Finance, Compliance & Admin Officer

Job Title: Finance, Compliance & Admin Officer

Responsible to: Head of Fundraising

Salary: £30,000 (FTE)

Hours: Part Time: 18.75 hours per week 

Location: Hybrid

Finance, Compliance & Admin Officer

The Finance, Compliance & Admin Officer will be a key member of the  Major Donor Fundraising Team at Lib Dem HQ. 

The Finance, Compliance & Admin Officer will manage donation data, entering gift information into our databases.  This will involve working with our Compliance Team to check the eligibility of donors and to prepare reports for the Electoral Commission.  The successful applicant will help the Head of Fundraising and Fundraising Director to prepare a budget outlining potential income prior to each financial year and make sure actual income is accurately recorded for financial management.

This new recruit will work closely with all the members of a close knit and successful fundraising team.  This is a vital role which is critical to the work of the whole team.

Finance and compliance

• Accurately record incoming donations daily in the relevant databases and budget sheets.
• Check that donations above £500 meet our compliance requirements and return ineligible donations.
• Work with the Compliance Team to make sure our quarterly reports on donations to the Electoral Commission are accurate.
• Prepare due diligence profiles on our larger donors to ensure we reject donations where there are ethical concerns.
• Ensure gifts-in-kind and auction prizes are accurately recorded for compliance purposes.
• Help to prepare our annual budgeting process - updating, monitoring  and improving our financial reporting sheets.
• Clean our data regularly in line with GDPR rules (removing data where there is no longer consent).
• Prepare reports for our Finance Committee
   

Admin tasks

• Attend and take minutes at Fundraising Board meetings.
• Production of agendas and papers for team meetings, Fundraising Board meetings, and members’ club board meetings.
• Support the organisation of events for our donors and prospects by booking venues and speakers.
• Manage the LinkedIn profile of our Treasurer to maximise outreach.
• Prepare income reports for our Federal Board meetings.

Person Specification, Skills and Experience

• Data enthusiast with strong administrative skills and excellent attention to detail.
• Assertive, responsible self-starter.
• High degree of accuracy in typing, excellent attention to detail and numbers.
• Ability to process and record data with focus and accuracy.
• Excellent IT skills and the motivation to become an expert in the advanced features of our databases.
• Ability to collaborate with our Finance Team and Compliance Team as well as working on tasks with different members of the
• Fundraising Team.
• Familiarity with PPERA would be ideal.
• Experience using Google Sheets and/or Excel
• Familiarity with GDPR would be ideal.
• Familiarity with Raiser’s Edge and Salesforce or similar software would be ideal.
• An interest in politics and sympathy with the aims of the Lib Dems.

How to apply

Please send your CV and a separate cover letter of no more than one page of A4 to Recruitment@libdems.org.uk 

Please fully read through the requirements of the job before applying and take a few minutes to complete our Equality and Diversity Monitoring Forms then proceed with your application.

We will be reviewing applications as they come in and reserve the right to appoint prior to the closing date.

Please note: We will not be able to employ you if you are not eligible to work in the UK. We will not be able to obtain a work permit on your behalf.

Applicants are encouraged to inform us if any reasonable adjustments are needed to be made during any part of the recruitment process.

Please let us have details of your current salary and two referees including one from your current employer – if you would prefer us not to contact them until a later stage of the selection process, please let us know.

Please note: Due to the volume of applications that we receive, we cannot confirm receipt of applications. The inbox is frequently monitored on a daily basis and all applications are passed on to the Recruitment Managers for the advertised positions.

The Party believes it is essential to foster equity, equality, diversion and inclusion within our workforce. We want our employees to thrive in an environment where everyone is welcome and supported to achieve their potential. It is important to celebrate what makes us unique and that you feel valued, appreciated and free to be who you are.