Finance Manager (P&L Job Share)

Job description

Job responsibilities

Working at The Kirkwood

Everyone at The Kirkwood plays a part in supporting people affected by life limiting illness. Our patients, families and carers are at the heart of everything we do, and our values guide how we work every day.

This role requires a commitment to working in line with The Kirkwoods policies,maintainingan open and supportive culture,identifyingand managing risk, and contributing positively to a safe, compassionate workplace.

Role Summary

At The Kirkwood, finance is not just about numbers it is about enabling the best possible care for people affected by life limiting illness.

The Finance Manager plays a key role in supporting the Director of Finance and Resources to deliver a high quality, responsive finance service that underpins excellent patient care, strong governance andlong termsustainability.

This roleis responsible forday to dayfinancial accounting, P&Lintegrityand co-ordination of the Capital Programme Budget for the charity and its trading subsidiary. Through strong systems, compassionateleadershipand collaborative working, the postholder will help ensure the organisations resources are managed with integrity,clarityand care.

Berequiredtoparticipatein the provision of out of hours cover on a rotabasis, as part of the Business Continuity plan. This will amount toaround2.5 weeksper annum. Details will be provided to you.

Primary Responsibilities

Financial Accounting

• Production of the financial schedule to meet statutory and internal reporting requirements.

• Ensuring that accruals and prepayments are accounted for to theappropriate reportingperiods.

• Completing year-end procedures including year-end postings and year-end reports.

• Ensuring that all records (financial and otherwise) andappropriate controlsaremaintainedin accordance withThe Kirkwoods policy and legal obligations.

• Managing the production of Gift Aid claims for submission to HMRC at least quarterly.

• Ensure that our VAT liability has been paid over to HMRCin a timely mannerfor both the charity and its subsidiary.

• Providing support and advice to departments on the implications of VAT and Gift Aid.

• Assist the DFR and working with Finance colleagues to develop internal control systems to ensure compliance of procedures with statutory requirements and auditors recommendations.

• Work with the Income Generation Teams in developing systems to record income received,allocatingto correct income stream.

Financial Planning and Reporting

• Assisting the Director of Finance & Resources (DFR) and working with the Finance Business Partner with the preparation of the annual budget for approval by Trustees.

• Producing ad hoc financial information and reports throughout the year as requested, attending meetings to present these, ifrequired.

• Maintainan accurateand up to date contracts register by recording,reviewingandmonitoringall contract details, values, key dates, compliancerequirementsand variations to support financial control, governance and informed decision making.

Asset Management

• Capital Budget Programme lead the capital programme of expenditure ensuring a coordinated approach with budget holders across the charity to make sure spend is within budgeted limits andallocatedeffectively.

• Restricted Income Schedules Maintain detailed schedules tracking all restricted funds, ensuring restricted funds balances are reconciled and reflected in year-end statutory reporting andin accordance withthe Charities SORP.

• Grants Maintain detailed schedules tracking all grants funding, ensuring compliance with the Charities SORP.

Leadership and Team Management

• Provide line management and day-to-day leadership for Finance Team members as directed (excluding the Finance Business Partner).

• Create a supportive, inclusive team environment that encourages learning,innovationand continuous improvement.

• Ensure business continuity arrangements are in place tomaintainservice delivery.

• Where required, provide cover for the other element of the job share, with priorities agreed with the Director of Finance and Resources.

Collaboration and Organisational Contribution

• Contribute financeexpertiseto internal meetings,projectsand service developments.

• Act as a key point of contact for auditors, HMRC, DWP,pesionproviders and other external bodies.

• Build strong, positive relationships with colleagues across the organisation and with external partners, including other hospices.

• Support the development of financial confidence and capability across The Kirkwood through training,coachingand advice.

Continuous Improvement and Professional Practice

• Keep finance systems,processesand policies under review, driving improvements that enhance accuracy,efficiencyand insight.

• Stay up to date with changes in financial legislation, bestpracticeand regulation, sharing knowledge with colleagues.

• Participate fully in The Kirkwoods learning and development activities, including mandatory training.

• Uphold the highest standards of confidentiality, data protection, equity,diversityand inclusion.

Other Responsibilities

• To workin accordance withthe values of The Kirkwood. Patients, Families and Carers are the focus of everything we do. Our values are what we live and work by.

We are:

• Respectful and Inclusive

• Passionate and Determined

• Open and Honest

• Kind and Compassionate

• Forward-thinking

• We strive for Quality and Excellence

• Toparticipatein The Kirkwoods performance and development review process.

• To undertake any other duties required by The Kirkwoods Management teamcommensuratewith the post.

• To undertake annual mandatory training provided by The Kirkwood.

• Tomaintaincomplete confidentiality as a condition of employment. Information relating to patients, other members of staff and volunteers or which isacquiredfor the purposes of employment may only bedisclosedwith the express permission of theappropriate manager.

• To respect the ethos and values of The Kirkwood and its services andcomply withits policies,proceduresand regulations.

This job description is not exhaustive therefore the employer and employee share responsibility to review and amend this job descriptionin order toreflect any changes in role/development.

Person Specification

Experience

Essential

• Significant experience in financial accounting, including preparation of statutory accounts
• Knowledge and experience of payroll systems
• Significant finance/accounting experience
• Experience using integrated finance and payroll systems (e.g. Sage or similar).

Desirable

• Experience of working in a hospice, healthcare, or wider voluntary sector environment
• Involvement in financial audits, including direct liaison with external auditors
• Experience of improving financial systems, processes or controls to enhance efficiency, accuracy or insight
• Experience of working in a modern, digitally enabled workplace and supporting others to adopt new ways of working
• Experience of supporting, mentoring or developing finance colleagues
• Track record of working collaboratively across departments to support organisational objectives
• Experience of delivering training or briefing sessions to non-finance colleagues

Knowledge, Skills and Abilities

Essential

• Strong working knowledge of VAT, Gift Aid, payroll and pensions

Desirable

• Knowledge of Charity SORP in practice, including treatment of legacies, restricted funds and designated reserves

Qualifications

Essential

• Qualified accountant (ACCA, ACA, CIMA) or equivalent demonstrable experience

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

The Kirkwood

Address

21 Albany Road

Dalton

Huddersfield

HD5 9UY

Employer's website

https://www.thekirkwood.org.uk/ (Opens in a new tab)