WANDLE HOUSING ASSOCIATION JOB DESCRIPTION
Title:
Financial Controller
Grade:
E2a
Managing:
Project Accountant, Finance Team Leader(s) and Finance
Officer(s)
Finance Director
Reporting to:
Overall Objective
Responsible for delivering transaction services (rent accounting, sales invoicing and payments) and
further improving the systems of internal financial control and wider internal controls. Accountable for
production of the statutory accounts, tax compliance and compliance with accounting and financial
reporting standards. To contribute fully to the work of the Senior Management Team, providing
leadership and management to enable the business to achieve its strategic objectives and goals. .
1. Key Result Areas
1.1
Provide transaction services – recording rent transactions, cash transactions (to rent accounts),
payroll, sales invoicing and credit control and all payments.
1.2
Developing, implementing and ensuring compliance with strategies, policies and procedures for
the management of financial transactions (or other transactions with a consequential financial
impact).
1.3
Project managing and producing statutory accounts to the timetable agreed with the Auditors
and the Audit Committee and to the agreed standard. Continuous improvement in the process
of production.
1.4
Liaising with the internal audit contractor to plan internal audit activity, review internal audit
reports and manage the implementation of recommendations.
1.5
Supporting Senior and other managers to improve the systems of internal control, and
specifically assist Managers to design and implement improvements in internal financial
control.
1.6
Ensure that all financial transactions are properly recorded in the accounting system.
1.7
Ensure compliance with requirements of H.M. Revenue & Customs and working with tax
advisers on improving tax efficiency and tax compliance.
1.8
Undertaking project work, with particular focus on financial control, financial management and
technical accounting issues.
1.9
Ensure that there is a comprehensive system of internal control within the team and between
the team and the rest of the business. Accountable for managing the risk of fraud and
weakness in internal controls. Have in place a comprehensive set of policies, strategies and
procedures to enable the business and internal control objectives to be achieved. Ensure that
reconciliation and similar activity is undertaken to support this objective.
2. Key Performance Indicators
2.1
2.2
2.3
Improving overall system of internal control as assessed by the internal auditor in their annual
report.
Meeting or improving against the timetable and budget for production of statutory accounts
(and projects if applicable).
Meeting key performance measures in relation to transaction services (for example, amending
rent accounts within published timetable).
3. Activities underpinning key result areas and performance indicators
3.1
Intellectual and conceptual development of ideas and activities; research and analysis of
research.
Financial Controller Role Profile July 2010
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3.2
Leadership, coaching, motivation and management of direct team, whole finance team.
3.3
Communication including training both written and oral, in words and numbers.
3.4
Relationship management both internally and externally
3.5
Application of core financial disciplines – accounting, projecting, developing and implementing
systems of internal financial controls, compliance with statutory, regulatory and professional
requirements and standards. Reporting to a wide range of stakeholders.
Using critical and systems thinking to develop processes, risk assess processes and
subsequently document and train others on the process.
Financial analysis and forecasting using MS Excel and other financial applications
3.6
3.7
3.8
Use of risk management and investment appraisal techniques, including using wider commercial
awareness in the application of risk management.
4. Equal Opportunities
4.1
Actively promote the Association’s Equal Opportunities and Diversity Policies in all aspects of
duties relating to staff, residents, contractors/consultants and external agencies.
5. General
Any other activities and responsibilities that are commensurate with the generality of this job
description.
6. Proficiency Levels
Self
Management
Communication
Skills
Service
Excellence
Internal
Assurance
Management of
Change
Level 6
Level 6
Level 6
Level 6
Level 6
7. Management Expectations
Leading a Team
Level
Managing Delivery
Level
Financial Controller Role Profile July 2010
Managing People
Level
Managing Change
Level
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WANDLE HOUSING ASSOCIATION
PERSON SPECIFICATION
Title:
Financial Controller
Grade:
E2a
Managing:
Project Accountant, Finance Team Leader(s) and Finance
Officer(s)
Finance Director
Reporting to:
Attributes
Experience
Knowledge
and Skills
Essential
Desirable

Experience of developing systems of risk management and
internal control.

Extensive experience of preparing statutory accounts and
developing practice from the regulatory framework of
accounting.

Very good understanding and / or direct experience of
working with the SORP applicable to Housing Associations.

Experience at Manager level or above in a medium or large
audit firm (or exceptionally, experience as a senior internal
auditor in the commercial or housing sector)

Experience of leading, managing, coaching and developing
a team.

Extensive experience of networking and building
professional relationships both internally and externally.

Experience of developing and automating financial reports.

Experience and track record of improving financial
performance.
Demonstrable ability in research, analysis and developing
ideas and concepts.


Comprehensive knowledge of risk management and internal
controls.

Demonstrable ability in system and process thinking. .

Ability to communicate clearly, succinctly, with confidence
and without use of technical language to a wide range of
audiences.

Commitment
Education and
development:
Demonstrable skill in preparing project plans, undertaking
financial analyses, synthesising commercial and key
performance indicators in financial analysis.

Commitment to the strategic objectives and an ability to
work beyond the technical skill and specific requirements set
out in this role profile to achieve those objectives.
 CCAB qualified accountant with at least three years post
qualification experience.
Financial Controller Role Profile July 2010
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 Demonstrable record of professional and personal
development
Behaviours
Customer
Focussed
Delivers
excellent
service
Results
Focussed
Gets things
done
Can Do
Positive and
helpful
Financial Controller Role Profile July 2010
Continuously
Improving
Always looking
to get better
Collaborative
Principled
Works
effectively with
others
Trustworthy
and fair
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