Job summary
An exciting position has arisen for an AAT qualified finance professional who is well-organised and enthusiastic to join the Lincolnshire NHS Charity team. The role will form part of the Lincolnshire NHS Charity team, supporting Lincolnshire Community Health Services NHS Trust (LCHS) and Lincolnshire Partnership NHS Foundation Trust (LPFT) in their efforts to provide positive experiences to patients, their families, and our NHS staff.
This is a great time to join the Lincolnshire NHS Charity team, as we embark upon our 2024-29 Strategy. Our work continues to grow and develop and we are proud to provide 'the little extras that make a big difference' to our NHS Trusts. The Charity has a small, hard-working and effective team and we are pleased to be introducing this role which will introduce vital permanent finance expertise alongside the team's existing skills in fundraising, stakeholder engagement, events, marketing, relationship management, and more.
We are seeking a strong communicator who is experienced in charity finance and accounting and has a good understanding of charity governance. The successful candidate will have excellent organisation skills and attention to detail. A willingness to work flexibly, problem solve, and understand complex information is essential.
Main duties of the job
The postholder will lead on financial processes for the Charity under the supervision of the Charity Manager, providing expert charitable financial accounting services including monthly income/expenditure information, regular purchase processes, and a range of reporting and reconciliations (to Fund Managers, for project grants, etc.) The role will also assist the Charity Manager in the production of the Charity's Annual Report by completing its financial aspects, lead on the Charity audit, and support with financial reporting to the Charity Committee and the Charity's corporate trustee (LCHS). The Charity Accountant plays a key role linking the Charity to the NHS Trusts it supports and to its corporate trustee and will work closely with colleagues in the Trusts finance department.
The individual will be required to work in-line with a range of local and national timetables and deadlines and will need to be able to work flexibly and responsively to meet the needs of a range of internal and external stakeholders and communicate effectively with a broad audience. Modern, unbureaucratic approaches to finance processes and systems and the ability to streamline or increase efficiency are encouraged.
About us
Lincolnshire Community Health Services NHS Trust is in the top 25 per cent of all community trusts for overall staff engagement in the 2021 NHS National Staff Survey.
At LCHS, we know diversity fosters creativity and innovation. We are committed to equality of opportunity, to being fair and inclusive, and to being a place where all belong. We therefore particularly encourage applications from candidates who are likely to be underrepresented in LCHS' workforce.
LCHS recognises the increasing demand for more flexibility in working practices in order to accommodate the personal goals and commitments that employees experience at different stages during their working lives. Flexible working opportunities such as part-time working, compressed hours, job shares, and hybrid working models can help staff to balance their personal and work commitments. Arrangements can be put in place if it can be shown that the needs of the individual can be balanced with those of the service and the impact on other team members, enabling the Trust to recruit and retain skilled staff, raise staff morale, reduce absenteeism and respond to changing service needs more effectively.
We are an ambassador of a learning culture that will support the right individual to progress in their chosen career through an 'earn while you learn' apprenticeship programme. Visit our Learning and Development page to find out more https://www.lincolnshirecommunityhealthservices.nhs.uk/join-us/learning-and-dev
Job description
Job responsibilities
- Lincolnshire Community Health Service requires all staff to safeguard children, young people and adults. All staff are required to access the organisational policies, also the Local Safeguarding Children Board and the Local Safeguarding Adults Board policies and procedures that underpin the safeguarding agenda. The safeguarding policies to be followed are foundat www.lincolnshirecommunityhealthservices.nhs.uk and www.lincolnshire.gov.uk
- LCHS policies, procedures and guideline - It is a condition of your employment that as an employee you are expected to adhere to our policies, procedures and guidelines. These can all be found on the Trusts website
- Lead on all financial queries, processes and administration for the Charity, ensuring income and expenditure is properly accounted for and used in accordance with agreed objectives and governance controls
- Produce the Annual Financial Statements of the Charity in accordance with the SORP and all other financial reporting standards, together with backing documents required for internal and external scrutiny
- Lead on the annual Charity Audit and preparation of the financial components of the Charity's Annual Report
- Prepare monthly Charity Financial Statements for review by the Charity Manager and Fund Holder Statements for distribution to Fund Managers
- Complete other financial administration processes such as Gift Aid claims
- Play an active role in planning, preparation, delivery and review of Charitys governance processes, particularly relating to the Charity Committee
- Prepare financial and other papers for the Charity Committee, particularly in the form of reporting on Financial Performance to date, Investment Fund performance, spending progress with grant funding and similar
- Analyse, investigate and resolve complex financial queries, trends and discrepancies along with analysing complex financial data to identify errors and sort out problems from a range of options
- Provide and receive complex information in an accurate and timely manner and to persuade, motivate and negotiate in areas which are often sensitive or contentious
- Provide advice on complex financial and corporate issues to both financial and non-financial managers
- Ensure that income and expenditure are appropriately recorded and up to date, that all transactions are accurately recorded in all necessary locations, including on the digital management system, and that all other reporting is delivered on time, accurately and as required
- Support the Charity Manager and work closely with the wider Charity team in all aspects of fundraising, communication, relationship management, reporting, governance, etc. and in developing processes which are modern, efficient and accessible for a range of stakeholders
Job description
Job responsibilities
- Lincolnshire Community Health Service requires all staff to safeguard children, young people and adults. All staff are required to access the organisational policies, also the Local Safeguarding Children Board and the Local Safeguarding Adults Board policies and procedures that underpin the safeguarding agenda. The safeguarding policies to be followed are foundat www.lincolnshirecommunityhealthservices.nhs.uk and www.lincolnshire.gov.uk
- LCHS policies, procedures and guideline - It is a condition of your employment that as an employee you are expected to adhere to our policies, procedures and guidelines. These can all be found on the Trusts website
- Lead on all financial queries, processes and administration for the Charity, ensuring income and expenditure is properly accounted for and used in accordance with agreed objectives and governance controls
- Produce the Annual Financial Statements of the Charity in accordance with the SORP and all other financial reporting standards, together with backing documents required for internal and external scrutiny
- Lead on the annual Charity Audit and preparation of the financial components of the Charity's Annual Report
- Prepare monthly Charity Financial Statements for review by the Charity Manager and Fund Holder Statements for distribution to Fund Managers
- Complete other financial administration processes such as Gift Aid claims
- Play an active role in planning, preparation, delivery and review of Charitys governance processes, particularly relating to the Charity Committee
- Prepare financial and other papers for the Charity Committee, particularly in the form of reporting on Financial Performance to date, Investment Fund performance, spending progress with grant funding and similar
- Analyse, investigate and resolve complex financial queries, trends and discrepancies along with analysing complex financial data to identify errors and sort out problems from a range of options
- Provide and receive complex information in an accurate and timely manner and to persuade, motivate and negotiate in areas which are often sensitive or contentious
- Provide advice on complex financial and corporate issues to both financial and non-financial managers
- Ensure that income and expenditure are appropriately recorded and up to date, that all transactions are accurately recorded in all necessary locations, including on the digital management system, and that all other reporting is delivered on time, accurately and as required
- Support the Charity Manager and work closely with the wider Charity team in all aspects of fundraising, communication, relationship management, reporting, governance, etc. and in developing processes which are modern, efficient and accessible for a range of stakeholders
Person Specification
Skills
Essential
- Confident computer skills, particularly Excel, Word, and financial management systems
- Quality, accurate delivery of technical accounting processes and clear, accurate and detail-orientated outputs
- Effective organisation, prioritisation and planning
- Strong communication and interpersonal skills and the ability to engage a range of stakeholders
- Willingness to work flexibly to meet the needs of the Charity
Desirable
- Creative and efficient approaches to presenting data/information, and to developing and improving operational processes
- Strategic thinking and planning to ensure ongoing contribution to organisation and its development
Qualifications
Essential
Desirable
- Committed to Continuing Professional Development
Knowledge
Essential
- Use of financial management systems and production of reports
- Understanding of Charity governance processes
Desirable
- Understanding of the role of NHS Charities in supporting NHS Trusts and the relationships between the who types of organisation
Experience
Essential
- Expertise and experience in a range of accounting areas and specific finance processes in an NHS Charity and NHS Trust context, and specifics of the preferred financial management system.
- Processing income and expenditure
- Working independently and as part of a team
- Work in a Charity or other VCSE organisation
Desirable
- Specific finance processes in an NHS Charity and NHS Trust context and specifics of the preferred financial management system.
- Working in or with the NHS, particularly in a charity, or in another public body
- Aware of key aspects/best practice in charity fundraising
- Minute-taking, preparation of formal papers, and other governance-related activity
- Supporting or leading junior staff
- Understanding of working in a values-driven organisation
Other
Essential
- Willingness to work flexibly to meet the needs of the Charity, which may occasionally involve adjustment of working hours/days and will include an expectation to work in the office for a minimum of one day per fortnight in order to ensure face-to-face time with the rest of the team.
Person Specification
Skills
Essential
- Confident computer skills, particularly Excel, Word, and financial management systems
- Quality, accurate delivery of technical accounting processes and clear, accurate and detail-orientated outputs
- Effective organisation, prioritisation and planning
- Strong communication and interpersonal skills and the ability to engage a range of stakeholders
- Willingness to work flexibly to meet the needs of the Charity
Desirable
- Creative and efficient approaches to presenting data/information, and to developing and improving operational processes
- Strategic thinking and planning to ensure ongoing contribution to organisation and its development
Qualifications
Essential
Desirable
- Committed to Continuing Professional Development
Knowledge
Essential
- Use of financial management systems and production of reports
- Understanding of Charity governance processes
Desirable
- Understanding of the role of NHS Charities in supporting NHS Trusts and the relationships between the who types of organisation
Experience
Essential
- Expertise and experience in a range of accounting areas and specific finance processes in an NHS Charity and NHS Trust context, and specifics of the preferred financial management system.
- Processing income and expenditure
- Working independently and as part of a team
- Work in a Charity or other VCSE organisation
Desirable
- Specific finance processes in an NHS Charity and NHS Trust context and specifics of the preferred financial management system.
- Working in or with the NHS, particularly in a charity, or in another public body
- Aware of key aspects/best practice in charity fundraising
- Minute-taking, preparation of formal papers, and other governance-related activity
- Supporting or leading junior staff
- Understanding of working in a values-driven organisation
Other
Essential
- Willingness to work flexibly to meet the needs of the Charity, which may occasionally involve adjustment of working hours/days and will include an expectation to work in the office for a minimum of one day per fortnight in order to ensure face-to-face time with the rest of the team.
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
Additional information
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
