Finance & Income Generation Administrator

Introduction

The Wallich is a homelessness charity delivering innovative housing and support services to homeless and vulnerably housed people. The Organisation formed in 1978 in Cardiff and now supports around 8000 people a year across Wales. Our work falls into four principal areas:

1. Residential supported housing projects, including direct access hostels, emergency night shelters and accommodation for people with specific issues such as substance misuse, youth services etc.

2. Floating (Tenancy) support projects in which we support people who have tenancy difficulties, sometimes with a contributing health or other need, and are in danger of losing their homes.

3. Prevention or intervention projects supplied through Homelessness Prevention Grant funding which are a broad range of services that prevent homelessness or make life better for homeless people.

4. Participation and Progression services, which are embedded in all our projects enhancing support through providing opportunities for Service Users to take an active part in their community. These services include those designed to enable people to move into meaningful activities including employment and training opportunities.

The Wallich’s values are of empowerment and treating people with dignity, respect and unconditional positive regard. The Wallich is committed to providing services that are trauma informed and delivered with Psychologically Informed Environments (PIE) at the heart of its support. A PIE is an approach to supporting people out of homelessness whilst making significant and positive progress in overcoming trauma, substance misuse and mental illness. It also considers the psychological needs of staff: developing skills and knowledge, increasing motivation, job satisfaction and resilience. At the heart of what we do are the people we support, who are actively and meaningfully involved in their own support and encouraged to participate in the design, development and delivery of services.

Project Description

The Finance department plays a key role within The Wallich by controlling and monitoring all financial transactions to ensure that the organisations financial processes are legally compliant with standard accounting practices. The Finance teams duties include providing financial reports to internal decision makers and external stakeholders, and are responsible for the organisation’s payroll and requisitions functions.

The Income Generation department plays a key role within The Wallich by ensuring annual income budgets are achieved through a blend of income generating activities to support and sustain the delivery of vital services. The team is responsible for developing and managing relationships with key stakeholders including statutory funders, trusts and foundations and our wider community of businesses, individuals and community groups. The team’s duties include developing new business opportunities through the monitoring and submission of tender contracts and grant applications, and the delivery of a varied programme of fundraising campaigns, activities and events to generate financial support for The Wallich.

Purpose of Role

To provide administrative and database support to the Finance and Income Generation Team. The role will provide a friendly and professional service to our wider internal teams as well as supporters of the Wallich with responsibility for responding to queries and requests, processing incoming gifts, other income, running regular database processes and reports.

This is subject to a Basic DBS check.

No Agencies.

We do not accept unsolicited agency referrals for this position and do not consider any applicants, to have been introduced to us via agency.

Main Duties, Responsibilities and Person Profile

1. Responsible for monitoring the teams shared inboxes and responding to incoming queries.

2. Working across the Finance and Income Generation database systems to process gifts and ensuring that donation records are reconciled against the organisational accounts.

3. Monitoring 3rd Party fundraising sites such as Just Giving for newly created pages and working with the wider team to ensure that data is coded and transferred to the Income Generation CRM using regular import processes.

4. Processing donor thank you letters and sending materials to event fundraisers and supporters as required.

5. Running routine database processes such as creating reports, running queries and imports, letter templates and deduping as required.

6. Processing income from clients, projects banking, funds, grants and any other ad hoc income.

7. Update and manage the finance departments online and office filing systems.

8. To facilitate the transfer of the finance functions documentation from physical to digital format in line with the organisations policies.

9. Developing and maintain our credit control function.

10. Provide general assistance to the Finance and Income Generation team for ad-hoc tasks such as research projects, event planning and delivery, customer and vendor accounts maintenance

The list of tasks is not an exhaustive one and duties may be varied from time to time by the organisation. This job description is subject to regular review.

ORGANISATIONAL VALUES AND POLICIES

All role holders within The Wallich are expected to live the organisational values and to demonstrate throughout the work they do, and the manner in which they do it, these values. In addition, all role holders are expected to either be compliant with, or act as a role model for, organisational policies and requirements.

The Wallich values are:

Courageous – We speak truth to power; we challenge ourselves and each other. We fearlessly pioneer new initiatives. We and our service users have the courage to drive change.

Determined – We will not stop. We will continue to strive to make changes, not only for our charity but for the people we support. We will not lose passion or focus, even when it’s hard.

Authentic – We are genuine in our intentions, working on the front line with the people who need us. We walk the path alongside people and use peer experience to inform everything we do.

Compassionate – At all times – always. No matter how many times someone comes to us for help, we will listen, be empathetic and greet them with kindness.

Community – Everybody deserves to belong somewhere. As a team we are family, and we embrace partnership. We strive for inclusion and acceptance of those affected by homeless.

A full job description and person profile can be downloaded by clicking the Job Profile document link below. Please refer to this document when completing your application.

Interviews to be held via. MS Teams on 24th February 2022.

T2.