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For Companies At a Glance
- Tasks: Manage donor database and oversee financial operations in a dynamic educational environment.
- Company: Join a respected organisation focused on education and community impact.
- Benefits: Enjoy a competitive salary, generous holiday, pension scheme, and free lunches.
- Why this job: Be part of a purpose-led team while developing your finance and data skills.
- Qualifications: Strong experience with charity CRMs and financial processes is essential.
- Other info: Full-time role with opportunities for professional development and a vibrant workplace culture.
The predicted salary is between 30000 - 42000 £ per year.
Are you a detail-driven operations specialist with a passion for finance, data, and systems? Do you thrive in a fast-paced environment supporting a dynamic and purpose-led team? This is a rare opportunity to take on a pivotal role as Finance Operations Manager (Finance & Database) within a respected educational environment.
The Role
Working closely with the Director of Development, you’ll be at the heart of the organisation’s operational success. Your primary focus will be managing the donor database (Toucan Tech), overseeing financial operations related to income and expenditure, and enabling the wider team to focus on external engagement.
You will lead on:
- Database integrity and management (25,000+ records)
- Donation processing, acknowledgement, and reconciliation
- Financial reporting and coordination with internal departments and international affiliates
- Compliance with data protection, finance, and fundraising regulations
- Office and systems management
- High-level support for major donor cultivation and reporting
Key Responsibilities
- Maintain a secure, accurate, and up-to-date CRM
- Generate donor reports, mailing lists, and event data
- Process Gift Aid claims and manage donation platforms (e.g., Stripe, GoCardless)
- Provide data analysis and insight to support fundraising campaigns and Giving Days
- Assist in donor research and pipeline development
- Draft and review internal policies and procedures
- Liaise with third-party providers and internal stakeholders to ensure operational excellence
About You
You are organised, collaborative, and confident in managing data and finance processes. You’ll be comfortable balancing strategic thinking with hands-on delivery and enjoy working closely with colleagues across departments.
You will have:
- Strong experience with charity CRMs (Toucan Tech desirable)
- Experience in financial reconciliation, budgeting, and donation processing
- Excellent IT skills, including Excel and Office 365
- High attention to detail and accuracy
- Excellent written and verbal communication skills
- A sound understanding of GDPR and charity finance practices
What’s in It for You?
- Competitive salary of up to £37,500 per annum
- 28 days’ holiday (incl. bank holidays), with additional Christmas leave potential
- Generous pension scheme with up to 9% employer contribution
- Free lunch during term-time
- Access to a gym, library, cultural events, and CPD support
- Cycle to work scheme and employee referral bonus
This is a full-time position (37.5 hours/week).
Finance Operations Manager employer: Venture Recruitment Partners
Contact Detail:
Venture Recruitment Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Operations Manager
✨Tip Number 1
Familiarise yourself with Toucan Tech, the CRM mentioned in the job description. Understanding its features and functionalities will give you an edge during interviews, as you'll be able to discuss how you can effectively manage the donor database.
✨Tip Number 2
Brush up on your financial reconciliation skills. Be prepared to share specific examples of how you've successfully managed donation processing and financial reporting in previous roles, as this will demonstrate your hands-on experience.
✨Tip Number 3
Showcase your attention to detail by preparing for potential scenario-based questions. Think about how you would handle discrepancies in financial data or issues with donor records, as these are likely to come up in discussions.
✨Tip Number 4
Network with professionals in the charity sector, especially those who work with CRMs and financial operations. Engaging with them can provide insights into best practices and may even lead to valuable connections that could support your application.
We think you need these skills to ace Finance Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance operations and database management. Emphasise your familiarity with charity CRMs, especially Toucan Tech, and any financial reconciliation or budgeting skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and data management. Mention specific examples of how you've successfully managed databases or financial operations in previous roles, and express your enthusiasm for supporting a purpose-led team.
Highlight Key Skills: In your application, clearly outline your IT skills, particularly with Excel and Office 365. Also, mention your understanding of GDPR and charity finance practices, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is essential for the Finance Operations Manager position.
How to prepare for a job interview at Venture Recruitment Partners
✨Know Your Database
Familiarise yourself with the donor database, especially Toucan Tech if you have experience with it. Be prepared to discuss how you would maintain its integrity and manage the 25,000+ records effectively.
✨Showcase Financial Acumen
Highlight your experience in financial reconciliation, budgeting, and donation processing. Be ready to provide examples of how you've successfully managed these processes in previous roles.
✨Demonstrate Attention to Detail
Since this role requires high accuracy, prepare to discuss specific instances where your attention to detail made a significant impact. This could be in reporting or compliance with regulations.
✨Communicate Clearly
Excellent written and verbal communication skills are essential. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or data analysis.
