in confidence · web viewpost all lottery bank income and expenditure reconciling all associated...

Our reference: AH/05/18Enquiries to: Lorna SamsonAddress: 35 Racecourse Road, Ayr, KA7 2TGTelephone: 01292 269200Fax: 01292 294401Email: [email protected]

Dear Applicant

Post Title: Senior Finance OfficerSalary Range: £19,697 - £22,683 per annumHours: 37.5 hours per weekClosing date: Friday 9th February 2018Informal Enquiries to: Sheila Hainey, Finance Manager

Thank you for your recent enquiry regarding the above vacancy. I have pleasure enclosing an application pack containing;

An Application Form. Please note we do not accept CVs. An Equal Opportunities Form. A Job Description (for reference only). A Person Specification (for reference only). An Information sheet containing details of the terms and conditions applying to the post (for

reference only).

Please note that only candidates who are shortlisted and invited for interview will receive further communication regarding the process of an application. I would therefore like to thank you for the interest you have shown in this vacancy with The Ayrshire Hospice and look forward to receiving your Application for this post.

Yours sincerely

LORNA SAMSONPeople Development Officer

INFORMATIONFOR CANDIDATES

POST OF: SENIOR FINANCE OFFICERBASE: 29 MILLER ROAD, AYR, KA7 2AXREF NO: AH/05/18

Thank you for applying for the above post with the Ayrshire Hospice. This information sheet summarises the terms and conditions related to the post. The Hospice has recently undertaken a Pay and Benefit Review and the following terms and conditions will be effective from 1 April 2016.

ABOUT THE POST:

Employing Organisation: Ayrshire Hospice

Job Description: A job description is attached.

Salary/Grade Scale: £19,697 - £22,683 per annum

Your salary will be paid into your bank account on the last Friday of each month.

Hours of Work: 37.5 hours per week

Annual Leave: Leave year is from April – March

30 days (225 hours) on commencing employment32 days (240 hours) after 5 years’ service

For part time staff, this will be applied on a pro-rata basis and also allocated in hours.

Public Holidays: Entitlement is 37.5 hours based on the 5 designated Public Holidays per annum, and on a 5 day week working 7.5 hours per day. The 37.5 hours entitlement is due to all whole time staff irrespective of work pattern.

For part time staff, this will be applied on a pro-rata basis and also allocated in hours.

Pensions: The Company will comply with the employer pension duties in accordance with Part 1 of the Pensions Act 2008 by automatically enrolling you where eligibility criteria is met, in the Group Personal Pension Plan.

The Hospice provides a generous employer contribution of 7.5% of your salary per month provided a minimum 2.5% employee contribution is made.

Asylum And The Asylum and Immigration Act 1996 and 2004(Section 8)Immigration Act 1996 checks to ensure that all employees are legally employedAnd 2004 (Section 8): in the United Kingdom. Candidates will be asked to provide relevant

original documents prior to an offer of employment being made. Any offer of employment will only be made when the organisation is satisfied that the candidate is the rightful holder of the documents and is legally eligible for employment within the United Kingdom.

Medical Examination: Any offer of employment is conditional upon a satisfactory medical report from the Occupational Health Department. You may be offered employment conditional on confirmation that you are medically fit for employment. A commencement date for employment will only be agreed following this confirmation.

Rehabilitation of This post is not exempt from the provision of Offenders Act: Section 4(2) of the Rehabilitation of Offenders Act 1974 (Exemptions)

Order 1975.

References: Two satisfactory written references must be obtained prior to any offer of employment being made. These should include current and previous employers as requested in the job application form. This is in line with our Recruitment and Selection Policy.

Informal Enquiries: Informal enquiries are welcomed by Sheila Hainey, Finance Manager, who can be contacted on 01292 269200.

Closing Date: Your completed application form should be submitted to:-

Administration DepartmentAyrshire Hospice35 Racecourse RoadAYRKA7 2TG

Or emailed to [email protected]

By: Friday 9th February 2018

JOB DESCRIPTION

1. JOB IDENTIFICATION

Job Title: Senior Finance Officer

Responsible to: Finance Manager

Department(s): Finance

Directorate: Finance & Fundraising

No of Job Holders: 1

Last Update: October 2016

2. JOB PURPOSE

To administer all cashbook and banking systems and processes for the hospice, providing comprehensive treasury management ensuring all cash handling & banking and the storage, issue and use of manual cheques is undertaken in line with Hospice financial procedures.

To oversee the maintenance of the financial ledger, ensuring coding structures are up to date, key account reconciliations are complete and all sub-ledger information and data is accurately & timeously posted.

To provide direct support to the Finance Manager in the production of the monthly income & expenditure account and balance sheet as a basis for the production of organisational management accounts.

3. DIMENSIONS

Management of an electronic cashbook system for the processing and recording of all cash, manual cheque and BACS income and expenditure transactions across the Hospice. On average this will represent processing 250 transactions per month with an annual value of circa £7M for income and £500,000 for expenditure.

Responsible for the maintenance and reconciliation of a framework of 24 ledger control accounts.

Operates a total of 4 revenue bank accounts and 4 investment bank accounts.

Administers a total of 6 petty cash imprests across the organisation with a value of £3,000.

Authorised user/signatory for electronic banking system: authorised to transfer funds between accounts up to £500k. Creates creditor BACS payments for authorisation and payment up to value of £10k per transaction.

4. ORGANISATIONAL POSITION

Director of Finance &

Income Generation

Finance Manager

Finance OfficerFinance Officer Cashier Cashier

Snr Finance OfficerTHIS POST

Head of Fundraising

Retail Business Manager

Head of Communications

5. ROLE OF DEPARTMENT

The Ayrshire Hospice is a specialist resource for those individuals receiving palliative care, who have particularly complex needs that cannot be fully met in their usual place of care. The Hospice strives to meet physical, emotional, social and spiritual needs providing the highest standard of patient centred Specialist Palliative Care possible while ensuring choice, dignity and self esteem and an enhanced quality of life and engages with family and friends offering them support and bereavement counselling.

The Finance & Fundraising directorate is responsible for:

financial governance, delivering efficient and well controlled financial operations;

all reporting and annual returns to Companies House, the Office of the Scottish Charity Regulator, Her Majesty’s Revenue and Customs, The Gaming Board, the external auditor and The Care Commission, reflecting the organisation’s financial compliance with legislation and standards;

the day to day financial management of the Hospice including the formulation, implementation and monitoring of departmental budgets;

achieving strong sustained net income growth in order for the Hospice to meet its operational and strategic aims;

Identifying, developing and maximising a varied portfolio of income streams ensuring sustainability;

establishing and maintaining sustainable relationships to benefit Hospice income generation and marketing initiatives;

communicating the value of the Hospice both locally and nationally to raise awareness and promote services and as a leading provider of Specialist Palliative Care.

The directorate works closely with colleagues in the other departments and external stakeholders to improve hospice services for the population of Ayrshire & Arran, and to ensure alignment of local financial, clinical service, workforce and capital plans with the organisational fundraising strategy and income generation targets. This is achieved in an open and facilitative way to secure their trust and support.

6. KEY RESULT AREAS

1. Administer and maintain the cashbook system, posting all bank income & expenditure including standing orders and direct debits. Control the secure storage, issue and use of

manually written cheques in line with Hospice cash handling and security procedures. Post all Lottery bank income and expenditure reconciling all associated control accounts and agreeing to the lottery system. Input all cashbook income and expenditure to the nominal ledger.

2. Preparation of accurate and timely monthly reconciliations for all Hospice bank accounts and all income control accounts. Check and analyse each account to identify any un-reconciling items and investigate and resolve discrepancies, processing adjustments to the ledger as appropriate. Ensure relevant follow-up action is undertaken with the bank(s) and/or departments depositing monies in relation to all reconciling items.

3. Provide a comprehensive and effective treasury management service. Oversee the processing of all cash and bank pay-in/lodgements, ensuring all cash handling and banking is undertaken in line with Hospice financial procedures. Prepare and produce cash flow forecasts to identify and monitor the on-going cash requirements of the organisation. Regularly monitor bank account balances, transferring funds as appropriate between current and short-term investment accounts to maximise returns achieved from surplus funds.

4. Process all manual cheque and manual BACS out of course payments for urgent payment needs and working cash requirements. Review and check all payment requests to assess payment terms and determine most appropriate route for payment. Ensure all manual payments are processed in line with Hospice authorised signatory and financial procedures and VAT regulations as they apply within the charitable sector are properly accounted for.

5. Control and co-ordinate the administration of all income sub-ledgers/systems including the fundraising ThankQ CRM System, fundraising lottery system and the sales ledger ensuring all income data is correctly extracted and reconciled prior to posting to the nominal ledger.

6. Maintain the chart of accounts for the Hospice financial ledger system to support the developing financial and management accounting requirements of the organisation. Ensure changes to the coding structure are documented and controlled and the integrity of the structure maintained. Review, reconcile and update all standing ledger report structures to ensure all coding changes are accurately collected and reflected.

7. Support the production and reconciliation of the monthly ledger trial balance, income & expenditure account and balance sheet through the completion of monthly reconciliations of all nominal control and suspense accounts including income, payroll and expenditure. Check and analyse each account to identify any un-reconciling items and investigate and resolve discrepancies, processing adjustments to the ledger as appropriate. Reconciliations will range from straightforward & routine to detailed & complex.

8. Assist in the computation of monthly income and expenditure accruals and pre-payments. Maintain comprehensive spreadsheet records of all items and calculations. Compile and post relevant accrual and pre-payment journals to the nominal ledger.

9. Co-ordinate the monthly closure of all finance sub-ledgers and transfer/input of key financial data into the nominal ledger. Ensure input from purchase and sales ledger is complete and action formal closing and posting of entries into the nominal ledger. Input detailed journals from the payroll and income sub-ledger (ThankQ) into nominal ledger. Close-off all monthly ledger input and roll-forward nominal ledger into next reporting period.

10. Assist the Finance Manager in the compilation of the monthly management accounts/ budget reports, undertaking analyses of budget and expenditure information and relevant variances identified. Assess and determine any discrepancies or errors and action required adjustments in the nominal ledger, including processing of corrections, re-codings and accruals, to enable a finalised report to be produced and distributed to budget managers.

11.Manage the accounting processes required for the administration of all Hospice restricted and designated funds. Maintain a comprehensive record/database of all restricted donations including Trust & Grant funding, detailing agreed purpose(s) for use of funds, responsible officer and authorised signatories. Maintain detailed spreadsheet records of income and expenditure for individual restricted funds ensuring spreadsheets are fully reconciled to the financial ledger on a monthly basis.

12.Administer and maintain the petty cash systems in place across all Hospice locations. Record and reconcile all petty cash reimbursement claims and undertake processing of associated cash payments. Process debit card petty cash funds through interrogation and administration of online card accounts and reimbursement of funds through electronic banking BACS payment. Complete financial coding of petty cash transactions and input information to financial ledger.

7a. EQUIPMENT AND MACHINERY

The main piece of equipment used is a personal computer. The PC is used both as a terminal to access and input to the online financial general ledger system and as a desktop computer to operate spreadsheet software for the recording of financial information and production of budget reports and analyses. Through the use of e-mail software and systems, the PC is also used as a key communication tool.

7b. SYSTEMS

The postholder will make regular use on a daily basis of the computerised general ledger system – Pegasus Opera 3. This involves interrogating the system to gain financial details and information in response to queries, analysis and for reporting purposes; inputting journal entries, budgets and accrual entries as part of the maintenance of the system; creating and generating routine and ad-hoc financial reports from the system as part of the department’s financial reporting responsibilities.

The postholder will utilise XRL reporting software to produce a range of output reports from general ledger databases. Reports will be constructed from new, setting up relevant field parameters and formulae to capture the required data and statistics. This information is utilised by the Finance Manager and Director of Finance & Income Generation in the production of financial reports and in responding to queries.

Use of Microsoft Excel is required to produce spreadsheets that contain financial analysis and statistics to meet both financial reconciliation and reporting requirements. Spreadsheet reports

and analysis will be bespoke in nature and require the use of advanced level formulae and calculations.

The postholder will be an authorised user for the Hospice electronic banking and BACS payment systems. Electronic banking will be used to review bank balances, undertake transfers between accounts and set-up BACS payments.

Daily use of Microsoft Outlook for communicating with Hospice colleagues and to distribute financial information, as required, to budget managers.

8. ASSIGNMENT AND REVIEW OF WORK

The post-holder receives general direction from the Finance Manager and is expected to use maximum personal initiative and be largely self directed in the organisation of their day to day work.

The post-holder is expected to manage their workload within agreed policies and to specific timescales set by the Finance Manager as well as Hospice financial reporting and payments processing deadlines. This will require the post holder to plan and prioritise their workload taking into account elements that have regular weekly, monthly and annual timetable demands.

The performance and achievement of cashbook management, banking, out of course payment processing and petty cash reimbursement key results will be very much self directed.The post holder has delegated responsibility for ensuring that the recording and posting of all bank income & expenditure including standing orders and direct debits is completed accurately and timeously.

Budget managers and staff holding petty cash floats or requiring urgent out of course payments, will contact the postholder directly for a range of enquiries, which can be resolved without recourse to the Finance Manager.

The postholder has delegated responsibility for ensuring that restricted & designated fund records and reports are accurately and timeously completed and distributed. Investigations are undertaken by personal initiative, direct request from the Finance Manager or by budget managers requiring advice and information with regards to their use and application of funds.

The postholder meets and reports to the Finance Manager on a regular basis, giving verbal, written or spreadsheet reports. Annual performance objectives will be agreed with the Finance Manager and progress against these will be reviewed on a bi-annual basis.

9. DECISIONS AND JUDGEMENTSThe post-holder has delegated discretion within his/her professional judgement as to how to achieve the outcomes expected in their areas of responsibility. They have the discretion to determine the order in which tasks will be completed to ensure that all relevant reporting and submission deadlines are met.

The post holder will identify problems and resolve them in a professional manner without recourse to the Finance Manager.

Completes a range of financial analysis and reconciliation tasks including bank reconciliations, control account reconciliations and variance analysis where the investigation and analysis of discrepancies can often be detailed and complex. Judgement will be required in assessing the potential source of discrepancies and variances across multiple systems and codes and identifying the short and long term options to adjust the financial position and correct any/all identified errors and associated processing issues.

The post holder will routinely make a range of decisions and judgements in relation to the financial ledger position, dealing mainly with expenditure and income adjustments. This will include identifying and actioning relevant accruals and pre-payments and corrective journals.

Oversees the day to day cashflow requirements of the organisation, actioning transfers of funds across bank accounts where required within agreed parameters. Liaises directly with Finance Manager to highlight any identified cashflow pressures or additional funds transfer needs.

Critically reviews all urgent manual payment requests and cash payment requests to determine if a suitable alternative payment method can be utilised. Provides feedback and advice to budget managers and staff on the guidelines for actioning manual and cash payments.

Proposes changes to financial accounting practices and procedures to comply with/meet requirements of new financial reporting standards, charity reporting standards or audit recommendations and will implement agreed new policies and procedures within own area.

The post-holder will regularly review the practical aspects of the monthly ledger closure and reporting routine & timetable and will make recommendations on required changes to relevant procedures, timescales or practices.

10. MOST CHALLENGING/DIFFICULT PARTS OF THE JOB

The post-holder is required to prioritise, schedule and complete their workload against a tight timeframe. The breadth and complexity of the financial areas for which they have responsibility requires a significant effort to maintain a high quality of accurate financial information within these timeframes.

Technical management of the monthly ledger processing and closure routine incorporates a diverse range of work tasks including reconciliation of control accounts, input of detailed journals, detailed computation of accruals & prepayments and bank account reconciliations. Significant concentration is required when completing each task.

11. COMMUNICATIONS AND RELATIONSHIPSThe post-holder requires to establish and maintain effective working relationships both within and out-with the organisation, involving working and communicating with staff at all levels.

The post-holder will require to demonstrate tact and diplomacy when communicating findings relating to the investigation of un-reconciling items and discrepancies in the ledger with other colleagues where these relate to financial processing, coding or calculation errors. Identified discrepancies in banking transactions will also require to be communicated tactfully with fundraising and retail staff as well as directly with commercial bank staff.

The main internal contacts for the postholder out-with the Department are:

Budget managers to respond to enquiries regarding the processing of urgent and/or cash payments. This will incorporate the requirement to challenge the urgent status of the request and advise and educate on alternative payment methods;

Budget managers who hold petty cash floats to manage the reimbursement of petty cash requirements and liaise regarding the absence of and/or provision of appropriate supporting documentation.

The main external contacts for the postholder are:

Senior staff from the Hospice external accountants in the co-ordination of financial information and records for the completion of the quarterly VAT return;

Provides information and reports to external auditor and advise on working practices as required;

Banking providers in the day to day operation of Hospice bank accounts and processing of cheque and BACS payments;

Grant funding bodies in the receipt and processing of grant funding payments and financial reporting on the expenditure of the funds.

12. PHYSICAL, MENTAL, EMOTIONAL AND ENVIRONMENTAL DEMANDS OF THE JOB

PHYSICAL EFFORT/SKILLSA high level of speed and accuracy and advanced key board skills are necessary to enable the post holder to operate the range of computerised systems utilised within the Department. This involves inputting large volumes of data to and extracting information and reports from the systems. High volume data input will include monthly payroll input and journal entries. Frequent requirement for sitting in a restricted position for long periods, whilst inputting at a keyboard.

MENTAL EFFORT/SKILLSPeriods of prolonged concentration are required by the post holder to enable them to input and extract data accurately, analyse complex activity and financial information and to calculate and

prepare financial returns, often working to tight deadlines. Periods of concentration will range from a period of one hour when inputting journals and adjustments to the financial ledger; up to 3 hours at a time when preparing and checking calculations and periods of over 3 hours at a time when completing financial reconciliations. Large pieces of work such as the month-end closure of the nominal ledger and all sub-ledgers will be undertaken over a number of days.

The post holder will frequently receive unexpected requests from managers & staff to provide urgent information and advice, particularly in relation to petty cash (daily requests) and urgent payment requests (weekly requests). Workflows are therefore interrupted on a regular basis through both telephone contact and responding to unplanned requests, which will necessitate the post holder to switch between tasks.

EMOTIONAL EFFORT/SKILLSCommunicating findings relating to the investigation of discrepancies in the ledger or in banking transactions with other colleagues will require tact and diplomacy.

Dealing with frustration of managers over urgent payment requests.

WORKING CONDITIONSThe post holder will spend the majority of their working day operating a computer thereby involving regular and continued use of a keyboard and exposure to VDU equipment.

13. KNOWLEDGE, TRAINING AND EXPERIENCE REQUIRED TO DO THE JOBEstablished and demonstrable previous experience of cashbook administration and maintenance within a medium to large organisation is essential.

Demonstrable previous experience of treasury management and banking across multiple bank accounts and relatively complex cashflow environments is essential. This should include experience in the secure control, issue and processing of manual cheques.

Developed practical knowledge, skills and experience in financial accounting together with a sound understanding of accounting procedures and principles including reconciliations, administration of control a/c’s and accruals accounting.

Developed knowledge and experience of financial ledger maintenance and financial reporting. This should include experience in maintaining chart of accounts and coding structures, setting up ledger control accounts, managing ledger closure routines and designing and creating financial reports.

Technical skills and knowledge required will usually be obtained by means of a professional qualification in accountancy at Association of Accounting Technicians (Technician Member) level; by holding a Higher National Diploma qualification in Accountancy or through established equivalent experience across a range of financial accounting roles.

Previous experience of and proficiency in the use of computerised financial ledger systems and accounting software is essential. A working knowledge of Pegasus Opera accounting software is desirable.

Proficiency in a range of computer applications, particularly electronic banking and spreadsheets. Advanced skills in the construction of spreadsheets and use of complex formulae is desirable.

Good interpersonal and communication skills both verbal and written.

Ability to work on own initiative, manage a varied workload and to meet deadlines.

14. JOB DESCRIPTION AGREEMENTA separate job description will need to be signed off by each jobholder to whom the job description applies.

Job Holder’s Signature:

Head of Department Signature:

Date:

Date:

EMPLOYMENT APPLICATION FORM(All areas of this form must be fully completed or you will not be shortlisted)

Application for the post of: Senior Finance Officer AH/05/18Location: 29 Miller Road, Ayr, KA7 2AXWhere did you see the post advertised?

FAIR TREATMENT STATEMENTNo Ayrshire Hospice employee or applicant will be unfairly discriminated against. We are particularly alert to eliminating discrimination on account of age, cultural/religious/political belief, disability, ethnicity, gender, race, relationship status, sexual orientation, and/or Trade Union membership or stewardship.

PERSONAL DETAILSTitle: Home Tel:Surname: Mobile Tel:Forename: E:mail Address:Address: Do you hold a full current driving licence?

Yes / No *Postcode:

DISABILITYThe Disability Discrimination Act 1995 and Amended Regulations 2005, defines disability as follows: “any physical or mental impairment which has a substantial adverse effect on a person’s ability to carry out normal day to day activities”. The Ayrshire Hospice is “Positive about Disabled People” and as such we provide job opportunities for disabled people. The Ayrshire Hospice operates a Job Interview Guarantee (JIG), which means that if you have a disability, and meet the minimum criteria outlined within the person specification, you will be guaranteed an interview. However, some disabled people prefer not to take this option, so please tick your preference if you are a disabled candidate.

Do you want to participate in the guarantee Scheme? Yes / No *

Please specify any special requirements you require if attending for interview, e.g. Induction Loop, Wheelchair Access, etc.

ADDITIONAL INFORMATIONDo you need a work permit to take up this post? Yes / No *Are you eligible to work in the UK? Yes / No *Driving Licence (see Job Description – only complete if a driving licence is essential) Yes / No *

Are you a current PVG member? Yes / No*

Job Reference Number: AH/05/18 (Office Use Only)

Applicant Ref No:(Office Use Only)

APPLICATION FOR EMPLOYMENT

IN CONFIDENCE

PRESENT POST(If not employed at present, give details of most recent post, including dates)

Post Title:

Grade:Name of Employer:

Address:

Business Tel No.: Can we contact you at work? Yes / No *

Date Appointed: (DD/MM/YY)Date Left (If Applicable):(DD/MM/YY)Period of Notice:

Summary of Duties: Please describe the main duties and responsibilities of your post (continue on a separate sheet if necessary).



QUALIFICATIONS CURRENTLYSTUDYING OR WORKING TOWARDS

Subject Type of Qualificationeg. Standard Grade, GCSE, Higher, BSc Grade Achieved

PROFESSIONAL QUALIFICATIONSProfessional Body Qualifications

PROFESSIONAL BODY REGISTRATION / MEMBER DETAILSRegistering Body:Registration/PIN Number: Job Reference Number: AH/05/18 (Office Use Only)


QUALIFICATIONS ACHIEVED

Subject Type of Qualificationeg. Standard Grade, GCSE, Higher, BSc Grade Achieved

NMC Register Part:Date of Expiry:



EMPLOYMENT HISTORY(Please list all previous posts, beginning with the most recent. Continue on a separate sheet

if necessary)

Post Title Employers Name/AddressDate From

Date To Reason for Leaving



ADDITIONAL STATEMENT(Please state why you are applying for this post and provide any additional information in support of your application. Continue on a separate sheet if necessary)



Your referees will include your present (or most recent) employer. Please identify below the person in your organisation who is authorised to confirm your employment and the details given in your application. Please identify a second referee who may have closer knowledge of your skills, knowledge and abilities and who may offer opinion on your suitability for this post. You should not use family members or friends and these will not be accepted. Our pre-employment screening also includes, where appropriate, health and fitness for work, criminal records, qualifications and professional registration.

Name: Name:Address: Address:

Post Code: Post Code:Tel No: Tel No:E:mail Address: E:mail Address:Designation: Designation:Can this referee be contacted prior to interview?

Yes / No *

Can this referee be contacted prior to interview?

Yes / No *

DECLARATIONPlease read and sign the following statement:-

- I have completed this application form and the details I have supplied are, to the best of my knowledge, true and complete;

-- I understand that if appointed to this post the information on this form will be kept as part of my

personal file record;- I authorise you to obtain references to support this application if I am selected for interview;- I understand that details of educational qualifications, membership of professional bodies and referee

reports may be verified through the establishments and individuals I have indicated;- I consent to my details being kept confidentially and used for specific and lawful purposes as specified

in the Data Protection Act 1998;- I declare that I have no previous convictions, or have identified any I have above.

Signed……………………………………………….…

Date ……./……/……



REFERENCES

The Ayrshire HospicePerson Specification & Interview Rating Form

Post Title: Snr Finance Officer A = ExcellentPost Ref: AH/05/18 B = Satisfactory

C = Unsatisfactory

Selection Factors(Person Specification)

Criteria Interview Panel Comments Rating

A B CQUALIFICATIONS & TRAINING

Essential Association of Accounting Technicians (Technician Member) level or Higher National Diploma qualification in Accountancy or equivalent extensive experience across a range of financial accounting roles;

DesirableEXPERIENCE Essential Previous experience of cashbook

administration and maintenance within a medium to large organisation;

Previous experience of treasury management and banking across multiple bank accounts and relatively complex cashflow environments;

Previous experience of and proficiency in the use of computerised financial ledger systems and accounting software;

DesirableKNOWLEDGE Essential Developed practical knowledge, skills and

experience in financial accounting together with a sound understanding of accounting procedures and principles including reconciliations, administration of control a/c’s and accruals accounting;

Developed knowledge and experience of financial ledger maintenance and financial reporting;

Desirable Working knowledge of Pegasus Opera accounting software;

COMPETENCIES & SKILLS

Essential Proficiency in a range of computer applications, particularly electronic banking and spreadsheets;

Good interpersonal and communication skills both verbal and written;

Ability to work on own initiative, manage a varied workload and to meet deadlines;

Desirable Advanced skills in the construction of spreadsheets and use of complex formulae;

PERSONAL CHARACTERISTICS AND OTHER

Essential

Desirable

Equal Opportunities Monitoring Form

We are committed to ensuring that all job applicants and members of staff are treated equally, without discrimination because of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. This form is intended to help us maintain equal opportunities best practice and identify barriers to workforce equality and diversity.

Please complete this form and return it with your application. The form will be separated from your application on receipt. The information on this form will be used for monitoring purposes only and will play no part in the recruitment process.

All questions are optional. You are not obliged to answer any of these questions but the more information you supply, the more effective our monitoring will be. All information supplied will be treated in the strictest confidence.

Thank you for your assistance.

ABOUT THE VACANCY

Please state which job you have applied for and the closing date given for applications.

Job applied for: Senior Finance Officer

Reference Number: AH/05/18

Where did you hear about this job (please tick)?

Newspaper (please specify)

Friend Recruitment company

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

Hospice website

Other (please specify)

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

GENDER

What is your gender (please tick)?

MaleFemalePrefer not to say

(If you are undergoing gender reassignment, please use the gender identity you intend to acquire.)

GENDER IDENTITY

Do you identify as transgender/transsexual?

YesNoPrefer not to say

ETHNIC GROUP

How would you describe your nationality and/or ethnicity (please tick)?

AWhite:

BMixed race:

CAsian or Asian British:

British - English, Scottish or Welsh

White and Black Caribbean

Indian

Irish White and Black African

Pakistani

Other White background

White and Asian Bangladeshi

Other Mixed background

Other Asian background

DBlack or Black British:

EChinese and other groups:

Caribbean Chinese Prefer not to say

African Other ethnic group

Other Black background

Marital Status

Single

Married

Prefer not to say

Other (please specify)

………………………………………………………………………

AGE

What is your age (please tick)?

16–17

18–21

22–30

31–40

41–50

51–60

61–65

66–70

71+ Prefer not to say

SEXUAL ORIENTATION

How would you describe your sexual orientation (please tick)?

Heterosexual / straight

Bisexual Prefer not to say

Gay man Gay woman / lesbian

RELIGION OR BELIEF

Please describe your religion or other strongly-held belief.

I would describe my religion or belief as: .................................................

I have no particular religion or belief

Prefer not to say

DISABILITY

The Equality Act 2010 defines a disability as a "physical or mental impairment which has a substantial and long-term adverse effect on a person's ability to carry out normal day-to-day activities". An effect is long-term if it has lasted, or is likely to last, more than 12 months. Do you consider that you have a disability under the Equality Act (please tick)?

Yes No

Used to have a disability but have now recovered

Don't know

Prefer not to say

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