Finance systems manager jobs
We are recruiting for an experienced and organised Student Records Manager who will lead and manage the NIoT’s operational delivery of student records within Registry. The postholder will ensure that all aspects of student records and student funding at the NIoT are compliant with rules and regulations and that processes are efficient.
About us
The National Institute of Teaching (NIoT) has an unswerving commitment to high quality, evidence-informed teacher education, and is on a mission to improve the quality of teacher and leader development across the system.
The Registry team at the NIoT plays a crucial role in the mission of the NIoT by delivering services which support the administration of student records from enrolment through to graduation. The Registry ensures that all aspects of the student lifecycle meet regulatory requirements and provide an exceptional student experience.
About the role
We are recruiting for a Student Records Manager to lead and manage the NIoT’s operational delivery of student records within Registry. The postholder will ensure that all aspects of student records and student funding at the NIoT are compliant with rules and regulations and that processes are efficient. The postholder will be the main point of contact for Faculties and NIoT staff in relation to student records and student finance. The postholder will be expected to work closely with colleagues across the NIoT to ensure that processes and procedures support the delivery of an exceptional student experience.
Essential Criteria:
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A commitment to the aims of the National Institute of Teaching.
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An interest in the education sector and a belief in the value of teachers and school leaders.
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A bachelor’s degree, or equivalent.
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Substantial experience of operations and management of student administration, particularly in student records and student finance.
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Strong understanding of UK higher education regulations and significant experience of Student Finance England regulations and processes.
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Excellent interpersonal and communication skills.
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Excellent organisational skills and attention to detail.
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Ability to receive, understand and convey information that needs careful explanation or interpretation e.g. procedures or regulations and provide guidance to others.
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Strong relationship management skills, including communication, engagement, facilitation and negotiation skills.
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Knowledge of data protection regulations and best practices in handling sensitive information.
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Experience of managing complex administrative processes in an educational setting and managing large data sets.
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Experience of planning, prioritising and organising team tasks to meet deadlines and monitor service delivery and quality.
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Proficient in the use of MS Office software packages, such as Word, Excel and Outlook.
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Experience of using and developing a management information system or CRM system.
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Experience of managing, analysing, interpreting and presenting data.
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The ability to problem solve and resolve both operational and strategic issues.
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Experience of designing and delivering improvements to processes and/or services.
Desirable Criteria:
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Experience within a student administration role in Higher Education at a managerial level.
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Experience of policy development and implementation.
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Experience of project management.
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Evidence of continued professional development.
This is an exciting opportunity for candidates looking to further develop their managerial experience within a fast-paced specialist higher education institution, and who wish to utilise their skills and expertise in registry and student finance operations. This is an opportunity to grow your skills in system development and management within a supporting and development focused environment.
Key benefits:
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Highly competitive pay and pay progression opportunities.
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Flexible start and end working times.
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Flexible working opportunities, including hybrid working.
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At least 27 days’ holiday a year (plus 8 bank holidays) rising to 33 days after five years’ service.
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Entry to the Local Government Pension Scheme.
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A stimulating, supportive and rewarding working environment with a dedicated team of likeminded professionals.
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Excellent opportunities to develop your skills and experience and to progress your career.
The National Institute of Teaching is committed to creating a diverse environment and ensuring that all qualified applicants receive equal consideration for employment. We are committed to fair and inclusive recruitment practices and are open to job shares, secondments, part-time, and flexible working schedules.
We think a wide range of different work and educational experiences could support you to be successful in this role. We encourage applications from all backgrounds, communities and industries, and are committed to employing a team that has diverse skills, experiences and abilities.
Location: Within commutable distance of one of our campuses in Beckenham, Birmingham, Blackburn, Doncaster, Redcar, Bristol or Bradford.
Contract: Fixed term for 4 years due to funding.
How to apply
For more information and to apply online, please visit our vacancies page.
Closing date: 4.00pm on 17 August 2026.
Interview date: 1 September 2026.
We reserve the right to close this vacancy early if we receive a high volume of applications.
Candidates must already have the right to work in the UK, as we are unable to offer visa sponsorship for this role.
This post requires a satisfactory enhanced disclosure from the Disclosure and Barring Service (DBS) with a Children’s Barred List Check and Occupational Health Check is required as a condition of employment.
Using Anonymous Recruitment
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About us:
Are you passionate about financial capability? Join us to develop knowledge, resources and tools that are accessible to all!
At The London Foundation for Banking & Finance (LFBF), our story began in 1879 when a group of visionary bank workers set out to elevate professional standards and leadership in the industry. Over the years, we became a recognised leader in financial services education, offering industry-leading qualifications and setting the gold standard for professional competency.
In 2023 we entered an exciting new chapter as an independent charity, revitalising and refocusing our mission to improve financial capability and empower professionals in the sector. In 2025 we published a new external strategy with our social impact metrics which will lead to our 150 year anniversary in 2029. We are now seeking a passionate leader in the Financial Capability field to join our senior management team and work alongside our Chief Executive to continue to drive our transformation forward.
Our charitable objective is the advancement of knowledge and education in financial services, and to carry out research and publish useful results for the benefit of the public. In doing so, we seek to improve levels of financial literacy and skills, as well as support those working within or considering a career in the financial services industry.
Our objective is just as relevant, perhaps even more so, today as it has been in our long history. If you're inspired to make a real impact and contribute to the advancement of financial knowledge for the benefit of society, we want to hear from you.
About the role:
In this role, you will be instrumental in implementing our strategic financial capability objectives, which align with our charitable objects and goals. Your responsibilities will include developing partnerships, identifying new markets, expanding our reach, measuring social and commercial impact, and strengthening the organisation’s brand and stakeholder relationships. The role also supports policy, communications, risk management, project delivery and long-term strategic planning in financial capability.
This is an exciting opportunity for a senior professional who is looking to apply their expertise in a strategic leadership role while enjoying both the flexibility of hybrid working and flexible part-time hours.
Key Responsibilities:
- Implement strategies to promote and broaden the use of the content from existing financial capability educational material to build income streams.
- Develop a business model for the financial capability content which balances the achievement of our charitable object with income streams.
- Identify and develop opportunities to secure widen the reach of our financial capability content.
- Identify new markets, audiences and partnership opportunities and make evidence-based recommendations on where to focus our effort.
- Develop a suite of metrics for Financial Capability to measure success, to include both social and commercial impact
- Lead and support presentations to win commercial commitment from organisations and stakeholders.
- Play a key role in supporting UK policy development and implementation with regard to financial inclusion and capability - acting upon and responding to initiatives proposed by UK and international policy makers, legislative bodies, and regulatory authorities.
- Leverage strong project management skills to drive and sustain financial capability projects.
- Identify and keep under review the risks associated with the financial capability proposition, reporting on any that have emerged and identifying any potential news ones, putting forward strategies to mitigate the impact.
You will have:
- Worked in a senior executive role in financial capability, preferably at Head of or Director level.
- Knowledge of financial capability issues within the UK
- Excellent business development skills including commercial awareness, negotiation and written and verbal communication skills.
- Project management skills to oversee financial capability plans, and expertise in identifying and maintaining relationships with key stakeholders
- Be collaborative and team orientated
What we offer:
- An opportunity to make a significant impact on the success of the strategy of the charity.
- A collaborative, adaptable and supportive work environment where integrity and innovation are valued.
- Competitive compensation based on your experience and the charity sector.
- Hybrid working – work from home and work from our London office based in the City: we need you to be in the office on at least two fixed days a month but otherwise we’re flexible.
- Flexible working days and times: we’re flexible on how this role is worked — it could be three full days, five shorter days, or another arrangement that works for everyone.
- We recognise that physical, mental and financial wellbeing is important:
- so enjoy our generous annual leave (30 days plus bank holidays for full time hours, pro rata for part time hours).
- join our Private Medical insurance scheme.
- provision of generous life insurance cover, to provide financial security to your loved ones should the worst happen.
If you meet the requirements of the role and are looking for a new challenge, then submit your covering letter and CV using the Quick Apply button. Please read our recruitment privacy statement before application.
Please note LFBF does not hold a sponsor licence so is unable to offer a Skilled Worker Visa for this role.
Proposed Interview dates:
Interviews: One date from either 16 or 17 September 2026 (in person at our London office)
Please note that depending on number of applications we receive, we reserve the right to close the advert early.
The London Foundation for Banking & Finance, a charity incorporated by Royal Charter, dedicated to supporting knowledge and lifelong education.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
At The Baked Bean Charity, we believe everyone deserves the opportunity to thrive. Every day, we support adults and young people with learning disabilities through creative, educational and wellbeing services that build confidence, develop independence and create genuine opportunities for people to reach their full potential.
We're looking for an exceptional organiser, problem solver and people person to join us as our Deputy Service Lead.
This is a varied and rewarding role at the heart of our organisation. Working closely with our Service Lead and Operations Manager, you'll help ensure our services run smoothly, our teams are supported, and every student receives an outstanding experience from their very first enquiry through to becoming part of our community.
No two days are the same. One day you might be welcoming a new student and supporting their transition into services, the next you'll be leading our transport team, improving an internal process, coordinating recruitment, or helping implement new systems that make life easier for colleagues and better for the people we support.
What you'll be doing
You'll take ownership of several key areas that keep our charity running successfully, including:
- Leading and supporting our transport team to deliver a safe, reliable and person-centred service.
- Coordinating referrals, admissions and onboarding, ensuring every new student receives a warm, organised and individualised introduction to Baked Beans.
- Managing recruitment administration, onboarding, DBS checks and key HR processes to provide an excellent experience for new and existing colleagues.
- Maintaining high standards of quality, compliance and governance through effective systems, documentation and record keeping.
- Helping improve the way we work by developing new processes, supporting service improvements and finding practical solutions to everyday challenges.
- Supporting in incident response and reporting including being a Designated Safeguarding Lead
- Working closely with colleagues, families and professionals to ensure our services remain organised, responsive and centred around the needs of our students.
About you
We're looking for someone who enjoys taking ownership, thrives in a busy environment and genuinely loves making things happen.
You'll be someone who:
- Is highly organised and naturally keeps lots of moving parts on track.
- Enjoys improving systems and finding better ways of working.
- Builds positive relationships with ease and communicates confidently with a wide range of people.
- Can balance attention to detail with seeing the bigger picture.
- Is calm under pressure, practical in approach and diligent in follow up
- Able to maintain high levels of confidentiality – discrete and professional, with previous experience of supporting HR administration (whilst a formal qualification is not essential)
- Shares our commitment to inclusion, dignity and providing outstanding support for people with learning disabilities.
Why join us?
This is an opportunity to be part of a charity that is ambitious, creative and constantly evolving. You'll have the chance to shape the way our services operate, providing a supportive backbone to our everyday operations, and working alongside a passionate team who genuinely care about making a difference.
If you're looking for a role where you'll have real responsibility, plenty of variety and the opportunity to see the impact of your work every day, we'd love to hear from you.
Alongside a rewarding role, we provide a range of benefits to support your wellbeing and work-life balance. These include enhanced annual leave, access to an Employee Assistance Programme, and a staff benefits platform with discounts on shopping and everyday costs. We also embrace a casual dress code to help you feel comfortable at work.
Ready to apply?
If you're exceptionally organised, enjoy working with people, and improving processes we’d love to hear more about how you could play a key role in changing people’s lives with a role at the Baked Bean Charity.
Please note we will review all applications as they are received, and begin contacting candidates for interview throughout that process. Interviews will however be scheduled to take place during the week commencing the 24th August 2026.
Preferred start date: September 2026.
Championing people with learning disabilities via creative education - pushing boundaries, empowering lives and creating a world where all can thrive.

The client requests no contact from agencies or media sales.
Senior Programmes Manager (Fixed-term contract)
Reports to: Director of Finance and Operations
Hours: Full time with flexible hours. Core hours are 10am to 4pm
Location: Hybrid. London (Embankment) on Wednesdays and Thursdays and remote working
Salary: £44,748 p.a.
Contract length: 13 months (starting mid November 2026)
Applications close: 23:59 on August 28th.
First round interviews: September 8th (online)
Second round interviews: September 16th at The Economist Group’s offices in London.
We are committed to an inclusive recruitment process. If there are any adjustments or support we can provide to help you perform at your best during the interview, please let us know.
BENEFITS
- 25 days annual leave, UK bank holidays and one volunteering day a year, one day for moving home
- A highly competitive pension (up to 11% employer contribution for 5% employee contribution)
- Private health insurance, eye tests and medical checks
- Flexible working: core hours from 10am to 4pm with a minimum of two days spent in the office in London each week (currently Wednesdays and Thursdays)
- 24/7 access to counselling and wellbeing resources through our Employee Assistance Programme
- Income protection insurance and life assurance
- Cycle to work scheme, season ticket loan and gym membership loan
- Free access to The Economist content, including an online subscription, our range of apps, podcasts and more
ABOUT US
The Economist Educational Foundation is a fast-growing charity on a mission to ensure that every child is empowered to think critically and communicate effectively about the world’s most complex current issues.
In 2025-6 our core programme, Topical Talk, more than doubled its reach to over 1 million young people across 99 countries. We are at a time of great opportunity, in England and internationally, and have ambitious plans to keep growing and deepen our impact further.
Topical Talk helps children join inspiring discussions about the news by providing:
- Topical Talk Headlines – award-winning weekly lessons for classroom discussions about global news stories
- Leadership for Change Prize – child-led solutions to complex global issues
- Community partnerships – support and training for teachers via partnerships with Multi-Academy Trusts in the UK and School Districts in America
Our programme has received international recognition, including from HundrED as one of the top 100 education initiatives, from UNESCO as a winner of the Global Media and Information Literacy Awards 2022 and from the Money And Inclusion Awards (MAIA) for best content in 2025.
THE ROLE
We are seeking a highly organised, agile and structured Senior Programmes Manager to lead the operational planning, project management and execution of our flagship educational programmes. In this role, you will be the operational engine behind multiple cross-departmental projects, with a focus on meeting the needs of our global teachers and students, as well as funders.
In this fixed-term role you will work closely with our educational content leads, designers and external stakeholders to ensure our high-impact classroom resources and live events are delivered seamlessly, on time and to the highest standard. Rather than drafting the pedagogy yourself, you will manage the project lifecycles, coordinate workflow across internal and external teams and optimise the systems that allow our world-class educational programmes to reach over 1 million young people globally.
RESPONSIBILITIES
Project and operational management
- Manage the Topical Talk Leadership for Change Prize, Live Lessons, curriculum modules and student workshops end-to-end: from roadmaps and capacity mapping through to impact and evaluation
- Project manage the filming required for our content delivery, including the booking and management of experts, production teams and Economist colleagues
- Track and coordinate progress across content creators, graphic designers, proofreaders and editors to ensure all deliverables meet tight production deadlines
- Balance team workloads across concurrent educational projects and plan capacity for incoming projects
- Continuously refine workflow processes to streamline resource creation and evaluation
Programme governance and evaluation
- Partner with the Director of Programmes to track key performance indicators (KPIs), evaluate audience reach and maintain rigorous data collection for monitoring and evaluating our programmes
- Proactively identify bottlenecks, content risks or scheduling delays, implementing swift mitigation strategies to keep delivery on track
Live Lesson and workshop operations
- Manage the end-to-end operational execution of student workshops and our Live Lessons – handling scheduling, platform setups and logistics
- Coordinate school visits for content testing and observation, ensuring all safeguarding and operational requirements are fully met
Stakeholder and relationship coordination
- Serve as the primary operational point of contact for external topic experts, guest contributors, and editorial contributors from The Economist Group
- Maintain clear lines of communication between the programmes team, marketing, operations and external partners to ensure projects are aligned with strategic aims
- Manage external freelance contractors and vendors, with support from the administrative officer
SKILLS AND BEHAVIOURS
Whether you come from a project or educational management background or are a leader in charity operations, you possess the following:
- Outstanding ability to build, manage and maintain complex multi-phase project plans with precision and accountability
- A relentless eye for detail, operational rigor, and a knack for creating clean, efficient workflows out of complex tasks
- A proactive, self-starting mindset capable of foreseeing risks, resolving bottlenecks quickly and keeping cross-functional teams moving forward
- Exceptional written and verbal communication skills to effectively coordinate across diverse stakeholders – from freelance producers and internal creative teams to senior editors and external experts
- A collaborative nature. You motivate project contributors, keep teams aligned and foster a supportive working environment
- Discipline with deadlines, whereby you act as a dependable anchor for the team, managing requests consistently
EXPERIENCE
You have…
- Proven project management experience where you have demonstrated success in managing content creation, publishing workflows or educational delivery pipelines from conception to completion
- Experience using project management and collaboration platforms to drive team accountability and workflow tracking
- A track record of coordinating multi-disciplinary teams (e.g. writers, designers, subject-matter experts) under tight production schedules
- Experience implementing monitoring, reporting and evaluation frameworks to track project success metrics and user engagement
- Practical experience running hybrid, in-person, or large-scale virtual workshops and webinars
You might have…
- Formal project management certifications or training
- Background working within ed-tech, publishing or non-profit environments
We're particularly keen for you to apply if you are from a community under-represented in the charity sector or have lived experience of facing extra barriers because of your background.
We enable disadvantaged children to build essential critical-thinking and communication skills through inspiring discussions about the news.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
We are seeking an enthusiastic and highly motivated Chief Executive to assume overall responsibility for the management of HMC. The purpose of this senior leadership role is to lead the organisation in fulfilling its purpose of supporting migrants in Hackney and the wider London community, ensuring they can access their rights and overcome injustices in the immigration and social welfare system. We will accept applications up to the 9th Sept.
If you would like to apply for this position, please provide a Covering Letter (no more than two pages) and a CV, demonstrating how you meet the requirements in the person specification.
Reporting to the Director of Finance and Commercial, you will take day-to-day responsibility for the Hospice’s finance function, ensuring robust financial management, effective financial controls and high-quality reporting across the organisation and its retail subsidiary.
You will provide accurate and insightful financial information to support decision-making at all levels, working closely with Trustees, Executive Team members, senior leaders and budget holders. You will also lead a skilled Finance team, drive continuous improvement and play a key role in delivering our financial strategies.
A major focus of the role will be supporting the implementation of a new Finance and Accounting system, helping to modernise processes and maximise organisational efficiency.
Key responsibilities
- Lead the Hospice’s Finance function and provide effective leadership to the Finance team.
- Prepare accurate monthly management accounts, financial reports and forecasts.
- Lead the annual budgeting process and ongoing financial forecasting.
- Provide finance business partnering support to managers and senior leaders.
- Oversee cash flow management, supplier payments and debt recovery activities.
- Ensure compliance with Charity SORP, statutory accounting requirements, VAT, Gift Aid and other taxation regulations.
- Lead the annual external audit process and preparation of statutory accounts.
- Develop and maintain robust financial controls, risk management processes and fraud prevention measures.
- Monitor designated, restricted and endowment funds.
- Support financial transformation projects, including implementation of a new Finance and Accounting system.
- Present financial information and recommendations to Boards, Committees and senior stakeholders
In return St Luke’s Hospice offer the following benefits:
- 26 days annual leave plus bank holidays (increases with service)
- Hospice pension 3% employee contribution and 6% employer contribution
- Continuation of NHS pension if a member within the last 12 months and approved by the NHS
- Subsidised onsite meals
- Access to our 24hr employee assistance programme
- Free onsite parking
- Reimbursed NHS Blue Light Card
- Work from Home Opportunities (in line with team needs)
Applicants are encouraged to inform us if any reasonable adjustments are needed to be made during any part of the recruitment process.
St Luke’s Hospice are equal opportunity employers and particularly welcome applications from groups who are currently under-represented in our staff.
Please note: We will not be able to employ you if you are not eligible to work in the UK. We will not be able to obtain a work permit on your behalf.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Earliest Start Date: 1st December 2026
About the Role
We are looking for a Chief Operations Officer to lead the operations team, join the management team and support the CEO. Your priorities will be to oversee all fundraising, including campaigns, major donors and grant applications. You will oversee the HR of the organisation, including recruitment and disciplinaries. In partnership with the CEO and finance officer you will be jointly responsible for finance within the organisation. You will manage the facilities manager and administrator, ensuring that processes are followed appropriately and the building is maintained in good condition, ensuring we fulfil all legal requirements.
About You
You will be a senior manager who has energy and drive as well as sound judgement. On top of a strong track record in an operational position, you will have the breadth of experience to lead HR and systems, finance, monitoring and evaluation and fundraising. You will have experience in fundraising and funder management and be able to lead on making funding applications and reporting to funders. You will be a clear, analytical thinker who will strengthen the leadership of our charity. You will be an excellent manager of people. Finally, you will be excited about working in an organisation with a unique mission that strives to make a difference in the lives of some of the most disadvantaged young people in London.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Asylum Link Merseyside is looking for an experienced fundraiser to lead our fundraising activity and coordinate our external communications at an important stage in the charity’s development.
Based at St Anne’s Centre in Liverpool, we provide practical support, specialist advice and opportunities for connection and participation to people seeking asylum in Liverpool and others who access our services from across Merseyside.
The role will focus on developing high-quality funding applications and maintaining relationships with funders. It will also involve developing selected income streams and coordinating communications across our website, social media and supporter channels.
We are looking for someone with a successful track record in fundraising, excellent writing and relationship-building skills, and the ability to manage competing priorities. Communications experience is desirable.
The client requests no contact from agencies or media sales.
About Manx National Heritage
Manx National Heritage (MNH) is the Isle of Man’s national heritage charity and the custodian of some of the Island’s most significant cultural, historic and natural assets. The organisation cares for nationally important heritage sites, extensive museum collections, archives and landscapes, preserving and promoting the Isle of Man’s unique heritage for current and future generations. Through conservation, education, public engagement and cultural services, MNH plays a vital role in protecting the Island’s heritage while contributing to its prosperity, identity and quality of life.
About the Role
As Head of Finance, Governance & Corporate Services, you will be a key member of the senior leadership team, providing strategic financial leadership to support the long-term sustainability of the organisation. Reporting to the Chief Executive, you will oversee all aspects of financial management, governance and corporate services, ensuring robust financial controls, effective decision-making and compliance with charity and regulatory requirements.
This is an excellent opportunity for an experienced finance leader to combine strategic thinking with operational delivery, helping to safeguard the future of a respected heritage charity while supporting its charitable, educational and cultural objectives.
Key Responsibilities
- Lead and manage the organisation’s finance function, ensuring the delivery of high-quality financial services.
- Develop and implement financial strategies that support organisational sustainability and growth.
- Oversee budgeting, forecasting, financial planning and end-to-end cashflow management.
- Produce accurate and timely financial reports, management accounts and statutory returns.
- Ensure robust financial controls, risk management processes and regulatory compliance are maintained.
- Provide strategic financial advice and insight to the Chief Executive, Board and senior leadership team.
- Support organisational decision-making through effective financial analysis and performance monitoring.
- Lead on governance matters, ensuring compliance with charity, legal and regulatory obligations.
- Oversee corporate services functions and contribute to the effective management of organisational resources.
- Manage, develop and support finance managers and their teams, fostering a high-performing finance function.
- Drive continuous improvement in financial systems, processes and reporting, including the effective use of financial management software.
- Contribute to the development and delivery of organisational strategy and business objectives.
- Promote value for money, operational efficiency and long-term financial resilience across the organisation.
- Build and maintain effective relationships with internal and external stakeholders, auditors and funding bodies.
Manx National Heritage protects and shares the Island’s heritage to enrich lives and support future generations.
The client requests no contact from agencies or media sales.
The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future.
IRC UK
IRC UK is part of the IRC global network, which has its global headquarters in New York. Our team in the UK works to raise profile, deliver policy and practice change, and increase funding to help restore health, safety, education, economic wellbeing and power to people devastated by conflict and disaster. Since 2021, IRC UK has also provided integration services directly to refugees in England as part of the Resettlement Asylum and Integration (RAI) department.
In Europe, the IRC also has offices in Berlin, Bonn, Brussels, Geneva and Stockholm.
The Purpose of the Role
The Programme Finance Manager leads financial management for the IRC UK RAI programme, acting as the programme team’s day-to-day finance partner — embedding financial thinking into programme decisions rather than just reporting on them after the fact. The postholder drives high-quality financial processes across the full programme cycle — from contract reviews and budget proposals through to financial planning, reforecasting, reporting, performance monitoring, risk management and compliance.
The postholder line manages the Programme Finance Officer and is responsible for building the capacity of the wider programme team on finance processes. They bring curiosity and enthusiasm for exploring how AI tools can improve the quality, efficiency and accessibility of financial management in day-to-day work.
KEY ACCOUNTABILITIES
Strategy, Planning and Finance Business Partnering (30%)
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Contribute to the IRC UK RAI annual planning cycle, working alongside the Director of Programmes UK to develop financially sound programme strategies and multi-year budget frameworks.
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Provide strategic financial insight and analysis to inform programme decisions, including scenario modelling, cost-benefit analysis and funding gap assessments.
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Act as a trusted finance partner to programme leads, translating financial data into clear, actionable insight and embedding finance into programme design, delivery and decision-making from the outset.
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Develop multi-year financial models and funding scenarios to support the sustainability, growth and diversification of the RAI UK portfolio.
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Partner with programme leads to shape new business and funding strategies, advising on financial viability, pricing and resource allocation.
Budget Monitoring and Planning (25%)
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Lead on the preparation of project budgets to support timely, accurate and complete proposals to donors, ensuring compliance with all donor guidelines.
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Coordinate with IRC’s global headquarters on updating and maintaining the operating budget and reforecasts.
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Prepare budget guidelines and scenario plans to assist programme managers in formulating budgets and spending plans.
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Provide programme and senior management staff with monthly Budget vs Actual reports for all grants, contracts and unrestricted funds; identify risks and mitigation measures.
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Prepare monthly management accounts and present at senior management review meetings.
Grants and Contracts (20%)
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Lead on Grant Opening, Review and Closure Meetings to ensure sound financial management throughout the grant cycle.
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Review funding opportunities to assess financial risk and viability; advise programme leadership on whether to pursue or decline opportunities.
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Support programme design to ensure financial viability and adherence to contract terms.
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Analyse reporting terms, provide timely advice and ensure conditions are met throughout the grant or contract period.
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Attend external stakeholder meetings and lead financial presentations.
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Provide capacity-building support to implementing partners on financial management and compliance.
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Review partner budgets, due diligence and pricing; provide recommendations and advise on potential risks, KPIs and payment terms.
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Assess reporting requirements, carry out financial reviews and approvals, and ensure appropriate and timely payments to partners.
Accounting, Risk, Audit and Internal Controls (10%)
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Maintain and enforce internal financial controls across the RAI UK programme, always ensuring adherence to IRC UK policies and donor regulations.
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Identify and implement improvements to financial controls and risk management processes on an ongoing basis.
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Prepare and maintain a programme-level financial risk register; identify, escalate and actively manage financial risks in close collaboration with programme and senior management teams.
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Lead on audit readiness, ensuring that all financial documentation is complete, accurate and appropriately filed in advance of internal and external audits.
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Act as the primary finance contact for any donor or statutory audits, coordinating responses and providing supporting documentation as required.
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Maintain the integrity of IRC accounts through timely reviews, correction journals and reconciliations, with appropriate supporting documentation.
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Prepare monthly salary allocation splits in line with timesheets and approved budgets.
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Prepare invoices, post into the accounting system and manage aged debt and receivables.
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Support smooth monthly financial closings in close collaboration with the UK Finance team.
Line Management (10%)
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Provide day-to-day supervision, guidance and development support to the Programme Finance Officer.
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Set clear objectives, conduct regular one-to-ones and carry out annual performance reviews for direct report.
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Support the professional development of the Programme Finance Officer, identifying training opportunities and building their technical skills.
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Manage workload distribution within the team to ensure deadlines are met and quality is maintained.
Capacity Building and General (5%)
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Create and lead finance training for non-finance colleagues on required processes, including step-by-step guidance notes.
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Ensure completeness of grant financial documentation in the centralised filing system.
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Proactively seek out and implement process improvements.
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Complete all other tasks as required by the Financial Controller, Director of Programmes UK and Regional Finance Deputy Director.
Scope and Authority
Authority:
Operates with a high degree of autonomy, reporting to the Director of Programmes UK. Authorised to review, verify and approve programme-related financial documents and payment requests; to represent the finance unit at internal and external stakeholder meetings; and to manage the Programme Finance Officer.
Responsibility for Resources:
Oversees programme financial transactions, budget monitoring, donor reporting and partner financial management; is accountable for the accuracy and integrity of project budgets within their portfolio, though not a budget holder. Maintains accurate financial records in line with data protection requirements, and directly line manages the Programme Finance Officer, with broader responsibility for building financial capability across programme staff and implementing partners.
Key Working Relationships
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Director of Programmes UK – Direct supervisor
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Programme Finance Officer – Direct report
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Deputy Director of Finance RAI Europe – Regional financial advisor
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Financial Controller (UK) – UK financial advisor
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Programme Managers – Partnering
PERSON SPECIFICATION
Essential
Skills, Knowledge and Qualifications:
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Qualified Accountant (CCAB or equivalent).
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A strong understanding of charity finance including detailed knowledge of financial management and reporting, desirably including experience with contract pricing and local authority funding.
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Confident using Excel for budgeting, financial modelling and data analysis (e.g. pivot tables, lookup functions, multi-tab workbooks).
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Written and verbal communication skills, including the ability to present financial information to non-finance audiences.
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Organised and detail-oriented, with a data-driven approach to your work.
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Comfortable working independently with limited supervision and productively in a fast-paced environment.
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Ability to build strong working relationships with staff at different levels, functions and locations.
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Comfortable working with multi-currency budgets.
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Interest in integrating AI tools into day-to-day financial work (e.g. for analysis, reporting, modelling or process improvement).
Experience:
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In financial management and monitoring, specifically supporting programmes.
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Budgeting, reforecasting and donor financial reporting.
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Contributing to strategic financial planning or multi-year budget development.
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In grants and contract management for donor-funded projects.
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line managing or supervising staff.
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Contributing to audit processes and maintaining audit-ready financial records.
The mission of the IRC is to help people whose lives and livelihoods are shattered by conflict and disaster.



Are you an exceptional governance professional who thrives working in a fast-paced environment?
We are looking for a highly capable Governance and Executive Manager to play a pivotal role at the heart of our charity. Working closely with the CEO, Trustees and Executive, you will help ensure the organisation is governed to the highest standards while driving forward key strategic priorities including EDI and ESG.
This is a rare opportunity to combine your governance expertise with meaningful strategic impact in a dynamic and values-led organisation.
As our Governance and Executive Manager, you will be the trusted adviser and primary point of contact for our Board of Trustees, supporting effective decision-making and ensuring compliance with charity and company law.
You will lead the delivery of high-quality governance processes, oversee Board and Committee administration, support regulatory compliance and help develop policies and frameworks that strengthen our organisation.
Alongside this, you will provide executive-level support to the CEO, helping to coordinate priorities, prepare reports and contribute to organisational success.
The client requests no contact from agencies or media sales.
Portfolio Management Analyst
Salary: Competitive plus excellent benefits
Contract type: Permanent, full time
Hours per week: 37.5 hours per week. All staff are required to work in person for a minimum of two days per week, in line with our hybrid working policy. The post-holder may be required to undertake some work outside normal working hours.
About the Health Foundation
Health is our most precious asset. Good health enables us to live happy, fulfilling lives, fuels our prosperity and helps build a stronger society. Yet good health remains out of reach for too many people in the UK, and health and care services are struggling to provide access to timely, high-quality care.
The Health Foundation is an independent charitable organisation with a mission to build a healthier UK. We work to achieve this by generating high quality research and analysis; developing practical solutions to the biggest problems in health and health services; engaging, convening and building coalitions to build understanding, inform debate and drive action; and developing the long-term capability needed to transform health and care.
Our values
We expect everyone who works with us to be committed to our values and to share our commitment to becoming a more diverse and inclusive organisation. Our values are impact, evidence, integrity, and collaboration. You can read more about them in our five-year strategy. We also expect everyone to share our commitment to becoming a more diverse and inclusive organisation and to help deliver our EDI strategy.
About the role
The Portfolio Management Analyst is a new role at the Foundation which will support effective planning, monitoring, and governance across the Foundation’s project and programme portfolio.
The role sits as part of the new Planning and Portfolio Management team within Corporate Services, which ensures the Foundation is investing in the right work, delivering it well, and understanding the difference it makes to building a healthier UK. The team works with others across the Foundation to:
· Provide structure, support and guidance to ensure we plan and deliver work well
· Generate insight and analysis on projects, programmes and the Foundation as a whole to support delivery, maximise impact and strengthen accountability
· Learn together and continuously improve our planning and portfolio management practices
This role is ideal for a detail-oriented analyst who enjoys data analysis and visualisation, improving systems, and working with a broad range of internal stakeholders in a complex, delivery-focused environment. The successful candidate will provide high-quality analysis, visualisation, reporting, and insight to help leaders understand portfolio performance, risks, dependencies, and resource use. In addition, they will:
· Support portfolio governance processes, including reporting cycles, reviews, and decision forums
· Support assurance activity by checking data quality, consistency, and completeness, working closely with project/programme teams to gather accurate and timely information
· Maintain and develop our Power BI portfolio dashboards
· Assist with preparation of papers for senior leadership, Boards, or committees. Liaising with finance and delivery teams to ensure alignment of data and reporting
· Provide responsive support and guidance on Project Management Framework requirements and processes, alongside contributing to the continuous improvement of the framework
How to apply
Our priority is to find the right individual for each opportunity. We are dedicated to building an inclusive workplace that values diversity and invite you to find out more.
You can find the job description for this role here. If you would like to apply, please submit your CV and answer the application questions below. Please try to limit your response to each question to no more than 300 words.
- Please tell us why you are interested in working for the Health Foundation and in this Portfolio Management Analyst role.
- Please briefly describe the experience, skills and knowledge you would bring, and how you would build positive working relationships with stakeholders?
- Please give a brief example of how you have worked with data, systems, and stakeholders in a complex, delivery-focused environment in a previous role.
Our commitment to equity, diversity and inclusion
We are committed to an inclusive hiring process, where every candidate has the chance to showcase their unique skills and experience in an accessible and supported environment, to ensure that we can make the best appointment for each opportunity on merit. We welcome applicants from all backgrounds and encourage those from underrepresented groups in this field to apply to us. We have identified three key areas to improving diversity. Our aim is to achieve a more balanced representation across our organisation, with a particular focus on increasing the number of women in leadership, enhancing the representation of people from Black and ethnic minority backgrounds and welcoming more people with disabilities. As part of this commitment, we strongly encourage applications from these groups.
Apply to join our team and let's work towards building a more diverse and inclusive workplace together. If you require any support through this process, please contact us. Help us work together to make the recruitment process and potential future employment more accessible and enjoyable for you.
Closing date: Wednesday 5 August 2026, 23:59
Interview date: week commencing 17 August 2026
Salary: £49,931 per annum
Contract Type: Permanent
Closing date:16 August 2026 at 11pm
About CARE
CARE International is a global humanitarian organisation leading the fight to end poverty in the world’s most challenging situations. Women and girls are at the centre of our work, because we cannot overcome poverty and inequality until all people have equal rights and opportunities. We know that when a crisis erupts, women are often the first to pick up the pieces, so we work alongside women, so they have the power to make change where it’s needed most. Founded in 1945, CARE currently works in over 100 countries and last year alone reached 53.4 million people through nearly 1,500 projects.
Why work for CARE International UK?
This is an exciting opportunity to take a lead role in shaping and securing CARE International UK’s cloud and enterprise infrastructure. As Cloud Systems Engineer, you will help drive infrastructure modernisation, automation and operational excellence across a complex technology environment, ensuring our systems are resilient, secure and scalable. The role offers the chance to lead technical initiatives, influence strategic IT improvements and support the digital capability that enables CARE’s mission-critical work.
About the role
The Cloud Systems Engineer is responsible for leading the management, optimisation and security of CARE International UK’s cloud infrastructure and enterprise systems. The role focuses on maintaining highly available and secure platforms, supporting infrastructure transformation and cloud migration activity, and ensuring effective administration of core services including Azure, Microsoft 365, Windows and Linux servers, identity services, networking, backup and disaster recovery. The postholder will work closely with the IT Manager, wider IT team and key stakeholders across the organisation, while also supporting projects, change management and technical planning.
The role requires strong technical knowledge across cloud platforms, systems administration, security and infrastructure support, alongside excellent analytical and problem-solving ability. You will need to be confident managing complex environments, improving performance through automation and standardisation, and responding effectively to incidents and vulnerabilities. Success in the role will also depend on your ability to communicate clearly, lead troubleshooting, mentor junior colleagues and take a proactive, security-first approach to continuous improvement.
About you
You will be an experienced cloud infrastructure or lead systems administrator with strong hands-on expertise across Microsoft Azure, Microsoft 365, Windows Server and hybrid environments. We are looking for someone with excellent troubleshooting, automation and security skills, including experience with Entra ID, Intune, networking, backup and disaster recovery, and PowerShell scripting. You will also bring strong leadership, communication and stakeholder management skills, with the ability to mentor others and manage competing priorities. Relevant certifications such as Azure Administrator, Azure Solutions Architect, AWS SysOps, Security+ or ITIL would be advantageous.
Right to Work in the UK
All applicants must have the legal right to work in the United Kingdom at the time of appointment. Proof of right to work will be required as part of the recruitment process. For more information, please visit theUK Government's guidance on right to work.
Where you do not have current right to work in the UK, then this will be discussed with you as part of the recruitment process. Please note that not all roles are eligible for sponsorship and further information (should you require sponsorship to work in the UK) on eligibility can be foundhere.
Safeguarding
CARE International UK has a zero-tolerance approach to any abuse to, sexual harassment of or exploitation of, a vulnerable adult or child by any of our staff, representatives or partners. CARE International UK expects all staff to share this commitment through our Safeguarding Policy (link here) and our Code of Conduct (link here). They are responsible for ensuring they understand and work within the remit of these policies throughout their time at CARE International UK.
Safeguarding our beneficiaries is our top priority in everything we do, including recruitment. All offers of employment at CARE International UK are subject to:
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Satisfactory references. CARE International UK participates in theInter Agency Misconduct Disclosure Scheme (link here).In line with this Scheme, we willrequest information from successful applicants’ previous employersabout any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment,or incidents under investigationwhen the applicant left employment.
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Appropriate criminal record checks (including a Bridger check, link here).
By submitting an application, the applicant confirms his/her understanding of these recruitment procedures.
Equality and Diversity
We are committed toEquality and value Diversity.We are aDisability Confident Employerand particularly welcome applications from disabled people. We guarantee interviews to disabled applicants who meet the essential criteria for the role (see person specification). If you require the candidate brief or need to submit your application in an alternative format, because of a disability, please do get in touch by sending an email to the HR Team.
We are committed to building a diverse and inclusive workplace where everyone feels valued and respected. We particularly welcome applications from people of underrepresented backgrounds, including those from Black, Asian and other ethnic minority communities, and individuals who identify as LGBTQ+.
The client requests no contact from agencies or media sales.
1. Overview :
Amna, meaning safety in Arabic, is a refugee-centred organisation that supports mental health and community-led healing. We equip displaced communities with the tools to heal, build resilience, and restore a sense of belonging.
Rooted in evidence and lived experience, our global work empowers frontline organisations to deliver trauma- and identity-informed care. Through safe, culturally grounded spaces, we help break cycles of trauma and support long-term recovery.
Amna is currently undertaking a broader organisational strengthening exercise focused on improving operational resilience, financial sustainability, governance, compliance, and readiness for future growth. This consultancy forms part of that wider organisational development agenda and will inform future decisions on systems, processes, structures and investment priorities.
2. Objective
Amna's finance function is now fully resourced, creating the right moment to review and strengthen the organisation's financial systems and processes. This consultancy is commissioned to establish the added value of a review of Amna's finance ecosystem, and to identify practical, costed solutions to support the organisation's next stage of growth.
The objective of this consultancy is to support Amna in diagnosing its current financial ecosystem, whether its financial systems, processes, controls, reporting structures, governance arrangements and operating model are fit for purpose for its current and anticipated scale. Based on this diagnosis and mapping out relevant, costed solutions for a future finance system upgrade and/or procurement,linking Amna's core business activities and income-generating activities with donor compliance requirements and UK charity compliance obligations and strengthen organisational decision-making, grant management, forecasting and organisational sustainability over the next 3–5 years.
2. Scope of Work
The consultancy should not assume that technology is the preferred solution. Recommendations should distinguish between issues that can be addressed through changes in processes, governance, roles and responsibilities, staff capacity or systems, and should prioritise solutions according to value for money, organisational readiness and expected impact
Diagnosis (Consultant-led)
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SWOT-style analysis across Finance, SLT, and Programmes
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Assess organisational reliance on manual processes and identify key operational bottlenecks and map where time, confidence, or control is being lost
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Review alignment and map data flows across Finance, Programmes, Development, MEL, HR, and Operations.
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Review how financial information supports and distinguish decision-support needs from compliance/control requirements at management, SLT and board levels.
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Finalise objectives, success indicators, and non-negotiables for procurement
Solutions Mapping (Consultant-led)
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Recommend an appropriate future-state finance operating model based on different organisational growth scenarios including roadmap and costing model for finance system upgrade. Identify opportunities for automation, integration and systemisation across finance, procurement, grant management and reporting processes.
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3-year Financial Systems Improvement Roadmap, aligned with the Operations Systems Roadmap and assess resource implications (people, systems, skills and governance) of each proposed solution. Where relevant, this should address visibility into specific finance workflows such as grants tracking/pipeline and contract management for outsourced finance services.
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Risk matrix and pros/cons per proposed solution and recommend governance and control improvements required to support future growth.
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Prioritisation against agreed criteria (relevance, cost, efficiency, effectiveness) as a timeline-bound plan
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Provide revised Organizational wide financial health KPIs for the next 3–5 years, with calculations, methods of measurement and reporting frequency.
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Propose practical, light-touch recommendations to reduce friction in procurement-related steps that touch finance (e.g. purchase requests, approvals) proportionate to effort and scoped as an input to the finance ecosystem, not a full procurement redesign
Present distinct solution categories (e.g. low/moderate/significant investment options), each with an indicative cost range, so Amna can decide what fits best. To be finalised only once diagnosis is complete.
3. Deliverables
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Finance ecosystem maturity assessment including (strengths, weaknesses, critical gaps/bottlenecks, benchmark against comparable organizations). A diagnostic report validating and finalising the objectives, success indicators, and non-negotiables (Max 15 pages) .
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A data flow map across Finance, Programmes, Development, MEL, HR, and Operations.
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A 3-year Financial Systems Improvement Roadmap, including future state operating model options (i.e maintain current scale, moderate growth, significant growth) and suggest required resources/systems/risks/costs per scenario.
Scenario-based, costed solution options, each with a pros/cons analysis.
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Identify where technology or automation can simplify existing finance processes and reduce manual effort.
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Proposed finance KPIs for the next 3–5 years, with supporting calculations.
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A final report and presentation to the Senior Leadership Team and Board (via the Treasurer).
4. Roles and Responsibilities
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Operations, Risks and Security Director: Overall accountability for the consultancy, sign-off on deliverables, and escalation to SLT/Board.
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Head of Finance, Risk & Compliance: Owns the finance/compliance stream and is the consultant's main technical counterpart, reviewing and approving draft deliverables before they reach the Director of Operations.
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Finance Manager: Provides operational implementation support, including access to data, documentation, and day-to-day coordination with the consultant.
The consultant is expected to engage with representatives from other departments programmes, MEL, fundraising and Organisation development, leadership and the board members mainly treasurer as required.
5. Payment Terms
Payment will be linked to the completion and sign-off of agreed deliverables (Diagnostic report., Draft options paper, Final roadmap and presentation)/milestones rather than paid as a single lump sum. The exact fee structure, total budget, currency, and payment schedule will be confirmed with the appointed consultant and set out in the resulting contract.
6. Contract length
The contract shall be effective from September 2026 and shall continue until delivery of the final report and presentation, expected in October–November 2026, unless terminated or extended earlier by mutual written agreement of both parties.
7. Quality Assurance
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All draft deliverables will be reviewed by the Head of Finance, Risk & Compliance prior to circulation.
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Final sign-off rests with the Director of Operations, following consultation with the Senior Leadership Team and Board (via the Treasurer).
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Regular check-in meetings will be held between the consultant and the finance/compliance stream led to track progress against the agreed timeline and deliverables.
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Any material changes to scope, timeline, or approach must be agreed in writing before proceeding.
Draft outputs should be tested with key users and stakeholders to ensure recommendations are practical, proportionate and implementable within Amna's operating environment
8. Confidentiality and Data Protection
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The consultant will have access to sensitive financial, operational, and organisational information and must treat all such information as strictly confidential, both during and after the assignment.
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The consultant must comply with UK data protection law (UK GDPR and the Data Protection Act 2018) in handling any personal or organisational data shared for the purposes of this consultancy.
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Data and documents shared for the assignment remain the property of Amna and must be securely stored, not shared with third parties, and deleted or returned at the end of the assignment unless otherwise agreed.
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A confidentiality/non-disclosure clause will be included in the contract with the appointed consultant
9. Contact and Communication
The main point of contact for this consultancy is the Head of Finance, Risk & Compliance, with escalation to the Operations, risks and Security Director as required. Regular progress updates will be agreed with the consultant at the start of the assignment
10. Proposal Submission Requirements
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A brief technical proposal outlining understanding of the assignment and proposed methodology (clearly distinguish between process issues, governance issues, people issues and system issues).
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A proposed workplan and timeline, aligned with the kick-off and deliverable dates set out in this ToR.
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CV of the consultant who would deliver the assignment, demonstrating experience supporting charities, INGOs or grant-funded organisations operating internationally preferably experience with UK charity finance, donor compliance, VAT considerations, grant management and multi-country operations.
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A cost proposal, clearly breaking down by phase/deliverable/VAT/Admin including day rate(s) and an all-inclusive total cost for the assignment.
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Contact details of at least two relevant references.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: Westminster, London
Contract: Permanent, Part-time
Salary: £33,376 per annum for 32 hours per week over 4 days, based on an FTE salary of £41,720 per annum (NJC Scale Range 27–29) inclusive of London Weighting, pension and other benefits.
Hours of work: This is a flexible role of 32 hours per week, over 4 days (8hrs per day)
Annual leave: 35 days including bank holidays / Statutory Holidays (pro-rata for part time)
Closing Date: Monday 10th August 2026
JOB PURPOSE
This is a pivotal role within The Passage’s Fundraising Team, created to help support the transformation of our supporter data systems and ensure we become a more data informed, insight driven organisation and fundraising team. You will be the main contact for the fundraising CRM working with the fundraising team and other teams within The Passage such as finance and IT to ensure the smooth running of all systems and processes.
As the dedicated data and CRM Manager for Fundraising and Communications, you will support colleagues with reporting, analysis, campaign set-up and selections, and data strategy. Your work will ensure our data is accurate, accessible, and GDPR-compliant, enabling smarter decision-making, improved supporter journeys, and to help grow income. You will also be working with the Marketing and Communications team to implement email soft opt-in for our supporters. This is a unique opportunity to shape how we use data to engage, retain, and grow our supporter base at a time of exciting change.
MAIN DUTIES
1. Fundraising CRM Project Leadership
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Manage and maintain the current Salesforce system, ensuring it remains functional, accurate, and fit for the purposes of stewarding donors and maintaining accurate records of donations
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Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals.
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Document workflows, integrations and processes to ensure the long-term sustainability and usability of the system for vital processes such as donation processing and gift aid
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Work with IT and the fundraising team to evaluate onboard 3rd party platforms to support fundraising initiatives. Ensure any changes are approved with senior stakeholders and documented.
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Be a custodian of GDPR within the Fundraising team and be the main point of contact with The Passage’s Data protection lead and ensure all policies and procedures are up to date and in line with current fundraising regulations.
2.CRM and Data Management
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Work collaboratively with the IT team and procurement team as the fundraising representative to recommend improvements to the current CRM and any other related projects.
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Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance.
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Ensure ongoing system performance and data integrity by embedding data hygiene routines and best practices.
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Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting.
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Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency.
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Work on system migrations and leading on maintaining proper process structures and documentation during those transitions. Keep track of installed packages, security keys, and their passwords and related administrative processes.
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Be responsible for all data imports from our 3rd party platforms, ensure that data is uploaded in line with regular upload schedule in an accurate manner.
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Work with the Marketing and Communications team to help implement soft opt-in
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Manage one database volunteer to complete database tasks.
3. Data Selections, Segmentation and Campaign Support
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Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events.
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Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting.
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Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities.
4. Reporting and Insight
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Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results.
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Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking.
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Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight.
5. Cyber Security
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Work closely with the IT team to manage security/GDPR of the Fundraising crm
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Develop knowledge in this area and undertake training as required.
6. Other Duties:
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Provide ad-hoc administrative support to the Fundraising and Communications team.
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Support and attend fundraising events as required.
GENERAL RESPONSIBILITIES
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Stay up to date on policies/news/regulations relating to the role
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Work with the Supporter Engagement Officer on shared tasks and provide reports as required and troubleshoot any issues
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Proactively flag any data integrity issues with Line Manager and help develop action plans as required.
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Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary.
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Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs.
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Ensure that all The Passage’s policies and procedures are adhered to and contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults.
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At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator
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Undertake any other duties that may be required which are commensurate with the role.
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In conjunction with your Line Manager, continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage.
Note: This Job Description summarises the main responsibilities of the role at the time of writing. As the organisation and digital activity continue to develop, the role may evolve in consultation with the postholder.
Person Specification:
This person specification sets out the essential abilities and qualities which are used in the selection criteria for the post. When completing your supporting statement please address criteria E1 to E10 and K1 to K9, giving evidence of your experience and abilities and demonstrating your understanding and knowledge.
EXPERIENCE
E1 Experience of using a database to accurately enter and manage data
E2 High level skills related to data management and handling
E3 Working extensively with Fundraising CRM system
E4 Implementing policies and procedures
E5 Running reports and analysing data.
E6 Understanding of data protection and GDPR principles
E7 Working with Salesforce, ideally with Administrator certification. (Desirable)
E8 Experience supporting or leading database/system improvement projects, including implementation or migration (Desirable)
E9 Experience of onboarding 3rd party platforms with GDPR compliance and collaboration with IT
E10 Experience of working in the charity sector (Desirable)
KNOWLEDGE
K1 Ability to prioritise and organisational skills, remaining calm under pressure
K2 Team working skills with a positive and collaborative approach.
K3 Interpersonal and communication skills, both verbal and written.
K4 Standards and procedures for payment card processing, electronic payments (e.g. BACS, bank transfers), banking and handling cash securely.
K5 Individual giving and/or other types of fundraising.
K6 Up to date knowledge of GDPR compliance and soft opt-in
K7 Relevant regulations, legislation and professional codes of practice.
K8 IT proficiency, especially Excel, Word and Outlook.
The client requests no contact from agencies or media sales.





