Finance and Business Development Manager 21 hours per week 22,000 pro rata Actual salary 12,745

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1 Finance and Business Development Manager 21 hours per week 22,000 pro rata Actual salary 12,745 An exciting opportunity has arisen for finance and Business Development Manager with sound financial skills, enthusiasm, and business acumen. You will report directly to the Chief Executive and carry a crucial responsibility in leading the charity into the future. You will possess Sound knowledge of Finance Awareness of Government reforms in health and social care Experience of service development The ability to Identify new business opportunities Closing date is 4.00pm on Friday 23 November 2012 For an Application pack please contact: Age UK Metro Rochdale, 12 South Parade, Rochdale OL16 1LR Telephone Or download an application pack at Age UK Metro Rochdale is the new name for Age Concern Metro Rochdale Registered Charity Number

2 General guidance for completion of the application form When making an application for employment it is important that you look at your strength and weaknesses to ensure that you are realistic in pursuing employment with us. We would suggest that you read through the application form before you complete it. The person specification lists the skills and abilities which we are looking for. Applicants should therefore demonstrate how they meet the criteria. You need to say why your skills and experience are relevant and the experience you possess and also give detailed examples. Please remember that the short listing panel can only use the information about you that is on the application form. The short listing panel cannot make assumptions about what skills, abilities and experience you may possess. Please complete the application form in black or dark ink, and comply with request or other instructions on the application form. Should you wish to add additional pages of relevant and targeted information, this would be acceptable. Please make sure that your form is legible. You may submit a word processed application form if you prefer.

3 Guidance notes and further information for job applicants Job Title Locations Finance and Business Development Manager Age UK Metro Rochdale but with travel as necessary Salary 22,000 pro rata actual salary 12,745 Hours Holiday entitlement 21 hours per week 4 weeks plus statutory holidays Closing date 4.00pm Friday 23 November 2012 Interview date Application methods Submitting applications To be confirmed The enclosed application form must be completed in order to apply for this post. Please note that Curriculum Vitae will not be accepted or considered By post or in person marked Private and Confidential Ref FBDM to:- Age UK Metro Rochdale 12 South Parade, Rochdale OL16 1LR Shortlisted candidates will be notified by Friday 21 December Other information THIS POST IS SUBJECT TO AN ENHANCED CRB DISCLOSURE

4 AGE CONCERN METRO ROCHDALE JOB DESCRIPTION JOB TITLE: ACCOUNTABILITY: HOURS: FINANCE AND BUSINESS DEVELOPMENT MANAGER Accountable to the Chief Executive 21 hours per week Days and times to be agreed with the line manager according to operational needs SALARY: 22,000 (Pro rata) Actual salary 12,745 LOCATION: Based at Age UK Metro Rochdale but with travel as necessary JOB PURPOSE: Under the direction of the Chief Executive, to manage all aspects of Age UK Metro Rochdale finances and business development activities, ensuring that the organisation remains financially viable and able to meet all of its statutory and contractual requirements. This will include leading on fundraising, accounting functions, and the management and development of the organisations financial systems. ROLES AND RESPONSIBILITIES: The role will encompass all of the following responsibilities and duties, with specific objectives and targets set in accordance with the part time hours of the post. The nature of the job will require the post holder to be flexible in the number of hours worked and the days this will involve. Hours of work may include evenings and weekends. The post holder will therefore be contracted to 1092 annualised hours (21 hours per week x 52 weeks per year) per annum, less holiday entitlement and statutory holidays. All hours of work (during evening & weekends) will be calculated at single time. To be responsible for the financial management of the organisation.

5 To keep and maintain financial records and systems in accordance with the Charity Commission and Companies House requirements, making appropriate submissions when required. To maintain income and expenditure accounts and make specific returns to funding agencies as required. To monitor all bank and cash accounts including cash flow monitoring, inter account transactions and banking reconciliations. To have overall responsibility for payroll including all associated record keeping, statutory payments and annual returns. To proactively contribute to strategic, budgetary planning, including forecasting, risk management, management accounts and reports for board members. To assist in the preparation of annual audit and work in accordance with the requirements of the auditors including the preparation of annual statutory accounts. To make recommendations for the fundraising activities of the organisation which increase take up of charged for charitable services. To work closely with the Honorary Treasurer when required, regarding the financial governance of the organisation. To work closely with the Chief Executive to monitor the progress of projects and evaluate achievements, including the development and implementation of business, workforce and financial planning. To develop a range of income streams to ensure ongoing financial viability of the organisation and its ability to grow and prosper. To maintain and expand corporate sponsorship and fundraising activity, developing and maintaining positive relationships with business partners and sponsors. To undertake any training or re-training to meet changing needs and service requirements To undertake these duties with regard to the policies and procedures of the organisation. To contribute to Age UK Metro Rochdale s aim to respect and value diversity, provide choice and ensure equal opportunity and access. To undertake other such duties which are commensurate with the overall purpose of this post which may arise from time to time.

6 The post would be subject to a CRB check. PERSON SPECIFICATION Post: Finance and Business Development Manager Date Prepared: October 2012 Number Item Assessment Method ESSENTIAL A financial or business qualification CFAB,CIMA or equivalent Experience of initiating, planning and developing areas of work Demonstrable financial and management accounting experience, particularly preparing budgets, management accounts, statutory accounts and analysis / interpretation of management information Proficiency in the use of computer software for management accounts, spreadsheet analysis and payroll systems Evidence of the ability to develop and deliver successful strategies for sustained income generation Knowledge and practical experience of the Charity SORP, the requirements of the Charities Act, Charity Commission and Companies House Evidence of an ability to develop and deliver new income generation activities Excellent communication skills, both written Application form Application form and Interview Application form and interview Application form and Interview Application form and interview Application form and interview Application form and interview Application form and Interview

7 and verbal Values diversity Excellent observation & monitoring skills DESIRABLE Experience of working in the Voluntary Sector paid or unpaid A proven ability to meet income generation targets through commercial products or services Application form and interview Application form and interview Application form and interview Application form and interview

8 PRIVATE AND CONFIDENTIAL APPLICATION FOR EMPLOYMENT 12 South Parade Rochdale OL16 1LR Telephone: Fax: Registered Charity No Please write in block letters, using black ink, or type. Where necessary continue your answers on a separate sheet of paper. Post of: How did you learn of this vacancy? Surname: Forenames: Address: Home Telephone Number: Work Telephone Number: Mobile Number: NI Number: Would you require a Work Permit to take up this appointment? If so, please give details (UK and EEA Citizens do not require Work Permits) Present/most recent employment Name: Address: Telephone number: Current post title and brief description of duties Date appointed: Date left: (if applicable) Current salary/pay: Period of notice required by current employer: Reason for leaving or wanting to leave:

9 REFERENCES Please give the names and address of two referees. One of the referees must be able to comment on your work experience and should be your current or most recent employer. Referees should not be relatives. 1. Name and Address 2. Name and Address Telephone No Telephone No May referee be contacted prior to interview? May referee be contacted prior to interview? Yes No Yes No EDUCATION AND TRAINING School/College/University Level Grade Year/Obtained PRACTICAL TRAINING Organising Body Course Grade/Class

10 EMPLOYMENT HISTORY (please include unpaid work or voluntary work if appropriate) Age UK Metro Rochdale reserves the right to contact any previous employer to verify the information Name and address of employer (Most recent first & state if un-paid) Dates From - To Position Reason for Leaving CRIMINAL CONVICTIONS Have you ever been convicted of a criminal offence? YES NO This post is exempt from the provision of the Rehabilitation of Offenders Act. If you have received any convictions in the criminal court please enclose details in a separate envelope marked for the attention of the interview panel This includes but not limited to previous convictions, cautions and a bind-over. The envelope will only be opened if you are shortlisted for interview. If you are not shortlisted for interview the envelope and its contents will be destroyed. Please be aware that an

11 offer of employment may be withdrawn if a conviction is not declared above and subsequently is identified through CRB disclosure. Due to the nature of the work of Age UK Metro Rochdale which involves contact with vulnerable people we do ask you to inform us if you have ever been convicted of abuse Yes No It is the policy of Age UK Metro Rochdale to carry out Criminal Records Bureau (CRB) check prior to commencement of employment. Any adverse disclosure could result in the offer of employment being withdrawn. DRIVING Do you hold a current driving licence? YES NO If driving is a requirement for the post which you have applied for please give details of any endorsements: SUPPLEMENTARY INFORMATION This is an opportunity to draw attention to details of your past experiences and skills, which will show why you are suitable for the post. The enclosed person specification will indicate the method of assessment and which are the important ones to address here. Please attach additional sheets if necessary.

12 DECLARATION: The information given in this application is, to the best of my knowledge, true and complete. I understand that any false declarations may lead to the withdrawal of a job offer or termination of employment. By signing and returning this application form, you consent to Age Concern Metro Rochdale using and keeping information about you or by third parties such as referees, relating to your application or future employment. This information will be used solely in the recruitment process. Such information may include details relating to ethnic origin and disability. These will be used solely for internal monitoring and will not be disclosed to any third party. Signature of applicant Date PRIVATE AND CONFIDENTIAL For official use only Ref. No. App. No. Date Returned

13 Equalities & Diversity Monitoring Questionnaire You are not required to complete this form, but it would help Age UK Metro Rochdale to monitor that their commitment to Equal Opportunities is being effective. This form is not part of the recruitment process. Post applied for: Reference: FBDM Gender Male Date of Birth: Female Racial Origin White White British White Irish Any other White Background Mixed White and Black Caribbean White and Black African White and Asian Any other mixed background Black Black British Caribbean African Any other Black Background Asian, or Asian British Indian Pakistani Bangladeshi Any other Asian Background Other racial groups Chinese Any other Chinese Background please specify

14 Disability Do you consider yourself to have a disability? Disability is defined under the Disability Discrimination Act 1995 as a physical or mental impairment which has a substantial and long term adverse effect on a person s ability to carry out normal day-today activities Yes (go to question 4b) No (go to question 5) Disability Continued 4b please provide details below (optional) 4c Are there any reasonable adjustments that you feel would be necessary in order to accommodate you in this role? If so, please provide details below Religious beliefs Christian (including Protestant, Catholic, Methodist etc) Buddhist Hindu Sikh Jewish

15 Other No religion Prefer not to say Sexuality Heterosexual Bisexual Transgender Gay Lesbian Prefer not to say

16 Further Information Asylum and Immigration Age UK Metro Rochdale (Age Concern Metro Rochdale) will comply with the Asylum and Immigration Act 1996, and will require all employees to provide documentary evidence of their legal right to work in the UK prior to commencing employment. Diversity and Equality Age UK Metro Rochdale (Age Concern Metro Rochdale) is committed to equal opportunities; we want our staff to reflect the diversity of our customer base. All employees and job applicants will be considered on their abilities and will not be discriminated against on the grounds of age, race, sex, sexuality or creed. Pension Scheme Employees are eligible to join the pension scheme of Age UK Metro Rochdale (Age Concern Metro Rochdale) after completing 3 months of employment. The pension scheme is a stakeholder pension. Details are available from the Finance Section when appointed. Interviews Should you be invited for interview, and you have a disability which may require us to make reasonable adjustments for this, please let us know how we can assist you. Offer of employment Any offer of employment is made subject to certain conditions which are the receipt of two references, which are considered satisfactory by Age UK Metro Rochdale (Age Concern Metro Rochdale). Factual details such as appointments, dates sickness and disciplinary matters will be checked during this stage of the recruitment process. In and by submitting your application you are giving your consent and permission for references to be taken up. An offer of employment will also be subject to an enhanced or standard CRB disclosure. The guidance notes shall indicate the level of disclosure required for particular posts and where appropriate a medical check or self declaration. Age UK Metro Rochdale (Age Concern Metro Rochdale) has a policy on the recruitment of ex-offenders and will not automatically disqualify an applicant on the basis of an information disclosure. Age UK Metro Rochdale (Age Concern Metro Rochdale) may withdraw the offer of employment where convictions which are not disclosed on the application for employment form are subsequently revealed through CRB disclosure. All newly appointed staff are required to work a probationary period of a minimum of 3 months where their progress is monitored. During this time and suitability for the role is assessed.

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