Assistant Finance Business Partner

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Complete monthly analytical reviews and recommendations of income and expenditure movements on Trust’s restricted and designated funds ensuring alignment with budgets, project plans and financial targets.
2. Produce timely, accurate and insightful reporting, analysis, and targeted interpretation of monthly results to the business area management teams. Highlight key performance variances and work with the business areas to agree corrective action and identify any risks or opportunities to the latest forecast.
3. Develop and maintain the “Funds Purpose” model so that available balances on restricted and designated funds are accurately maintained, fund movements from donations and legacy control accounts promptly processed and accurate funds information is made available to appropriate managers within the Trust. An enhanced Funds Purpose model will allow for improved strategic analysis and reporting of fund balances and fund commitments and ensure that the Trust\’s regulatory requirements are met.
4. Manage activities for project opening, variation, and closure within the finance systems so that timely and accurate project information is available for appropriate managers within the Trust and that this is accurately reported to the Executive Committee and Project Oversight Committee as appropriate.
5. Responsible for analyzing and coordinating Project information to include with the annual budgeting process liaising with Business Managers and Departmental heads as appropriate.
6. Support the ongoing development of finance systems and processes in delivering improvements and in meeting the future needs of the Trust.
7. Coordinate allocation of grant monies on receipt to the correct funds and projects. Support and review grant claims paperwork.
8. Collaborate with the Fundraising team to ensure that Donations and Legacies are appropriately accounted and allocated to the correct funds and projects. Maintain an accurate Legacy position.
9. Collaborate with Budget Managers in the creation, monitoring, and controlling of their operational budgets and quarterly forecasts. Analyze variances and liaise with budget holders on potential problem areas, subsequently making recommendations and advising on the impact to the Trust.
10. Actively participate in internal customers’ monthly team meetings, providing financial updates and reports, and influencing decision-making on key financial and non-financial matters.
11. Create a continuous improvement culture, developing and implementing streamlined and user-friendly processes, procedures, and reports to support the financial activities within their internal customer teams, provide training to employees to embed these processes, and embed reviews to ensure that these continue to be fit for purpose.

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