Finance Business Partner JD (TB)

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FINANCE BUSINESS PARTNER Department

Finance

Reporting to

Finance Manager

Hours

37.5 hours per week, Monday - Friday

The role of Finance Business Partner is an important one in our organisational development. This role will work closely with budget holders across the organisation, creating a real and active partnership, providing real time support and analysis, and becoming a trusted advisor who can add value that will assist in decision making. This is an operational role with strategic impact. Information and reporting are just the tip of the iceberg. What really matters is your ability to see the value in the information you provide and to inspire others to make use of it. Main purpose of the role •

To build partnerships and maintain strong relationship with Directors, Managers and any other budget holders, across the organisation

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To interpret, explain, report on and drive business performance

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To support and influence key operational decisions

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To provide ad hoc analysis and insights on specific issues

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To lead on and complete the budgeting process, liaising with budget holders across the organisation

Finance Business Partner

12/12/2018

KEY RESPONSIBILITIES Accounting •

Prepare accurate monthly management accounts

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Propose enhancements to the format and structure of the management accounts

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Liaise with colleagues across the organisation to gain information required for the completion of the accounts

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Prepare weekly performance statistics, ensuring performance against key indicators is available to the Director team on a timely and accurate basis

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Provide analysis of specific fundraising or project income and expenditure

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Provide prompt and accurate information for internal stakeholders

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Assist the Finance Manager with the preparation of the audit file for the charity and its trading subsidiary, and being the primary point of contact for the auditors, ensuring a process which is as smooth as possible

Budgeting and benchmarking •

Lead on the preparation of the annual budget, and periodic reforecasts, including: o

Coordinating the budget timetable

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Coordinate the sending and receiving of budget information

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Provide support and guidance to budget holders in preparing their budget information

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Review of submissions from budget holders for accuracy and completeness

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Review the budget model for arithmetic accuracy

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Propose enhancements to the budget model

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Prepare monthly statements of income and expenditure for budget holders

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Meet with budget holders to review financial position, comparing actual to budgeted results and investigating significant variances

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Monitor and review the theatre’s own finance benchmarking and KPI reporting

Banking and reconciliations •

Review and reconcile point of sale information entered by individual departments

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Review and post daily bankings, liaising with colleagues inside or outside of the finance department where necessary to ensure appropriate treatment

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Prepare weekly bank reconciliations

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Monitor the level of ‘free cash reserves’

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Oversee cash handling and banking procedures across the organisation

Finance Business Partner

12/12/2018

Organisational Wide Responsibilities •

To demonstrate and promote our core values; o

“To inspire a sense of the magic of theatre” to both your colleagues and anyone who visits us to see our performances, take part in our activities or spend time in our buildings.

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To support and contribute to our commitment to provide brilliant experiences. This underpins everything we do and shapes how we work as a team, the partners with whom we work and the way in which we welcome our visitors.

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To maximise the opportunities for inclusion throughout the theatre’s activities

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To actively support the theatre’s ambitions to reduce its impact on the environment

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To comply with all theatre policies including Safeguarding, Equal Opportunities, Health and Safety, ICT, Data Security and Protection

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To undergo any training necessary to fulfil the duties of this role and to develop its contribution to the organisation

Finance Business Partner

12/12/2018

PERSON SPECIFICATION Essential • Experience & Knowledge • • • Attributes •

• • • • Skills • •

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• • • Qualifications

Experience as a Finance Business Partner or Management Accountant Good understanding of the construction of monthly management accounts Experience of working across teams to provide financial support and advice Organised, efficient and able to work to deadlines Friendly, supportive and interested in understanding the workings of the theatre departments and its managers Natural problem solver and innovator Honesty and integrity is essential Good team player Ability to present clear financial information in writing and verbally Strong interpersonal and relationship building skills Ability to communicate and translate financial information at all levels, including non-financial staff and stakeholders Ability to demonstrate a positive approach and to champion cultural and organisational change Strong IT skills, particularly advanced Excel and finance system Attention to detail Part or fully qualified accountant (ACA, ACCA, CIMA).

Desirable

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An interest in the arts and an understanding of a buildingbased arts organisation

This description is not exhaustive & may change to meet the needs of the business as the strategic vision for the department & organisation evolves. The post holder may be required to perform duties outside of this as operationally required, but within reasonable scope of this role at the request of the relevant manager or director.

Finance Business Partner

12/12/2018