Job Description

Reports to: Chief Executive Officer

Salary: 38,000 - 40,000 pro rata depending on experience

Terms: Part time at 22 hours

Leave: 25 days (pro rata), plus Bank Holidays and the days between Christmas and New Year.

Location: Mountain Ash and Pontypridd with potential for hybrid working

What you can expect

You will be responsible for overseeing all the financial operations of Citizens Advice RCT, ensuring the integrity of financial reporting, budgeting and financial planning.


Working with the Trustee Board (TB) and Senior Leadership Team (SLT), you will contribute to the development and review of the charity's strategic plan and provide high-level advice in determining the financial strategy.


You will contribute to the development of the organisations Risk Register, identifying controls to mitigate financial risk and ensuring a framework to guide the charity's financial decision-making, thus ensuring the management and administration of the finance function adheres to legislative and regulatory requirements.

Your responsibilities

Financial planning and reporting

You will oversee the preparation of monthly, quarterly and annual finance reports You will provide detailed analysis and variance reports to the senior leadership team, highlighting financial performance and key risks You will manage all day-to-day financial operations, including accounts payable, accounts receivable, payroll and cash flow management You will ensure timely and accurate processing of financial transactions, including partner payments

Budgeting and forecasting

You will advise the Chief Executive on the financial implications of current and planned activities You will lead the annual budgeting process in collaboration with the Chief Executive, senior management team and Treasurer You will monitor financial performance, ensuring adherence to budgets, identifying variances and updating financial forecasts

Compliance and Governance

You will ensure that the organisation adheres to all relevant financial regulations and accounting standards You will work with external auditors during the annual audit and ensure the timely production of the annual accounts You will maintain proper documentation and records in line with financial governance standards You will oversee preparation of all statutory returns

Personnel Management

You will directly manage the Finance Officer, ensuring high levels of performance and development

Learning and development

You will be proactive in your learning and identify your professional development needs We will support your development by providing training and coaching

Being an employee of CARCT

You will contribute to the wellbeing of your colleagues and the employees under your management by being respectful of others You will demonstrate a commitment to our aims and principles, and adhere to our policies to protect the integrity and reputation of the organisation You will maintain professional standards

General

You will carry out any other duties as may reasonably be requested Promote the aims, policies, membership requirements and equal opportunities policies of CARCT. Abide by health and safety guidelines and share responsibility for own safety and that of colleagues

Person Specification

Knowledge

Qualification in Business/ Accounting and/or demonstrable accounting experience A working knowledge of accounting software, e.g. Quickbooks An understanding of the Third Sector financial landscape, including statutory commissioning, tenders and grant funding A working knowledge of accounting in the Charity Sector in recording and preparing financial records in accordance with the Charities SORP. Demonstrable experience of financial and management accounting experience.

Experience

Experience in the preparation of business plans, financial planning, forecasting and viability analysis Experience of policy and procedural development in the delivery of the finance function Experience of producing financial reports for a range of audiences Experience of managing staff and leading change Experience in a similar finance role in a Third and /or commercial Sector environment

Skills & Behaviours

The ability to commit to, and work within, the aims, principles and policies of the CAB service Ability to create a positive working environment in which equality and diversity are well managed, dignity at work is upheld and staff are empowered and motivated to do their best Ability to prepare Charity accounts in statutory format Excellent communication (written and verbal) and reporting skills Ability to clearly explain technical financial information to non-finance colleagues. Positive leadership and management skills Ability to think and plan strategically High standard of IT literacy including Accounting software, MS Office, in particular advanced Excel skills Ability to balance competing priorities and work to tight reporting deadlines Commitment to continuous improvement and quality assurance and able to show flexibility in approach Commitment to Continuing Professional Development A willingness to work occasional evening hours * Qualification with a recognised body in accounting/business and/or Qualified by Experience