Finance Manager

The role of the Finance Team is to provide a comprehensive and supportive finance and administrative service both internally and externally to ensure that the financial management of the Charity and Trading Company meets all statutory requirements. The Finance Manager is a member of the Leadership Group, responsible for both the leadership and day-to-day management of the charity's financial activities. The role ensures the effective operation of financial controls, systems, and reporting processes, supporting sound decision-making and the long-term financial stability of the organisation. The postholder will lead on all aspects of payroll and pensions, including the administration and processing of monthly payroll, year-end procedures, and liaising with relevant external bodies such as HMRC and pension providers. In addition, the Finance Manager is responsible for maintaining regulatory compliance, ensuring robust financial governance, and safeguarding the charity's financial integrity to enable it to maximise its impact and deliver its mission effectively.,

• Works with the Director of Funding & Communications and wider team, including the Board of Trustees, to contribute to the development of service delivery and project initiatives which support the organisational strategy.
• Lead, mentor, and develop the finance team fostering a culture of high performance, collaboration, accuracy and accountability by:
• monitoring individual work plans and performance
• identifying and addressing team member's development needs
• encouraging and allowing people to take responsibility and exercise initiative
• ensuring financial procedures and systems are followed.
• Prepare and present financial reports and advice in a clear, concise, and understandable manner:
• to the Board of Trustees, in particular the Finance and Income Generation Committee
• to management, highlighting any significant variances or trends
• to budget holders to support with the management of departmental budgets.
• Provide financial guidance and support to non-finance staff to promote financial literacy across the organisation.
• Supports colleagues with financial elements of funding applications and ensures all grants are properly accounted for.
• Ensures the charity complies with all legal and regulatory requirements, including HMRC, Gift Aid, payroll, VAT (inc. partial exemption VAT), Charity Commission, Companies House, and funder specific financial terms, and leads the preparation and submission of the annual statutory accounts with compliance to FRS 102 and the Charities SORP.
• Manage the external audit process, acting as the primary point of contact for auditors, and ensuring timely and effective resolution of any audit recommendations.
• Oversee and continually improve the charity's financial systems (including finance software, payroll and expenses) and internal controls to enhance efficiency and security.
• Acts as a signatory on the bank accounts and company credit card and liaises with the banks on all financial and administrative matters as appropriate. Ensures regular relevant accounting reconciliations are carried out.
• Proactively manage the organisation's cashflow and monitor the charity's investment portfolio performance against agreed policies. Ensure adequate reserves and working capital are maintained.
• Work alongside Senior Management Team and Leadership Group to develop and implement long-term financial plans and annual budgets to support growth and sustainability of the charity.
Personal Development:
• To be committed to personal and professional development and complete mandatory and statutory training as required.
• To set challenging goals through the appraisal process to ensure the effective delivery of personal objectives.
• To keep updated with current policies and procedures, as well as external trends and developments.
General
• To ensure that personal conduct, ways of working and work activities are always aligned to the Hospice's purpose and values.
• In accordance with the Data Protection Act 2018 and the General Data Protection Regulations, to ensure the maintenance of confidentiality in respect of staff, volunteer and client records and all privileged information relating to the services of the Charity, its patients, staff and volunteers and particularly of the area for which directly responsible.
• To promote and foster the Hospice's reputation and standing within the community and with private, statutory and voluntary sector agencies and organisations.
• To adhere to the Health and Safety policy and report all accidents, incidents or near misses promptly and when requested to co-operate with any investigations undertaken.
• To be aware of obligations and to abide by the spirit and nature of the Equal Opportunities policy to avoid direct and indirect discrimination.
• To undertake any other duties which may be reasonably required.
This Job Description is subject to review as part of the annual appraisal process, or due to any changed service provision., We work closely with other healthcare professionals and volunteers to play a crucial role in the community by ensuring that patients and those close to them receive compassionate care and support tailored to their individual needs and preferences, and allowing them to remain in the comfort of their own homes surrounded by loved ones. We do not charge for our services, but as a charity we rely on donations, fundraising activities, and volunteer support to ensure that we can continue to support patients, families and their loved ones in the future. All funds donated to us or raised by individuals and groups within our local communities stays within the West Cumbrian community and helps us to provide care for those in need now, and into the future. Company info

Established in 1987, Hospice at Home West Cumbria have been nationally and internationally recognised as delivering an excellent model for home-based palliative and end of life care. Our care and support is available to those with a life-limiting illness, regardless of cause, and we aim to improve the quality of life for patients and their families by offering a range of services tailored to meet their physical, emotional, and practical needs:
• Home Nursing is at the heart of what we do. We provide skilled nursing care on a one-to-one basis to adults within their own home or alternative residential settings, enabling them to remain in their chosen place of care at end of life.
• We deliver a range of Family and Bereavement Support Services for families, carers and those bereaved; these include one-to-one support, group support and complementary therapies. This support enables people to cope during the most difficult and challenging times in their lives.
• We are also the sole providers of Specialist Lymphoedema Care in West Cumbria. This is a particularly challenging condition that affects many people. It can be as a result of cancer or cancer treatment, but it can also be caused by other non-cancer related conditions.