JOB DESCRIPTION. Leeds (with regular travel to London and regional offices)

Transcription

1 JOB DESCRIPTION Job Title: Location: Reports To: Senior Finance Business Partner Leeds (with regular travel to London and regional offices) Assistant Director - Finance Date Prepared: May 2015 PURPOSE Lead the management accounting function providing finance business partnering support to all parts of the group producing high quality financial information and advice in a timely and accurate way, ensuring the integrity of the ledger is maintained at all times. In addition provide line management support to the assistant finance business partner. NATURE & SCOPE The NHS Confederation is the independent membership body that represents all types of providers and commissioners of NHS services in England, Wales and Northern Ireland. Its business operations are performed through two entities, the NHS Confederation and its subsidiary company. It consists of forum and network led programmes that help represent and bring together members. In addition the NHS Employers and the European office form part of the group. The Finance Business Partner will work across the group supporting all budget holders whilst also being a point of contact for financial related queries across all offices. This is a role that will require the postholder to work flexibly and remotely on occasions to be a success. Reporting to the Assistant Director - Finance, the post holder will be responsible for running the management accounting function with the provision of high quality financial advice including, financial reporting, budget setting, forecasting, variance analysis and ad-hoc information relating to all budgets. The postholder will be required to understand the work that budget holders are undertaking and be able to interpret this into sensible and workable financial solutions that are in the best interests of the charity. They should be seen as an enabler in allowing the successful completion of new and existing work programmes and projects and will be required to work with staff working at all levels. In addition the post holder will be responsible for line managing a dedicated assistant

2 STRUCTURE CHART Director of Internal Affairs Sarah Walter Assistant Director Finance (Senior Manager) Ed Browne Senior Finance Business Partner (Manager 3) VACANT Finance Officer (Professional) Maria Gelsthorpe Project Accountant (Manager 3- Fixed Term 9 Months) Zoe Bridge Finance Business Partner (Professional) Emma Harrison Credit Controller (Administrator) Lisa Tasker Finance Assistant Purchases (Administrator) Antony Hilditch ACCOUNTABILITIES Support the Head of finance in providing sound financial advice on all business activities by leading the management accounting function Provide robust and timely financial advice and support to budget holders and senior staff including costing and pricing strategies that enable the business to respond quickly and appropriately to commercial opportunities. This will include working closely with the purchasing team and having a good awareness of VAT and contracting issues. Provide high quality financial analysis of income and expenditure, including investigation of variances and production of accurate and meaningful forecasts that support business decisions. Work closely with the financial accounts team to ensure income is billed on time and is reflected in reporting. Lead the monthly financial reporting process including drafting SMT and board reports. Ensure regular visits and meetings with all budget holders at all levels to ensure effective control of budgets, providing sound financial advice or solutions that keep the business moving. Ensure these reconcile to the management accounts databases.

3 Support the Head of Finance in leading the preparation of budgets during the business planning process in particular ensuring staffing, non pay and overheads are accurately costed. Support the Head of finance in the preparation of the Annual Financial Statements and working papers for audit. Ensure that all month end journals including accruals, prepayments, depreciation and deferred income are posted in a timely and accurate way with supporting information if appropriate. Devise and implement an effective system that ensures forecasting is undertaken well in the organisation and can be used to make informed business decisions. Devise and implement effective costing and pricing methodologies that are consistent and usable by non-finance staff. Make suitable arrangements to cover absences in your team. Preparation of ad hoc financial information as requested by budget holders Lead the training function of the finance team including presenting updates, briefings and technical specific training sessions. This will need to be linked closely to inductions. Line manage one member of staff ensuring effective working relationships that contributes to a high achieving finance team. Contribute to the development of improved financial systems and ways of working. Provide support to non financial staff in all offices in the day to day use of the purchase ordering system. Day to day administrative duties in maintaining accurate and up to date financial records. Deputise for the Head of Finance as necessary. KNOWLEDGE, SKILLS AND EXPERIENCE The postholder will be CCAB qualified and will have significant experience working within a management accounting function (ideally as a Finance Business Partner) and be comfortable providing financial advice to non-finance staff. A good level of experience using financial systems (e.g Access Dimensions) is essential. In addition, the postholder will need to be technically sound at applying

4 accounting techniques in order to do the job effectively. Excellent IT skills are required, including advanced excel skills (e.g able to manipulate a spreadsheet of data, use formulae, lookups, and pivot tables). Also key to performing well in this role will be: Good influencing skills Highly developed and effective communication skills Self motivated and able to act on own initiative SAFETY Health and Safety at Work Act The jobholder is required to take reasonable care for the safety and health of themselves and others who may be affected by their acts; and to co-ordinate with management in the promotion and maintenance of health and safety measures. SIGNATURES Jobholder Name Signature Date Manager Name Signature Date Director Name Signature Date

5 ATTRIBUTES ESSENTIAL CRITERIA DESIRABLE CRITERIA DEMONSTRATED BY Education/ Qualifications Experience Knowledge Skills Other information CCAB professional qualification 3 years working in a managing accounting function in a senior role Comprehensive IT skills including all forms of MS Office. Experience of using financial packages & databases Awareness of corporate structure and VAT requirements Comfortable providing financial advice to directors Extensive knowledge and understanding of financial ledger systems Technically sound at applying accounting principles Excellent Excel skills Well organised and able to work to timescales and deadlines Excellent communication skills (both written and oral) Able to work with minimum supervision Ability to work effectively as part of a team Confidence to provide financial advice to staff from all levels of the organisation Excellent problem solving skills Attention to detail and accuracy Ability to prioritise and manage own workload and conflicting priorities Self motivated Team player 3-5 years post qualification experience Commercial acumen Application Application,

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