/from individuals, to meet the targets of the Major project, and  fundraising from other sources such as grants, as agreed.

· Contribute to managing BBG’s development/fundraising function data, ensuring accuracy of data and information on BBG’s Spektrix/CRM system to comply with internal requirements and the Data Protection Act.

· Work with Horticultural, Marketing, Learning & Engagement, Finance Teams and other staff to formulate proposals, maximising opportunities for raising funds to support core functions and projects, once the capital is secured.

· Manage funding contracts with sponsors and those of all Development funders -including payment schedules, high quality impact reports, monitoring and compliance with any conditions of funding.

· High quality personalised stewarding of all donors and supporters, ensuring BBG’s reputation as an exemplary charity is maintained. Respectful approach in all fundraising.

· Research and cultivating funding prospects and submitting high quality well-researched applications, securing new supporters and interest within the wider funding strategy.

· Work with Marketing to manage fundraising messaging and communications, including digital, print and press coverage, all in accordance with fundraising regulation. Liaise with BBG Finance staff to ensure reporting meets BBG’s wider business and charitable requirements.

· Liaise with BBG Finance to ensure reporting meets BBG’s business/charitable requirements.

· Support with organising relevant cultivation events/visits to the Gardens, special thanks and stewardship delivery outcomes, talks, events, tours and hospitality.

· Maintain up to date knowledge of legislation, and industry codes of practice on fundraising. Ensure compliance with the Charities Act, Data Protection Act and Fundraising Regulator Codes of Conduct and Best Practice. Conduct due diligence.

· Manage any volunteers working in support of the development function at BBG.

· Deliver donor benefits and acknowledgements.

· Demonstrate a commitment to working as a member of the BBG team, assisting with other activities, sometimes working overtime and in the evenings.

· Be happy, confident and proactive in developing Development and Fundraising relationships, in person, beyond the Gardens’ boundaries and representing the charity externally.

· Demonstrate an active commitment to Equality, Diversity and inclusion.

· The above is not an exhaustive list of duties and the postholder will be expected to perform different tasks as necessitated by their changing role within the organisation and the overall business objectives of the organisation.

Please see attached job pack for the person specification.

We’re seeking an innovative Finance Officer to support our work and
build a strong internal resources team. If you enjoy looking for better ways of working, process improvement and
the challenge of integrating emerging technology into everyday finance, this may be the role for you. You will work closely with the Secretariat, providing cross-cover support, facilitating our teams to deliver our Impact goals, strengthen locally led action, and help shape our global positioning for children and families.
If you’re an innovative, pro-active, finance professional we’d love to hear
from you!

Location:  Remote, home based within the UK

Contract type:  Permanent

Working hours:  24.5 / 0.7 FTE (flex up to 0.8 FTE per week)

Grade:    C

Reporting to:    International Finance Manager

Line manager for:  N/A

Job Purpose:

This role sits within Family for Every Child’s (Family) Sustainability team, providing comprehensive support for all aspects of financial management.  The Finance Officer will work closely with the Secretariat, providing a central support function for the Sustainability, Impact, and Innovation teams.  This role will support the International Finance Manager (IFM) in building an internal finance function and will work with Family’s outsourced financial service provider in the UK to transition support in-house, ensuring efficient income and expenditure processing, reconciliation and reporting.

This role includes study support to become a qualified accountant (ACCA) with the potential for role development linked to successful exam progression. Family offers a study leave policy of 10 days over a rolling 12 month period (pro rata for part time staff).

Scope and Limits of Authority:

The post holder is expected to organise their own day-to-day activities according to the overall priorities and timescales set, and to exercise sound judgement in many critical decision-making areas.

• Purchase delegation of £1,000; invoice approval delegation of £2,000

• This role does not have budgetary or line management responsibility

• Processing of personal and confidential data

Key Responsibilities:

Finance administration

• Principal point of contact for staff and suppliers (purchasing, expenses and payments).

• Managing and organising the finance inbox, ensuring queries are answered in a timely manner and ensuring good supplier relations are maintained.

• Processing all invoices and expenses onto the accounting system, ensuring correct coding and allocation of costs.

• Preparation of domestic and international payment runs, ensuring international payments are compliant with local requirements and following up on any issues.

• Working closely with the Programme Officer to track the status of grants and ensure outgoing payments are received.

• Managing the prepaid cash cards and monthly sign off of spend, supporting staff with purchases and expenses, checking and updating expense claims prior to processing of payment.

• Bank reconciliations, monitoring bank activity, ensuring invoices/expenses paid by direct debit are processed and approved as required, maintaining supplier details up to date.

• Preparation of monthly journal entries for review and approval by the IFM.

• Acting as the main point of contact for staff to provide guidance on all operational financial policies and procedures.

• Leading on continuous improvement to operational finance processes, including the use of AI technology to streamline processes and improve efficiency.

Payroll

• Preparation of monthly UK payroll.  Working closely with the HR Officer to ensure all adjustments are processed.

• Preparation of monthly UK pension submissions within the required deadline.

• Processing all pension changes, including auto-enrolment and adjustments to contributions.

• Checking calculations for EOR and international payrolls.

• Preparation of monthly payroll allocation journals for review and approval by the IFM.

Financial budgeting and reporting

• Supporting and coordinating the budgeting process with the International Finance Manager and budget holders, updating the budget templates and checking the draft budget for accuracy and completeness.

• Supporting the production of monthly and quarterly financial reports and cash flows, reviewing trial balances prior to accounts consolidation, carrying out income reconciliation  review by the International Finance Manager, and completing sample checks of the financial reports.

• Supporting the preparation of the accounts for the annual audit and financial report

• Supporting the Impact team by reviewing project budgets, re-forecasts and financial reports prepared by members

Income processing and reporting

• Carrying out the income reconciliation between the Bank and Salesforce, working with the Database Officer and Analytics & Process Officer to ensure the necessary adjustments to the database are made.

• Ensuring income recognition is in line with accounting standards and preparing and uploading draft journals for recognition of income to Xero.

• Preparing and completing HMRC Gift Aid submission files, monitoring the Gift Aid debtor balance and receipts from HMRC

• Assisting the IG Finance Manager in administering and reporting on legacy income 

• Carrying out financial analysis and reports as needed for donor reporting, forecasting and financial modeling.

Cross Cover support

• HR:  Managing the monthly payroll process with the outsourced provider including provision of data, and checking reports and calculations, for UK payroll and all international payrolls

• HR: Maintaining day to day liaison with line managers and any outsourced payroll and employment providers (EOR).

• Fundraising:  Assisting the Supporter Care team with income processing, including regular payment processes

• Impact:  Assisting the Programme Officer with purchase orders and grant management as needed to cover periods of leave and heavier workloads (i.e. during events, etc…)

Self management

• Bringing a results focused, open and collaborative way of working to all you do to include agility, flexibility and an innovative approach, supporting colleagues to thrive in a remote working environment

Undertaking any other reasonable duties as required to support effective financial support across the Secretariat and wider Alliance.

The Key Responsibilities above set out the priorities for this role which will shift and develop to respond to the evolving nature of Family.

Family for Every Child is evolving and in order to support the Alliance the role of the Secretariat has to adapt and respond to the changing needs of the members.  This has an impact on each and every role within the Secretariat, therefore flexibility is key and the ability to respond to change, shift responsibilities and work collaboratively underlies the approach all staff need to take.

Person Specification:

Education, qualifications, knowledge and experience

Essential

• Proven experience of working within a finance function.

• Working knowledge of UK accounting standards, bookkeeping and finance administration

• Advanced IT literacy, with strong knowledge of Microsoft Excel

• Experience of using accounting software, ideally Xero with ezzybills and ApprovalMax

• Excellent numeracy and analytical skills with a high level of accuracy and attention to detail.

• Confident use of fundraising databases and/or customer relationship management systems

• Willingness to undertake professional qualification in accounting (ACCA).

Desirable

• Qualified AAT level 3, HNC or equivalent bookkeeping/finance experience 

• Experience of working remotely or with remote-working colleagues and of working as part of an international team across different timezones.

• Experience of working within a network organisation.

• Experience of working in a multicultural setting

• Experience of working with Google Apps

• Knowledge of Charity SORP, Power BI, Salesforce

• Payroll qualified or ability to take on payroll training.

• Willingness to explore the use of AI and other technologies to improve and enhance the finance function.

Skills and personal attributes

Role specific skills

• High standard of numeracy and analytical skills

• Strong organisational and time management skills, with the ability to prioritise a high volume of work and meet deadlines.

• Excellent reconciliation skills, with a systematic and rigorous approach

• Quick and accurate keyboard skills, and attention to detail, with the ability to maintain high standards of accuracy under pressure

• Ability to manage delays and solve problems

• Ability to maintain a high degree of confidentiality in relation to a range of information

The following skills and personal attributes are expected of all staff

• Flexible and adaptable; willing to contribute to other streams of work and across teams

• Bringing a results focused, open and collaborative way of working to all you do to include agility, flexibility and a ‘can do’ mentality, supporting colleagues to thrive in a remote working environment.

• Highly skilled communicator, in different formats, capable of working across languages and cultures with a high level of fluency in English (using translation and interpretation support as relevant)

• Flexibility to work outside typical working hours and days and across time zones

• Highly organised and self-motivated, able to manage and deliver on multiple concurrent tasks

• Competent IT proficiency across a range of packages, able to learn quickly and troubleshoot problems independently

• Ability to use initiative and work without close supervision, working both as part of a team and as an individual

• Excellent command of English (oral and written) is a must, but working knowledge of Spanish, Portuguese, Russian, Arabic or French is appreciated to broaden the range of language skills within the Secretariat 

Travel

• Limited to annual team planning day (UK)

About the role

You will be home based and will need to travel in the UK, Eire, Europe and further afield as the role develops. 

You will need some storage space available for Charity materials.

If you are self-driven, motivated, and want to help others achieve something amazing in support of Histiocytosis UK, we would love to hear from you.

You are likely to be in a similar role at another charity or have the right experience and transferable skills from another sector. You’ll be confident, enthusiastic, and an exceptional influencer with great customer care and communication skills.

There will be ample opportunity to shape the role, lead on specific projects and put your ideas into action.

The role will be mainly remote working so your experience and motivation will be key in this role so that we can achieve tangible results. 

Who we need?

You will be an excellent communicator, face to face, online, phone or email. You know the importance of listening, and you are the sort of person that brings focus and calm to difficult situations. Prioritising your workload is second nature. Perhaps most importantly of all, you’re energised and driven by a passion for learning and making life better for those with a long term and/or serious illness.

A degree is not essential, but a communication and fundraising skills qualification is desirable. It is important that you have a high standard of writing, and that you are on good terms with your computer, particularly MS office, email and maybe even Mailchimp, Zoom, Sage Accounting, Spreadsheets etc.