Part 1: - Samaritans



[pic]

Part 1: JOB DESCRIPTION

JOB TITLE: Assistant Accountant – Branches and Regions

DEPARTMENT: Corporate Services

TEAM: Finance

LOCATION: Upper Mill, Ewell

1. POSITION IN ORGANISATION

• Reports into: Accountant – Branches and Regions

• Line Manages: N/A

• Contacts which the post holder has within and outside the organisation:

o Works closely with the Accountant – Branches and Regions and Finance Assistant on branch and regional finance matters

o Financial support for Branch Treasurers and other local volunteers

o Liaises with the Property and Fundraising teams on branch matters

2. MAIN PURPOSE OF JOB

Oversees the day-to-day accounting for Samaritans’ branches and regions, supporting local Treasurers with banking, budgeting, financial reporting and any related queries.

3. KEY RESPONSIBILITIES

Branch Finance

• Review and evaluate branch budgets, monitor progress against budgets and propose actions to address significant variances.

• Produce branch month end reporting for inclusion in the management accounts.

• Identify and respond to financial risks flagged by the Branch Risk Assessment Framework.

• Assess and respond to branch finance queries escalated by the Finance Assistant, addressing these issues or escalating to the Accountant – Branches and Regions as required.

• Collate, review and consolidate branch information for the Statutory Accounts and Audit.

• Oversee payments to and from branches including New Branch Contribution (NBC), recharges and HMPPS grants.

• Manage and oversee the development of Branch Accounting software and online banking for branches.

• Ensure that there is regular and effective communication with Branch Treasurers on financial matters

• Identify Branch Treasurer learning needs, and develop and implement branch finance guidance and training.

Branch Property

• Monitor the progress of planned spend against the designated Property Maintenance Fund.

• Provide financial support for branch property redevelopments and branch relocations.

New Branch Contribution (NBC)

• Support the Finance Assistant with the operation of NBC as required.

General responsibilities:

• Provide support for projects within the Finance team and the wider organisation.

• Identify and implement improvements in finance processes to increase efficiency.

• Update Treasurer guidance and deliver finance training.

General Duties of a Samaritans’ Staff Member

• Contribute to the effective and efficient running of the Central Office as appropriate.

• Participate, as appropriate, in staff forums and meetings.

• Adhere to Samaritans’ policies and procedures.

• Represent the Central Office appropriately across the organisation and Samaritans to the wider community as appropriate.

• Treat all colleagues, volunteers and members of the public with dignity and work within and adhere to Samaritans’ equal opportunities statement and policies.

• Carry out reasonable requests made that are within the broad remit of the role

Part 2: PERSON SPECIFICATION

4. SKILLS, KNOWLEDGE AND EXPERIENCE

Essential

• Excellent communications and interpersonal skills; ability to establish and maintain positive relationships with colleagues and volunteers at all levels

• Good ICT skills including use of MS office, email and databases

• Strong Microsoft Excel skills (intermediate/advanced)

• Well organised with the ability to deal with all aspects of the finance role

Desirable

• An individual who has knowledge/experience of charity or not for profit organisations

• Good knowledge of the charity SORP (Statement of Recommended Practice) FRS 102 as updated in 2015

• Practical knowledge of the Gift Aid scheme

• Demonstrable project management skills

5. QUALIFICATIONS

• Educated to degree level or equivalent is preferable but equivalent experience will be considered.

• Preferably a part-qualified accountant (ACA, ACCA, CIPFA or equivalent) or qualified accounting technician (AAT), with proven finance experience.

6. PERSONAL ATTRIBUTES

• Exhibits diplomacy, patience and understanding, especially when dealing with local volunteers.

• Ability to work under pressure, manage competing priorities and maintain a positive and professional approach

• Ability to work on own initiative and consult where appropriate

• Works well in a participative team environment

• Has a high level of professionalism, trust and integrity

• Adopts a flexible approach in a quickly developing organisation

• Emotionally resilient to sensitive information.

• Empathises with Samaritans’ values.

• Is willing and able to travel and attend occasional weekend meetings (UK & Ireland) and participate in some out of hours work (e.g. conference calls)

Signed by employee:________________________ Date: _______________________

LAST UPDATED: April 2019

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download