Job description
Title:Database and Finance Officer
Organisation:Bliss, the premature and sick baby charity
Location:Bliss’ head office, London SE1
Salary:From £26,000
Terms:Full-time 35 hours per week
Role description
Main purpose of the role
The Database and Finance Officer’s major responsibility is the ongoing recording of financial transactions to the Customer Relationship Management System (Alms.net) and the Financial System (Exchequer) through data tasks and routines. In addition to this critical task, this post will also maintain the sales ledger, purchase ledger, bank accounts, petty cash and various other accounts and will produce the primary entry level transactions.
The post will work closely with the fundraising department and will engage with all areas of the organisation and is managed by the Senior Finance and Database Officer.
About the team and department
The Finance team is a three person team that oversees all financial functions at Bliss including Income, Expenditure, Budgeting and Reporting. This team is part of the wider Finance and Operations team, a five person team that covers all administrative functions at Bliss including HR and Office Management.
Reporting structure
Head of Finance and Operations
Senior Finance and Database Officer
Database and Finance Officer
About Bliss
Bliss is the UK charity for premature and sick babies. Our vision is that every baby born premature or sick in the UK has the best chance of survival and quality of life. We champion the rights of every baby born premature or sick to receive the best care. We achieve this by empowering families, influencing policy and practice, and enabling life changing research.
For more information about Bliss, visit bliss.org.uk
Key responsibilities
Income processing
-Acquiring and manipulating 3rd party income reports for import into templates onto our Customer Relationship Management (CRM) database, Alms.NET
-Distributing new income information to the fundraising team
-Allocating income with help from the fundraising team
-Migrating data from the CRM to our financial database, Exchequer
-Reconciling income against the Bank Statement
-Working to maintain the accuracy of income data on the CRM, includinginvestigating and amending mistakes to income postings and allocations
-Adapting processes to improve accuracy and efficiency through the use of templates, macros and scripts.
-Donor enquiries: providing detailed advice and support to the fundraising department on all aspects of the donation data process and donation aspects of the CRM
Direct debits and gift aid
-Direct Debits: claim and audit monthly direct debits
-Gift aid: claiming, recording and auditing Gift Aid though Alms.NET and the financial system
Finance system
-Sales Ledger: raising invoices and allocating receipts
-Purchase Ledger: assist with the Purchase Ledger, managing suppliers, purchase ledger invoices and their settlement including regular electronic payment runs
-Credit Card: maintain the recording and reconciling of transactions through the company credit cards
-Petty cash: maintain the recording and reconciling of transactions through petty cash
Business improvement
-Continuous development of income recording processes, through identifying problems and consulting third parties and software supplies, implementing minor changes and working with the Senior Finance and Database Officer in implementing major changes.
-Any other duties as may be reasonably requested by the Senior Finance Officer and the Head of Finance and Operations
Person Specification
Skills
Essential
- Excellent attention to detail and highly numerate
- Highly communicative with the ability to liaise with numerous stakeholders
- Highly computer literate, with in depth experience of Excel and CRMs or databases
- Awareness of Microsoft Visual Basic and a willingness to develop this knowledge
- Ability touse automated routines to process volumes of data
- Good deductive and problem solving ability
- Willingness to show initiative and accept responsibility
- Excellent time management, with the ability to prioritise workloads to meet deadlines
Desirable
- Degree level education in a maths, science or IT based subject
- AAT or similar qualification or can demonstrate equivalent experience in finance
- Experience of working within the charity sector
- Ability to create automated routines to process volumes of data
- Knowledge of Alms.net (CRM) and Exchequer (Accounting)
Special conditions
- Able to demonstrate commitment to the aims and objectives of Bliss
- Willingness to work outside office hours and at weekends on occasion
- Willingness to undertake further training as and when required
- Bliss encourages all staff to support events co-ordinated by teams across the charity. There is an expectation that all staff offer to support at least two or three events in a year around their direct job commitments
How to apply
Please submit your CV and equal opportunities form, along with a supporting statement describing how you meet the criteria in the person specification to or via post to:
Senior HR Officer, Bliss, Chapter House, 18-20 Crucifix Lane, London, SE1 3JW.
This information is used when shortlisting candidates for interview.
The closing date for applications is Monday 21 August at 9am.
First interviews will be held on Tuesday 28 August.
It is Bliss’ policy not to contact applicants who have not been invited for interview so if you have not heard from us by Thursday 23 August you should assume that, on this occasion, your application has been unsuccessful.