Finance Business Partner

Job description

Job responsibilities

1 MAIN PURPOSE OF JOB:

To be responsible for the production of management reporting, detailed annual budgets, quarterly forecasts and the rolling 5-year organisational plan. Work closely with the wider organisation when looking at future initiatives and projects to ensure the understanding of financial implications. Support the Financial Accountant, Head of Finance and wider Finance team.

2 POSITION IN ORGANISATION:

The post holder reports into the Head of Finance and is part of a small finance team.

3 SCOPE OF JOB:

Prepare the monthly management reporting pack summarising actual, budget and forecast information

Ensure the relevant budget and forecast information is fed into the monthly management accounts and quarterly board reports

Produce and manage the timetable for annual budgeting and quarterly forecasting.

Ensure all budgets and forecasts are signed off by budget holders, ELT and Trustees

Be a key point of contact for the wider organisation, sharing and reinforcing key finance processes and understanding

Support project work and new initiatives by providing financial insight and modelling scenarios.

Collaborate across the Finance team and share information to ensure we are continually reviewing and seeking process improvements across finance, especially where this impacts the wider organisation

Provide cover for other roles within the team when needed.

4 DIMENSIONS & LIMITS OF AUTHORITY:

The role will work collaboratively with both the Finance team and wider organisation. The role will require initiative and adaptability to support a variety of teams and projects.

5 QUALIFICATIONS & SKILLS LEVEL:

Knowledge and experience of accounting principles, preferably ACCA/CIMA qualified, or QBE

Excellent knowledge of Word and Excel, with the ability to build financial modelling tools

Good planning and organisational skills

Good knowledge of financial budgeting, forecasting, control and planning experience

Ability to communicate both orally and in writing at all levels

Excellent stakeholder management skills

Display initiative and ability to work on own

Good interpersonal skills

Commitment to Claire House and its corporate objectives

A belief in the value of volunteers and of a multi-disciplinary approach

Understanding the importance of confidentiality

KEY RESPONSIBILITIES:

Collate and share the monthly management accounts pack (20%)

Using information prepared by the accountants, reviewed by the financial accountant and knowledge across the team share insights across the leadership group

Provide a summarised version for quarterly boards

Preparation of an annual budget (20%)

Work with budget holders to understand, challenge and model budget requests

Share underlying assumptions and the impact and department and organisation level

Share iterations throughout the process to ensure organisational support for the final budget

Preparation of quarterly reforecasts and updates of the rolling 5-year organisation plan (20%)

Work closely with project teams across the organisation to support future initiatives (30%)

Collaborate with the wider finance team. Support the Financial Accountant, Head of Finance and wider organisation (10%)

The post holder must act at all times in a professional and responsible manner and have due regard to confidentiality and Health & Safety legislation.

This is an outline job description and should not be regarded as an inflexible specification. Responsibilities will be reviewed periodically in line with service priorities and duties may change or new duties be introduced after consultation with the post holder. As a term of your employment you may be required to undertake such other duties, such as link roles, and/or hours of work as may reasonably be required, commensurate with your general level of responsibility with the organisation, at your initial place of work or at any other of the Claire House establishments.

DBS level: Standard

Our working premises are no smoking areas.

Person Specification

Experience

Essential

• Experience of working with finance and non-finance managers
• Experience of preparing budgets and forecasts
• Experience of building financial models

Desirable

• Experience in not-for-profit and commercial organisations
• A sound demonstrable knowledge of voluntary sector accounting and tax practices
• Knowledge of retail accounting
• Knowledge of treasury management
• Payroll/Pension Experience
• Ability to support projects

Skills

Essential

• Good IT skills in particular excellent Excel skills
• Excellent communication skills with the ability to communicate, both verbally and in writing

Desirable

• Ability to explain complex financial models to non-finance managers
• Confidence in conversing with all levels personnel up to and including trustees
• Experience in using system solutions to aid financial analysis and modelling

Qualifications

Essential

• Educated to degree level or equivalent.
• Qualified in a recognised professional qualification such as CIMA, ACA, ACCA or CIPFA or equivalent, or significant on the job experience at this level.

Personal Attributes/Abilites

Essential

• Ability to work effectively as part of a team & on your own initiative
• Excellent attention to detail
• Understand confidentiality
• and be smart and professional in appearance.
• Flexibility to cover for sickness and holidays

Desirable

• Evidence of supporting the wider finance team to share knowledge and advocate a one team approach

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

Claire House

Address

Clatterbridge Road

Bebington

Wirral

Merseyside

CH63 4JD

Employer's website

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