JOB DESCRIPTION: Job Summary

Transcription

1 JOB DESCRIPTION: FINANCE MANGER ACCOUNTABLE TO: BASED AT: DIRECTOR OF CORPORATE SERVICES ST ELIZABETH HOSPICE Key Working Relationships Senior Management Team Any member of paid staff Volunteer staff Board of Trustees Payroll Bureau Pension Advisers Bank staff External Auditors Her Majesty s Revenue & Customs Clinical Commissioning Groups (CCGs) General Public Job Summary The post holder, in conjunction with the Director of Corporate Services, is responsible for the maintenance and development of financial systems and procedures, reporting of financial performance, production of final accounts and compliance with agreed financial policies and procedures and legislation.

2 Key responsibilities Financial Control Ensure that financial systems and procedures are established and maintained and developed to meet the following requirements: o Production of Statutory Accounts in accordance with current accounting good practice and the Charity Commission s Standards of Recommended Practice(SORP) o Production of financial reports for the Finance Committee Trustees and Hospice and Service Directors o Compliance with accepted recommendations from Hospice s Auditors o Risk control In conjunction with the Hospice and Service Directors collate annual budgets for presentation to the Finance Committee and the Board of Trustees. Ensure that the Hospice s Statutory Accounts are produced in accordance with an agreed timetable, liaising with the Hospice's Auditors as required. In conjunction with the Hospice and Service Directors develop and participate in training programmes for all staff involved in budgetary control and/or in the receipt of income. Support and lead the finance team, ensuring that the training needs of the team are met. Ensure that all invoices are paid accurately and timely. Ensure that salary and related payments are made accurately and timely Ensure the prompt recovery of income tax reclaimable through Gift Aid, legacies and any income taxed at source and keep up to date with changes in tax legislation. Ensure the payment and recovery in respect of VAT by agreed dates and perform necessary calculations for annual adjustments agreed with HMRC. In conjunction with the Support Services Manager ensure that the Hospice maintains an appropriate Assets Register. Ensure that bank account holdings are adequate using cashflow projection techniques and where appropriate ensure funds are moved to higher interest bearing accounts. 2. Strategic Developments: With the Corporate Services Director develop and implement the financial strategy by identifying key actions needed to maintain financial balance.

3 3. General: Lead, support, supervise and train all staff (paid and volunteer) within the Finance department ensuring good communication and collaboration throughout the hospice. In conjunction with the Director of Corporate Services evaluate existing financial systems and ensure compliance with financial probity. Support Hospice Directors and others in negotiating statutory and other grants through providing information and relating financial information to activities where required. Work with the Fundraising Director to ensure that donations and donor activity is managed for the benefit of supporter relations. Maintain an awareness of developments in financial services, recommendations for good practice and legislative requirements and advise accordingly. Ensure systems are in place throughout the Hospice to quantify projected income from all sources. Participate in other activities as may be required from time to time. Respect confidentiality. General The post-holder will have access to confidential data on staff, patients and services within St Elizabeth Hospice. Failure to maintain confidentiality will lead to disciplinary action, which could ultimately lead to dismissal. The post holder may be required to participate in the assessment of risk and thereby contribute towards clinical and corporate governance agenda as appropriate. The post will be subject to regular annual staff development review The post holder will be expected to produce work of a high standard and to promote quality at all times. St Elizabeth Hospice is committed to Equal Opportunities for all present and potential members of staff and patients. Therefore St Elizabeth Hospice expects all employees and volunteers to understand, support, and apply this policy through their working practices which requires all individuals to be treated with respect, dignity, courtesy, fairness and consideration. To obtain a copy of the Equal Opportunities policy contact the personnel department The post holder will be expected to keep themselves updated on all matters relating to Hospice procedure and policy. The post holder must familiarise themselves with matters relating to health and safety management as they affect them personally and/or the Hospice, reporting any potential risks to life or property immediately in accordance with the

4 Hospice s Health and Safety policy and procedures. They must use all equipment provided to undertake their role safely. Refrain from smoking in any area of the Hospice premises not designated a smoking area. Where you are a member of a professional body you are required to conform to the professional standards set by that body. You are required to ensure your registration is current and practice continuous professional development The philosophy of the Hospice is based on an interdisciplinary approach and employees and volunteers are required to participate in this concept. The post holder is legally required to have regard to the Mental Capacity Act 2005 Code of Practice. This is an outline Job description and may be subject to change, according to the needs of the service, in consultation with the post holder.

5 Person Specification Finance Manager Factor Essential Desirable Qualifications Qualified accountant; or five years relevant experience at senior level Experience Experience of, and commitment to, providing a reliable, responsive accounting service within an organisation with at least 100 employees Experience of producing accurate and timely management accounts for a complex medium sized organisation Experience of capturing data to produce reports and of exporting and manipulating data using spreadsheets (Excel) Experienced Excel user. Able to use and develop complex spreadsheets including pivot tables. Experience of leading and managing a finance team. Experience of working with nonfinancial colleagues to deliver financial budgets and plans. Experience of working with external professionals e.g. auditors, investment managers Knowledge Broad based knowledge of the business environment Knowledge of managing digital accounting systems (ideally SAGE 200) Training team members Experience of developing new systems Working with volunteers Experience in using Raisers Edge or other fundraising software Knowledge of charity accounting, e.g. SORP Understanding of hospice philosophy Communication skills Excellent verbal and written communication skills with staff, volunteers and external agencies. Able to teach team members. Tactful. Able to explain financial reports to lay person. Skills in presenting to an audience e.g. of Trustees.

6 Personal Attributes Self motivated & motivator. Professional integrity Enthusiastic & positive. Flexible approach. Inspires confidence Strategic thinker Leadership qualities Committed to collaborative working Innovative.