Salesforce crm manager jobs in bury st edmunds, suffolk
Role Purpose
Responsible for documenting and maintaining up-to-date fundraising income processes, ensuring the accurate and efficient integration of donation data from multiple platforms into the organisation’s CRM (Salesforce). Focus on maintaining current and comprehensive supporter records to optimise engagement and maximise fundraising income. Provide strategic insight through audience analysis and data reporting. Collaborate with colleagues in the Corporate Services Team to reconcile income streams monthly. Offer database support, guidance, and training to fundraising staff to improve data quality and enhance the overall effectiveness of Salesforce.
Main Responsibilities
Specific Duties
- Conduct a comprehensive audit of existing fundraising income recording processes to identify inefficiencies, gaps, and opportunities for improvement.
- Manage income data processes ongoing, imports and exports of all fundraising data.
- To manage and execute data imports from the Winston’s Wish website and various online giving platforms, ensuring accuracy of data, monitoring, and reconciliation.
- Ensure all donation income paid into the bank account is entered accurately onto Salesforce.
- Supporting the setup of events & campaigns in Salesforce to ensure effective tracking and reporting.
- To continuously review processes to ensure optimal, and compliant ways of working. Proactively making recommendations to the Director of Corporate Services and Head of Data and IT to ensure accurate, efficient, and timely data management.
- Ensure that the capture of all data from supporters conforms to data protection guidelines including GDPR. Optimise processes relating to managing supporter preferences and consent, to enable personalised, targeted, and effective supporter journeys.
- Work with relevant colleagues to provide audience insight and analysis for the fundraising team to support income generation.
- Undertake any other duties or responsibilities as reasonably required by the Head of Data and IT, in line with the scope and level of the role.
All Staff
- Contribute to the vision and mission of Winston's Wish; whilst embedding the values into your daily work activities.
- Promote equality of opportunity and diversity in accordance with Winston’s Wish policy.
- Contribute to the overall success of the charity’s fundraising needs by providing case studies, attending events and adding value to the experience of our supporters as required.
- Contribute to the brand and reach of the charity by working alongside our Marketing & Communications Team when relevant press opportunities arise or when required for social media and online content (including the use of photography).
- Work to objectives, targets and work plans agreed with your line manager.
- Undertake specific projects and other ad hoc duties agreed with your line manager, fulfilling any deadlines, reviews and reporting procedures required.
- Take an active part in the quarterly review process and participate in training agreed with your line manager.
- Recognise and champion the lived experience of children and young people with bereavement within your work.
- Ensure the health and safety of all colleagues, volunteers and visitors in accordance with Winston’s Wish policy.
Person Specification
Essential
- Experience of using a database (Salesforce) to enter, maintain, and import data.
- High computer literacy with comprehensive knowledge of Microsoft office applications especially Excel.
- Ability to work effectively as part of a team and to take initiative when appropriate.
- Strong understanding of data protection guidelines including the General Data Protection Regulation (GDPR).
Desirable
- Salesforce Experience.
- Experience of working in fundraising or a charitable organisation.
Recruitment Timetable
- Application deadline: Sunday 3rd August 2025
- Interview date: Thursday 14th August 2025
- Interview location: MS Teams
Winston’s Wish reserves the right to close the vacancy early if we receive a high number of applications for the role before the closing date.
Winston’s Wish is a charity that helps children, teenagers and young adults find their feet when their worlds are turned upside down.

The client requests no contact from agencies or media sales.
Are you looking for a role where your skills can directly benefit families raising disabled or seriously ill children and young people?
We’re growing our passionate and ambitious Fundraising team and looking for two Corporate Partnership Managers to help us make a difference to even more families who need our support.
These are exciting roles at the heart of our growth strategy and designed to build and deliver a powerful corporate partnerships programme that will generate vital income and create meaningful, lasting relationships with businesses across the UK who align with our values.
The role
As a Corporate Partnerships Manager, you’ll proactively lead the way in securing high-value corporate support. You’ll identify and engage prospective corporate partners, create compelling proposals, deliver inspiring pitches and then manage long-term partnerships that deliver both income and impact.
This is a great opportunity for someone who thrives in new business development and who can spot the potential for partnership across all sectors from sponsorships and strategic giving to employee fundraising and volunteering.
You’ll be a key player in shaping our corporate fundraising approach, working closely with colleagues across Fundraising, Programmes, and Communications to create partnerships that are exciting, innovative, and mission aligned.
About you
We’re looking for someone with:
- Proven experience in corporate fundraising, sales, or business development, particularly in securing five- to six-figure multiyear partnerships.
- Excellent communication skills and confident in creating high-quality proposals and delivering persuasive pitches to senior stakeholders.
- A natural relationship-builder, with a track record of opening doors and maintaining strong, productive partnerships.
- A creative and strategic thinker who can identify new opportunities, meet ambitious targets, and bring fresh ideas to the table.
A genuine passion for our mission and the drive to grow support for families raising disabled or seriously ill children.
About us
Family Fund is a great place to work for great people. We provide a challenging and rewarding working environment where every staff member can make their mark.
We are a values based organisation and we aim to show our values in all that we do. Read our staff stories here, and see how our staff display our values every day.
We commit to inclusion, equity and diversity and we welcome applications from all parts of the community. Family Fund is a Disability Confident Leader. We will invite to interview all disabled applicants who meet the requirements for the role. If you have a disability, and are happy to let us know, please highlight this in your covering letter. We have also signed the Armed Forces Covenant and we welcome applications from the Armed Forces Community.
How to apply
Please complete the online application and submit your CV and a covering letter telling us how you meet the requirements for this role. Your cover letter should be no more than two pages long.
For more information, please read and download the job description.
The successful candidate must complete pre-employment checks that meet the Baseline Personnel Security Standard. This includes a requirement to undergo a right to work check and employment history verification.
Information
Closing date: 1 August 2025
Interview dates: 20 August 2025
Our mission is to improve the day-to-day lives of families on a low income, raising a disabled or seriously ill child, or young person.
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!
Reports to: Director of Fundraising & Communications
Closing date: 24th July (We’ll be interviewing for the role on a rolling basis until the position is filled so please apply early to avoid disappointment)
Preferred timezone: GMT -/+ 5 (for meeting purposes, but all applications welcome)
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About Climate Catalyst
Climate Catalyst is a U.S. based non-profit dedicated to galvanizing the collective power of business, investors, and civil society to influence and accelerate policy change in Asia and Europe. Our vision is a just, prosperous world in which global warming is limited to 1.5°C.
Climate Catalyst works to strengthen collaboration and mobilise new actors on pivotal climate challenges to build power and compel political leaders to act at the speed and scale needed to tackle the climate crisis. We do this by:
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Working behind the scenes with stakeholders in Europe and Asia to identify critical climate issues where action to date has been limited and the potential for collaboration is high.
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Bringing together renowned experts and new entrants to share ideas, and design and deliver creative campaigns that secure decisive changes in national and regional policy to deliver sectoral tipping points and secure significant emissions reductions.
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Advising on strategy, offering grants and bringing creative communications, advocacy and business expertise to build power across the climate community and catalyse action.
To date, we’ve used this model successfully to mobilise the business community in support of the EU Nature Restoration Law, the first legislation for peatlands protection across Europe, and spark collective action in India that led to commitment from the Ministry of Steel to develop a green steel policy. Our vision is of a just, prosperous world in which global temperature rise is limited to 1.5°C.
About The Role
The overall remit of this role is to:
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Lead prospect research and funding trends analysis, identifying strategic opportunities and informing fundraising strategy
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Strategically map, expand, and cultivate high-value supporter networks, taking ownership of key relationships
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Design, implement, and optimise comprehensive stakeholder engagement journeys, ensuring a high-quality donor experience
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Support good governance in Climate Catalyst by planning and organising the work of the board, with direction from the CEO
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Lead and manage high-level stakeholder engagement strategies, including direct engagement with members of the Strategic Council to foster sustained partnerships.
What you will do
Strategic stakeholder relationship management, engagement and mapping (70%)
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Strategically identify, research, and qualify high-net-worth individuals, foundations, and corporate prospects, developing robust pipelines for major gifts.
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Identify, cultivate, and steward significant donor relationships, focusing on securing major gifts and sustained funding.
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Design, implement, and lead comprehensive donor cultivation and stewardship strategies, ensuring effective pipeline management and successful solicitation of significant contributions.
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Develop and execute sophisticated communication plans tailored to specific donor segments, ensuring compelling messaging and impact reporting.
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Prepare and deliver high quality briefings, proposals, and presentations for senior leadership to use in high-stakes donor meetings and engagements.
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Support the development and updating of core project materials including key messages, Q&A, response lines, briefings and presentations, tailoring messages to specific audiences, to be used across multiple channels
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Proactively analyse philanthropic trends, competitor activities, and funding opportunities to support the Director of Fundraising & Communications in adapting Climate Catalyst’s fundraising strategy
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With support from the Digital Communications Manager, lead the strategic utilisation and optimisation of CRM and fundraising management tools to ensure data integrity, generate actionable insights, and support reporting on fundraising performance.
Board and Strategic Council support (30%)
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Support good governance in Climate Catalyst - by developing the board workplan, organising meetings, securing inputs to these meetings, minute-taking, and ensure follow up on agreed actions (all with direction from the CEO)
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Drive and support pro-active engagement between Climate Catalyst senior staff and individual members of the Strategic Council, with direction from the CEO
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Drive and support pro-active and effective relationship management by the CEO with high-level partners and allies of Climate Catalyst, by planning, preparing and tracking engagement
What You Would Bring
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Experience in managing and supporting the governance functions of boards or similar high-level advisory bodies, demonstrating autonomy and initiative.
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Demonstrated success in managing complex stakeholder relationships, including foundations, high-net-worth individuals, institutional funders, and senior advisors
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Exceptional project management, organisational, and administrative skills with a proven ability to independently manage multiple priorities and complex workflows.
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Demonstrated track record of independently identifying, cultivating, soliciting, and stewarding major donors or high-value foundations, resulting in significant grants or partnerships.
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Strong understanding of philanthropic trends, fundraising best practices, and donor lifecycle management.
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Experience with CRM systems (e.g., Hubspot, Salesforce, Raiser's Edge) for donor management, pipeline tracking, and reporting, with an ability to leverage data for strategic decision-making.
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Experience, comfort with, and preference for working across various regions and cultures.
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Excellent written and verbal communication skills, with the ability to craft compelling proposals, presentations, and reports for diverse audiences.
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Ability to schedule work and deliver to tight deadlines
How You Work
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Results-driven with a strong focus on achieving fundraising targets and strategic objectives, while maintaining meticulous attention to detail.
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Collaborative leader who actively supports and champions colleagues, fostering a positive and productive team environment.
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Strategic thinker who can actively listen, synthesise complex information, and contribute to elevating the overall thinking and strategy of the team.
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Humble, with low ego and ready to roll up your sleeves
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Committed to our values of courage, collaboration, diversity and learning
Additional Information
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Currently, our main working language is English. Fluency in another language is highly valued.
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This position requires travel
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If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment tasks or otherwise participating in the interview process, please inform us of that in the relevant application section.
Compensation + Benefits
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Pay is competitive in all hiring regions.
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The salary band for this role in USD is $70,000 - $86,000
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Benefits include: wellness stipend, professional development, co-working space coverage, generous pension contribution and more.
For more information about working with us at Climate Catalyst, including compensation and benefits, visit our website.
Diversity at Climate Catalyst
Climate Catalyst aims to design inclusive strategies to meet our objectives. We recognise that the only way to deliver on this is to build a diverse team composed of individuals with varying backgrounds, experiences, and perspectives. We encourage applicants from historically marginalised and currently underrepresented groups in the climate movement to apply.
Equal Employment Opportunities
Climate Catalyst is an equal opportunity employer and complies with all applicable employment opportunity laws prohibiting discrimination. We welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, citizenship status, disability, genetic information, veteran status, or any other basis protected by applicable law.
How to Apply
To apply, please upload a cover letter of no more than one page outlining interest in the role and your CV to this application page.
The client requests no contact from agencies or media sales.
About the role
We have just finalised an exciting new three year strategy to drive impact at scale for victim-survivors. We are now looking for an exceptional candidate to lead some of our financial services relationships and consultancy work and support SEA in its mission to raise awareness of economic abuse and transform responses to it within the financial services sector.
Working closely with colleagues across SEA, you will foster and maintain relationships across the financial services sector, seeking opportunities to generate income for the charity and supporting our Financial Services Specialists to deliver an outstanding service.
Together we can transform frontline financial services and save lives.
About you
At SEA we put the lived experience of victim-survivors at the heart of all that we do, including our work with financial services firms. You will be a subject matter expert on customer vulnerability and financial services firms’ regulatory requirements, as well as having a thorough understanding of industry rules and good practice. You will combine this with experience of working with victim-survivors and bring expertise on economic abuse to ensure this is embedded within financial services’ firms’ responses.
About SEA
We are the only UK charity dedicated to raising awareness of economic abuse and transforming responses to it. We work to save lives and stop economic abuse forever.
Our vision is a world in which all women and girls achieve economic equality and can live their lives free of abuse and exploitation. Not only surviving but thriving.
Our mission is to raise awareness of economic abuse and transform responses to it.
To achieve this, we must ensure that the policies and practices of financial services firms, domestic abuse support services, public services and government reflect the needs of all victim-survivors of economic abuse.
We are committed to centring victim-survivors in all that we do and broadening our understanding of the needs of survivors, particularly those who are marginalised within society. We work alongside the Experts by Experience - a group of victim-survivors whose voices and experiences shape our work.
Our primary focus is on influencing the women’s, public and financial services sectors, to create a model for improved support for victim-survivors of economic abuse, calling on government to facilitate these changes and work with them to improve their systems and practice.
What we offer
- 25 days annual leave plus Statutory Bank Holidays
- Home working (UK based)
- Flexible working
- 5% Employer Pension Contribution
- 5 Wellbeing Days
- Reflective practice
- Health Cash Plan, including Employee Assistance Programme
- Enhanced sick pay, family leave and carer’s leave
- The chance to be part of our highly professional, supportive team
To apply
Please apply via our website
Applications open from 8 July and close at 11.59pm on 21 July 2025. Interviews will take place virtually, week beginning 4 August.
Direct applications only – no agencies please.
Surviving Economic Abuse (SEA) is committed to developing an inclusive team which reflects the diversity of the communities we support. Our culture celebrates diverse voices, and we particularly encourage applications from Black and minoritised applicants and disabled applicants who are under-represented at SEA.
SEA is a Disability Confident Committed, and Kinship Friendly Employer.
The client requests no contact from agencies or media sales.
Senior Grants Officer
We have an exciting opportunity for a Senior Grants Officer to support and develop innovative and impactful grant-making programmes, helping to end youth homelessness across the UK.
This is a remote working role with occasional travel into our offices in London (all expenses covered).
Position: Senior Grants Officer
Location: Remote/London (occasional London office working – expenses covered)
Hours: Part-time, up to 30 hours per week
Salary: £33,000–£36,000 pro rata
Contract: Permanent
Benefits Include: 25 days per year (pro rata – excluding bank holidays), employer pension contribution of 5% into a personal pension (which does not have to be matched by the employee)
Closing Date: 11.59pm, Thursday 7 August 2025
About the Role
This role is central to the delivery of the charities mission to end youth homelessness. You’ll help to manage grant-making programmes, develop more efficient systems, and build strong relationships with charity partners, while supporting innovation and promoting impact.
Key responsibilities include:
- Supporting the full grant cycle – from application to reporting – across multiple programmes.
- Streamlining processes and supporting the integration of systems such as Salesforce.
- Managing the grants inbox and acting as the first point of contact for charity partners.
- Coordinating charity relationships, ensuring compliance and capturing impact stories.
- Leading specific programmes in partnerships and Employability Programmes.
- Collaborating with teams across fundraising, comms, and strategy to maximise the value of every grant.
- Writing reports for internal committees and contributing to external communications.
About You
You will be highly organised, analytical, and confident working across systems and teams. With strong communication and administration skills, you'll thrive in a role that demands both rigour and empathy.
We are looking for someone with:
- Experience of administering complex processes or programmes within the charity or housing sectors.
- Strong understanding of CRM systems (Salesforce desirable) and data management.
- An eye for detail, excellent time management, and experience juggling multiple priorities.
- Experience working with stakeholders, assessing applications, and reporting against outcomes.
- A collaborative and curious mindset, and a genuine commitment to ending youth homelessness.
About the Organisation
The charity has been around since 1986, created by and working with the UK property industry to try and harness a collective desire to do good. Since 2016, the focus has been exclusively on creating a corporate movement within and across the industry to tackle and end youth homelessness.
Additional Benefits
- Flexible working opportunities
- Annual flu jab and eye tests
- Cycle to Work Scheme
- ½ day per month to volunteer
- Interest-free travel card loans
- Professional Development Fund
- Employee Assistance Programme
- Private Health Insurance with Vitality (employee contribution required)
You may have experience in roles such as: Grants Officer, Programme Officer, Charity Programme Manager, Impact Officer, Fund Administrator, or Project Grants Manager. #INDNFP
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation
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!
Just over a year ago, Children Not Numbers was founded in response to the unprecedented crisis facing Palestinian children in Gaza.
Our UK-based medico-legal NGO was established to be a voice for the most vulnerable and innocent victims: children. We chose the name Children Not Numbers to acknowledge that the dead and wounded are not simply statistics.
From the very beginning, our mission has been clear: to provide life-saving medical care, rehabilitation, and long-term support to children affected by war and poverty. Our six core objectives are:
- Immediate short-term medical evacuation
- Medical aid delivery
- Sustainable rehabilitation support
- Advocacy for children’s rights
- Educational programme implementation
- Supporting junior Gazan medics
We are looking for a proactive and enthusiastic Fundraising Assistant to support our growing and ambitious fundraising team. This diverse role is key to helping us raise vital funds through individual giving, community fundraising initiatives, and challenge events. You’ll support the smooth running of our regular giving programme, handle general fundraising administration and ensure excellent supporter care and team efficiency.
WHO ARE WE LOOKING FOR?
To be considered for this role, it is essential that you:
- Have 1+ years' employment within a charity or NGO, ideally within a fundraising team or an international development organisation.
- Reside in the UK and hold right to work status
- Are already set up, or are able to set up, in order to fulfil a contractor role (this is not a PAYE employee position)
You will also be skilled in:
- Managing multiple tasks and deadlines within a fast-paced environment
- Written and verbal communication
- Demonstrating a high attention to detail and accuracy
- Using databases and online platforms (training will be provided)
- Acting as a team player with a positive, can-do attitude
It would be highly desirable if you:
- Bring lived experience of or strong affinity with the cause
- Are familiar with CRM systems, such as Beacon, Salesforce, Donorfy or Raisers Edge)
- Have knowledge of fundraising best practices and donor stewardship
Application is initially by CV only. Cover letters are not required for initial application. Therefore please ensure that the essential/desirable person specification points above are made clear on your CV.
Please do not contact Children Not Numbers directly - recruitment for this role is being managed solely via the CharityJob portal.
Suitable applicants will be contacted for an initial screening call where a detailed brief will be shared and your relevant experience discussed. You will also have the opportunity to ask questions about the role and organisation.
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!
Job Opportunity: Fundraising and Administrative Executive Assistant
Location: Remote (with occasional travel and meetings central London)
Hours: Full-time
Salary: £32,000–£35,000 (depending on experience)
Contract: Permanent (subject to probation period)
Closing Date: 24th July 2025
Start Date: As soon as possible
The Britain Palestine Project (BPP) is seeking a highly organised, motivated, and values-driven individual to join our small, dynamic team as a Fundraising and Administrative Assistant. This is a unique opportunity to play a pivotal role in supporting BPP’s fundraising and operational systems. You will manage core administrative functions, maintain donor databases and financial records, support the Board of Trustees, assist with international fundraising trips, and help build strong relationships with our growing network of supporters and donors.
Key Responsibilities:
- Maintain and update CRM systems (Salesforce) and financial records (Xero).
- Provide administrative support to the Board and working groups, including scheduling and minute-taking.
- Support donor communications including donor pitching presentations (PowerPoint), Gift Aid administration, and donor stewardship.
- Coordinate logistics for fundraising trips to the Middle East and manage follow-up actions.
- Assist in drafting supporter emails, organising events and webinars, and managing digital content.
About You:
Essential:
- Excellent organisational, written and verbal communication skills.
- Confident multitasker with attention to detail.
- Proficient in Microsoft Office (Excel, Word, PowerPoint).
- Strong alignment with BPP’s mission and values.
Desirable:
- Experience with CRM (Salesforce), Xero, Mailchimp, or Canva.
- Background in charity administration, fundraising, or communications.
- Familiarity with Israel-Palestine and related humanitarian or political issues.
What We Offer:
- Competitive salary and workplace pension.
- Training and mentoring in nonprofit fundraising and administration.
- Opportunities to participate in Middle East-focused programs and events.
- Flexible, inclusive working culture and space to grow with the organisation.
To apply, please email your CV and a short cover letter including contact details for two referees.
Applications will be reviewed on a rolling basis.
Interviews are planned for week beginning July 28th
About the Britain Palestine Project
The Britain Palestine Project (BPP) is a UK-based Scottish registered charity working for peace with justice, security, and equal rights for Israelis and Palestinians. Rooted in the belief that Britain’s historic and ongoing responsibilities in Palestine must be acknowledged and addressed, BPP promotes informed public debate, legally grounded advocacy, and inclusive educational programming that connects history, law, and civic engagement.
Our mission is to ensure that Palestine is part of Britain’s national conversation—not just as a foreign policy issue, but as a historical and moral responsibility that resonates with communities across the UK.
What We Do
BPP’s work is organised into two core thematic workstreams and two delivery workstreams:
- Advocacy and Law
Engaging UK policymakers through strategic briefings, a flagship Parliamentary Fellowship, international law podcasts, and targeted constituency events. - Education and History
Bringing Britain’s past and present role in Palestine into classrooms and public debate through our schools programme, Essay Competition, digital history projects, films, and webinars. - Communications
Amplifying impact across platforms—Substack, social media, press outreach, and content creation—shaping the public narrative with clarity and authority. - Fundraising and Organisational Development
Strengthening BPP’s core capacity and sustainability through donor stewardship, Middle East engagement, and systems building.
Why This Role Matters
BPP is in a period of growth and transition, evolving from a volunteer-led initiative into a professionally structured charity. We are building the systems and team to deliver an ambitious 2025–2029 strategy that includes trying to influence the next UK General Election discourse, engaging deeply in Parliament, and expanding national education reach.
This position will play a vital role in supporting the smooth operation of our growing charity—ensuring our supporters are valued, our finances and records are accurate, and our public-facing work runs smoothly.
Join Us
You’ll be part of a small, mission-driven team that punches well above its weight. We operate with a collaborative, inclusive spirit, guided by our values and a strong network of supporters, volunteers, and expert advisors.
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.
Interim Head of Finance & Operations
Career Ready is a social mobility charity that believes that every young person deserves the opportunity to enjoy a rewarding future.
We were founded in 2002 by leading business figures with a mission: to boost social mobility by empowering young people and giving their talents a platform from which to flourish. Since then, we’ve grown in England and Scotland to support young people in areas of need.
We have an exciting opportunity for an experienced, qualified Finance professional to lead our Finance & Operations function.
About the Role
Reporting to the Chief Executive Officer the Interim Head of Finance & Operations leads on and assumes day to day responsibility for providing high quality, strategic financial management for Career Ready.
You will lead on business operations to ensure the ongoing effective functioning of the charity and drive sustainable growth.
The Interim Head of Finance and Operations plays a key role in leading greater organisational efficiency and simplifying processes and will continue the delivery of a project plan reflecting the 2025-30 strategy.
You will play a critical role in driving the increased quality of Career Ready’s offer to our stakeholders in line with our strategy, vision and values.
Member of our SMT, comprising of the CEO, Director for Scotland, Director of Programme and Partnerships and Heads of functions.
This is an interim role to cover a period of maternity leave.
Main responsibilities and accountabilities
· Lead, direct and manage the finance and operations functions, overseeing two direct reports, ensuring they deliver a high-quality service to all internal and external stakeholders and are seen as adding value, in enabling Career Ready to achieve its vision and strategic objectives through its people.
· Continue the delivery of a project plan reflecting the 2025-30 strategy, ensuring that activities happen at pace, are deadline-driven and achieve a high level of impact.
· Assume overall responsibility for the financial management of Career Ready, working with the SMT to ensure high quality and effective use of charitable funds.
· Input into and review the financial elements of funding applications and ensure that fund accounting processes align with funders’ requirements for project reporting.
· Produce financial reports for various stakeholders, as well as leading on financial modelling.
· Have oversight of all financial and accountancy matters including month end reports, management accounts, cash flow management, compliance, tax liability, presentation of management information and KPIs. Ensure that the CEO and Trustees are provided with accurate, timely information and analysis.
· Oversee and coordinate the fully managed payroll services with the external bureau for all Career Ready employees and for some internship students (Jun to Aug during the Summer)
· Administration of the Staff Opt-In Pension Scheme, including onboarding new staff (Royal London)
· Act as a role model in our ‘one team’ culture. Lead in the development of efficient working practices across the charity, creating momentum and supporting motivation within the charity.
· Lead risk management strategies and internal control procedures to minimise the risk of loss, or damage to, Career Ready’s assets.
· Prepare and submit annual operational budgets and annual accounts to the CEO for review and approval.
· Draft and deliver papers for Trustees and Finance and Fundraising Committee (F&FC) meetings.
· Attend Board and F&FC meetings to present papers and answer questions related to areas of expertise.
· Provide day to day line management of the Senior Finance Officers and support their ongoing growth and development.
· Management of organisational governance and compliance activities, including policy management.
· Oversee and manage the organisation’s risk management register and process, with input from SMT.
· Oversee reviews and renewals of all insurance policies that affect the organisation.
· Lead on the compliance of statutory and charity regulatory reporting, giving guidance to colleagues where required.
· Ensure any changes to processes and procedures across the function are clearly documented.
Person Specification
Essential skills and experience
- Belief and commitment to Career Ready’s mission and values
- Qualified (ACA/ACCA/CIMA/AAT) accountant with at least 5 years’ experience in financial management including budgeting, preferably in the charity sector.
- Significant experience in producing management and financial accounts
- Skilled in financial reporting and producing VAT returns
- Preparing for and ensuring a successful year-end audit, and demonstrable knowledge of UK Charities SORP and other reporting standards
- Experience in budgeting to support strategic decision making.
- Financial dexterity and strong analytical skills.
- Strong IT skills, including advanced MS Excel skills and extensive of using an accounting software, preferably Xero
- Excellent organisational and prioritising skills and ability to work independently and with autonomy
- Strong starter finisher with ability to lead and drive projects
- Knowledge of charity governance and compliance requirements
- Ability to build excellent relationships and have effective engagement with stakeholders
- Good communication skills and ability to communicate financial concepts to non-finance staff
- Attention to detail
- Ability to present financial information to various audiences
- Ability to maintain confidentiality and sensitivity of financial information
- Ability to work in a fast-paced environment
- Ability to cope with competing demands to deadlines
- Honest and dependable
Desirable skills and experience
- Experience of leading a team, strong team building skills
- Line management experience
- Experience of using MS Planner or other project management tools
- Genuine interest in the work done by the Charity
- Experience of using a CRM (Salesforce)
- Degree in financial management or accounting
Full details are provided in the candidate pack
Salary and Benefits
Salary: £52,000 to £54,000 FTE (salary will be pro-rata for part time hours)
28-35 hours per week. Career Ready is committed to supporting condensed/flexible working patterns.
Permanent and remote. Travel to London required on an occasional basis
You will be rewarded with the following benefits:
· 6% contribution to personal pension plan, subject to 3% employee contribution.
· Annual leave: 27 days per annum plus bank/public holidays (pro rata for part time). The charity is also closed between Christmas and New Year. Career Ready also allows flexible use of some Bank & Public Holidays
· Cycle to Work Scheme
· Access to both our Reward Gateway Portal and an Employee Assistance Programme.
· Flexible working
· Work from home allowance and paid travel expenses.
We regret that Career Ready is unable to offer visa sponsorship and candidates must be able to demonstrate their right to work in the UK. In accordance with our commitment to safeguarding, offers of employment are subject to completion of a DBS check.
Timetable
Applications close at 9am on Monday 21 July 2025
Please note that the closing date may be brought forward if we receive strong applications.
This is an interim role to cover a period of maternity leave, with a provisional start date of late September for a handover period.
The client requests no contact from agencies or media sales.