Job description and person specification

Transcription

1 Job description and person specification Please note this statement is for information only and does not form part of a contract. The responsibilities articulated are not exhaustive and we are committed to working practices that are flexible, collaborative and inclusive. Job title Head of Finance and Procurement Location London or Chesterfield Contract type Full time Contract length Permanent Date February 2019 Context We are Versus Arthritis. We are fundraisers, programme managers, volunteers, administrators, editors and accountants all doing everything we can to push back against arthritis. Together, we ll continue to develop breakthrough treatments, campaign relentlessly for arthritis to be seen as a priority and support each other whenever we need it. Together, we re making real progress. But there s still a long way to go, and we won t stop until no-one has to tolerate living with the pain, fatigue and isolation of arthritis. This post will lead the finance and procurement teams to deliver a unified support service to the charity through the establishment, embedding and maintenance of robust and agile processes that are both fit for purpose and fit for the future. Main purpose of the role To provide strong leadership and management of the finance and procurement team to work in partnership with stakeholders across the charity, providing consistent, high quality and proactive advice to support and enable achievement of the charity s vision and goals. Development of strategy, policy and procedures to support all services provided by the team. In particular, working with the director of finance and corporate services in providing strategic financial advice and support to the transformation leadership team (TLT) and wider leadership team. To proactively manage the financial position of the charity, leading effective financial planning, forecasting and monitoring of financial performance against the charity s purpose and strategic objectives. Working across the charity to embed a culture which is financially literate and readily able to make financial decisions after effective consideration of options available.

2 Working in partnership with the head of corporate services to ensure that all relevant legal, regulatory and compliance matters are appropriately managed. The postholder will be a key member of the charity leadership team, and will be required to influence at all levels and work seamlessly and collaboratively across all directorates. Management and key relationships Roles managed Senior business accountants, finance operations manager, procurement manager and finance transformation lead, Reports to Director of Finance and Corporate Services Key Relationships The post-holder is required to work effectively with stakeholders across the charity. Reporting formally into the director of finance and corporate services Key internal stakeholders include: TLT, wider leadership group, Finance Committee and the Board of Trustees. Key external stakeholders include: external auditors, bankers, investment managers and pension provider. The post-holder will also be required to establish an effective external network and bring in intelligence and best practice from across the sector and beyond. Main Responsibilities and Duties 1 Financial management Ensure that accurate monthly management accounts are prepared, and circulated, in compliance with a published annual timetable and development of financial reporting that is future focussed and tracks progress towards our 6 ambitions and 4 targets.

3 Work with the performance and planning team to track financial performance within the context of other charity key performance indicators. Carry out financial modelling to support strategic financial planning with particular emphasis on fundraising income drivers and prioritised charitable expenditure options 2 Financial accounting Lead on preparation of the annual report and accounts that are compliant with the Charities statement of recommended practice (SORP) and Companies Act 3 Financial advice and specialist expertise Provide timely and accurate information, and financial advice, to TLT, Trustees and other colleagues to inform and influence planning and decision-making. Promote best practice on financial and tax issues, sourcing expert advisors as required. Oversee delivery of inductions and other training in finance and procurement for non-financial staff. 4 Investment and cash management Oversee the management of investment and cash portfolios, ensuring that TLT and Finance Committee are fully informed and able to make appropriate decisions. Ensure that cash and investment returns are maximised, and that disinvestment/investment is carried out in accordance with the charity investment strategy. 5 Strategies, policies and procedures Review the charity s finance and procurement strategies, policies and procedures on an ongoing basis and where appropriate recommend and implement agreed changes arising both from work with TLT members and from expected/actual developments in the Charity s activities. 6 Legal, regulatory and compliance matters Work in partnership with the head of corporate services to ensure that all relevant legal, regulatory and compliance matters are appropriately managed, including HMRC requirements. Ensure that all key contacts are appropriately checked and monitored.

4 7 Advice and support Work with other members of the finance and corporate services directorate to cascade guidance and advice in a format that is appropriate for the audience, in particular, in relation to staff generating business cases and option appraisals. 8 Business partnering Lead the team to deliver first class business partnering services and shadow business partners as appropriate to enable better understanding of relevant business areas. 9 Team management Provide strong leadership and management of the finance and procurement team and sustain an effective team that achieves its objectives. Ensure that team members are effectively supported, developed and challenged. Set clear individual objectives, ensure regular feedback and effectively manage any areas of underperformance. Coach, motivate and develop the team ensuring a high internal team profile which is grounded in a strong sense of customer service and professional knowledge 10 Other matters Deputise for the director of finance and corporate services as and when required. Participate periodically in charity-wide projects as required. Foster an ethic of transparency in all aspects of work. Undertake any other reasonable duties, as determined by the director of finance and corporate services.

5 Person specification Knowledge, skills and experience: key requirements Requirement Evaluation Stage 1 A fully qualified accountant with Central Council of Accounting Bodies (CCAB) professional body along with evidence of continuous professional development (CPD). App 2 Significant experience of financial management within a complex organization, including for instance development of monthly management accounts, financial reporting, monthly and annual and accounts. Tracking financial performance and working with key performance indicators (KPI). App 3 Understanding of effective financial processes, controls and budgetary tools, including ability and experience of implementing systems effectively across an organisation. 4 Proven experience of supporting the organisation s strategy by implementing policies and procedures. 5 Proven track record of leading and managing staff such as coaching and performance management. Commitment to working as part of a team and leading on delivering a business partner service to the organisation. 6 Able to communicate effectively with a wide range of audiences Able to explain complex ideas and principles in a manner that is appropriate for the audience. Able to understand the organisation and translate financial data into information which can underpin effective decision-making. 7 Experience of working in a charitable/non-for-profit organisation. 8 Advanced Excel skills.

6 Desirable requirements Requirement Evaluation Stage 1 Experience in contract management including strong negotiation skills and maintenance of effective supplier relationships 2 Proven ability to manage multiple projects under time constraints Competencies We will be looking for evidence of the following competencies during the selection process. Competency and description Evaluation Stage 1 Setting direction: understanding your role, planning and prioritising work for yourself, and/or others. 2 Business awareness: being aware of the impact of arthritis and championing what we do using internal and/or external insight effectively. 3 Change and innovation: looking for ways to improve what we do, engaging and adapting to change and being aware of and managing risk 4 Delivering results: using and planning the resources you have responsibility for to ensure delivery of agreed plans and priorities. 5 Problem solving: identifying, understanding, resolving and learning from problems. 6 Accountability: taking responsibility for your actions and behaviour using feedback to learn and develop 7 Teamwork: contributing to and supporting your team utilising individual and shared learning and development.

7 8 Effective relationships: understanding how your behaviour affects others, showing trust, and collaborating positively. 9 Two-way communication: understanding and listening to others whilst communicating effectively using appropriate channels. Criminal Record Check Requirement This role DOES NOT require a Criminal Record check