Restricted funds officer jobs in birmingham
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.
This is a senior leadership position offering a pivotal opportunity to shape our organization's financial and operational future. The Head of Finance and Operations will provide strategic guidance while ensuring the efficient and effective daily operations of all financial and administrative functions.
Reporting directly to the CEO, you will deputize in their absence, contribute significantly to our organizational growth and success, and ensure a robust and compliant financial framework.
Key Responsibilities
1. Strategic Financial & Operational Leadership
-
Partner with the CEO to develop and implement long-term financial and operational strategies, including horizon scanning and risk management.
-
Manage the organization's financial systems, specifically overseeing and optimizing the use of QuickBooks for all accounting and reporting functions.
-
Identify and implement operational improvements to enhance efficiency and effectiveness.
-
Develop, review, and implement financial policies and procedures to ensure compliance with regulatory requirements and industry best practices.
-
Oversee reviews and renewals of organizational insurance policies.
2. Financial Management & Oversight
-
Oversee all financial activities, including budgeting, forecasting, payroll, and taxation.
-
Lead the annual audits for UK and US entities, ensuring accuracy and transparency and managing relationships with auditors.
-
Maintain and manage banking relationships.
-
Conduct regular variance analysis and recommend corrective actions to the CEO and leadership team.
-
Oversee management of restricted funding.
-
Develop and implement robust financial controls.
3. Fundraising and Data Systems
-
Ensure accurate and timely financial reconciliation between CiviCRM and QuickBooks.
-
Provide financial insights and analysis to support fundraising strategies and donor reporting.
4. Leadership & Governance
-
Deputize for the CEO as needed, ensuring continuity across all operations.
-
Maintain strong relationships with board members, providing comprehensive and insightful quarterly financial reports to foster understanding and engagement.
-
Provide strategic leadership to your team, fostering a culture of excellence and continuous improvement.
-
Be responsible for managing relationships with our US bookkeeper (consultant) and both UK and US auditors, and for the line management of the UK Finance and Admin Officer.
5. Operational Excellence
-
Lead and manage a team of finance and operations professionals.
-
Develop and implement efficient systems and processes to optimize performance across all administrative functions.
-
Monitor and assess operational activities, proactively identifying and addressing potential issues.
-
Conduct regular cost analysis and implement cost-saving initiatives.
-
Oversee HR and payroll functions
Person Specification
Essential
-
Professional accounting or finance qualification (e.g., ACCA, CIMA, ACA or equivalent).
-
Proven experience in a senior finance and operations role (at least three years experience).
-
Experience in preparing UK statutory accounts and managing external audits.
-
In-depth knowledge of UK FRS 102 and Charities SORP. Exposure to/experience of US GAAP.
-
Experience in preparing the annual budget, working closely with budget holders.
-
Experience in supporting grant management.
-
High proficiency in using financial software. (e.g. QuickBooks, Xero etc.)
-
Experience in driving continuous improvement of financial processes and systems.
-
Strong strategic and financial planning skills.
-
Experience leading and managing a team.
-
Excellent communication and relationship-building skills.
-
You enjoy a mix of leadership and rolling up sleeves to get hands-on.
Desirable
-
Experience working in a not-for-profit sector.
-
Experience working in an international organization.
-
Experience with CiviCRM or other similar donor management systems.
-
Experience in remote working.
-
Strong commitment to Humanists International’s mission.
The client requests no contact from agencies or media sales.
Thank you!
Join Our Mission – Drive Impact Through Financial Excellence
We’re looking for a skilled and passionate Financial & Funding Accountant to play a pivotal role in our mission to change the lives of our young people. This role leads our financial accounting team and is central to ensuring our financial processes are effective, accurate, and aligned with charity governance standards.
From owning the balance sheet and managing audits to preparing statutory accounts and regulatory returns, you'll play a key part in maintaining the integrity and transparency of our finances. You’ll work closely with colleagues across the organisation to ensure we maximise every pound of charitable funding in support of our work.
This is more than just numbers, this is about making a real difference. If you're a qualified accountant (or working towards it), with a strong understanding of charity fund accounting, with excellent communication skills, we’d love to hear from you. We welcome applicants from all backgrounds and experiences.
Registered Charity
More than 1000
We believe that every young person should have the chance to succeed, no matter their background or the challenges they are facing.
The client requests no contact from agencies or media sales.
Thank you!
Central England Area Quaker Meeting is looking for a part-time, Finance Officer.
Do you have sound financial experience and qualifications (at least AAT Level 4), strong organisational skills, an eye for detail and the ability to communicate information to a range of people? Do you want a role that provides a key service for our charity?
In return we offer a supportive and flexible work environment, fair rates of pay and a good annual leave allowance. We also offer an annual leave purchase scheme, bike 2 work scheme and an employee support programme (which offers services such as legal advice and counselling).
The client requests no contact from agencies or media sales.
Thank you!
.jpg)
Salary: £42,787
Grade: 3
Position type: Full Time, Permanent, 37.5 hours per week (Flexible working considered)
Responsible to: Head of Philanthropy & Partnerships
Direct reports: Corporate Partnerships Officer
Location: Remote (UK), within reasonable commuting distance to London to accommodate regular partner & prospect meetings. This may be up to once a week.
ROLE PURPOSE:
Join ShelterBox's high-performing Philanthropy & Partnerships team, in a role that is all about ambition, collaboration and impact.
As Corporate Partnerships Manager, you'll be at the forefront of growing and diversifying ShelterBox's private sector partnerships - unlocking bold, strategic collaborations that help deliver emergency shelter to families whose lives have been devastated by disaster.
With a loyal portfolio of partners already established, this role is your opportunity to lead the charge on new business. You'll shape sector strategies, grow our pipeline of prospects and turn creative ideas into long-term, multi-faceted partnerships that drive real change.
You will work with the Corporate Partnerships Officer to support stewardship of existing relationships, ensuring partners feel valued, engaged and inspired to continue supporting ShelterBox's lifesaving work. But your focus will be outward-facing and future-focused - identifying new opportunities, crafting compelling propositions and making ShelterBox stand out from the crowd.
You'll manage and mentor the Corporate Partnerships Officer, report directly to the Head of Philanthropy & Partnerships, and collaborate with the wider Philanthropy & Partnerships team. You will also be backed by colleagues across the organisation, and our global affiliate network. Together, you'll maximise opportunities, deliver powerful partnerships, and help shape the future of corporate giving at ShelterBox.
WHO ARE WE LOOKING FOR?
We are looking for a strategic, creative, and proactive individual who will play a key role building strong relationships with decision-makers within businesses to help us deliver emergency shelter to the most vulnerable people hit by conflict, disaster and climate crises.
You must be confident in presenting a compelling case for support, both in writing and verbally, and be able to build relationships easily - both externally and internally. We're especially looking for someone who brings strategic thinking and planning, and who can focus their energy on targeted, high-impact work that drives results. Previous experience in corporate fundraising or within a high-value partnerships team is strongly preferred.
This position is for someone looking for a dynamic and varied role, working with a huge range of stakeholders to identify and unlock opportunities to connect the private sector with meaningful impact. It is a perfect opportunity for a forward-thinking, articulate, and personable relationship fundraiser who wants to play a pivotal part in helping communities around the world rebuild after disaster.
Duties will include but not be limited to:
New business
Lead on new business development by proactively identifying and cultivating high-value corporate prospects, with a focus on building a strong and diverse pipeline.
Conduct targeted sector research in collaboration with the Stewardship and Research Officer & Philanthropy & Partnerships Assistant to uncover new opportunities and develop tailored engagement strategies that align with ShelterBox's mission and values.
Leverage networks and connectors - including the Philanthropy Advisory Board - and attend relevant industry events and conferences to expand ShelterBox's reach within priority sectors.
Design bespoke cultivation plans for prospects in the pipeline, using creative and varied approaches to engage new audiences and convert interest into long-term support.
Develop compelling proposals, pitches, and partnership packages by working cross-functionally with teams across the organisation, especially the International Programme Department and Brand & Content team.
Deliver engaging presentations and pitches to a wide range of audiences, inspiring support and showcasing the impact of partnering with ShelterBox.
Collaborate with international colleagues, particularly in the USA, to explore and respond to global corporate partnership opportunities as they arise. Proactively contribute to establishing new ways of working across markets to unlock shared value and international engagement.
Ensure alignment with ShelterBox's Ethical Partnerships Policy by supporting due diligence screening in partnership with the Stewardship and Research Officer and Philanthropy & Partnerships Assistant.
Relationship management
Personally manage relations with ShelterBox's most valuable partners: taking time to understand partner needs and decision-making drivers, and utilising insight into objectives, motivations and internal priorities to tailor engagement strategies to maximise partnerships.
Seek opportunities to uplift and add value to partnerships by having a thorough understanding of ShelterBox's work, networks and funding needs.
Work with and support the Corporate Partnerships Officer to effectively manage and steward their portfolio of accounts.
Deliver creative stewardship and communication plans to ensure our corporate partner's key stakeholders and staff feel part of ShelterBox; providing them with inspiring stories, unique staff engagement opportunities, and strong impact reporting.
Deliver first-class grant management when securing restricted income (including tracking pipeline, contracting, reporting requirements etc.)
Strategy, engagement and data
Working with the Head of Philanthropy & Partnerships, to refine and implement the Corporate Partnerships Strategy, ensuring it is targeted, aligned with organisational priorities, and translated into work plans.
Drive strategic planning and income generation, working towards agreed targets and supporting the effective management of the Corporate Partnerships budget.
Shape and deliver ShelterBox's corporate engagement offering, collaborating with the Learning and Development team to create impactful training and staff engagement experiences for partners.
Prepare for and lead emergency fundraising appeals to corporate audiences, to mobilise and maximise support in response to major disasters.
Develop and coordinate events to deepen corporate partner's engagement, and contribute to the delivery of wider Philanthropy & Partnerships events that showcase ShelterBox's mission and impact.
Maximise the benefits of the CRM system (Microsoft Dynamics) to create and implement strategic cultivation and stewardship journeys for corporate partners, keeping records updated and following Data Protection rules. Stay informed on global trends in corporate giving, and the humanitarian sector, using this insight to inform strategic decision-making and partnership development.
Leadership
Provide strategic and supportive line management to the Corporate Partnerships Officer, ensuring clear objectives, success indicators, and personal development plans are in place and regularly reviewed.
Foster strong, collaborative relationships across ShelterBox, working closely with colleagues in the UK and internationally to align efforts and maximise partnership impact.
Act as a subject matter expert (SME) in private sector partnerships, sharing knowledge, insight, and best practice with the wider ShelterBox team and our global affiliate network.
Contribute flexibly and proactively to the wider work of the Philanthropy & Partnerships team, undertaking other reasonable duties as required to support team goals and organisational priorities.
.jpg)