Senior finance officer jobs in barnet, wrexham principal area

Join Operation Smile UK as our new Communications & Content Officer, where you’ll craft powerful stories that elevate our mission, spark fundraising, and shape our brand across digital and print channels. If you’re passionate about storytelling, campaign coordination, and making a real difference, we'd love to hear from you.

Job Purpose

The Communications and Content Officer supports the delivery of engaging and effective communications across Operation Smile UK’s channels. The postholder will create and coordinate content that raises awareness, supports fundraising, and strengthens the organisation’s profile in the UK.

Key Responsibilities

Content creation and content management

• Working with the Senior Communications Manager, research, draft, and edit compelling content for the UK website, newsletters, and print materials.
• Support the reimagining of existing content to ensure messaging is fresh, relevant, and audience-led.
• Collate and maintain a library of case studies, stories, and assets for use across teams.
• Ensure brand voice and tone are consistently applied across all communications.

Digital and organic social media

• Develop and maintain a social media content calendar which supports our Communications Strategy and liaise with our Social Media Freelancer to plan and approve posts.
• Contribute to the delivery of multi-channel campaigns, liaising with internal stakeholders and suppliers to create assets and meet deadlines.
• Assist with monitoring and reporting on content performance, identifying opportunities for growth and engagement.

Campaign coordination

• Support the planning and scheduling of communications campaigns like World Smile Day and advertising events like our annual carols concert.
• Manage feedback processes to ensure the timely delivery of content and materials.
• Act as the first point of contact for all content requests from across the organisation.

Administration and finance

• Collate quotes for expenditure and liaise with suppliers as required.
• Track invoices, ensuring coding is accurate and amounts match agreed quotes.
• Maintain organised systems for content workflows, approvals, and campaign schedules.

Monitoring and evaluation

• Gather engagement and performance metrics from all channels.
• Provide regular reports to the Senior Communications Manager.
• Suggest improvements to optimise performance and impact.

Recruitment

We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

About Vision Action

Vision Action, formally Vision Aid Overseas, is a UK-based charity, with a focus on fighting poverty by transforming access to eye care services in lower- and middle-income countries in Africa. The charity was established in 1985. Our work focuses on the development of services for uncorrected refractive error and primary eye health. Uncorrected refractive error is the world’s leading cause of avoidable visual impairment, with an estimated 670 million people affected worldwide. We develop programmes that integrate training, primary eye care, school eye health and facility developments into national and regional eye care plans, seeking always to be responsive to local need. In this way, we help children to learn and adults to earn so that they can provide for their families. Currently, the organisation has programmes operating in Ethiopia, Ghana, Zambia, and Sierra Leone.

We need great people to help us on this journey. You do not need to have a public health, eye care or charity sector background to work with us. We need our people to be self-starters, innovators and able to get on and work with people from diverse cultures and backgrounds.

Job Purpose

Vision Action seeks a highly dynamic individual for a one-year fixed-term contract, with the possibility of an extension. The position is part of the management team, and the post holder will be expected to lead on the financial accounting, management accounting, and budgeting for the organisation as well as taking forward some strategic finance and operations projects as we expand our programmes in existing countries. The individual will also be expected to support the Co-CEOs with administrative, compliance and IT related tasks.

The position holder is required to comply with all of Vision Action’s policies and procedures, including Vision Action’s Safeguarding policy.

The successful applicant must have the right to work in the UK.

Functions / Key Responsibilities:

1. Finance

• Maintain a strong control environment, ensuring accounting records are complete and accurate.

Financial accounting

• Prepare annual statutory accounts in accordance with SORP 2015.
• Prepare for the annual external audit and host auditors ensuring the audit process runs smoothly. This includes supporting Vision Action’s country offices in hosting their respective audits.
• Ensure annual statutory accounts are finalised and submitted to Companies House and the Charity Commission by the appropriate deadlines.

Management accounting

• Coordinate the month-end process with the Finance Officer (UK) and Programme Finance Lead, and review transaction postings.
• Prepare monthly management accounts with cash flow forecasts, modifying the format as needed to suit the preferences of senior management and the Board of Trustees.
• Prepare the annual organisational budget and mid-year reforecast.
• Improve existing budget templates to enable straightforward and transparent budgeting for donors.

Support to country offices

• Collaborate with the Programme Finance Lead on a monthly basis to reconcile intercompany accounts, ensuring that reconciling items are cleared promptly.
• Support country office teams in fulfilling any reporting and financial compliance requirements.
• Conduct internal process reviews (internal audits) of country offices where required.
• Review the bi-weekly payment runs for the UK office and the monthly country office fund requests, ensuring cash flow planning is in place for these payments.
• Ensure asset registers are maintained appropriately.

2. Administration

• Support staff in conducting procurement in line with Vision Action’s procurement policy.
• Assist with preparation for quarterly Board meetings.
• Support office management tasks.

3. Other

• Review and develop existing policies and procedures (e.g. the Finance Manual).
• Conduct staff training on relevant policies and procedures.
• Any other task reasonably requested by your line manager.

Person Specification

Competencies
Essential

• Delivering Results: Dynamic self-starter able to work independently within a small entrepreneurial team.
• Process improvements: Continual review financial processes and identifying areas for improvement.
• Time Management: Ability to work under pressure and meet tight deadlines.
• Collaborative: Able to work closely within a small team in the UK and overseas.
• Cultural Sensitivity: Adaptable and sensitive to working patterns and styles in diverse cultural contexts.
• Accuracy: Excellent attention to detail and a high level of accuracy.
• Leadership and Management: Lead by example and support colleagues.

Qualifications and experience
Essential

• CCAB fully qualified accountant or finalist, proficient at using MS Office (Advanced Excel)
• Minimum of 5 years’ relevant experience in a finance role.
• Preparation of financial accounts.
• Preparation of financial information for senior leadership.
• Preparation of information for and hosting of external auditors.
• Organisational budgeting.
• Budgeting for and reporting to donors.
• Setting up reporting systems to ensure accurate and transparent financial reporting to donors.
• Establishing financial controls and systems.
• Using accounting packages.
• Fluency in spoken and written English.
• Right to work in the UK.

Desirable

• Experience of working in an international charity.
• Preparing charity accounts in accordance with SORP 2015.
• Preparing financial information for Board members.
• Involvement in a financial systems upgrade.
• Conducting internal audits.
• Using QuickBooks.
• Experience of working in international development.

This is a fixed-term appointment for 12 months to provide cover while the current postholder is seconded to another role within LSE.

The London School of Economics and Political Science (LSE) is one of the foremost social science universities in the world. Based in the heart of London with a global reach, we develop the people and ideas that shape the world. The Philanthropy and Global Engagement Division (PAGE) is integral to LSE’s capacity to realise our strategic direction through engaging with alumni and friends, staff and students, volunteers, organisations, and the wider community to increase philanthropic income for agreed School priorities. This is an exciting opportunity to contribute to the continued success of LSE’s ambitious Shaping the World Campaign, which aims to raise £750m and secure 300,000 volunteering hours by 2030.

The Senior Fundraising Support & Services Manager will lead a team of two Fundraising Support Executives, providing pre-award support to income-generating teams in the UK, USA and internationally. The postholder will oversee the structuring, costing, and management of proposals and funding agreements, lead pledge administration and philanthropic scholarship processes, and improve operational processes. They will also represent the team on LSE’s CRM replacement project, ensuring that system design and implementation meets operational and compliance needs.

The successful candidate will have:

· Experience leading fundraising or advancement operations within higher education, not-for-profit, or a comparable complex organisation.

· Thorough knowledge of UK and international fundraising practices, including tax-efficient giving.

· Strong leadership skills with experience managing and developing staff, and the ability to resolve complex problems and make autonomous decisions.

· Excellent communication, influencing, and negotiation skills, with the ability to convey technical information clearly and work effectively with a wide range of stakeholders.

We offer an occupational pension scheme, generous annual leave, hybrid working, and excellent training and development opportunities.

For further information about the post, please see the how to apply document, job description and the person specification.

To apply for this post, please click the apply button. If you have any technical queries with applying on the online system, please use the “contact us” links at the bottom of the LSE Jobs page.

The closing date for receipt of applications is Sunday, 14 September 2025 (23.59 UK time). Regrettably, we are unable to accept any late applications.

Interviews are anticipated to take place in person during w/c 22 September 2025.

This new role will focus on driving business development and fundraising opportunities, and ensuring robust contract administration across METRO's HIV services. Reporting to the Head of HIV or Director of Services, the Senior Manager (HIV Services): Business Development and Team Coordination plays a vital role in strengthening the sustainability and effectiveness of METRO's HIV services.

The post holder will support the development of funding proposals and bids, build and maintain relationships with funders, commissioners, and partners, and contribute to fundraising activity to secure the future of HIV services. Alongside this, the post holder will provide hands-on support to the team with contract management, producing high-quality data-led reports, monitoring outcomes, and ensuring compliance with funder requirements.

This role acts as a bridge between delivery teams and METRO's leadership, being part of its Senior Management Team (SMT), and enabling services to thrive by ensuring contracts are well-managed, reports are accurate and timely, and opportunities for growth and sustainability are actively pursued.

Programme

METRO runs various HIV prevention and support services across London and the Southeast. These services include pan London and local HIV prevention services, HIV support services including advice and advocacy and family support, HIV peer mentoring and counselling services. Many of these services are delivered in partnership with agencies such as the GMIPartnership consisting of Spectra, Positive East, and our collaborations with THT, Positively UK and Africa Advocacy Foundation. Our services are also embedded in other sexual health partnerships, such as the SASH programme, which consists of our partnerships with Turning Point, London Friend and Naz. We also work with several NHS Trusts as part of our work with the London HIV Fast Track Cities programme and wider programmes.

WCCM seeks to appoint an experienced, creative, and highly motivated Grant and Major Donor Fundraising Manager to lead fundraising and grant management across a global organisation dedicated to the teaching of Christian Meditation. Working to the Executive Director, you will interact with our decentralised finance, marketing and communications staff and volunteers.  Together, you will nurture Major Donor relationships and create and manage appropriate donor stewardship schemes and rationalise our income streams. You’ll ensure grant reporting and management is kept on track whilst developing targeted proposals for new funding from sympathetic donors in the arena of Trusts and foundations.  You will work to support both our teaching and resourcing of meditation and the running of our retreat centre in Bonnevaux, near Poitiers in France. An excellent writer with excellent financial and budgeting skills, you will be adept at pulling together relevant, succinct and compelling information for our donor reports and bids. You’ll work with communications staff to develop impactful donor communications which enhance our accountability and inspire renewed major donations.  You will have a demonstrable track record in winning grants as well as in the stewardship of major donors.  Occasional trips to France. Interest in Christian Meditation/Spirituality an advantage.

At our charity, we believe in the transformative power of holidays – especially for families facing some of life's toughest challenges. 

Behind every joyful moment we create is a team of dedicated professionals ensuring our operations are financially sound and strategically aligned. As we grow, we’re looking for a Financial Controller who shares our values and wants to make a meaningful impact through financial leadership.

As Financial Controller, you will lead the charity’s financial operations, ensuring compliance, transparency, and strategic alignment. You’ll work closely with the CEO, Treasurer, trustees, and external providers to deliver robust financial reporting, effective treasury management, and support decision-making across the organisation.  As we’re a small organisation, there’ll also be times when you’ll need to support the day-to-day running of our financial operations directly.

Role tasks and responsibilities

• Lead budgeting, forecasting, and management accounting.
• Oversee income and expenditure tracking, including restricted/unrestricted funds.
• Manage cash flow to meet organisational requirements.
• Monthly presentation of financial management reports.
• Oversee management of the charity’s investments.
• Manage financial systems (e.g., Sage) and outsourced providers, including pension and payroll operators.
• Ensure appropriate schedules of financial delegation are in place/observed.
• Manage bank accounts, ensuring effective relationships with financial institutions.
• Ensure compliance with charity accounting regulations and funder requirements.
• Support funding applications with financial insights.
• Lead year-end accounts and audit preparation, working with auditors on the production of statutory accounts.
• Develop internal controls and financial policies.
• Support external partnerships working in line with strategic goals.
• Oversee procurement processes, ensuring value for money from providers.
• Step in and support day-to-day financial operations such as Sage and Salesforce recording and analysis as and when required.
• Identify financial opportunities and risks and how these impact on the strategic plan.
• Manage and support the work of the Finance and Resourcing Officer

We work in a hybrid way - but have no fixed weekly office days! Find out more about what this means - and more about who we are and what we do, as well as our expecations of the role via the job pack. 

Since becoming a charity focused solely on campaigning in 2019, Age UK London has adopted and implemented a new strategy. We have agreed campaign priorities; successfully changed policy at a London-wide and borough level; and adapted our finance, HR and IT systems to better support a campaigning charity.

The Board is looking for a new CEO to lead the charity through the next phase of its development, creating a new strategy to guide its campaigning work making London a better city for older people and to develop a sustainable income stream.

Reports to: the Board

Key duties and responsibilities

· In conjunction with the board, lead the creation of a new strategy for the charity and develop and implement appropriate business and financial plans, with clear objectives and outcomes and to operationalise the strategy, ensuring all activities are aligned to achieve the strategy. 

· Develop and implement a new income generation strategy, including building relationships with funders, and strengthening and growing our individual giving programme to put the charity on the path to becoming financially self-sustaining.

· Work with the Campaigns Manager to continue the delivery of high quality campaigns to make London a better city for older people and position Age UK London; and ensure campaigns are grounded in evidence and the views and experiences of older Londoners.  

• Ensure that the Charity maintains relationships with all appropriate external stakeholders so that our campaigns are successful and the voices of older Londoners are heard in decision making, and to oversee the delivery of our external communications plan.
• Have overall responsibility for the lawful and efficient operation of the Charity including overseeing our outsourced finance function, governance; regulatory reporting; legal and regulatory compliance; HR, premises, insurances, IT and all other operational matters. 
• Maintain our relationships with local London Age UKs via our existing networks and regional structures.
• Ensure appropriate reporting to the board with necessary analysis, (risk/benefits/resources) clearly presented to allow the board to discharge its governance function.
• Line management of the Campaigns Manager and Marketing & Communications Officer.

Person specification

Experience

Essential 

• Experience managing the operational  and financial aspects of a small charity.
• Proven ability to build relationships with funders and secure grant income linked to campaigning activity.
• Practical senior level experience in campaigning to make sustainable change.
• Some experience of working directly with trustees is needed but this does not have to be as a CEO.

Desirable

• Experience acting as the “public face” of a campaigning organisation interfacing with the media, politicians and other stakeholders.
• Experience in the age sector.

Personal Qualities

• Strong analytical skills and commitment to evidence-based activity.
• Ability to lead and motivate teams that work together to produce clearly identified outcomes.
• Collaborative and committed to co-production, working in partnership with other members of the Age UK network and other older peoples’ organisations;
• Focussed on clear reporting, transparency and open, effective communication with the Board and with other internal and external stakeholders

The work we do at Money and Mental Health has a real impact for people with mental health problems. As a core part of our charity, the Mental Health Accessible (MHA) team is on a mission to make everyday essential services – like banking, energy, water and telecoms – genuinely accessible for people experiencing mental health problems.

We do this by working directly with firms – and we’ve worked with leading providers from across essential sectors, including Lloyds Banking Group, HSBC UK, Nationwide, Co-operative Bank and Ovo. 

Whether it's a full MHA accreditation, or bespoke consultancy on inclusive service design, reviewing customer communications or amplifying the voices of people with lived experience within processes, every part of what we do drives real, systemic change.

We’re looking for a proactive, passionate and detail-oriented Strategic Partnerships Officer to support the growth and delivery of our consultancy work, within the Mental Health Accessible programme. This role is ideal for someone looking to build an impact-driven career in consultancy, project management or partnerships, with hands-on involvement across business development and client relationship management.

If you're passionate about mental health, social justice and using evidence to improve lives, we’d love to hear from you.

Key tasks in the role will include: 

• Project management & delivery: Assist in coordinating client-facing consultancy projects, ensuring clear timelines, responsibilities and smooth cross-functional collaboration.

• Business development: Support new business pipeline growth, help draft pitches, conduct outreach and build relationships with potential and existing clients.

• Copywriting & communications: Draft, edit and proofread consultancy outputs, proposals and social media content to ensure clear and accurate messaging.

• Meeting & record management: Organise internal and client meetings, maintain accurate documentation including agendas, notes and follow-ups.

• Reporting & analysis: Contribute to internal reporting on business development and financial forecasts, tracking metrics and targets.

• Administrative & organisational support: Assist senior leaders and other teams within the charity to deliver our programme of research and consultancy work.

Location: We welcome applicants from across the UK. We are based in east London, with London colleagues working from the office twice a week. This post can be offered to non-London applicants, with twice monthly travel to our London office. The salary is the same for both London-based and non-London based applicants, who are expected to fund their own travel costs to the office. The office is wheelchair accessible, with accessible lifts, toilets and showers.

Hours: This role is offered as a full-time position (37.5 hours per week) or part-time (minimum 30 hours over 4 days a week). The charity has a flexible working policy with core hours of 10am - 3pm and remaining contracted hours distributed throughout the week flexibly. 

Interim Director of Finance & Operations (Environmental Charity, Home based in England)

Contract: Interim circa £500 a day ltd company, or £75k per annum PAYE , 4-day week, approximately 9-month assignment. Weekly travel to London.

The Opportunity

An exceptional interim Director of Finance & Operations (DFO) is sought to join at a pivotal moment in this organisation’s journey.

Operating in a challenging financial context, with a deficit budgeted for the current financial year following a major change programme, the incoming DFO will play a critical role in restoring financial stability, strengthening governance, and ensuring robust infrastructure across finance, IT, facilities and compliance.

Key Responsibilities

• Provide effective leadership of Finance, IT, Governance and Facilities, ensuring development and implementation of strategies and effective practices across all operational areas.
• Drive financial recovery and sustainability: deliver robust financial planning, budgeting, reporting and control processes, while providing clear and strategic advice to the Board and Executive Director.
• Lead on governance, including regulatory compliance, Board reporting, and supporting a review of the organisation’s dual legal structure (limited company and charitable trust).
• Oversee people management within the Finance team, ensuring high performance, effective development, and clear leadership through a period of significant change.

The Candidate

• Professional accountancy qualification and significant leadership experience at Director level, ideally including the charity sector.
• A strong track record of restoring financial stability and leading organisations through periods of financial and cultural change.
• Experience of managing governance, compliance, IT and central services.
• Excellent judgement, interpersonal and influencing skills, with the ability to handle sensitive and complex issues (e.g. disciplinary/capability cases, compliance matters, decision-making in ambiguity).

For further information and to apply for this exciting interim opportunity, please contact Syed at Civitas Charity Recruitment.

Are you eager to make a difference in health and care but don’t know how to get started? Do you want to learn how policy is made, how senior leaders are influenced, and how research drives change?

We’re looking for a Policy and Research Intern to join our Policy and Influence team for nine months. This is a unique chance to take your first step on the policy career ladder – no prior policy experience required.

In this role, you’ll be right at the centre of our work with senior nursing and midwifery leaders. Yes, you’ll support the team with essential admin and communications, but this internship is about so much more than that. You’ll help deliver high-profile events like webinars and roundtables, track and report on member benefits, and contribute to live policy and research projects that shape the future of the NHS and wider system.

We don’t expect you to arrive knowing it all. What matters is your enthusiasm for FNF’s mission, your willingness to learn, and your drive to get stuck in. In return, you’ll gain hands-on experience, work alongside senior stakeholders, and build the skills and confidence to take the next step in your career.

What we’re looking for:

• A genuine interest in health policy and influencing
• Strong organisational and communication skills
• Someone proactive, flexible, and ready to muck in
• A team player who wants to learn and grow
• Demonstrable evidence of how you have lived FNF’s values

This is a nine-month paid internship (at the National Living Wage), with plenty of flexibility and hybrid working. You can join us part-time (three days a week) or full-time — whichever works best for you.

If you’re ready to roll up your sleeves, learn by doing, and kick start your career in health policy and influencing, we’d love to hear from you. You’ll be part of a dynamic, ambitious team that’s making a real difference — and excited to have you on the journey with us.

Executive Director (4 Day Work Week)

For over 30 years, The Women's Budget Group (WBG) has influenced UK policy through rigorous gendered economic analysis. Our work is cited in Parliament, the media, and by campaigners across civil society. We’re proud of our collaborative culture, our commitment to intersectional feminism, and our track record of impact—from budget assessments to grassroots training.

We are now seeking a visionary Executive Director to lead our nationally respected feminist economics organisation into its next chapter. If you're passionate about social justice, thrive at the intersection of research, policy and activism, and want to reshape how the economy works—and for whom, we would love to hear from you.

As Executive Director, you will:

• Lead strategy and organisational development with integrity and care
• Interpret macro-economic concepts to develop, articulate and defend advocacy positions. (Independently and alongside subject matter experts.)
• Represent WBG to senior stakeholders across government, media, and civil society
• Oversee research, communications, training, and impact measurement
• Drive fundraising and ensure financial sustainability
• Foster a high-performing, inclusive team culture

We are seeking a strategic thinker with vision and drive who holds a collaborative, inclusive and empowering leadership style. You will be able to demonstrate high integrity, resilience and adaptability, and perform comfortably in ambiguity and complexity. Seeing beyond immediate outputs towards longer-term systems change.

You will:

• Be committed to women’s rights and equality, understanding how intersecting inequalities affect different women
• Hold recent, demonstrable experience engaging with macroeconomic issues
• Possess either some qualification in Economics, or clear evidence of equivalent professional expertise.
• Hold experience in a senior leadership policy, research, advocacy, or campaigning role
• Thrive in communicating an organisation's mission across all mediums, including public speaking and live media interviews
• Excel in building trusted relationships with the likes of government, civil society, academia and grassroots movements
• Possess robust financial acumen, with experience overseeing budgets, ensuring sustainability, and cultivating and stewarding funding relationships

We welcome candidates from all backgrounds, especially those whose lived experience reflects the structural inequalities we seek to address. Job shares and flexible working arrangements are strongly encouraged.

How to apply

WBG is partnering with Doing Good Recruitment on this appointment. The full job pack can be found attached and also on their jobs page.

If you require any adjustments to the recruitment process, please do let them know; we’re committed to making this process inclusive and accessible.

To help us monitor how we’re doing and identify any barriers in our recruitment process, we invite all applicants to complete the Equal Opportunities Monitoring form found on Doing Good Recruitment’s application page.

Interviews commence late September/early October

JOB DESCRIPTION

Department/Service:

The finance department is responsible for the overall financial management and administration of the 4million turnover at GSU. The department plays a crucial role in ensuring compliance with statutory regulations, including HMRC, Charities Commission, Companies House, and pensions. This includes supporting our annual external financial audit.

The finance team act as Business Partners to the rest of the organisation ensuring they understand financial processes to aid effective working. The team also work alongside our external payroll provider and our external digital system provider to ensure smooth and effective working.

Job Purpose:

Provide a professional, accurate, and timely accounting service in respect to all management and statutory reporting. Collaborate with internal stakeholders and external support services to enhance the effectiveness and efficiency of the Finance department, ensuring excellence in service delivery.

Reports to:

• Currently reporting to the CEO whilst the senior management role in the Finance Department is under review. The senior management post is currently vacant.

Responsible for:

• Supporting, managing, supervising, and developing one Finance Coordinator and one Finance Assistant.
• Temporary Interns and/or student staff supporting the Finance team as required

Duties and Key Responsibilities

1. Management and Statutory Reporting:

• Prepare accurate management accounts on a timely basis each month.
• Reconcile all balance sheet accounts monthly, including accruals and prepayments.
• Prepare and submit statutory reports, including VAT Returns, Companies House, and Charities Commission Annual Returns.
• Support the preparation of the annual accounts for the external financial audit and play an instrumental role during the audit process.
• Reconcile GSU bank accounts including PayPal online accounts weekly and monthly.
• Reconcile Commercial Income to Bank Accounts producing weekly sales and analysis reports.

2. Budgeting, Forecasting, and Cashflow Statements:

• Support in the preparation of the annual budget and reforecasts.
• Create forecast reports and statements as and when required.
• Produce monthly and annual cashflow and liquidity statements.

3. Business Partnering and Collaboration:

• Act as a business partner to all GSU staff members, providing financial insights and support to meet organisational goals.
• Work alongside external support services (e.g., payroll providers and digital finance systems) to ensure smooth operations and excellence in the Finance department.
• Collaborate with external auditors and other stakeholders to ensure compliance and effective financial management.

4. Managing and Supervisory Duties:

• Supervise and support the professional development of two GSU finance staff members.
• Foster a team culture that promotes accountability, continuous improvement, and collaboration.
• Oversee the responsibilities of Finance Coordinator and Finance Administrator and ensure their tasks align with departmental goals.
• Supervise and support interns and student staff as appropriate.

5. Digital Systems and Processes:

• Maintain efficient digital finance systems and processes to streamline financial operations (Twinfield, Ezora & Basecone for example).
• Ensure the accuracy and timeliness of digital records and reporting systems.
• Evaluate and improve digital tools and workflows to enhance departmental efficiency.

6. General Finance Department Duties:

• Oversee and assist with sales ledger, purchase ledger, and payroll functions as needed.
• Support the Finance Coordinator and Finance Assistant to issue and maintain records of purchase orders and associated invoices.
• Support the Finance Coordinator and Finance Assistant to maintain and post all petty cash transactions.
• Prepare ad hoc financial reports and information for the Senior Leadership Team (SLT), Trustee Board, and other stakeholders as required.
• Respond proactively to financial queries from GSU staff.
• Support the ongoing review and development of Finance department systems and procedures.
• Maintain customer-facing systems and ensure smooth operations for Finance department stakeholders.

7. External Audit and Compliance:

• Prepare schedules and reconciliations for the annual audit.
• Ensure compliance with regulatory requirements, including HMRC and Charities Commission guidelines.

General Responsibilities:

• Represent and be an ambassador for GSU.
• Be flexible and carry out other associated duties as may arise, develop, or be assigned in line with the broad remit of the position.
• Maintain and improve competencies through continuous professional development.
• Abide by organisational policies, codes of conduct, and practices.
• Support and promote liberation, diversity, and equality of opportunity in the workplace.
• Treat with confidentiality any personal, private, or sensitive information about individuals, organisations, clients, or staff and project data.
• Adhere to the Sustainability Policy and strive to reduce the organisation’s carbon footprint.
• Actively seek better ways to assist GSU in becoming a more sustainable workplace.

PERSON SPECIFICATION:

Experience:

• Experience in preparing management accounts budgets, forecasts, and cashflows.
• Experience in preparing and reconciling VAT returns.
• Experience in reconciling balance sheet control accounts including salaries
• Proficiency in using accounting software and digital finance systems.
• Previous experience working in a Finance department.
• Experience in customer service and promoting financial literacy.
• Experience in payroll processes.
• Familiarity with supporting and developing team members.

Skills and Abilities:

• Strong customer service focus and ability to build effective working relationships.
• Ability to engage, motivate, and support team members.
• Excellent communication skills (face-to-face, MS Teams, phone, and email).
• Strong analytical and troubleshooting abilities.
• Proficiency in IT tools for report writing, email, and database management.
• Excellent time management and organisational skills.
• High level of accuracy, attention to detail, and methodical working.

Knowledge:

• Regulatory requirements and best practices in accounting and finance.
• Knowledge of HMRC, Charities Act, SORP, VAT, PAYE, and pension compliance.

Education/Training:

• Part-qualified ACCA or a training towards a relevant professional accounting qualification.
• Relevant practical experience in accounting and finance.

Personal Attributes and Other Requirements:

• Hybrid or office-based work with the ability to travel to other campuses when needed.
• Flexibility to work evenings, weekends, or stay overnight as necessary.
• Strong team player with a flexible approach to work.
• Commitment to anti-discriminatory practice and equal opportunities.
• Awareness and application of diversity issues in all areas of work.
• Commitment to the values and ethos of the organisation

As Philanthropy Officer, you will be an organised and proactive fundraiser, adept at multi-tasking and working across a variety of projects to successfully support senior leaders. You will be keen to learn from senior fundraisers and implement exciting new approaches for the Sutton Trust, and bring strong organisational and interpersonal skills.

The philanthropy income team is a team of two, working closely with the Director of Development to secure and steward individual donors. As Philanthropy Officer, you will support both the Head of Philanthropy and Director of Development in their work with individual donors, including undertaking prospect research, writing briefings and compelling reports, coordinating meetings and donor visits, and maintaining accurate donor records.

The role sits in the Philanthropy team of the Development Department and is managed by the Head of Philanthropy. You will work closely with colleagues across both the Development Department and the wider organisation.

Main duties

New Business

• Undertake prospect research across the spectrum of philanthropic income in collaboration with the Head of Philanthropy - including identification, due diligence, qualification, and creating briefings and outreach plans
• Work with the Head of Philanthropy to identify and cultivate a prospect pool of potential donors, looking at lapsed supporters, current low-level donors, stakeholder network mapping through the Board and Trustees, as well as philanthropists with an active interest in education/social mobility
• Work with the Head of Philanthropy and other colleagues to implement, promote, and maintain a low-level online giving campaign, including transition of our online giving capabilities to the Trust's website, and automated stewardship activation
• Support the Head of Philanthropy to lead the Sutton Trust's approach to alumni fundraising - working collaboratively with the Alumni team in the Programmes directorate to develop and deliver a compelling alumni fundraising campaign
• Support the Head of Philanthropy to devise and implement a compelling legacy campaign, driving sustainable future philanthropic income
• Work with colleagues across the Development team to identify, qualify, cultivate and secure prospects, using resources effectively where there are links between corporates, individuals, and trusts & foundations

Stewardship and Cultivation

• Manage the Trust's online fundraising platforms, such as JustGiving and CAF, to enable smooth processes and a high-quality experience for donors, ensuring new and existing donors are appropriately thanked and have inclination to support in the future
• Be responsible for managing and growing a portfolio of mid-level donors, providing excellent relationship management from cultivation to stewardship
• Be responsible for elements of the planning and delivery of meaningful engagement events for supporters of the Trust, supported by and working with the Head of Philanthropy and relevant colleagues
• Support the Director of Development and Head of Philanthropy to provide high-quality stewardship and management of the Development Board and Fellows
• Support the Head of Philanthropy to develop and deliver appropriate and high-quality stewardship journeys for segmented philanthropic giving, including producing compelling collateral, reporting, and communications that increase affinity and loyalty
• Be accountable for achieving individual agreed income targets, looking for opportunities to grow philanthropic income
• Support the Director of Development and Head of Philanthropy to ensure all record keeping and administration relating to philanthropic income is maintained, up-to-date, and processed in accordance with GDPR and Sutton Trust policies and procedures

Fundraising, Finance and Reporting

• Respond to queries from prospective and current donors in a warm, professional and timely manner, delivering high-quality stewardship and upholding the reputation of the Trust
• Support the Director of Development and Heads in the Development team to manage logistics of their roles - including support for booking meetings and travel, submitting expenses, and creating briefings
• Act as an ambassador for the Trust with external audiences, delivering presentations and providing expertise as required
• Work with colleagues to deliver impactful events to cultivate prospects and steward partners, with a focus on experience for individual supporters and prospects
• Work with colleagues across Development and Finance to ensure accurate forecasting, income tracking, and reporting for philanthropic income
• Ensure you appropriately follow policies and procedures on due diligence, Salesforce and data management, account management, stewardship, and reporting
• Stay up to date with philanthropy fundraising best practice and keep abreast of developments and opportunities within the wider fundraising space
• Other duties as necessary from time to time

Person Specification

Skills and experience:

• Experience building and managing relationships with individuals, ideally in a philanthropy team or other fundraising capacity, or in sales or other relevant professional capacity.
• Experience researching and prioritising information to drive decisions. Evidence of researching qualifying individuals, ideally to create a clear and prioritised propsect pipeline, is not essential but will help you to stand out.
• Experience working with or supporting colleagues across an organisation to make successful asks or secure a specific outcome. Evidence of making financial asks, ideally to secure major donors and cultivate new donors, is not essential, but will help you to stand out.
• Experience managing multiple priorities and tasks to successfully achieve project or other goals
• Excellent verbal and written communication, including the ability to write persuasive and engaging materials, and to communicate effectively with the aim of inspiring and encouraging giving
• First-class interpersonal skills - a natural relationship builder able to represent the Sutton Trust with confidence in a range of settings
• Strong analytical skills
• Knowledge and experience of the education and/or not-for-profit sector (desirable)
• Experience working with membership groups such as alumni, giving circles, implementing online-giving schemes and supporting legacy campaigns (desirable)
• Knowledge of the UK fundraising environment, including trends in philanthropy and the different giving mechanisms utilised by individual donors (desirable)
• Experienced at using Salesforce or other fundraising CRM software to accurately record funding relationships (desirable)

Competencies:

• Sympathetic to the aims of the Trust and our mission to increase social mobility
• High degree of initiative and the ability to take responsibility for a range of philanthropy fundraising activity
• Strong communicator, skilled at persuading others through writing and conversation
• Excellent attention to detail
• Able to multi-task and prioritise multiple funder relationships
• Able to work independently and as part of a team

Other

• Is eligible to work in the UK

Terms of Appointment

• Contract: Full-time, permanent
• Salary: £31,775-£35,000 per annum
• Office location: The Sutton Trust, 9th Floor, Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Our home working policy gives staff the option to work from home for up to 60% of the time, with approval from their line manager.
• Hours: The standard working hours are 9am to 5pm, Monday to Friday. This role is likely to also be required to attend events / meetings outside of normal working hours during weekday evenings and occasionally at weekends, in line with organisational policies.
• A DBS check may be required

Interviews

Applications should reach us by 9am on Monday 15th September, with first round interviews on Tuesday 23rd September, and second round interviews on Tuesday 30th September. Both interview rounds will be held at our London offices.

Safeguarding statement

The Sutton Trust believes that a child, young person or vulnerable adult should never experience abuse of any kind. We all have a responsibility to promote the welfare of all children and young people and to keep them safe. Therefore all posts undergo a safer recruitment process, including but not limited to, disclosure of criminal records where necessary and eligibility to work in the UK. We have procedures in place to promote safeguarding and a safe culture at the Trust.

Contextual recruitment

The Trust is committed to ensuring equality of opportunity and that all applicants receive equal consideration for employment. We strongly encourage individuals from all backgrounds, including those underrepresented at present at the Trust, to apply for this role. As such we particularly welcome applications from people with disabilities, Black, Asian or Minority Ethnic backgrounds, LGBTQ+ and from different socio-economic and educational backgrounds. We are committed to being an inclusive and welcoming place to work and know that greater diversity will lead to even greater results for the young people we support.

We are committed to providing reasonable adjustments for disabled candidates throughout our recruitment process and during employment.

We also operate contextual recruitment at the Sutton Trust. Our application process gives you the option to include information about your background, such as whether you were eligible for free school meals, whether your parents went to university, or whether you attended a state school. For more examples and information on contextual recruitment, please see our website.

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