Job summary
Southmead Hospital Charity is seeking a dynamic and experienced Head of Operations to join the Charity's senior leadership team responsible for the development and delivery of an integrated Charity strategy for North Bristol NHS Trust, in support of the Trust's overall strategic plan. The role will provide excellent leadership, strategic direction, and operational support for the Charity team to achieve key financial targets and objectives and ensure the smooth running of the Charity.
Main duties of the job
The post holder will lead on data management, cash flow and governance for the Charity, helping to support the development and growth of the Charity, and ensuring the highest levels of data management are maintained. They will develop and lead all aspects of management reporting, analysis, modelling and planning for the Charity, providing insight and guidance to drive and enhance financial performance in both income and expenditure.
An experienced networker, the post holder will develop and lead Charity expenditure, working with fundholders and senior colleagues to drive spend from divisional funds, and support the identification and delivery of suitable charitable projects across the Trust to increase the charity's impact.
Working closely with the Finance Division and using the CRM and management information, the postholder will ensure we have consistent financial and donor information produced to schedule.
Joining a team of passionate and committed charity professionals, the ideal candidate will be outgoing, enthusiastic and confident, with exceptional attention to detail.
About us
North Bristol NHS Trust employs over 12,000 staff providing healthcare to the residents of Bristol, South Gloucestershire and North Somerset from our award-winning hospital building at Southmead. We are the regional Major Trauma Centre, and an internationally recognised centre of excellence in a range of services and major specialities. Our vision is that by enabling our teams to be the best that they can be, we will provide exceptional healthcare, personally delivered.
North Bristol NHS Trust values all people as individuals. We aim to be an anti-discriminatory organisation and are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We welcome applicants from all underrepresented groups.
Job description
Job responsibilities
Strategy and planning
- Together with the Charitys Director, lead and manage the development of the Charity strategy and operational plans for the Charity, identifying areas of improvement and opportunity.
- Manage monitoring and control mechanisms for performance management; including monthly, quarterly, and annual analysis against agreed objectives.
- Develop plans for the operational and resourcing implications of the Charitys strategy, including human resources, budgets, targets, and financial processes.
- Ensure that the Charity teams knowledge of charity law is upheld, and that policies, processes, systems, and controls are maintained.
- Support the Charity Director and Head of Fundraising to ensure that a donor centric approach is at the core of all activity and that high standards of data are developed and maintained throughout the Charity team.
- Provide support and guidance to fundholders to ensure the Charitys financial and management processes are donor centric and adhere to regulatory best practice, identifying areas of continual growth and improvement.
Data management
- Lead, manage and oversee the development of the Charitys CRM (Raisers Edge) to ensure data is captured which enables the Charity to maintain and grow its database of supporters to drive income, engagement, and stewardship by adhering to best practice in donor management.
- Use data to inform and lead the Charitys business planning and development, identifying areas of improvement and opportunity, and promote a culture where accurate and informative data capture is integral to the Charitys growth.
- Lead the Charitys reporting and insight management to inform our decision making, identifying areas of improvement and opportunity.
- Deliver data on donations via the Raisers Edge CRM system on a timely basis at month end, so we can code the income data accurately as part of month end process to tight timescales.
Cash flow, Governance & Spend
- Lead and oversee the development of the Charitys business processes to ensure the highest standards of donor care and fund management are executed.
- Lead and oversee the relationship between fund holders and the Trust finance team to ensure that donor and fundraising income is allocated correctly and spent in a timely manner adhering to donor wishes and best practice at all times.
- Provide an expert advisory service on compliance and regulatory issues relating to fundraising and marketing activities, including compliance, risk management and data protection.
- Develop and embed good governance and compliance within the Charity so that we are compliant with relevant sector codes, best practice and regulatory requirements including Fundraising Code of Practice.
- Support the Charity Director and Head of Fundraising in ensuring the Charity complies with all aspects of GDPR and data protection. This includes the reviewing and updating of data protection statements and privacy notices.
- Pro-actively identify potential compliance issues and risks, working to resolve matters promptly and appropriately.
- Undertake an annual review of the Charitys compliance against approved governance areas.
- Work with the Charity Spend Officer to manage multiple expenditure items, supporting and problem solving on the larger ones.
- Responsible for the stakeholder management of fund holders across the Trust and be the main point of contact for fund holders.
- Become an expert user of DocuSign, (the Charitys expenditure tracking system), which will include updating, tracking and problem solving.
- Relationship management between satellite sites within the trust including other charities on site and across NBT.
- Responsible for producing and maintaining the annual operational budget for the charity and ensuring budget is kept up to date throughout the year.
- Project manage purchases made through the procurement department and maintain relationships with procurement so that funds are be spent.
Line management
- To coach and develop The Charity Spend Officer and Data Insight Officer to excel.
- To motivate the Charity team to reach its full potential through development, training, and supervision via the NBT appraisal system and appropriate HR policies.
- Undertake future recruitment with the support of Employment Services as required.
- To be a part of leading a culture that is ambitious, supportive, and successful.
Finance and data management
- Deliver agreed spend targets as agreed by the Southmead Hospital Charity Committee.
- Work with the Head of Fundraising to ensure that fundraising income is allocated appropriately in line with designated and restricted fund structure and codes. This is implemented by the Charity Accountant and their team in line with standard financial orders.
- Working with the Head of Fundraising to plan and take responsibility for the Charity expenditure budget as agreed by the Southmead Hospital Charity Committee.
- Monitor and evaluate performance of all income streams to achieve agreed KPIs and ROI ratios.
- Together with the Head of Fundraising, oversee the development and maintenance of an effective and accurate CRM (Raisers Edge) to ensure best practice in donor communications and stewardship.
- Working closely with the Trust finance team, provide advice and guidance on best practice in the allocation of charitable funds and individual fund spending plans to the Southmead Hospital Charity Committee.
- Working with the leadership team to provide the Southmead Hospital Charity Committee with quarterly reports on performance against agreed targets.
- Ensure the Charity is fully compliant with GDPR legislation and as appropriate, report to the Trustees on relevant issues.
Leadership, teamwork, and collaboration
- Maintain and develop key relationships with stakeholders and senior colleagues across the Trust.
- Lead, motivate and inspire your team to exceed agreed targets and KPIs across existing income streams to excel.
- Leading and develop key strategic campaigns alongside the Head of Fundraising to ensure significant funds are received to benefit the Trust.
- Lead, motivate and inspire your team to exceed agreed targets and KPIs across existing income streams to excel.
- Provide motivational, strong, and effective leadership for a team of staff and volunteers.
- Coach, train and develop your team in line with Trust expectations..
- Liaise at the highest level with the Trust, developing and maintaining close relationships with the Trustees.
- Work collaboratively with key groups and staff, including senior colleagues within North Bristol NHS Trust to develop and improve services.
- Organise and lead meetings for staff, including team meetings and regular planning and monitoring.
- Maintain the brand and internal profile of Southmead Hospital Charity and North Bristol NHS Trust.
- Keep up to date on the latest fundraising initiatives and technologies and innovate where appropriate.
Risk management
- Work with the Director to provide accurate and up to date information towards the Charitys risk management system, ensuring appropriate governance in accordance with the Fundraising Regulator and Trust guidelines.
- Adhere to policies relating to working with patients and their families, particularly in the context of their continued support of the Trusts work through charity fundraising.
Job description
Job responsibilities
Strategy and planning
- Together with the Charitys Director, lead and manage the development of the Charity strategy and operational plans for the Charity, identifying areas of improvement and opportunity.
- Manage monitoring and control mechanisms for performance management; including monthly, quarterly, and annual analysis against agreed objectives.
- Develop plans for the operational and resourcing implications of the Charitys strategy, including human resources, budgets, targets, and financial processes.
- Ensure that the Charity teams knowledge of charity law is upheld, and that policies, processes, systems, and controls are maintained.
- Support the Charity Director and Head of Fundraising to ensure that a donor centric approach is at the core of all activity and that high standards of data are developed and maintained throughout the Charity team.
- Provide support and guidance to fundholders to ensure the Charitys financial and management processes are donor centric and adhere to regulatory best practice, identifying areas of continual growth and improvement.
Data management
- Lead, manage and oversee the development of the Charitys CRM (Raisers Edge) to ensure data is captured which enables the Charity to maintain and grow its database of supporters to drive income, engagement, and stewardship by adhering to best practice in donor management.
- Use data to inform and lead the Charitys business planning and development, identifying areas of improvement and opportunity, and promote a culture where accurate and informative data capture is integral to the Charitys growth.
- Lead the Charitys reporting and insight management to inform our decision making, identifying areas of improvement and opportunity.
- Deliver data on donations via the Raisers Edge CRM system on a timely basis at month end, so we can code the income data accurately as part of month end process to tight timescales.
Cash flow, Governance & Spend
- Lead and oversee the development of the Charitys business processes to ensure the highest standards of donor care and fund management are executed.
- Lead and oversee the relationship between fund holders and the Trust finance team to ensure that donor and fundraising income is allocated correctly and spent in a timely manner adhering to donor wishes and best practice at all times.
- Provide an expert advisory service on compliance and regulatory issues relating to fundraising and marketing activities, including compliance, risk management and data protection.
- Develop and embed good governance and compliance within the Charity so that we are compliant with relevant sector codes, best practice and regulatory requirements including Fundraising Code of Practice.
- Support the Charity Director and Head of Fundraising in ensuring the Charity complies with all aspects of GDPR and data protection. This includes the reviewing and updating of data protection statements and privacy notices.
- Pro-actively identify potential compliance issues and risks, working to resolve matters promptly and appropriately.
- Undertake an annual review of the Charitys compliance against approved governance areas.
- Work with the Charity Spend Officer to manage multiple expenditure items, supporting and problem solving on the larger ones.
- Responsible for the stakeholder management of fund holders across the Trust and be the main point of contact for fund holders.
- Become an expert user of DocuSign, (the Charitys expenditure tracking system), which will include updating, tracking and problem solving.
- Relationship management between satellite sites within the trust including other charities on site and across NBT.
- Responsible for producing and maintaining the annual operational budget for the charity and ensuring budget is kept up to date throughout the year.
- Project manage purchases made through the procurement department and maintain relationships with procurement so that funds are be spent.
Line management
- To coach and develop The Charity Spend Officer and Data Insight Officer to excel.
- To motivate the Charity team to reach its full potential through development, training, and supervision via the NBT appraisal system and appropriate HR policies.
- Undertake future recruitment with the support of Employment Services as required.
- To be a part of leading a culture that is ambitious, supportive, and successful.
Finance and data management
- Deliver agreed spend targets as agreed by the Southmead Hospital Charity Committee.
- Work with the Head of Fundraising to ensure that fundraising income is allocated appropriately in line with designated and restricted fund structure and codes. This is implemented by the Charity Accountant and their team in line with standard financial orders.
- Working with the Head of Fundraising to plan and take responsibility for the Charity expenditure budget as agreed by the Southmead Hospital Charity Committee.
- Monitor and evaluate performance of all income streams to achieve agreed KPIs and ROI ratios.
- Together with the Head of Fundraising, oversee the development and maintenance of an effective and accurate CRM (Raisers Edge) to ensure best practice in donor communications and stewardship.
- Working closely with the Trust finance team, provide advice and guidance on best practice in the allocation of charitable funds and individual fund spending plans to the Southmead Hospital Charity Committee.
- Working with the leadership team to provide the Southmead Hospital Charity Committee with quarterly reports on performance against agreed targets.
- Ensure the Charity is fully compliant with GDPR legislation and as appropriate, report to the Trustees on relevant issues.
Leadership, teamwork, and collaboration
- Maintain and develop key relationships with stakeholders and senior colleagues across the Trust.
- Lead, motivate and inspire your team to exceed agreed targets and KPIs across existing income streams to excel.
- Leading and develop key strategic campaigns alongside the Head of Fundraising to ensure significant funds are received to benefit the Trust.
- Lead, motivate and inspire your team to exceed agreed targets and KPIs across existing income streams to excel.
- Provide motivational, strong, and effective leadership for a team of staff and volunteers.
- Coach, train and develop your team in line with Trust expectations..
- Liaise at the highest level with the Trust, developing and maintaining close relationships with the Trustees.
- Work collaboratively with key groups and staff, including senior colleagues within North Bristol NHS Trust to develop and improve services.
- Organise and lead meetings for staff, including team meetings and regular planning and monitoring.
- Maintain the brand and internal profile of Southmead Hospital Charity and North Bristol NHS Trust.
- Keep up to date on the latest fundraising initiatives and technologies and innovate where appropriate.
Risk management
- Work with the Director to provide accurate and up to date information towards the Charitys risk management system, ensuring appropriate governance in accordance with the Fundraising Regulator and Trust guidelines.
- Adhere to policies relating to working with patients and their families, particularly in the context of their continued support of the Trusts work through charity fundraising.
Person Specification
Education/Training/Qualifications
Essential
- Education to master's degree level or equivalent level of experience.
- Experience of working within a numeric, business planning environment.
Work Experience
Essential
- Significant experience of working in an information management environment and in managing or using a Charity CRM database including the production of data analysis and data sets within a CRM database.
- Experience of working in a complex organisation and understand how to effectively stakeholder manage key relationships.
- Experience of fundraising/sales.
Person Specification
Education/Training/Qualifications
Essential
- Education to master's degree level or equivalent level of experience.
- Experience of working within a numeric, business planning environment.
Work Experience
Essential
- Significant experience of working in an information management environment and in managing or using a Charity CRM database including the production of data analysis and data sets within a CRM database.
- Experience of working in a complex organisation and understand how to effectively stakeholder manage key relationships.
- Experience of fundraising/sales.
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
Additional information
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
