Job description. Working for Age Concern Hampshire

Transcription

1 Job description Job Title: Location: Hours: Salary: Finance Officer Age Concern Hampshire HQ, Winchester 37 hours per week Dependant on Experience Working for Age Concern Hampshire Everyone employed by Age Concern Hampshire is expected to be familiar with, and work in support of our objectives and values. Age Concern Hampshire s object is to promote the relief of older people in any manner which is now or hereafter deemed by law to be charitable, in and around the historic County of Hampshire. Our vision is that getting older is a positive experience, where all older people are respected, valued and able to make informed choices. Our mission is to help older people increase their independence, knowledge, income, wellbeing and sense of purpose. We will do this by: Providing access to a range of services to support the needs identified by older people within Hampshire; Ensuring that appropriate information and advice is available, and Providing a caring and supportive community to ensure older people, their carers and families achieve a better quality of life. Our Values are: Trust, Fairness and dignity, Effective communication, Volunteering, Being open to change, Partners and Quality.

2 Main purpose and scope of the role: To assist the Head of Finance with protecting the assets of Age Concern Hampshire and Age Concern Hampshire Trading Ltd by maintaining complete and reliable records to prescribed standards and in line with established procedures. To record all income, expenditure and liabilities and assist with preparing management and financial reports that provide meaningful information and support effective management decision making and inform business strategy. Relay information from the accounting department to the management team, budget holders and other internal and external stakeholders. Reports to: Head of Finance Duties and key responsibilities Financial information and monitoring Processing all financial transactions relating to the Sales and Purchase ledgers for the Charity and Trading Subsidiary into Sage. Reconciling debtors and creditors ledgers and following up on open items. Processing bank transactions, petty cash and transfers and regularly reconciling all bank and cash accounts. Providing help and advice to budget holders on all finance & accounting related matters. Assisting with timely production and distribution of monthly management reports to budget holders. Assisting with preparing financial reports and information for the Senior Management Team, Governing Committee Members and other relevant stakeholders as required. Assisting with monitoring income and expenditure activity across the business divisions by periodic checks on the nominal ledgers. Accounting for shared services Assisting with accounting for income and expenditure in relation to shared services between Age Concern Hampshire and Trading. Accurately processing the information received and reconciling the transactions including the inter-company ledgers. Ensuring that payments for shared services are made correctly and in time. Assisting budget holders in preparing budgets for and monitoring shared services. Financial Planning & Budgeting Assisting in the annual planning and budgeting process including preparing budgets and forecasts. Provide financial information to the Head of Finance and Senior Management Team from time to time.

3 Related Duties Assisting with the maintenance and development of financial systems to improve record keeping and reporting. Reconciling account and general ledgers, journals and corrections. Assisting with internal and external audit exercises. Supporting the efficiency of the department by providing cover for co-workers in the Finance and Accounting Department. Keeping abreast of new developments in accounting and financial reporting. General responsibilities Manage own administration, filing and time effectively to ensure targets are met. Identify and undertake training and development activities as required. Maintain records on vehicle administration and utilities identifying areas needing action. Contribute to a clear focus on driving improvements in quality, impact and performance Support Age Concern Hampshire s Mission, Vision and Values Become familiar with and comply with the policies and procedures of Age Concern Hampshire Undertake any other duties commensurate with grade which may be required Responsibilities common to all staff Data protection All employees responsible for using data must follow national data protection principles to ensure the information to which they have access is used: fairly and lawfully for limited, specifically stated purposes in a way that is adequate, relevant and not excessive and is: accurate kept for no longer than is absolutely necessary handled according to people s data protection rights kept safe and secure not transferred outside the European Economic Area without adequate protection. Financial Services and money laundering Age Concern Hampshire, Charity No , is authorised and regulated by the Financial Conduct Authority, FCA number All employees should be aware of the FCA regulations requiring ACH to apply risk-based customer due diligence measures and take steps to prevent our services from being used for money laundering or terrorist financing. Health and Safety Age Concern Hampshire places paramount importance on the health, safety and welfare of its employees at work. We aim to exceed the minimum statutory obligations for health and safety. Under the Health & Safety at Work Act (1974), it is the responsibility of the employee to take care of his / her own health and safety and that of others who may be affected by his / her acts at work. Flexibility The employee is expected to be flexible in attending meetings at varying times and able to meet the challenges and opportunities of working within Age Concern Hampshire.

4 This role description is not exhaustive and is a reflection of current requirements. The employee is expected to view it as a guide rather than an exact description of duties and responsibilities. It may be subject to variation from time to time. Date Written: August 2017 Person Specification follows below

5 Age Concern Hampshire Person Specification Job title: Finance Officer This person specification sets out the essential qualities we are seeking for the role. Your application should demonstrate how you meet the criteria through voluntary, unpaid and paid work. Criteria Essential Desirabl e Qualifications & Training Minimum of 1 year experience working with both Sales and Purchase ledgers including reconciliation Qualifications & Training Skills & abilities Formal book-keeping qualification AAT or equivalent or student of professional accountancy body Experienced user of Sage 50 or similar software Competent IT skills using excel & word Knowledge Can demonstrate analytical skills with excellent attention to accuracy and detail and a methodical approach supported by good communication skills.it skills Good Knowledge of accounting terms and concepts Awareness of financial regulations and legislation and Charities SORPS. Other requirements Values Ability to show initiative and recommend improvements to finance and administration systems and procedures Works well as part of a team Ability to cope and prioritise a demanding workload. Positive can-do attitude with a hands-on approach. Adaptable, able to work on own initiative and under pressure and to deadlines Ability to empathise with older people, with an interest in their welfare Commitment to and ability to work towards the Vision, Mission and Values of Age Concern Hampshire

6 Flexible approach to work to adapt to changing work demands and to support priorities of charity A commitment to bring our Values to life in everything we do Demonstrable commitment to inclusive working, ensuring equality and valuing diversity A passion for the 3rd sector Date written: August 2017