Older People and Independence

Transcription

1 JOB DSCRPTON Job Title: Department: Financial Controller Finance Salary Band: Circa 49,000 Reporting to: Direct Reports: Location: Head of Finance Finance Officer ncome, Finance Officer xpenditure, Finance Administrator London Office: 18 Avonmore Road, London, W14 8RR About us ndependent Age is a charity founded over 150 years ago to provide older people and their families with clear, free and impartial advice on the issues which matter to them. n 2015 we began an ambitious 5 year programme to greatly increase the impact of ndependent Age by significantly expanding our services and campaigning activities. By 2020 we aim to: Have increased our support for the most vulnerable and in need by tenfold Distribute our resources to over one million people annually Respond to over 100,000 enquires each year Double the number of regular visits and calls to lonely older people ncrease our influence on government Our values Work Together "We work together internally and with outside partners to achieve big results" Trust and Respect xxxxx "We act with honesty, openness and integrity and recognise the contribution each of us makes" Older People and ndependence "We put older people at the heart of everything we do" Think Big "We are bold, willing to take responsibility and to adapt Be ffective when we need to" "We deliver a high quality service, using our resources well to deliver value" Job Purpose The post holder will be responsible for all aspects of financial and management accounting of the charity and its subsidiaries; and, by working in close collaboration with the Finance Manager and the Financial Analyst, ensure smooth running of the charity s finance department. Title, date 1

2 Main Duties The main duties are as follows: Reporting: Produce timely and accurate monthly management accounts with supporting narrative. Produce monthly cash flow and balance sheet with historical and forecast information with a clear financial context to enable users decision making. Assist the Head of Finance in presenting reports to senior executives and board members. n liaison with Finance Manager ensure quality and timeliness of month end process. Financial planning: Support the Head of Finance through managing annual financial planning cycle in liaison with Finance Manager and Financial Analyst; provide guidance and support to budget managers during this process. Commercial: Business partnering a range of internal stakeholders. Support managers in providing information and analysis for bids and contracts and follow up reporting as required. Support managers in commissioning services and supplies to ensure that the charity obtains value for money. nvestment: nsure secure administration of the charity s funds; ensure reconciliation of fund managers reports to the charity records and compliance with investment and reserves policies and accounting rules. Treasury Management: Manage the charity s cash flow, ensuring adequate liquidity whilst maximising interest receivable and investment returns. Maintain all bank and investment mandates. Annual accounts: Produce Annual Financial Statements and Notes ensuring they are fully compliant with the Charity SORP and other relevant regulatory requirements. Support year end process. Lead on timely completion and submission of audit deliverables. Continuous improvement: nsure quality control over financial transactions and financial reporting. Pro-active in continually improving our financial management, processes and systems to support high quality operational delivery. Compliance: Manage and comply with all relevant regulations. Maintain all necessary accounting records as required by charity regulation, VAT and tax regulations. Develop and document business processes and procedures to maintain and strengthen internal controls in line with charity s Financial Regulations. Team development: Develop and lead a high performing team. nsure the team has: - Clear objectives and effective and efficient monitoring systems to appraise performance and progress. - ffective personal development plans to ensure professional standards are maintained and developed - ffective performance management, reporting, early warning and improvement systems in place to minimise the operational risks. - Processes in place to ensure observance or policies, legislation and performance standards Other Duties Any other duties commensurate with the grade and responsibilities of this post. 2

3 Competencies Customer centric nsures that the highest possible quality of service is provided to the older person. Collaborative Works with others to share ideas, knowledge and best practice to achieve the best possible outcomes for older people. ngenious Able to look beyond the obvious to generate the best possible outcome for the older person and the organisation. Trustworthiness and ethics Displays interpersonal skills and personal values which are in line with the organisation s Values. Driven to deliver Displays an inner drive to deliver the best possible outcomes and a determination to succeed and overcome obstacles. Horizon scanning Constantly remains abreast of developments which impact on the organisation and takes appropriate action to act on change. Leading others Proactively takes action to enhance the capability, morale and performance of the team by influencing individuals. Creativity and innovation Fosters and encourages an environment which supports creativity and innovation in all aspects of performance. nspiring others nspires and motivates others to achieve high levels of performance. Results focused Constantly seeking new opportunities, proactively takes action to ensure required results are delivered. Job descriptions cannot be exhaustive and so the post-holder may be required to undertake other duties which are broadly in line with the above key responsibilities. ndependent Age is committed to equality of opportunity and of eliminating discrimination. All employees are expected to adhere to the principles set out in its qual Opportunities Policy and all other relevant guidance/practice frameworks. 3

4 Criteria Requirements ssential () Desirable (D) vidence Source: Application (A) nterview () ducation & Qualifications Professional accounting qualification ACA/ACCA/CMA with a minimum of 5 years post qualification experience vidence of continued professional development A xperience of working in the charity sector D A/ Knowledge and experience of preparing Statutory Annual Accounts using SORP for a significant complex charity A/ Knowledge and understanding of internal controls, core accounting systems and processes. A/ Management of the year end process including audit. A/ Managing planning and budgeting within agreed schedules. A/ xperience & Knowledge xperience of managing the administration of an investment portfolio. vidence of disciplined approach to planning and reporting timetables and applying high quality and professional standard for ad hoc and routine deliverables e.g. monthly/ annual reporting. vidence of continuous development of systems and processes, including specification, selection and implementation of accounting, budgeting and reporting systems. A/ A/ A/ vidence of business partnering with operational managers, including business support (e.g. contracting and fundraising bids) A/ Working knowledge of tax and VAT in the charity context A/ Strong people manager who can evidence development of staff A/ 4

5 Proficient in spreadsheets, accounting systems applications [preferably SUN] and reporting tools and MS Office. A/ Ability to work to tight deadlines Skills & Abilities Strong written and verbal communication skills Up-to-date technical skills Strong focus on controls and a high attention to detail. vidence of commitment to developing own personal effectiveness and using feedback to improve performance as an individual and team. A/ A/ A/ Ability to organise, prioritise own and team workload. Strong commitment to our values and our values-led behaviours 5