Strategic Lead Finance
Location: Fishponds, Bristol
Salary: A GBP 32,682 : A GBP 34,674 per annum (0.6 FTE)
Contract: Fixed Term (maternity cover) 12 months
Our client is a Registered Charity and Company Limited by Guarantee and fulfils the role of the Active Partnership for the West of England, which covers Bath and North East Somerset, Bristol, North Somerset and South Gloucestershire, an area with a population of nearly 1.2 million.
Their vision is to: Inspire active lives, creating the conditions wherever possible to help everyone move more.
The mission is: Establishing the conditions for long:term change, enabling more people to be physically active, inclusive for all.
The Role
Strategic Leadership, Management and Implementation of Finances for the organisation.
This role has the responsibility for the management of the finances for the organisation, both for the day:to:day operations, and for longer term budgeting and forecasting. Robust financial management is crucial for the success of the organisation.
By analysing the operational financial activities, this role provides advice and guidance to senior management on future financial plans. This helps to inform the Board and Senior Management Team so that they can make the most appropriate business decisions and meet the charitable objectives of the organisation.
Key Responsibilities
* Day to day financial management tasks such as invoice management, updating QuickBooks, answering any queries that budget holders may have
* Senior Management Team / Trust Board Reporting : monthly and quarterly reviews and updates to include debtor / creditor management. This includes meeting with the Finance Portfolio Trustee once a quarter to go through the Management Accounts in detail prior to each Board meeting.
* Arranging the annual financial audit and providing all the required information to the auditors
* Budget Management with the team : regular (monthly) meetings with all staff that hold budgets to ensure that the finances are being monitored and reviewed regularly.
* Creation of the overall organisations budget for each year, including monitoring of carry forward amounts and the management of any reserves
* Reconciliations and associated claims for funding : completing all paperwork required by the funding bodies.
Skills and Qualifications
* A degree or equivalent recognised qualification in a related field, or ability to demonstrate equivalent knowledge through experience in professional finance / accountancy roles
* Experience in managing organisational finances and budgets
* Experience in using financial software such as QuickBooks
* Awareness of current issues and legislation regarding to equalities, diversity, equity, and inclusion (EDEI)
* Proven ability to move initiatives forward
* Ability to manage multiple demands with attention to detail
* Financial resource management experience
* Understanding and experience of the external audit process
* Awareness of strategic planning and the process of implementing, reviewing and adapting plans
* IT literate and a knowledge of the benefits that IT can bring to enhance planning, evaluation, management and communications
* Ideally an understanding of or experience in working in the VCSE / charity sector
* Able to undertake all the physical requirements of the job, such as occasional travel to a variety of external locations, and extensive computer use.
* Able to work occasional evenings and weekends if required
Benefits
* Workplace Pension Scheme : as part of the organisations team, after 3 months you are automatically enrolled into the workplace pension. Their employer contribution rate is between 8:10 dependent on the employee contribution rate (minimum of 4).
* 23 days of annual leave (pro rata) plus public holidays.
* Cycle to Work scheme
* Flexible working arrangements
* Small, friendly staff team
* Employee Assistance Programme
* Free parking at the office
* Office electric b