08/04/2016 Finance Director 1 Candidate Brief

Transcription

1 Finance 08/04/2016 Director Candidate Brief 1

2 Background Join our vibrant organisation! As an action oriented conservation charity, Marwell Wildlife s desire is to connect people with nature. Through enthusing people about the wonders of the natural world we re certain they ll share our passion to conserve it. Our success relies on two key things. The impression we create through our 140 acre zoological park, Marwell Zoo, with its wide array of exotic and endangered species, and also the family of talented people we employ, who share our passion and bring our vision to life. We engage with over 42,000 children and young people through our conservation educational programmes, and welcome over 500,000 visitors each year. In every contact we seek to encourage understanding, and inspire care for the natural world. Vision Living in balance with nature. Mission Marwell Wildlife is dedicated to the conservation of biodiversity and other natural resources. Aims Conserve species and their habitats, locally and globally Inspire care for the natural world Undertake and share results of scientific studies Improve our environmental performance and promote sustainable living Organisational Goals Delivering our conservation framework through the zoo and international work Growing our business by investing wisely and operating efficiently Living our vibrant organisation with enthusiastic people focused on shared goals * Values Warm, welcoming, wise and contemporary When we recruit we place equal emphasis on exceptional technical ability and personal characteristics to match our brand values. The Finance Director undertakes a key role within the Marwell family. If you are excited by the opportunity to join us read on... *in 2016 for example we achieved Sunday Times Best 100 not for profit organisation status. Page 2 of 6

3 Finance Director Role Profile Job Title: Finance Director Salary: 65,000 per annum Benefits: Pension at 10%, BUPA, 31 days annual leave inc Bank Holidays Hours: 35 hours per week, Monday to Friday Location: Marwell Wildlife Reports to: Chief Executive Management: 4 direct reports - Financial Controller, IT Manager, Head of Project Management and Head of Facilities. Role Purpose and Role Dimensions: To provide strong leadership and direction to the Finance, IT, Facilities and Projects teams, ensuring that sound financial analysis, capital expenditure, information management systems and infrastructure continue to support and enhance Marwell s operations. Financial Dimensions: Budgeted income is around 10,000,000 per annum Key Internal Contacts Chief Executive Executive Team Departmental staff Cost centre managers HR department Board of Trustees Key External Contacts Auditors Company Secretary Bank Manager Payroll Bureau Investment Managers Specialist consultants e.g. VAT The Role Page 3 of 6

4 Lead the overall financial management of Marwell Wildlife and contribute to (and support) meetings of the main board Continue to develop high performing finance, IT, facilities and building projects functions ensuring Marwell maximises the full potential from opportunities in its market, and through new commercial ventures Oversee capital expenditure system and line manage the Head of Project Management Development and maintenance of appropriate management systems, controls and procedures, encouraging appropriate delegation wherever appropriate Advising the Chief Executive on matters of financial strategy, including contribution to financial aspects of the strategic plan Advising the Chief Executive on the performance and financial position of Marwell Wildlife and its trading company Marwell Services Limited Reporting and interpretation of performance and financial position, with particular reference to deviations from budget and policy as set by the Board of Trustees To give regular financial presentations to the Board of Trustees and appropriate committees Management of the budget process, with delegated actions to peers in the Executive team Overseeing the Cost Centre system, including liaison with Cost Centre managers, to ensure their awareness of the financial performance of individual cost centres, and their accountability for it Compliance with UK and EU legislation related to accounts of UK registered charities and UK limited companies Overseeing VAT and gift aid reporting, ensuring compliance and awareness of key developments in these areas. Overseeing the reporting and monitoring of financial aspects of operational performance Appraisal and recommendation to the Chief Executive as appropriate, on the negotiation of significant contracts Treasury management, ensuring that the our financial assets produce an appropriate return as a key source of income Finding and exploiting innovative ways of financing projects Awareness of the aims and objectives of Marwell Wildlife Awareness of all facilities, exhibits and special events that are ongoing or taking place within Marwell Wildlife Compliance with all existing Health and Safety Regulations as relevant to the post To be a Marwell leader, living our brand values as a role model Any other duty deemed reasonable as required by the Chief Executive The Candidate Qualifications & Experience Page 4 of 6

5 Essential Graduate calibre, qualified accountant. Relevant financial professional qualification e.g. ACA, ACCA or CIMA Experience in running a sizable finance department at senior level, and within an organisation of comparable scale and complexity Commercial management of a varied portfolio, not necessarily limited to Finance, IT, Facilities or Projects Ability to ensure integrity of the financial and commercial information that the business requires Effective track record in people management/ team leadership including coaching, empowering and inspiring others Team player at the highest level, devoted to working effectively though others Experience of running other functions outside of the Finance arena Basic understanding of health and safety requirements Desirable Experience within the voluntary sector and of charity SORP accounting Financial Management of significant capital projects Soft Skills Engenders confidence in own ability and in responsible stewardship of Marwell s financial buoyancy Calm and graceful under pressure Takes a collaborative approach to resolve complex issues, with an ability to influence and an appreciation of the right question to ask High level of self awareness and a willingness to pursue personal development Down to earth, a hands on approach, comfortable working as part of a small team An organisational ambassador for Marwell s personality of being warm, welcoming, wise and contemporary Excellent communication, interpersonal and team skills; high levels of enthusiasm and energy. Ability to actively listen and respect the views of others Ability to engage and empathise with and learn from the technical expertise and experience from peers and colleagues at all levels Technical Attributes Possesses an expert eye for detail and forensic in analysis Ability to execute financial control whilst simultaneously being able to constantly step away and plan for the future Ability to contribute to the development of the organisations growth strategy through effective development of business relationships Demonstrates a strategic entrepreneurial approach; able to devise and turn new ideas into action whilst holding a long-term approach to achieving these goals Sees a task through to successful completion, setting milestones and tracking performance of self and others Is sensitive to the challenge of balancing achievement of Marwell s charitable aims, alongside the need to invest to drive income and enhance the commercial product Good delegation skills and fosters a culture of trust Champions an excellent level of service to be provided, in leading support departments and closely collaborating with other support departments, to continuously improve the support service overall Open to working reasonable additional hours at peak of workflow (e.g. annual budgeting round or annual management accounts/ audit plan) Our Brand Values Page 5 of 6

6 Our brand is underpinned by four values which are intrinsic to both our outlook and behaviour. It is these values that define our approach to the development of our staff. These values represent a tone of voice which is a core part of our brand identity, and one which should resonate through every contact, whether with colleagues, guests, local communities or business contacts. Warm Enthusiastic, affectionate, kind and supportive. This is how we give to others. Being warm means showing a genuine interest in other people. Active listening and open, positive body language are key to this. As a charity we respect diversity and cultural sensitivity and are thoughtful, nurturing and concerned about the welfare of others. Welcoming Cheerfully receiving, bringing pleasure to those we greet. This is how we receive others. Being welcoming means that we are inclusive in what we do. We share our knowledge and skills with others, whilst respecting their opinions and the pressures they might face. Compassion and empathy are at the heart of this. Wise Showing experience and good judgement. This is how we use our expertise. We need to harness our considerable skills and knowledge in adapting and shaping our outlook. This means reflecting on our experience whilst taking the initiative and responsibility to drive forward the development of our organisation, its people and our charitable objectives. Contemporary Up to date and current, compatible and relevant to society and present thinking. Being responsive, and open to change and new ideas will help ensure that we remain relevant to society and at the cutting edge of present-day thinking. We must constantly review what we do, and have the confidence to commit to ongoing change and development. Page 6 of 6