Job description
You will lead on BeyondAutism’s financial strategy, reporting and accounting systems, and provide a professional, efficient, and effective accounting service. The post-holder will be responsible for shaping and overseeing the finance team and ensuring timely and appropriate management accounts and year end reporting in accordance with the Charity SORP. Main duties • Form a close working relationship with the COO, Senior Management Team (SMT), and Trustees. • Provide leadership on Finance and Accounting strategy, to optimise BeyondAutism financial performance. • Take overall control of the accounting function. • Contribute to the development of BeyondAutism strategy challenging assumptions and decision- making as appropriate and providing financial modelling, analysis and guidance on all activities, plans, and targets. • Ensure that company financial systems are robust, compliant and support current activities and future growth. • Ensure that all regulatory requirements are met including the Charity Commission, Ofsted, the Fundraising Regulator and Company Law. • Take a lead role along with the COO in management of capital, investments and arranging of finance in accordance with Trustee strategy and policy. • Forecasting and managing cash. Ensuring fee income is received promptly and suppliers are paid to terms. • Oversight of all contracts entered by the Charity. Governance • Support the Board on all financial matters and any financial risks facing the organisation. • Support the Finance Committee including agreeing the agenda for quarterly meetings with the treasurer/chair. • Work with the COO, CEO, and Chair to prepare papers for the quarterly Board meetings, attending meetings with the COO and other members of SMT. • Ensuring that the Charity follows the Charity Governance Code. • All reporting to The Charity Commission, including the year-end return and management of any SIR required. • Oversight of contracts, including liaison with trustees and legal advisors where required. Development and strategy • Business analysis – evaluation of options as charity develops and monitoring progress. • Modelling costs and project. Budget • Lead the budget setting process, liaising effectively with each member of SMT. • Set and monitor KPI’s. • Presentation of Budget to Trustees. Management accounts • Ensure timely, accurate and appropriate reporting of the month end results to the Executive team and budget holders. • Ensure that all regulatory requirements are met including the Charity Commission, Ofsted and Company Law.
• Take a lead role along with the CEO in arranging finance in accordance with Trustee strategy. • Ensure appropriate reporting of the month end is timely and informs decision making. • Write and share a monthly analysis flagging key risks and, with the CEO, ensure actions are taken to mitigate risks. • Provide reporting against budget/forecast, ensuring viability of each service within full cost recovery parameters. • Provide executive summary reporting to Trustees. • Lead the budget setting process, liaising effectively with each member of SMT and the finance team. • Presentation of Budget to Trustees. • Reflect and present information in appropriate formats for internal and external use. • Take the lead as appropriate on specified projects, following our project management processes. • Ensure your team are supported and skilled in new service development. • Instruct and work closely with the external auditor to ensure timely production of the Annual Report and Accounts, working closely with Trustees as needed. • Preparation of audit schedules and other information required. • Reporting to external authorities – such as local authorities and ONS. • Charity Commission and Companies House returns and compliance. Administration and relationships • Manage the relationship with banks and other lenders / investors. • Manage the relationship with Insurance brokers and manage annual renewal. • Responsible for HMRC and other compliance related matters. • Contract reviews/relationships with key suppliers including IT and energy providers. • Oversight of payroll processes/provider. • Monitoring of pensions and employee benefits. • Review and monitor processes of internal control and ensure they are followed/appropriate. People • Lead, develop and support the finance team (3 part-time employees). General responsibilities • To understand, adhere to and actively implement all the policies and procedures of BeyondAutism. • To safeguard children and vulnerable adults at all times. • To undertake training as required. • Assist with other work, events and projects as needed. • Any other duties that the Chief Executive Officer may reasonably require. Skills and experience • Qualified Accountant with strong understanding of the Charity SORP. • Experience at a senior level within the Charity and/or Education sector (preferred). • Reconcile the Annual Report and Accounts to the management accounts. • Prepare Trustee report and associated policies (reserves, investment, risk). External reporting
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