Job Purpose To contribute significantly to the financial leadership of Freeways and Freeways Trust, reporting directly to the CEO and the Chair of Trustees as outlined above to deliver agreed strategies relating to all financial requirements to include: Directing and delivering financial, regulatory, company secretarial and facilities services for Freeways and Freeways Trust, ensuring full compliance with all appropriate legislative and regulatory requirements. As a member of the senior management team, sharing overall responsibility for the preparation and delivery of Freeways and Freeways Trust business plans and the day to day operation of the organisation. Overseeing all financial aspects of Freeways and Freeways Trust’s activities, including preparation of budgets for an organisation with a turnover of £5.5 million. Acting as Company Secretary for Freeways and Freeways Trust with additional responsibility for the Freeways Pension schemes providing all relevant services needed to fulfil this role. Key Responsibilities and Objectives Strategic Management To support the CEO to set the overall direction of Freeways and to provide effective leadership in delivering strategic and operational plans, including the tracking and reporting of Key Performance Indicators, impact and progress against plan. To develop a financial strategy and five-year budget plan, including investment plans (for Freeways and Freeways Trust ), which ensure that the objectives and actions in each charity five-year strategy and rolling Business Plan can be delivered financially. To develop and deliver an IT strategy, which ensures that the objectives and actions in the Charity’s five-year strategy and rolling business plan can be delivered on time. Undertaking detailed profitability analysis to ensure informed strategic business planning and investment decisions are taken. Providing strategic recommendations to enhance financial performance and new growth opportunities. To investigate all potential business opportunities both external and internal to ensure the required income stream level is sustainable Playing a key role in the purchasing of services across the charities, including involvement in tendering processes and negotiation of any outsourcing contracts. Financial Management To support the CEO and SEM to understand the financial feasibility of future developments and to plan and manage the best solutions to fund future developments. To lead on the financial aspects of any strategic projects aimed at achieving growth of the organisation. To maintain financial control of all centralised budgets with an overall value of £1m and oversight of devolved budgets to ensure the procedures laid down in the charities financial regulations are adhered to.
Person Specification Shortlisting will be based on the criteria listed below. Applicants should therefore explain in their application how they think they meet the criteria using relevant examples from previous work experience and community/voluntary/leisure activities, as appropriate. Requirements: Essential Desirable Assessment Method Knowledge and Qualifications: Qualified Accountant with one of the professional bodies (CIMA, ACCA, ACA or CIPFA). Good working knowledge of current account software systems. Knowledge of management systems for all accounting functions including cash and banking, nominal ledgers. Experience: Significant experience at a senior financial controller or above level within a comparable organisation. Significant experience in direct management and control of a minimum operational turnover of £5m. Proven experience of direct management and supervision of a finance team. Proven budgetary experience of budget preparation, setting, and monitoring including financial forecasting. Proven experience in preparing and presenting financial / management accounts, reports and data. Experience in liaising with auditors, business advisors and board members. Experience of working in a company secretary type role with involvement in managing different types of pension schemes. Experience of mergers and acquisitions. Other Skills and Abilities: Excellent interpersonal and communication skills both oral and written. Proven report writing skills. Excellent IT skills (Excel, Word, Outlook). Proven experience in dealing with external agencies, such as Charity Commission, HMRC. Sound business acumen. E E E E E E E E E E E E E E D D Application Form Application Form & Interview Application Form & Interview
Team leader and team player. Ability to set targets; motivates and inspires staff to achieve targets. Ability to prioritise responsibilities under pressure and be self-motivating. Personal integrity and confidentiality. Excellent time management skills. Ability to distil complex information. Understanding of charity accounting. E E E E E E D Employee Benefits Annual Leave - entitlement is 35 days including bank holidays. Freeways Pension – You will be eligible to join the Freeways Pension Plan which is based on auto-enrolment after completing 3 months service. Employee Assistance Program – Freeways offers an assistance program for staff which offers on line advice and 24/7 specialist telephone support including a counselling service. This service is free to all employees and their immediate family can also benefit from some support. This service is run by a third party and completely confidential. Working Hours – Freeways office is open from 8am to 5.30pm from Monday to Friday. The working week is 37.5 hours and will be based on organisational requirements. There is also a requirement to be part of an on call system to cover for organisational emergencies. Flexible Working – Freeways understands the importance of work/life balance and will consider all requests for flexible working. Sick Pay – After the completion of a successful probationary period of 6 months, if you are absent from work due to ill health, you will be entitled to occupational sick pay in line with the Absence Management Policy. Special Leave – Freeways recognises that, at various stages during their working lives, personal, domestic, family responsibilities/difficulties or public commitments