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Ethex and Energise Africa are looking for an Investment Operations Associate who will be responsible for ensuring the smooth day-to-day operation of our award-winning platforms. This role puts you at the heart of our organisation and at the cutting edge of making positive investing mainstream. We are in an exciting and pivotal time in our development, and we are currently recruiting for an ambitious, driven and motivated team member to help support across our Operations and Investment Management functions as we look to scale.
About Ethex and Energise Africa
We enable individuals to invest in impactful businesses they believe in – whether it’s fighting climate change, reducing poverty or building resilient communities. Since 2013 Ethex and Energise Africa have raised over £130 million of investment for over 100 impactful organisations from ~20,000 positive savers and investors.
Job Overview
Reporting to the Senior Operations Manager. The role will embrace a wide remit to support colleagues across our Investment Management, Sales and Operations functions with day-to-day investment administration to enable smooth operation of the company and to enhance our customer service.
Roles & Responsibilities:
· Due Diligence: Conduct full operational due diligence on potential offers to be listed on the platform. This includes KYC, legal entity checks and offer document review.
· Offer management: efficiently and effectively managing the end-to-end process of creating, reviewing, tracking offers. This includes administration of post-close payments and investor updates. Serve as the central point of contact for enquiries from both the issuing clients as well as investors.
· Process improvement: Proactively identify opportunities to streamline and optimize offer lifecycle management processes through automation, standardization, and best practices.
· Standard Operating Procedures: Ensure that process notes are kept up-to-date with any changes or enhancements to offer management processes, and make them accessible to relevant team members for training purposes.
This is an excellent opportunity for someone looking to work for an ethical, diverse and impactful organisation, and to advance our aim of taking Impact Investing mainstream.
Key skills and experience:
- As an ideal candidate, you will have experience in a financial services environment which could be in a customer service, investment management or business operations role (a financial services background is desirable but is not essential for the right candidate)
- Experience of working in the back office of a platform-based service organization would be welcomed but again is not necessarily essential
- Excellent communication skills and a collaborative mindset, a can-do attitude, engaging with multiple parties from inside and outside the company
- The ability to build relationships, influence, manage conflicts if necessary and efficiently navigate situations in order to get things done
- MS Office suite literate
- A passion for operational excellence and customer service excellence.
- A structured and self-disciplined approach to work
- An interest in sustainable development/impact investing or similar
- Preferable but not essential, experience in fast-moving, growing organisations
Our Values
- We want to create a positive impact and make a difference in the world.
- We love helping communities, social entrepreneurs and businesses in innovative ways.
- We aim to provide excellent customer service and treat all our investors fairly.
- We are a friendly, dynamic, professional, and knowledgeable team.
- We are a small team that likes delivering big impact.
We hire great people from a variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values for making a positive impact in the world and making money do good, you will find a home at Ethex.
We believe in a fairer future for all, and we know that by working together we can do much, much more. We believe that everyone has the right to live and work without fear or prejudice regardless of race, age, gender, disability, sexual orientation, social class, religion and belief.
We’d love to hear where your passions and interests lie and which areas of the job specification most appeal to you. Please indicate your salary expectations and whether you are applying for the role on a full time or part time basis. Interviews will be conducted on a rolling basis. This opportunity will close once the role has been filled so please apply early to ensure you don’t miss out.
The client requests no contact from agencies or media sales.
Warehouse Manager
Nechells, Birmingham, B7 5QT
Salary: £27000 per annum
Location: Birmingham, B7 5QT
Hours: Full Time 37.5 per week
Benefits: 25 days holiday, pro-rata, 5.5% Employer Pension Contribution including Life Cover, Occupational Sick Pay Benefits & Enhanced Maternity, Adoption and Paternity Leave and Pay, plus more
Reporting to: Regional Warehouse Operations Manager
FareShare Midlands is the region’s largest food redistribution charity, fighting food poverty and hunger by tackling waste. We source good quality food that is surplus to requirements from the food industry. An army of volunteers help redistribute this food to over 500 frontline charities and community groups such as school breakfast clubs, community centres and organisations supporting those who are homeless, unemployed, socially isolated and recovering from addiction. These organisations provide meals and food parcels to over 67,000 vulnerable people every week. We also support people through our Employability programmes, enabling them to learn skills and find rewarding work – some for the first time.
Hunger is a growing issue in the UK and while there is surplus food that is otherwise going to waste, we believe that this food should be used to feed people first.
The Role
FareShare Midlands is a high-profile charity with stakeholders from varying sectors not least over 500 companies in the food industry and FareShare UK. You will work towards, and achieve, a best-in-class in operation not accepting standards or a service that falls short of this.
As the senior person on site, you will be the key point of contact for operations, logistics and stock allocation for your region. You will be responsible for all compliance issues including food hygiene, health & safety and security of the depot and the safety and wellbeing of all visitors, contractors, depot staff and volunteers.
The main role will be to lead the successful day to day operations and ensure the ongoing success of the FareShare Midlands Regional Centres. This will involve working closely with staff and volunteers to ensure that all activities, including operational and order processing are completed to the agreed standard & daily timetable.
With colleagues in the Supply chain & Development functions, you will help develop new operational/logistic activity and lead on the implementation of growth of your RCs activity, capacity and output.
You will report to the Regional Warehouse Operations Manager and will be a key member of the Operations team across the Midlands region. You will identify and share good practise within and outside the Midlands, working closely with colleagues in the other regional centres.
In agreement with the Regional Warehouse Operations Manager, you will set out relevant Ops KPIs and targets and will join daily calls and weekly meetings to discuss and help resolve issues across the Midlands region, working as ‘one team’ with colleagues from other functions and regions.
Opening times:
Over the week the depot will be open for the hours required, with staff working 37.5 hours per week which may include working in evenings and weekends on a rota basis if the performance and growth of the region requires it. You will work with the Regional Operations Manager to implement the shift patterns required to provide the service to our members and communities.
Main responsibilities
Job responsibilities will prioritise but not be limited to:
1. Operations:
· Co-ordinate the work schedule and daily activities of the depot, within the guidelines of FareShare Midlands policies and procedures on food safety and Health & Safety
· Be responsible for the supervision, development, and training of all staff & volunteers
· Ensure that all shifts are efficiently planned, controlled, and resourced at least a week in advance.
· Maintain and use the in-house stock management system, with responsibility for the training of depot staff and volunteers on the database and accuracy of stock. Maintain good relations and communications with food suppliers and community member recipient projects, responding to any complaints or service issues with pace and courtesy as set out in our Service Charter
· Ensure that the vans are maintained as roadworthy and legal (taxed and insured)
· Ensure that community food members in your region receive a service, supply and variety of food that is expected / agreed, working closely with the Development Manager to flag potential issues with supply and/or service
2. Health & Safety, Food Hygiene & Equal Opportunities:
· Be responsible for the Health & Safety and security of the operation, including warehouse, vehicles, staff, visitors, and volunteers
· To support health and safety advisor in carrying out risk assessments
· Ensure compliance with all FareShare policies and procedures and industry standards as required by food donors and regulators, and maintain gold standard at audit level
· Ensure the service is delivered in accordance with FareShare Equal Opportunities Policy and maintain the values and culture of the FS Midlands operation.
3. Human Resources
· Lead & develop your direct reports on a day-to-day basis, ensuring that all are aware of their responsibilities and have the resources, capacity and capability to carry them out
· Be responsible for warehouse staff personal development reviews, regular 1-2-1 meetings and support as required
· Work with the Volunteer co-ordinator to recruit and train the right volunteers and other work placement trainees within the project
· Work alongside the volunteer team to ensure a complete and Up To Date rota is available – supervising volunteers should also be included on the JD
4. Key Performance Indicators and financial responsibilities
o Cost control
o H&S – accidents and near misses
o Service level & complaints
o Food safety standards and audit scores
o Waste and conversion rate
General
Person Specification - Skills, Qualities & Experience
Essential
· Established (minimum 3 years) warehousing knowledge including managing Staff and Rota’s.
· Depot management experience, managing stock control, payment reconciliation and putting all required warehouse processes in place.
· Stock management of perishable goods, putting processes and checks in place from goods in to goods out, creating stock count processes, managing stock rotation.
· Line management experience, including projects and associated budgets to time, to cost and to quality.
· Commercial experience; managing budgets, identifying cost savings, revenue generation and meeting KPI targets.
· Familiarity with and experience of working in CI or Lean culture including leading on review and improvement processes.
· Experience of developing and implementation of performance management systems for service delivery including monitoring and evaluation.
· Understanding of the voluntary and community sector and volunteering.
· Strong communication and interpersonal skills, with the ability to deal with people at all levels building successful and productive relationships, both internally and externally.
· Facilitation, networking and group work skills and the ability to work successfully with groups of different sizes and backgrounds.
· Working within diverse communities such as urban, suburban, small towns and / or rural and with a wide variety of voluntary and community sector organisations.
· Enthusiastic and self-motivated with excellent team-working and team building skills.
· Ability to use own initiative, working independently when required.
· Good time management with ability to manage workloads, set priorities and meet deadlines.
· Demonstrable IT literacy, in particular of using Microsoft applications (Outlook, Word, Excel and PowerPoint).
· Encouraging and promoting equality, diversity and inclusion in the delivery of services and experience of working effectively with people from a range of backgrounds.
· Evidence of continual self-development of knowledge and skills.
Desirable
· Some experience of financial management, including control over budget setting and performance management
· Relevant experience of working in the food industry, probably in a retail operations management or production management resulting in a strong understanding of all the core areas around operations, food safety, health and safety and good business practice.
· Relationship management and partnership working with senior stakeholders across multiple sectors.
· Transferable experience that demonstrates a high likelihood to fit into the management culture of a medium sized voluntary sector organisation that is underpinned by the organisation’s values.
· Volunteering Experience & Experience of Managing Volunteers
Values and behaviours
· A commitment to Equal Opportunities
· An appreciation of FareShare Midlands’ mission and vision
· Flexibility of approach and ability to work in a team
· Proven ability to develop and maintain good working relations, with both internal and external audiences
How to Apply:
If you would like to apply for this role, please create a supporting statement to demonstrate your suitability and to explain your interest in both the job and FareShare Midlands. Please send your supporting statement with a copy of your CV.
We continue to strive to ensure that the profile of our staff and volunteers reflects the diverse communities we serve across the Midlands. As such we encourage and welcome applications from all our communities. We particularly welcome applications from people from ethnically diverse backgrounds as they are currently under-represented within FareShare Midlands.
Closing date for receipt of applications is 1st May 2024.
Interviews will take place on 9th May 2024.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations which open new channels of funding to support the most impactful environmental grassroots projects. Our network comprises 20 members, based all over the world, and is growing steadily.
As the demand for our model increases around the world, our income and expenditure are growing in volume and complexity. We are looking for a Finance Officer to support our financial operations through this expansion: recording financial transactions, monitoring internal controls and coordinating with our local foundations about financial management. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.
Key Responsibilities:
Carry out day-to-day financial transactions
· Process invoices to support fundraising efforts of local foundations in the network.
· Review vendors invoices as per internal controls and update them to the purchasing ledger for authorisation.
· Conduct on-going reconciliation of bank accounts and donor due diligence.
· Reconciliation of merchant accounts (Just Giving, Donorbox or Paypal) and prompt communication to local foundations and fundraising team.
· Setting up systems to process event, auction or other ad-hoc fundraising campaigns.
· Preparation of Gift Aid reporting on quarterly basis.
· Weekly payments administration using online banking.
· Maintain accurate records of financial transactions on Xero.
· Maintain monthly records of bank payments approval for audit purposes.
Coordinate income recognition with fundraising team members
· Notify local foundations about donations received and log required documentation.
· Provide formal receipts on received donations as requested.
· Reconcile Stripe transactions on Salesforce to maintain accurate donor records.
· Support with income reconciliation between Salesforce and Xero.
Support Finance Director on maintaining accurate financial information and developing ongoing internal controls
· Support creation of management accounts materials for trustees meeting.
· Support quarterly reconciliation of funds with our affiliated network member to communicate re-grants of donations
· Feed into the design of a financial manual – a how to guide for best practice in charity finance and governance oversight.
· Support annual external audit.
Supporting CC to deliver network benefits to local foundations
· Support members of the network with any financial queries.
· Communicate with a variety of internal and external stakeholders (Executive Directors, support team, donors) on financial queries.
· Invoice affiliates on cost recovery of services
Essential criteria:
· A recognized accounting qualification or studying towards the qualification, (CIMA, ACCA)
· Knowledge of bookkeeping and generally accepted accounting principles
· An ability to work quickly and accurately
· A proven track record of teamwork with non-technical colleagues
· Stellar communication skills, verbal and written
· A keen eye for detail
· An ability to work to deadlines
· Able to manage confidential information
· Demonstrable ability to work independently
· Energetic approach to work and a desire to learn
· Passionate about nature and the environment
Strongly desirable criteria:
· Fluent in Xero and Salesforce database
· Awareness of GDPR regulations
· Understanding of Gift Aid and its requirements
· Comfortable with using MS Office suite, Stripe, Just Giving, Paypal.
· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding)
· Experience of working in the charity sector and/or fast paced, entrepreneurial company, that is constantly growing and adapting.
· Able to speak Spanish, Greek or Italian would be a bonus.
Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work
· Flexible working as standard (hours and location)
· Flexible holiday allowance
· Private medical insurance
· Discretionary annual bonus
· Salary sacrifice pension scheme
· CPD opportunities
· Possible travel in the UK and internationally
· Saving the world!
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations, which open new funding channels to support the most impactful environmental grassroots projects. Our network comprises 20 members based all over the world and is growing.
We manage and monitor our donor relations, grant giving governance, contacts, and event activities, via a bespoke and customised salesforce system. This was launched in September 2021, and has been developed and configured to meet our growing needs since then. As the demand for our model increases around the world, we need a highly capable systems specialist to support us to ensure our data systems are well managed, users are trained, and we can create accurate reports for our donors and other audiences. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.
Key Responsibilities:
Oversee Salesforce System: maintenance, training, development, and reporting
Maintenance
· Ensure key objects on Salesforce such as accounts, contacts, campaigns and grants are working effectively (ensure process flows work well).
· Maintain reliable records in all objects on Salesforce by eliminating duplicates monthly, processing user deletion requests and updating records for lists with up-to-date information on key stakeholders (e.g. trustees, contractors etc).
· Weekly data back-ups.
· Uploading ad-hoc batch data from Campaigns e.g. Just Giving or historical data into Opportunities.
· Ensure regular data cleaning to enhance the credibility and adoption of the system. Spot trends with issues and feedback into system development or training.
· Oversee data governance log: maintaining log of changes to review with the team, discussing effect on budget and system usage to inform decision making.
Training and support
· Oversee user set ups, create new user profiles, and share best practices according to GDPR practices.
· Oversee smooth onboarding and training process for new members to ensure effective adoption.
· Keep training materials related to key objects updated, host internal webinars to address new feature introductions or common issues to troubleshoot.
· Promptly troubleshoot any user issues and feeding these into training to prevent it happening again.
· Respond to individual questions from users on Slack and share tips and tricks.
Automations and Development
· Manage the integration of Form Assembly, ensuring all connectors work well and troubleshoot and update individual forms when needed.
· Support users with the building of individual Form Assembly forms, updating when needed (ad hoc) and embedding them in their websites.
· Perform developments such as creating new fields, updating picklist values, page layouts, forms, automation configuration, formula fields, and other content. Work with core team to assess where a development is foundation specific, and where it should be applied across all users.
· Act as key point of contact with our external Salesforce consultants on any requests of flow maintenance or improvements and monitoring effective use of credits and budgets.
Reporting
· Build reports and dashboards for each key Object – spot trends and suggest improvements.
o Opportunities - pipeline and income reports for board meetings
o Grants - tracker and applications analysis, extraction of impact data for evaluation purposes
· Provide quarterly diagnoses of user adoption levels across the network.
· Work with exec director to prepare quarterly data for trustee meeting and annual reports.
Manage IT systems with the support of an outsourced consultant
· Act as a key point of contact with our outsourced IT company, overseeing the creation of new users and managing the leavers’ processes.
- Ensure MS365 systems are working effectively for current users, and troubleshoot issues as a first point of contact before liaising with outsourced providers.
· Maintain an up to date ‘how to guide’ for our intranet, ensuring all users know how to use it and find what they need.
· Recommend Cyber Security improvements.
· Procure IT equipment for team with support of external consultant.
· Maintain an up-to-date list of active users, MS 365 licenses and Antivirus license protection.
· Oversee the IT budget by approving expenses on a regular basis.
· To manage website domains – purchasing new ones on request, performing updates or providing access to web designers.
Essential criteria:
· Passionate about nature and the environment
· Understanding of and experience in Salesforce User Management
· Knowledge/skills in improving business processes, overseeing testing; identifying and implementing systems enhancements.
· Experience of being able to communicate well with and support non-technical colleagues.
· Strong communication skills, verbal and written.
· Ability to work methodically.
· Ability to work quickly and accurately.
· A keen eye for detail.
· Demonstrable ability to work independently.
· Energetic approach to work and a desire to learn.
· Experience in not-for-profit sector
Strongly desirable criteria:
· Salesforce Administration Certificate.
· Salesforce Trailhead badges.
· Awareness of GDPR regulations.
· Comfortable with using MS Office suite, Slack and Canva environments.
· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding).
· Experience of working in a fast-paced environment that is constantly growing and adapting.
· Being able to speak Spanish, Greek or Italian would be a bonus.
Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work, as well as:
· Flexible working as standard (hours and location)
· Flexible holiday allowance
· Private medical insurance
· Discretionary annual bonus
· Salary sacrifice pension scheme
· CPD opportunities
· Possible travel in the UK and internationally
· Saving the world!
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Development Officer | Full or Part-Time 3-5 days | £29,566 - £31,783 (pro rata)
Based at our offices in Clapham, near Settle, with flexibility for some homeworking
Yorkshire Dales Millennium Trust (YDMT) is a small charity doing big things for people, landscape and wildlife in the Yorkshire Dales.
Over the last 25 years we have delivered diverse and inspirational projects. Our vital work has helped to plant 1.5 million trees and secure the future of over 750 hectares of wildflower hay meadows, creating habitats for our wildlife and combatting climate change. We’re passionate about inspiring disadvantaged groups and future generations to care for this special part of the world.
About the role
Our ambitious fundraising strategy has enabled us to grow and maintain our annual voluntary income above £1m. We aim to continue to secure new partnerships to increase our ability to help tackle climate change, biodiversity loss and connect more people with nature. We are committed to providing the highest level of stewardship to our donors and partners, inspiring them to continue to make regular donations and large multi-year commitments.
Our new Development Officer will play a key role in implementing a new 3 year Trusts and Foundations and Philanthropy strategy, aiming to raise £400,000 per annum towards our total fundraising target.
As a small but forward-thinking charity we provide a friendly and supportive culture, with fantastic development and training opportunities, and the opportunity to contribute your ideas at all levels.
About you
We are looking for someone who is passionate about our work and able to build strong relationships with our supporters, including corporate partners, philanthropists and trusts and foundations. You should be able to demonstrate experience of successful business development and/or fundraising.
Underpinning all of this is your ability to work within our culture – which means sharing our values of being creative, caring, honest and enabling.
Closing date is 5pm, Friday 3rd May 2024, with interviews being held week commencing 20th May 2024.
The client requests no contact from agencies or media sales.