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: guidance keeping abreast of developments in financial management, particularly as they relate to the charity sector; 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 analysis. 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 organisation. Undertake any other duties as may be reasonably required within the scope of the role. PERSON SPECIFICATION ESSENTIAL 1. Qualified professionally / academically in financial / management accounting (or equivalent experience) and a commitment to continuing professional development. 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 diversity. 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 DESIRABLE 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 law. 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. 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 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. 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. SEASON TICKET LOAN Interest free season ticket loans (or car loans) are available on request. 6. REMOVAL AND RELOCATION EXPENSES 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. 7. 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. 8. EQUAL OPPORTUNITIES 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 age. 9. PROBATION 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. 10. 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 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 Flexible 12. EMPLOYMENT STATUS Permanent 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.