Senior financial planning and analysis manager jobs

Purpose of the role:

At NEON, we know that you can’t separate the external work of the organisation from the internal work. They are so interlinked and interdependent that they both have to be given priority and resources if we want to achieve high impact. We see them as inseparable. 

So the purpose of this role is to support NEON achieving its mission by ensuring the smooth running of NEON’s finance systems and processes. You’ll do this by delivering on the main financial tasks day-to-day, and support with finance projects aimed at improving NEON’s systems.

Key Responsibilities: 

1. Doing all of our day-to-day fundraising administration to keep us well-organised and compliant. This includes:

   1. Recording and monitoring fundraising data using our Fundraising Tracking Database

   2. Keeping all of our grant agreements, contracts and other relevant documentation well-organised on GDrive and elsewhere 

   3. Ensuring compliance with the financial requirements of the grant agreements, and updating and maintaining the grant payments schedule 

   4. Raising invoices on Xero in line with funder agreements - noting instalment dates and receipts

2. Preparing payroll each month, ensuring everything happens on time and coordinating with our payroll agency. (This may only be a temporary responsibility) 

3. Processing and reconciling payments. This includes:

   1. Reconciling bank receipts and chasing late payments

   2. Processing supplier invoices and payments

   3. Monitoring our team’s Pleo card expenses and posting on Slack to our team for authorisation

   4. Managing the subscriptions on Pleo cards (this is likely a temporary responsibility until our People & Ops Manager returns from sabbatical leave)

4. Preparing some financial reports and accounts. This includes accounts to trial balance, and ad hoc reports from Xero when our team have finance queries or need support

5. Supporting with finance projects which make our finance systems work more efficiently, simply and sustainably e.g. helping to update our budget spreadsheets and approach to budgeting, or moving to a new bank

6. Supporting the Head of Finance with budgets, financial planning and reports and any other ad hoc finance tasks

7. Being part of Ops Hub shared work and cross-organisational work and team days 

About you:

• You have experience dealing with people in different capacities, both internally and externally, on a day to day basis, and build strong working relationships

• You have solid finance experience and skill. For us that means:

  1. a minimum of three years work experience in a finance role, preferably within the charity/non profit sector. This means you have a good understanding of non-profit finance, including VAT and managing restricted and unrestricted funds

  2. a solid understanding of Accounts Payable (with BACs, invoicing, etc) and Receivable (invoicing and credit control) processes

  3. a Level 4 AAT, equivalent qualification or equivalent experience

  4. experience in control accounts reconciliation, and posting journals

• You know how to use accounting software and apps (e.g., Xero, Quickbooks, Sage) as well as Microsoft Excel or Google sheets

• You are proactive, well-organised and feel empowered to solve problems yourself when they come up (sometimes described as an “ownership mindset”), as well as balancing this with asking for help when you need it

• Excellence is important to you and it shows in your work. Whatever you do, you do it to a high standard

• You have strong organisational and time-management skills that are required to manage multiple tasks and deadlines. And you are comfortable moving between different paces of work - slower, more methodical work and quicker turnaround work

• You are a great communicator and you know that good communication is really important to the type of work you do - you’ll be happy to use our internal comms systems (Slack, Google Suite, Asana) to keep everyone in the loop on your work

• You’re willing to continuously learn and grow - you have growing levels of self-awareness and emotional intelligence, including around your own power and identity and how that means you relate to others. As a result, you’ll receive feedback from others well (and learn to give feedback well too)

• You are committed to NEON’s purpose of building the strength of movements for social, economic and environmental justice, and to learning how to align your actions with the values of NEON: solidarity; generosity and respect and our commitment to anti-oppression

Join Our Team as Head of Finance

Are you a qualified accountant with a passion for making a difference? Do you have a knack for financial analysis and strategic development? If so, we have an exciting opportunity for you!

About Us:
We are a dynamic organisation dedicated to supporting community projects, retail initiatives, and national fundraising efforts. Our mission is to create a positive impact through strategic financial management and exceptional customer service. We are always on the lookout for talented individuals who are passionate about bringing their skills to advance our work tackling poverty in all its forms. This is a great opportunity to work for a flexible employer committed to its staff. The St Vincent de Paul Society is accredited IIP at Silver level and is proud to be a Living Wage Employer.

Working Hours: You will be contracted to 37.5 hours per week, Mondays to Fridays
Location: St Vincent’s Store, Allenby House, Rees Way, Bradford, BD3 0DZ. There is the potential for hybrid working.
Contract: Permanent
Salary: Up to £55,000 per annum
Requirements: This role is subject to 2 satisfactory references

Benefits Package:

• 33 days holiday (pro rata) per year inclusive of bank holidays, increasing to 38 days (pro rata) with service
• Employee assistance programme
• Retail discounts
• An extra day off on your birthday
• Buy/sell holiday scheme
• Cycle to work scheme
• Free will writing
• 1x annual salary death in service benefit
• And lots more

 

Key Responsibilities:

• Strategic Financial Management: Oversee financial transactions for various projects, including retail, trading, and community support.
• Year-End Accounts: Lead the production and reporting of consolidated year-end accounts, ensuring compliance with legal obligations.
• Business Partnering: Collaborate with managers, budget holders, and the Director of Finance to provide financial insights and support.
• Internal Audits: Conduct internal audits and monitor financial activities to identify and report irregularities.
• Taxation and Compliance: Ensure VAT compliance, oversee Gift Aid schemes, and manage annual tax computations and returns.
• Payroll Oversight: Review monthly payrolls and ensure accurate processing.
• Fundraising Support: Partner with the Fundraising and Communications team to oversee financial aspects of fundraising initiatives.
• Financial Reporting: Prepare accurate, timely management information and provide strategic insights for decision-making.
• Support and Cover: Assist in the overall management of the finance function, helping to embed a high-performance culture. Provide support and cover for the Director of Finance as required.

Person Specification:

• Qualifications: CCAB recognised qualified accountant.
• Experience: Minimum 5 years in senior finance roles, with experience in complex organisational structures and the charity, voluntary, or retail sectors. Experience liaising with auditors, business advisers, and board members.

Skills:

• Advanced IT and data manipulation skills, particularly in Excel (SUMIFS, VLOOKUPS, Pivot Tables).
• Impeccable attention to detail and dedication to accuracy.
• Excellent written and verbal communication skills.
• Strong problem-solving and analytical abilities.
• Ability to work independently and manage multiple tasks effectively.
• Good organisational skills, including the ability to prioritise and allocate tasks to ensure deadlines are met.

Why Join Us?

• Impactful Work: Contribute to meaningful projects that make a difference in the community.
• Professional Growth: Opportunities for training, development, and career advancement.
• Collaborative Environment: Work with a supportive team of professionals dedicated to excellence.

If you are a proactive, detail-oriented financial expert looking to take the next step in your career, we would love to hear from you!

How to apply: If you have the relevant skills and experience to fulfil this role successfully, please click apply. If you require any adjustments throughout your journey with us, please let us know.

Closing date: 15th May 2025
Interviews: 20th May 2025

Whilst we ask that staff have a connection to Christian values, religion is not considered in recruitment as we value people of all faiths or none.

Previous candidates need not apply. Unfortunately, if you have not received a response within four weeks of your application, you have not been successful on this occasion. We encourage early applications as we may close the listing early once sufficient applicants have been received.

The St Vincent de Paul Society (SVP) was established in England and Wales in 1844 and is part of a large and thriving Christian voluntary movement dedicated to tackling poverty in all its forms by providing practical assistance to people in need in 153 countries. Our core value is one of service and we treat each person as a unique individual deserving of dignity and respect. Person-to-person contact is therefore at the heart of our work and spending time with people is our greatest gift. We offer non-judgemental support to anyone in need, regardless of faith, race, gender, sexual orientation, background, or circumstances.

Are you a highly experienced, driven and proactive finance & operations professional? Are you passionate about creativity and social impact? Would you like to join a multi-award-winning charity at a time of exceptional growth and impact? We would love to hear from you.

Create has just entered Year Five of its ambitious seven-year strategy to double its reach/impact by the charity’s 25th anniversary in 2028. As the charity progresses into this critical phase of development, we have been awarded a major (£320k) grant to support capacity building. This will enable the further implementation of Salesforce as the charity’s CRM, focusing on the project management and finance functions of operation, transforming efficiency and reducing administrative strain. This will be achieved by creating the position of Technical Project Lead to project manage and oversee implementation of Salesforce; increasing capacity in the finance team by appointing a Finance Manager; and implementing new cloud-based financial accounting software to work alongside Salesforce. This is an incredibly exciting time to join the charity and make your mark.

The Director of Finance & Operations will direct, administer and coordinate the financial, governance, HR, IT and operational activities of the charity in accordance with company policies and the Strategic Plan established by the Chief Executive (CE) and the Board of Trustees, and to assure the quality, effectiveness and efficiency of the planning, delivery and reporting of these activities.

Salary: £46,000-£51,000 per annum depending on experience.

How to apply

Download the application pack from our website which includes a full job description and person specification.

The deadline for applications is 9am on Wednesday 7 May 2025.

1st Interviews: Thursday 15 May at Create’s offices
2nd Interviews: Tuesday 20 May at Create’s offices

To apply, please send a completed application form with a short email providing a telephone number where you can be contacted in confidence.

Completed application forms should be returned to Create with the job title in the subject field).

Create is committed to a policy of equal opportunities embracing diversity in all areas of activity and welcomes applications from disabled people and people of all ethnicities.

No agencies / consultancies.

Are you a direct marketing specialist looking for the next move? Why not join our busy, marketing department in an exciting period of growth. We are the UK office of an international Catholic organisation supporting persecuted and suffering Christians worldwide.

Your demonstrable marketing experience will play a key part in the conception, content creation, production, administration and analysis of a busy programme of direct mail appeals, supporting ACN projects around the world. Reporting to the Head of Marketing, you will offer support and creative input to our acquisition, retention, reactivation and conversion programmes as well as collaborating with initiatives across the wider Fundraising and Marketing and Press and Public Affairs teams. Our energetic, creative and professional team look forward to working with someone who shares their drive to deliver increased income, wider reach and quantifiable impact.

This role would suit someone with direct mail experience, looking to grow their skills to be able to manage all aspects of our campaigns.

We're now The King's Trust. And we're still working for young people.

We've changed our name from The Prince's Trust to The King’s Trust. Rest assured, the support we offer young people remains the same. This change marks an exciting new chapter for us, and we hope you'll continue supporting us to transform young lives.

----------------------------------------------------------------------------------

Our Funding Management team are looking for someone who loves excel and has excellent attention to detail. (We have 2 x roles - a 12 month and a 6 month fixed-term contract)

This role is responsible for ensuring we maximise our restricted funds income in compliance with our funders requirements by allocating funding to grants, compiling and submitting claims and reports to Funders in a timely manner. Working effectively across the King's Trusts Delivery, Finance and Fundraising teams in a proactive manner.

The role is perfect for you if you have strong administration, reporting and time management skills along with experience of using CRM databases and excel.

Perks for working at The Trust! 

• Great holiday package! 30 days annual leave entitlement, plus bank holidays. Office closure on the days between Christmas and New Year 
• Flexible working! Where operationally possible, our roles require a combination of office days and working from home (please speak to the hiring manager about this particular role)
• You can volunteer for and/or attend events – The King's Trust Awards, Pride, active events etc. 
• In-house learning platform! Develop your skills for your career and your role 
• Benefits platform! Everything from health and financial well-being support to discounts on your favourite restaurants, shops and cinemas. 
• Personal development opportunities through our Networks – KT CAN (Cultural Awareness Network), KT GEN (Gender Equality Network), KT DAWN (Disability & Wellbeing Network), and PULSE (LGBTQIA+ Network). 
• Fantastic Family leave! Receive 13 weeks of full pay and 13 weeks of half pay for maternity and adoption leave. Receive 8 weeks of full pay for paternity leave. 
• Interest-free season ticket loans 
• The Trust will contribute 5% of your salary to the Trust Pension Scheme 
• Generous life assurance cover (4 x annual salary) 

Equal Opportunities 

Here at The King's Trust, we're committed to Equality, Diversity and Inclusion. We want to be an organisation that's representative of the communities we serve, which is why we strive for diversity of age, gender identity, sexual orientation, disability, race, religion and sex. Our goal is to create an environment where everyone, from any background, can be themselves and do the best work of their lives. 

We are looking for people that can bring different perspectives and experiences and especially welcome applications from those who are underrepresented in our organisation and sector, such as candidates from Black, Asian and Minority Ethnic backgrounds.  

We’re a Stonewall Top 100 Employer and we are an employer that is Disability Confident. Our staff, volunteers and young people are supported by KT CAN (our Cultural Awareness Network), KT GEN (Gender Equality Network), KT DAWN (Disability & Wellbeing Network) and PULSE (LGBTQIA+ Network). 

Safeguarding 

The King's Trust is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. As part of this commitment, we undertake basic disclosure checks in accordance with the Codes of Practice for all roles within the Trust, and for our roles working directly with young people, at an enhanced level. Having a criminal record will not automatically exclude applicants. 

The Head of Finance will primarily have responsibility for planning, implementing, managing and controlling all financial-related activities. You will have direct responsibility for the finance function. 

The role will also be responsible for partner relationships with external accountants and auditors.

The successful candidate will be joining Eikon at an exciting time as the organisation builds innovative ways to deliver services to young people, including strengthening the evidence to influence increased strategic investment in preventative and early support for children, young people and the adults around them. You’ll be a crucial part of the leadership team, contributing to the vision and strategy of the whole organisation, and ensuring the organisation is in control of its current and future financial position and strategy to achieve Eikon’s vision.

To succeed in this role, you will need to manage competing priorities and build effective relationships with senior level colleagues and teams, the Finance Trustee and the Board of Trustees.

You will ensure systems, internal controls and financial management are in place to meet Eikon’s financial, contractual, statutory and legal responsibilities.

 

Responsibilities

Day to day financial management of the organisation, including:

· Ensuring the delivery of monthly management accounts

· Building and maintaining the systems for setting and managing annual financial organisational plans, budgets and quarterly forecasts

· Proactively manage the income and expenditure of the charity advising the management team on income shortfalls and overspends on expenditure relating to unrestricted and restricted funding

· Oversee and manage the charity’s finance operations including expenses, invoicing, payments and cash management

· Developing greater financial literacy across the organisation by building and maintaining accessible and clear systems and processes, and providing advice to budget holders

· Reporting to the Eikon Leadership and Management Teams, Audit and Finance Committee and the Board of Trustees

· Support and review of funding applications, commercial arrangements and contractual performance

 

Leadership Across The Charity

· Contribute to Eikon’s overall vision and strategy through membership of the Senior Leadership Team

· Contribute to monitoring the performance of the charity against its key objectives and to any corrective action that is needed

· Working with the CEO, Senior Leadership Team, the Finance Trustee, develop and implement the financial strategies that enable the successful delivery of the organisational vision and strategy

· Provide insightful financial analysis to inform key decision-making on growth opportunities, ensuring a balance between risk management and sustainable organisational expansion

· Develop appropriate process and systems improvements across the organisation that enable performance enhancements of the finance function

 

Maintain effective internal accounts and leading on statutory reporting and annual audit, including:

· Ensuring financial procedures and delegated authorities are fit for purpose, adhered to and up to date

· Ensure compliance with applicable legislation and regulatory guidance for financial and tax reporting

· Ensure compliance of all statutory requirements and accounting in accordance with the Statement of Recommended Practice (SORP) and the Companies Act

· Lead on the preparation of the Annual Statutory Financial Statements, liaise with auditors and ensure accounts are filed on time with the Charity Commission and Companies House

 

Reporting to: Events Manager

Location:Hybrid. Home working with 40% of contracted hours at our office in Welwyn Garden City

Contract:Full-time; 37.5 hours per week

The Willow Major Events Team hosts a range of events to engage Willow’s key supporters. These range in large-scale events such as the Willow Ball and London Football Awards, to smaller more intimate events such as Golf and Shoot Days.

Job purpose

• This role will support the delivery of Willow’s programme of Major Events, as well as supporting third party events, ensuring that these promote and present Willow in a professional and compelling manner, maximising opportunities for donor cultivation, fundraising and maximising income generation.
• To work with the Events Manager on delivering events to an exceptional standard.
• To lead on auction procurement and fulfilment to maximise fundraising revenue.

Key responsibilities

Core Events

• To support the events strategy through delivery of high-quality events, designed to attract current and new supporters.
• To support the Events Fundraising Manager in ensuring that each event plan is actioned in a timely and efficient manner, as well as working with external suppliers, ensuring all suppliers work to agreed terms and conditions
• To assist in the research, development and planning of potential new event opportunities, ensuring that the events programme evolves in response to new fundraising requirements, opportunities and sector trends.
• With support from Event Manager, lead on events within the portfolio, working with key stakeholders and suppliers, ensuring delivery of a high-quality event.

Auction

• Lead on securing auction prizes for relevant events, developing relationships with key supporters and external businesses to secure exclusive and desirable auction items.
• Manage the auction fulfilment process, ensuring all auction winners are thanked post event and that lots are fulfilled in a timely manner.
• Oversee online auction platform, ensuring accurate listings, engaging descriptions and looking for ways to maximise income.

Event Supporter Stewardship

• Provide support on guest management, ensuring a smooth process for guests during the lead up to and on the day of the event.
• Build and maintain strong relationships with major donors, guests and stakeholders ensuring excellent stewardship and recognition
• To identify opportunities to engage or recruit new event supporters to existing or new events in the Willow calendar.

General

• To support the Events Manager with financial management of each event, supporting on areas such as: budgeting, planning, controlling and monitoring expenditure as appropriate and managing income against targets, KPI’s and provide regular revised projections as required.
• To maintain good practice in the use of database system (Raiser’s Edge), including the events module, ensuring that information is recorded accurately to allow for excellent supporter care, stewardship and accurate analysis of event performance.
• To keep up to date with current competitor activity, potential new opportunities for events and improved ways of managing and developing events.
• To keep up to date and comply with fundraising, data protection and other relevant legislation and codes of practice and good standards.
• To undertake any other tasks reasonably required.

 Person Specification

 Qualifications, Knowledge and Experience

Essential

• Proven experience of supporting on a number of events and delivering to budget and within tight timeframes.
• Can demonstrate effective implementation and management of work plans, projects and resources to ensure proactive completion of tasks.
• Proven experience of developing and managing budgets.
• Ability to work as part of a small, flexible and hardworking team.
• Delivering high quality supporter and donor care through ongoing contact and communication.
• Experience of working on administration within a fundraising, events or marketing environment.

Desirable

• Experience of working with senior stakeholders in order to meet income targets.
• Experience of working with celebrities.
• Experience of working with sponsors.
• Experience of working in the sports sector.
• Experience of working in the charity / fundraising sector.

Skills and Abilities

Essential

• Organised, pro-active self-starter, capable of taking initiative.
• Confident and articulate, able to build successful, mutually beneficial relationships with internal and external audiences.
• Strong ability to prioritise tasks under pressure and solve problems quickly and effectively.
• Ability to work on different projects simultaneously.
• Excellent written and verbal communicator, with exemplary grammar and spelling, who places high value on attention to detail.
• Good influencing and negotiation skills.
• Respect for and ability to maintain confidentiality at all times.
• Self-reliant and confident IT user including internet, email, design, databases, spreadsheets and MS Office.

Desirable

• Creative thinker, able to innovate to meet audience needs.
• Experience or knowledge of Raisers Edge database.
• Sports sector knowledge.

Other

Essential

• Positive, energetic and able to enthuse.
• Flexible and proactive problem solver.
• Takes personal responsibility for and remains focused on delivering results and achieving objectives, overcoming problems and frustrations.
• Genuine commitment to the work and services of Willow.

Desirable

• Empathy with the cause and knowledge of issues faced by young adults facing serious illness.

 Special Conditions

Essential

• Able to work irregular (unsociable) hours and weekends where necessary.
• Own car and current driving license

General

We offer the following competitive benefits package:

• 25 days annual leave plus bank holidays
• Holiday purchase scheme
• Life Assurance and Group Pension Fund
• Season ticket loan
• Cycle to work scheme
• Flexible Working policy
• Employee discounts
• Employee Assistance Programme

Are you an experienced product manager with excellent people leadership skills, seeking a challenge where you can make a real difference?

�� Location: Hybrid (expectation to travel for team days/as business requires)

⌚ Contract Type: Permanent, 35 hours per week

�� Salary: Starting from £64,866.26 - £71,352.88 dependant on experience

What is the Head of Product?

The Head of Product Management is a newly established role at MSI UK, responsible for driving product management through strategic business analysis and leadership. You will have extensive experience in this, or a similar role applying your product leadership experience to shape digital strategy, develop impactful healthcare products, and guide a team of 6 Product Owners.

The vision for Product Management in MSI UK as a healthcare organisation ensures digital, data, and technology solutions are strategically aligned, user-centric, and drive operational efficiency. This is a unique opportunity to apply your product expertise in a growing and critical healthcare organisation, driving the strategy and development of core digital products. In this role, you will shape impactful solutions that support over 110,000 clients annually.

The Head of Product Management will lead the Product Function with an iterative and agile approach, optimising operations by streamlining manual and complex processes. This role focuses on delivering intuitive, user-friendly digital platforms that enhance the client experience and drive business efficiency.

What can we offer you?

• �� Expenses incurred while traveling outside your base location will be reimbursed.
• �� Birthday Bonus with an additional day of annual leave dedicated to celebrating your birthday and long service recognition rewards programme
• �� Perks and discounts at over 4000 retail and hospitality outlets through the Blue Light Card

In addition to the perks outlined above, there are many more benefits alongside what is written above for you to enjoy. Find out more during your interview!

What you’ll be doing:

The Head of Product Management will drive the growth and maturity of a newly established team, ensuring digital products and services support healthcare delivery. This role shapes and executes a product strategy aligned with MSI UK's mission to enhance client care through innovative, user-centered, and data-driven digital solutions.

Responsibilities include:

• Define and communicate a product vision that aligns with strategic healthcare objectives.
• Lead the development, launch, and continuous improvement of digital solutions.
• Build partnerships, negotiate terms, and ensure vendors meet expectations and legal standards.
• Partner with internal and external teams to ensure alignment and adoption of digital products.
• Develop, motivate, and mentor a cross-functional team of product owners.
• Lead user research and leverage health industry trends and emerging technologies.
• Use data analytics to monitor performance and derive actionable insights.
• Provide clear reporting on product progress and outcomes to key stakeholders.
• Work with stakeholders to understand strategies and lead the development of digital roadmaps.
• Stay updated with health industry and technology innovations.
• Reporting: Implement and deliver regular reporting on product development progress and performance metrics.
• Support demand management and technical project management to ensure successful delivery of digital products and enhancements.

What we’re looking for:

• Extensive experience in product management and business analysis in agile environments, ideally in healthcare or charity sectors.
• Strong collaboration skills to foster cross-functional teamwork and a culture of test-and-learn innovation.
• Excellent communication and presentation skills, able to engage stakeholders at all levels and translate complex problems into digital/data solutions.
• User-centric mindset with the ability to balance diverse stakeholder needs (e.g., clients, clinicians, operations).
• Proven leadership of cross-functional teams, with hands-on capability when needed.
• Experienced line manager with a focus on coaching, performance management, and team development.
• Strategic and analytical thinker with a passion for innovation and problem solving.
• Skilled in vendor and partner management and experienced in driving digital/product frameworks and continuous improvement.
• Strong prioritisation skills across diverse workstreams, with financial acumen and stakeholder management.
• Proven ability to measure and improve product performance (e.g., SLA, usage, scalability).
• Deep understanding of agile product lifecycle and technical concepts, able to communicate effectively with non-technical audiences.
• Knowledgeable in current/emerging digital tech, particularly AI, and how it supports strategic goals.
• Willingness to work flexibly, including occasional weekends and national travel.

Overview of the International Chief Projects Officer

The International Chief Projects Officer (ICPO) will lead and oversee the Projects Department, and reports to the International Chief Executive Officer.

The ICPO will drive the strategic development, implementation and evaluation of Barnabas’ projects around the world. The ICPO will work closely with the International CEO, senior leadership team, and local project partners to identify opportunities, ensure effective and efficient resource allocation, and deliver impactful results that align with Barnabas’ mission to support persecuted and suffering Christians.

The ICPO will ensure that Barnabas’ projects are strategically aligned with the organisation’s goals, operationally effective, and financially sustainable, while maintaining the highest standards of accountability and impact measurement.

Location: Shaw House, 27 West Way, Oxford, OX2 0QH
Department: Fundraising
Salary: £39,000 to £42,500
Hours: 35
Job Type: Full time
Contract Type: Permanent
 
RABI is the farmers charity. At the core of RABI’s mission is the commitment to address the individual needs of farming people across England, Wales and Northern Ireland through practical, financial and emotional support.
 
The charity’s expert mental health support builds emotional resilience to help farming people feel better equipped to tackle the many uncertainties and challenges they face today, whilst its grants empower farming people to become financially resilient.
 
RABI’s financial support includes targeted, emergency cost-of-living grant campaigns including its Return to School and Winter Fuel campaigns. The charity has provided around £1/4 billion of direct financial support to the farming community over the past 25 years.
 
ROLE OVERVIEW:
 
The Philanthropy and Partnerships Manager is responsible for leading and developing RABI’s philanthropy and partnerships donor base, focusing on building and nurturing relationships with major donors, trusts and foundations, corporate partners as well as legacy and in-memory supporters (larger funders).
 
This plays a pivotal role in shaping RABI’s fundraising strategy, identifying major funding opportunities and creating impactful engagement strategies to secure long-term financial support for the charity’s sustainability.
 
Relationship building is key to this position, communicating effectively with our donors by enhancing and strengthening relations through cultivation tactics and deepening relationships to ensure robust support from these influential stakeholders.
 
KEY RESPONSIBILITIES:
 
• Develop and implement a comprehensive Philanthropy and Partnerships (P&P) fundraising strategy to drive RABI’s fundraising activities and support long-term sustainability. This includes overseeing the cultivation and stewardship of major donors, trusts and foundations, corporate partners as well as legacy and in-memory supporters (larger funders).
• Report on income and expenditure targets, ensuring targets are met and assisting with budget setting.
• Cultivate, solicit and steward relationships with larger funders, ensuring strong and sustained engagement.
• Develop tailored proposals and partnership packages aligned with potential partners’ priorities and interests.
• Manage, identify and build relationships with key corporate funders, negotiate and manage agreements, ensuring clear communication of expected deliverables.
• Oversee and manage all trust and foundation opportunities, identifying potential funders whilst monitoring and reporting on deliverables and outcomes ensuring timely delivery of all requirements, ensuring compliance with regulations.
• Develop compelling, tailored proposals and partnership packages to align with the interests and priorities of potential partners, demonstrating impact.
• Plan and execute donor stewardship events and activities to enhance engagement and retention. Ensure that donor recognition and communications are carried out with precision, ensuring donors feel valued and informed.
• Manage, track and utilise CRM systems (e.g. Microsoft Dynamics) to maintain up-to-date donor data, track progress and provide concise and timely reports on fundraising activities and income and expenditure reports. Analyse donor trends and engagement metrics to optimise fundraising strategies.
• Ensure all fundraising activities comply with legal and regulatory requirements, including GDPR the CIOF Code of Fundraising Practice and RABI’s internal policies. Make certain the charity’s best practices are upheld in all donor interactions and fundraising activities.
• Responsibility for line management, providing guidance, support and performance feedback to ensure the development and success of team members.
• Work closely with cross-functional teams, including fundraising, communications, service delivery, business development and external affairs to identify project funding opportunities, share donor insights and collaborate and support the development of other fundraising initiatives.
• Take part and contribute to team meetings.
• Actively participate in the staff appraisal scheme and be committed to training and development in line with RABI’s aims and objectives.
 
PERSON SPECIFICATION:
 
Essential
 
• Demonstrable experience in a senior fundraising role, with a proven track record in securing major funds from larger funders.
• Exceptional major donor management skills, with experience in donor stewardship, partnership development and engagement strategies that build long-term relationships.
• Extensive knowledge and understanding of targeting, segmentation and response analysis.
• Persuasive written and verbal communication skills, including the ability to develop compelling applications, proposals and donor communications. Capable of tailoring messaging for different audiences and ensuring clarity, consistency and emotional impact.
• Experience of managing a fundraising team and assisting with recruitment and team development.
• Excellent interpersonal skills with the ability to build rapport and manage relationships at all levels, both internally and externally.
• A strategic outlook with the ability to identify fundraising opportunities and take the initiative to drive growth.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and CRM systems (preferably Microsoft Dynamics). Familiarity with fundraising platforms and donor management systems.
• Ability to manage time effectively, prioritise workload and meet deadlines. A creative and proactive approach to work, capable of juggling multiple tasks while maintaining attention to detail.
• Thorough understanding of data protection, fundraising regulations and compliance practices, ensuring that all fundraising activities adhere to legal and best practice standards.
• Self-motivated and confident in working, both independently and in teams.
• Empathy with the goals and objectives of RABI.
 
Desirable
 
• A full UK driving license.
• Knowledge or interest in the agricultural sector.
 
BENEFITS:
 
• Enrolment to Nest on commencement of employment and the opportunity to join RABI’s group pension scheme with Standard Life where RABI make contributions equivalent to 10% of your basic salary, provided you make a personal contribution of 5%.
• Life assurance from day one.
• Access to our Employee Assistance Programme.
 
This role profile is not exhaustive and is subject to review in conjunction with the post holder according to future developments at RABI. Full training and support will be provided for the right candidate.
 
Early applications are encouraged for this position as shortlisting and interviews will take place on a rolling basis. We reserve the right to close this advertisement early if we receive a suitable application prior to the deadline.
 
RABI is proud to be an equal opportunity employer and aims to ensure that all employment practices secure equality of opportunity and that no prospective or current employee receives less than favourable treatment at RABI as a result of their sex, sexual orientation, age, race, religion, belief, ethnic origin, disability, marital, or for any other reason which cannot be shown to be justifiable. Our recruitment process strives to ensure that individuals are selected only based on their relevant skills, experience, qualifications and abilities.
 
REF-221198

Bring your environmental passion for rivers to life!

Are you an enthusiastic finance professional who prides themselves on their attention to detail and excellence?  Would you like to work with the finance team for a charity who is invested in improving and making a real difference to our rivers here within the South East of England, which hosts some of the rarest Chalk streams on the planet?

About Us

The South East Rivers Trust (SERT), is the river restoration charity for the South East of England. Our vision is that rivers across the south east are clean, healthy and rich in biodiversity. Our mission is to restore and protect rivers and their catchments against multiple threats and a dramatically changing climate. We do this by:

• delivering evidence-based and nature-based solutions on land and in rivers;

• inspiring and empowering more people to protect rivers for the future.

Working at SERT is rewarding, fulfilling and busy. We work collaboratively and with passion, and this is reflected in our core values of: delivering high quality work, using expertise and scientific understanding, building good and effective relationships, and bringing positive energy to all we do. With rivers and catchments needing serious action to survive, our aims are growth and impact – so you’ll be comfortable with challenges and excited by change. If this sounds like an environment that you would thrive in, we would love to hear from you, please visit our website for more information.

About The Role

We have an exciting opportunity to join the South East Rivers Trust's Finance and Operations Team.  We are a small dynamic team, sitting at the heart of the organisation. The role reports directly to the Finance Manager and will provide support in administering all financial controls and processing for the organisation.  The successful applicant will come from a financial background with a strong understanding of financial principles, an accounting qualification and proficiency in Excel.  They will have experience in bookkeeping, reconciling accounts as well as dealing with banking, grant applications and expenses. 

The role would suit an individual, who is approachable and organised, with excellent attention to detail, able to work on their own or as part of a team.  The role involves liaising and following up with all teams to ensure the data provided is accurate and timely, to support grant applications, payments and audit requirements.

To be successful, they will need to be able to multitask, be proactive and have excellent communication skills, following up and advising staff across all teams.  They will need to have a positive attitude, and willingness to assist the whole team with other administrative tasks as and when required.  This role is predominantly working from home, with at least one day per week, (on a Thursday), working in the office in Leatherhead.

This is a part time position, (of 3 or 4 days per week), to include Monday and Thursday (this being our in office day).  There may be a requirement to pick up additional hours to support with busy periods.

To apply for this position please complete an application form and send this together with your CV to us; further details can be found on our website.

Overall Purpose

To work and lead on setting clear standards for high quality gathering, recording, monitoring and use of data collected via our grant’s programmes and initiative, accessing this data to inform donor grant reports, infographic data sharing, donor reports and network reporting in an accurate and transparent way. Reporting to the Head of Impact you will be technically proficient in monitoring data use of the CRM systems. You will also work directly with the Senior Leadership team on initiatives requiring evidence of impact and return on investment. The Data Officer will work closely with colleagues across the Foundation contributing to the delivery of the Foundation’s Strategic Plan, vision, and values.

Responsibilities

To lead on the accurate recording, management, and accessibility of data gathered through the Foundations programmes and initiatives via our Salesforce CRM system and future platforms, including potential Social Value and Social Return on Investment models.

Support the grants team in recording and maintaining accurate data, ensuring records are complete, up-to-date, and compliant. Conduct routine system checks and regular data cleansing as required.

Support monitoring received from grantees, helping extract key data and learning, checked by Head of Impact.

Provide support to Head of Impact with Salesforce CRM training to internal teams to enhance data usage and impact measurement.

Performance Management

Collect, analyse, and present relevant data on a quarterly basis to support donor reporting.

Produce data driven reports aligned with the Donor Care Plan, ensuring accuracy in evaluation, impact measurement, and End of Grant reporting (quality checked by Head of Impact).

Develop and submit annual data reports for platforms such as 360 Giving, FREA (Funders for Race Equalities Alliance), IVAR and other partnership platforms aligned to BLCF work including UK Community Foundation Quality Assurance.

Provide insights and key learnings that demonstrate the effectiveness of grantmaking, inform strategic decisions, and highlight return on investment.
 

Relationship Management

Regularly connect and engage with wider Community Foundation network to ensure BLCF’s data systems remain fit for purpose and aligned with sector best practices.

Participate in cross-foundation learning initiatives to stay updated on trends in data-driven grantmaking and impact measurement.

Work with the Head of Business Development to provide insights from donor trends and grant impact data, supporting fundraising and partnership strategies.

Representing the Organisation

Maintain a strong understanding of community and charity sector issues to inform BLCF’s data strategy and grantmaking approach. Ensure relevant insights are shared across the team.

Develop and maintain an appropriate network of contacts within the grantmaking sector across BLCF’s geographic reach.

Serve as a BLCF ambassador, promoting the Foundations values and impact through data storytelling and sector engagement.

Be an ambassador for the work of the Foundation by demonstrating its values in the delivery of its work.

Skills, Knowledge and Experience

Essential:

• Some demonstrable experience in managing data systems and CRMs to ensure accurate data is recorded and record maintain for reporting purposes.
• Some understanding of the wider voluntary and charity sector.
• Excellent personnel skills and able to work effectively within a small team providing support across a width of areas.
• A self-starter, able to act on own initiative and to organise, plan and prioritise own workload to meet deadlines.
• Ability to work effectively under pressure and to demonstrate a professional approach in a range situation.
• Fully computer literate including Word, Excel, Power Point and use of databases, CRM and SROI models or similar.
• Able to demonstrate how diversity, equality and inclusion (DEI) can be made integral to their work and service delivery.
• Committed to customer care and the provision of high-quality services
• Detail-oriented
• Punctual.
• Committed to learning and development.
• Ambitious, energetic and with an outward focus.
• Highly motivated, with an enthusiasm and determination to build the resources available and needed to support community needs across Bedfordshire.
• Creative and flexible in outlook.
• Strong commitment to the values of the Community Foundation.

Desirable:

• Some prior experience of grant-making or similar work.

• Track record of analysing and presenting data to inform decision-making and improve processes.

• Some previous experience of developing reports and insights for funders, donors, or key stakeholders.

• Research and data analysis; ability to process information accurately and write succinct reports. 

• People with lived experience / professional experience of support for minoritised communities are particularly encouraged to apply. 

• Understanding of need in the Bedfordshire County.

• Familiarity with legal and financial requirements for charities, community groups and social enterprises.

• Statutory sector experience such as; commissioning / procurement, police, health, etc.

• Proficient in use of Salesforce or similar CRM. 

• Some knowledge and understanding of equality issues and legislation relating to the charity sector. 

• Current driving licence and access to a vehicle.

Business Analyst – Finance
Reference: APR20255156
Location: Flexible in UK
Contract: Fixed Term for 12 months
Hours: Full-Time, 37.5 hours per week. 
Salary: £33,027.00 - £35,259.00 Per Annum
Benefits: Pension Scheme, Life Assurance Scheme, 26 days' Annual Leave

Note: Whilst the role is offered full time we are open to applications from anyone able to work at least 22.5 hours per week.

Nature is in Crisis, and here at the RSPB we are working across the UK and overseas to save it.  As the UK's largest nature conservation charity, with a workforce of over 14,000 employees and volunteers, we have an ambitious programme of work to transform our approach and deepen our impact.

We have an exciting opportunity for a talented business analyst to join our Finance team. The successful candidate will support an integrated programme and project management team, who deliver organisational wide people and business change across the RSPB.  The work will be fast paced, far reaching and innovative, covering all elements of our operations.

You can be based anywhere in the UK, and we are very supportive of flexible working.  We value and understand the importance of different voices, experiences, perspectives and backgrounds within our workforce and strongly encourage applications from all sections of the community.

What's the role about? 

As part of the financial planning and reporting team you will support the finance business partners and be responsible for delivering business analysis support and insight (e.g. data analysis, financial analysis, process mapping, etc.) to projects and programmes across the UK that support the RSPB 2030 strategy. 

Key activities will include: 

Supporting the RSPB Finance and Transformation team in delivering business analysis to support key finance-centric projects and programmes. This includes, but is not limited to:

- Data analysis
- Process mapping and review
- Financial analysis and reporting

Supporting the project and programme managers in developing robust business cases, modelling financial impacts and risks, and reviewing and tracking financial benefits
Communicating and engaging with colleagues and stakeholders at a variety of levels. You will be confident in articulating your business analysis work in a number of ways and will be able to confidently engage Senior Management to drive and manage positive change and maintain their support throughout your business analysis.

What we need from you:

• Educated to degree level and/or have sufficient experience to be able to carry out the duties to a high level.
• Knowledge of financial management and processes (including double-entry accounts).
• Advanced spreadsheet skills.
• Excellent numerical skills.
• Ability to evaluate incomplete and complex financial information, to develop and consider a range of possible options and make a judgement as to the recommended course of action.
• Ability to produce clear written communications
• Proven Time management and organisational skills 
• Ability to act as a critical-friend to board level and senior managers balancing challenge and support - Desirable
• Ability to convey appropriate financial messages to various audiences - Desirable
• Proven ability to understand business issues and identify interventions to improve business performance - Desirable
• Proven experience of making recommendations to decision makers through analysis of financial information, modelling scenarios and paying due regard to risk and control issues - Desirable
• Proven experience of planning, co-ordinating, and delivering projects that contribute towards improved profitability / organisational efficiency - Desirable
• Management accounting experience - Desirable

The RSPB reserves the right to extend or make this role permanent without further advertising dependent on business needs at the end of the contract term.

Closing date: 23:59, Fri, 2nd May 2025

We are looking to conduct interviews for this position asap. 

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

We are committed to developing an inclusive and diverse RSPB, in which everyone feels supported, valued, and able to be their full selves. To achieve our vision of creating a world richer in nature, we need more people, and more diverse people, on nature’s side. People of colour and disabled people are currently underrepresented across the environment, climate, sustainability, and conservation sector. If you identify as a person of colour and/or disabled, we are particularly interested in receiving your application.

The RSPB is an equal opportunities employer. This role is covered by the Rehabilitation of Offenders Act 1974.

The RSPB is a licenced sponsor. This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract.

As part of this application you will be asked to provide a copy of your CV and complete a short form. If you wish to provide a cover letter with your application, please include this at the end of your CV document upload. Contact us to discuss any additional support you may need to complete your application.

No agencies please.

Join RABI and play a pivotal role in ensuring sound financial planning and performance, operational excellence, and compliance, as we continue to develop our focus on empowering the worth and wellbeing of the farming community. 

Location: Oxford / Flexible working (min 2days p/w in the office)

About us

RABI (The Royal Agricultural Benevolent Institution) is a national charity providing one-to-one expert support, advice and guidance to the farming community across England and Wales.  Established in 1860, the commitment to address the individual needs of farming people remains at the core of RABI’s mission. Our farming communities are facing increasingly complex challenges and pressures and for many stress cracks are beginning to show.  RABI has a crucial role to play now and in the future, to support the personal resilience and wellbeing of farming people.

RABI continues to work tirelessly to develop and deliver services and support that uplifts and supports farming people through practical, financial and emotional assistance, touching the lives of thousands of people every year. Whether giving expert advice on benefits or providing mental health support, RABI offers a beacon of hope.

About the role

We are looking for an experienced and strategic planner to join RABI as our new Head of Finance & Operations. This is a critical role at the heart of our organisation, ensuring that our financial management, operational governance, HR practices and estates oversight are robust and future-focused. As a key member of the Senior Leadership Team, you will play a central role in planning and delivering the strategic priorities of the charity.

Reporting to the Director of Finance & Operations, you will lead and develop high-performing teams across Finance, HR, and Estates & Operations. You will bring strong strategic planning insight, ensuring sound financial planning and performance, operational excellence, and compliance with governance frameworks and regulations. You’ll also manage relationships with investment and estate advisors to ensure we are making the best use of our resources in line with our strategic goals.

What we are looking for

You will be a CCAB-qualified finance professional with substantial experience of working at a senior level, ideally within the charity or non-profit sector. Your background will include leading finance, HR and operations functions, and developing and implementing strategic financial and operational plans. We’re looking for someone with excellent leadership skills, who brings a collaborative and open approach to building strong relationships across teams and with external partners. Experience of investment portfolio oversight, estate management, and working through organisational change will be key to your success in this role.

You will also bring strong planning and analytical skills, an eye for risk and performance indicators, and the ability to present strategic planning insight clearly to executive colleagues and Trustees. Above all, you’ll share our commitment to supporting farming communities and have a strong affinity with RABI’s values and mission.

This is a fantastic opportunity to join a values-driven organisation and help build the infrastructure that supports RABI’s ambitious growth and the ongoing delivery of services that improve the lives of farming people.

Please click ''Redirect to recruiter’ to be redirected to the Peridot Partners website, where you can find full details of the job description and register your interest to apply.

Closing date for applications: By 9am, Tuesday 13th May 2025