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- Tasks: Process and record donations, ensuring accuracy and compliance with regulations.
- Company: Join Southampton Hospitals Charity and make a difference in the community.
- Benefits: Gain valuable experience in finance and charity work while contributing to a good cause.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Be part of a team that supports vital healthcare services through effective donation management.
- Qualifications: Experience with CRM databases and financial systems is a plus.
The predicted salary is between 25000 - 30000 £ per year.
The Donation Processor plays a key role in ensuring the accurate recording, reconciliation, and processing of all income received by Southampton Hospitals Charity. This position supports the integrity of financial data, provides timely information to fundraising and finance teams, and ensures compliance with internal controls, charity regulations, and GDPR requirements.
Donation Processing & Banking
- Process and record donations via standing orders, BACS, and other channels, ensuring all supporting documentation is filed appropriately and in compliance with internal financial procedures and details are entered into Beacon CRM.
- Download, reconcile and process reports from online donation platforms and input details into Beacon CRM.
- Support with the secure storage, logging, and transfer of cash and cheques to the hospital’s cashier’s office in accordance with cash-handling procedures.
- Follow up bank reconciliation of cash and cheques and update Beacon and Xero accordingly.
- Liaise with fundraising team to identify and allocate income, resolving queries quickly and professionally.
- Update bank statement spreadsheet daily and share it with the wider fundraising team.
Database & Records Management
- Input and code donations into Beacon CRM, ensuring accurate allocation.
- Maintain electronic records to comply with financial, statutory, and GDPR regulations.
- Ensure timely transfer of income data from Beacon into Xero, supporting reconciliation and month-end procedures.
- Support the preparation of Gift Aid declarations and claims in line with HMRC regulations, maximizing eligible income.
- Work with Finance Manager to ensure that the necessary accounting and reconciliation processes are in place.
Person specification
Knowledge and experience
- Experience working with CRM databases (we use Beacon).
- Some experience working with financial systems (we use Xero).
- Proven experience handling and processing large volumes of data accurately.
- Excellent attention to detail, organization, and ability to prioritise workload.
- Strong reconciliation and problem-solving skills.
- Accurate handling of cash and cheques.
- Good IT skills including Microsoft Word, Excel, and Outlook.
- Clear and confident communicator with strong interpersonal skills.
- Ability to work to strict deadlines within a monthly finance cycle.
- Good understanding of GDPR and data protection requirements.
Skills, abilities, and behaviours
- Ensure all work complies with charity regulations, financial policies, and legal requirements.
- Participate in training and continuous improvement initiatives.
- Contribute to a positive, collaborative team culture and provide support to colleagues as needed.
Desirable: part-qualified or qualified in accounting (e.g., AAT, ACCA) and familiarity with Xero or similar accounting platforms. Experience working with Gift Aid and knowledge of HMRC rules. Experience working within a charity, NHS, or not-for-profit organization.
Donation Processor employer: Southampton Hospitals Charity
Contact Detail:
Southampton Hospitals Charity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Donation Processor
✨Tip Number 1
Network like a pro! Reach out to people in the charity sector, especially those who work with financial systems. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! When you get an interview, be ready to discuss your experience with CRM databases and financial systems. Use specific examples to demonstrate how you've handled data accurately and efficiently.
✨Tip Number 3
Be proactive! If you see a role that fits, don’t wait for the perfect moment. Apply through our website and follow up with a quick email to express your enthusiasm. It shows you're keen and can set you apart!
✨Tip Number 4
Prepare for the unexpected! Brush up on your knowledge of GDPR and charity regulations. Being well-versed in these areas will not only help you in interviews but also show that you’re serious about compliance and integrity.
We think you need these skills to ace Donation Processor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Donation Processor role. Highlight your experience with CRM databases like Beacon and financial systems such as Xero. We want to see how your skills match what we're looking for!
Show Off Your Attention to Detail: In this role, accuracy is key! Use examples in your application that demonstrate your attention to detail and your ability to handle large volumes of data. We love seeing candidates who take pride in their work!
Communicate Clearly: Since you'll be liaising with the fundraising team and handling queries, make sure your written communication is clear and professional. We appreciate candidates who can convey information effectively and confidently.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to hear from you!
How to prepare for a job interview at Southampton Hospitals Charity
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around donation processing and reconciliation. Familiarise yourself with how systems like Beacon CRM and Xero work, as well as any relevant charity regulations. This will show that you're not just a good fit for the role but also genuinely interested in the financial integrity of the charity.
✨Demonstrate Attention to Detail
Since this role requires handling large volumes of data accurately, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Bring up specific instances where you caught errors or improved processes, as this will highlight your organisational skills and problem-solving abilities.
✨Showcase Your Communication Skills
As you'll be liaising with the fundraising team and resolving queries, it's crucial to demonstrate your clear and confident communication style. Think of examples where you've successfully communicated complex information or resolved conflicts, and be ready to share these during the interview.
✨Understand GDPR and Compliance
Since compliance is key in this role, make sure you have a solid understanding of GDPR and data protection requirements. Be prepared to discuss how you've ensured compliance in previous roles, and why it matters in the context of charity work. This will show that you take these responsibilities seriously and are ready to uphold the charity's standards.