Candidate Information Pack

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1 Candidate Information Pack Finance Officer (Trainee) Expenditure. PJB0005 Business Finance Exeter Closing Date for applications: 22 June 2016 All disabled applicants meeting the essential criteria will be interviewed. 1

2 Contents Thank you for your interest in a career at DCH. Inside this pack is information about the company, our values and the role you are interested in applying for. We hope this will be helpful for you. Inside this pack: Introduction to DCH Our vision and aims Living our values Job description Person specification Reward offer Please apply using our online recruitment system. If you have any questions about the role, the reward offer, or our recruitment process, please contact our HR Team on applications@dchgroup.com or telephone on

3 Introduction to DCH DCH (formerly Devon and Cornwall Housing) is a significant and ambitious employer in the south west, investing in our communities and building new affordable homes for rent and sale. We are influential nationally within our sector, financially strong and socially focussed. We continue to grow and in March 2015 amalgamated to form a group of nearly 900 enthusiastic and hardworking staff with a turnover of around 120m. Together we deliver services that make a huge difference to individuals, families and communities across Devon, Cornwall and recently, Somerset. Importantly, we believe passionately that we are changing people s lives through access to decent, secure housing, high quality support services and the regeneration of local communities. We have high performance in all areas of our work. Customer satisfaction is strong and continually improving financial indicators give us choices on how we can invest in the communities where we work. Click here to return to the contents page 3

4 Our vision and aims Our vision Our vision is of a growing and developing business that is valued by our customers; investing in new and existing homes that people want to live in, strengthening communities that will be sustainable into the future, and improving prospects and opportunities for people across our areas of work. Our aims We have three core aims running through everything we do: Delivering great customer service delivering the best possible services and homes that we are proud of achieving high levels of customer satisfaction with an emphasis on meeting customer needs flexibly enthusiastic and passionate staff that live our values. Investing in the communities where we work being an enabler for people to improve their own situations, overcoming barriers and enhancing opportunities target our investments in areas of work which will have the greatest impact on DCH residents. Growing our business developing new homes, as well as wider business growth opportunities becoming an agile organisation that responds effectively to change increasing financial independence from government, no longer solely relying on public subsidy to grow our business. Click here to return to the contents page 4

5 Living our values Embedding our values into the way we work Putting customers first At DCH we are proud of the great service we deliver. We know the importance of listening to our customers, showing we understand their needs through responding appropriately and acting in a professional and caring way. Learning and improving At DCH we are always looking for ways to improve what we do and the way that we do it. We welcome learning, making time for review and sharing ideas, and actively seeking feedback from others to improve our performance and that of DCH as a whole. Making things happen At DCH we work hard to achieve our objectives. We are accountable for our actions and have a can do attitude, approaching challenges collaboratively with energy and focus. Honesty, respect and leadership At DCH we value our colleagues, customers and stakeholders and understand the impact that great working relationships have on our happiness at work and ultimately on our customers experience of our service. Click here to return to the contents page 5

6 Job description Job title: Responsible to: Responsible for: Purpose: Finance Officer (Trainee) - Expenditure Finance Supervisor Not Applicable To undertake on the job training, over a period of up to 18 months, to become proficient with: Processing invoices via the Group s purchase ledger systems. Provide assistance with the Group s payment runs in accordance with procedures and within the published timetable. Making other payments, outside of scheduled payment runs, as required, and to maintain all associated records. Administering bank and procurement card payments. Providing a customer focused service to the group at all times. Key objectives: The key expected outcomes for the role (within a structured training plan) are to: 1. Purchase Ledger Process invoices on the DCH purchase ledger system (Soprano). Resolve queries from DCH staff & suppliers via & on the telephone. To carry out the purchase ledger payment runs for all group companies. Make ad hoc payments by Bacs, CHAPS or cheque as necessary. Make changes to supplier details on the groups systems adhering to strict guidelines. Implement Construction Industry Scheme procedures, including maintenance of records, and assist with Inland Revenue returns. 2. Bank Accounts and Processing To review General bank statements and complete journals as required. Administer procurement card processes & associated reconciliations. Administer petty cash floats including re-imbursement and arrangement of cheque cashing facilities. 3. Effectiveness For the areas of responsibility, ensure that appropriate procedures are in place and regularly reviewed and updated. Ensure that all agreed personal and performance standards are achieved. 6

7 Inform the Finance Supervisor - Expenditure of any areas of serious concern, advising on corrective measures where possible. Promote customer service and continuous improvement throughout areas of responsibility. 4. Personal Conduct and Other Responsibilities Adhere to and promote the group s values, policies, and procedures, with special attention being given to the procurement, value for money, equality & diversity, data protection and health & safety policies. In particular to use any equipment in accordance with the instructions and any training provided and wear personal protective clothing and safety equipment as directed. Ensure high levels of customer service are maintained in all dealings with colleagues, residents and members of the public. Undertake other responsibilities consistent with those set out above, by agreement with the Group Financial Manager. 5. This job description covers the main duties and responsibilities of the post, but it is not exhaustive. The post holder is expected to undertake any other reasonable duties within their capabilities and the scope of the post. In such circumstances appropriate training will be provided. Fundamental changes to the job description will only be made after consultation with the post holder. Click here to return to the contents page 7

8 Person specification Job title: Qualifications: Finance Officer (Trainee) Expenditure GCSE s in English and Mathematics to Grade C or above. Experience and knowledge: Experience of inputting data to a high level of accuracy. Experience of working within a Finance Team. Experience using banking/payment software. (D) Experience of Soprano or other purchase ordering systems. (D) Experience working with computerised accounting systems. (D) Knowledge of social housing. (D) Skills: Use of Microsoft office applications in a business environment, particularly Excel. Ability to determine priorities. Good oral communication. Ability to adapt and to take a positive approach to change. Intermediate Excel spreadsheet ability. (D) Personal Attributes: Committed to the purpose, aims and values of DCH and in particular promoting high levels of customer service. A can do attitude to make things happen and deliver quality work on time. Capable of prioritising effectively and working to deadlines. Honest, trustworthy, reliable, team player. Flexible approach to role and positive attitude to change. Shows initiative and is able to identify and resolve issues. Attention to detail. DCH Values and the Neighbourhood Manager Our values are integral to how we recruit, induct and learn, enabling high performance, inspirational leadership and a supportive team-working culture. Putting customers first: Customer Focus - Able to provide an excellent service to all customers in accordance with DCH values. Demonstrate a passion for delivering excellent services. Team Working - Able to work as part of a team, showing commitment to team goals and values, and able to lead and set a customer-centric culture. 8

9 Committed to working with colleagues across the Group to ensure they are supported to deliver great services for customers. Learning and improving: Personal Impact - Aware of impact and appropriateness of own personal style, and able to persuade and negotiate with others to achieve win/win situations. Responding to Change - Continually striving to improve work processes in line with business needs. Using Technology - Able to use information technology to collate, arrange, organise and analyse data quickly and efficiently. Innovation - Able to produce and implement innovative ideas which are practical and imaginative, and can draw upon experiences and apply them to other areas/situations to help generate ideas. Financial/Numerical Awareness - Understands the financial implications of individual and team actions on day to day activities and on the business. Ensures customer insight data is captured and feedback is listened to and acted upon to improve the range and design of services. Proactively researches best practice and new opportunities to drive the development of services. Making things happen: Planning and Organising - Ability to think ahead, to plan, prioritise and schedule activities to deliver organisational objectives. Managing Projects and Performance - Able to use project management techniques to achieve activities and goals. Committed to delivering quality work and meeting deadlines, making effective use of available resources. Honesty, respect and leadership: Communication - Ability to listen and communicate clearly and effectively. Judgement, Decision Making and Problem Solving - Ability to assess the extent and scope of a given problem or issue and decide what action to take. Leadership - Motivates, inspires and supports others to achieve shared goals, and builds teams through effective communication, getting the best from others. Business Awareness - Ability to relate local and national market conditions to broader business issues. Champions customers and achieving excellence across the Group and ensures the organisation s different services and contributions are joined-up. Able to lead a geographically dispersed team, managing competing priorities and achieving tight deadlines whilst delivering quality work and agreed outcomes. All criteria are considered to be essential, unless indicated as desirable (D) Click here to return to the contents page 9

10 Reward offer At DCH we are committed to building great homes and communities across the south west, and we also want to be a great place to work. Below are the key benefits available with this role: Job title: Contract: Location: Remuneration: Hours of work: Annual leave: Pensions: Child care vouchers: Healthcare cash plan free to all staff: Employee Assistance Programme: Finance Officer (Trainee) - Expenditure Permanent Exeter 17,500 to 22,000 per annum 37 hours per week. Your annual leave entitlement will commence at the rate of 26 days per year pro rata. This will rise on a scale of one day per year after you have worked a full holiday year to a maximum of 30 days pro rata. Choice of defined benefit or defined contribution both operated by SHPS. Please contact the HR team for further information. Under a salary sacrifice scheme the Company will purchase childcare vouchers for parents with children under 16 who are with registered providers. This includes cash back on a wide variety of healthcare treatments including optical, dental and much more including shopping discounts. The Company provide an Employee Assistance Programme for all staff providing help and support on a wide range of issues. Members of our customer scrutiny group ServiceWatch, which was recognised nationally at this year s TPAS awards. 10