JOB DESCRIPTION

Finance Business Partner/ Implementation Manager

Grade D (£38,147 - £48,323)

Initial one year contract

Summary of role:

Reporting to the Finance Controller (FC), the post holder will support the implementation, development and integration of new accounting and CRM systems (PS Financials (PSF) and Microsoft Dynamics), acting as the project lead for the finance team.

A qualified accountant (or qualified by experience), s/he will have relevant change management and business improvement experience and the ability to deputise for the FC where required.

The ideal candidate will support the Finance Controller and finance team by bringing strong leadership skills and the ability to champion and implement system and process improvements, involving development of new PSF accounting software and MS Dynamics CRM and moves to greater automation.

S/he will support the FC byproviding day to day operational supervision and support to the charity’s small finance team, ensuring an efficient and effective finance service is provided to all internal and external ‘users’ throughout the planned period of change management and business improvement.

Job Purpose:

  • To support the implementation, development and integration of new accounting and CRM systems (PS Financials (PSF) and Microsoft Dynamics), acting as the project lead for the finance team
  • To deputise for the FC as required
  • To supervise the finance team on a day to day basis
  • To provide other finance support to the Finance Controller, as required

Responsible to: Finance Controller

Day to day support/supervision of: Finance Officers x3; Purchase Ledger Officer.

KEY RESPONSIBILITIES

  • To supervise finance team members on a day to day basis
  • To oversee the operation and quality of day to day and monthly financial processing
  • To support the implementation, development and integration of new accounting and CRM systems (PSF and Microsoft Dynamics), acting as the project team lead for Finance
  • To provide expertprofessional guidance and support and direction (as required) for the finance function in the transition to new systems and processes
  • To develop and implement a business improvement programme to enhance productivity and efficiency, identifying potential efficiency gains and better value for money
  • To champion new ways of working and change
  • To improve the efficiency of finance systems through automation and streamlining of processes from manual to electronic supported by PSF and MS Dynamics
  • To support the FC to review, develop and maintain financial procedures and controls in line with the changes driven by new CRM and PSF accounting and to ensure accuracy and compliance with all regulatory requirements.
  • To support the FC to ensure that financial procedures and controls are adhered to within the finance team and throughout the organisation
  • To develop the report writing and analysis capability of the finance team by utilising the potential of PSF/SmartView to generate and interpret financial information, ensuring accurate and timely management accounts and other financial reports
  • To provide financial reports to and attend committee meetings on finance matters as requested
  • To oversee utilisation of PSF accounting system across all aspects of the finance function: sales and purchase ledgers, management accounts, VAT, asset register, budget development and statutory accounts, cash flow etc.
  • To work with the FC to ensure that all relevant tax returns are submitted and payments made to HMRC on time.
  • To support the FC and senior management team in preparation of the annual budgets, ensuring optimal use of the PSF accounting capability
  • To assist the FC in preparing statutory annual reports and returns, liaising with auditors
  • To play a full role in the Change Management (New Ways of Working) Team, supporting colleagues to drive change and ensuring integrated and relevant services
  • To develop and maintain effective relationships with third parties, public, staff, board and external contacts. This will include third party software suppliers, IT support providers, auditors and banks

This role description is intended to reflect the main duties and responsibilities of the post and is not an exhaustive list of duties. The post holder may be required to undertake other duties which are commensurate with the role.

The role description may be subject to change, according to the needs of the AAGBI Foundation, after discussion with the post holder.

December 2016

Person Specification

Qualifications

  • Qualified to degree standard or equivalent
  • ACCA/CIMA/ACA qualified with substantial experience. ‘Qualified by experience’ will also be considered.
  • ICAEW Diploma in Charity Accounting (desirable)
    Project management qualification (desirable)

Knowledge

  • Knowledge of all operational aspects of a finance function including:

charity accounting and SORP, charity finance regulations

management accounts

Value Added Tax returns

forecasts and budgets

statutory annual reports and returns – both charity and companies act formats

financial analysis

  • Developing computerised accounting and finance systems
  • SQL programming (desirable)

Experience

  • Previous experience of supervising a finance team
  • Previous experience of implementing new accounting software
  • Previous experience of managing changes and improvements to systems
  • Relevant experience of change management and understanding of the human and process/system factors
  • Experience of PS Financials desirable (desirable)
  • Experience of integrating accounting software with CRM systems (desirable)

Skills

  • Able to identify opportunities for greater automation of finance processes, and to support the implementation of greater automation
  • An aptitude for finance IT systems, with a systems/process oriented, methodical approach
  • Excellent communication and interpersonal skills, including the ability to communicate financial issues with non-finance people
  • Able to listen, influence and negotiate
  • Highly analytical, able to analyse data, spot trends and draw sound conclusions
  • Able to present information in a professional and credible manner
  • Able to supervise, lead and motivate others
  • Strong team player
  • Attention to detail and accuracy skills
  • Good project planning and project management skills
  • Able to work to deadlines and meet those deadlines
  • A ‘can do’ approach, demonstrating flexibility within a small team
  • Strongly service orientated to both internal and external stakeholders

December 2016

AAGBI FOUNDATION | 21 PORTLAND PLACE | LONDON | W1B 1PY

TEL +44 (0)20 7631 1650 | FAX +44 (0)20 7631 4352 | EMAIL | WEB

Patron: HRH The Duke of York, KG, KCVO. Registered as a Company limited by Guarantee. Registered No. 1963975 (England).

Registered as a charity in England & Wales No. 293575 and in Scotland No. SC040697.