Finance Jobs
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
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.
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.