Citizens Advice Job Pack
Please find enclosed:
Terms and Conditions
Job title: Bureau Support Accountant
Date: August 2012
Band: Professional / Specialist
Proficient salary: Up to £37,534 pro rata
Reporting to: Bureau Financial Consultant
Role purpose: To deliver national bureau financial support initiatives to
develop financial best practice throughout the service.
To provide professional financial consultancy and advice to
Network Development Managers, CitA auditors and assigned
Key % of
1. Corporate Implement the standardised financial systems and 35
Responsibilities processes throughout the network, such as a
planned programme of BureauFM roll-out, and where
requested provide ongoing support to bureaux on
these financial systems.
Update and maintain key national financial data to
inform the network’s financial risk analysis.
Hold a positive and open relationship with CEO’s,
Finance Officers Chairs and Treasurers. Use
knowledge of bureaux and regular communication to
facilitate the early identification of problems and
develop action plans to resolve them.
Support bureau trustees to recruit and induct finance
officers and Treasurers.
2. Information, Develop best practice in financial management 15
Training and throughout the service by:
Keeping abreast of developments in financial
management, particularly as relate to the charity
Contribute written guidance on financial management
practices, though BMIS and other channels.
Lead events aimed at facilitating the sharing of ideas
and best practice among bureaux.
Deliver national and local training programmes aimed
at improving the financial management skills in
3. Specialist Provide professional finance consultancy to NDMs, 20
Consultancy CitA auditors and assigned bureaux, by telephone,
email or face-to-face.
Contribute financial expertise to support bureau
interventions, such as addressing financial
Monitoring compliance, providing specialist
consultancy support to assist in the management of
change including dealing with crisis management
and negotiating effectively with stakeholders.
4. Financial Support bureaux to set their annual budget, and the 15
performance/ phasing thereof.
accounts/year end Support bureaux to meet monthly close down of
To review actual results against budget, obtaining and
recording variance explanations from bureaux,
identifying material financial issues and
communicating them to relevant stakeholders where
Assist bureau in the production of management and
statutory accounts ensuring the highest levels of
accuracy are achieved.
5. Bureau To provide support to the CEO/Treasurer on internal 10
accounting and external reporting requirements where
Provide support on accounting issues such as VAT,
reconciliations, and year end.
To provide support to internal stakeholders on ad hoc
projects, providing financial and business analysis on
Visit bureaux to support and assess business
management experience and skills.
Monitor compliance with bureaux manual
Deal effectively with queries from bureaux.
6. Other Undertake such other duties and tasks as may lie 5
within the scope of this post.
Ensure that work undertaken reflects and support
the service’s Equality and Diversity Strategy.
1. Qualified professionally / academically in financial / management accounting (or
2. Proven ability in a management or finance consultancy role, or other role
providing professional business services, strategic planning, organisational
development and service delivery to a diverse customer base.
3. Proven ability in running financial accounting, year end closure and
management reporting processes in both small and medium sized
organisations (up to £5m turnover).
4. A sound knowledge of Standard Accounting Practices, of Charities Act,
Companies Act, SORP and Auditing Guidelines and accounting requirements.
Working knowledge of the laws affecting the finance, governance and
management of small charities: charity law, company law, employment law
and equal opportunities legislation.
5. Excellent interpersonal skills with the personal presence and ability to
establish credibility, command respect and develop positive relationships with
a diverse customer base and the ability to influence, network and negotiate
effectively with a range of stakeholders.
6. Strong analytical skills to understand and monitor contract compliance with
the ability to solve problems creatively, identifying and implementing solutions
to non compliance.
7. Ability to work within a target driven environment, managing own workload
effectively and realistically and achieving results within agreed deadlines and
to meet commitments under pressure.
8. Ability to work as part of a team, developing common standards, policies and
practices and have a collaborative approach to seeking solutions.
9. Confident verbal, written and presentation skills; including the ability to
produce user-friendly guidance materials for a range of audiences, and to
deliver training in finance to people without a finance background.
10. Ability to use IT packages, including high level competence in Microsoft Word,
Excel and PowerPoint; use and development of PC based accounting
packages (ideally QuickBooks); and the ability to use e-mail and maintain an
electronic diary. .
11. A commitment to continuing professional development.
12. Good, up to date understanding of equality and diversity and its application to
the implementation of financial services.
13. Willingness and ability to undertake regular travel, sometimes involving
overnight stays, possession of a full driving licence and use of a car, or
otherwise able to fulfil this travel requirement.
14. Ability to commit to and work within the aims, principles and policies of the
Citizens Advice service.
TERMS AND CONDITIONS
1. PROFICIENT SALARY: Up to £37,534 pro rata
Appointment may be at an initial salary level (90 or 95% of the proficient salary) or at
the proficient salary, depending upon skills and abilities as assessed during the
2. ANNUAL/TOTAL LEAVE
Annual leave is 26 days pro rata per annum from 1st January to 31st December,
plus 4 fixed days (normally over Christmas and New Year). Additionally, there is
Long Service Leave of 1-5 days after 3-7 years service.
3. PENSION SCHEME
Citizens Advice provides a Group Stakeholder scheme. Further details of this
scheme will be provided to the successful applicant at offer and contract stage.
4. LEARNING AND DEVELOPMENT
Citizens Advice has a co-ordinated staff training and development strategy. This will
mean that training for your current job, and future career developments relevant to
Citizens Advice will be provided and you will be encouraged to take an active role.
5. INTEREST FREE LOANS
Interest-free loans are available to purchase season tickets for travel, and for career
development purposes. If you are a designated essential car user, interest-free car
loans are also available.
6. SALARY SACRIFICE SCHEMES
Citizens Advice offers childcare vouchers and operates a Cycle to Work scheme
which provide a tax-efficient method for employees to pay for childcare or purchase
a bicycle for commuting to work.
7. REMOVAL AND RELOCATION EXPENSES
Individuals appointed to permanent posts (i.e. excluding fixed term contracts) in
Citizens Advice are eligible for reimbursement of up to £500 to cover costs
associated with relocation and removal. Please ask for a copy of the full policy to
check your eligibility.
8. CRIMINAL RECORDS BUREAU (CRB) CHECKS
Some Citizens Advice positions may require the successful candidate to undergo a
CRB check. Further details can be obtained by contacting Human Resources on
0207 833 7021.
9. EQUALITY AND DIVERSITY
Citizens Advice recognises the positive value of diversity, promotes equality and
challenges unfair discrimination. We recognise people with different backgrounds,
skills, attitudes and experiences bring fresh ideas and perceptions, and we wish to
encourage and harness these differences to make our services more relevant and
approachable. Citizens Advice will not discriminate or tolerate discriminatory
behaviour on the grounds of race, colour, sex, transgender, disability, nationality,
national or ethnic origin, religion or belief, marital/partnership or family status, sexual
orientation, age, social class, educational background, employment status, working
pattern, trade union membership or any other irrelevant factor in any aspect of
Our values include a commitment to equality and fairness, and to valuing each other.
All our employees are expected to have read and understood our Equality and
Diversity Policy and to ensure they behave in accordance with its principles.
Breaches of the policy may lead to disciplinary action.
10. DIGNITY AT WORK
Citizens Advice is committed to providing a culture in which all staff value each other
and are able to work together to their full potential in an inclusive environment free
from harassment, bullying and other unacceptable forms of behaviour.
Unacceptable behaviour in the workplace will be actively dealt with, all complaints
will be taken seriously, confidentiality will be respected and victimisation of those that
raise complaints will not be tolerated.
Our values include commitments to work together and value each other - all our
employees are expected to have read and understood our Dignity at Work Policy
and to ensure they behave in accordance with its principles. All staff are responsible
for helping to create and maintain a positive and inclusive working environment free
from bullying and harassment. All managers have a particular responsibility for
ensuring a supportive and inclusive working environment in which dignity at work is
11. PROBATIONARY POLICY
New appointments are subject to a six months probationary period. Performance is
reviewed after three months and again after six months. At the end of the
probationary period the outcome of the assessment may be confirmation of post;
notice of dismissal; or at Citizens Advice’s discretion, an extension of the
probationary period by a further three months.
12. POLITICAL IMPARTIALITY
An important part of the principle of impartiality is that Citizens Advice staff are seen
to be upholding the principle of party political impartiality. To avoid possible
misunderstanding or possible conflicts of interest guidelines have been established
on staff taking part in party political activities. More information on this and a copy of
the guidelines is available from the HR Division, telephone 0207 833 7021. If you
currently hold, or are intending to stand for local or national party political office, we
will expect you to tell us about this if shortlisted for interview.
Liverpool city centre office
14. EMPLOYMENT STATUS
Our roles are open to discussion about flexible working, which may include
arrangements such as part-time working, formalised flexitime, fixed (non-standard)
working hours, working from home and job-sharing.
16. HOME WORKING POLICY
If you are contracted to work from home, you will be required to provide a suitable
work area which is available for long term use and which can accommodate a
standard size workstation, plus any other work equipment likely to be required to do
17. HOURS OF WORK 21.75
Citizens Advice is an operating name of The National Association of the
Citizens Advice Bureaux.