Closing Date: 17th August 2025
Interview Date: 27th & 27th August 2025
Contract: This is a fixed-term contract until the 1st May 2026
About the opportunity
This is a wonderful opportunity for a selection expert to join the Supporter Selections Team at Alzheimer’s Society in what is a really exciting time for both the charity and the team. You will be joining the team as we further develop our selections by using insight, both in and post-campaign, plus develop highly relevant and individualised supporter experiences to drive our communications and improve supporter journeys. The successful candidate will play an integral role in helping us achieve this alongside exploring new and improved ways of delivering our selections and supporter journeys, plus enhancing our processes through improvements to our systems.
As a Customer Selections Analyst, you will be responsible for working with teams from across Income & Engagement to ensure the successful delivery of accurate and targeted selections to support warm marketing activity and stewardship, plus the design and production of multi-stage supporter journeys through the use of PeopleStage, our campaign planning and management tool. Your proficiency in managing and prioritising tasks will be invaluable in delivering selections on our agreed Communications Plan, and you will be pivotal in enabling our organisation to communicate with the right supporters, through the right channel, at the right time, in the right way, through the systems and tools available to you.
As a trusted expert and a critical friend to Income & Engagement colleagues and stakeholders, you will play a crucial role in deepening understanding of Alzheimer’s Society’s supporters, particularly concerning their next best action. Through using accessible campaign results, data models and other sources of insight, you will enable colleagues to test hypotheses and pivot campaign comms to drive satisfaction, loyalty, and sustainable growth across Alzheimer’s Society’s audiences.
Your strong background in using query-based systems and campaign planning and management tools, alongside having meticulous attention to detail and thriving in high-pressure environments will make you ideal for this exciting role at Alzheimer’s Society.
You will:
- Use our data selections software, Faststats, to produce insightful data selections for our Income & Engagement teams to use to engage with our warm supporters.
- Support colleagues to test hypotheses and continuously innovate.
- Foster data curiosity and collaboration.
- Play a crucial role in deepening and developing an understanding of Alzheimer’s Society’s supporters.
- Drive loyalty and sustainable growth across Alzheimer’s Society’s audiences.
About you
Your passion for continuous learning and improvement will be infectious in fostering curiosity and experimentation amongst our amazing fundraisers, driven by wanting to provide an exceptional experience for Alzheimer’s Society supporters. You will:
- Possess extensive experience in data segmentation and data selection.
- Feel at home using Excel to manipulate and manage data sets.
- Be an exceptional communicator, caring passionately about sharing ideas and working collaboratively.
- Be adaptable to changing circumstances with a positive and can-do attitude.
- Be a real team player, passionate about delivering excellent work.
- Know that we’re better together; being open and combining strengths to achieve more.
- Compassionate and honest whilst being comfortable giving and receiving radical candour.
- Continually improve and look to develop standards and performance.
- Be a successful and proven self-motivator.
What you’ll focus on:
- Delivering targeted data selections for warm marketing activities for direct mail, telephone, email, SMS, and social media channels.
- Collaborating with teams across Income & Engagement to deliver stewardship requirements and automations through the most appropriate and effective tool, exploring the use of PeopleStage and DotDigital to optimise engagement with existing supporters.
- Working collaboratively with the Supporter Insight Analysts to gain insight into audiences, and the Campaign Reporting and Optimisation Manager to gain an understanding of the impact of previous communications to enable more effective and insight-driven selections.
- Working alongside our Apteco partner to highlight process improvements to continuously refine and strengthen our selection process and provide the best possible stewardship solution.
- Implementing quality control processes to ensure that relevant suppressions and selection rules are followed, with responsibility for the accuracy of their data selections.
This is a crucial and hands-on leadership role, responsible for overseeing the charity’s financial management. You will ensure accurate and timely financial and management reporting, maintain robust financial controls, support the Senior Leadership Team in strategic decision-making, and drive continual improvements in systems and processes.
You will oversee the preparation of statutory accounts and audits, ensure compliance with Charity Commission and Companies House requirements, and develop the Finance Team to deliver excellence. To read the full job description, including information on role particulars, and why New Wine is a fantastic place to work, please download the attached document.
Key Responsibilites:
Routine Financial Oversight
· Oversee all accounting, cash management, reconciliations and authorisation of payments.
· Monitor day-to-day financial operations: banking transactions, current and deposit accounts, payroll, and other transactions.
· Maintain the fixed assets register and monthly depreciation.
· Manage cash flow, investing excess cash where appropriate.
Budgeting, Forecasting & Reporting
· Manage and prepare annual budgets and forecasts in collaboration with the Director of Operations and senior leadership team.
· Provide timely, accurate and accessible management accounts and reports for senior managers, budget holders and Trustees.
· Interpret complex financial information clearly for non-finance colleagues.
· Regularly update forecasts with a target of quarterly reporting.
Statutory Accounts, Compliance & Audit
· Lead the preparation and audit of end-of-year statutory accounts, working closely with external accountants/auditors.
· Ensure all statutory obligations are met including VAT returns, Gift Aid claims, Companies House, Charity Commission and HMRC requirements.
· Stay up to date with Charity SORP and charity sector financial regulations, ensuring compliance and training the team accordingly.
Systems, Process Improvement & Controls
· Design and implement financial systems and process improvements to drive efficiency.
· Maintain strong financial governance and internal controls.
· Monitor the effectiveness of financial practices and policies and make recommendations for improvements.
Team Leadership
· Supervise, develop and motivate the Finance Team to achieve high standards.
· Carry out quarterly reviews and provide day-to-day support.
· Foster a collaborative, proactive working culture.
Event Finance Management
· Oversee financial management at New Wine events, including systems for income reconciliation, cash controls, onsite banking and petty cash.
· Ensure accurate reconciliation of income from the event booking system.
HR & Payroll Administration
· Oversee payroll preparation and submissions including HMRC and pensions.
Other Duties
· Respond to queries from Trustees, Director of Operations, budget managers and external stakeholders as required.
· Work well with all members of the wider staff team.
· Attend and sometimes lead staff prayers and other meetings.
Person specification:
Essential Attributes
- Strong planning and organisational skills
- Excellent time-management with the ability to manage multiple priorities under tight deadlines
- Analytical approach to problem-solving and sound decision-making capabilities
- Proactive and self-motivated, with a drive to deliver high-quality results
- Commitment to high standards, accuracy, and robust financial controls
- High attention to detail and accuracy
- Collaborative team player with a task-focused mindset and proactive attitude
- Ability to positively influence and persuade others
- Discretion and professionalism in handling sensitive financial information
- Ability to think critically and maintain good judgement under pressure
Essential Skills & Experience
- CCAB qualified accountant or equivalent substantial experience
- Significant experience in financial management, accounting, and budgetary control
- Proven track record in producing management and statutory accounts, and managing audits
- In-depth knowledge of Charity SORP, financial governance, and compliance within the charity sector
- Strong verbal and written communication skills
- Proficiency in Xero and Microsoft Office, including Excel (advanced), Outlook, Word, and Teams
- Experience in payroll administration, including workplace pensions and leave accruals
- Experience of financial governance and control mechanisms
- Proactive approach to adopting new and more efficient ways of working, using the latest software where appropriate, and providing timely, accurate and relevant reports to colleagues.
- Experience supervising or line managing staff, with the ability to develop and motivate teams
Desirable Skills & Experience
- Experience managing restricted or trust funds
- Up-to-date and practical VAT knowledge
- Experience within a faith-based or charity organisation
- Experience engaging with Boards or Trustees
- Familiarity with the financial aspects of event operations
- Understanding of safeguarding, HR, or operational compliance processes
- Diplomatic approach and understanding in stakeholder engagement
Desirable Knowledge
- Strong understanding of charity finance regulations and sector best practices
- Commitment to the vision, mission, and values of New Wine
- Highly proficient in accounting systems and Microsoft 365 (Excel, Outlook, Word, Teams, Planner)
The above list of job deliverables is open and partial, and the post holder will be required to undertake such tasks as may reasonably be expected within the scope and grading of the post.
This job description is intended to summarise the primary responsibilities and qualifications for this position. The job description is not intended to include all duties an individual in this position might be asked to perform or all capabilities that may be required now or in the future. New Wine reserves the right to revise the duties outlined in this job description at its discretion.
The client requests no contact from agencies or media sales.