Job Title: Finance and Corporate Services Lead Hours: 30hpw Annual Salary: £40,000 FTE (£32,432 pro rata) Reports to: CEO Responsible for: Business Support Team Based: Hybrid - Home/Cynon Linc, Aberdare minimum 25% office based Contract Type: Permanent Non-contractual Benefits: Employee Assistance Programme 10% discount on Cynon Linc Hyb Menu Opportunity for flexible working Work issued mobile phone or contribution towards personal bill 45ppm Business Mileage Allowance Opportunities for personal development Birthday Booster The Big Picture Age Connects Morgannwg is the leading charity working with older people living in Rhondda Cynon Taf, Bridgend and Merthyr Tydfil (the Cwm Taf Morgannwg Health Board footprint). We have a strong history with over 45 years of supporting older people and their families through some of the most difficult times in their life. We also have a proven track record of listening to older people, learning what is important to them and caring about the way they are treated, perceived, and portrayed. Job Purpose As Finance and Corporate Services Lead, you will spearhead the development and leadership of the Business Support Team, delivering high-quality information and services to empower our staff, volunteers, and Trustees. You will play a central role in shaping the organisation’s financial strategy, with key responsibilities including financial planning and analysis, budgeting, forecasting, and variance reporting. You will be responsible for producing regular management accounts for budget holders and Board, and year end accounts in preparation for the charity’s independent annual audit. Your expertise will also support payroll and pension administration, KPI monitoring, Updated April 2025 - CEO and the development of robust costing methodologies. Acting as a strategic business partner, you will collaborate with both internal teams and external stakeholders. Proficiency in advanced Excel, Workday Adaptive Planning, Xero, and VAT management is essential to drive informed decision-making and operational efficiency. Key Objectives Leadership and Management: Lead and develop a high quality, dynamic team of people to support and deliver the charity’s infrastructure services. Be committed to the charity’s growth through volunteering opportunities and lifelong learning. Work alongside colleagues and the Board to drive, influence, advise and support the cultural and people aspects of organisational change, design, workforce planning, people processes and business improvement initiatives. Support wider organisational objectives including digital transformation and progress towards net zero through your work. Strong Governance: Work with the CEO (Company Secretary) and Board to put in place robust, transparent and effective systems, process and practice which reflect and promote good governance. Provide leadership on the charity’s legal structure, having regard to its operational model(s) and various activities, to ensure the charity is using its resources efficiently and effectively. Development and Growth: Work with the senior leadership and operational management team to identify opportunities and areas of sustainable growth in line with the Strategic Plan. Contribute to the development of an income generation plan that secures sustainable income to support our work, and which maintains our strategic goal of generating 60% of income from unrestricted and independent sources. Main duties and responsibilities: Provide strategic financial leadership to the organisation, working closely with the Board, CEO and senior leadership team to produce sustainable and viable long-term business plans. Work closely with the CEO and Strategic Leadership Team to prepare the annual budget for the organisation and support the management team with preparation of budgets to support applications for funding Financial monitoring of all grant income and prepare appropriate grant claims Ensure that finance regulations, policies and procedures are adhered to and updated. Prepare the organisations’ management accounts for review by the Senior Management Team and the Board. Prepare the charity’s year end accounts and work collaboratively with the charity’s appointed Auditors Updated April 2025 - CEO Lead and manage the organisation’s corporate and legal responsibilities to include Charity Commission, Companies House and statutory obligations. Manage the organisations’ corporate and legal responsibilities in respect of all ACM’s offices or workplaces. This will include statutory obligations, Health & Safety, Office insurance, IT and internet policies and obligations. Manage the organisation’s procurement process and oversee contractual relationships to ensure value for money is achieved and maintained Embrace new technology in your role and act as a digital champion for the wider team Work alongside Managers and Team Leaders to a) drive and support organisational change b) design workforce planning and business improvement initiatives and c) improve business efficiency allowing for greater flexibility and planned growth. Work closely with others to embed a performance management culture by ensuring clear objectives, feedback and the improvement of customer service through behaviours aligned with our values. Lead your operational team to develop, recommend and implement policies, procedures and tools in line with the business requirement, good practice, regulatory and legislative requirements Actively support the Board of Trustees and Chief Executive Officer to further to aims and objectives of Age Connects Morgannwg Work positively to enhance engagement/rapport with employees to develop their potential and build team spirit. Build positive and productive engagement/rapport with external organisations. Support to and deputise for Chief Executive Officer, where appropriate. Undertake any other responsibilities commensurate with the grade of the post. We place emphasis on our staff having the following personal characteristics Leads with integrity and takes ownership. Adaptable and receptive to change. Conscientious Confident and assertive Able to work at pace Solution focused and proactive. Cares about people Motivated and enthusiastic – wants to do a great job and always does their best. Has initiative - doesn’t wait to be told or asked Copes well with pressure Not afraid to make mistakes and will learn from them. Team player qualities Why Work For Us? Hybrid working Family friendly employer Mileage allowance Discount at Cynon Linc Access to independent financial advice Workplace wellbeing scheme Employee assistance programme All staff/volunteers working for Age Connects Morgannwg are expected to respond appropriately to any concerns that they may have regarding the abuse/inappropriate treatment of vulnerable adults. This will usually mean alerting their line manager. The protection of vulnerable adults is always a core responsibility. The above is a broad definition of the job responsibilities. It does not take into account every aspect of the job which the jobholder may be required to perform. Flexibility is essential since the jobholder’s working hours will be determined by the requirements of the business