Supporter Care

• Manage the supporter care needs of the team, ensuring that every interaction with donors is positive and professional. 

• Support the donor journey from initial contact to continued engagement, ensuring seamless communication, retention, and acknowledgement. 

• Respond to supporter inquiries, complaints, and feedback, ensuring timely and thoughtful communication. 

• Maintain and improve the CRM system to enhance the accuracy of donor data, tracking, and reporting. 

• Monitor and report on supporter care metrics, analysing trends to improve processes. 

• Ensure that funds are coded correctly and that statements are sent out to donors in a timely manner. 

• Ensure that the team has excellent support in raising invoices and managing expenses spent by tracking the team's budget.  

• Support key partnerships, ensuring that their fund balances are accurate and supported effectively.  

• Ensure that the fund statements for endowment holders are prepared on time.  

• Actively ensure that our annual marathon runners are well stewarded by providing administrative support to the Donor Relations Executive.  

• Monitor the fundraising budget and ensure suppliers are paid on a timely manner.

  Finance

  Sales ledger & income processing 

• Maintaining sales ledger accounts with accurate up to date information. 

• Issuing sales ledger invoices to third parties following appoved requests from team members. 

• Issuing monthly statements & chasing outstanding debtors 

• Process online giving donations & regularly update the Development Team. 

  Purchase ledger  

• Managing the finance mailbox. 

• Liaising with staff regarding invoice queries. 

• Managing the purchase ledger in line with LCF’s standing financial instructions. 

• Performing the weekly payment run. 

• Act as the first point of contact for liasing with suppliers regarding invoice queries. 

• Record and monitor credit card activities. 

• Record and monitor standing orders. 

• Support team members when required. 

• Do due diligence checks of grant payments from the CRM system. 

• Prepare and import grants into NWB bankline system ready for authorisation of payments by COO and Senior Finance Manager. 

• Once grants have been paid log grants as paid in CRM system. 

• Reviewing and developing purchase ledger processes and controls. 

 Cashbooks 

• Update income and payments in the cashbook. 

• Reconcile bank accounts on a monthly basis for sign off by the Senior Finance

  Person Specification

  Skills and Experience 

  Required: 

  • AAT fully qualified / ACCA part qualified 

  • Experience with processing donations, payments & reconciling accounts 

  • Experience of working in a charity finance function 

  • Knowledge of Sage 200 

  • Understanding CRM systems 

  • Excellent verbal and written communication skills. 

  • Highly proficient in Excel & Word 

  Desired: 

  • Knowledge of Salesforce lightning (full training will be given) 

  • Office 365: Teams and Sharepoint 

  • Understanding of GDPR requirements for data handling. 

  • Experience in support care and donor relations.