Lincolnshire Ymca

LINCOLNSHIRE YMCA

JOB DESCRIPTION

Department: / Corporate / Job Title: / Head of Finance and Corporate Services
Salary:
Section A: / Basic Objectives of the Post

As a key member of the Senior Leadership Team,the post-holder will haveoverall responsibility for all financial, property and IT resources. You will provide strategic direction and operational controlover key services and ensure there are effective financial controls and risk management framework(s) in place. These include:

To contribute to the overall work of Lincolnshire YMCA at an executive level.

The Management of Finance, Propertyand IT Functions.

To ensure that all statutory and other accounting and regulatory requirements appropriate to the legal obligations of financial probity and reporting (HMRC, Companies house, Charity Commission) and Health and Safety are met.

To lead the development of the financial strategy and ensure its achievement.
To provide line management support and development to staff.

Oversee strategic procurement initiatives.

To respect and uphold the aims, vision and values of Lincolnshire YMCA.

Section B: / Accountable To:

Chief Executive of Lincolnshire YMCA

Section C: / Accountable For:

Management of financial resources at Lincolnshire YMCA will include line management of:

Finance Manager
Maintenance Manager
Third-party IT Contract

Section D: / Duties & Responsibilities / Functional Links

Main Duties:

/ Please describe main duties and responsibilities

The Management of Finance, Propertyand IT Functions; this will include:-

To advise the Board of Trustees and Executive Team, on financial and treasury policy, strategic and business planning, financial control, risk management and performance monitoring, ensuring that the organisation’s financial affairs are clearly presented together with timely interpretation, strategic analysis and forecastof results.
To coordinate the production of business plans and annual budgets.
To oversee the production of accounting information for use by budget holders in planning and controlling the work of the organisation.
To work in close consultation with the Chief Executive, Treasurer, and establish a relationship with Trustees to ensure that the key financial issues confronting the organisation are fully understood.
To ensure that Finance functions’ policies and procedures are current, consistent, accessible, adhered to, meet regulatory and legal requirements, reflect best practice and are well communicated.
To lead and develop other members of the Finance team to ensure that they are well motivated, sufficiently skilled, and meet best practice.
To ensure that the Finance team provides a strong and proactive level of service and support to the organisation.
To lead in setting policy and sourcing in relation to the following areas – insurance; pensions; banking services; project financing; energy supplies; audit and financial advice.
To lead in the setting of strategic plans for the management of the organisation’s property.
Oversee the operation of the core IT infrastructure and, in consultation with colleagues, ensure that this continues to meet the needs of the organisation.
To maximise value for money from effective procurement.

To ensure that all statutory and other accounting and regulatory requirements appropriate to the legal obligations of financial probity and reporting (HMRC, companies house, Charity Commission) and Health and Safety are met: this will include:

To oversee the production of statutory accounts in conjunction with the external auditors on behalf of the Trustees.
To lead the organisations’ approach to risk management, developing an ongoing risk based programme of controls assurance work with the internal and external auditors. This includes ensuring that the most important risks are addressed and minimised and that risk analysis is up to date.
To ensure that company law, charity law and regulatory requirements are complied with and advise and guide the Board of Trustees of any legal and regulatory implications of the Charities' strategic plans.
To maintain a thorough knowledge of the Finance policies and procedures and oversee compliance.
To ensure the organisation’s stationery, orders, invoices, cheques and other documents include all details required under company law and, if applicable, charity law and/or VAT law.
To undertake all other duties commensurate with the post as directed by the Chief Executive.

To lead in the development of the organisations’ financial strategy and ensure effective implementation; this will include:

To support the Board of Trustees, Chief Executive and Executive Teams in setting the organisation vision and strategic direction.
To develop strategic approaches to the financial resourcing of work and develop, monitor and report key performance indicators to ensure that resources are utilised to maximum effect.
To work with the Board of Trustees and senior and operational staff providing financial and commercial input into strategic and operational improvement projects.
To attend regular meetings with the Chief Executive and in turn conduct regular meetings with staff line managed.
To attend Board of Trustee meetings, Committee meetings and senior Leadership team meetings.
To ensure that the property portfolio is legally compliant, properly maintained and achieves the target ROI.
To sustain a sustainable, robust accessible ICT platform.

To contribute to the overall work of Lincolnshire YMCA as a member of the Senior Leadership Team; this will include:

To communicate and promote the vision, objectives and priorities of the organisation effectively to staff and other stakeholders.
To actively contribute to the development and outworking of the Christian ethos of the organisation, promoting our ethos internally and externally.

To provide line management and support to directly line managed staff; this will include:

To manage and direct the work of Finance and Property staff to include setting clear objectives, managing performance through regular supervision meetings and annual appraisals.
Facilitate regular team meetings to allow for communication with whole team; dissemination of information; exchange of ideas/views; deal with problems/concerns and training/development of team.
Responsibility for the development of team members, ensuring that training and development needs are identified, development plans maintained and addressed.

Identify and coordinate strategic procurement activities for the organisation

This is not an exhaustive list of duties and the post holder may be required to undertake other reasonable duties commensurate with the post, to meet the needs of the organisation.

Section E: / Functional links

Internal

Develop and maintain professional working relationships with the Chief Executive, Board Members and senior leadership team.

External

All external agencies the organisation relates to with regards to finances which will include Auditors, Bankers, HMRC, Insurers, Pension providers, Solicitors, Funding Agencies and YMCA England.

Section F: / Any additional Information

You will be required in the course of your duties to attend evening meetings and occasionally, may also be required to work weekends depending on the operational needs of the business.

The post holder must assume responsibility for their own professional and personal development to ensure that they develop and maintain continuing competence to deliver the organisation’s objectives.

A Criminal Background check is required for this post

Employees of Lincolnshire YMCAare required to work within the remit of all organisational policies and procedures and any relevant legislation.

LINCOLNSHIRE YMCA

PERSON SPECIFICATION

Job Title: / Head of Finance and Corporate Services
TECHNICAL REQUIREMENTS (includes experience and qualifications) / Essential/
Desirable
Professional Accountancy qualification e.g. ACA, ACCA, CIMA or equivalent. / E
Knowledge of Company Secretary role, Charity SORP & VAT partial exemption. / E
Proven experience both operationally and from an audit standpoint, of monthly and year end accounting processes and statutory returns. / E
Proficient in the use of IT including MS Office with the ability to produce clear reports. / E
Knowledge of SAGE. / D
Previous experience of outcome related rewards from fixed term contracts. / D
Customer Focus
Able to demonstrate a commitment to equality and diversity through inclusive practice. / E
Ability to work professionally and courteously with a diverse range of customers both internal and external to include staff, service users and external agencies. / E
Team working
Ability to network and work with the wider movement of the YMCA. / E
foster a sense of urgency, ownership and commitment to work, convey trust in people’s competence to do their jobs, create a work environment that encourages others to do their best. / E
Communicating & Influencing
Ability to provide a high level of both verbal and written communication including analytical presentation for Trustees, Chief Executive and senior Leadership team and external stakeholders. / E
Diplomatic, with excellent interpersonal skills with the ability to lead and also work as part of a team. / E
Excellent negotiating skills. / E
Ability to communicate and work with non finance staff to build understanding. / E
Planning & Organising
Ability to translate legislative and business challenges into clear objectives, convey clear expectations for assignments; lead delivery, measurement and audit development plans to demonstrate delivery. / E
Excellent organisational and time management skills with the ability to be flexible. / E
Ability to work within set guidelines, meet targets and achieve deadlines. / E
Managing & Developing Performance
Experience of supervising, supporting and motivating staff and achieving results through working with teams. / D
A commitment to providing a high quality service. / E
Capable of effectively developing and leading annual budgeting and periodic forecasting in line with the Business Plan. / D
Decision Making
Knows how to find and use other sources of expertise / knowledge / information. / E
Responding to Pressure & Change
Capable of effectively developing and leading annual budgeting and periodic forecasting in line with the Business Plan. / E
Strategic Thinking
Proven experience in developing and implementing strategic plans, financial modelling, and the participation in overall corporate strategic planning activities. / E