Senior business development manager jobs in liverpool

Today, 12 children and young people will be diagnosed with cancer. We’ll stop at nothing to make sure they get the right care and support at the right time.

Change lives in a life-changing career

When a child or young person is diagnosed with cancer, their whole world can feel like it’s falling apart. Independence is taken and confidence is stolen. Stability no longer exists. The future suddenly feels uncertain.

The impact of cancer on young lives is more than medical. That’s why we exist. Our specialist social workers help children and young people with cancer and their families navigate the emotional and practical impact of cancer. We remove barriers, solve problems and prioritise wellbeing. And we stop at nothing to make sure they get the right care and support at the right time.

We challenge the systems and policies that surround children and young people, we highlight gaps and campaign for change. Because we know what a better future could look like. And we know what we need to do to make that future a reality. We need to push harder, reach further and work smarter. And we need the right people on our team to help us get there. People like you.

About the role

At Young Lives vs Cancer, we play a unique and vital role in supporting children and young people with cancer. Guided by our strategy, The Time is Now, we are committed to delivering high-quality, impactful services that make a real difference. As a leading provider of psychosocial support and accommodation throughout treatment, end-of-life, and bereavement, we are proud to ensure our services remain relevant, responsive, and tailored to the needs of those we support.

We are looking for a dedicated professional to provide business support across the directorate, working closely with senior operational leaders to drive the implementation and development of our services. This role will be instrumental in supporting new service initiatives and collaborating with other directorates and external partners, such as the NHS and charity organisations, to help us achieve our strategic goals.

This role is subject to a criminal record check. In the event of a successful application an enhanced criminal record check will be completed. 

What will I be doing?

No two days are the same at Young Lives vs Cancer. So, summarising your ‘day to day’ isn’t easy. Here are some of the main things you’ll be doing, but you’ll find more details in the job description.

• Providing business support across service development, planning, evaluations, and improvement projects
• Collaborating with other directorates and external partners to deliver joint initiatives aligned with strategic goals
• Supporting the implementation of new systems and processes to drive continuous improvement
• Designing and managing operational programmes, embedding learning from previous work
• Coordinating cross-functional teams, managing risks, and ensuring robust monitoring and reporting
• Building strong relationships with stakeholders and managing governance and service agreements with NHS trusts

What do I need? 

Diverse perspectives and unique skillsets are at the heart of Young Lives vs Cancer. If you're passionate about making a positive impact and eager to learn, we encourage you to apply, even if you don't meet the criteria and person specification fully. Your potential is what matters most to us, and we’re committed to fostering an inclusive and supportive work environment to help you develop.

The key experience, skills and attributes we’re looking for in this role are:

• Experience in service delivery and development within health or social care, with a strong track record of managing programmes that drive improvement and innovation
• Skilled at working collaboratively across multi-disciplinary teams and with external partners to achieve shared goals
• Confident in preparing reports, managing corporate documentation, and using monitoring and evaluation to inform decision-making
• Strong understanding of project management, with the ability to identify risks and embed learning
• A commitment to anti-oppressive practice, equity, and amplifying the voices of children, young people, and families affected by cancer
• Passionate about Young Lives vs Cancer’s mission, values, and strategic priorities, with a proactive approach to safeguarding, inclusion, and continuous improvement

What will I gain?

 For people to reach their full potential, they need the right environment. As a member of Team Young Lives, you’ll be made to feel supported, valued and appreciated. Here’s how we do it:

• Flexible working: we’re open to working hours outside of 9 - 5 and we can talk through your flexibility requirements at interview stage
• Thinking and Growth days: four days a year to support your wellbeing through reflection, learning and development - in whatever way works for you
• Generous annual leave allowance
• Great family/caring leave entitlements
• Enhanced pension
• Access to our employee savings scheme

To find out more about our benefits package, have a look on our website.

Our commitment to Diversity, Equity, Inclusion and Belonging

At Young Lives vs Cancer, we recognise that opportunities for too many people remain a condition of their sex, ethnicity, class, gender identity, disability, sexual orientation – or a combination. This has never been acceptable to us as an organisation. We don’t just accept difference, we value it, celebrate it, nurture it and we thrive because of it.

We’re on a journey to be reflective of the diverse children, young people and families we support. We know we aren’t there yet, and we’re passionately committed to taking actions and making changes to be a truly diverse, inclusive and equitable organisation. This includes taking anti-oppressive action and removing barriers in our recruitment practices. We particularly welcome applications from members of minoritised communities. Our Diversity, Inclusion, Equity and Belonging strategy will tell you more.

We operate an anonymised shortlisting process in our commitment to diversity, equity, inclusion and belonging. CVs can be uploaded, but we won't be able to view them until we invite you for an interview. Instead, we ask you to fully complete the work history sections of the online application form for us to be able to assess you quickly, fairly and objectively.

Accessibility

We’re committed to providing reasonable adjustments throughout our recruitment process and we’ll always aim to be as accommodating as possible.Please let us know in your application form of any adjustments or access requirements we could make to help you with the application process and interview.

To arrange an informal chat, please contact Cassie Davis, Service Manager Operations & Development. 

#ShowTheSalary #NonGraduatesWelcome

Closing date: Thursday 24 July, 5pm

Interview date: Tuesday 29 July, via Teams 

Interview note: We will let you know whether you’ve been shortlisted for interview on the afternoon of Friday 25 July. If you're shortlisted, you'll be invited to book an interview slot. Once confirmed, we'll email you the interview questions in advance.

Role:  Fundraising CRM & Data Manager

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response & Nighttime Economy) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

This role will be responsible for leading & managing fundraising data, and strategic oversight of fundraising data systems and processes, managing a team to employ process efficiencies and improve data quality ensuring seamless integration between CRM systems and external platforms to drive income generation across the full spectrum of the donor data landscape and deliver fundraising operations. You’ll also lead on behalf of fundraising on CRM development and enhancement requests to support data-driven fundraising decisions and strategies.

About You

• Extensive experience working across CRM platforms (including D365 Mission CRM or similar), managing system selections, and leading CRM enhancement projects.
• Skilled in data analytics, building reporting frameworks, and using database languages like SQL, along with managing data imports and Direct Debit processes.
• Proven ability to automate processes while ensuring compliance with GDPR and data security best practices.
• Demonstrated leadership and change management experience with a collaborative approach, influencing senior leaders in complex organisations.
• Competent in Microsoft applications, including Dynamics and the MS Office suite, with the ability to work under pressure and deliver results.
• Strong interpersonal, written, and verbal communication skills, with a commitment to organisational values and attention to detail.

About the Role

• Identify opportunities to improve efficiency through automation and optimised data processes and lead the transition from manual to automated solutions.
• Develop and manage a comprehensive fundraising data strategy and performance monitoring mechanisms to support sustainable income growth and informed decision-making.
• Work closely with senior Digital, Data & Technology teams, external suppliers, and internal stakeholders to build integrated data solutions and embed insights into fundraising strategies.
• Oversee fundraising data processes, reporting frameworks, compliance with data protection regulations, and manage best practices in data handling and campaign operations.
• Lead change management initiatives, including training, documentation, and managing the Fundraising Operations Lead to ensure effective implementation of data processes and systems.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

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: 

• 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. 

• 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. 

• 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:

1. Lead prospect research and funding trends analysis, identifying strategic opportunities and informing fundraising strategy

2. Strategically map, expand, and cultivate high-value supporter networks, taking ownership of key relationships

3. Design, implement, and optimise comprehensive stakeholder engagement journeys, ensuring a high-quality donor experience

4. Support good governance in Climate Catalyst by planning and organising the work of the board, with direction from the CEO

5. 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%)

• Strategically identify, research, and qualify high-net-worth individuals, foundations, and corporate prospects, developing robust pipelines for major gifts.

• Identify, cultivate, and steward significant donor relationships, focusing on securing major gifts and sustained funding. 

• Design, implement, and lead comprehensive donor cultivation and stewardship strategies, ensuring effective pipeline management and successful solicitation of significant contributions.

• Develop and execute sophisticated communication plans tailored to specific donor segments, ensuring compelling messaging and impact reporting.

• Prepare and deliver high quality briefings, proposals, and presentations for senior leadership to use in high-stakes donor meetings and engagements.

• 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 

• Proactively analyse philanthropic trends, competitor activities, and funding opportunities to support the Director of Fundraising & Communications in adapting Climate Catalyst’s fundraising strategy 

• 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%)

• 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)

• Drive and support pro-active engagement between Climate Catalyst senior staff and individual members of the Strategic Council, with direction from the CEO

• 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

1. Experience in managing and supporting the governance functions of boards or similar high-level advisory bodies, demonstrating autonomy and initiative.

2. Demonstrated success in managing complex stakeholder relationships, including foundations, high-net-worth individuals, institutional funders, and senior advisors

3. Exceptional project management, organisational, and administrative skills with a proven ability to independently manage multiple priorities and complex workflows.

4. Demonstrated track record of independently identifying, cultivating, soliciting, and stewarding major donors or high-value foundations, resulting in significant grants or partnerships.

5. Strong understanding of philanthropic trends, fundraising best practices, and donor lifecycle management.

6. 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.

7. Experience, comfort with, and preference for working across various regions and cultures.

8. Excellent written and verbal communication skills, with the ability to craft compelling proposals, presentations, and reports for diverse audiences.

9. Ability to schedule work and deliver to tight deadlines

How You Work

• Results-driven with a strong focus on achieving fundraising targets and strategic objectives, while maintaining meticulous attention to detail.

• Collaborative leader who actively supports and champions colleagues, fostering a positive and productive team environment.

• Strategic thinker who can actively listen, synthesise complex information, and contribute to elevating the overall thinking and strategy of the team.

• Humble, with low ego and ready to roll up your sleeves

• Committed to our values of courage, collaboration, diversity and learning

Additional Information

• Currently, our main working language is English. Fluency in another language is highly valued.

• This position requires travel

• 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

• Pay is competitive in all hiring regions.

• The salary band for this role in USD is $70,000 - $86,000

• 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.

Senior Project Officer - Communities Prepared
Ref: SPO0725
Location: England-wide
Contract: Fixed term contract until 7th August 2026
Salary: £16,800 - £18,000 pro rata (FTE £28,000-£30,000)
Hours: 22.5 hours per week

Community charity Groundwork South has a unique opportunity for an energetic, people-focused, self-motivated Senior Project Officer to join our Communities Prepared team to develop and provide community resilience training and support for a diverse range of communities.

Summary of role: Communities Prepared is our flagship England-wide community resilience programme which provides training and support to community volunteers and the wider public – helping them to build their confidence, skills, and knowledge to prepare for, respond to, and recover from various threats, including severe weather events amplified by climate change.

With the demand and need for our programme continuing to grow, we are looking for a new part-time Senior Project Officer to work closely with the existing delivery team, wider programme team, communities, and partners nationwide to design and deliver online and in-person tailored training and support packages for community volunteers across England.

If you have the confidence and skills to engage with people from a range of backgrounds and have proven experience in delivering training within a community setting, we would love to hear from you. You will also need to be skilled and confident at developing learning content which takes complex information and makes it easy to understand and engaging. An interest in and understanding of climate change and its impact on communities, emergency/risk management, and/or climate adaption and mitigation approaches (e.g. Nature Based Solutions) would be highly advantageous.

In return we offer you:

• A competitive salary
• Generous holiday entitlement of 25 days per annum plus public holidays
• Health Cash Plan and 24-hour Healthline
• Employee Assistance Programme - including mental health helpline and face to face counselling.
• Salary sacrifice schemes including cycle to work and pension contributions.
• Family friendly policies to support work/life balance with time off in lieu for out of hours activities
• Business travel expenses

We are a creative, committed, and enthusiastic organisation with a great track record of project development, fundraising and delivery, so there are always opportunities to grow and develop your role within our friendly team.

Closing date for applications: 3 August 2025, 11.59pm

Interview date: 11th / 12th August 2025 (over MS Teams or Zoom)

Interested?

If you would like to apply and find out more about this position, please click the apply button to be directed to our website.

Groundwork South is an equal opportunities employer and welcomes applications from all members of the community.

No agencies please.

Our partner seeks a seasoned, analytical management accountant, with experience in project accounting and finance business partnering within an international charity. This is a 1 year fixed-term contract.

Responsibilities

• Collaborate with project leads to monitor budgets and provide tailored financial insights, and regular reporting on project performance and expenditure tracking, ensuring effective resource management across funded initiatives.
• Prepare bespoke financial reports in line with external funding agreements, meeting all donor-specific compliance and deadline requirements.
• Serve as a primary contact for day-to-day finance-related queries from both UK and international colleagues, offering guidance on systems and processes.
• Contribute to the preparation of monthly management accounts, supporting senior finance colleagues in the analysis and review of organisational performance.
• Assist in the development of year-end statutory accounts and provide support throughout the external audit process, including documentation collation and response to auditor queries.

Requirements

• Part-qualified accountant with at least 2 years of experience working in a similar role within an international charity, and a sound knowledge of preparing management accounts, undertaking analysis and doing project and donor accounting.
• Strong IT and systems skills
• Strong written and verbal communication skills, a strong command of the English language and report writing ability.
• Team player, able to be supportive and manage a varied a workload with little supervision.

This role offers remote working from the UK, with the candidate expected to attend meetings in London once ever 2-3 months. This role is only open to candidates with the right to work in the UK without requiring sponsorship. This a 1 year FTC with an immediate start preferred.

Salary: £38,000-£43,000
Contract: Permanent, full-time
Location: Home-based but with travel around the home counties (must live in: Hertfordshire, Bedfordshire, Essex, Berkshire, Buckinghamshire, or Oxfordshire)
Closing date: 13 July
Benefits: Life assurance scheme, 8% Employer pension contribution, Enhanced maternity and adoption leave, BUPA Healthcare Plan, Discounted gym membership
 
We have an excellent opportunity to join as Regional Fundraising Manager (Home Counties) for the wonderful Alzheimer’s Society. You will report to the Senior Regional Fundraising Manager. As part of this role, you will have overall responsibility for the development of your team in the home counties, aiming to achieve and exceed an annual income target, delivering exceptional supporter stewardship and acquisition of new business, and driving a high-performance culture.

This role will offer you the opportunity to manage a team of three Regional Fundraisers, maximising their skills and capacity to exceed targets, while managing your own portfolio of donors, making this a brilliant hybrid role of leadership and hands-on fundraising. You will drive relationship building, providing exceptional stewardship to boost retention and lifetime value for the charity’s highest value supporters.

To be successful as the Regional Fundraising Manager, you will need:

• Proven experience as a regional fundraising expert with strong knowledge of community income streams (corporate, clubs/groups, and individuals)
• Significant experience of providing strong leadership across a team, empowering them to problem solve independently and driving high performance.
• Strong experience of developing, delivering and reporting on budgets and non-financial targets.

If you would like to have an informal discussion, please call Heather and quote the reference 2641HB

Ashby Jenkins Recruitment are a specialist charity recruitment agency, we use our extensive sector knowledge and experience to match candidates to the most suitable roles. We take a relationship-led approach to recruitment, working ethically, supporting people to find their perfect role within the not-for-profit sector. 

We are passionate about improving equality across the sector, you can read more about our commitment to diversity here. 

If enough applications are received the charity reserves the right to end the application period sooner. 
 

Finance Business Partner - Personal Support

Are you an experienced Finance Business Partner looking for a role where you can make a real difference in the charity sector?

We have a fantastic and rewarding opportunity for two Finance professionals to join Mencap as Finance Business Partners (FBP) on permanent contracts. The roles will be supporting the operational division that provides care and support to adults with a learning disability across England, Cymru and Northern Ireland.

We are looking for people who are confident communicators with both finance colleagues and operational staff, adapting their style to their audience. People who are well organised, can prioritise their workload and have the ability to maintain accuracy and attention to detail while working to tight deadlines will thrive in this role.

The successful candidates will use their commercial awareness and work with management teams to help deliver strong financial performance across the regions they support, providing timely and accurate financial information to a variety of stakeholders.

We will consider both full-time and part-time applications and there is flexibility around where the roles are based. We have large offices in London and Peterborough and smaller offices located throughout the UK. If there is no office available within a reasonable distance, the roles may be offered as home-based with some travel for team meetings.

At Mencap, we value a diverse and inclusive workplace and we intentionally plan for the success of our colleagues in everything we do. We welcome applications from everyone, so come as you are and join us. Together we are Mencap!

What will it take?

To be successful as a Finance Business Partner you will be expected to have:

· Excellent written and verbal communication with ability to convey financial information to non-finance colleagues and senior management.

· A desire to drive improvements in financial understanding & accountability to deliver a first class commercial and customer focused service.

· Strong collaboration skills including the confidence to challenge others.

· Ability to interpret a range of financial/operational information and reach quick judgements.

· Experience in financial analysis and reporting.

· Appropriate planning, organising and strategic business planning skills.

· An ACA, ACCA, CIMA qualification or hold a similar and relevant qualification.

The scope for this role is vast and we are looking for two ambitious and driven individuals to join us!

If you have the relevant skills and experiences we are looking for and this opportunity sounds like the perfect role for you, please apply with your up-to-date CV. Interviews are due to be held in w/c 21st July after the close date via Microsoft Teams.

Benefits

Here at Mencap, we offer an impressive range of benefits designed to support and reward our employees to ensure that our teams feel valued and appreciated.

Our benefits package offers 32 days of paid holiday (including bank holidays, pro rata), along with a range of perks such as discounts at leading high-street retailers, access to health cash plans, interest-free loans, and many more exciting offerings.

About Mencap

Our vision is for the UK to be the best place in the world for people with a learning disability to live happy and healthy lives.

We're here to support people with a learning disability, their families and their carers. We fight for a kinder, fairer and more inclusive society for people with a learning disability to live in.

At Mencap, everyone works with people with a learning disability either providing support or advice, or alongside one another as colleagues.

Belonging at Mencap is for everyone, every day, everywhere.

· Everyone is expected to treat people well and make Mencap an inclusive organisation.

· Every day we grow and learn. It’s okay to make mistakes but we learn from them and make changes

· Everywhere people will feel respected, valued, and safe to be themselves.

We have Belonging network groups that meet online and are open to all colleagues. The groups include people who identify as Black and Asian, LGBTQIA+, disabled or with a long- term health condition, women, parents and carers, and their allies.

We want to encourage everyone to apply to work at Mencap and we offer a variety of different contract types and working patterns. We’re not looking for specific experience. It is your personality and values that will make you a great colleague. We will train and develop you to succeed in the role you’re applying for.

Are you an outstanding Christian leader with a track-record of collaborative international working? Are you looking for the next opportunity to use your skills and experience for the benefit of a global organisation? If this is you, then you are invited to apply for the role of Chief Finance Officer at Open Doors International.

The global Chief Financial Officer of Open Doors International has a key leadership role both within the line-managed Open Doors International entity, and more widely across the Global Finance Network of development and field offices. The CFO reports to the CEO and works closely with other executives on all strategic and tactical matters as they relate to Financial Planning & Analysis, Financial Accounting (including transactional management and audit), Risk & Compliance, Treasury & Cash Management, Financial Data & Systems, Field Finance, Development Finance and Transformational Programs.

The CFO ensures Open Doors International is known for its excellent stewardship by delivering world-class and well-coordinated financial functions that contribute to excellent operations, risk management, forward-planning and mature governance.

You will:

• Be an experienced CFO with a strong track record of operating in international organisational structures, with exposure to developing markets, complex treasury and money transfer functions, and high-risk environments.
• Have experience of leading strategy formation, team supervision and timely delivery in a complex network or matrix style structures.
• Enjoy and have a matured gift of forward-planning, helping the Board, Executive Leadership Team and colleagues benefit from transparent budget plans in a dynamic missional context that will demand agility.
• Employ wise risk assessment in a context of faith, so that Open Doors can, with effectiveness and great sophistication, deliver its ministry in very challenging and at times restrictive environments.
• Bring a servant-hearted leadership gifting, including the ability to lead through influence and build consensus amongst divergent senior stakeholders; inspire trust; and take a highly relational and capacity-building approach with their colleagues.
• Have excellent communication skills - written, verbal and able to deliver insights with data; effective with a range of audiences from local staff to Board level
• Exhibit grace, to patiently but persistently mature a complex organisation moving through significant phases of growth in a rapidly evolving external environment

Your responsibilities are under the following headings (for a full explanation, please read the attached pdf):

• Strategic Financial Leadership
• Management Reports & Communication
• Accounting & Financial Controls
• Treasury and Cash Management
• Risk Management & Compliance
• Innovation & Transformation
• Leadership and People Management

Person Specification

KEY QUALITIES

Open Doors believes that spiritual maturity, character and behaviour are as important as financial competence, therefore the CFO is:

• A devoted follower of Jesus with a heart to strengthen persecuted Christians.
• Prayerful and able to take financial decisions, founded on faith in God.
• Able to build strong relationships across national cultures.
• Able to empower others and intentionally develop future finance leaders.
• Prepared to make difficult decisions and have honest conversations with grace.
• Active in a local church that supports their vocation and provides spiritual support.
• Emotionally intelligent and aware of the impact of their leadership on people.
• Experienced in negotiating and influencing at a senior level, combined with strong interpersonal and collaboration skills.

KEY SKILLS AND EXPERIENCES

• A highly skilled Finance professional, who demonstrates an appetite for continued learning and personal development.
• Approximately 15 years of senior finance operational leadership experience prefered in multi-national commercial sector and/or international charity sector.
• Significant team management experience, including remote working across different time zones.
• Proven ability to lead change, including working well across many operational disciplines (Field programs, IT, Legal and HR teams, for example).
• Oversight of a complex treasury function providing financial access across geographical locations.
• Experience communicating and providing reports to Board Audit & Finance Committee.

Open Doors International will offer a competitive salary for the post. We are open to applications from anyone who is suitable for this role, regardless of their current location, with a willingness to be located within -6hours/+2 hours Central European Time zone for ease of communication within a dispersed global ministry.

Shortlisted candidates will be invited to an MS Teams Interview with the Open Doors International search panel. Finalist Candidates will be asked to come to Netherlands for in-person interviews on 5 September. The Open Doors International search panel members are very aware that this is a two-way discernment process, therefore we encourage each applicant to pray to the Lord and consult their trusted and closest fellow Christians as they consider this opportunity. The successful candidate will be expected to take up the post of CFO as soon as is reasonably possible.

Thank you for taking the time to prayerfully consider this opportunity and to learn more about the work of Open Doors International.

Head of Institutional Relations and Governance

About Charity Right
At Charity Right, we are a focused and passionate international food charity on a mission to free people from the devastating effects of hunger. Since our founding, we have provided over 40 million meals across 7 countries, serving those who need it most with dignity and care.

Our Mission
We believe that no child should go to school hungry. Our single-cause focus allows us to be exceptionally effective at what we do best: providing nutritious school meals that keep children in classrooms and give them the opportunity to break free from poverty through education.

About the Role

This is a newly created leadership role responsible for developing and embedding the governance infrastructure and strategic partnerships that will position Charity Right as a credible and competitive organisation for institutional funding. The Head of Governance and Institutional Relations will be responsible for cultivating relationships with institutional funders, multilateral agencies, and foundations, while also leading internal governance and capacity-building efforts to ensure Charity Right is fully prepared to secure and deliver such partnerships.

The role will build and oversee the development of international branch offices where appropriate, ensuring alignment with partner eligibility requirements and regulatory frameworks. This role is cross-functional and high-impact, sitting at the intersection of compliance, strategy, fundraising, and programme delivery.

Key Responsibilities

Institutional Fundraising & Relationship Management

• Identify and engage potential institutional funders and foundations both in the UK and internationally.
• Lead the full lifecycle of institutional donor relationships—from prospecting and due diligence through to application, stewardship, and renewal.
• Build a comprehensive pipeline of funding opportunities aligned with Charity Right’s mission and delivery capacity.
• Work closely with Programmes, Finance, and Fundraising teams to coordinate compelling funding proposals and aligned delivery models.

Organisational Governance & Capacity Building

• Lead the development and continuous improvement of Charity Right’s governance framework to meet international standards for institutional funders.
• Identify and implement structural, policy, and procedural enhancements that elevate Charity Right’s readiness to enter and sustain institutional partnerships.
• Conduct periodic organisational assessments and produce recommendations to close capacity gaps identified by funders or prospective partners.

International Presence & Localisation Strategy

• Design and oversee the establishment of Charity Right branch offices in key geographies.
• Ensure all international branches are compliant with local laws, reporting requirements, and brand/mission alignment.
• Collaborate with legal and operational advisors to manage entity registration, governance structures, and oversight models in each country.

Strategic Partnerships and Alliances

• Develop and implement a formal institutional partnering strategy.
• Identify and vet strategic implementation partners that complement Charity Right’s delivery capabilities.
• Negotiate, draft, and manage partnership agreements ensuring alignment with Charity Right’s values and strategic objectives.

Monitoring, Reporting & Evaluation

• Develop and implement a framework to monitor the performance and outcomes of institutional partnerships and funded projects.
• Ensure robust reporting mechanisms, including narrative and financial reporting, are in place.
• Regularly brief the CEO and Board on the status of funder relationships, branch development, and institutional readiness.

Essential Skills and Experience

• Significant senior-level experience in institutional fundraising, partnership management, or international development.
• Strong understanding of governance frameworks, compliance standards, and operational due diligence requirements for international NGOs.
• Demonstrated success in securing and managing funding from institutional donors.
• Experience in establishing and managing international offices, branches, or subsidiaries.
• Proven leadership skills with the ability to influence and collaborate across departments.
• Excellent written and verbal communication skills.
• Strategic thinker with strong project management and execution capability.
• Values-driven, with a commitment to transparency, accountability, and inclusion.
• Familiarity with safeguarding frameworks, donor audits, and risk registers.

Desirable Skills and Experience

• Experience working in humanitarian or faith-inspired development contexts.
• Legal, compliance, or public policy background.
• Existing network within institutional funding or global development sectors.

Success Indicators

• Institutional Fundraising & Relationship Development
• Number of institutional funder relationships established (UK and international)
• Number of funding applications submitted per quarter
• Total value (£) of secured institutional or foundation grants annually
• Application success rate (%) across funding proposals submitted
• Donor retention and re-engagement rate (%)

Governance & Organisational Capacity

• Completion and implementation of key governance policies
• Improvement in organisational assessments conducted by external funders or partners
• Internal audit readiness and compliance rate
• Number of governance or compliance gaps resolved each quarter
• Staff training or briefings delivered on governance-related improvements

International Branch Development

• Number of international entities registered or formalised in target geographies
• Time taken from initiation to legal establishment of each branch
• Compliance rate with local registration, reporting, and governance requirements
• Annual cost-to-benefit ratio of each registered branch (qualitative + financial assessment)

Strategic Partnerships

• Number of partnership MOUs or contracts formalised
• Partner performance satisfaction score
• Number of co-designed or co-delivered proposals with partners submitted per year
• Strategic alignment index – measured via internal SLT reviews

Reporting & Monitoring

• Reporting compliance rate (%) with donor reporting deadlines and formats
• Timeliness and quality score of narrative and financial reports submitted
• Quarterly internal partnership performance reports delivered to SLT/CEO
• Monitoring framework adoption rate across new institutional projects

Employment Type: Permanent, Full-Time
Location: Remote Working
Salary: £48,000 – 54,000 per annum, depending on experience
Reports to: CEO

Finance Business Partner - Inclusive Communities & Partnerships

We are looking for a talented and motivated Finance Business Partner to support the Inclusive Communities & Partnerships (ICP) directorate for a national charity.

The ICP directorate plays a vital role in delivering frontline services and building strong, community-based support networks for people with a learning disability. This diverse portfolio includes Retail, the Training Academy, Network Partners, Belfast Children's Centre, Information and Advice services in Wales and key programmes and projects across England, Wales, and Northern Ireland. We are looking for a Finance Business Partner who can support with the day-to-day management of budgets funded via multiple, and sometimes complex income streams, in rapidly changing environments as well as someone who can support us to grow in key areas.

Over the next 5 years ICP have big ambitions to significantly extend the reach for children and young people, families, supported employment services, community programmes and retail stores so the charity can reach more people and have greater impact in more communities.

There is flexibility around where the role is based. There are large offices in London and Peterborough and smaller offices located throughout the UK and you may need occasional travel to for meetings. However, this role will primarily be working remotely.

Key Responsibilities

You will work closely with the Finance Lead and a range of operational and senior stakeholders to:

· Deliver high-quality financial insight and support across the ICP portfolio

· Prepare accurate, timely and meaningful management reporting for budget holders

· Support the month-end process, including reviews, reconciliations, and posting journals

· Facilitate and lead financial review meetings with key stakeholders

· Support financial planning and forecasting, ensuring robust and credible business plans

· Partner with teams to model new initiatives, assess risks and evaluate financial performance

· Champion improvements in financial understanding and accountability across ICP

· Identify and help implement process improvements in financial management

What You Will Bring:

· A confident communicator, able to build relationships and influence across finance and non-finance teams

· Highly organised, with strong attention to detail and the ability to manage competing priorities

· Proactive and self-motivated, with a desire to make a real impact

· Committed to improving the lives of people with a learning disability

Your Experience:

Essential:

· Experience in a finance team, providing management accounting, budgeting and/or forecasting support

· Proven ability to work in a fast-paced environment delivering timely, accurate financial insight

· Strong Excel skills

· Excellent interpersonal and stakeholder management skills

Highly Desirable:

· Experience in a Finance Business Partnering or Financial Planning role, ideally in retail or programme delivery

· Proven ability to identify and implement process improvements in financial management. Power BI experience.

· Part-qualified (or qualified by experience) accountant, ideally working towards ACMA, CIMA, ACCA, or ACA

The scope for this role is vast and we are looking for an ambitious and driven individual to join the team!

If you have the relevant skills and experiences we are looking for and this opportunity sounds like the perfect role for you, please apply with your up-to-date CV. Interviews are due to be held in w/c 21st July after the close date via Microsoft Teams.

Benefits

Here at Mencap, we offer an impressive range of benefits designed to support and reward our employees to ensure that our teams feel valued and appreciated.

Our benefits package offers 32 days of paid holiday (including bank holidays, pro rata), along with a range of perks such as discounts at leading high-street retailers, access to health cash plans, interest-free loans, and many more exciting offerings.

For more details on what we have to offer, please see the attached document outlining all the fantastic benefits available to you as a member of our team!

About Mencap

The charity offer an impressive range of benefits designed to support and reward employees to ensure that our teams feel valued and appreciated.

The benefits package offers 32 days of paid holiday (including bank holidays, pro rata), along with a range of perks such as discounts at leading high-street retailers, access to health cash plans, interest-free loans, and many more exciting offerings.

About the organisation

The charity’s vision is for the UK to be the best place in the world for people with a learning disability to live happy and healthy lives.

They're here to support people with a learning disability, their families and their carers. Fighting for a kinder, fairer and more inclusive society for people with a learning disability to live in.

Everyone works with people with a learning disability either providing support or advice, or alongside one another as colleagues.

Belonging is for everyone, every day, everywhere.

· Everyone is expected to treat people well and make it an inclusive organisation.

· Every day we grow and learn. It’s okay to make mistakes but we learn from them and make changes

· Everywhere people will feel respected, valued, and safe to be themselves.

There are Belonging network groups that meet online and are open to all colleagues. The groups include people who identify as Black and Asian, LGBTQIA+, disabled or with a long- term health condition, women, parents and carers, and their allies.

The charity wants to encourage everyone to apply and offer a variety of different contract types and working patterns. They’re not looking for specific experience. It is your personality and values that will make you a great colleague. They will train and develop you to succeed in the role you’re applying for.

Finance Business Partner - Inclusive Communities & Partnerships

We are looking for a talented and motivated Finance Business Partner to support Mencap’s Inclusive Communities & Partnerships (ICP) directorate.

The ICP directorate plays a vital role in delivering frontline services and building strong, community-based support networks for people with a learning disability. This diverse portfolio includes Retail, the Mencap Training Academy, Network Partners, Belfast Children's Centre, Information and Advice services in Wales and key programmes and projects across England, Wales, and Northern Ireland. We are looking for a Finance Business Partner who can support with the day-to-day management of budgets funded via multiple, and sometimes complex income streams, in rapidly changing environments as well as someone who can support us to grow in key areas.

Over the next 5 years ICP have big ambitions to significantly extend our reach for children and young people, families, supported employment services, community programmes and retail stores so we can reach more people and have greater impact in more communities.

There is flexibility around where the role is based. We have large offices in London and Peterborough and smaller offices located throughout the UK and you may need occasional travel to for meetings. However, this role will primarily be working remotely.

Key Responsibilities

You will work closely with the Finance Lead and a range of operational and senior stakeholders to:

· Deliver high-quality financial insight and support across the ICP portfolio

· Prepare accurate, timely and meaningful management reporting for budget holders

· Support the month-end process, including reviews, reconciliations, and posting journals

· Facilitate and lead financial review meetings with key stakeholders

· Support financial planning and forecasting, ensuring robust and credible business plans

· Partner with teams to model new initiatives, assess risks and evaluate financial performance

· Champion improvements in financial understanding and accountability across ICP

· Identify and help implement process improvements in financial management

What You Will Bring:

· A confident communicator, able to build relationships and influence across finance and non-finance teams

· Highly organised, with strong attention to detail and the ability to manage competing priorities

· Proactive and self-motivated, with a desire to make a real impact

· Committed to improving the lives of people with a learning disability

Your Experience:

Essential:

· Experience in a finance team, providing management accounting, budgeting and/or forecasting support

· Proven ability to work in a fast-paced environment delivering timely, accurate financial insight

· Strong Excel skills

· Excellent interpersonal and stakeholder management skills

Highly Desirable:

· Experience in a Finance Business Partnering or Financial Planning role, ideally in retail or programme delivery

· Proven ability to identify and implement process improvements in financial management. Power BI experience.

· Part-qualified (or qualified by experience) accountant, ideally working towards ACMA, CIMA, ACCA, or ACA

The scope for this role is vast and we are looking for an ambitious and driven individual to join us at an exciting time for Mencap!

If you have the relevant skills and experiences we are looking for and this opportunity sounds like the perfect role for you, please apply with your up-to-date CV. Interviews are due to be held in w/c 21st July after the close date via Microsoft Teams.

Benefits

Here at Mencap, we offer an impressive range of benefits designed to support and reward our employees to ensure that our teams feel valued and appreciated.

Our benefits package offers 32 days of paid holiday (including bank holidays, pro rata), along with a range of perks such as discounts at leading high-street retailers, access to health cash plans, interest-free loans, and many more exciting offerings.

For more details on what we have to offer, please see the attached document outlining all the fantastic benefits available to you as a member of our team!

About Mencap

Our vision is for the UK to be the best place in the world for people with a learning disability to live happy and healthy lives.

We're here to support people with a learning disability, their families and their carers. We fight for a kinder, fairer and more inclusive society for people with a learning disability to live in.

At Mencap, everyone works with people with a learning disability either providing support or advice, or alongside one another as colleagues.

Belonging at Mencap is for everyone, every day, everywhere.

· Everyone is expected to treat people well and make Mencap an inclusive organisation.

· Every day we grow and learn. It’s okay to make mistakes but we learn from them and make changes

· Everywhere people will feel respected, valued, and safe to be themselves.

We have Belonging network groups that meet online and are open to all colleagues. The groups include people who identify as Black and Asian, LGBTQIA+, disabled or with a long- term health condition, women, parents and carers, and their allies.

We want to encourage everyone to apply to work at Mencap and we offer a variety of different contract types and working patterns. We’re not looking for specific experience. It is your personality and values that will make you a great colleague. We will train and develop you to succeed in the role you’re applying for.

Suicide is preventable. That’s why we are working to create a safer online world and to connect young people with the help and support they need to stay safe and well.

We’re Molly Rose Foundation, founded following the death of 14-year-old Molly Russell. At Molly’s inquest, a coroner ruled harmful online content contributed to her death. In her name, we’ve now got big plans to create change and save young lives.

We’re looking for a Head of Education and Support that can help us grow and deliver our vital mission. This is a rare chance to design and deliver an education and support programme from the bottom-up, and to build a compelling strategy that offers children, parents and professionals high-quality online safety, mental health and suicide prevention programmes.

You’ll be a proven leader, with the strategic nous to identify and deliver new education programmes from scratch, the deep sectoral knowledge to design and deliver a suite of new education resources, and the commercial insight to scale and build demand from scratch. 

As a member of our Leadership Team, your play a central role to help us grow and build our impact. You’ll help shape our outcome-focused strategy, with the standing and skills to communicate and build support for our message and purpose. You’ll thrive on the challenge of building our expanded education and support programme and be driven by the opportunity to deliver change that really counts.

We offer a competitive package that includes:

-27 days annual leave plus 1 volunteering day, rising to 30 days holiday after three years’ service;

-        Annual leave buyback scheme, with the option to purchase up to 5 additional days;

-        Employee pension scheme;

-£500 employee wellbeing budget;

-      35 hours per week - we actively welcome applications from a diverse range of applicants and              flexible working requests.

Applications close: Monday, 28th July 2025.

This is a brand new role with Action Duchenne, leading our new Fundraising and Communications team. This role is part of the Senior Leadership Team.

Applications close at 9am on Monday 21st July 2025, with interviews likely to take place in the weeks commencing 28th July and 4th August 2025. To apply, please click 'Apply', where you will be redirected to our application form.

Main Purpose of the Role:

To manage, lead and support the Fundraising and Communications Team to retain donors, increase income and provide clear direction for our communications. This role will involve supporting relationships with sponsors of Action Duchenne’s International Conference, developing and implementing the fundraising and communications strategy, and reviewing our case for support for our core work and projects.

Specific Tasks:

The focus areas and key deliverables of this role are as follows:

• Develop and deliver on a clear fundraising and communications strategy, with annual action plans and clear objectives and KPIs for team members.

• Understand and keep abreast of sector trends and compliance updates relating to fundraising and communications

• Develop and maintain oversight of all budgets, targets, forecasts and processes relating to fundraising and communications

• Co-ordinate the prioritising of income streams, including community, individual giving, corporate, legacy and trust and grants

• Research, identify, and where there is capacity, pursue income generation opportunities that match the objectives of Action Duchenne

• Ensure Action Duchenne is compliant with all applicable elements of the Fundraising Regulator’s Code of Fundraising Practice, law, and the Charity Commission relating to fundraising

• Research, identify and apply to Trusts and Foundations with a clear pipeline

• Prepare reports for Trustees either for the full Board, or where required, to sub committees, which will include fundraising and communications progress against objectives.

• With a team keen to learn, provide leadership and hands on support to ensure objectives are achieved

• Undertake a review of all Communications materials, including social media and website

• Lead by example across the team and organisation

• Be part of, and therefore contribute towards and prepare for Senior Leadership Team meetings

• Identify existing or potential events to develop relationships with funders, including Action Duchenne’s annual international conference

• Feed in to the development of the international conference, led by the Head of Operations & Events

• Work with staff across the organisation to ensure all elements of work are collaborative, specifically when submitting funding bids or developing the annual international conference

• To maintain the contact database, keeping it up to date and accurate

• Continue to invest in professional development in yourself and your team, including safeguarding

• Identify opportunities, alongside the team, for cross team working - including residentials; family events; Science Educations workshops with regional meetups and education visits to schools and local authorities.

• Obtain, decipher and provide training to the Support Team on new updates relevant to Duchenne families, such as DLA, EHCP and more.

• Work closely with your team, to ensure that each family receives the best support possible, and that long-term support is provided.

• Lead on the development and delivery of monthly reporting of engagement and support contact, which will feed into the wider All Through Support journey. 

• To work with the Head of Operations and Events to contribute to Agenda topics and speakers from the community; assign roles for the conference to the Support Team.

• Establish a database for external stakeholders also supporting those living with Duchenne on a national basis, fed in to from the Support Team.

• To develop a triaging and caseload process for the Support Team, and how best to regularly monitor this.

• Be involved in the recruitment, selection, and induction of volunteers appropriate to your area of work. 

• Coordinate cover for the Support Team when there is sickness or leave.

Further details can be found on the person specification attached.
Action Duchenne is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates with relevant lived experiences and those from under-represented groups to apply.

Financial Modelling Analyst | £50,000 - £55,000 | 12-month FTC | Fully Remote

For the UKs largest not-for-profit social enterprise in the employment and social mobility sector, we are recruiting a Financial Modeller / Analyst on a 12-month contract which could go permanent. Working closely with the finance business partners and commercial operations teams, this role will develop models to review commercial bids and acquisitions and provide insight to senior leaders on value drivers to inform decision making around bidding strategy and financial planning. This role will suite someone with first-rate commercial tendering, bidding, financial modelling, and Excel skills and a strong relationship builder from either the commercial or social enterprise sector. CFA or CIMA qualifications are preferred. Please note, this is a fully remote role but applicants need to be UK-based.

Main Duties:

• Deliver financial and commercial analytics, and modelling, focusing on new business development, bidding and tendering
• Implement best practices in modelling and business development processes across the group
• Utilise modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
• Summarise and present complex opportunities and risks for senior management decision-making
• Build and maintain strong relationships across finance, operations, and business development teams
• Support wider team in annual budgeting and long-term forecasting
• Support the Senior Financial Planning Analyst and business leaders in developing and implementing strategy

Person Specification:

• CFA is preferred, but would consider CIMA or ACCA qualified too
• Finance background or degree, or FMVA, BIDA Financial Modeller / Data Analyst
• Experience with modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
• Experience of working in a commercial bids, deals, or transactions environment
• Strong technical financial modelling and due diligence within professional services
• Financial modelling of large-scale contracts, pricing schedules, and business cases
• Forward financial planning, costing and option / investment appraisals
• FP&A, budgeting, and forecasting experience
• Advanced Excel, ideally VBA

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

We’re looking for a confident and well-organised fundraiser to help manage and grow our corporate partnerships. You’ll develop relationships with existing and new business supporters, deliver engaging communications, and support the growth of income from companies, all while helping to protect butterflies, moths and the environment we all depend on.

Job Purpose
• Managing and growing relationships with existing corporate donors
• Identifying and developing new corporate support
• Providing an outstanding supporter experience for our corporate supporters

Main Responsibilities
1. To directly manage a portfolio of corporate supporters, ensuring excellent stewardship and customer experience in order to meet agreed income targets and KPIs and maximise income for BC.

2. Develop and prepare tailored cases for support, proposals, reports and bespoke updates and communications to donors.

3. Identify, nurture, develop and manage new and existing corporate supporters including producing and communicating inspiring funding opportunities aimed at specific organisations.

4. Negotiate and deliver partnership agreements ensuring delivery against agreed targets and a good return on investment for the charity.

5. Monitor income targets and activities for Trading and Corporate fundraising including reporting to the BC Trading Company Board.

6. In conjunction with the Digital Manager, manage BC’s website shop portals and commercial partnerships to ensure a good level of royalties, proactive marketing, and supply of ethically sourced and sustainable goods.

7. Liaise with Communications and PR Team to ensure effective promotion of corporate and business agreements and timely reporting back on campaigns.

8. Update and maintain records of all business and corporate approaches, communications and agreements on the CRM and appropriate files.

9. Advise Branch volunteers where they seek to establish business support for their activities.

10. Where required, develop and/or follow policies and procedures on due diligence, data management, account management, stewardship, and reporting.