Job Description Finance Team Leader

Job Title

Finance Team Leader

Reports to

Insert as applicable e.g. Finance Manager





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 

Core Objectives

To assist in the performance and maintenance of the financial activities of the organisation with responsibility for the day to day activities of your team


Main Tasks/duties and responsibilities  



Responsibility to staff and direct the team :

– responsible for the day to day  activities of your team

– to assist with monitoring the financial performance of the organisation

– to with the preparation of current financial reports and forecasts for future business growth including budgets, income statements, balance sheets, tax returns and reports for Government regulatory agencies and financial management reports

– to assist in the management of  all accounting procedures and systems used by the organisation

– participate in the assessment of the long term financial trends and review prospects for future growth of income and new sales areas

– assist in the review of  reports and analyse projections of sales and income against actual figures and suggests methods of improving the planning process

– meet your targets and those of the team as a whole

– to assist in the smooth running of the of the team

– contribute to training and development of the team

– to assist in achieving maximum profitability and growth in accordance with organisation plans

– comply with all the financial and legal requirements, responsibilities and obligations


Day to day responsibilities for the team as agreed with the Line Manager to include:

– to assist in the preparation of current financial reports and forecasts for future business growth including budgets, income statements, balance sheets, tax returns and reports for Government regulatory agencies and financial management reports to ensure compliance with financial and legal requirements, responsibilities and obligations,  including statutory obligations,

– to assist in the management of recruitment of team members, subject to agreed criteria

– train and appraise individual team members to ensure targets are met

– to assist with the performance and development of team members

– reporting (content and format as agreed) on a monthly basis

– to assist with developing plans for team activities to include financial strategy to achieve agreed targets and improve planning

– manage the preparation and agreement of  individual action plans and targets for all team members

– conduct presentations and proposals to enable the team to deliver accurate and competitive financial planning

– delegate authority and responsibility to team with supervision, accountability and review

– set an example for team members of commitment, financial activities, 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 the all members of the organisation and 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 is necessary to meet the needs of the team and your targets. Your job will be a mixture of travel and office based.

Secondary Tasks/duties





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 are 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, and 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 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

– experience  in this type of job role – insert as applicable e.g. minimum 2 years

– thorough understanding of financial management obligations (including statutory obligations), requirements and dynamics

– experience of computer software – insert as applicable e.g. Sage

– ability to assist in financial management and control

– leadership with ability to drive 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 – £38,000
Benefits insert details of any benefits

Approved by Name

John Smith

Job Role

Insert as applicable

Date approved

Insert as applicable