JOB DESCRIPTION

Job Title:Finance Business Partner

Department:Finance

Reports to:Financial Controller (FC)

Location: Brentry, BS10

Direct Reports:Financial Analyst (0.6 FTE)

Hours of Work:37.5 hrs per week (Mon – Fri)

Background:

As part of the Finance team restructure, this new role has been created in the team. This will allow the team to offer more support to decision making within the organisation, perform a higher level of analytical work and work more closely with our budget holders.

Going forward the Finance team will operate as two sub-teams, Transactional and Reporting and Decision Support. These teams will need to work very closely together and, due to the size of our organisation, need to be able to provide cover for each other if this is required.

Main Job Purpose:

  • Provide a high level of analytical support to the organisation, supporting decision-making and identifying opportunities for income generation and cost savings.
  • Responsible for constant improvement of Finance team reporting to ensure it is relevant and useful.
  • Work closely with budget holders
  • Lead budget and reforecast processes
  • Manage Financial Analyst and take responsibility for their development.

Principal Responsibilities:

  • Analysemonthly Management Accounts as produced by the Transactional and Reporting team and add commentary. Feedback errors and adjustments and feed in information on accruals.
  • Regular meetings and dialogue with budget holders to review income and expenditure versus budget and reforecast and generate a view of likely out-turn for the year.
  • Perform an initial review of current reporting provided by the Finance team. Make recommendations for improvements to ensure they are as useful and relevant as possible. This should include adding non-Financial data and KPIs. Ongoing review of reporting to ensure continuous improvement.
  • Lead the annual budget process to ensure budgets are as accurate as possible, reforecasting as significant variances arise. This will involve working with the business to develop business planning.
  • Provide support for business cases, tenders and trust applications.
  • Develop the methodology around calculating the cost of services (unit costing) to provide meaningful statistics for both benchmarking and Fundraising appeals.
  • Perform analytical work as requested by budget holders or as identified yourself.
  • Review and understanding of contracts.
  • Line manage and develop the Financial Analyst, including setting objectives and monitoring progress against these, identifying training needs and holding annual appraisals and regular one-to-ones.
  • Work closely with the Finance Manager, providing cover for tasks in their absence as required. This may involve finalising the Management Accounts, checking the top level VAT return, supporting internal audit.
  • Undertake other duties appropriate to the level of the post as directed by the Financial Controller.
  • Deputising for the Financial Controller on relevant issues.
Supplementary Information:

Equality Statement

St Peter’s Hospice expects all staff and volunteers to act in a way that is consistent with organisational procedures and the law relating to equality, diversity and rights and to treat everyone with whom they come into contact equitably, with respect and without discriminating.

They should recognise and appreciate that people, both colleagues and service users, are different and act in ways that are consistent with their needs and preferences. They should ensure that the practices and processes operated in their areas of work are fair and provide equitable treatment for all and they should take effective action to deal with any discrimination or unfair treatment of which they become aware.

Health & Safety

Under the provisions of the Health & Safety at Work Act 1974, it is the duty of every employee

i)To take reasonable care of themselves and others at work.

ii)To co-operate with the hospice as far as is necessary to enable them to carry out their legal duty.

iii)Not to intentionally or recklessly interfere with anything provided including personal protective equipment for health and safety or welfare at work.

Rehabilitation of Offenders

The hospice promotes equality of opportunity for all individuals with the right mix of talent, skills and potential and welcomes applications from a wide range of candidates, including those with criminal records.

We undertake not to discriminate unfairly against anyone who has previous criminal convictions and having a criminal record will not necessarily be a bar to employment with the hospice.

Scope of Job Description

This job description reflects the immediate requirements and objectives of the post. It is not an exhaustive list of the duties but gives a general indication of work undertaken which may vary in detail in the light of changing demands and priorities. Substantive changes will be carried out in consultation with the post holder.

Created: June 2017

PERSON SPECIFICATION DETAILS

Finance Business Partner

Essential / Desirable
Education/Qualifications
Qualified (ACA / ACCA / CIMA) or qualified by experience / X
Experience
Charity / not for profit experience / X
Previous analytical role / X
Experience of supporting budget holders / business partners / X
Experience of budget setting and reforecasting / X
Broad experience of Financial and Management Accounting, transaction processing and VAT / X
Experience in using a mainstream accounting package / X
Experience of using a reporting system / application / X
System implementation experience / X
Team management experience / X
Skills, Knowledge, Abilities
Excellent analytical & problem solving skills / X
Creative with an ability to ‘think outside of the box’ and present information in different ways to different audiences / X
Ability to take a top level view and sense check work being produced / X
High level of verbal & written communication skills / X
Ability to think and challenge / X
Excellent planning & organising skills / X
Ability to prioritise workload for self and others / X
High level of accuracy / X
Excellent Excel skills, including use of complex formulae and graphs / X
Good computer literacy e.g. use of e-mail systems and Word / X
Personal Attributes
Excellent interpersonal skills and ability to communicatesuccessfully with people of all levels / X
Motivated to really understand the organisation, its services and drivers of performance / X
Approachable and keen to develop positive working relationships across the organisation / X
Takes pride in their work and motivated to produce high quality, well presented and accurate analysis / X
Self-starter, able to identify areas which would benefit from analysis / X
Capable of working independently and making decisions on day-to-day team matters but recognising when it is appropriate to request support from line manager / X
Excellent team working skills / X
Flexible, willing to carry out any task needed to support the team / X
Resilient with ability to work under pressure and adapt to change / X
A desire to learn and a commitment to personal development / X
Genuine interest in supporting and developing team members to ensure they are all able to perform to the best of their ability / X

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