Finance Manager Jobs in South West
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Due to the rapid expansion of Day One Trauma Support over the last three years, the charity’s infrastructure has needed to respond quickly to meet its changing demands. There is now a requirement to ensure that the Finance and Resources team has the right skill set and capacity to provide the support needed by the charity in an efficient and proactive way.
The HR Officer and Executive Assistant role is a newly created position to reflect both the growing HR needs of the charity as the workforce expands, and the executive support required by the CEO and Senior Leadership Team (SLT) to ensure the efficient and effective running of the charity. This is a key role which is instrumental in bringing the HR and organisational administration functions together at an operational level.
Reporting primarily to the Director of Finance and Resources and assisted by an external HR and Employment Law support service, this role will provide advice, guidance and support to all line managers in HR related matters whilst building and nurturing relationships with key stakeholders throughout all levels of the organisation. This will include support to ensure the efficient and effective management, monitoring and reporting of people metrics, from recruitment, development, retention through to attrition and at all stages of the employee life cycle.
The role will also provide crucial executive support to the CEO and SLT of three Directors, to ensure the smooth operation of their responsibilities and co-ordinating efforts of various parties to ensure completion of key tasks and actions.
As part of an expanding and ambitious organisation, there are considerable development opportunities for the successful candidate and the ability to help shape the infrastructure of the charity.
About you:
You will have at least 3 years’ experience of delivering HR support directly and facilitating line managers to deliver HR support. You will have a demonstrable understanding of employment law and the practical application of this, with experience of implementing HR administration and operational best practice for example, in the areas of recruitment, capability and performance management. You will help lead in creating an atmosphere of trust and an enabling environment where staff can contribute their best and develop their potential, which is critical for Day One as a young organisation.
You will have significant experience of providing proactive and responsive administrative assistance to senior staff and demonstrable experience of developing and managing effective administrative systems. Additionally, the ability to build and maintain trusted relationships through professional engagement and communication skills, both written and spoken, that are effective, empathetic and adaptable to different situations are key to this role.
You will be highly organised and responsive to others in a way that is both timely and professional with well-developed time management skills to manage competing priorities, ensure follow up of actions and meet deadlines whilst working under pressure. A high level of accuracy and attention to detail is critical to this role, whilst maintaining strict confidentiality.
Day One is a young, ambitious national charity dedicated to supporting people impacted by serious or multiple injuries which could result in life changing consequences such as disability or death, referred to in the NHS as Major Trauma. We provide practical, emotional and financial support to adults and children as well as their families and loved ones. Inspired ‘by patients for patients’ our vision is that no one has to piece life back together on their own after catastrophic injury.
Please find the full application pack including job description on our website.
Inspired ‘by patients for patients’ our vision is that no one has to piece life back together on their own after catastrophic injury.
The client requests no contact from agencies or media sales.
Resource Futures’ roots are in community impact and our community projects inspire individuals and communities to act on climate issues. The projects we deliver are many and varied, and all enable people to play their part in reducing waste and living more circular lives. In addition to strong outcomes related to sustainability, these projects build local connections and improve community resilience.
This is a new role, and you will be joining the team at an exciting point in its development, as we consider how we evolve the work. You will work closely with our Community Impact Lead to support both the delivery and the development of our community work. The Community Impact work at Resource Futures is an important part of our business; it captures a number of long-term projects which are at the heart of our company. These include Community RePaint, Community Action Groups Devon, Community Action Groups Somerset, the Fixy project, the Gloucestershire Real Nappy Project and more.
We are looking to build on our strengths and track record of delivering quality, impactful community projects. We therefore have an exciting opportunity for an experienced individual to join our Community Impact team.
What you will be doing
- Project delivery: Getting involved in project delivery, such as foundational research for project development and delivering workshops.
- Project management: Overseeing the effective delivery of projects, including reporting, and supporting the planning and set up of new projects as they come online.
- Innovation and Development: Supporting us to improve and expand our projects and programmes. You will also assist in identifying new projects or funding opportunities and contribute to the preparation of funding proposals. This may involve exploring options for the governance structure of this area of work.
- Marketing and communications: Promoting our projects, developing our external communications and acting as an ambassador for our community work.
- Monitoring and evaluation: We are on a journey to better capture the impact of specific projects, and the impact that our community work has collectively. You will take an active role in supporting this element of our work.
- Partnership working: Collaboration is key to our approach. You will liaise with existing clients and partners for project delivery, develop new partnerships to further our aims and also take part in key networking and external events.
- Team development: You will work closely with the Community Impact Lead to contribute to the development of the team, during our team meetings and away days. You will be comfortable managing staff, teams and subcontractors to deliver desired outcomes.
- Day-to-day operations: Working closely with the Community Impact Lead, HR and Finance, to support our remote project teams, problem solve issues as they arise, develop our internal systems and processes, maximise efficiencies and drive improvements.
Benefits include:
- Embedded flexi working culture.
- 25 days annual leave, plus bank holidays, each year (pro rata for part time employees).
- One volunteer day each year (pro-rata for part time employees).
- A generous ethical pension plan (the company will match up to 7% of your contribution).
- Life assurance cover.
- Employee Assistance Programme, offering 24/7 GP access, mental health support, wellbeing advice, financial and legal guidance.
- Cycle to work scheme and on-site secure bike parking and showers at our Bristol
We are an equal opportunities employer, welcoming applications from all, and we will always consider flexible working options if appropriate. We are Disability Confident and committed to recruiting, retaining, and developing people from the widest possible pool of talent. We are an accredited Living Wage employer, committed to paying a wage based on the cost of living to all of our people.
Deadline 23:59 on Wednesday 8 May.
Interviews to be held on Thursday 16 and Friday 17 May.
Our vision is to create a sustainable world. We support organisations, people and communities to thrive using material resources sustainably.
The client requests no contact from agencies or media sales.
This is a fantastic opportunity to work with one of the UK’s leading charities as Legacy Income Manager and make a significant contribution to helping save lives at sea.
Two thirds of the RNLI’s operations are funded from legacies, and we are looking for the right individual to lead the Legacy Income department, ensuring that income is maximised, and all legal requirements are met. Dealing with over 4,000 open cases at any point in time, the department offers the full range of technical challenges including dealing with the funding of up to 100 projects.
You will serve as an ambassador of the RNLI in dealing with banks, executors, solicitors and other charities as well as providing a first-class service to internal departments, executive management, our trustees and volunteers.
We are looking for an excellent people manager with a strong technical background in legacy administration. You will have significant probate experience gained preferably in a charitable environment, be an expert in dealing with contentious matters and will ideally be a member of the Institute of Legacy Management.
To succeed, you will enjoy working with people, have a strong customer focus and have excellent skills in communicating complex issues to a variety of customers.
This post is subject to clearance of a finance check - satisfactory to the RNLI.
For more information and to apply, please visit our recruitment page.
Closing date: 12 May 2024.
Our staff and volunteers have been saving lives at sea without prejudice for nearly 200 years. We respect and value diversity of background, skills and perspectives within our teams, and consider it essential to help us deliver a world-class lifesaving service. We are an inclusive organisation and welcome applications from everyone. In addition to having the skills needed for the role, we also look for applicants who share our commitment to living our RNLI values (trustworthy, courageous, selfless, and dependable), and helping us work towards Our Vision: To save Every One.
As the Trust and Grants Manager, you will be responsible for generating income from trusts and grants. Based within the Development Team you will look to identify funding opportunities to secure funds to ensure the Hospice successfully achieves its objectives and development plan. With experience of writing bid writing, trust applications and reporting you will have excellent attention to detail and effectively manage deadlines. We are looking for an excellent team player and communicator who is ambitious and solution focussed and has the energy and passion to drive forward our aspirations and operational goals.
Remote or Hybrid working considered.
The client requests no contact from agencies or media sales.
This is a newly created role and there is a great deal of untapped potential here for a proactive leader to support the CEO and SLT to create efficiencies in how we manage our internal infrastructure (IT Systems and processes), Finance and charity Governance, and HR/people to ensure we maintain and develop a thriving and nurturing working environment. The individual will have significant involvement in the strategic vision of the organisation as a whole. With a broad portfolio, the role combines both operational and strategic elements and must be able to flex up and down accordingly.
The client requests no contact from agencies or media sales.
Salary: £50,935.07 per annum
Location: Homeworking with expectation to travel to our London Office as required
Contract: Permanent
Hours : 37.5 per week
Closing date: Thursday 2nd May at 11:30pm
Are you a qualified CCAB, CIMA or overseas equivalent, or in the final stages of qualification? Do you have proven experience of assessing financial risk and producing insightful financial analysis, plus a real desire to further develop? Then join Shelter as a Finance Business Partner and you could soon be playing a key role within our Financial Planning and Analysis team.
About Shelter
A home is a fundamental human need, as essential as education or healthcare. Yet millions of people across Britain struggle on a daily basis with homelessness, bad housing conditions, soaring rents, discrimination and the threat of eviction. So, we are striving for change, with individuals, in communities, across society, and leading the way to a safe home. We need ambitious, best-in-class individuals who are passionate about our cause to join us at this exciting time. This is your chance to play a part in the fundamental change we are striving to achieve.
At Shelter we are united by our purpose to defend the right to a safe home. Our enemy is the social injustice at the core of the escalating housing emergency. We believe that to win that fight, we must be representative of the people we are here to help and those who support our movement for change. In all our people decisions, we take pride in being inclusive, fair, equitable and transparent.
We have committed to combat racism both within and outside Shelter and welcome you on our journey to becoming a truly anti-racist organisation.
About the team
Our Finance Department works as a team of experts to safeguard resources and support decision making across Shelter. We strive to ensure Shelter is financially sustainable in order to achieve our vision of a home for everyone. This particular role sits within the Financial Planning and Analysis team. We support the charity through financial reporting, analysis, and expert advice, and enable collaboration to support managers in making effective business decisions.
About the role
Joining a finance team that collaborates and communicates effectively to help us deliver our mission and vision, making vital business decisions that are driven by expert knowledge and financial acumen will be key to your success here. As part of the role, you’ll engage regularly with our Assistant Directors and their leadership teams to ensure that financial results and key messages are shared and you’ll support stakeholders in engaging with fully available financial insight and reporting. When it comes to our stakeholders, you’ll support and lead finance education and training to equip them with the skills required to execute their own financial responsibilities.
Among your many challenges will be the need to align financial plans to operational and strategic plans and make sure they’re clearly understood by Business Units. Seeing that each Unit is provided with a channel of effective, two-way communication with Finance will be important too. You’ll also work with colleagues in Project Governance and HR Business Partnering to support Directorate planning and business cases, as well as supporting and leading on the delivery of cross-team projects.
We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit.
About you
As well as being suitably qualified (or in the final stages of qualification), you’ll need to be used to working effectively with non-finance stakeholders and varying your communication style to suit the audience you’re addressing. You’ll be experienced in assessing financial risk, and able to produce insightful financial analysis. You’ll also need excellent organisational and time management skills, including the ability to work to deadlines and reprioritise tasks when necessary.
Excellent analytical skills, impeccable attention to detail, a high level of numeracy and intermediate Excel skills are all ‘must haves’ too, as is proficiency in the main Microsoft Office applications, including Outlook and Word. Additionally, it would be an advantage if you have experience working in a Charity and have associated experience of managing restricted funds and fundraising.
How to apply
Please click ‘Apply for Job’ below. You are required to submit a CV and a supporting statement. The supporting statement should address and cover the ‘About You’ points in the job description. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviours below throughout your responses.
- We prioritise diversity and have an inclusive and open mindset
- We work together to achieve our shared purpose
Any applications submitted without a supporting statement will not be considered.
Benefits
We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.
Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that, one day, no one will have to turn to us for help. We’re here so no one has to fight bad housing or homelessness on their own.
To find out more about the role and the benefits of working for Shelter please visit our website. Apply to be part of our team and be the change you want to see in society.
Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.
Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
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!
Salary £55K pro-rata (£27.5K for 0.5 FTE)
18 month fixed-term contract, with a view to permanency
Part-time (17.5 hours per week)
Are you ready to make a tangible impact on public health? The Infection Prevention Society (IPS) is seeking an experienced Financial Controller on a part-time basis to manage the transition of the financial systems and processes. With 2,400 members, the IPS is dedicated to advancing infection prevention and control (IPC), playing a pivotal role in supporting IPC professionals, promoting best practices, and influencing policy to prevent infections.
The organisation is transitioning away from being a association-management / volunteer-led model to a small secretariat, hiring its first CEO and five other positions, including this most senior finance role. You will lead on the transition process covering all aspects of financial management, to ensure the Society’s financial integrity and sustainability.
Key Responsibilities:
- Manage the financial transition to an in-house model.
- Creating and testing all internal processes.
- Oversee Statutory accounts, budgeting, credit control, financial reporting and compliance.
- Manage payroll and pension scheme implementation.
- Forecasting, budgeting, variance analysis and support with audit.
- Investigate potential new income generation schemes with CEO.
Requirements:
- Accountancy qualification (CIMA, ICAEW, AAT, ACCA, etc.)
- Proven experience in a financial management role, ideally within a membership body, learned society, nfp/charity or public sector.
- Open to part-time role only.
- Knowledge of financial regulations and accounting principles.
- Analytical and strategic mindset.
- Strong comms to train and support non-financial staff.
If you're ready to take on this new and exciting challenge, and help shape the future of infection prevention, we want to hear from you! Application will be by CV and supporting statement.
Full job pack will be shared with relevant applicants. A covering letter thereafter will be required.
Are you an experienced fundraising manager with a passion for wildlife, who can inspire support for a cause from a wide range of people and support colleagues in securing the funding they need?
Avon Wildlife Trust has exciting plans for nature’s recovery in the Bristol and Bath city region. We want to create and restore habitats, enable people to take action for wildlife, and secure more land for nature in our local area.
We are looking for a Head of Fundraising who can galvanise support for our work from funders and donors, develop a high-performing fundraising team, and support colleagues in developing fundable projects to restore habitats, engage people and bring wildlife back. If this is you, we look forward to hearing from you.
Overall Purpose of Job
To grow the Trust’s income to enable us to achieve our vision of restoring the abundance of wildlife throughout our area
Main Responsibilities
• Lead and develop the Trust’s fundraising, overseeing development of prospect pipelines and growing income year on year from membership, major donors, individual giving, legacies, corporate partnerships, grants and charitable trusts, ensuring that the Trust achieves its restricted and unrestricted income targets
• Inspire funding support for the Trust’s work through relationship-based fundraising with major donors, corporates and grant-making bodies
• Enable delivery colleagues to secure funding for their work, supporting the development of fundable projects and high quality bids and securing continuation funding
• Stimulate growth in individual giving from members and non-members through the development and implementation of an ambitious plan incorporating supporter development, recruitment and retention.
• Ensure fundraising systems are working effectively and all activity is compliant with the Trust’s policies, fundraising guidelines from regulators, and all relevant legislation, including Data Protection and Health and Safety.
• Manage an integrated functional team across fundraising, contribute to the direction and development of the Trust as a member of the leadership team and undertake other duties in line with the role as requested
We want to see nature restored on a grand scale across the Avon region. We have big plans between now and 2030 to see this happen.
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!
Civitas Recruitment are delighted to be working with a fantastic non-profit organisation that focuses on working with organisations/families to achieve best results with their philanthropy. The organisation takes a proactive role in managing high net worth Muslims' investments to effect positive and substantial changes. The organisation has a team of dedicated team members which research, define and incubate innovative community development projects. The organisation is expanding with operations in both Canada and Australia. An exciting opportunity exists for a Client Relationship Manager to join the team. As Client Relationship Manager, you will be responsible for nurturing and maintaining relationships with charities, volunteers, and other stakeholders to ensure continued support for the charity’s mission and programmes. The role will also involve donor data management, marketing and communications and outreach where applicable. This is a client facing role requiring strong relationships management skills as well as operational skills.
Who are we looking for?
Ideal candidates will have a minimum of 2-5 years’ experience in client relationship management. You will have a proven track record of successfully building and maintaining relationships with clients, donors and stakeholders and achieving fundraising goals. You will possess excellent communication skills, both verbal and written with the ability to articulate the organisation’s mission and impact effectively. You will have a clear understanding of fundraising and marketing and have good knowledge of CRM software e.g., Salesforce, Raiser’s Edge for donor management and reporting. Strong interpersonal skills with the ability to collaborate effectively with diverse stakeholders is also essential for this role. You will be highly organised with a proactive personality and be able to demonstrate a passion for the work of the charity.
If the above role description sounds of interest and you feel like you meet the criteria; please apply immediately or for further information, please contact Syed at Civitas Recruitment for a full JD and informal discussion. Early applications are encouraged as we will be reviewing on a rolling basis and roles may closer earlier than initially indicated.
The Pituitary Foundation are recruiting for a new CEO to lead us into the next phase of our journey.
The Pituitary Foundation is the UK’s leading charity providing support and information for people living with pituitary conditions, their families, friends and carers. We are based in an office in central Bristol, with some staff and volunteers working remotely throughout the UK. Pituitary conditions are uncommon, usually lifelong and can be life threatening. Conditions include acromegaly, Cushing's, prolactinoma, AVP-Deficiency and hypopituitarism.
It is an exciting time to join The Foundation. We are celebrating our 30th anniversary throughout 2024 and are working towards our ambitious strategy which we are excited to achieve. Our new website, and CRM, combined with robust processes and procedures offers a strong foundation, for a new CEO to build on.
About the Role
This role will combine the ambition of The Foundation without losing the core importance of being a person-centred patient support group, offering kindness and support at challenging times. You will bring excellent interpersonal skills, as well as financial acumen and an appetite for seeing the best possible service delivered to a wide demographic.
Location: Based in the Bristol office, with flexibility for hybrid working
Salary: £55,000 - £60,000
Reports to: Chair and Board of Trustees
Holiday: 30 days plus statutory bank holidays
Pension: 5% employer contribution
How to Apply
The recruitment pack and process for application can be found on our website or below.
Deadline for applications is 9am Tuesday 14 May 2024
The outgoing CEO and Chair, welcome informal phone conversations in advance of submitting an application.
The Pituitary Foundation believes in diversity and equality. We especially welcome applicants who are under-represented within the charity sector and want to build a team with a diverse range of perspectives, backgrounds and skills. You do not need to have lived experience, or direct knowledge of pituitary conditions – just empathy and an appetite to learn. We know that a diverse team is a strength, and we look forward to hearing from all interested applicants.
We invite all interested candidates to apply for the position. To ensure that your application is considered, we strongly recommend that you attach your Curriculum Vitae (CV) and a cover letter. These documents will provide us with a comprehensive understanding of your motivations for the role.
See attached application pack and please send a cv and cover letter (no more than 2 sides of A4), or film of an equivalent length which includes:
o Why you are interested in this role,
o How your experience or interest meets each point of the person specification.
The client requests no contact from agencies or media sales.
This role will work closely with the Head of Support Services supporting our volunteers and wider community through a range of services and events.
You’ll work with our incredible volunteers to support others living with conditions and raise awareness and understanding of our work. You will recruit and support people to engage in volunteering in the way that best suits them.
Alongside this you will undertake administrative work to ensure the smooth running of Support Services, and deliver our flagship in person events.
You will report directly to the CEO and work closely day to day with the Head of Support Services. It’s an exciting role which offers the opportunity to develop a broad range of skills in a supportive, can-do, values led organization.
Role Description
Volunteers
o Working with the CEO and Head of Support Services develop and deliver the Volunteering Strategy for the organisation.
o Work to significantly increase the inclusivity of volunteers and the work done by volunteers.
o Oversee the recruitment of volunteers and ensure appropriate induction in collaboration with relevant staff.
o Deliver mandatory initial and ongoing training for volunteers.
o Working with colleagues, produce and keep up-to-date policies, processes and forms, ensuring volunteers understand and use these resources.
o Provide day-to-day support to volunteers, working closely with the Head of Support Services.
o Manage all volunteer programme communications in collaboration with the Communications Officer including: ebulletins, website, social media and print materials.
o Collect and process feedback and statistics and compile reports on satisfaction and effectiveness as required.
o Provide specific support for volunteering roles including;
Helpline and Telephone Buddies
o Support the transition of the helpline to a new scheme such as our telephone buddy scheme
o Support and review the telephone buddy scheme
o In conjunction with the Head of Support Services, support the implementation and ongoing management of a new Facebook support group
o Collate statistics on helpline calls and report on this monthly.
Local Support Groups
o Support the establishment of online condition specific and new regional groups.
o Undertake visits to Local Support Groups as appropriate.
o Working with the Finance and Operations Manager support the groups to use funds they have raised.
Other Volunteers
o Support Office volunteers in their day to day work, being the first point of contact and allocating tasks.
o Working with the Head of Support Services contribute to the development of the Lived Experience Committee.
o Working with the Head of Fundraising support and engage Ambassador and Fundraising volunteers.
Support Service Coordination
o Ensure the CRM system is up to date with all Support Services information.
o Ensure all statistics relating to Support Services are up to date.
o Ensure Support Services’ phone systems and booked calls are effectively and efficiently set up.
o Ensure accurate record of all research and surveys we are asked to engage in and follow up on outcomes of that research.
o Undertake any small administrative duties as required.
o Where required, provide support in managing the helpline emails.
Support Services Events
o Lead on the development and delivery of three one day conference style events annually. These will be held throughout the UK and will offer panel discussions and networking for our community.
o In partnership with the wider team, occasionally represent The Foundation by running information stands, coordinating volunteers and preparing information for external events such as industry conferences.
o Where appropriate attend and present at external meetings.
o Support the management and delivery of the portfolio of online and in person events delivered by the Pituitary Foundation in conjunction with the wider team.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Schedule of Services: Statement of Work (SOW)
Consultancy Title: Microsoft Apps Developer for Travel Request Automation
Location(s) where the Services are to be performed: Remote
Contracting Manager: Director of Supply Chain and Operations
Dates: to start in May 2023, and expected to be developed, tested and live within 3 months
Role Classification: Depending on the nature of services this contract will require the consultant delivering these services to have undertaken Standard or Advanced pre contracting checks
Scope and Nature of Services
Relief International (RI) is a leading nonprofit organization working in 14 countries to relieve poverty, ensure well-being and advance dignity. We specialize in fragile settings, responding to natural disasters, humanitarian crises and chronic poverty.
RI is seeking proposals from Microsoft App developers to develop an automated Travel Request Form (Lot 1) and Expenses Claim Form (Lot 2) within RIs Microsoft environment. The Forms will need to be able to populate relevant budget code data from RIs finance management system (Oracle Netsuite), use RIs single sign on (SSO) and MS Identity Service (EntraID) and preferably be able to work offline (sync’ing when the user has internet connectivity). Based on the data collected in the forms RI also requires a dashboard of relevant data to be generated using PowerBI (Lot 3).
Developers should bid for both Lot 1 and Lot 2 separately. The fees for Lot 3 (PowerBI) will be agreed with the successful bidder on completion of the initial scope of work related to Lots 1 and 2 and as such no quote is required for Lot 3 in this submission..
RI is open to revising its requirements based on recommendations from a developer where this can improve the functioning of the forms.
RIs IT department will be part of the developer selection process, and will review and sign off on all deliverables prior to any payment.
Lot 1: Travel Request Automation Requirements
A Travel Request (TR) form is to be created in Microsoft (MS) Apps, with an approval workflow automated using MS Automate, and using MS Lists if needed. It will be run on RIs SharePoint, and accessed the RI Sharepoint MyApps page. It can also preferably be used offline, with the data synchronising when a user has internet access.
Any RI staff can access and create a TR and submit it for approval in the RI MS environment. The fields for the TR are defined in Annex 1. Note that Annex 1 is broadly based on the RI pdf Travel Request form (with some differences), which is available in Annex 5.
Once a TR is submitted for approval it obtains a system generated unique serial number and follows the approval process and subsequent actions as outlined in Annex 2.
Once a TR is approved a traveller receives an approved TR via email, with a link to a form they can save and/or print, which they use to book relevant travel.
Traveller draft and approved TRs will be available for a traveller to access at any time on a dashboard within the RI Microsoft environment that only shows those relevant to the Travellers RI email address.
Lot 2: Expenses Claim Form Automation Requirements
A form is to be created to support Expense Claims and Cash Advance Settlements, called the Expense Report Form (ERF).
The ERF is to be created in Microsoft (MS) Apps, with an approval workflow automated using MS Automate, and using MS Lists if needed. It will be run on RIs SharePoint, and accessed the RI Sharepoint MyApps page. It can also preferably be used offline, with the data synchronising when a user has internet access. Any RI user with access to RI SharePoint can complete and submit this form. Based on the data collected in the forms RI also requires a dashboard of relevant data to be generated using PowerBI (Lot 3)
Any RI staff can access and create an ERF and submit it for approval in the RI MS environment. The fields for the ERF are defined in Annex 3. Note that Annex 3 is broadly based on the RI Expenses Claim Form (with some differences), which is available in Annex 6.
The ERF must be able to link with an approved TR (lot 1) in such a way that once a user has opened a new ERF they can point the ERF to a particular TR which then auto-populates relevant fields into the ERF (see Annex 3)
Once an ERF is submitted for approval it obtains a system generated unique serial number and follows the approval process and resulting actions as outlined in Annex 4.
Once a TR is approved a traveller receives an approved TR via email, with a link to a form they can save and/or print, which they use to book relevant travel.
Consultant Profile and Submission Requirements
RI is seeking a developer who
- Has significant experience with developing such automations within customer Microsoft systems
- Is registered as a consultant and can provide formal invoices against which payment will be made within 30 days of satisfactory sign off of work by RI
Proposals must include
- The developers CV, showing relevant experience with MS Apps, MS Automate, MS Identity Services, MS Identity Service (EntraID), MS Lists and MS PowerBI, as well as experience with integrating data from other systems (e.g. Oracle Netsuite)
- A supporting letter with
- a fixed price cost for Lot 1 and Lot 2 separately, including any VAT
- your hourly or daily rate for any additional work related to Lot 3
- examples of similar work completed in the past 2 years
- a proposed timeline for the work, which must include
- at least 1 detailed scoping session with relevant RI staff to finalise the requirements
- at least 2 review cycles by RI staff to ensure the final product meets RIs needs.
RI Values.
Guided by the humanitarian principles of humanity, neutrality, impartiality, and independence, as well as “Do No Harm,” Relief International Values:
We value:
- Integrity
- Adaptability
- Collaboration
- Inclusivity
- Sustainability
How to apply.
To apply for this post, click on the “Apply” button in the job advert page.
- You will be asked to upload a CV and your proposal (timeframe and activities plan) to completing the consultancy.
- Your proposal should be no more than 2 pages long and explain and how your skills and experience make you a good fit.
Closing date. April 30, 2024
Relief International has a zero-tolerance policy for unlawful harassment, sexual exploitation and abuse. Relief International is committed to protecting our staff and the communities we work with from abuse and harm including sexual exploitation, sexual abuse and sexual harassment.
All team members are expected to abide by our Code of Conduct.
Recruitment to all roles in Relief International include a criminal records self-declaration, references and other pre-employment checks, which may include police and qualifications checks.
The client requests no contact from agencies or media sales.
English for Action
Operations Lead
Salary: £23,595 (£39325 pro-rated) (likely increase from August 1st to keep up with inflation)
Hours: 22.5 (3 days) per week
Location: Work from home, with occasional meetings in London required (travel at employee’s expense).
Duration of contract: permanent
Closing date for Easy Apply applications: Tuesday May 7th, end of day
Closing date for further applications: Wednesday May 15th, end of day
Interviews to be held on: Friday May 17th in the afternoon
Reporting to: The trustee HR subgroup and a line manager on the Executive Team
The role at a glance: Leading on EFA’s operations, with particularly emphasis on financial management and HR support for our small team of (currently) 8 employees. You’ll develop and administer our People policies, practices and culture to support EFA as a happy, equitable place to work and an effective mission-focused organisation. Scope for both day-to-day care for our systems and creative improvement of how we do things. In addition, to oversee EFA finances; payments received and paid, budgeting, monitoring any financial risks and advising with records/reports to the board of trustees and staff team on a monthly basis. Read more about the role.
You at a glance: You’re passionate about the community organising and education work we do with migrants in London and the radical participatory ethos of EFA London. You bring strong experience of ‘People work’ and governance of groups or organisations (whether paid or unpaid), with an interest in how to bring the best of conventional operations practisce into a team interested in a more equal distribution of power. You’re a ‘people person’, combining strong communication skills with a strategic eye on moving towards solutions. You’re committed to anti-oppression and promoting healthy workplaces for staff. You have a fastidious approach to the administration which underpins all of this.
About EFA
English for Action provides free, participatory, and empowering English language classes (ESOL) for migrants in London. Our classes are spaces to build community and support students to organise collectively around issues like employment and housing rights. Our work currently supports around 500 adult migrants across London. We’ve become a national centre of good practice for a radical participatory approach to ESOL, informed by the work of Paulo Freire, and we share this approach through trainings, research and partnerships.
Organisation: We are a staff team of 8 people supported by a larger team of volunteers and 9 trustees. EFA promotes shared leadership and collaboration and we aim for our organisational structure to reflect this. In the last 4 years we’ve transitioned away from having a CEO to an executive team to oversee operations and decision-making - which you could be elected to join following your probation period. We’re still in transition and there is scope to make a real contribution to developing innovative practice within our workplace. As a charity, ultimate responsibility for, and control of, the organisation lies with the Board of Trustees.
EFA employee benefits include:
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Pension scheme with employer matched contribution, currently at 6%.
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Pay rises in line with inflation wherever possible (we have a flat pay structure)
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Tech and cycle scheme
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Flexible working possible based on your needs
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Continuous Personal Development actively encouraged and training opportunities explored.
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Enhanced annual leave: starts with 24 days per annum pro rata, rising to 32 days per annum pro rata plus Bank Holidays (pro-rata for part-time hours) after probation, with some restrictions on when holidays must be taken.
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Full entitlement to days off for sickness (including mental ill-health), compassionate leave, bereavement leave, and parental leave
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Enhanced maternity/paternity/adoption/shared parental leave pay
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Enhanced sick pay
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Collaborative decision making on organisational strategy and practice
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Working within an organisation that makes a huge difference in communities across London and the UK.
Recruitment process / how to apply
We know applying to jobs can be time consuming! And often candidates with lots of relevant experience can be put off if they don’t fit every part of the job description.
So, we’re using an ‘Easy Apply’ form, where you can attach a CV and fill out three questions to express interest in this role. Even if you are not sure you quite fit all the specifications - give it a go. It may take as little as 10 minutes.
We’ll then encourage you to apply at Stage 2 if we feel you have relevant skills and
experience. You’ll then have another week to complete a few further questions.
Get in touch if you’d like to chat informally about any aspect of this job description or the role:
The client requests no contact from agencies or media sales.
Do you want to make a difference and be part of a vibrant and inclusive organisation that has been helping save lives for more than a century? As one of the country’s best-loved charities, St John Ambulance played a pivotal role in responding to the pandemic as well as everyday health emergencies, training, supporting communities, and improving young people’s lives.
You’ll be responsible for managing the legacy and in memoriam (in mem) marketing programme, including annual budget proposals and analysis. You’ll promote legacy and in mem giving to both internal and external audiences, using a variety of techniques and media, including direct mail, telemarketing, digital, national events and internal cross-team working
Reporting into the Legacy Manager, you will either be able to work in a hybrid way working between home and 2 days per week at our London office or remotely working from home with a requirement to attend our London office for a team anchor day once a month.
We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. The role benefits from a competitive salary, generous pension, hybrid, flexible working, 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years, options to buy and sell holiday, free first/mental aid first aider courses, Blue Light and NHS online shopping discounts, cycle to work scheme, life assurance, flu jab, eye care, mental health and wellbeing tools and volunteering days.
About You:
Having previously worked within a direct marketing team within the charity sector, you’ll have experience project managing campaigns with external agencies and internal stakeholders utilising a variety of fundraising channels such as digital, email, social media, direct mail, and telemarketing.
You’ll also have gained experience using Dynamics 365, Raisers Edge or a similar database.
About The Role
- Lead on the planning and implementation of legacy and in mem fundraising portfolio, managing marketing campaigns from initial brief through to post campaign analysis.
- Develop and maintain sustainable relationships with in mem supporters and legacy prospects in local communities, with the support of community fundraising managers and local volunteers – keeping these supporters at the heart of your work to to maintain and increase their support through excellent stewardship.
- Prepare and administer correspondence and relevant paperwork and ensure maintenance for full and accurate database (D365/First Class) records, analysing financial and non-financial data to monitor and improve engagement and customer service performance.
- Proactively keep abreast of competitor activities, new initiatives and sector trends.
- Effectively plan and execute legacy events around the country, with the aim of motivating supporters to consider leaving a gift in their Will.
Please see the job description for more detail
About Us:
St John Ambulance is committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve. At St John, everyone is valued and supported to thrive; we have several networks including the Armed Forces Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups. We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equity, diversity and inclusion.
We reserve the right to close this vacancy early if we receive a high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.
Closing date: 6th May
Please ensure you apply with your CV and a supporting statement on why you believe you would be the most suitable individual for this position.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
Are you a part qualified Accountant looking to use your skills and accounting knowledge to help address the biggest health issue in the UK today?
We are looking for an Assistant Financial Accountant to join our friendly Finance team as we continue to build our team of passionate people that rise to any challenge. We are looking for someone who would love to be part our success, as we progress our Finance transformation journey and strengthen the Financial Accounting function for the Society.
In this role, you will be involved in key processes that underpin the sound management of both the financial accounting function and the transactional accounting teams.
Key responsibilities of the role include:
- Playing a key role in the delivery of the month end process, including preparation and posting of certain journals.
- Preparing accurate and transparent balance sheet reconciliations.
- Assisting with deliverables for the statutory accounts and year end audit.
- Liaise and collaborate with Finance Business Partners and Financial Accounting and Transactional teams to ensure that financial policies and procedures are understood and robustly managed.
- Assist with the preparation of other external reporting.
- Participating in ad-hoc finance projects.
- Suggesting and actioning improvement to current processes when recognised.
Alzheimer's Society have recently been named on the Sunday Times Best Places to Work 2023. We have achieved excellent scores for workplace happiness, pride, and job satisfaction and we're incredibly proud of this achievement.
About you
- Part qualified accountant (ACA, ACCA or CIMA) with prior experience in a financial accounting role.
- Experience of working with ERP finance systems. Knowledge of Unit 4 (Agresso) Finance System (desirable)
- Experience in management accountant.
- Knowledge of financial accounting standards and a good understanding of financial policies, processes and controls
- Can-do attitude with an ability to prioritise work and meet deadlines.
- Resilient individual with a desire to deliver process improvements.
- Flexible and driven to provide outstanding support to your team and wider colleagues.
Person Specification
- Excellent and professional communication skills, both verbal and written.
- Excellent IT skills and extensive experience/knowledge on using Microsoft packages, particularly Excel.
- Work collaboratively and be able to prioritise your workload effectively.
- Strong analytical and interpretation skills.
- Excellent organisational skills and great attention to detail.
- Advocate for Alzheimer’s Society, demonstrating passion and resilience to make a difference.
- Be a self-starter and incredibly motivated.
About Alzheimer's Society
At Alzheimer's Society, we believe passionately that life doesn't end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.
Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.