Manager / Team Leader. Assistant Director Business Planning & Analysis SALARY BAND RESPONSIBLE TO

Transcription

1 SALARY BAND Manager / Team Leader RESPONSIBLE TO Assistant Director Business Planning & Analysis EXPERIENCE PREFERRED Minimum 5 years relevant experience in a Management Accounts team, preferably in a group finance role. Should be highly numerate and possess good analytical skills. Significant experience of interrogating and reporting on ledger transactions using bespoke software (e.g. Vision, Vision Exec) and advanced Excel techniques. Preparation of monthly management accounts and quarterly forecasts. Good communication skills and ability to explain financial information to finance and non-finance managers / directors. Well organised, with experience of managing a team in order to achieve monthly / quarterly deadlines. Preparation of business plans using bespoke software (e.g. Cognos), including long term forecasting and sensitivity analysis. Finance systems analysis, including systems development and / or user acceptance testing. QUALIFICATIONS PREFERRED Two years post-qualified CIMA, ACCA, CIPFA or equivalent (qualified by experience will be considered). SUMMARY Manage the team and be responsible for providing financial advice and support to central budget holders, including preparation and review of I&E statements, preparation of quarterly forecasts and annual budgets. Oversee preparation of monthly Group Management Accounts (Performance Report) for review by Assistant Director Business Planning & Analysis (AD BP&A). Support the AD-BP&A in the production of the annual Group Business Plan, including preparation of central teams budgets, business plan reporting, long term forecasting 1

2 and sensitivity analysis. Support the AD-BP&A in managing and improving business planning and reporting systems. Work with colleagues to prepare the annual Housemark submission according to deadlines. Responsible for provision of any other management information to Executive Directors, Directors and other management committees and boards as requested. Providing financial analysis and support for group projects as requested. KEY TASKS Strategy and service development Communicate regularly with central budget holders to review their monthly management accounts, resolve any queries and liaise with Finance Service Centre to ensure corrections are processed promptly. Ensure that budget holders are aware of any material variances in their I&Es and where appropriate propose measures in order that income is maximised and expenditure properly controlled. Support central 1 budget holders in the preparation of their quarterly forecasts to ensure that these are delivered according to schedule. Review forecasts with budget holders to ensure that all anticipated material variances from budget are captured. Should the overall year end forecast vary materially from budget, challenge this and understand why and ensure that material variances are passed to the AD-BP&A for review. Ensure that central and divisional forecasts are loaded into the forecast ledger according to schedule. Support central budget holders in the preparation of their annual budget and 5 year business plan, based on latest management accounts and forecasts and taking into account Group business plan assumptions and Housemark benchmarking data. 2 Prepare draft budgets for review by the AD-BP&A. Once approved, ensure that 5 year business plans are loaded into Cognos business planning model. Extract business planning reports from Cognos for review by Director of Business Planning & Analysis and Executive Directors. Support the ADBP&A in the preparation of the Group 5 year business plan. Review reporting hierarchies in Cognos each year and ensure required updates are made in Cognos. Review the current suite of Cognos reports and update these as requested 3 in light of any changes to the hierarchies or changes to the overall business plan assumptions. At each stage in the business plan, provide necessary reports and working papers to Directors and Group Directors for review, ensuring that all outputs reconcile back to Cognos. Track changes made at each stage in the business plan. Support the AD-BP&A in the preparation of the Group 30 year business plan. Input subsidiary business plans into Cognos and ensure these reconcile back to source working papers. Prepare 30 year long term forecast and ensure this is loaded into 4 Cognos according to schedule. Prepare sensitivity analysis working papers and test sensitivities in Cognos, ensuring that results are recorded and reported to Director of Business Planning & Analysis. Update Group consolidation model and reconcile with Cognos source data. 2

3 Prepare relevant sections of the monthly Performance Report (PR) according to schedule. Liaise with business managers to ensure that commentaries are received promptly and review information provided for accuracy and consistency. Develop a thorough knowledge of those areas of the business that are being reported on to ensure that figures and commentaries reflect a true and accurate picture of year to date performance. Ensure that relevant sections of the PR are passed to AD-BP&A for review and respond to any queries in a timely manner. Use Vision software and Excel to create new and update existing MPR tables as required and ensure that templates are available for divisions to incorporate into local Board and PR commentaries. Respond to ad hoc requests from divisions, central teams, Directors, Group Directors for any further analysis and reports as needed. Ensure that all requests are dealt with promptly and efficiently. Undertake ad hoc projects/initiatives as requested by the ADBP&A or Director of Business Planning and Analysis. Support the AD-BP&A to test any developments / enhancements to Cognos. Work with AD-BP&A, finance colleagues and external consultants to deliver future planning and management reporting system improvements. Work with colleagues and support the AD-BP&A in the delivery of the annual Housemark submission. Make any necessary amendments to the reporting templates to ensure that all pay and non-pay data is reported accurately. Ensure that non-pay costs analysis is completed on time and review this for accuracy and consistency. Reconcile pay and non-pay costs back to the management accounts prior to uploading non-pay cost data into Housemark. Deal with non-pay cost validation queries, liaising with divisions and central teams to resolve queries where necessary. Liaise with Project Management Office to provide finance data to complete performance indicator section of the submission. Liaise with Housemark account manager with regard to the submission timetable and completion of validation and QA queries. Once Group data is available in Housemark reconcile back to statutory accounts. Service delivery Set annual performance targets for Business Planning & Analysis Supervisors, taking complete 1. responsibility for the performance management of all operational employees working in Business Planning & Analysis Team. 2. Ensure that service delivery complies with Riverside s policies and procedures relating to equality and diversity 3. Ensure that the views of Riverside s customers are fully taken into account in the development and delivery of services 4. Ensure that the Division/Department complies with Health and Safety legislation and other regulatory obligations, assessing risk and putting in place relevant control measures. Staff Management and other duties 1. Manage and motivate staff to provide high quality, customer-orientated services being a champion for Riverside Service Style 2. Provide direction and support to a team setting improvement targets, reviewing work outputs and appraising individual performance 3. To carry out the people management functions associated with managing and leading a team, and in accordance with Riverside s policies and procedures and statutory requirements 4. Participate in the work of the Business Planning & Analysis management team, encouraging innovation 5. Ensure equality of opportunity exists for all staff and co-ordinate the development of appropriate staff support and training opportunities for the Division 6. Deputise for other managers within the team when necessary. 3

4 7. 8. Undertake personal development and training as necessary to keep up to date with legal, political, financial and other developments in the fields of housing and customer service To ensure compliance with Riverside s Equality and Diversity policy, in respect of employment and service delivery. 9. Ensure that all data is compliant with legislation and policies relating to data quality 10 To actively promote Riverside locally. 11 Any other relevant duties as required by the designated manager. COMPETENCE FRAMEWORK WORKING TOGETHER Trustworthy and confidential in all matters and acts to influence and win over others rather than use authority. Responds positively to requests for information and willingly cooperates. Works cross functionally with other teams to discuss issues and actively makes time to listen to others, respecting their views and needs. Offers and accepts constructive advice and criticism and takes their share of responsibility when things go wrong. Understands how their own behaviour impacts on others and challenges unacceptable behaviour. Works effectively in a team participating, responding positively and putting extra effort into achieving team objectives. FOCUSING ON CUSTOMERS Actively builds an in-depth understanding of the customer, their issues and requirements. Anticipates customer needs and plans for it, recommending different and innovative approaches. Responds to the needs and feelings expressed by the customer whilst taking into consideration the needs of the organisation. Positively promotes, coaches and gives feedback to others using Riverside Service Style. Challenges behaviour that is not in line with excellent customer service goes beyond the requirements of the Customer Charter and develops partnerships GOING FOR IT AND STICKING WITH IT Trusts in their own judgement, makes decisions confidently and with hindsight are correct. Analysis data logically and plans work that takes into account peaks and troughs uses own initiative and adapts plans quickly to address changes in the environment. Perseveres even when task appears boring striving to achieve a quality outcome. Sets out and communicates clear objectives and milestones to all those involved and monitors achievement against plans. Consults others in the planning process to get the best workable plan. Is able to review own performance objectively and understands and uses a continuous improvement model RESPECTING EVERY INDIVIDUAL Has good time management skills which are efficient and effective and keeps to promises. Is always improving and developing themselves, puts learning into practice and actively learns from others. gives and receives feedback, instantly, constructively and without being defensive. Remains positive and maintains performance in the face of difficult situations. Takes time and consideration to understand diversity and treats everyone as an individual with objectivity and fairness COMMUNICATING POSITIVELY AND LISTENING TO UNDERSTAND Utilising Riverside Service Style delivers a clear message to employees, partners and senior management. When undertaking presentations ensures the design, approach and delivery are pitched to suit the audience. Uses listening skills to ensure that their colleagues and team are happy and motivated within their work. Deciphers information and ensures it is proactive in dealing with any potential crisis. Elicits clear understanding for an audience regardless of complexity of subject matter. Communication and listening skills inspires trust and loyalty from colleagues. Tests information and views with a variety of people including 4

5 those who may disagree. Information is reported on, it is well structured, grammatically correct, with good spelling and punctuation. MAXIMISING VALUE MINIMISING WASTE Challenges and reviews all management activities that are not VFM and demonstrates continuous improvement and challenges practices. Monitors financial information and provides notes on variances, inefficiencies and savings. Regularly identifies areas for savings and cost efficiencies and provides data for the wider group. Provides customers with a VFM service that ensures efficiencies are returned to the organisation. Procedures and processes are efficient and comply with Health and safety responsibilities. Recycle 80% of the time CHALLENGING THE CONVENTIONAL Improves performance by creating new ideas for the business that are unique and radically rethinks the way things are done. Generates lots of new and creative ideas and uses outside the box style of thinking LEADING OTHERS Uses the Corporate Plan to develop area business plans and sets objectives for their team. Embraces the organisations vision and values and ensures that their team understands how they contribute to achieve them. Actively works with their team and across functions to develop relationships. Inspires confidence in their ability as a leader within their team and the greater organisation. Effectively listens and communicates with every member of their team to ensure positive performance for the group. Can think of innovative ideas that can be applied strategically. Recognises and praises success. STAFFING RESPONSIBILITIES FINANCIAL RESPONSIBILITIES Business Planning & Analysis Supervisors (2) Date of Description November 2014 In accordance with Riverside s Delegated Authority policy. 5