We are currently looking for an Endowment Accountant and Business Partner to work with our busy and growing Finance team.
Key Responsibilities
Business partnership:
* Provide a full business partnering support to the Endowment business unit:
* Build, maintain and develop effective relationships with members of the Endowment team and work closely with them to improve mutual knowledge and financial understanding.
* Serve as a key partner to Endowment leadership, acting as a ‘critical friend’ by challenging assumptions and activities were necessary to ensure alignment of strategic and financial goals.
* Develop the business partner role into one that is fully able to proactively support strategic decision making, provide forward-looking insight and analysis, deliver effective financial performance information, and support the development of a culture of value-for-money within the Endowment.
Accounting, reporting, budgeting and planning:
* Perform the accounting for the property and financial investing activities of the business unit, including property rental income and expenditure derived from third party managers’ reports.
* Prepare regular financial reports, including P&L statements, balance sheets and cash flow statements which are tailored to both the Endowment’s and the wider organisation’s needs and aligned with their structures.
* Prepare regular short- and long-term cash flow forecasts, and support cash management within the endowment as well as across the wider group.
* Develop and track key performance indicators.
* Develop and produce effective dashboards and other reporting to provide insight and support decision making.
* Lead from a finance perspective the budgeting and forecasting processes for the Endowment, and support their integration into the wider organisation’s processes.
* Support the annual property valuation process.
Data insight and integrity:
* Have a thorough understanding of the management, maintenance, flow and reconciliation of the financial data relating to the Endowment across multiple systems.
* Conduct rigorous analysis of financial data, trends, and performance metrics to derive insights and offer recommendations for informed decision-making.
* Use advanced financial modelling and analytics to produce actionable insights.
* Ensure the accuracy and integrity of financial data for the endowment portfolio.
Collaboration:
* Support the Endowment team with any new process, including working with other teams to ensure end-to-end financial integrity.
* Support investment processes by assisting with KYC and overseas tax forms.
* Collaborate effectively within the Finance team to enhance performance and ensure alignment with organisational objectives.
* Work with internal/external auditors and other stakeholders are required.
* Support governance processes by providing necessary financial information and analysis.
Skills, Knowledge and Expertise
Knowledge and qualifications:
* Qualified or part-qualified accountant (e.g., ACCA, ACA, CIMA or equivalent) or qualified accounting technician (e.g. AAT) – desirable but not essential.
* Understanding of the accounting framework and financial challenges for the property and financial investment sectors.
* Strategic financial knowledge.
Experience:
* Demonstrable success in preparing management information related to property and investment activities.
* Solid strategic financial acumen and commercial awareness.
* Established track record of cultivating successful business relationships and partnerships.
Skills and abilities:
* Highly numerate with advanced Excel skills (essential, will be tested).
* Strong analytical, problem-solving and communication skills (essential).
* Advanced user of Access Financials, Access Analytics and Access Office Integration (desirable).
Personal attributes:
* Self-starter, able to work under own initiative and organise own time to meet deadlines.
* Proactive in building and maintaining robust business relationships.
* Strong business sense, with an ability to see the bigger picture beyond the numbers.
* Deadline-oriented with the ability to manage multiple priorities.
* Strong organisational and time-management skills.
* Commitment to maintaining confidentiality and integrity in financial matters.
* Flexible, able to work with and contribute to the team.
* Attention to detail and accuracy.
Benefits:
* Up to 12% employer pension contributions
* Annual personal development budget
* Annual health and wellbeing personal allowance
* Enhanced maternity, paternity, and parental leave pay accessible without length of service requirements.
* Health and wellbeing programme that offers optional free yearly health check-ups.
* Support for healthy eating via fruit bowls and onsite lunch facilities.
* Agile working, flexible hours, and supportive IT kit.
* Shower facilities and bike lock area.
* Generous annual leave (27 days + bank holidays)
* Subsidies for glasses
* Employee Assistance Programme
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