Transactions officer jobs in bristol
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Role Overview:
The Talent Set is thrilled to be working with a fantastic charity as they search for a part-time Supporter Data Officer to support them for an initial 3-month role.
This role supports the effective management of supporter and membership data, playing a crucial role in the smooth operation of membership systems and processes. The post-holder will ensure that data is handled compliantly, processes run efficiently, and supporter engagement is maintained at a high standard—particularly in relation to donations and membership payments.
Key Responsibilities:
- Maintain accurate and legally compliant supporter and membership data in the CRM system.
- Develop, implement, and review CRM data processes to improve the supporter journey.
- Coordinate the membership lifecycle including new joiners, renewals, reactivations, and cancellations.
- Foster strong working relationships with third-party service providers (e.g. mailing houses, call centres, recruitment partners).
- Handle all member enquiries professionally and promptly, aiming to enhance retention and increase member lifetime value.
- Manage payment processes including Direct Debits and alternative methods such as Standing Orders.
- Ensure the accurate recording and reconciliation of donations and membership fees.
Person Specification:
- Experience working with CRM systems to manage supporter or customer data.
- Understanding of data protection and legal compliance regarding data handling.
- Strong organisational and interpersonal skills with attention to detail.
- Excellent communication skills and a commitment to delivering high-quality customer service.
- Experience in managing financial transactions and payment processes.
- Previous experience within a fundraising or membership-based organisation.
- Familiarity with Direct Debit administration and working with BACS or Payfile systems.
- Ability to liaise with external service providers and support cross-functional teams.
What’s on Offer:
- This is a hybrid role, with just 1-2 days per-week in their Central Bristol office.
- A day rate of £98.81 to £118.58 per-day plus daily holiday for the successful candidate.
- A rare part-time opportunity of 29.5 hours per-week and an immediate start.
How to Apply:
To apply, please submit your CV demonstrating your suitability for this role by clicking the “apply now” button.
We aim to get back to all successful candidate within 48 working hours.
Commitment to Diversity:
The Talent Set and our partner organisation are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, sexual orientation, disability, age, or gender. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
PINF is the first charity in the UK that exists to support high-quality journalism. We exist at the cutting edge of charity law and need an experienced charity professional to make sure we do things properly.
As Head of Operations & Governance, you will be responsible for overseeing the back-office operations of the charity. You will be a key point of contact for the team and support the Executive Director to ensure smooth, efficient and compliant operations.
You will be a senior member of the team, responsible for ensuring that PINF operates within its legal and regulatory framework, including in relation to charity, corporate, tax, employment and data protection regulations. The role involves liaising with the Chair, Board of Trustees, Executive Director, legal advisors and regulators to support best practice in financial management, governance, risk management and compliance.
Duties and responsibilities
-
Financial Management
-
Ensure consistent delivery and quality of finance operations, including transactions processing, which will involve managing a bookkeeping service.
-
Prepare and monitor annual budgets, management accounts and project budgets.
-
Lead on the financial aspects of fundraising, contract management, and funder reporting. Including managing restricted and unrestricted funding.
-
Oversee the process of preparing statutory accounts, including liaising with accountants and auditors.
-
Maintain internal controls and policies to protect assets, prevent fraud, and ensure business continuity.
-
Participate in the Finance & Fundraising Committee and support the Treasurer to plan and deliver meetings.
-
Prepare financial reports for board meetings and engage in board discussions.
-
Governance
-
Manage our annual governance cycle, working closely with the Chair, Treasurer and Executive Director to ensure legal compliance and to plan and prepare for Board meetings including taking appropriate minutes.
-
Manage the organisational risk framework including identifying emerging risks and working with the Executive Director to mitigate them.
-
Companies House and Charity Commission filings.
-
Develop and maintain a suite of policy to ensure PINF meets its obligations as a charity and an employer.
-
Play an active part in board discussion to support good decision making.
-
HR
-
Manage HR across the organisation; ensuring all HR processes and policies are fit for purpose, up to date and adhere to law, and are understood and implemented across the organisation.
-
Manage recruitment processes for all staff.
-
Manage the annual leave tracker.
-
Operations and administration
-
Ensure the smooth running of the organisation by leading operational planning and monitoring progress.
-
Lead on relationships and contracts with external suppliers and contractors.
-
Ensure PINF has appropriate insurance cover.
-
Occasional support with charitable activities (meetings, events, publications, etc.)
Requirements
-
A professional qualification in finance, management, law, or a related field and at least five years’ experience relevant to this role.
-
Deep understanding of good governance and best practice in the charity sector.
-
Understanding of relevant laws relating to employment, data protection and running a charity.
-
Sympathy to the aims and objectives of PINF.
-
Full professional proficiency in English.
-
Right to work in the UK.
Skills and attributes
-
Experience of managing charity finances and budgets (Essential). A related finance or accountancy qualification would be desirable.
-
Experience of managing operations in a comparable charity or business, with both strategic and day-to-day operational responsibilities.
-
Developing HR processes and policies and taking the lead in implementing these across an organisation.
-
Developing processes and procedures and making improvements for efficiency and impact.
-
Experience of working closely with trustees, non-executives or senior leadership teams.
-
Strong oral and written communications skills, including having the confidence to use your expertise to provide feedback and constructive challenge to senior leaders.
-
Excellent problem-solving and interpersonal skills.
-
Ability to work remotely and independently and to collaborate with others.
-
Enjoy being the key point of contact and support in a small, remote team.
-
Ability to stay on top of your workload by using relevant software (including Microsoft Office and finance software such as Xero), keeping accurate and up-to-date records, and prioritising between competing tasks.
Please apply using Charity Job. Once you click apply you will be prompted to upload your CV and answer an application question in up to 5000 characters: What do you see as the main challenges facing PINF as a small but ambitious charity, and how will you use your experience to address them as Head of Operations & Governance?
The client requests no contact from agencies or media sales.
Everyone deserves a decent place to live. Join Habitat for Humanity Great Britain as our new Finance Manager and support people to find a safe, affordable home.
Are you an experienced and effective finance professional looking to make a difference in the charity sector? Habitat for Humanity is seeking a Finance Manager to take day-to-day responsibility for our financial systems and procedures, and so promote the long-term sustainability of our organisation.
Reporting to the Director of Finance and working closely with the Senior Leadership Team and colleagues across the organisation, you will be a key person ensuring that our financial data is complete and accurate, overseeing reporting to our programme funders and our international network, and ensuring best practice in all aspects of financial management. You’ll supervise the Database and Income Processing Officer and the Finance Assistant (position currently vacant).
Job Title: Finance Manager
Department: Finance, Operations & Compliance
Reports to: Finance Director
Budget responsibility: Yes
Line management: 2 direct reports
Location: Home-based with regular travel to internal meetings and team events, and occasional travel to our registered office in Slough
About Habitat for Humanity Great Britain
Habitat for Humanity Great Britain (Habitat GB) is part of the global Habitat for Humanity network fighting global poverty and homelessness. We believe that a decent home helps to permanently break the cycle of poverty and allows families to achieve strength, stability, and self-reliance.
Habitat GB has recently completed a strategic review, resulting in a new National Strategy and an organisational restructure, to ensure the charity is able to deliver the Strategy with impact, efficiently and effectively. This has included the integration of a subsidiary entity (GB Homes) into Habitat GB. As a result, the Finance, Operations & Compliance team has been expanded to ensure the right capacity and capability for these crucial functions.
Habitat’s turnover for the financial year ended 30 June 2023 was £3.0m with net assets of £2.5m: for the year ended 30 June 2024, it was £3.5m with assets of £2.1m.
Job Purpose
As our Finance Manager, reporting to the Director of Finance and working closely with the Senior Leadership Team and colleagues across the organisation, you will be a key person ensuring that our financial data is complete and accurate, overseeing reporting to our programme funders and our international network, and ensuring best practice in all aspects of financial management. You’ll supervise the Database and Income Processing Officer and the Finance Assistant (position currently vacant).
Key responsibilities
Ensure the integrity of financial data and controls, including budgeting, forecasting, Treasury and cash flow management
· Prepare data ready for monthly accounts, reports, and financial statements. This will include the normal monthly journals, reconciliations, and checks
· Support financial planning, risk management, and decision-making
· Liaise as necessary with colleagues in Habitat for Humanity’s international network for reporting and efficient transmission of funds to overseas affiliates
· Manage payroll, tax returns, and financial reporting for funders
· Provide leadership to finance team members and develop financial policies
Accountabilities and Responsibilities
Purchasing / Expenditure
· Administering commitment and invoice approvals in line with our Delegation of Authority
· Coordinating and verifying expense coding by non-finance staff
· Administering transfers to international partners according to policy
· Other ad hoc payments, including foreign currency transactions
· Reconciling supplier accounts each month
· Ensuring VAT records are accurate and returns made on time
· Maintaining auditable financial records
Income / Donations
· Manage income processing team
· Working with fund-raising teams to ensure all income is appropriately coded and documented
· Importing grants and donations from the CRM system (Raiser’s Edge) to the accounting system and reconciling to bank
· Regular reconciliations between the accounting and CRM systems
· Coding, processing and reconciling other income
· Assisting with Gift Aid claims
Bank
· Administering weekly payment runs and coordinating on-time authorisations
· Processing international transfers
· Currency and treasury management
· Bank account reconciliations
General queries
· Dealing politely and efficiently with questions from inside and outside the organisation
· Dealing assertively and effectively with cases of any deviations from policies and procedures
Record keeping
· Complete and accurate record keeping bearing in mind detailed level of audit compliance
· Logical filing of evidence of transactions, primarily electronic.
Month- and Quarter-End processes
· Preparing nominal journals, such as accruals/prepayments, payroll allocations, depreciation
· Monthly reconciliations of balance sheet accounts.
Other duties
· Checking Employee Expenses Claims (processed by the Office Manager) and final processing
· Assisting Director of Finance and other relevant staff with finance-related questions
· Assisting with the annual audit and preparation of financial statements
· Additional finance admin duties as required
· Run donor budget reports for the Europe region office and internal stakeholders
What we’re looking for
· A qualified or part-qualified finance professional with at least 3 years’ experience in charity finance, including fund accounting
· Skills in financial control, compliance, management, and reporting
· Knowledge of accounting software (Sage50 and Sun ideally) and downstream spreadsheet and similar tools; a willingness to learn new ways of handling data
· Good summarising and communication skills with the ability to influence colleagues and senior leaders
· A pragmatic, efficient character with a dedication to accuracy and reliability
· A questioning mindset, finding opportunities to improve every day
The role and responsibilities will be carried out in a way that reflects
· Habitat GB’s commitment to safeguarding children in accordance with the Safeguarding Policy
· A commitment to Habitat GB’s vision, mission, values, and approach
· A commitment to effective management of risk, by operating within the Charity’s code of conduct, policies, procedures and controls and by carrying out the risk management and assurance responsibilities of the role as set out in relevant Policy and Procedures
We offer a flexible and supportive working environment with options for hybrid working and training and other arrangements to help you thrive in your role.
-----------------------------------------------------------------------------------------------------------------------
If this sounds like it could be a good match for you, please take a look at the Candidate Pack.
Please note: 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.
Start your Habitat journey here…
Applications comprising a CV and cover letter explaining how your skills and experience match the job requirements should be sent by email (referencing the job title in the subject line) to: (See candidate pack for email)
Tell us about the skills and experience you would bring to the role and your motivation for applying.
The deadline for applications is 11th May 2025 (at 11:59 pm).
Habitat for Humanity requires all employees to take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of our code of conduct. The employment of this position will be subject to a satisfactory reference check and a Disclosure and Barring Service (DBS) check.
At Habitat for Humanity GB, we aim to build, develop and retain a talented workforce that represents a variety of backgrounds, skills and experiences. We welcome and actively encourage applications from anyone who feels they’d be a good fit for our organisation, regardless of race, religion, colour, age, sex, national origin, sexual orientation, gender identity, disability, neurodiversity or any other protected characteristics.
We’d prefer to hear directly from applicants – we won’t be working with third party recruiters on this role.
Habitat for Humanity Great Britain (Habitat GB) is part of the international Habitat for Humanity network, tackling housing poverty around the world.
The client requests no contact from agencies or media sales.