Job description

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Lullaby Trust Job description

1. Post

Post:

Department:

Finance Manager

Full time (35 hours per week)

Finance

£40,000-£45,000 Salary: Date of appointment:

To be discussed

2. Supervisory responsibilities/position in structure

Responsible to:

Responsible for:

Chief Executive

Finance Assistant

3. Main function of job (Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required)

To lead the Finance Team within the charity, providing integrity in the financial processes, systems and reporting at the Lullaby Trust, so as to enable effective decision making, ensuring the utilisation of funds in a manner consistent with the charity’s objectives. To be a part of the charity’s Senior Management Team, contributing to the overall leadership of the charity.

The Lullaby Trust Job description (v. 19.11.13) Page 1 of 4

Lullaby Trust Job description

4. Main duties (brief description)

Duties/Responsibilities

Financial Management

Ensure financial management development and direction of the organisation.

Reconciliation of all major balance sheet accounts and revenue reporting between systems.

Oversee transactional input of income and expenditure transactions

Monitor and manage the financial performance of the organisation including production of finance reports for quarterly Board Meetings , The Lullaby Trust

Sales Ltd; and monthly management accounts

Administer payroll, pension and benefits procedures and production

Supporting the Finance and Resource Committee provision of relevant papers and attendance at meetings

Development and implementation of financial systems and procedures to ensure best practice and adherence to all applicable accounting standards.

Prepare statutory annual accounts in accordance with Charity and Company law.

Working with CEO Senior Management Team and Chair of Finance and Resources

Committee to prepare, present and implement the annual budgets and half yearly reforecast

Provision of all necessary information, analysis and assistance to the organisations’ auditors in order to achieve clean annual audits and maintenance of relationships with other professional advisors, such as insurance brokers and bankers.

Act as Company Secretary to the charity and the Sales company and ensure compliance with all financial statutory reporting and filing according to HMRC,

Companies House, The Charity Commission and any other relevant bodies.

Exercise due diligence in respect of financial regulations; internal and external audit recommendations and ensure that control systems are properly implemented to safeguard assets

Ad hoc projects as directed by the CEO

Line Management

To line manage and supervise the Finance Assistant (full time post).

Corporate responsibilities

Member of Senior Management Team (SMT), contributing to corporate decision making

Provide support to CEO and SMT on all financial and relevant general management and corporate matters as they arise

Provide support and advice to CEO and other Senior Management Team members on all financial and relevant general management and corporate matters as they arise.

Ad hoc projects as directed by the CEO

D

D

D

D

D

I

D

I

D

D

I

D

D

Level of responsibili ty: direct or indirect

(D/I):

The Lullaby Trust Job description (v. 19.11.13) Page 2 of 4

Lullaby Trust Job description

5. Requirements to carry out job

E

Qualifications/education and experience required:

A qualified (CIMA, ACCA, ACA or equivalent) or experienced part qualified accountant

E

E Have experience in a managerial finance role, ideally in an SME, not-for-profit organisation or charity

Experience of Sage Line 50

Experience of Raisers Edge or similar fundraising system

Competencies required:

Knowledge of several finance systems and quick to learn new ones

Commercial approach

Knowledge of charity accounts and related SORP

Experience of charitable governance processes

High level of initiative and the ability to work unassisted to complete the finance function and month end tasks.

Must be a self-starter who is comfortable with a high level of responsibility.

Effective communication skills – both written and oral.

Experience of supervision and line management of staff/volunteers

Ability to work collaboratively with colleagues in SMT and with senior trustees of the charity

Ability to interpret and analyse financial reports and write commentary

Intermediate to advanced Excel skills

Strong reconciliation skills

A high level of numeracy and accuracy

Methodical, systematic approach to ensure consistent production of monthly reports and work papers

Eye for detail

Specialist training required:

E

E

E

E

E

E

E

E

E

E

E

Training will be provided on the work of the charity and internal policies and procedures, e.g. data protection.

Any particular aptitude/skill required:

D

D

D

D

The Lullaby Trust Job description (v. 19.11.13) Page 3 of 4

Lullaby Trust Job description

Strong analytical thinker

Ability to multi-task and prioritise own workload

Ability to explain financial concepts to non-financial staff and managers

Ability to quickly establish your credibility within the organisation and with external stakeholders.

Excellent judgement and ability to manage risk

Ability to assimilate new skills and information

Commitment to the Charity’s vision and mission

Personal characteristics required:

Self-motivator with initiative

Proactive, innovative and responsive approach

Commitment to the organisation’s strategic goal to reduce the rate of unexplained infant deaths by 2020 and to support bereaved families

6. Special terms

Working hours:

Benefits

E

E

E

E

E

E

E

The post is for 35 hours a week and will be based in our Head

Office in central London.

25 days annual leave pro rata per annum

Eye-care vouchers and child care vouchers

Free travel loan to work after 6 months

The Lullaby Trust offers a salary sacrifice pension scheme to all employees following completion of an interim probation review.

We encourage you to contribute at least two and five per cent of your salary and will match up to 5% of this contribution to your scheme.

Application details

E

E

E

The Lullaby Trust Job description (v. 19.11.13) Page 4 of 4

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