Finance Jobs

At Oak Tree Farm we are committed to providing a high quality, supportive environment where adults with learning disabilities, our Team Members, are the centre of everything we do.  The farm has livestock, growing fields, greenhouses, polytunnels and a tearoom as well as craft rooms, a cottage garden, pottery and shop. Our Team Members are involved in every aspect of life on the farm and the farm is firmly embedded in the local community with Team Members providing gardening services to local people as well as volunteering on the Sandon Estate

 We are looking for a Chief Officer who will be responsible for the day to day running of the farm as well as working with the Trustees to take the charity forwards.  The successful candidate will have experience of working with adults with learning disabilities, will have skills in finance, management and IT, and will enjoy working in a busy environment where there are changing demands and priorities throughout the day.

.

Are you detail-oriented with a passion for finance? Are you available immediately or on a short notice period? My client is seeking a dedicated Payments Officer to join their Finance team on an initial 6-month temporary basis.

My client is a leading charity based in central London seeking an interim Payments Officer to bolster their team on an initial 6-month temporary basis with a strong opportunity to get extended.

The main responsibilities of the interim Payments Officer are:

• Verify accuracy and authenticity of invoices and supporting documentation.
• Log invoice details onto the purchase ledger system for approval and coding.
• Match invoices with purchase orders and follow up on outstanding items.
• Communicate effectively with budget holders to resolve discrepancies.
• Prepare documentation for weekly payment runs and handle incoming queries promptly.

My client is looking for:

• Prior experience in accounts payable or similar role.
• Proficiency in using finance software and Microsoft Office suite.
• Familiarity with accounting principles and procedures.
• Excellent communication and interpersonal skills.

My client can offer a flexible approach to working, with 2 days a week going into the office based in central London and the rest working remotely. There is also a strong opportunity for this role to get extended or go permanent.

Applications are under constant review and the post can close early if the right candidate is found. Please apply immediately if this role is of interest.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

The Horniman Museum and Gardens is a unique attraction in south London where world cultures and the natural world are brought together for everyone to enjoy. The Museum holds internationally important collections of anthropology and musical instruments, as well as a popular natural history ​gallery and Aquarium. The 16 acres of beautiful Gardens feature a tropical Butterfly House and offer stunning views across London. The Horniman was awarded the prestigious Art Fund Museum of the Year in 2022.

The Horniman’s mission is to connect us all with global cultures and the natural environment, encouraging us to shape a positive future for the world we all share. To help deliver this mission, we are looking for an ambitious and strategic leader with a strong track record in audience development, communications and income generation to join the Horniman’s senior management team.

You will have experience of leading successful teams that welcome audiences and generate commercial and/or fundraising revenue in a cultural, heritage or visitor attraction organisation. You will demonstrate strong communication and influencing skills including negotiation, presenting and writing for a variety of audiences and have a keen interest in developing creative programming, both live and digital. You will possess excellent people management skills, enjoy juggling multiple tasks in a busy environment and have a proven ability to work at the senior level this post demands.

The closing date for completed applications is 10am on Tuesday 7 May 2024.  Interviews will be held on Friday 17 May 2024 in person at the Horniman.

The Horniman is an equal opportunities employer, and we value and celebrate diversity. We want to better represent the communities in which we work but recognise that there is still much work to do in this area. We welcome and encourage all applicants and particularly encourage you to apply if you are from a community that is often disadvantaged by society or of a minority background.​

Are you skilled in leveraging financial information to assist management teams and finance committees in planning and running organisational services?

Mind CHWF, a prominent provider of specialist mental health services supporting approximately 5,000 people annually in the City, Hackney, and Waltham Forest, is seeking an experienced Finance Controller to join their Senior Management Team. This is a unique opportunity to lead their financial strategy and operations, making a significant impact on a cause that truly matters.

This part-time role offers a flexible schedule of 19 hours per week, spread over 3 to 4 days, with a requirement to attend the office at least once a month and participate in occasional evening Trustee meetings. As a Finance Controller, you will support the management team and finance committee by utilizing financial information to effectively plan and administer services. Your responsibilities will include managing the contract for outsourced day-to-day financial operations and overseeing our fundholding relationships. You will also use business intelligence tools to develop dashboards that deliver insightful data for strategic decision-making and perform trend analysis to optimise financial decisions.

The role involves ensuring the provision of accurate and comprehensive financial management information across the organisation, collaborating on developing budgets and financial reports for both current and potential funders, identifying risks, contributing to successful audits, and maximising cost recovery on restricted contracts. Additionally, you will serve as the main contact for external finance-related stakeholders, manage petty cash, and provide reporting at Finance and Trustee Board meetings.

The ideal candidate for this position will have experience in formulating, overseeing, and reporting on operational plans with a strategic and collaborative mindset. You should be adept at innovative, data-driven decision-making with high adaptability to new information systems. Excellent communication skills, prioritization capabilities, and meticulous attention to detail are essential. Proficiency in advanced Microsoft technologies and a solid understanding of information governance, data protection, and risk management are also required.

If this description resonates with you, we encourage you to submit your CV in Word format as soon as possible. Suitable candidates will be provided with further details about the role.

As a specialist Recruitment Practice, we are committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. We invest in your journey as a candidate and are committed to supporting you in your application.

At the Elton John AIDS Foundation (EJAF), we believe that AIDS can be beaten. Since 1992, we’ve raised over $600 million to support more than 3,000 programs – combating stigma, preventing infections, providing treatment and services, and motivating governments to end AIDS. As a leading worldwide organization, we work alongside local, national, and international partners, government officials, and advocates to promote a global response that leaves no one behind.

The Foundation currently works across four continents, supported by staff operating out of offices in London and New York. We are executing an ambitious five-year plan (2020-2025) to further our vision, and this position provides critical support for the Foundation's daily functions. Our team must consist of individuals who share our passion for the important life-changing work we do.

LOCATION London, UK (two days a week in the office, three days a week working from home)

QUALIFICATIONS, EXPERIENCE AND PERSON SPECIFICATIONS

· Qualified accountant (ACA, ACCA)

· Minimum of two years post-qualification experience in a similar finance position.

· Some experience in an international context.

· Ability to work as a team player in a cross-functional setting and challenging environment.

· Ability to deliver within high-quality standards and tight deadlines and with strong attention to detail.

· Effective written and verbal communication skills and ability to tell a story with numbers.

· Excellent organizational skills, with the capability to work effectively on multiple tasks simultaneously and meet deadlines.

· Intermediate/advanced Excel skills.

· Experience using Microsoft Dynamics D365 Business Central and Microsoft Power BI desirable.

· High level of integrity and commitment to professional responsibilities.

· Commitment and passion for the mission of the Elton John AIDS Foundation.

The Finance Systems Analyst is a newly created role which will have responsibility for the efficient running and maintenance of ClientEarth’s finance systems, including Access Focal Point- which has been in use for over five years and Workday Adaptive Planning, a new system for the organisation. This role is required due to the rapid growth of ClientEarth and investment in new systems. You will provide essential support for current finance processes, suggest improvements to those processes to maximise their value and provide input into systems strategy for the finance department into the future.

Meet your Manager

In this role, you will be managed by Catherine Adams. A finance professional for thirty four years, Catherine has had a career of two halves, first in the corporate sector working for BDO Binder Hamlyn,  Boots UK, Waterstones and Tesco and then in the Charity sector, gaining an MSC in Charity finance from Bayes Business school, working for MSI Reproductive Choices and joining ClientEarth in 2021. As Head of Finance, Planning and Analysis, Catherine manages a team of ten business partners supporting the programme and core staff in their vital mission to use the power of the Law to bring about systematic change to protect the earth. 

Main Duties 

Systems improvement and efficency

• • Supporting the Head of FP&A with the Workday Adaptive modelling and build to enable value added performance review and reporting in line with organisational strategy.

Systems Administration

• • Administrator for Workday Adaptive and Focal Point to include maintenance and regular review of users, user profiles, password management.

Role requirements

• An accounting qualification – part or full or qualified by experience
• Previous experience working in a finance team, able to demonstrate an understanding of financial processes (essential)
• Experience with Access Focal Point and Workday Adaptive or similar finance systems (essential)
• Experience working with and reporting from large databases and an understanding of data structures (essential) 

Note to candidates: We know that long lists of criteria can be daunting and that some candidates will not apply for a role unless they feel they are 100% qualified. If you feel you meet at least some of the essential criteria, we still encourage you to apply.

Further Information

Have a question about this job? Please visit our Careers site for advice on applying, FAQs, and more.

Flexible working:  We are proud to be a Flexa accredited Employer. Visit our Flexa Employer page for more information on our approach to flexible working. Our flexible working policy allows our people the choice to decide to work from home in the country where their contract of employment is issued for 80% of their month, with the other 20% of their month being office-based  See our Benefits page for more.

ClientEarth values diversity and inclusion and the benefits this brings. We aim to appoint the most suitable candidate at all times and welcome applications from people from all different backgrounds. 

Please note that ClientEarth is only able to employ those who have the pre-existing legal right to work in the UK.

ClientEarth is not a law firm and does not provide legal advice or legal services to third parties.

The Role

This role will ensure the organisation is following robust financial systems and processes; carry out all day-to-day accounting tasks; and ensure timely production of financial information to inform management decisions. Most tasks can be done from home, however some tasks such as banking and petty cash reconciliation will require you to attend our offices. Once the initial training is complete you will be able to arrange your own hours, to be worked Monday to Friday.

This role is for a fixed period of 12 months, to cover maternity leave.

About You

A proven track record of relevant financial administration experience is essential and competence in the use of Xero accounting software, Excel and other MS packages such as word and Outlook is essential. You will have an organised approach to workload and ability to prioritise tasks and meet deadlines, be flexible and adapt to the requirements of the role. You must be able to clearly convey financial information to non-finance colleagues.

This role would suit someone looking to increase their experience of working within the charity sector as part of a busy and friendly finance team, perhaps whilst studying to complete AAT Level 4 or similar.

Are you a qualified accountant looking for your next opportunity? We are partnered with an international non-profit, who are on the lookout for a brilliant Financial Planning and Analysis Lead to join their dynamic team.

What is the role?

Joining the team at an exciting time of change, you would be leading on all stakeholder management and reporting into the Head of Finance and based in the office three days per week.

Main responsibilities:

• Annual budgeting and quarterly forecasting; monitoring both & providing commercial analysis
• Ensuring the efficient production of monthly management accounts
• Business partnering with various departments; reporting on income and spend
• Provide ad-hoc assistance to the finance team and other non-finance stakeholders

This role is offering a salary of up to £60,000

What do you need to succeed?

• A full accounting qualification (ACA, ACCA or equivalent)
• Experience producing monthly management accounts & business partnering with a variety of stakeholders
• Experience working within a charity finance function would be beneficial
• Confident user of Excel and other accounting systems
• Strong communication skills

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

• Director of Finance for prestigious Surrey independent private school
• ACA/ACCA/CIMA qualified accountant - All sectors considered

About Our Client

The Director of Finance is responsible for the financial management of St George's Weybridge, a £30m business with over 500 staff. The post holder will fulfil a wide range of responsibilities and roles in connection with the financial strategy, accounting and general financial management of the School. The post is the most senior finance professional on the staff and reports directly to the Bursar, who is effectively the CFO/COO. As such, the Director of Finance has frequent direct contact with Governors and the Heads and attends the Governors' Finance and Risk Committee meetings.

The Director of Finance is a member of the Business Senior Management Team and leads a team of 8 staff, comprising the Management Accountant, Payroll and People Accountant, Fees Controller, Interim Project Accountant, Purchase Ledger Assistant and two Finance Assistants. A new role of Financial Accountant has been established and the successful candidate will have the opportunity to influence this role and appointment.

Job Description

• Formulate the financial strategy of the School alongside Governors and the Executive Leadership Team (consisting of the two Heads and the Bursar).
• Attend meetings of the Finance and Risk Committee of the Board of Governors, preparing financial reports and papers and leading on financial items tabled for discussion or decision.
• Attend and contribute to ad-hoc Governor meetings and discussions as required.
• Alongside the Bursar and the Heads, implement the School's strategic financial plans.
• Work closely with ELT to formulate operational spending plans and priorities.
• Work closely with the Director of HR on people strategies.
• Exhibit the behaviours and standards befitting a senior leader of St George's Weybridge, demonstrating and promoting the School's ethos and values.
• Lead and manage the staff in the Finance Department.
• Bring financial risks and opportunities to the attention of the Bursar and Governors.
• Conduct modelling and feasibility studies as appropriate.
• Review and implement changes to the system of financial control and reporting.
• Oversee production of monthly management information and bring appropriate matters to the attention of the Bursar, Heads and budget holders.
• Prepare papers for, attend, and contribute to the dealings of the Finance and Risk Committee.
• Prepare financial appraisals and reviews of major projects.
• Prepare long term forecasts and sensitivity analysis.
• Undertake competitor analysis and benchmarking studies.
• Retain financial awareness of external changes and development and provide recommendations and advice to the Bursar, including a thorough knowledge of relevant accounting requirements, such as GAAPs, FRSs and the Charity Commission SORP.
• Proactively investigate and promote ways of improving value for money.
• All accounting functions including nominal, purchase and fee ledgers, fixed asset register and the payroll.
• Oversee the staff and systems delivering all aspects of payroll.
• The accurate and timely production of management and financial accounts.
• The internal control environment.
• Management and control of fee collection.
• Preparation of the consolidated statutory accounts for St George's Weybridge and subsidiary companies.
• Liaising with external auditors on all matters connected with the annual audit of the School's accounts and other external accountancy advice.
• Preparing annual budgets and termly forecasts, including cash flow projections for the current and future years.
• Maintain, review and ensure compliance with the School's Financial Procedures Manual.
• Preparation of internal financial management reports, accounts and briefing papers, including monthly management accounting information to include cash flow statements and forecasts.
• Control of the treasury management function in order to ensure the most efficient and secure deployment of cash.
• Ensuring compliance with external regulators, including HMRC, the Charity Commission and Companies House.
• Being responsible for accurate and timely tax returns and tax reclaims, with professional advice where necessary, preparing recommendations for mitigating potential VAT and any other tax liabilities.

The Successful Applicant

• Formal Accounting qualification and experience of working in the commercial, educational or charity sectors.
• Experience of compliance with legislation and regulations relevant to the position
• Experience of contract negotiation
• Excellent communication skills, both oral and written.
• Ability to analyse and manipulate financial data.
• Competent in the use of IT, notably MS Office applications and the ability to use modern financial software tools.
• Proven experience of managing a team within a complex organisation
• Empathy with the ethos and values of St George's Weybridge.
• Personal warmth, tenacity and a transparent collaboration style.
• A 'can-do' attitude with a sense of humour and proportion.
• A flexible approach to work, both in terms of responding to changing or unforeseen circumstances and being willing to work outside of regular hours as the need arises

What's on Offer

Hybrid working opportunity

Flexible working

Generous pension scheme

School fee child remission of 50%

Life & personal accident insurance

Free meals and parking

Employee loans

Medial support and employee assistance programme

Local retailer discounts

Where specific UK qualifications are required we will take into account overseas equivalents. All third party applications will be forwarded to Michael Page.

Role Summary

You will work closely with The Governance and Team Lead to ensure smooth and effective running of our finance and HR processes. You will work with the wider team supporting their effective delivery of training and projects as well as provide day to day support. This is a mixed and self-directed role with opportunity to contribute to a range of work and projects. We require some core office hours, by agreement and support team members to work flexibly to accommodate good work/life balance.

Role Description

HR

• Support management of team Compliance and Training
• Support the organisation to be legally compliant
• Support the organisation to reflect its values in HR process

Finance

• Issue invoices and monitor and pursue unpaid invoices
• Manage and administer monthly procedures linked to payroll
• Manage and monitor monetary transactions
• Monitor expenditure against budgets
• Monitor and support wellbeing fund spend
• Monitor associate invoices and provide support as needed

General

• Be a point of contact and support team members
• Support to project team including monitoring emails and responding to enquiries
• Support online events and manage bookings
• Provide basic IT support to team members
• Format documents in line with the company brand guidelines
• Support team members to produce reports and presentations
• Work with our team and partners to enable Neurodiverse Connection to run efficiently in line with the overall company aims

Personal Specification can be found in the Application Pack

About Neurodiverse Connection

Neurodiverse Connection is a Neurodivergent led Community Interest Company.

Our mission is to:

• Listen to and amplify neurodivergent views and voices.
• Give additional consideration to intersectionality and how we can support the amplification of views and voices that are often unseen and unheard.
• Support people from different neurologies to understand each other, facilitating solutions to the double empathy problem.
• Lead on changing understanding of sensory and social processing differences, particularly in relation to the built environment.
• Challenge the common misunderstandings and misconceptions of autism and support an improved understanding of neurodiversity within health and social care.
• Promote an improved understanding of neurodivergent culture and communication.
• Support neurodivergent people to have equal opportunities in life.
• Support neurodivergent people to have equal opportunities and outcomes in health.
• Support neurodivergent employment, including in leadership positions and facilitating change for the neurodivergent community.

Our commitment to you

It’s part of our mission to be a great place to work and to demonstrate how to work in neurodivergent affirming ways. We believe this is beneficial to everyone, regardless of neurology.

We aim to:

• Offer flexibility in delivery hours, within agreed parameters.
• Work to make Neurodiverse Connection an organisation that you enjoy being part of, that supports you in your role, that recognises your contribution and that delivers great outcomes for the neurodivergent people we work to support.
• Involve you in shaping and directing the organisation.
• Listen when we don’t get it right, and welcome constructive feedback.
• Involve team members in development opportunities and spending the social value we’ve accumulated together.
• 35 hour full time working week.
• 4% work place pension contribution.
• 26 days annual leave plus bank holidays pro rata.
•  Access to a wellbeing fund.

Recruitment details

Recruitment Timeline

• Deadline for applications : Tuesday 7th May 9am (unfortuantely we cannot accept any applications past this deadline)
• Applicants notified if shortlisted : Thursday 9th May  
• Dates of interviews : Thursday 16th May
• Interviewees notified if they have been appointed : no later than Friday 24th May

How to apply

The application process is two stages.

Stage 1: download and complete the application form.

• You will be asked to enter some of your contact details and details of previous work.
• You will then be asked to answer 3 questions.
• You will also be asked to complete an optional equality and diversity form.

Stage 2: If you are shortlisted you will be invited to attend an online interview. You will be sent the interview questions 5 days ahead of the interview date.

As part of the interview, you will be asked to complete two tasks that are relevant to the role. One task is responding to email enquiries, and one task is to review and update a finance spreadsheet.

To apply for the role download the application form and return it to recruitment@ndconnection by Tuesday 7th May 9am.

Please note we do not accept CVs.

Further details can be found on our website

Do you enjoy providing excellent customer service and ensuring smooth financial operations.

Would You Like to Work for a Prestigious International School Group?

This exciting opportunity allows you to play a key role in managing student accounts.

Monday - Friday, 8:30 a.m. - 4:30 p.m. (3/4 days onsite in Cobham, hybrid available)

Your School Fees Assistant Benefits will include:

• Private Medical Insurance (optional)
• Medicash Scheme which covers part dental and opticians. (optional)
• Pension scheme whereby employer matches a contribution of up to 5% of basic salary.
• Employee Assistance Programme
• Life Assurance of £100,000
• Professional Development
• Cycle to work scheme.
• Access to Cobham Sports centre and gym

As school Fees Assistant your day to day will include:

• Ensure excellent service for parents and students with school fees.
• Process invoices and payments accurately and efficiently.
• Manage credit card transactions securely.
• Maintain accurate student account records.
• Communicate effectively with parents, students, and colleagues.
• Assist with various financial tasks.

Your skills and experience will include:

• Customer service skills.
• Excellent communication and collaboration skills.
• Experience in a finance team.
• Proficiency in Microsoft Office Suite, with a strong focus on spreadsheets. & experience with CRM systems.
• GCSE English and Mathematics.

If this position aligns with your skills and experience, please forward your CV and application.

Due to the nature of this position, a successful candidate will be required to undergo an enhanced DBS check to ensure suitability for working with children or vulnerable adults. To progress your application, please also be prepared to provide references.

While public transport options are limited, free on-site parking is available for your convenience. Having a car can be advantageous for your commute.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Empowering refugees to thrive as they rebuild their lives.

Upbeat Communities deliver services to welcome refugees and support them to settle and rebuild their lives in the UK. We are looking for an Administrator to support the team.

About You.

Do you love data and technology, and are confident using multiple online platforms and systems? Are you an excellent planner, with a high attention to detail? Are you able to work to tight deadlines, whilst being comfortable with change and flexibility? Do you have good teamwork, communication and interpersonal skills, with the ability to interact with people from diverse backgrounds?

Purpose of the role:

· To be the first point of call for IT, data and facilities processes.

· To provide administrative support across the organisation.

About us.

Upbeat Communities exists to help refugees settle and rebuild their lives in the UK. One of the best resources a refugee can have to help them settle in their new home is a good social network. With this aim, we want to help connect refugees into community. Our name reflects our vision to see thriving communities where refugees can make a positive contribution.

Our organisational values, lived out by our staff and volunteers, are:

We work to WELCOME. We create COMMUNITY. We are inspired to act with INTEGRITY.  We exist to EMPOWER. We are committed to CREATIVITY. We run on RELATIONSHIPS. We are proud to be PROFESSIONAL. We have COMPASSION at our core.

Upbeat Communities' Christian ethos was the driving force behind the charity’s formation and is the basis for the values. Many of our team are Christians but we are eager to build a team that is representative of the diverse nationalities, faiths, and life experiences of the communities we work with.

Main duties and responsibilities:

IT

· Ensure all staff have IT equipment from their first day of work, ensuring that they are able to access the IT support they need with minimal interruption to daily tasks.

· Keep a record of all IT equipment, key information and renewals due.

· Be the first point of contact for IT provider, leading on Cyber essentials & annual IT audit.

· Lead on the implementation of strategic IT goals.

· Support the Continuous Improvement Officer to find new ways of working and ensure we stay up to date with emerging IT trends.

Data

· Maintain organisational databases, ensuring all data is accurate, meaningful, and compliant with the requirements of current and potential funders, as well as Upbeat’s policies and procedures for data.

· Liaise with Data consultants to manage workflow of data requests.

· Present data in a useful manner for stakeholders.

· Play a key role in the organisation around GDPR and Data Protection.

· Be responsible for the confidential maintenance of service user records and other relevant documents in line with Data Protection legislation (e.g. data protection impact assessments).

Facilities

· Support with office management processes (ordering stationery and equipment).

· Support in the efficient use of premises (organise key holder rota, complete regular checklists).

· Support with risk management and Health and Safety compliance (risk assessments, checklists, PAT checks).

Administration

· Provide administrative support to the charity’s projects (topping up payment cards, phone lines, donation admin).

· Assist with organising and monitoring staff training.

· Assist with the review and writing of policies and the staff handbook.

· Assist with process mapping across the organisation.

Other

· Make an active contribution to the overall work of Upbeat Communities through team meetings, staff training, awareness and fundraising events, and any other appropriate activities.

· Be committed to, and work in accordance with Upbeat Communities’ values and ethos, as well as adhering to all organisational policies and procedures.

· Participate in relevant networks and forums to assist in the work of this role as part of individual and professional development.

Person Specification:

We are looking for exceptional candidates who can demonstrate the following experience and skills. Please make sure you evidence each of these areas when you apply.

Experience

· Experience of supporting IT systems.

· Experience maintaining & improving an organisations Cyber Security position.

· Experience using data for reports and presentations.

· Experience of using a range of online platforms for managing data and information.

· Experience of using Microsoft Office, (Outlook, Word, Excel).

· Experience of office / resource management.

Skills & Attributes

· Excellent spoken and written English, with the ability to communicate to participants and external agencies.

· Excellent administrative ability, well organised and reliable.

· Excellent IT skills.

· Confident in managing and interpreting data.

· Ability to plan and manage your own workload.

· A team player with a helpful attitude and a positive disposition.

· Ability to communicate clearly and professionally to a range of stakeholders.

· Good problem-solving skills.

· Ability to work well on your own initiative and as part of a team.

· Understanding of the need to always maintain confidentiality.

· Commitment to some evening and weekend work.

· Commitment to actively demonstrate and participate in Upbeat Communities’ ethos and values.

What we offer as an Employer

· 25 days holiday plus 8 Bank Holidays for full time staff (pro rata for part time staff).

· Flexible working to promote a good work / life balance.

· Opportunities for continued training and development.

· Competitive pension scheme.

· Annual team retreat to recharge, re-envision and build relationships across the team.

· Regular support and supervision.

This new role will lead in the development of the financial resilience and overall vision of the organisation to achieve a strong, effective and ethical finance function.

Working closely with the core staff team, Treasurer and the Finance team, it will develop and maintain financial policies, systems and procedures to enable smooth financial management and transparency.

This role will lead on financial reporting and financial oversight, working with the Management Group and the Treasurer/Trustee team to enable financial compliance and sustainability for Platform. 

As part of building more resilient financial systems, this role will lead and develop our fundraising function, including reviewing and building the systems, processes and policies that enable an effective long-term fundraising strategy.

Details:

Hours: 4 days: 32 hours per week based on a 40 hour week, flexible hours possible.

Contract: Permanent, subject to 6 months probation.

Salary: Baseline salary as of March 2024 is £42,248 pro rata  (£33,791 at 4 days a week) and is subject to Platform’s Socially Just Waging System.

Location: Oxford House, Derbyshire Street, London, E2 6HG, but remote working is possible. Most Platform staff are supported to work from home most of the time, but all permanent members of staff are expected to attend in-person monthly meetings, and other in-person meetings when required. 

Responsible to: Management Group, Trustees (in conjunction with the Treasurer)

Duties and responsibilities:

Work with the Finance Team, People and Process Manager, relevant trustees and the wider staff team including project budget holders to deliver:

• Financial management 

  • Strategic Development 

    • Design and implement systems to enable sustainable financial strategy, integrating finance and fundraising, including budgeting, income projections

    • Jointly lead a review of the Socially Just Waging System

  • Planning  & Delivery

    • Finance software implementation, maintenance and development.

    • Implementation and oversight of organisational finance policies, processes and procedures

    • Support programme managers to produce programme budgets

    • Provide insight on financial risks and opportunities to the staff team to support collective decision making

  • System Maintenance

    • Oversight of pass through grants and financial partnerships 

    • Managing financial service providers (payroll, auditors, book-keepers, software systems development)

  • Financial Compliance and Governance.

    • Coordinating annual audits 

    • Reporting to Companies House, and Charity Commission in conjunction with HR staff

    • Delivering quarterly management accounts to the staff team and Trustees.

    • Support external audits in conjunction with project staff. 

• Fundraising management and coordination

  • Strategic Development

    • Lead and facilitate the collective delivery, monitoring and development of a sustainable fundraising strategy to build financial resilience, in line with Platform’s values to meet the organisation's agreed financial objectives. 

    • Update and ensure active practice of ethical fundraising policy

  • Planning & Delivery

    • Work with staff team to implement short, medium and long-term fundraising plans

    • Develop and manage the fundraising pipeline, including, researching, scoping and supporting bid writing in collaboration with programme managers.

  • System Maintenance

    • Support grant management and reporting using appropriate software.

• Collective organisational management

  • Pro-actively participate in sociocratic, consensus decision making in our team meetings, contributing to the general strategic development of Platform.

  • Participate in line management processes, including line management of colleagues after probationary period

  • Active participation and collaboration in Platform’s restructure process, including development of roles, circles and teams.

Any other reasonable requests made by the Platform staff team and/or Trustees.

Person Specification

Outlined below is our understanding of the skills, experience and knowledge that would be beneficial in the role of Finance and Fundraising Manager. We define this as skills, knowledge and experiences, whether in paid work for charities, SME’s, grassroots campaigning, volunteering or through your lived experience. 

We welcome people to apply even if they do not meet all of the criteria: we are very aware that people, in particular those who are racialised and/or otherwise minoritised may not have had formal opportunities to demonstrate their skills and competence. 

Please do get in touch if you have any questions or want more information about the role.

Essential 

• Commitment to Platform’s vision, values and principles - in particular anti-oppression

• Experience of developing integrated financial and fundraising systems.

• Experience (2 years or more) of managing organisational finances, specifically:

  • Using finance software 

  • Managing payroll and pensions

  • Managing financial service providers

  • Financial compliance and governance

• Experience of developing long-term fundraising strategies focussed on trusts and grants.

• Experience of supporting staff to manage budgets and/or fundraise 

• Experience of collectively running a group, and/or working and/or organising within a collective management structure and/or a flat or non-hierarchical structure

• Excellent collaboration and team working skills, including clear and timely communication, openness to feedback and willingness to engage with conflict when necessary and with care

• Ability to work independently and autonomously within a collective, with a good ability to adapt to changing need and circumstance

Desirable 

• Track record of generating income for an organisation through fundraising, including managing and reporting on grants.

• Knowledge of and interest in anti-oppressive fundraising and financial practices including; 

  • Ethical fundraising policies and practices

  • Equitable budgeting 

  • Socially just pay practices

  • Developments and debate in the philanthropic community

• Experience of developing and maintaining financial policies for an organisation

• Good networks across the social and environmental justice  fundraising/philanthropy sector

• Strong communication skills: able to write and speak in effective, persuasive and inspiring ways, tailored to different audiences.

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.