Senior Financial Accountant

Statutory Reports

• Lead in the preparation to completion of the Year End Statutory accounts and annual report.
• Collaborate with external auditors during the year-end audit, ensuring full compliance with the Charity SORP FRS102.

Month End Reports

• Ownership of monthly management accounts for all internal operational stakeholders, including clear commentary explaining variances against budgets/forecasts.
• Review of work completed by management accountants.
• Preparation of monthly and quarterly Stakeholder packs.
• Attendance to Stakeholder meetings.
• Identify cost-saving opportunities and provide financial analysis to improve operational efficiency of the Institute.

• Production of monthly Finance dashboard.

Budgeting & Budgetary Control

• Lead the budgeting process, financial forecasting, and long-term planning to ensure financial efficiency and effectiveness with the internal operational stakeholders.

• Overseeing preparation and forecasting of annual budget including salary budget.
• Effective monitoring of budgets.
• Lead the Institute Assessment exercise to obtain funding from the Institute's main funder and prepare all reporting required as part of that funding.

Line Management

• Your team consists of three management accountants in the overall Finance team of fourteen.
• Manage, develop, and mentor your team to be the 'easiest team to work with' both within the Institute and amongst our funders.

Internal Controls

• Assist in ensuring a strong internal control environment, with clear and well-defined segregation of duties is developed and maintained.
• Prepare and update system and process documentation.
• Contribute to the development and implementation of streamlined financial policies and procedures for smooth, efficient operations.
• Seek to continuously improve all existing systems, processes, and controls.

Stakeholder Engagement

• Liaise across the Institute to build relationships between finance and other departments.
• Act as the Head of Finance Deputy in meetings and managing the team in the absence of the Head of Finance.
• Serve as the primary point of contact for financial matters with key stakeholders, including internal & external customers.
• Ensure budget holders are kept up to date with their progress against budget and maintain a dialogue regarding potential issues and risks which would then be highlighted to the Head of Finance.
• Undertake ad hoc financial analysis as required to support Institute partners.
• Undertake ad hoc financial analysis as required from time to time.