Department - Finance
Reports to - Head of Finance
Reports to you - None, but matrix management relationship with 2/3 Finance colleagues
Hours of work - 37.5 hours a week over five days
Base -Hybrid working for the foreseeable future with regular attendance to the office at least 2 -3 days a week at our office in Hampstead North London
Our vision
Our vision is for everyone served by the Royal Free London NHS Foundation Trust (RFL) to have access to world-leading healthcare, delivered by a thriving workforce, and driven by medical research that has a global impact. We support the 10,000 staff of the RFL and their 1.6 million patients across Barnet, Chase Farm and Royal Free hospitals and more than 30 NHS services.
What we do
Through the services we provide, and the programmes and equipment we fund, we make a profound and immediate difference to patients’ experiences of care. Our volunteering, support hub, and complementary therapy teams enhance the hospital journey for all patients – whether they live locally, or come from further away to access the trust’s specialist services. Our support of the RFL workforce enables staff to perform at their very best. Spanning individual professional development and training through to organisation-wide interventions, our initiatives bolster employee resilience and mental health so staff can achieve the best outcomes for patients. We fund ground-breaking research with the potential to change people’s lives, whether it’s through our grant programmes, commissioned research or delivering major capital funding appeals.
Our approach
We are a solution-focused strategic partner to the RFL, helping our hospitals to go further and faster than the NHS could do alone. We believe funding decisions should be made based on strategic priority and impact, with a strong focus on co-production.
The Royal Free Charity (the Charity) invests in:
- Enhanced support for patients
- Vital support for our staff
- Ground-breaking research and innovation
- Cutting-edge medical equipment
The generosity of our donors, fundraisers and volunteers enables us to do this.
The charity, which employs about over 80 FTEs, is working towards becoming an employer of choice.
Finance Business Partner (Corporate Services)
Job Purpose
- To be the lead accountant within the finance function supporting our corporate activities, including HR, Comms, Finance and Property & Operations
- To lead our annual budget setting process and annual refresh of our Five Year Plan
Remit
Finance Business Partnering support for HR, Comms & Finance
- Be the primary point of contact between finance and heads of department
- Support budget holders in managing their budgets, advising and upskilling them where necessary
- Challenge budget holders in the event of variances to budget
- Respond to queries from the business, acting as the ‘face of finance’, and escalating where necessary
- Working with budget holders and finance staff to ensure that management accounts are accurate and accompanied by a strategically useful narrative
- Support continuous improvement of productivity and efficiency
Finance Business Partnering support for Property & Operations
- Lead finance relationship with outsourced service providers (utilities, facilities management, service charge management)
- Lead finance relationship with tenants
- Manage all BAU estates related budgets
- Manage VAT treatment of estates costs
- Advise on strategic estates options to maximise the financial and social returns on our investments
Cash and investments
- Monitor and report on the performance of our investment portfolio
- Working with colleagues to maximise returns on our cash balances while ensuring that we have sufficient liquidity to meet our expenditure needs
Annual and five-year budget setting process
- Own the annual charity budget setting process in collaboration with the FD/Head of Finance
- In parallel, refresh the charity’s five year financial plan
Management
- Matrix management relationship with accounts payable officer and assistant financial accountant
- Approval of journals and invoices for posting
- Work as team member of the Finance department
- Take part in cross-directorate corporate projects and working groups
- Deputise for the Head of Finance and FD for own areas of responsibility
Key Relationships
- CEO
- Director of Finance
- Budget Holders
- Trustees
- Tenants (UCL, NHS Trust)
- Suppliers
- Investment managers
Person Specification
Qualifications, Experience, Skills & Knowledge:
- Experience as a Finance Business Partner or similar role (essential)
- CCAB qualified (desirable)
- Excellent IT skills, including a thorough knowledge of MS Office (Word, Excel and PowerPoint) and databases (essential)
- The ability to manage and juggle a large workload whilst maintaining an excellent service level to internal & external stakeholders (essential)
Communication:
- To have excellent communication skills both verbally and written
Managing Own Performance & Development:
- Strong commitment to growing own knowledge and skills
- Can-do attitude to problem solving and unfamiliar challenges
- Strong drive to take responsibility for own work
Other requirements - we expect you to:-
- To have a good understanding of Equality, Diversity and Inclusion.
- Take time for personal development, contributing learning and ideas to the wider team.
- Able to deal with sensitive information in a confidential and professional manner
- To work unsupervised
- To work to tight deadlines and deliver results
- To have a positive professional work attitude
- Be highly motivated and able to take the initiative
- Be enthusiastic and passionate for the Charity / Hospital environment
- To have a strong affinity with the NHS and philanthropic values
- To have attention to detail
- To support your team and your other colleagues
- Attend meetings and training as required
- Be flexible and respond to the needs of services
- Attend supervision on a regular basis with the line manager
- To treat everyone equally, regardless of sex, age, disability, gender reassignment, race, ethnicity, religion or belief, sexual orientation, or any other protected characteristic
- Read and adhere to the Charity policies, including the dress code, and all relevant legislation and ensure that any team members who report to you do the same
- Be aware of and have a good understanding of Health and Safety at Work and the Fire Procedure and understand the correct action to be taken in the event of a fire
- Work toward the charity’s vision and mission, and act in line with its values of dedication, innovation, partnership, energy and respect.
- To undertake any additional relevant duties as required
This job description is not exhaustive, and the role will include other tasks and responsibilities commensurate with the post and subject to change to meet legislative requirements.
The recruitment process
To apply for this post, please send the following:
- CV (please include your last employer and dates of employment)
- Cover letter addressing how you meet the criteria set out in the job description and person specification,
Please note, that applications submitted without a cover letter will not be considered for this role.
Closing date for application: Monday 15 April 2024, 12 noon.
Interview date: w/c Monday 22 April 2024
Applications will be assessed in order of receipt and interviews may occur at any stage after applications are received.
You must be eligible to work in the UK
We are happy to consider any reasonable adjustments that candidates may require during the recruitment process. If you require any reasonable adjustments at any stage during this process, please contact us as soon as possible.
As an equal opportunities’ employer, the Royal Free Charity is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join in the Royal Free Charity and act in line with our values of dedication, innovation, partnership, energy and respect.
Benefits:
Core benefits
- 25 days of paid holiday, plus three-day office closure rest period between Christmas and New Year, and UK bank holidays. This increases to 30 days leave after five completed years of continuous employment (all leave is pro rata for part time employees).
- A contributory pension scheme, where we match your 4% contribution towards your pension. If you choose to increase your payments into your pension scheme, we’ll match your contribution up to 9%.
- A sick pay package that offers one month’s full pay and one month’s half pay in any 12-month period if you’ve been with us for less than two years. This rises to two months’ full pay and two months’ half pay in any 12-month period after two years of continuous employment.
- Occupational maternity pay and paternity pay packages that provide more generous support than statutory pay alone.
- A flexible working policy to support our employees’ work/life balance.
Support for your financial wellbeing
As a member of the Royal Free family, you’ll be entitled to benefit from:
- Expert financial advice from our financial partner, the London Credit Union
- Savings on purchases with the Blue Light Card
- Our Death in Service benefit
Support for your health and wellbeing
- Gym, pool and classes at our Rec Club in Hampstead
- Secure bicycle parking and shower facilities at our Hampstead site
- Running club
- Monthly guided meditation
- Free massage therapy from our complementary therapy team
- Menopause peer support group
- Employee Assistance Programme offering 24-hour access to free confidential advice and support on work and personal issues.
Should you require more information regarding this post, please contact our office.
The client requests no contact from agencies or media sales.
Background
Climate Lead is a unique organization dedicated to mobilizing philanthropic resources to combat climate change. Climate Lead acts as a guide for philanthropists on a diverse array of climate-focused initiatives, connecting donors with projects ranging from early-stage ideas to proven opportunities ready for scale. Through tailored support and connections to peers, experts, and leading funders, CIimate Lead empowers donors to make informed decisions and collaborate effectively, ultimately accelerating the transition to a more sustainable and resilient future. We are currently seeking three Project Managers in Philanthropy, one based in London and 2 others in the USA (San Francisco and Washington DC).
Purpose of role
We are currently seeking a Project Manager in Philanthropy, whose primary objective is to assist the Senior Philanthropy Advisors (SPA) in securing essential funding to combat global climate change. The ideal candidate will possess expertise in philanthropic activities and proficiency in managing multiple high-priority tasks autonomously, which are crucial for effectively managing various project management responsibilities essential to fulfilling the objectives of the Philanthropy Team. Through collaboration with various teams such as Philanthropy, Global Climate Strategies, Communications, and Operations, the ideal candidates will ensure seamless coordination and delivery of donor-related initiatives and projects. Leveraging their strong project management capabilities, exceptional communication skills, and dedication to environmental causes, the Project Manager, Philanthropy will make a significant contribution to the organization's mission of fostering climate leadership worldwide.
Primary responsibilities
Strategic support of primary donor portfolio (70%)
Donor deliverables (50%)
· Project manage donor deliverables and other donor-related work streams as defined by strategies set by SPAs, including but not limited to developing and managing or leading work plans, timelines, and tracking status of all the moving parts to meet internal and external deadlines.
· Negotiate project timelines and gather input from colleagues to design project plans.
· Serve as a thought partner to SPAs on donor strategies.
· Liaise with members of the Global Climate Strategies, Communications, and Operations teams to ensure effective collaboration on donor deliverables and products.
· Tap the Knowledge Management System to field simple donor-related SPA needs (e.g., pulling final donor products by theme).
· Prepare high-quality, strategic briefs and support preparation of other donor materials (including decks, advisory materials, funding opportunities, etc.) for meetings with donors, ambassadors, volunteers, and partners.
· Responsible for detailed briefings to prepare for donor meetings, events etc. drawing from research and background information from the Senior Research Analyst.
Administration and workflow (20%)
· Summarize and take responsibility for key action items from internal and external meetings, distribute information to teammates and manage follow-up with appropriate internal and external staff.
· Coordinate complex external meetings with the appropriate administrative assistant(s) as necessary across the organization for the Senior Philanthropy Advisors.
· Responsible for timely Salesforce data entry and management including donor activities (emails, meeting notes, etc.), updating and maintaining giving opportunities, projections, invite lists, prospect lists, and monthly portfolio reviews.
Special projects that scale our donor work and advance team goals (30%)
· Contribute to special projects as assigned including but not limited to project management support for Ambassadors, select events, proactive products, and priority big bets; building and maintaining the Philanthropy Team strategic playbook and cascading learnings in partnership with the Deputy Managing Director, and supporting pipeline development in key regions.
Success criteria
· Implementation of complex projects: You’re a confident project manager, leading and executing a portfolio of interconnected projects with close attention to detail across multiple stakeholders. This requires you to be highly organized and attentive to detail.
· Written and verbal communications: Your written and verbal communication skills are excellent, with an ability to deliver verbal presentations in multiple settings.
· Self-motivation: You are solutions-oriented, proactively taking initiative, identifying problems and opportunities across your assignments, and developing recommendations and acting on those recommendations.
· Learning mindset: You desire continuous improvement, have an innate sense of curiosity, are grounded by a foundation of self-awareness that provides space for learning and growth, and are highly adaptable.
· Strategic thinking: You’re a strong conceptual thinker who can quickly grasp and navigate a range of abstract concepts, relate them to one another, and translate those concepts into strategies and practical actions.
Experience
· Project management experience.
· Bachelor’s degree, course work in business management or environmental policy preferred.
· 3 to 5 years of relevant work experience (in or with nonprofit, foundation, or other mission-focused organizations preferred) in a program support role.
· Fundraising experience is strongly preferred.
· Experience working in service to a broad range of clients and stakeholders preferred.
Qualifications
· Strong project management skills.
· Excellent writing and editing skills with proven ability to translate complex concepts into succinct, clear, accessible language for multiple audiences.
· Highly proficient in MS Word, Excel, PowerPoint, Outlook, and Box.
· Knowledge of Asana, Google systems (Drive and Sites) as well as Salesforce.
· Excellent research and analytical skills.
· Demonstrates ability to work individually, as part of a team, and with individuals of diverse backgrounds who are part of the climate change conversation.
· Ability to make decisions independently and work effectively and efficiently with minimal supervision.
· Ability to prioritize, multi-task, and work under pressure in a high-performing team is a must.
· Comfort with flexible, dynamic, and multi-cultural teams across global time zones.
· Passion for environmental issues.
· Business fluency in Portuguese a plus for London-based project manager.
Reporting to: Senior Philanthropy Advisor
At the Climate Leadership Initiative, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of or traits historically associated with race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran and/or military status), domestic violence victim status, political affiliation, and any other status protected by state or federal law.
To apply for the post
To apply for this role, please submit a copy of your CV/resume and a cover letter outlining your interest in the role and how you fulfil the requirements set out in the job announcement.
In addition, we request a writing sample that demonstrates your ability to research and communicate complex concepts in a clear, concise, and engaging manner. Any relevant piece of writing where you have distilled complex information would suffice. The sample should not exceed 1,500 words.
The deadline for application is Wednesday 17th April 2024
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Daryl Upsall International actively promotes equality, diversity and inclusion. In recruiting candidates, we seek candidates with the proven skills required; irrespective of race, gender, religion or belief, age, disability or sexual orientation.
Report to: Assistant Director Of Operations
Responsible for: N/A
Main Purpose:
Working as a specialist practitioner within our Hope intensive support team which is a peripatetic team you will be providing support, multiagency advocacy, case management support and guidance for support workers and clients in our refuges who are multiply disadvantaged and require intensive, well planned and implemented support to recover from the abuse they have experienced, to remain safe from further domestic abuse and to address the additional disadvantages they experience which put their wellbeing and that of their children at further risk. The role includes case management for refuge clients and families who are within the top 20% in terms of vulnerability. This could stem from a multiplicity of intersecting circumstances or being severely vulnerable in one specific area or a mixture of both, bringing expertise in supporting people with mental ill health and you will be a source of ad hoc professional advice for refuge practitioners delivering support to those with mental ill health within the remaining refuge caseload.
Key Responsibilities:
Corporate
1. To maintain and demonstrate a commitment to the Organisation’s vision and values and strategic aims and objectives.
2. To maintain high standards of professionalism and keep abreast of current legislation, standards, best practice and maintain a focus of continuous improvement.
3. To maintain knowledge of the Organisation’s operating environment.
Main Tasks
1. Carry out a complete and thorough family or individual needs assessment.
2. With consent of the client, ensure the participation of all third-party agencies that should be involved in the case to safeguard a strong multidisciplinary working arrangement to support the family/individual.
3. Build a relationship with the adult and any children and work with the adult directly on a one-to-one basis by phone, in person or online
4. Apply a trauma informed approach to establishing and maintaining effective relationships with each client through an understanding of the prevalence and impact of trauma and the complex paths to healing and recovery.
5. Support clients to assess their needs and aspirations, using a client centred, strengths-based approach in line with Safer Places values.
6. Manage and co-ordinate support plans, maintaining the clients’ wishes and priorities at all times.
7. Support clients to understand the range of options available to them for their mental health recovery.
8. Provide and ensure interventions enhance a client’s strengths and increase their involvement in valuable activities in the community and within Safe Accommodation
9. Ensure clients are supported to make choices and access the services identified. This may involve advocating on behalf of your clients for their rights and needs to be met.
10. Provide emotional support, as well as practical support, and signposting to other resources. This may involve attending other services and appointments with them.
11. Ensure support is provided to clients and their children living in the accommodation in line with a structured plan that is driven by the risks posed to the client and the needs and preferences of the individual client, which is regularly reviewed with the client and line manager to ensure it reflects their current situation and priorities across the caseload, using mandated best practice tools.
12. Forge effective professional and close working relationships with colleagues within Safer Places and in third party agencies conducting yourself always in a professional manner.
13. Ensure accurate records are set up and maintained for all contacts and activities following appropriate legislation and policy.
14. Respond to crises, safeguarding issues, and complaints effectively.
15. Oversee a case load of specific clients as directed by your manager, and act as a contact for client-related professionals whilst upholding GDPR personal data policies and procedures.
16. Attend regular casework supervision session with your manager and team to discuss and reflect on client-related work.
17. Take part in effective tasking and coordinating to manage risk, needs and choices of existing clients and referrals to best effect.
18. Ensure clients have in place, and have continuously reviewed with them, robust risk management plans to support them living safely and ensure that they always have 24 hour access to support in the event that a crisis arises and they need to be made safe using additional support.
19. All Safeguarding measures are delivered in respect of clients and their children and that at all times you adhere strictly to Safer Places policies and procedures in respect of Safeguarding vulnerable adults and children.
20. Work closely with external partner agencies, advocating on behalf of individual clients and the client group to ensure that those with specialist needs e.g. Mental Health, Substance Misuse, Legal etc. are able to receive a timely and appropriate service.
21. Support clients to improve their resilience and prospects by encouraging engagement with the various programmes and opportunities offered within the service such as specialist programmes for people who have experienced domestic abuse (Triple R), improving numeracy and literacy, ESOL, Employability and other programmes provided in house or by other community partners.
22. To work flexibly within the shift pattern allocated by your line manager
General
1. The role holder will be expected to perform any other duties that may reasonably be asked of them.
2. To participate fully in the 24 / 7 onsite rota.
3. To act in a professional manner at all times, communicating effectively with colleagues and partners, building and sustaining effective and appropriate relationships at all times with clients, colleagues and partners and complying with Safer Places policies and procedures.
4. The role holder will be able to work within the Safeguarding arena following organisation policies and procedures, be able to Recognise; Respond to; Report and Record Safeguarding issues and understand and make quality Safeguarding Referrals.
5. Comply with data protection legislation, information sharing policy and procedures and all legislation connected to your work. Act in a manner which preserves the confidentiality of all stakeholders.
6. Respect and value the diversity of the community in which the services works in, and recognise the needs and concerns of a diverse range of survivors ensuring the service is accessible to all.
7. Remain up-to-date and compliant with all organisational procedures policies and professional codes of conduct and uphold standards of best practice.
Experience:
- Managing complex casework including risk and needs assessment, safety and support planning, particularly with clients with multiple needs / disadvantages - Essential
- Experience of working effectively within a multi-agency environment - Essential
- Working with clients who have Mental Health - Essential
Skills and Knowledge:
- Have a good understanding of domestic abuse including the impact of domestic abuse on victims and their children.
- Be able to form good working relationships with clients whilst working within professional boundaries.
- Understand Safeguarding and child protection issues, and the legal responsibilities surrounding these issues.
- Understand the needs of vulnerable people.
- Have computer literacy skills and have some experience of working with databases.
- Have excellent communication, negotiation and advisory skills, both written and verbal when interacting with a range of agencies and individuals.
- Have strong crisis management skills and the ability to deal with stressful and difficult situations.
Qualifications
- Hold a clinical qualification or demonstrate equivalent experience in the mental health field.
- Safeguarding Adults Level 2 and / or Safeguarding Children Level 2 or demonstrable equivalent experience and the ability and commitment to achieve qualification within 6 months of appointment
OTHER REQUIREMENTS
- Car driver with access to vehicle - Essential
- Subject to Enhanced DBS Check - Essential
- Ability to work outside the normal office hours working flexibly within the shift pattern allocated by the line manager - Essential
Benefits:
- Competitive salary
- 28 days annual leave plus public/bank holidays. Pro-rata for part-time employees
- Pension Scheme
- Occupational sick pay (on completion of probation)
- Access to Bupa Healthy Minds Support Service
- Employee discount scheme
Upon receiving an offer:
- All staff must complete a DBS disclosure due to the nature of our services. You will also be required to bring proof of ID.
- We are legally bound to check the eligibility of all candidates to work in the U.K. We therefore must have proof of your NI number (either the NI card or a recent wage slip).
- As you will be driving in the course of your duties we are also bound by law to make sure your vehicle is safe and road worthy and needs to be insured for business use.
- We will require two satisfactory references, one of which should be from your most recent/current employer.
This service is run by women for women and is therefore restricted to women applicants under the Equality Act 2010, Schedule 9, and Part 1. Section 7(2) e of the Sex Discrimination Act 1975 apply. The post is exempt from the Rehabilitation of Offenders Act.