About the company
Simpson Judge Ltd are working with a growing social enterprise firm based in Central London. The company acts in an advisory capacity to support other foundations and enhance the effective deployment of philanthropic capital, as well as supporting both charities and social enterprises as they transition to scale. The foundation has also developed a Venture Philanthropy Learning Platform to help other trusts and foundations as they seek to shift away from more traditional approaches.
The foundation adopts a venture philanthropy approach to support charities and social enterprises achieve lasting impact at scale. They manage a UK Social Inequality facility and an African healthcare facility. Consistent with Venture Philanthropy, Sumerian Foundation provides appropriate funding tailored to the needs of each organisation, skills support, impact management and mentoring.
The primary purpose of the role is to support, manage, scale-up and promote the UK Social Inequality Facility and ensure it meets its strategic impact and financial KPIs. As required, the Finance Manager will also support other activities related to the mission and will lead the provision of advisory services. The role is full-time with flexibility to work from home.
1. UK Social Inequality Facility
Working closely with others, share responsibility for the effective management of this Facility and ensuring all tasks are conducted in line with processes and systems, including:
a) Pipeline development
b) Performing Due Diligence
c) Advising on structuring most appropriate financial instrument and terms
d) Preparing Internal investment memo's
e) Impact Management
f) Portfolio Management
g) Skills support and mentoring
h) Reporting and performance oversight against impact and financial KPIs
2. Learning Platform
Working closely with others, be responsible for updating the Learning Platform (through further case studies and practical tools) as well as paying a supporting role in the provision of training to other trusts and foundations.
3. Advisory Services
Working with others, contribute to the provision of advisory services as required.
Expertise and qualifications required
Essential: Right to work in the UK
At least 3 years in a role involving financial skills/ analysis
Operational business experience - ideally in a start-up/growing business or charity
Accountancy qualification, part qualification or QBE all acceptable - ACA, ACCA or CIMA
Knowledge and networks related to UK social enterprise market
Past role related to sustainable development and/or generation of social impact
Motivated and enthusiastic self-starter
Confident and assertive - yet also humble and willing to learn
Enjoys working in small teams
Proven ability to lead others and develop talent
Ability to mentor others and develop trusted open relationships
Results orientated and with an entrepreneurial flair
Outstanding analytical skills, detail-oriented, proactive and self-motivated
Strong financial acumen and ability to work in Excel
Excellent project management skills
Ability to take decisions at both the strategic level as well as the project level.
Ability to produce well designed professional looking Powerpoint presentations
Strong written and verbal communication skills
Apply now to be considered for the role