Summary

Are you experienced in development appraisals?

Do you have experience of working in the housing or property sector?

Are you looking to join a company that can provide you the recognition and long term career prospects you desire? We want to hear from you!

At One Housing, we have an opportunity for a Financial Planning Analyst to join our team.

In this exciting role, you will responsible for reviewing new property development appraisals and supporting the delivery and design of the Group’s Long Term Financial Plan. This role would be suitable for candidates with the right skills and experience who also share One Housing’s values and will make an active contribution to achieving our vision.

Duties

• Working with the New Property Development team to review investment appraisals, using either ProVal, Argus or bespoke models and contributing to the reports submitted to Executive for approval of all schemes.
• Produce Stress tests and scenarios analysis of the Long Term Financial plan to assess the financial viability of the group.
• Understand and explain model results and wider commercial implications, verbally and in written reports.
• The creation and maintenance of in-house Excel appraisal models for complex schemes and projects including detailed cashflow, accounting and key performance indicators (KPI) to support commercial decision making, capacity maximisation and negotiation with stakeholders.
• Monitor and report on financial performance through financial models and advise on corrective action or escalation as required.

Benefits

• Annual leave – 28 days plus bank holidays
• Buying and selling annual leave - We know that getting the balance right between work and home life is a big part of supporting our colleagues’ wellbeing.
• Paid time off to volunteer in our communities.
• Season ticket loans
• A healthcare cash back plan – allowing you to claim back cash for you and your family’s routine healthcare.
• Colleague recognition scheme – we let you know when you’ve done a #greatjob
• One Academy – our innovative, in-house learning and development offering, designed to support with your personal and professional development.
• Study leave – up to five days off per year to study toward a relevant qualification.
• Career break - after three years’ continuous service.

About you

• Part or fully qualified accountant (CCAB/CIMA)/Finance Analyst (CFA)
• Knowledge of investment appraisal techniques
• Knowledge of the Housing Sector
• Experience of working with new property development appraisals.
• Proficient in the following software packages: Housing Brixx, SDS-Sequel, ProVal.

About Us

One Housing helps people to live better by providing high quality homes and care across London and the South East. We manage approximately 17,000 homes and have plans to build 5,000 over the next ten years. We also support over 9,000 people to help them live independently.

Our vision is to create places for people to call home and support them to live well. We do this by ensuring our five core values are embedded in everything we do, and by creating teams of dedicated people who share these values and actively contribute to achieving our shared vision.

As an organisation with a strong social purpose, One Housing works in some of the most diverse communities in the UK and their workforce reflects that. We understand the strength we gain from having and supporting our diverse teams. The different skills and experiences that our colleagues from different backgrounds bring to us allow us to make better decisions, consider different views and be an altogether more interesting and cohesive place to work.

We welcome applications from everyone, regardless of their background.

Strategic Financial Analysis Lead (A)

£50,345 – £57,917 per year + £2,000/£4,000 Accountancy Allowance

The Department for Digital, Culture, Media & Sport (DCMS) is at the heart of the government’s economic and social agendas. A quarter of UK businesses are in our sectors and are among the most exciting and fastest growing of the whole economy. They provide 5.2 million jobs and deliver £38bn worth of exports. Our mission is to drive growth, enrich lives and promote Britain to the world.

Working in conjunction with our over 40 Arm’s Length Bodies, we strive to create the conditions for everyone to enjoy our national culture, play sport, make the most of new technologies and have access to effective communications. Our sectors are critical to ensuring we have a strong place in the world - creating a global UK whose cultural, technological, creative, community and sporting assets mark us out as an essential partner for trade and investment. And making places that people want to live in, work in, invest in and visit.

The Strategic Finance team lead on all Departmental-wide Financial considerations. These include:

• Leading on Fiscal Events Financial Strategy, including all financial input into Spending Reviews and Budget
• Providing all Financial Analysis relating to medium-term financial planning
• Liaising with HM Treasury on all financial issues and fiscal events
• Support on Business Planning for the Department, ensuring our funding is allocated according to our priorities and provides greatest value for money
• Leading on all Financial Planning for future years, ensuring any financial decisions take into account future trends and strategies

The position will take the lead on Strategic Financial Analysis for the Department and our ALBs. They will use their analytical expertise to work with our data and across the Department and our ALBs to deliver a successful Spending Review and beyond, and provide an oversight to the Department’s Finance Committee and Investment Sub-Committee, ensuring funding is spent in compliance with Managing Public Money.

Key responsibilities include:

• Lead on all aspects of analysis relating to the Spending Review, future fiscal events and financial planning. This includes trend analysis and analysis of all new bids, ringfenced funding and expected budget requirements in order to tell a coherent story to HM Treasury.
• Own any templates that we are required to return to the Centre, ensuring that all decisions are tracked and reconcile within our return.
• Lead on modelling of savings and efficiencies across the Department, ensuring we fully understand the impact of any decision to reduce funding in areas if we are looking to prioritise particular areas. This work will feed into advice up to Ministers and our Executive Board.
• Lead on the zero-based review of Capital spending, analysing our current capital spend and working with the Strategy function to analyse the impact of new capital bids.
• Support Finance Business Partners in providing assurance on Business Cases, ensuring all new bids are in line with Managing Public Money and our Departmental objectives.
• Work closely with Finance Business Partners to undertake trend analysis for our Financial Narrative across the Department and our ALBs.
• Lead on the analysis and consolidation of numbers required for our annual Business Planning Round, working closely with Finance Business Partners to fully understand our requirements.
• Embed a process of future year forecasting, which will enable us to analyse our expected financial trends into the future.

The successful candidate will demonstrate the following:

• Experience of providing financial analysis on complex projects
• Collaborative and able to work well with others
• Able to work well under their own initiative
• Solutions-orientated and able to complete work in a timely manner without prompting
• Full CCAB or CIMA accountancy qualification, or actively training (desirable)
• Experience in writing advice to senior leaders and ministers (desirable)
• Intermediate or higher Excel skills (desirable)

For more information on the key responsibilities and tasks, please apply using the link for the full candidate pack, or contact Michael Swinburn or Stuart Thomson at our retained search agent, Robertson Bell.

Do you have project management experience and a passion for the heritage sector?

Cause4 are looking for an experienced Head of Programme to take the lead on our new Business Support Programme with the National Lottery Heritage Fund. 

You’ll be working with an exciting new partnership of Cause4, Creative United and the Arts Marketing Association. 

The new Head of Programme will work closely with Cause4’s Director of Strategy and Programmes, to deliver the aims and objectives of the Heritage Fund programme. This is a new post within the organisation.

This is an ideal position for an experienced Project Manager, Producer or Head of Development interested in the development and delivery of arts, heritage and cultural support programmes, in a national context, with a wide brief to support and develop the fundraising skills, and business models of the sector.

The role is ideal for a candidate with experience in training delivery for small arts and heritage organisations, or someone interested in learning specific skills in training delivery as part of a future portfolio. All training will be provided.

The deadline for applications is 21st August 2020. Subject to Government guidelines we will interview face to face but Zoom interviews may be required for the first interview. Interviews will be held in Cambridge on the 26th August 2020.

Download the job description for more information about the position and full details on how to apply. 

Please note that the salary range for qualified candidates will be £37,922-£44,336, plus £4,000 accountancy allowance.
The salary range for part-qualified candidates will be £33,107-£38,618, plus £2,000 accountancy allowance.

The Department for Digital, Culture, Media & Sport (DCMS) is at the heart of the government’s economic and social agendas. A quarter of UK businesses are in our sectors and are among the most exciting and fastest growing of the whole economy. They provide 5.2 million jobs and deliver £38bn worth of exports. Our mission is to drive growth, enrich lives and promote Britain to the world. 

The Reporting & Management Accounting Manager is a new role which is being created as part of a transformation of the DCMS Finance team. This change involves bringing management accounting and reporting tasks out of the Finance Business Partnering (FBP) team and into a central hub. This will facilitate more consistent, efficient and dynamic reporting, as well as greater efficiency in routine management accounting tasks. It will enable the Finance Business Partners (FBPs) to focus on value-added activities supporting the department’s policy teams and over 40 arm’s-length bodies.

This role is an opportunity to help establish and shape the MA Hub function. Most of the reporting within the remit of this role currently resides within the FBP team and needs to be centralised and overhauled. The role-holder will also work with the FBPs to design and produce new reporting to address currently unmet needs. They will develop a broad understanding of DCMS’s core policy areas and systems and be challenged to make newly-centralised routine management accounting processes as efficient as possible.

Key responsibilities are as follows:

• Produce monthly core department budget holder reports and Director General reports, ensuring that these reports fully and accurately reflect actuals, forecasts and budgets; reconcile to department funding and agreed delegations; and enable sufficient insight for review by various stakeholders
• Coordinate and optimise the process flow for the monthly update of core budget forecasts, and upload forecasts to the finance system
• Work with the Finance Business Intelligence team to test, trial and design more dynamic, efficient reporting using data infrastructure improvements currently in the pipeline, such as a database and business intelligence tool.
• Improve reporting by providing insight into predicted future performance and the robustness of forecasts through analysis of run rates and prior year comparisons
• Prepare and post journals, including re-accruals, reallocations and payroll adjustments.

The successful candidate will demonstrate the following:

• Be a fully- or part-qualified CCAB or CIMA accountant with excellent spreadsheet skills 
• Have a collaborative approach and the ability to work well with others, as well as working well under own initiative
• Knowledge of central government accounting and budgeting rules (desirable)
• Experience of creating reports in reporting tools like Power BI, Tableau, Qlik or Google Data Studio (desirable)
• Experience in an FP&A or other reporting-focused role, and/or in a management accounting role with a significant reporting element (desirable).

For more information or an informal discussion, please apply via the link, or contact Michael Swinburn or Stuart Thomson at our retained search agent, Robertson Bell.

We are delighted to be partnering with the English National Opera, a nationally recognised arts charity, renowned for both their breath-taking productions and outreach work.

Currently going through a finance transformation project, this is a very exciting time to join as Financial Accountant, as you will be part of an established charity that is devising and implementing fresh ideas.

Key responsibilities for this role include:

• Running month end processes by processing various income and expenditure items including their reconciliation
• Preparing balance sheet reconciliations on a monthly basis
• Preparing and submitting the quarterly VAT and withholding tax returns
• Overall responsibility for all capital expenditure including budgets, maintaining the fixed asset register and posting monthly depreciation
• Assisting with the preparation of the statutory accounts including auditors lead schedules
• Preparing the monthly cashflow
• To challenge financial processes and work with the HOF to improve the control environment in the organisation

To be the right person for this role, you will have had experience of different accounting cycles and will be methodical with strong problem solving capabilities. Your excel skills will be excellent and you will be a qualified finance professional who is keen to learn and progress their career.

Video interviews are being held in the second week of August, however outstanding candidates may be able to be seen early, so apply now or contact Emma Jaggs at Allen Lane to find out more.

Management Accountant

An exciting opportunity for a part qualified management accountant has arisen at one of London’s fastest growing educational charities. A commercially minded and forward organisation, this role will suit someone who has experience in either the charity or education sector. If you are a part qualified finance professional, with excellent management accounting experience, this could be the right role for you!

The responsibilities for this role include creating the monthly management packs by liaising with mid-level and senior stakeholders across the organisation, working with budget holders on their accruals, deferments and budgets, supporting the Head of Finance as necessary. You will sit as part of a fairly small finance team, so must be able to work outside your job description, gaining exposure to a range of charitable financial activities.

Requirements:

· You must have at least 2 years management accounting experience, with exposure to the full management accounting pack and ideally have written or produced commentary

· You will be part qualified, with the desire to qualify in the next few years (there will be opportunities to work outside your job description on other exciting projects)

· You have worked with accruals, deferments and journals, and are able to apply your technical knowledge in ways that are easily understandable to non-finance professionals

· You will be articulate, emotionally intelligent and bright, with excellent attention to detail and organisation skills

Benefits:

· Study support including 5 extra days leave a year and money towards your studies

· Salary of £32,000 to £37,000 per annum

· Working in a close knit, friendly team in an artistic and expressive space

If you are interested in this role, please apply to find out more.

Marie Curie provide care and support for people across the UK living with any terminal illness. An opportunity to join this life-changing charity has arisen, as Marie Curie are looking for a finalist or qualified Financial Accountant to join the finance team alongside the new Financial Controller.

This role will be ideal for a person who is a finalist or fully qualified with experience in either an audit firm or in a large finance function.

Responsibilities

• Support the Financial Controller in ensuring the accuracy of the Trial Balance by preparing regular reports and analysis for review, coordinating monthly process to review balance sheet reconciliations and to ensure a strong control environment, particularly through regular review of key processes.
• Maintaining an accurate Fixed Asset Register through regular postings, based on review and liaison with Budget Holders. Prepare capital expenditure reports and support in ensuring that all payroll costs are accurately reflected in the Trial Balance.
• Preparing timely and accurate VAT returns any handling other tax related queries whilst supporting the year end process to deliver a clean audit.
• Preparation of cash flow reports and forecasts for Financial Controller.

Requirements for the role:

• Extensive financial accounting and tax experience in roles within a medium/large sized finance function or audit firm
• Knowledge of key principles and concepts needed for strong financial controls (Charity sector specific knowledge is desirable)
• Outstanding attention to detail
• Recognised accountancy qualification (ACA, CIMA, ACCA or CIPFA)
• Ability to understand complex processes and drive through improvements

Timings:

• Closing Date:  31st July 2020 (applications being reviewed on a rolling basis)
• Interview date: 5th - 7th August 2020

To find out more, please contact Emma Jaggs at Allen Lane for an informal conversation, or apply below to be considered.

Job Purpose 

The post holder will provide analysis and support to the Director of Corporate Finance and the Head of Treasury in managing the Group’s treasury position, including management of the £1bn debt portfolio, the provision of timely and accurate reporting and undertaking specialist treasury projects. 

Principal Outputs & Responsibilities

Supporting the management of all the Group debt facilities and derivatives, including:

Debt management & reporting

• Maintaining the treasury debt portfolio ensuring all records are accurate for the Group.
• Working with treasury accountant to ensure that all treasury activity is correctly recorded in the Group’s systems.
• Providing daily reporting on the debt position of the Group to the Head of Treasury.
• Preparing and managing medium-term (monthly 60 months rolling) cash flow forecast. Producing a monthly cashflow forecast variance report.
• Reporting on treasury KPIs to Head of Treasury including projected liquidity, liquidity ratios, WACC and borrowing capacity.
• Updating and owning the development capacity report.

Funder liaison

• Collating information and data in response to funder enquires, including compilation of Quarterly briefing notes.
• Ensuring that loan drawdown and rollover notifications/letters are drafted for approval and issued to group counterparties in line with the requirements as set out in the loan agreements.
• Providing support to Head of Treasury during arrangement of new banking or debt capital markets facilities.

Governance and compliance

• Monitoring performance against Treasury Management Policy parameters.
• Maintaining a database of external reporting and compliance requirements under the Group’s facilities.
• Preparing and reporting on financial covenants under the Group’s facilities.
• Co-ordinating and preparing regulatory returns.
• Adhering at all times to One Housing’s treasury management policy, ensuring this is embedded in all treasury operations that the post holder is responsible for and delivering all requirements required under the Policy. 

Treasury process improvement

• Ensuring that the Treasury Management System is kept up to date and maximum efficiencies are delivered from the system.
• Preparing and maintaining comprehensive procedure notes and records.
• Continually driving process improvement regarding all aspects of the Treasury function.

Other treasury tasks

• Supporting a wide range of financial analytical tasks as they arise.
• Supporting treasury team activities as they arise.
• Supervising the Junior Treasury analyst and provide cover for this position.

Skills and Experience

• Employment experience in treasury, ideally with debt, debt capital markets and derivatives experience.
• ACT/CFA Qualified or actively studying towards the qualification.
• Strong Excel skills with ability to build and maintain complex financial models.
• Experience using Treasury Management Systems (desirable).
• Graduate degree first or 2:1 in a numerate or science subject.
• Analytical approach and a right first-time approach.
• Good written and verbal communication.
• Self-motivated and comfortable with juggling multiple priorities.
• A “can do” attitude and desire to progress through a career in treasury.

Other Duties

• Ensure that responsibilities for Health & Safety are properly understood and discharged as defined in One Housing’s Health & Safety Policy and that Health & Safety concerns are promptly and clearly communicated to the appropriate people.
• Comply fully with One Housing’s policies and procures including the standing orders and financial regulations.
• Comply with the Equal Opportunities and Diversity Policy
• Comply with the Data Protection Act (all employees will not disclose or make use of for their private advantage any information held on record which is not available to the public)
• Carry out any other reasonable duties as required

Our partner is a leading humanitarian and development organisation. They are seeking a Management and Project Accountant to support and establish sound financial systems in line with the needs of the organisation. 

Key Responsiblities Include:

• Monthly management accounts preparation.
• Quaretly financial report preparation - for both Trustee and Board approval.
• Maintain integrity of the financial information; review grant agreements, transfers and international invoice payments; review accounting processes & controls, and propose actions to mitigate any risks and implement process improvements as appropriate.
• Provide finance support and financial management surge support to international teams as required.

Person Specification

• Qualified accountant with experience of working in international development and/or non-profits.
• Experience of developing financial systems to support international operations
• Experience with institutional donors, including budget proposal development, budget management, grants compliance & reporting.
• Flexible, able to adapt to workload and changing priorities as required
• Excellent communication skills – able to communicate to finance and non-finance staff.
•  

*Please note this role is only open to candidates with the right to work in the UK without requiring sponsorship. Our partner is considering candidates on a rolling basis, and therefore early applications are strongly advised.

Renaisi is a 20-year-old social enterprise on a mission to help people and places to thrive.

Renaisi does three complementary things:

1. Provide employment and inclusion programmes for people experiencing disadvantage and exclusion from three offices in London (Hackney, Haggerston and Lambeth).
2. Work with institutions across the UK to help them understand and increase their impact on communities through research, evaluation and learning partnerships.
3. Generate insights and learning from across our work to help us explore what it takes to improve a place.
Understanding the place around a person helps us to provide meaningful support and advice, which leads to benefits for individuals and their communities.

Renaisi has been delivering RISE to support refugees in 10 boroughs in North & East London into sustainable employment since 2017, and funding is in place until 2022. This project is funded by the European Social Fund and The National Lottery Community Fund.

The purpose of this role is to assist in the delivery of RISE by reviewing, developing, and co-ordinating relevant partnerships and joint activities aimed at supporting customers to access relevant support and services available in their community and overcoming barriers to employment.

The post holder will need to work collaboratively with the team to establish a comprehensive support service that enables our participants to overcome personal barriers and address their employability needs during the remainder of the programme.

The need for this role has become more apparent during the Covid-19 pandemic, in ensuring that our customers can access essential support from specialist agencies, and the role is particularly important for ensuring that we have partnerships in place to support customers if the programme cannot continue delivery once the current funding ends.

The main objectives of the post are to:

• Coordinate and sustain the activities that were set up as a response to customers’ needs arising from covid-19, which includes coordinating the pick up and delivery of hot meals and food packages provided to some of our customers on a weekly basis. This services is kindly supported by a group of local volunteers who run the deliveries. This post therefore might involve recruitment of volunteers if needed.
• Work collaboratively with the team to identify the needs of their case load that are not being met through current provision or partnerships.
• Identify organisations who can provide services that address the needs of our case load and negotiate a referral process, including opportunities for co-locating or delivery of specialist services on Renaisi premises.
• Work with the Partnerships and Business Development Manager to identify opportunities for sustainable partnerships that will support the organisation’s mission beyond the life of the programme.

How to apply:

For information on how to apply and to view the JD/PS, please visit our website. 

CLOSING DATE: Midnight on Sunday 16th August 2020 – applications received after this time will not be considered.

Renaisi is an equal opportunities employer.

No agencies please.

Job purpose and summary

CDP is looking for a committed and dynamic change agent to join the Global Policy Team, leading the development and implementation of the sustainable financial system dimension of the CDP Policy Programme Plan. The role is new for the team and offers space for shaping content and definition of the programme, in the pursuit  of the overall CDP’s vision for a Sustainable Financial System. The post holder will report to the Global Director, Policy Engagement and work closely with the capital markets and the thematic teams.

About CDP

CDP is an international non-profit that drives companies and governments to reduce their greenhouse gas emissions, safeguard water resources and protect forests. Over 8,400 companies and 920 cities, states and regions disclose their environmental data to CDP. Our platform is one of the richest sources of information globally on how companies and governments are driving environmental change. By working with institutional investors with assets of US$87 trillion, we leverage investor and buyer power to motivate companies to disclose and manage their environmental impacts.

This role sits within the Global Policy Team, a dynamic group of committed policy professionals that engage with policy actors at global, regional and national level to advance the CDP Agenda.

Key responsibilities include:

• Lead the implementation of the CDP Policy Programme Plan to (a) enhance policy conducive to more and better corporate environmental disclosure and (b) shape a Sustainable Financial System
• Develop (and coordinate the implementation of) policy engagement with key policy actors, including policy makers, central banks, financial regulators and supervisors, stock exchanges, Ministries of Finance, Development Finance Institutions
• Establish, map and manage relationships with the institutions mentioned above, in collaboration with the Regional Policy Teams
• Contribute to the management of the internal Global Policy Team knowledge on the topic.
• Develop policy briefings based on CDP’s data, disclosure, research, insight and expertise to inform a sustainable financial system
• Work closely with the capital markets and the thematic teams at CDP to develop briefings, ensure alignment of messages and coordination in the engagement with the above-mentioned organizations.
• Prepare briefings and bridge information to the organization above
• Draft internal and external communication e.g. content for outreach on policy-related updates

Required skills and experience:

• Minimum 5-year work experience in the field of finance, macro-economic policy, financial regulation and supervision. Experience of working within the financial system or on sustainable finance would be an advantage
• An educational background relevant to the role
• Knowledge of the dynamics and mechanisms governing the financial system
• Excellent communication skills, both written and verbal in English
• Proven teamwork and collaboration skills
• Track-record of international work and across time zones
• Solid analytical skills (e.g. in data analysis, political analysis, research)
• Strong project management skills, with proven track record of effectively leading workstreams
• Ability to work well to tight deadlines and in circumstances where things can change quickly, whilst ensuring attention to detail
• Strong stakeholder management experience

Desired skills and experience

• Familiarity with corporate sustainability and disclosure is an advantage
• Interest in policy engagement on sustainable finance
• Professional proficiency of other languages

This is a full-time role based at CDP’s London office , reporting to the Global Director - Policy Engagement. Contract is fixed term (1 year), with the expectation of extension. Interested applicants must be eligible to work legally in the UK.

Salary and benefits: £45,000 - £ 53,000 per annum, 30 days’ holiday plus bank holidays, generous non-contributory pension provision, annual discretionary bonus (depending on company performance), Employee Assistance Programme, life assurance, training and development, flexible working opportunities and other benefits.

Before you apply

We’ll only use the information you provide to process your application. For more details on how we use your information, see our applicants privacy notice. By emailing us your CV and covering letter, you are permitting CDP to use the information you have provided for recruitment purposes.

How to apply:

Please visit our website to find out how to apply.

While we truly value the time you invest in the application, we regret to inform you only shortlisted candidates will be notified. Should you not hear from us within 4 weeks from the deadline, you can consider your application unsuccessful.

The deadline is August 16th, 23:59 GMT.

We have an additional role within our Opportunities team for a Part Time Recovery and Opportunities Co-ordinator.

SHP (Single Homeless Project) is one of London’s leading homelessness prevention charities and a dynamic and growing organisation changing 8,000 lives every year across London - from supporting people in crisis, to helping them take the final steps towards independence and employment.

As part of SHP’s Opportunities Programme, you will be responsible for designing, implementing and co-ordinating a recovery-focused activities and group work programme, within designated housing schemes.  This will be co-produced with clients, within a Psychologically Informed Environment (PIE - an approach to supporting and working with clients, which SHP provides a comprehensive training programme to all staff within client services).

You will also facilitate group work and activities, as well as coach and support staff members, volunteers, students, clients and peers, to lead on groups and activities themselves.  Other responsibilities include working with partnership agencies, to ensure the programme meets the needs of clients, supports their recovery and their move towards independent accommodation. 

To be successful, you will have experience of working with people who have needs in one of the following areas; mental and physical health, substance use or offending.  You will also have experience of developing, facilitating, co-ordinating and group working, as well as the ability to teach, coach and support staff and clients to develop and run groups.  Additionally, experience in developing and maintaining positive partnership relationships with a range of internal and external providers and services, is also required.

We welcome and encourage applications from all backgrounds and are committed to having a team that is made up of diverse individuals, skills, experiences and abilities.  Due to current under –representation, we therefore particularly encourage applications from individuals within our Black and Asian communities and from individuals with lived experience of services.   

Closing: 31st August 2020 (at Midnight)

Interviews:  during September 2020 

This post will require an Enhanced DBS check to be processed for the successful applicant.

Our attractive benefits package includes:

• A salary increase after successfully completing six months.
• A 37.5 hour working week including flexible working hours (core hours are 10am – 4pm) in non-accommodation services
• 25 days annual leave, increasing annually to the maximum 30 days (plus paid Bank Holidays),
• A contributory pension scheme: SHP will contribute the equivalent of 5% of your annual salary
• Staff Health Cash Plan and discounts scheme
• Comprehensive and integrated training programme designed specifically to develop the skills and knowledge involved in our work

SHP is actively committed to equal opportunities and the promotion of diversity and inclusion, in all of our services and workplaces.  We are also Disability Confident Committed, a Stonewall Diversity Champion and IIP accredited.  In the London Homelessness Awards 2019 one of our Projects was commended for their work.

Working for a prestigious education institute and reporting directly in to the Deputy Director of Finance, you will be an experienced finance professional who has worked within the specialist area of AP / AR. Leading a small team of non-qualified and part-qualified individuals, you will take responsibility for the day to day running of the transactions team. 

• Leading a small team of transactions specialists across AP & AR
• Oversight of intercompany and bank reconciliations
• Management responsibility for the entire Accounts Payable Process
• Business partnering with both finance and non-finance to drive timely and accurate payments
• Review and improve existing processes, policies and procedures in relation to the AP & AR processes

This role will offer remote working options for the foreseeable future pending Covid-19 related government guidance, though it is expected to be partially office-based in the future. 

You will be QBE, Finalist or Qualified accountant, with  a background in AP & AR ideally within the Education or Not-for-Profit sector. 

Overview

We are looking for a Funding Operations Officer to join our Finance and Operations team. The Finance and Operations team is a vital part of the Charity’s ability to make an impact and improve health in Lambeth and Southwark, and uses cutting edge software, including Salesforce and Tableau, for its operational systems and business intelligence. This role is responsible for administering the Charity’s grants and special funds on a day-to-day basis and for responding to incoming enquiries and other communications from grant applicants and fundholders. The role also supports the Finance and Operations team in ensuring accurate reporting and compliance with our procedures, and informs the wider organisation with high quality reporting on grants and special funds.

This is an excellent opportunity to join an experienced and growing team at an exciting time as we implement increasingly sophisticated systems for grants management and reporting, and continually develop innovative ways of working to support colleagues both internally and externally. We are looking for an approachable and ambitious individual who works well in a team, with a keen interest in developing their skills and experience, particularly around great customer service and grant administration.

The role will support the Charity’s work through both our Funding and Trust Engagement teams, who work on our exciting Programmes and with Guy’s and St Thomas’ NHS Foundation Trust to improve the health of people living in Lambeth and Southwark. The role also manages claims to our special funds, which are the restricted donations for use at Guys and St Thomas’ hospitals, of which we currently have over 150.

Reporting to: Funding Operations Manager

Job description

The Funding Operations Officer is a key role in the Finance and Operations team, that provides operational and financial support across the organisation.

The role is responsible for:

• Processing grants applications, contracts and special fund expenditure accurately and efficiently
• Maintaining the grants management system and other records as necessary, ensuring systems are kept up to date to provide an accurate and true record of activity
• Responding to a wide range of enquiries from members of the public including hospital staff, grant holders and colleagues in a professional, helpful and timely manner
• Assuming joint responsibility with the rest of the Finance and Operations team for: maintaining the accuracy and integrity of the grants management system; preventing fraud; providing cover for absent colleagues when required; and performing any other tasks as may reasonably be required to support the effective operation of the team.

Responsibilities

Grants administration (Programmatic, Trust Engagement and Special Funds):

• Process grants applications from submission of ideas through to decision, following agreed processes and workflows
• Assist with the management of post-decision workflows, including finalising letters of offer, setting up and monitoring payment and reporting schedules, requesting reports and invoices and actioning grant closures, extensions and write back of funds
• Respond to enquiries from grant applicants and escalate more complex enquiries to the appropriate person
• Process grants-related invoices for payment, including the logging, scanning and monitoring of approval of invoices
• Maintain and appropriately file grants-related correspondence and documentation
• Generate reports and provide information and support as required relating to applications and grants for the Funding and Trust Engagement teams
• Carry out basic due diligence checks on grant applicants
• Support colleagues to draft and execute contracts with service suppliers and maintain reports around these
• Support the production of meeting papers and reports

Special Fund administration:

• Process Special fund expense claims and invoices, ensuring all payments are made in a timely fashion and flag issues regarding invoices with key partners and work together to ensure accurate invoicing
• Build relationships with fund holders and support them as required in the management of their fund
• Support the Trust Engagement team to obtain spending plans and other reports from fund holders
• Produce monthly fund statements and distribute to fund holders
• Maintain up-to-date and accurate records of fund holders and other information relating to the funds
• Manage communications with fund holders including creating content for newsletters, drafting key messages, and sending out welcome packs for new fund holders
• Respond to enquiries from fund holders and escalate more complex enquiries to the appropriate person
• Maintain and appropriately file special fund related correspondence and documentation
• Generate reports and provide information as required relating to fund balances, income and spending, fund holders, activity and actions, both internally and externally

General:

• Generate mailing lists based on specific criteria and undertake mailings (e.g. fund holder newsletters)
• Assist with the development of Salesforce, new or improved processes, and new ways of working through user testing and development of guidance
• Provide absence cover for other Finance and Operations team members as agreed from time-to-time.

The job holder will be working in a developing environment and will therefore be expected to undertake other appropriate duties as required for the effective operation of the Charity.

Person specification

Qualifications and knowledge

• Able to communicate effectively with others, both verbally and in writing, especially when explaining process (essential)
• Computer literacy (essential)
• Some familiarity with health/social care/voluntary sector technical language and organisations (desirable)
• Some familiarity with basic financial and grants related terms and concepts (desirable)

Experience

• General office administrative experience with exposure to a variety of processes and activities (essential)
• Experience using the Microsoft Office suite (essential)
• Customer facing or enquiries related experience (essential)
• Regular use of database/CRM systems, finance system or grants management system (desirable)
• Experience in drafting and reviewing supplier contracts (desirable)

Skills and attributes

• Self-starter who is adaptable, works with integrity, and exhibits the Charity’s enterprising, collaborative and delivery-minded cultural and behavioural values
• Willing to learn and develop new skills, and help to develop the knowledge and skills of peers
• Committed to the principle of continuous improvement, with careful attention to detail and due process
• Committed to delivering consistent and high-quality customer service to both internal and external stakeholders
• Good interpersonal skills and able to effectively liaise with both internal and external communities
• Confident in communicating well, both in writing and verbally, and exhibits listening and influencing skills
• Problem solving skills, able to use initiative and actively seeks pragmatic solutions
• Good planning and organisational skills, able to work to multiple prioritised tasks, targets and deadlines, with careful attention to detail
• Team player, with an ability to support effective working relationships
• A self-sufficient individual, who enjoys the challenge of working with multiple stakeholders and complex systems