Finance Manager

Job summary

Job?title: Finance Manager? 

Location: Carers Trust Mid Yorkshire (CTMY) Office, Huddersfield? 

Responsible?to: Chief Executive Officer? 

Hours: 37 hours per week? 

Purpose? 

• To support the?organisation’s?CEO?and?Board of Trustees in ensuring the effective financial and administrative management of the organisation? 

• To contribute to the business growth of the organisation? 

Management Responsibilities? 

• To?be responsible for?the effective management of?financial and other?office systems within?CTMY? 

• To?be responsible for?all aspects of profiling and operational analysis by recording, reporting, analysis,?forecasting?and planning? 

• To?support compliance with Data Protection within the organisation? 

• To work with the?CEO?to plan for business improvements and contribute to general strategic and operational planning? 

• To work with the?CEO and SLT?and contribute to a comprehensive risk management plan for the organisation? 

• Continual review of software systems used to improve financial efficiencies? 

Staffing? 

• To supervise and appraise the staff directly reporting to the post holder, in line with the agreed standards? 

• To?participate?in recruitment and?selection?of?appropriate posts?within the organisation? 

• To produce regular analysis reports for the?CEO,?SLT?and the Board on sickness and absence and the cost implications of absences, Care Support?Worker?and Salaried staff costs? 

Quality? 

• To ensure all quality & performance regulations are adhered to in respect of financial reporting for all internal and external policies? 

FINANCIAL AND SCHEME MANAGEMENT? 

• To?be responsible for?the implementation and?subsequent?updating of all?information and communication technology (ICT) within the organisation, supported by outsourced I.T./technical? support?? 

• To?be responsible for?the operating manuals/ instructions for the ICT systems and ensure that all staff are fully conversant with the effective use of information technology? 

• To?be responsible for?all aspects of the financial administration?of the organisation, including:? 

• monthly?management?accounts? 

• P&L accounts per contract fund? 

• budget preparation and forecasting ? 

• asset register? 

• payroll?and hourly rate analysis? 

• calculation of unit costs? 

• invoices/payments? 

• budgets/updates ? 

• financial reports? 

• end of year accounts preparation?and?liaison with?auditor ? 

• cash ledger? ? 

• credit control? 

• purchase ledger?control and?maintaining?accounts with suppliers? 

• donations ? 

• mileage? ? 

• investment accounts? 

• To produce a monthly Treasurer’s report?with the organisations Treasurer and Finance Committee for all board and finance meetings? 

• To produce, on request, statistical information for monitoring and analysis? 

• To?maintain?automated systems to ensure the effective retrieval of monitoring information? 

Management of the business? 

• To support the?CEO?in:? 

• developing?business relationships with all stakeholders? 

• seeking?and?exploring?business development opportunities which?benefit?carers and the organisation? 

• pursuing?and?negotiating new funding streams? 

• preparing bids and?funding applications (taking?responsibility for all aspects of the costing of new services in preparation for tender)? 

• developing?a funding strategy for the organisation? 

Board of Trustees? 

• To keep trustees advised?of any?financial risk management issues which may affect the governance of the scheme and therefore the trustees’ responsibilities under Charity and Company Law? 

Other tasks? 

• To follow?Carers Trust Mid Yorkshire?Code of Conduct? 

• To ensure that the organisation is compliant with?health and?safety legislation? 

• To work within the philosophy and policies of the organisation? 

• To ensure that equal opportunity principals are?applied at all times? 

• To?ensure confidentiality at all times? 

• To undertake any other duties?commensurate?with the post holder’s grade as requested by the?CEO? 

Office Systems? 

• Good computer literacy is essential, experience with computerised payroll and accounts is?required?– current systems are Iris for Payroll and Xero for Accounts.??In addition, experience with Microsoft Word, Excel, Outlook is crucial? 

• Maintaining recording systems?in accordance with?administrative procedures, utilising organisational software and databases as?required? 

• Comply with?all office systems and procedures actively supporting the finance manager and CEO? 

• Working within current GDPR and Data Protection regulation? 

Health and safety? 

• To implement,?operate?and maintain safe systems of work?in accordance with?Carers Trust Mid Yorkshire policies, procedures and guidance,?training?and associated risk assessments? 

• To report to?the CEO?any situations or issues for concern relating to?reasonably foreseeable?risks, incidents (including near misses) and / or accidents which give cause for concern in relation to safe systems of work (affecting your own health and safety or that of others affected by your work activities)? 

Policy, Legal Framework and Quality? 

• To abide by and to implement all codes,?policies?and procedures of the organisation to?ensure that all aims and?objectives?are achieved and that all organisational and legal standards are met, including CQC and Ofsted standards; supporting the roll out of organisational policies? 

• Report concerns/make?appropriate notifications?to Commissioners and Safeguarding Teams in liaison with the Locality Manager? 

• To?comply with?Health and Safety legislation, including risk assessments and to inform the Registered Manager of any Health and Safety requirements/issues arising? 

• To ensure confidentiality is?maintained?at all times? 

• To?provide a quality service at all times?and ensuring commitment to quality by?observing,?understanding?and implementing relevant aspects of the Carers Trust Quality processes, and any other quality method introduced by the Organisation? 

General? 

• To?participate?in regular One to Ones, Appraisals and Team Meetings? 

• To self-manage training compliance by completing online training and attending practical sessions to ensure that mandatory training is kept up to?date at all times? 

• To work as part of a team, supporting colleagues and providing a flexible service? 

• To work flexibly and in any part of the geographical area of the organisation at the times?required?to fulfil the needs of the organisation? 

• To communicate effectively and work in partnership with all colleagues to?ensure the efficient operation of the Scheme at all times?? 

• To be committed to safeguarding and promoting the welfare of vulnerable adults and children? 

• To?work at all times?within the philosophy and policies of?Carers Trust Mid Yorkshire? 

• To?comply with?the Health & Safety at Work Act 1974 and with?Carers Trust Mid Yorkshire?policy, paying particular attention to the reporting of dangerous situations? 

• To respect the personal choice and lifestyles of colleagues, carers, and people with care needs, ensuring that Equal Opportunity principles are?applied at all times? 

• To?comply with?the Organisation and Skills for Care Codes of Conduct? 

• To undertake any other duties as may?reasonably be?required by the Senior Management Team?