Insert as applicable e.g. Finance Director
Head office in Braintree or such other location that may be required of the job role
Website details can be inserted here
Job Ref & about the organisation
Social Media info etc
|Responsible for the analysis of the accounting and financial activities of the organisation, monitoring for efficiencies and inefficiencies, data quality and reporting to contribute to the organisation’s financial growth. |
Main Tasks/duties and responsibilities
|Day to day responsibilities as agreed with the Line Manager to include: |
– manage and carry out analysis of current financial reports and forecasts for efficiency, quality data and future business growth including budgets, income statements, balance sheets; tax returns and reports for Government regulatory agencies; financial management reports to ensure compliance with financial and legal requirements, responsibilities and obligations
– reporting (content and format as agreed) on a monthly basis, or as otherwise required
– developing strategic plans for financial analysis to include; financial strategy to achieve agreed targets; effective financial planning
– contribute to the development and preparation of the organisation’s financial strategy and general business planning
– manage and conduct presentations and proposals about financial planning
– maintain contact with internal and external client/customers for feedback and to obtain client/customer satisfaction information
– set an example for team members of commitment, financial knowledge, work ethics and habits and personal character
– maintain accurate financial and other records
– control expenses to meet agreed budgetary controls
– adhere to all organisation policies and procedures
– interact and co-operate with all members of the organisation, its suppliers and clients/customers
From time to time you may be expected to be part of special projects as are reasonably required of your job role even where these fall outside of your own department/team.
You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager. You must contribute towards the smooth running of the organisation generally.
|Your usual hours will be from 9am to 5pm. However you will be expected to work as and when necessary to meet the needs of the team and your targets. |
Insert as applicable Your job will be a mixture of travel and office based.
|The role is part of the whole organisation team and as such requires you to perform such reasonable tasks that are required, as and when necessary, to maintain, promote, develop and expand the business of our organisation and its interests generally. |
You must carry out your duties to the best of your ability, having consideration for the needs of your colleagues, the organisation and its clients/customers. You must obey all lawful and reasonable orders given to you and comply with the organisation’s rules, procedures and policies
Management / supervisory responsibilities
People or equipment
|People who report to you |
You have responsibility for the team members who will all report directly to you
You are responsible for the equipment provided to you for use in your job role and to your team. This means you must ensure that equipment is used in accordance with training provided, the organisation’s policies and procedures and the law and using, where applicable any safety equipment or Personal Protective Equipment provided. You are responsible for ensuring that the equipment used by the team is maintained and can be used/operated at all times.
Essential Abilities/ Competencies of this job role
|You need |
– qualifications sufficient to perform the job role – insert as applicable e
– experience in this type of job role – insert as applicable e.g. minimum 5 years
– experience of Financial governance
– good understanding of financial analysis, management obligations (including statutory obligations), requirements and dynamics
– experience of using computer software – insert as applicable e.g. Sage
– ability in financial analysis, management and control
– leadership with ability to manage a team
– project management skills
– ability to work under pressure
– full driving licence
insert anything else required
You need to have and maintain (with regular training and updates as necessary) the knowledge, technical skills and qualifications that are necessary to perform your job role to comply with the requirements of the organisation and any applicable rules, regulations (particularly of any professional body) and with any law which applies to your job role.
Special Working Conditions
|You may be expected to work in accordance with the organisation’s overtime policies |
Insert following if applicable – The nature of your role will require you to travel within the area that your team covers. However, from time to time you may be expected to travel outside that area as the job role requires
|Salary level||C – £35,000|
|Benefits||insert details of any benefits|
Approved by Name
Insert as applicable
Insert as applicable
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