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Senior finance manager

Bath
Costello Medical
Finance manager
Posted: 11 July
Offer description

Position Title:Senior Finance Manager

Responsible to:CEO

Salary:£40,000 FTE, Salary pro rata at £24,000 (0.6FTE)

Benefits include:Flexible work environment, 23 days annual leave (pro-rata) which increases after 2 years, 3 Volunteering Days (pro-rata), 3 Trust Days, Death in Service, Employee Assistance Programme, Auto Enrolment Pension, paid agreed expenses.

Location:Home-based with the ability to travel nationally (including small number of overnight stays)

Term:21.75 hours a week (0.6 FTE)- permanent

Closing Date:15 July, 5pm

Interview Dates:21 and 24 July

Interview Format:Interviews will be conducted by video conference

About Dame Kelly Holmes Trust

Dame Kelly Holmes Trust puts world-class athletes shoulder to shoulder with young people. Equipping them with a winning mindset and shaping their futures - it's a teammate like no other.

Whether that’s building relationship skills, improving self-esteem or learning to stay focused, our sporting champions help the next generation move forward with confidence.

By 2032, our ambition is to support 10,000 young people to become the best version of themselves. Find out more by reading our strategy document - www.damekellyholmestrust2021.webflow.io

Application Process

Please send your application (CV and Cover Letter of no more than 2 pages) to recruitment@damekellyholmestrust.org – your Cover Letter should demonstrate how you meet the key responsibilities of the role and job criteria listed below.

We actively welcome and encourage applications from candidates of diverse cultures, perspectives and lived experiences. To ensure an inclusive recruitment process, all Cover Letters and CVs are anonymised before shortlisting.

Please contact recruitment@damekellyholmestrust.org if you need any additional support with the application process.

JOB DESCRIPTION

Reporting to the CEO, we are looking for an experienced charity finance person, with accountancy qualifications.(CIMA,CIPFA, CCAB, ACCA, AAT etc)

This a pivotal role and the post holder will be a member of the Trust’s Senior Management Team, with responsibility for overseeing all aspects of the Trust’s finances, working closely with CEO and Board.

The role would suit someone who is motivated by the Trust’s purpose and who is good at building relationships.

We are a home working charity which is committed to flexible working.We are open to considering a range of working patterns for this 0.6 FTE role.

Main responsibilities

·Alongside external accountant, manage the maintenance of the financial accounting system and monthly accounting processes (BACS runs, Expenses, Accruals, Prepayments, Deferred Income, Payroll etc)

·Review management accounts and liaise with accountants over variances.

·Lead on annual budget process

·Maintain and report on regular forecasts throughout the year

·Monitor individual programme funding to ensure all spend is within budget

·Lead on annual audit and creation of statutory accounts by external accountants.

·Distinguish between Restricted and Unrestricted funding to ensure compliance is met and classification is correct

·Support and advise budget holders in matters relating to the financial management of their departments

·Provide financial input to assist with new funding bids and reports to existing funders and partners.

·Ensure appropriate systems and internal financial controls are implemented and maintained

·Responsible for some areas of governance including insurance, Companies House and Charity Commission registration

·Secretariat for the Finance and Audit Committee

·Attendance to SMT, Board and Finance and Audit Committee meetings, including production of relevant reports

·Responsible for certain policy reviews including; Finance, Expenses, Reserves

·Provide financial information and analysis to the Board, SMT and the wider staffing team as and when required

·Ensure that compliance with relevant financial legislative and regulatory requirements including the Charity SORP are met.

·Manage reporting to Companies House, the Charities Commission

·Support the overall mission of the charity and occasionally carry out other duties as required by the CEO

Other responsibilities

·Role model the Trust’s values and behaviours and coach individuals to do the same;

·To ensure that a positive image of Dame Kelly Holmes Trust is projected at all times;

·To contribute to other activities undertaken by Dame Kelly Holmes Trust;

·To contribute to organisational effectiveness through positive team working;

·To adhere to Dame Kelly Holmes Trust Health and Safety & Safeguarding Procedures.

Criteria (E essential/D desireable)

How evidenced/assessed (Interview/Application)

Knowledge and Experience

Knowledge of charity finance, including restricted and unrestricted funds.E/Interview/Application

Experience of managing income and expenditure across a range of income streams and budgets.E/Interview/Application

Experience supporting governance, compliance and regulatory requirements, ensuring adherence to charity and company law.E/Interview/Application

Knowledge of Xero and other IT systems including MS Excel.E/Interview/Application

Experience of producing and interpreting management accounts.E/Interview/Application

Experience of budget preparation and financial planning.E/Interview/Application

Strong analytical skills.E/Interview/Application

Accountancy Qualification (CCAB, CIPFA, CIMA, ACCA, AAT OR QBE etc).D/Interview/Application

Experience of working remotely.D/Interview/Application

Experience of producing management reports and presentation at Board and SMT meetings.D/Interview/Application

Excellent communication skills, including experience engaging with trustees, committee members and external partners.

D/Interview/Application

Flexibility to adapt to changing priorities.D/Interview

Experience of developing and implementing systems and processes including the development of finance related policies.

D/Interview/Application

Values & Mindset

Strong team player, enthusiastic about working flexibly as part of a small and dynamic team, and with partners and stakeholders.E/Interview/Application

Able to handle significant confidential material and information.E/Interview/Application

Focused on outcomes, both individual and Trust-wide; tenacious approach to problem-solving.E/Interview

Strong sense of personal accountability and responsibility, leading by example.E/Interview

Articulate with strong presentation skills.E/Interview

Ambitious for the organisation and what it can achieve.E/Interview

Willing to travel across the country as required for the job role.E/Application

Key: E = Essential; D = Desirable

Dame Kelly Holmes Trust recognises the value that a diverse workforce can bring to our organisation and strives to reflect this among our employees, athletes, volunteers and other stakeholders. To help us measure how well we are doing against this, please could you complete our online Monitoring and Diversity form - https://survey.alchemer.eu/s3/90615386/EDI-monitoring-2023-RECRUITMENT

For information on our Privacy Policy available – www.damekellyholmestrust.org/privacy-policy

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