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					                                    ROLE PROFILE

Job title:           Bureaux Financial Consultant

Date:                July 2007

Band:                Professional / Specialist

Proficient salary:   £37,500 + Essential Car User Allowance

Reporting to:        Head of Financial and Legal Support Services

Location:            tbc

Role purpose:             To provide financial consultancy and advice to a number of
                           assigned bureaux

                          To support the development of financial best practice throughout
                           the service.

Key                                                                                     % of
                                           Key elements/tasks
accountabilities                                                                        Time

1. Specialist        Provide high level finance consultancy to assigned                  35
consultancy          bureaux, by telephone, email or face-to-face.

                     Contribute financial expertise to support more complex
                     bureau interventions, working with Area-based colleagues
                     as part of a project team.

                     Assist bureaux staff and colleagues in negotiations with
                     local authorities and other funders or potential funders.

2. Information,      Support best practice in financial management throughout            30
training and         the service by:
                          keeping abreast of developments in financial
                           management, particularly as they relate to the charity

                          contributing written guidance on financial management
                           practices though BMIS and other channels;

                          organising and leading events aimed at facilitating the
                           sharing of ideas and best practice among bureaux;

                          contributing to training programmes aimed at
                           developing financial management skills in bureaux;

                          providing guidance and training to BMCs in financial
                           management and reporting systems, including in
                           support of any new guidance issued on BMIS.
3. Corporate       Support the implementation of standardised financial            30
responsibilities   systems and processes throughout the network, such as a
                   planned programme of QuickBooks roll-out.

                   Update and maintain key national financial data, and
                   analyse this data to inform the network’s financial risk

                   Provide regular monitoring reports on financial /
                   management data and reports to Area Director(s), to
                   inform future priorities for support.

4. Other           Contribute flexibly to the work of the division and the wider   5

                   Undertake any other duties as may be reasonably required
                   within the scope of the role.
                             PERSON SPECIFICATION


1.    Qualified professionally / academically in financial / management accounting (or
      equivalent experience) and a commitment to continuing professional

2.    Proven ability in running financial accounting, year end closure and
      management reporting processes in both small and medium sized
      organisations (up to £5m turnover)

3.    Sound knowledge of Standard Accounting Practices, Charities Act,
      Companies Act, SORP and Auditing Guidelines and accounting requirements

4.    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

5.    Strong analytical skills, with the ability to solve problems creatively and take a
      project management approach to the successful implementation of solutions

6.    Well-organised and efficient; able to manage own workload to meet
      commitments under pressure

7.    IT proficiency, including high level of proficiency in Microsoft Word, Excel and
      PC based accounting packages (ideally QuickBooks), and the ability to use e-
      mail and maintain an electronic diary

8.    Understanding of, and commitment to, equality and the positive value of

9.    Ability to commit to and work within the aims, principles and policies of the
      Citizens Advice service.

10.   Willingness to undertake regular travel within the Area (and occasional travel
      nationally), sometimes involving overnight stays

11.   Possession of a full driving licence and use of a car, or otherwise able to fulfil
      the mobility requirement outlined above


12.   Proven ability in a management or finance consultancy role, or other role
      providing professional business services to a diverse customer base.

13.   Working knowledge of the laws affecting the finance, governance and
      management of small charities, including charity, company and employment
                             TERMS AND CONDITIONS

1.     SALARY -

Salary Range:                             £33,750 - £37,500 per annum inclusive

An appointment will be made to a salary within the range for the post depending
upon skills and experience.


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.


Citizens Advice provides a choice of pension arrangements: a Final Salary Scheme
and a Group Stakeholder scheme. Further details of these schemes will be provided
to the successful applicant at offer and contract stage.


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.


Interest free season ticket loans (or car loans) are available on request.


Individuals appointed to permanent posts (ie. excluding fixed term contracts) in
Citizens Advice are eligible for reimbursement of upto £5,000 for removal and
relocation expenses to cover costs of moving, rented accommodation, travel etc.


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.


At Citizens Advice we recognise that there is discrimination against groups and
individuals in society and that as a consequence they are disadvantaged both in
finding suitable employment and in securing promotion because of race, sex,
disability, HIV/AIDS, sexuality, religion/beliefs or age. We value the diversity in our
society and recognise that as an employer we can further our strategic aims by being
committed to taking positive steps to remedy this discrimination in society. Our
values include a commitment to challenge discrimination. We require all our
employees to comply with our equal opportunities policy and to co-operate in
measures introduced to promote and implement the policy. Failure to do so may
result in disciplinary action.

We will ensure that applicants and employees do not receive less favourable
treatment on grounds of race, sex, disability, HIV/AIDS, sexuality, religious beliefs or


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.


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 020 7833 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.

11.     LOCATION




13.     HOURS OF WORK                                            36 ¼ hours per week

Normal working hours are 9 - 5.15 Monday to Friday. However, these hours may
vary from week to week to meet the needs of the job.

      Citizens Advice is an operating name of The National Association of the
                             Citizens Advice Bureaux.