Income generation officer jobs

Assistant Director of Fundraising (Major Donors)

Are you a senior major donor fundraiser ready to take on a broader leadership role — while helping bereaved children and young people rebuild their lives?

You will join a well-established UK charity supporting children, young people and families facing the devastating impact of bereavement. Through specialist counselling, group programmes, creative therapies and expert support, the organisation ensures that no child has to navigate grief alone.

As Assistant Director of Fundraising (Major Donors), you will combine hands-on relationship management with strategic leadership responsibility. This is more than a portfolio role — you will help shape the direction of income growth across the organisation.

In this role, you will:

• Lead and grow a portfolio of high-value donors and prospects

• Build meaningful, long-term relationships with high-net-worth supporters

• Develop compelling proposals and secure significant multi-year gifts

• Confidently lead donor meetings and make high-value financial asks

• Own and drive the major donor pipeline, forecasting and income targets

• Line manage and support fundraisers within the team

• Work closely with senior leaders and trustees to maximise donor engagement

• Use events strategically as cultivation and stewardship opportunities

• Deputise for the Director of Income Generation and contribute to strategic planning

You will bring:

• A strong track record of securing major gifts

• Deep understanding of major gift pipeline management and income forecasting

• Experience working to ambitious financial targets

• Confidence operating at senior stakeholder level

• Excellent written skills and the ability to craft persuasive proposals

• Strong CRM and data management capability

• The leadership skills to influence peers and drive collaboration

Most importantly, you will be values-driven, emotionally intelligent and motivated by the opportunity to help young people find hope and resilience after loss.

Why this role?

You will have genuine strategic influence. You will shape a growing major donor programme. And you will see directly how the income you secure transforms the lives of bereaved children and families.

If you are ready to step into a role that blends leadership, strategy and meaningful donor relationships — we would love to hear from you.

#Major Donors #Philanthropy #Fundraising

Cymdeithas Elusennol Ynys Môn is seeking an experienced Honorary Treasurer to provide professional financial advice and guidance to its Board of Trustees. This is a paid, advisory role (non-trustee) focused on financial oversight, risk management, and supporting informed, sustainable decision-making.

Working closely with the Board and CEO, the postholder will help ensure the charity’s finances are well-managed, transparent, and compliant with charity law and accounting standards, including SORP. The role involves approximately two days per month, with hybrid working arrangements.

This is role offers the opportunity to apply senior financial expertise to the stewardship of a charitable fund for the benefit of communities across Ynys Môn, now and for future generations.

Applicants should hold a recognised professional financial qualification or have equivalent senior-level financial experience.

ABOUT US

SCOTLAND: The Big Picture (SBP) is a charity that works to make rewilding happen across Scotland, in response to the growing climate and biodiversity crises.

Our vision is of a vast network of rewilded land and water, where wildlife flourishes and people thrive.

We are an agile and progressive team that works in a spirit of collaboration with many different interest groups to:

• Drive support for rewilding.
• Commit more land and water to rewilding. 

THE PURPOSE OF THIS ROLE

SBP is a growing organisation with an exciting portfolio of rewilding projects across Scotland. In tandem with ecological recovery, we work to develop nature-based

business models to establish rewilding as an economically viable land use in Scotland.

We deliver immersive Rewilding Experiences and a growing programme of Rewilding Training and Study Tours.

We are seeking a highly organised and financially astute individual, with sales experience, to take operational ownership of our Rewilding Experiences and to support our Rewilding Training programme over the next six months. The primary focus will be:

• Ensure the efficient delivery of our 2026 programmes
• Maximise bookings and income to support cost recovery
• Contribute to the development and planning of our 2027 programmes

The role would ideally suit someone based in the Scottish Highlands, although consideration will be given to applicants based elsewhere in Scotland.

Please see attached the full job description and person spec.

Battersea has entered an exciting phase of innovation and transformation as we embark on the second year of our new five-year strategy. With increased investment in income generation starting, we are expanding our team to drive the growth necessary to achieve our organisational goals.

Trust fundraising at Battersea has grown significantly over the past few years, from £1m in 2022 to £2.6m in 2025. Working closely with another Trusts Manager, the Trusts Officer and Trusts Lead, you will secure vital funding from Trusts and Foundations to support the welfare of dogs and cats across the UK and internationally.

As the Trusts Manager, you will manage your own portfolio of five-figure Trust donors and take ownership of relationships to secure funding from both existing and new supporters. You will also support the Trusts Officer to deliver bi-annual Small Trusts Mailings and the Trusts Lead to deliver significant partnerships.

You will be proactive and motivated, with a passion for animal welfare and an aptitude for building relationships. You are a strong communicator with excellent writing skills which will enable you - with support from the team - to craft compelling funding proposals that resonate with donors.

What we can offer you:

In return for your commitment to our cause and to recognise the value of our employees, Battersea offers a range of benefits to support the wellbeing of our employees. These include:

• 28 days of annual leave (plus 8 days paid public holidays) per year
• Discounted gym membership and cycle to work schemes
• Employee Assistance Programme and access to Wellbeing Resources
• Generous pension contributions - up to 10% employer contribution
• Free healthcare cash plan, where you can claim for a range of treatment including dental, optical, physiotherapy, chiropody and acupuncture every year
• Annual interest-free season ticket loans

We are also committed to providing learning and development to our employees. During your time with us, we provide support for your professional and career development, including access to digital and in-person training programmes, leadership and management training, mentoring and much more.

Our hybrid working model:

We operate a 50% onsite hybrid working model, with our office-based staff splitting their time between site based and home working. This enables our office-based staff to balance the benefits of home working with onsite collaboration and maintaining a connection to our cause.

Diversity and inclusion:

We are committed to providing a welcoming and inclusive experience for all staff, volunteers and trustees and those hoping to join us. We operate an anonymised shortlisting process and actively seek to ensure our process is fair and equitable for all.

We understand the value of diverse voices, perspectives, and experiences to help us deliver even more for our dogs and cats, and we welcome applicants from all sections of the community.

As a Disability Confident Committed Employer we will ask about any adjustments you may need at application and/or interview stage, and if you are offered a role with us, we’ll talk to you about any workplace adjustments you may need to help you perform at your best. Greyscale copies of the recruitment pack are also available on request.

More about us:

At Battersea, we aim to never turn away a dog or cat in need of help. We give each one lots of love, expert care and get to know their characters and quirks so we can find them a new home that’s just right for them. Join us and help us be here for every dog and cat, wherever they are, for as long as they need us.

Acceptable use of AI:

At Battersea, we value expertise. We recognise each candidate that applies to us will have a range of expertise they can offer us, so we want to hear about this in your own words. We understand the support that generative artificial intelligence (AI) software can offer but it can also lead to numerous applications presenting as generic and impersonal. This makes it difficult to gain understanding of your unique experience.

To best showcase yourself, we encourage you to write your responses without the assistance of AI. If you require the use of AI software to aid in completing your application, we ask you use the generative responses as a prompt for writing your answers and avoid copying and pasting. You must also ensure the information presented in your application accurately reflects your experience.

Closing date: 27th March 2026
Interview Date(s): First Round - w/c 13th April 2026; Second Round - w/c 20th April 2026

For full details on the role, please download the recruitment pack.

Join our Team

Relationship Giving Manager

Hours: 37.5 hours per week (Flexible working will be considered)

Salary: £29,008 - £36,778 FTE (Subject to ongoing upward pay review)

Department: Fundraising

Location: 1 Northgate Road, Middlesbrough, TS5 5NW

The Relationship Giving Manager plays a leading and hands on role in designing and implementing the supporter acquisition, retention and development plans. Focusing on growing reach, engagement and ultimately income across Individual Giving, Legacy and In Memory activity.

The postholder will manage, coordinate and deliver a variety of donor acquisition, conversion and retention campaigns and communications that make up the donor acquisition and supporter development programmes to deadline and within budget across various mediums including print, digital, face-to-face and direct marketing etc.

The postholder will also.

• Track the performance of campaigns and monitor performance metrics, including campaign results against agreed KPIs

• Ensure continuous testing, collate learnings and make recommendations to guide future activity

• Ensure effective maintenance and retention of active, lapsing and lapsed supporters

• Work with the wider fundraising team to design and implement supporter journeys for all individual donors and supporters including legacy prospects and pledgers

• Contribute to the development of the legacy marketing plan, implementing annual and ongoing initiatives to build a sustainable legacy pipeline

• Identify new channels and audiences to promote activities and products amongst existing donors/contacts and new prospective donors

• Develop strong relationships with external third parties promote the charity as a local beneficiary

If your goal is to develop your career in fundraising in a rewarding role with plenty of opportunities to make a difference to the lives of local people, then we want to meet you.

At Teesside Hospice, we believe in making every moment count. Our team is dedicated to providing exceptional, specialist care and support to patients and their families during challenging times.

People are at our core. We offer a supportive environment with opportunities for professional growth and development and are always aiming for the highest standards and working environment. Our teams work positively together, collaborating to ensure our patients get the best care, and staff enjoy a fulfilling career knowing they make a real difference in people's lives.

Our values are Compassionate, Skilled, Accountable, Trustworthy and Principled - working here means being part of a community that focuses on empathy, respect and teamwork. We're there for everyone who needs us and are on a mission to change the way society and healthcare systems care for people.

Join us at Teesside Hospice and be part of a place where your skills and compassion can truly shine!

Closing date for applications is 16th March 2026, but we reserve the right to close the advert earlier if we have a high volume of applications.

Teesside Hospice is committed to eliminating discrimination and values diversity in the workplace.

This role requires a DBS check. We will do this for you.

Job Summary

The Philanthropy Manager will develop a philanthropy strategy, building on the partnerships and resources already in place. You will develop a pipeline backed up by robust prospect research (some administrative assistance will be provided), and instigate a cultivation and stewardship programme, typically adopting a staged approach to major asks.

You will be accountable for the acquisition, development, and stewardship of high value supporters for CUF, both individual philanthropists and non-statutory grant-making bodies. You will develop and strengthen relationships with existing donors, as well as identifying warm prospects currently not supporting CUF financially. A key part of your role will be meeting and engaging major donor prospects to grow the pool.

You will engage with Trustees and senior leaders, to identify and nurture Christian philanthropists and grant body decision-makers within their spheres of influence.

You will lead on developing cases for support and writing grant applications, helped by the wider staff team.

The successful candidate will be a self-starter with high levels of motivation, and the ability to both develop and operationalise strategy as a member of a small team. You will have a track record of successfully initiating, managing and developing relationships with High-Net-Worth individuals and grantmaking bodies, and securing donations and grants, via proposals or through face-to-face meetings, as required.

How to apply

For an informal conversation about this role and for more information, please contact our Deputy CEO, Adam Edwards please see job pack for details. 

To apply, please email an up-to-date CV and covering letter (please note that only CV’s accompanied with a covering letter will be considered for shortlisting) of no more than 2 pages, outlining your relevant skills and experience, relating to the listed responsibilities and person specification to: HR Officer, please see job pack for details.

Closing date: 17:00 Tuesday 24th March, with interviews to be held on 2nd April online.

About our team:

Fun runs, sky diving, fetes, sponsorship, donations, supporter relationships…we fundraising folk love to prove the difference we make. 

We’re small enough to be a close-knit team where you can see the difference your projects make to the care we give every day, yet big and ambitious enough for you to grow and explore new fundraising events and techniques, as well as support you with training, opportunities and fantastic wellness benefits.

About the role:

We’re on the lookout for a passionate and personable experienced fundraiser to become a valued part of our close-knit team.

Reporting to the Community, Corporate and Events Lead, this role supports our ambition to generate income through community fundraising, corporate partnerships, and a wide range of events. You will proactively manage projects and build strong relationships with individuals, businesses and community groups, while also line-managing two enthusiastic team members.

Alongside maximising opportunities with our existing supporters, you will play a key role in developing and nurturing new ideas, partnerships and activities. Your work will help to grow this vital income stream and ensure we continue to connect meaningfully with the communities and organisations that champion Princess Alice Hospice.

This is primarily an office‑based role due to the team‑management and supervisory responsibilities. We expect most work to be carried out on-site to support new team members and ensure effective collaboration. However, once established in the role, there may be scope to work from home up to two days per week, depending on performance, team needs, and operational requirements.

About you:

For you the supporter is key, whether they’re a running in a marathon, holding a tea party, or a corporate partnership taking part in an international sponsored bike ride.

You’ll be enthusiastic, highly organised, and able to multitask effectively. With strong verbal and written communication skills, you’ll also have some experience in charity fundraising, particularly community fundraising—whether voluntary or paid. Strong in administrative tasks, you’ll be confident in managing multiple responsibilities while maintaining attention to detail. Above all, you’ll be passionate about community fundraising and building meaningful connections to support a great cause. 

If you love building relationships, inspiring generosity, and making a real impact, we’d love to meet you!

As well as our competitive salary package and the opportunity of joining an organisation where you will be able to make a difference, we offer a range of great benefits, which include:

• 27 days’ annual leave, plus recognised public holidays – rising to 29 days after 5 years’ service and 33 days after 10 years’ service (pro rata for part time)
• Training support and development opportunities
• Free onsite parking
• Subsidised meals at onsite canteen
• Employee Assistance Programme – promoting staff wellbeing
• Access to Blue Light Card discount
• Access to Pension Scheme
• In – house laundry of uniforms, plus excellent changing facilities (with showers)
• Wellbeing - We provide a programme of activities, opportunities and guidance to inspire and support our employees to live a healthy life, at home and at work

Join us in creating meaningful change while working alongside a supportive and dedicated group of like-minded individuals who truly care about the cause.

Let’s make a difference together.

About Us:Princess Alice Hospice is a charity supporting people in life, death and grief. We’re dedicated to working closely with individuals, communities and organisations in the London Boroughs of Kingston and Richmond and large parts of Surrey, to ensure more people receive the support they need. 

Do you pride yourself on being a great communicator, strategic thinker and a good leader?  Do you want to make a real difference to people's lives?  If so, we have the job for you.

Job Title:   Head of Charity                                                                                       

Location:   Home-based, with regular travel to TALK groups, meetings and events across Guildford, Ashford, Walton-on-Thames, Woking and surrounding areas

Working Hours:4 days per week, with flexibility as required

Salary: £36-£40K (£45-50K FTE)

Contract Type: Permanent (subject to a 3-month probationary period)

Benefits: 25 days annual leave (pro-rata for part time work); Company Pension Scheme

Accountable To: Board of Trustees, through the Chair

About us

TALK Surrey CIO is a small local charity dedicated to supporting people affected by stroke and aphasia, an acquired language and communication difficulty. People with aphasia can often feel isolated and lose their confidence.  We provide group activities, home visits, and community services designed to improve quality of life and foster social connections.  Our team of trained volunteers and two existing part-time staff provide an inclusive and supportive group environment for our members to practise their communication skills, share experiences and enjoy each others' company.

We are seeking a dynamic, compassionate Head of Charity to be responsible for leading our organisation, ensuring our services are high-quality, sustainable, and responsive to the needs of our members.  You would be responsible for the overall leadership, management and development of TALK, including thinking ahead to expand our range of services. You will ensure the charity is well governed, financially sustainable and delivering high-quality, person-centred services aligned to its mission.

You would work closely with Trustees, staff, volunteers, members and other stakeholders to shape the charity’s future, strengthen partnerships, and ensure effective service delivery.

About you

Ideally you will have: 

• Experience in managing or leading a small organisation, charity or service.
• Strong leadership and organisational skills, with the ability to manage competing priorities.
• Experience developing and improving services based on user need and evidence.
• Excellent communication and relationship-building skills.
• Experience supporting, supervising or managing staff and/or volunteers.
• High emotional intelligence and commitment to person-centred services.
• Commitment to equality, diversity and inclusion.
• Ability and willingness to travel locally to TALK groups and meetings.

Experience working in the voluntary or charity sector and an understanding of charity governance, compliance and accountability would be desirable, as would some knowledge of stroke, aphasia or related health and social care services. Other desirable attributes are: Experience of fundraising, grant management or income development and Experience of volunteer management and community engagement.

For more information, please see the attached Job Description

We are looking for someone who sees communications and development as a strategic act — someone who understands that brand, partnership, advocacy and fundraising are interwoven. Someone who is excited by the possibility of building a mixed economy that supports artistic risk, sector innovation and long-term civic contribution. 

We would like to hear from candidates with significant senior experience in communications, marketing and brand guardianship, ideally in the arts or creative industries; experience of driving engaging storytelling with creative flair and strategic purpose; and a proven track record of stakeholder engagement and external relations within a charity, cultural or non-profit organisation, developing and implementing strategies that grow visibility, engagement and income. 

You’ll also bring experience of working at a senior leadership level, leading teams in the delivery of high quality, impactful campaigns – along with excellent interpersonal and communication skills; a proven ability to successfully build and maintain stakeholder relationships; a positive, proactive, and solution-focused approach; and a genuine interest in the arts and culture. 

Location is either Birmingham or Nottingham (subject to base of postholder)

Salary: £60,000–£70,000
Contract: Permanent, Full-time (37.5 hours per week, occasional evenings/weekends)
Location: Onsite – South Bristol (224 Youth Zone)
Closing date: 9^th March

Interviews: 13^th March (virtual) and 18^th or 19^th March (in-person)
Benefits: 33 days annual leave ( birthday leave), cycle to work scheme, Employee Assistance Programme, enhanced family leave, free gym access once the Youth Zone opens, and access to OnSide’s Talent Academy for training and development

We are delighted to be partnering with 224 Youth Zone to recruit for their new Head of Fundraising and Communications. Set to transform opportunities for young people across South Bristol, 224 will be a state-of-the-art space open seven days a week, providing a safe, inspiring environment for young people aged 8–19 (and up to 25 with additional needs).

As Head of Fundraising & Communications, you will play a pivotal senior leadership role in securing the £1.4m annual income required. You will build and deliver an ambitious income strategy, lead a high-performing team and oversee all aspects of fundraising and external communications. Your focus will be on managing high-value donors with an emphasis on individuals and corporates, sourcing, securing and managing multi-year funding relationships.

Working closely with the CEO and Trustees, you will build the Youth Zone’s fundraising strength from the ground up, ensuring exceptional stewardship, effective reporting, and a strong pipeline for future growth.

To be successful as the Head of Fundraising and Communications, you will need:

• A strong track record of generating income in either the charity or commercial sector, comfortable with managing relationships and working to targets
• Demonstrable success in developing income generation strategies
• Experience managing and motivating a high-performing team
• Outstanding relationship-building, communication and presentation skills

Ashby Jenkins Recruitment are a specialist charity recruitment agency, we use our extensive sector knowledge and experience to match candidates to the most suitable charity jobs. We are passionate about improving equality across the sector, you can read more about our commitment to diversity here.

We take a relationship-led approach to recruitment in the charity sector and partner with you as the leading charity recruitment agency.

If enough applications are received the charity reserve the right to end the application period sooner.

If you would like to discuss this role with us please quote the reference 2880AJ

This senior leadership role oversees a portfolio of 13 high-performing, award-winning retail shops generating over £3.5m in annual sales. The role is responsible for maintaining and growing this performance through strong leadership of paid staff and volunteers, working closely with the central trading team and hospice colleagues.

The post holder balances commercial focus with creativity, accountability and strong people skills, supported by a genuine passion for retail excellence. Retail is a vital part of the hospice’s long-term success and sustainability.

The Hospice of St Francis provides free care across West Hertfordshire and South Buckinghamshire. Over 80% of its income comes from trading and fundraising. Our retail operation is one of the strongest in the sector, with innovative shop formats, committed volunteers and teams delivering excellent customer service.

Experience:
Extensive senior retail management experience across multiple sites or channels, ideally within a charity or values-led organisation. Demonstrated success in increasing sales income and net profit while maintaining strong cost control.

Growth & E-commerce:
Proven experience developing and growing online or e-commerce sales, alongside identifying and delivering new business opportunities, including expansion of shop portfolios.

Leadership:
Strong, inspirational leader with a track record of developing high-performing teams of staff and volunteers. Experienced in collaborative working with marketing and wider support teams.

Skills:
Highly commercially astute with strong analytical capability and a solid understanding of profit and loss. Excellent communication, negotiation, and relationship-building skills.

Other:
Full UK driving licence and access to transport. Flexible approach to working hours, including weekends.

We reserve the right to close this advertisement early if we receive a high volume of suitable applications.

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

About Us

The MacRobert Trust is rooted in the enduring vision of Lady Rachel MacRobert. Guided by our three MacRobert Pillars and our bold 10-year strategy, we invest in initiatives that deliver lasting social, environmental and economic benefit.

From managing our estate and charitable activities to operating our country house hotel, Douneside House, we are a dynamic and evolving organisation with a strong heritage and a forward-looking ambition.

The Opportunity

This is a pivotal senior leadership role, working closely with the CEO, Board and Senior Management Team to ensure the Trust remains financially robust, strategically focused and operationally effective.

You will:

• Provide strong financial leadership, governance and assurance
• Lead and mentor a high-performing finance team
• Deliver insightful reporting, planning and long-term financial strategy
• Partner across the organisation to strengthen business performance
• Oversee governance, risk and (when required) company secretarial duties
• Lead strategic oversight of IT and Marketing systems and external partners
• Support commercial performance, including our hotel trading subsidiary
• Drive continuous improvement across systems, processes and reporting

This is a broad, hands-on role suited to someone who enjoys operating both strategically and operationally in a small, collaborative organisation.

About You

We are seeking an experienced finance professional with strong leadership abilities, exceptional business partnering skills, and advanced analytical expertise. The ideal candidate is commercially minded, demonstrates logical thinking, and is comfortable looking beyond the numbers to gain a deeper understanding of both the business and the people shaping it.

Knowledge, Qualifications and Experience

• Professionally qualified accountant (CA, CIPFA, CIMA, ACCA or equivalent).
• Operated at senior management level; demonstrable cross-organisational management beyond one function.
• Proven experience leading or co-leading change/transformations.
• Strong systems background/interest, with proven experience in delivering systems changes or improvements.
• Experience in governance accountability.

Desirable

• Understanding of wider organisational systems (risk, H&S, payroll).
• Previous experience in wider business activities such as IT and marketing.

Experience across governance, IT, marketing or wider operational oversight would be advantageous.

Why Join Us?

This is an opportunity to influence strategy and deliver meaningful impact within a values-led organisation.

We offer:

• Competitive salary
• 30 days’ annual leave rising to 38 days
• 9% employer pension contribution
• Income protection and life insurance
• Enhanced family and sick pay
• Paid volunteer leave
• Professional membership support
• Complimentary access to our on-site health club and swimming pool

The role is primarily based at our Estate Office in Tarland, Aberdeenshire — ideal for someone who values access to the countryside and a unique working environment.

How to Apply

Please read our full candidate pack. It includes full details on how to apply.

Closing date: 22 March 2026

Interviews: From week commencing 23 March 2026

Role summary

Are you a forward-thinking finance professional who wants to use your skills to change lives? Are you highly motivated, organised with an eye for detail? Do you enjoy responsibility and working with figures, solving problems and completing tasks to a high standard? 

Help empower a global community by leading finance at Shift.ms and its trading subsidiary, realworld ms. We’re looking for a highly organised and self motivated Finance Manager to support its growth ambitions. Reporting directly to the CEO and Head of Operations, you’ll turn figures into insights, helping us solve problems and shape the long-term strategy that allows us to support more MSers than ever before.

Why Shift.ms?
Shift.ms, the social network for people with MS (MSers), launched in 2009. Founded by MSers, for MSers, the charity supports many thousands of recently diagnosed people across the world as they make sense of MS. Shift.ms has an engaged, global community of over 80,000 members, driven by people with MS. From diagnosis, MSers join to connect with others, get the support they need, and together, learn to proactively manage their MS. 

realworld ms was founded in 2024, realworld ms operates as the industry-facing subsidiary of Shift.ms. realworld ms enables MS stakeholders to draw on real-world evidence to develop products, treatments and services that meet today’s MSer needs.

What we expect from you

Working alongside the Head of Operations, CEO and department heads, your responsibilities will cover Shift.ms and its wholly owned subsidiary, realworld ms ltd, as follows:

Financial management

• Be the primary point of contact for our Treasurer, Accountant and External Auditor;

• Review and constantly improve processes and internal controls for finance;

• Lead the development of annual budgets and shorter/longer term forecasts as needed;

• Manage accounting, budget and cash flow,  and working with the CEO, develop cost reduction strategies as needed;

• Prepare monthly management accounts incorporating variance analysis of budgets vs. actuals and headline narrative;

• Manage monthly payroll with an external payroll provider;

• Draft consolidated statutory accounts for audit and lead the coordination of year-end audit;

• Prepare quarterly VAT returns for the Group and be the main point of contact for HMRC;

• Make recommendations for corporate gift aid donations based on performance and future forecasts for the subsidiary;

• Present finance updates in-person at quarterly board meetings normally held in London;

• Manage and lead FinCom meetings, typically held quarterly;

• Attend the trustee annual away weekend.

Bookkeeping 

• Lead the financial operations of the charity including recording transactions onto the finance system (Quickbooks), managing cashflow, invoicing, accounts payable/receivable, processing of purchase invoices and supplier payments;

• Complete month end reconciliations as part of the preparation of monthly management accounts;

• Track, calculate and process intercompany recharges to ensure costs sit within the correct entity;

• Track and ensure correct treatment and reporting of restricted/unrestricted funds;

• Process employee, volunteer & trustee expense claims;

• Manage the relationship with an external payroll bureau, liaising with them to ensure payroll is processed accurately and paid on time;

• Support employee onboarding including obtaining details for payroll and pre employment checks.

Other 

• Collaborate with senior stakeholders on projects and reporting; 

• Track income receipts and projections for weekly income generation calls with heads of department;

• Process gift aid claims;

• Process incentive payments for realworld ms participants;

• Renew insurances.

Qualifications, skills and abilities (E= Essential D = Desirable)

• Be part or fully qualified with a professional accounting qualification ACCA, CIMA or ACA, with at least 2-3 years post qualification experience. (E)

• Employment history in a charity/3rd sector role (D)

• Good understanding of charity reporting requirements and Charity SORP (E) especially the technical application of income recognition requirements for the charity and its subsidiary

• Experience of VAT reporting (E) including an understanding of VAT recovery with respect to business and non business for charities, place of supply (overseas transactions)

• Experience in developing organisational budgets/forecasts (D)

• Good analytical and communication skills (E)

• Strong organisational, time management, and prioritisation skills (E)

• Excellent attention to detail (E)

• Excel and google sheets to at least intermediate standard. (E) 

• Experience of accounting software packages (E) (Experience with Quickbooks (D))

• Comfortable operating in a change environment (D)

• Awareness of confidentiality and the need to comply by the UK GDPR (E)

We're an equal opportunity employer. We’re looking for the best candidate based on the value they can add. Our culture is hugely important to us and we welcome applicants of all race, colour, religion, sex, sexual orientation, gender identity, or disability status. We encourage all candidates who believe they have the required qualifications and experience to apply. 

Other information

Hours: 22.5 hours a week

Location: Remote position based in the UK. Monthly travel to Leeds is required.

Salary: £40,000-45,000 dependent on relevant expertise

Annual Leave: 25 days per annum (leave entitlement is pro rated for days worked), plus public holidays and 3 days between Christmas and New Year.

Employee benefits: Generous life assurance and pension schemes, committed learning and development budget for each staff member, flexible working.

The role closes on midday on Monday 30 March but we will be conducting rolling interviews.