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Financial Controller (temporary)- S & P Sephardi Community

  • Location: Maida Vale, London
  • Sector: Financial
  • Salary: Dependent on experience
Introduction
The S&P Sephardi Community (S&P) is recruiting a Financial Controller to provide financial management for the Spanish and Portuguese Jews’ Congregation (S&P) group of charities.
 
The position will be based primarily at Lauderdale Road.
This is a temporary role for a minimum of two months.

 
Reporting Line
The Financial Controller reports to the Executive Director and the Gabay (Treasurer). The post holder will sit on the SMT.
 
The Role
This is an ideal role for someone with at least 5 years post-qualification experience who is looking for a real challenge and to have an ability to make a real contribution to setting up sustainable systems and processes in a complex and growing charity.
 
Summary
  • As Financial Controller, you will be a key manager at the S&P with one person reporting directly to yourself.
  • You will provide accounting services for use by the Mahamad in planning and controlling the work of the charity, this includes financial accounting, management accounting, forecasting, and budgeting and control systems.
  • You will ensure that the Charity’s financial information is of the highest quality and that all entities are compliant with internal and external regulations. You will implement the highest standard of internal controls and oversee obtaining best value in all areas.
  • You will provide sound financial advice to the Board, Mahamad (Executive Committee) and the Executive Director.
 
The Main Responsibilities during the year include
  • To provide strategic financial management of the charity, introducing necessary policies and procedures within a short timeframe.
  • To produce membership invoices by mid-April in each financial year and ensure cash is fully collected in the first 6 months.
  • To produce the annual budget by 30 September in each financial year (year end (31 October) ensuring that all departments are fully consulted.
  • To ensure that all the financial systems are in place for the high holy days and all seats are paid for, donations collected etc.
  • To produce year end statutory accounts in a timely manner and manage the audit for the group of charities within an agreed timeframe so that accounts are published for the March AGM.
 Summary of key tasks
 
Financial Management
  • Ensure, in close cooperation with the Executive Director and honorary treasurer, that an appropriate financial policy framework is in place to guide the charity and associated charities with financial decision making.
  • Prepare the annual budget and forecasts. In particular ensure the appropriateness of the key assumptions included in the charity's medium term financial plan and annual budget proposals. It is the intention to implement cost centre budgeting and train budget holders accordingly. Provide advice to senior management colleagues and trustees on these matters.
  • Provide monthly management information in a comprehensible format for the S&P and quarterly for other entities, including variances from budget, year-end projections, cash flows, investment performance and restricted funds analysis. To report against agreed KPIs.
  • Advise the honorary treasurer and other Board members on major financial issues which arise
  • Maintain records to meet legal and tax requirement and to measure both the inputs and the outcomes of the charity's operations.
  • Plan and manage the charity's tax liabilities under existing and proposed legislation. Evaluate the tax liability impact of contemplated courses of action, minimise the tax burden and deal with tax authorities. This includes gift aid and VAT reclaims.
  • Prepare the statutory annual accounts for each entity and audit information with full detailed audit files.
  • Plan and manage cash flow and investment activity - the latter in consultation with investment advisers and the relevant Board sub-committee.
  • Provide regular reports on S&P debt and ensure excellent systems in place for debt collection
  • Maintain contact with bankers, investment managers, pension advisers and auditors.
  • Implement a financial regulations for the S&P and ensure appropriate financial controls are in place.
  • Maintain a property and fixed asset register
  • Ensure that all entities are operating via SAGE
  • Provide company secretarial support for all entities, ensuring all documents are up to date and filed with companies house and the charity commission
 Membership
  • Liaise with members on all financial matters
  • Maintain the membership database, supporting the setting of and collecting of membership fees (finta) in addition to all other standing data on the database
  • Maintaining funeral accounts
  • All debt collection from members (The Kahal)
  • Ensuring the successful integration of the membership database with SAGE  
  • Providing reports from the database where necessary
 Working with others
This role will require the post-holder to work with Board members, staff, members of the synagogues as well as external bodies.
 
Use of technology
This role will require the post holder to use SAGE at a report writing level and be proficient in databases.
 You will support the following Committees
Finance/Gabay’s committee (plus seating)
                         Investment
                         Hebra

Person Specification
CriteriaEssentialDesirable
 
Degree or equivalent qualification
 
X 
Membership of a relevant professional body recognised by CCAB and/or possession of an appropriate management qualification
 
X 
Five years post qualification experience X
 
Knowledge of charity accounting
 
 X
Outstanding oral and written communication skills
 
X 
Excellent ICT Skills, ability to use SAGE at a high level
 
 
X
 
Proven experience of preparing and presenting financial and management accounts, reports and data.
 
X 
Proven experience of budget preparation, setting
and monitoring and financial forecasting.
X 
Experience in investment management
 
 X
Ability to work under pressure and to tight deadlines
 
X 
Successful management of complex budgets/operations within tight financial circumstances and/or competing priorities
 
 
X
 
Excellent team player and experience of staff management
 
 
X
 
Experience of designing financial systems
 
X 
Experience of liaising with auditors, business
advisers and board members
 
X 
Personal Integrity and Confidentiality
 
X