Charitable Trust: Trust Manager

Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.  

Our Business Services team is a collective of creative, strategic, forward-thinking business enablers. Together the People & Culture, Marketing & Communications, IT, Operations, Finance and Quality & Risk Management teams make it their mission to ensure Mazars has the right tools, technology, strategies and services in place to deliver exceptional client service and future-proof our growing business.

We're looking for a talented Trust Manager to run the Firm's Charitable Trust. The right person will share our passion for stewardship and will relish the challenge of getting Forvis Mazars colleagues engaged in the Trust's work. You will work with our Board to deliver our new strategy, oversee the re-design of our grants programme, ensure the charity is effectively and efficiently run and lead on raising our profile.

About us

The Firm's Charitable Trust (“MCT”) was originally formed in 1983. It is the corporate foundation of Forvis Mazars, which supports the charity through an annual donation from the firm's profits (borne by the individual UK partners). While the Trust has broad charitable objects, allowing it to make grants to all charitable purposes at the trustee's discretion, the Board chooses to fund focus areas defined in consultation with Forvis Mazars, and supports organisations nominated by UK partners and team members.

The Foundation is overseen by our friendly, supportive and committed Board of six Trustees.  Forty years into our journey, we've recently refreshed our strategy and are keen to bring in the first permanent member of staff to lead us into the next chapter.

You will:

• achieve the greatest possible impact with our annual budget of around £1m
• develop and implement our strategic plan and annual budget and activity plans
• implement our grants programme, making best use of technology to streamline the process and ensure we can measure impact
• recruit and onboard charity partners in line with the strategic priorities of the Trust
• monitor and communicate the impact of our funding
• report on progress against plans and recommend improvements
• support the Trustee Board, from managing recruitment and induction of new Board members to organising regular Board Meetings
• manage the process for Board meetings including organising the meeting, preparation of papers, attendance and minuting of meeting and presenting as required
• manage the relationship with our donor Forvis Mazars to engage colleagues at all levels across the UK
• work with Forvis Mazars' Comms team to raise the foundation's profile internally and externally
• ensure effective and responsible day to day management of our funds, including accounting record keeping and overseeing the preparation of annual accounts and the independent examination / audit
• comply with all charity governance requirements, regulations and annual reporting requirements, liaising with charity lawyers as necessary
• create and maintain appropriate policies and processes for the smooth running of the foundation
• work closely with the Forvis Mazars corporate sustainability team

About you

You will definitely:

• be an experienced grant partnership manager with deep knowledge of and connections in the UK charity sector
• be resilient, flexible and well organised, enjoy working autonomously and thrive on setting your own direction
• have charity governance experience
• have detailed knowledge of Charity Commission requirements
• be a creative and analytical thinker who can develop, deliver and promote our strategy, assess our performance and identify improvements
• have proven influencing skills at senior level
• have excellent written and verbal communication skills
• be an authentic and inspiring ambassador for the foundation
• have worked in or with a business and be comfortable working cross-functionally in a corporate environment to influence a variety of stakeholders

Ideally, you will also have one or more of the following:

• working with a corporate foundation with charitable activity in social mobility and inclusion, poverty or education
• financial management experience to manage a £1m budget, comfortable maintaining management accounts and managing internal financial controls
• experience of selecting and implementing a new grant management platform

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.