WHAT DOES A FUNDING MANAGER DO?

Updated: Jun 14, 2025 - The Funding Manager oversees internal funding matters and liquidity management across multiple regions, ensuring efficient cash concentration and inter-company funding processes. This position develops policies for payment instructions, bank account management, and investment of excess liquidity while advising top management on working capital and credit strategies. The manager also supports capital market transactions and maintains strong relationships with rating agencies to optimize the Group's credit standing.

A Review of Professional Skills and Functions for Funding Manager

1. Funding Manager Overview

  • Strategy Development: Direct on renewal of Wellcome's international strategic investments in Public Engagement (including Africa and Asia Programmes)
  • Asset and Relationship Management: Develop a medium-term approach to managing these assets and relationships across the team.
  • Theory of Change Alignment: Ensure that the team is aligned with the wider Theory of Change for the relevant health challenge and contribute to clear outcomes.
  • Partnership Management: Identify and work with partners who are best placed to work with communities most affected by health challenges.
  • Funding Model Application: Use a wide range of partnership and charitable funding models to achieve clear outcomes.
  • Evaluation and Continuous Improvement: Ensure new approaches are evaluated appropriately to help build learning and continuous improvement.
  • Sustainability: Build in sustainable ways of working to ensure impact is maximised (even when Wellcome is no longer involved).
  • Program Evaluation and Integration: Ensure Wellcome's existing projects are evaluated and joined up into a more coherent programme against health challenge outcomes.
  • Diversity and Inclusion: Embed Wellcome's anti-racist and anti-ableist values and involve minoritised communities at every stage of the development process.
  • Leadership: Deputise for the Funding and Partnerships Lead.

2. Funding Manager Details and Accountabilities

  • Compliance Review: Review customer loan applications for compliance with Lendbuzz's documentation policies and requirements.
  • Underwriting Assessment: Investigate and reject customer loan applications that do not meet underwriting requirements.
  • Loan Approval: Approve customer loan applications that do meet underwriting requirements for financing.
  • Communication: Communicate real-time with (internal) Sales Representatives and (external) Car Dealerships regarding customer loan application quality.
  • Information Request: Request additional information from Loan Officers, Sales Representatives, and Customers when appropriate.
  • Exception Approval: Approve customer loan application exception requests from direct reports.
  • Escalation: Escalate customer loan application exception decisions to management when required.
  • Process Improvement: Drive continuous improvement and automation of processes and systems used by the Funding team, working closely with the Engineering team.
  • Risk Analysis: Prepare reports about risk assessment findings and analyze lending trends over time.
  • Team Building: Hire and build a high-performing team.
  • Performance Management: Manage team performance and all staffing-related decisions.

3. Funding Application Manager Roles

  • Market Research: Screening the market to identify funding opportunities.
  • Opportunity Management: Keep an up-to-date overview of the opportunities that can be shared with the H2fM leadership team.
  • Opportunity Filtering: Identify those schemes that are of interest and filter out those that are not.
  • Program Tracking: Track subsidy programs as they progress and communicate requirements to the relevant business development teams.
  • Requirement Analysis: Understand in detail the requirements to proceed with funding applications.
  • Grant Writing: Kick-off grant writing exercises.
  • Information Gathering: Search for and obtain the information needed to apply for funding.
  • Application Writing: Take responsibility for writing applications.
  • Translation Coordination: Coordinate any language translation.
  • Process Management: Process successful funding applications and produce the necessary follow-on processes and reports with which to receive funds.
  • Content Translation: Translate complex content and analysis results into clear presentations for all relevant stakeholders.
  • Consultant Collaboration: Interact substantially with external consultants throughout the process.

4. Funding Manager Additional Details

  • Funding Preparation: Prepare funding options and recommendations for the Head of Funding and Markets and the Group Treasurer.
  • Transaction Support: Support capital markets transactions through the key stages of planning, structuring, and execution.
  • Investor Strategy: Take a lead role in proposing a debt investor strategy and managing the communication with debt investors during public and private funding transactions.
  • Debt Management: Ongoing monitoring and active management of existing debt/funding transactions.
  • Rating Presentation: Take responsibility for rating presentations.
  • Relationship Management: Manage key relationships across the group, including Moneybarn and Vanquis.
  • Capital Markets Expertise: Work in capital markets and/or treasury function of a financial services business.
  • Debt Instrument Knowledge: Understand debt capital markets, financial instruments, debt instruments, and hedging.
  • Credit Analysis Understanding: Understand the typical credit analysis and perspectives of debt investors across the capital structure.
  • Advisor Collaboration: Work with third-party advisors employed on complex benchmark transactions.
  • Stakeholder Influence: Influence stakeholders across business divisions.

5. Funding Manager Essential Functions

  • Leadership: Reporting to the Treasury Director.
  • Internal Funding Management: Be responsible in a group perspective of all internal funding matters.
  • Process and Reporting: Build processes and reporting mechanisms to effectively monitor liquidity levels.
  • Funding Coordination: Drive the inter-company funding process in the different countries and continents.
  • Cash Management: Design and implement cash concentration structures.
  • Financial Advisory: Advise the top management on working capital management and credit policy.
  • Policy Management: Maintain and update the policy for instructing payments and managing bank accounts.
  • Liquidity Investment: Manage the investment of excess liquidity.
  • Transaction Support: Support capital market transactions across a broad range of asset classes.
  • Rating Agency Management: Know the different rating agency criteria applicable to the Group and nurture and optimize the rating agency relationship.

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