Head of Finance Kidney Research UK

Transcription

1 Head of Finance Kidney Research UK Charity Description Kidney Research UK is a charity working to cure kidney disease. It is still out there, a silent killer, blighting the lives of more than two million patients, with a further million undiagnosed. We are the largest charitable funder supporting renal research in the UK today. For decades the research we enable has been saving lives, but people continue to suffer and we want to do so much more to help Through targeted research, the collation and sharing of health information and strategic planning we have been shaping and facilitating advances in renal research since 1961, collaborating with other charities and funders to deliver life-changing care to all those affected. With the incidences of obesity, heart disease and high blood pressure (all triggers for kidney disease) on the increase due to our changing life-styles, our work is more essential than ever, and we need good, passionate and caring people to help get us to a cure faster. Team Summary Kidney Research UK s Finance Team is ambitious for the Charity. It leads on all things financial and legal, supports the business activities and works to help identify and maximise opportunities and to identify and control risks. We have big plans for the future and we need a highly motivated, passionate, enthusiastic, open minded and fun team player to join us. Our Values Our four brand values are; Bravery - our attitude. The patients at the centre of our work, who face kidney disease and its catastrophic impact on the body, are truly brave. Meeting that threat head on, with a positive attitude and a calm but steely resolve is truly inspirational. Ambition - our approach. We want to be understood as an ambitious organisation. The researchers we invest in, whose work changes how we think about kidney disease and how to beat it, are naturally ambitious. This desire to find answers to the most difficult questions requires a spark of ambition. Even in the face of frustrating results they don t stop. They can t stop. As a team, we want to capture that spark. To be ambitious in our approach and always going further Page 1 of 7 Date reviewed: August 2018

2 Urgency - our challenge We must always create urgency. The surgeons, doctors and nurses, who specialise in kidney health, know that when kidney disease strikes it is a race against time. When life hangs in the balance the pace of their actions helps save more lives. We want to show this energy in all that we do. We must communicate the critical nature of the disease and urgency through our approach and the need to raise funds Passion - our emotion We want to show our passion. It is laced into all that we do. Our work wouldn t be possible without our supporters. They often have a personal connection to kidney disease and this strong link makes them go the extra mile. Research into kidney disease is hugely under-funded and this creates frustration and anger. More must be done. We want to harness this emotion. To show passion in the way we feel about our work and approach every challenge. Our Behaviours: Collaborative relationship builder: Works effectively and inclusively with a range of people, both within and outside the organisation. Treats all colleagues equally and proactively seeks positive outcomes. Driven to succeed: Demonstrates an entrepreneurial determination, resourcefulness, and purpose to deliver the best results. Identifies opportunities to learn and improve when experiencing set-backs. Open Minded: Future-focused, curious, seeks out new and innovative ways to improve ways of working to best add value to organisation, customers, and patients. Strives to improve self and others: Continuously seeks to develop, takes personal responsibility for own learning, and offers guidance and support to colleagues. Accountable & Responsible: Demonstrates ownership of role and responsibilities. Shows courage and confidence to speak up respectfully. Skilled Communicator: Possesses the ability to influence, prepares adequately for professional interactions and gains the necessary commitment and support from diverse stakeholders through logic and reason. Page 2 of 7 Date reviewed: August 2018

3 JOB DESCRIPTION Head of Finance Location: Nene Hall, Lynch Wood Park, Peterborough Reporting To: Finance Director Grade: 2 Hours: 37½ per week Responsible for: Leading the ongoing development of the Charity s financial and legal matters in conjunction with the Finance Director. Management of the charity s finance function, external and internal financial reporting, financial processes and controls, legacy case management, business partnering, working with the leadership team on developing impact reporting and contracts and procurement management. Job Summary As a member of the Charity s leadership team, this person plays a key and proactive role in ensuring that financial operations, reporting and business partnering, controls, contracts support, and procurement are run efficiently and effectively and aligned to the ambitious plans to grow the Charity. Key accountabilities Strategy & Leadership 1. To bring strong analytical skills and a strategic outlook to the core leadership team at an exciting time in the Charity s development. 2. We believe everyone should have the opportunity to realise their full potential. The post holder will support the development of finance team members; in particular the development of business partnering skills, contracts knowledge and procurement best practice. 3. With an emphasis on empowerment, to lead the development of embedding a level of financial and legal contracting knowledge across the charity. 4. To lead on providing technical expertise to the finance team and wider charity and to ensure adequate systems and controls are in place and operating effectively to minimise risk. Page 3 of 7 Date reviewed: August 2018

4 Operational 1. As the Charity looks to make a significant change in its impact, this role will play an active role in the Leadership Team in helping to clarify the strategy for the wider organization and deliver the change. 2. Line-manage the Finance Team of 4, including ambitious and capable qualified and part qualified members, on a day-to-day basis to ensure the effective and efficient performance of the function and to ensure the team delivers a proactive service to stake holders. 3. Line manage the Contracts Officer to ensure development of knowledge and skills and to ensure development of processes to deliver a proactive service to the Charity. 4. Support the Contracts Manager in working with lawyers, third parties and members of the Charity on a range of contracts and legal agreements coming into and out of the organisation. 5. Responsible for developing the technical and commercial knowledge and skills of the Finance Team and financial knowledge and legal contracting awareness across the wider Charity ensuring they are aligned to the needs of the organisation as it moves forward. 6. Responsible for the Finance Team s production of Statutory Accounts under SORP 2015 and other statutory reports and the statutory audit. 7. Working with the Leadership Team, the Head of Knowledge and Data and information users, help further develop the accurate and timely financial information currently produced by the finance team to support the needs of the users to grow the charity. 8. Oversee and ensure development of the budgeting and forecasting process to meet the needs of the Charity s growth plans. Ensure support is available to budget holders in the preparation of budgets and forecasts and take an active lead on advising the Leadership Team on the outcome of the process. 9. Ensure risks are identified and acted on. 10. Ensure financial controls and procedures and the procurement process are LEAN, appropriate and that they follow best practice. 11. Ensure effective management of the Charity s investment portfolio and cash, liaising with the Finance and Risk Committee. 12. Responsible for the development of the Charity s Sage accounting system. Also, key role with Head of Knowledge and Data in supporting the development of the availability and use of information across the Charity regardless of the individual systems used (such as The Raisers Edge and Grants Tracker). 13. Work closely with the Charity s auditors, bankers, tax advisors and investment managers, trustees, IP and contract lawyers and other professional advisers as required. Page 4 of 7 Date reviewed: August 2018

5 14. Tax responsible for periodic review of charity s VAT position and for ensuring appropriate treatment of VAT. Support the development of gift-aid knowledge and growth in the Charity. 15. Provide cover in the absence of the Finance Director or members of the finance team or Contracts Officer. The above list of responsibilities is not exhaustive and may change to meet the needs of the organisation. The post-holder may also be required to carry out such other duties as may be required from time to time which are broadly consistent with the status of the post within the organisation. Measures of Performance Timely and accurate production of relevant information which meets the needs of users Delivery of support to the Leadership Team contributing to the growth of the Charity Ensure finance function is run such that a clean audit report is delivered, and Statutory Accounts show minimal differences from Management Accounts Development of direct reports in alignment with growth needs of Charity Person Specification Attributes Essential Desirable Knowledge/Qualifications CCAB qualified Knowledge of VAT, tax, payroll. Commercial knowledge and approach. Knowledge of charity accounting (SORP 2015) and gift-aid Educated to Degree level Experience Development of meaningful information reporting and analysis. Management and supporting budgeting/forecasting process. Previously held similar position in charity organisation. Page 5 of 7 Date reviewed: August 2018

6 Statutory reporting and management of statutory audit. Hands on experience of operational finance including cash/treasury management. Experience of running procurement processes Strong background in risk identification and financial controls. Relationship with bank, auditors, tax advisors. Development of finance skills across organisation. Hands on experience of contracts/legal documents review/production Management and development of staff. Experience of transforming business practices. (eg LEAN) Skills and Abilities High level of technical financial skills. Excellent IT skills Microsoft Office products, accounting software, CRM software Sage 200c Professional The Raisers Edge Microsoft 365 Management information systems Personal Attributes/Qualities Pro-active and assertive. Enthusiastic and energetic. Fun to work for and with. Highly numerate, analytical and detail oriented. Results driven. Enjoy working in a handson, open and collaborative environment. Sympathetic to the aims of Kidney Research UK and ambitious for its success Page 6 of 7 Date reviewed: August 2018

7 Customer focused and excellent communicator. Inspiring and supportive leader. Competency Profile Personal Effectiveness Planning and Decision Making Communications and Influencing Building and Maintaining Relationships Developing Yourself and Others Innovation Specialist Knowledge Competent Skilled Advanced Expert x x x Page 7 of 7 Date reviewed: August 2018