Finance & CRM Manager

for the UK's leading Eczema Charity

Temporary leading to permanent

Full time, 35 hours per week, hybrid working

What National Eczema Society does

National Eczema Society (NES) is passionate about making life better for people with eczema in the UK and their families. As a small and agile charity, we punch above our weight and with 50 years experience in the sector we are widely respected and listened to in the area of support, signposting, advocacy and funding eczema research. We have ambitious plans for the future.

In the UK, around 1 in 5 children and 1 in 10 adults live with eczema, so lots of people are looking to our charity for support and hope. Our mission is to empower people to live well with eczema and bring about positive change for our eczema community.

We do this by providing expert information and advice needed to manage eczema well. We also create a healthier future by raising awareness and understanding of eczema, campaigning to improve medical care, and supporting research into new treatments, prevention and ultimately a cure.

We rely on voluntary donations, legacies, membership fees and corporate sponsorship to fund our vital work. Managing the charity’s finance operations well is vital to our organisational effectiveness and our Finance & CRM Manager is a core member of the team.

The postholder manages the day‑to‑day running of the Society’s finance and CRM (customer relationship) operations, including our membership scheme. National Eczema Society is a membership charity and we have around 2,000 members.

The Person we are looking for

Experience

• Previous experience working for a charity and/or membership organisation preferred
• Experience of Xero, CRM systems (e.g. ThankQ), Microsoft applications (Excel, Word, Outlook) and email clients (e.g. Mailchimp) an advantage

Qualifications and knowledge

• Trainee accountant or qualified by experience
• Competent written and spoken English language

General

Our current Finance Lead has been promoted after 7 years with the charity. You will therefore enjoy being at the hub of the charity, as part of our small team based at the charity’s offices near London Bridge.

There is flexibility for home‑based working and you are expected to work in the office at least two days a week to facilitate effective team‑working. National Eczema Society offers help for staff studying for accounting exams.

Manage day‑to‑day finance operations

• Record all transactions on Xero
• Prepare a monthly payment run, ensuring supplier statements are reconciled and suppliers are paid on time, as well as resolving any queries that may arise
• Prepare monthly salary payments and ensure these are paid on time
• Set‑up new direct debit instructions and manage cancelled and failed direct debits

Manage and process donations received via direct debit and standing order

• Set‑up new suppliers on Xero and as a bank payee, and record relevant contracting information on Xero
• Process purchase ledger invoices, make payments, and send remittances
• Process sales invoices and reconcile monies received, and undertake debtor management as needed
• Import donation records from various fundraising and payroll giving payment platforms and providers
• Ensure all incoming donations receipts are recorded on ThankQ and where needed followed up with a timely letter/email of acknowledgement. This includes donations received by cheque, credit/debit card and via third‑party payment platforms

Undertake monthly bank reconciliations, and reconcile bank and CRM records

• Prepare periodic cash‑flow forecasts and analysis
• Prepare and submit quarterly Gift Aid claims
• Prepare and submit quarterly VAT returns
• Prepare monthly journals
• First point of contact for payment providers including Stripe, GoCardless and PayPal
• Authorised user on Society bank accounts

Contribute to quarterly management accounts and annual accounts as needed

• Process staff, Trustee, and volunteer expense claims
• Liaise with the Society’s Honorary Treasurer and Chair as needed
• Review, post, and reconcile all credit card transactions
• Manage NES membership and supporter records
• Responsible for and manages the NES membership scheme, including liaising with members and resolving any queries that may arise

Process new memberships and related payments

• Record member information on ThankQ and send out welcome packs and payment acknowledgements
• Set‑up and manage new regular donors, sending welcome letters
• Be a main point of contact for members and supporters, and update contact records on ThankQ, such as changes of address and Gift Aid status
• Generate and mail annual membership renewal letters/forms when they fall due
• Generate membership mailing data for Exchange magazine

Organisational lead for CRM/ThankQ supporter database

• Lead on ensuring ThankQ database is used effectively for recording supporter data
• Build reports, configure destination coding and other database settings, as well as create and update letter templates, when needed
• Support other team members on effective use of ThankQ software
• Main point of contact for ThankQ software provider, the Access Group
• Manage the main email inbox and coordinate responses or referrals internally
• Be a point of contact for general office queries

Lead on finance functionality for the NES website

• Liaise with website support provider to ensure donation functionality on NES website is operating effectively
• Troubleshoot issues with online donation functionality, ensuring it is working at all times
• Lead on website security, liaising with third‑party payment platform and website providers as needed
• Support NES supporters in making online payments

Support for office admin operations

• Support and in some cases take lead on office operations including being a main point of contact for phone enquiries and managing post

General management

• Support the Chief Executive in annual budgeting and planning, including leading on own areas of responsibility
• Contribute to periodic strategy development scoping and planning
• Maintain key indicators reporting for own areas of responsibility
• Work with Chief Executive and other function leads to support proactive and reactive eczema awareness campaigns. The main activity is National Eczema Week in September
• Good verbal and written English language communication skills, able to write clear and effective letters and emails to the charity’s members, donors and suppliers
• Able to produce consistently accurate work with strong attention to detail
• Systematic, able to prioritise and highly organised workstyle
• Able to plan and deliver to deadlines
• Good interpersonal skills, able to build relationships at all levels with National Eczema Society supporters, staff and external stakeholders

How to apply

Send us a CV outlining your employment history, academic and professional accounting qualifications, and a supporting statement (no more than two A4 pages) explaining how you meet the requirements described in the job description and why you’re interested in this role at National Eczema Society.

Please email your CV and supporting statement to info@eczema.org by Monday 24th November 2026 (by 5pm). No agencies please/Direct applicants only.

Feel free to reach out to Andrew Proctor, Chief Executive, if you’d like an informal and confidential conversation about this position, via the above email address.