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Citizens Advice Merton and Lambeth (CAML) is the leading advice charity supporting individuals and families primarily across the London boroughs of Lambeth and Merton. We provide a range of information, support and advice services. We also work to raise awareness and understanding of the challenging issues affecting our clients and communities.
We are looking for a highly motivated individual to lead the management of our financial, premises and IT/infrastructure resources. Financial management is at the heart of the role and the successful applicant will lead on the charity’s financial control, planning, compliance and reporting.
The Head of Finance and Premises is a member of the charity’s Senior Management Team (SMT) and will work at a strategic level to plan and oversee the management of our finance and premises/infrastructure, ensuring they are fully integrated within our budgeting, funding and service delivery programmes.
Our offices have excellent public transport links and the Mitcham office has car park facilities. We offer a friendly and welcoming work environment and can provide flexible work opportunities.
Outline of main responsibilities
The role of the Head of Finance and Premises is to ensure the charity’s financial, premises, IT and infrastructure systems, policies and processes meet the current and future needs of the organisation, our staff and volunteers, our Senior Management Team and our Board of Trustees.
Financial management and reporting
- To work with the Chief Executive, SMT and Trustees with measurement of financial and resource performance, forward budgeting and cash flow modelling.
- To work with the Chief Executive with the preparation and monitoring of the annual budget.
- To ensure our financial and resource management systems provide excellent support and guidance to the Chief Executive, Senior Management Team and Board of Trustees and meet all our statutory and regulatory requirements.
- To plan the continuing development of our financial systems, owning and driving implementation of all financial objectives in the annual operational plan.
- Support the Chief Executive in providing financial information for the preparation of funding applications.
- Monitor income and expenditure monthly and prepare the management accounts.
- Ensure all expenditure is correctly authorised and invoices validated and paid according to charity’s Financial Procedures.
- To support annual audit working closely with charity’s auditors.
- To support and provide secretariat duties for the Finance Committee.
- To line manage the Finance and Administration Officer.
Compliance and systems
- Ensure electronic banking system supports our work and complete monthly bank reconciliation.
- Manage the process for Gift Aid claims to the Inland Revenue
- Oversee processing of monthly salaries, pensions and PAYE/NI liaising with payroll supplier
- Prepare annual accounts liaising with auditors.
- Maintain working relationships with charity insurance suppliers, bank and legal representatives
- Prepare and submit VAT and other statutory returns.
- To lead the charity’s Information Technology (IT) function supported by our Adviceline Manager and IT support officer
- Ensure current IT systems are kept up to date and supported appropriately
- Ensure that IT systems are developed to support the smooth running of the organisation and that new systems are appropriately implemented
- Work closely with Adviceline Manager and SMT to identify and implement simplifications and improvements to charity’s processes and procedures.
Premises and Health & Safety
- Oversee the smooth running of office premises.
- Lead on all aspects of Health and Safety including assessments, monitoring, reporting, policies and procedures.
- Professionally represent Citizens Advice Merton and Lambeth within your work.
- As a senior manager prepare papers, present and attend Board meetings
- As a senior manager positively contribute to charity development planning and support the Board’s strategic focus with financial analysis
- Other duties as requested by the Chief Executive
The successful applicant will receive comprehensive induction to the charity and our work. We support team members in their professional development to ensure we’re up to date with legislation, case law, policies and procedures and undertake appropriate training as agreed with your line manager.
|Experience, qualifications and skills required||Essential||Desirable|
|Significant financial management experience including professional accountancy qualification||X|
|Degree or equivalent||X|
|Knowledge of charity accounting regulations and reporting||X|
|Confident user of financial software/systems||X|
|Experience of managing legal and audit relationships with external contacts||X|
|Experience of managing statutory and regulatory returns||X|
|Ability to produce timely reports and meet deadlines||X|
|Excellent budgeting skills with experience of managing complex funding sources||X|
|Knowledge of Health and Safety regulations and best practice||X|
|Leadership skills with proven record of line management||X|
|Excellent presentation skills with experience of presenting finance information to non-finance professionals||X|
|Ability to multi task, managing priorities and workload||X|
|Excellent interpersonal and communication skills||X|
|Excellent IT skills||X|
Terms and Conditions
- Part time: 3 days (22.5 hours) per week with flexible working options
- Contract: Permanent
- Location: Primarily based in our Mitcham office with opportunity for part week home working
- Salary: £24,000 to £26,400 (£40,000 to £44,000 annual full time equivalent) dependent on experience
- Annual Leave: 15 days (25 days full time equivalent), plus a charity day and pro rata public holidays
- Child care vouchers
If you are interested in this role and joining us, we would be delighted to hear from you. Please forward your CV and a covering letter explaining your interest and suitability for the role (please note we do not consider applications with no covering letter). If you wish to complete the Equality monitoring form, please email the three documents to email@example.com. If you wish to confidentially discuss the role in the first instance, please email our Chief Executive on Suzanne.firstname.lastname@example.org. The deadline for applications is 6pm, Sunday 6 February 2022 and shortlisted applicants will be invited to an interview Thursday 10th February or Friday 11th February. If you do not hear from us, we are afraid your application was unsuccessful.
To apply for this job email your details to email@example.com.