Download R R ole Profile Role Title: FINANCIAL REPORTING MANAGER

Role Profile
Role Title:
Grade:
Reporting To:
Role Purpose:
Key Accountabilities
 Staff Management and
Development
 Provide a
Management
accounting service
 Annual Budget
 Financial Accounting
 Strive to continuously
improve services to
customers.
FINANCIAL REPORTING MANAGER
G
GROUP FINANCIAL CONTROLLER
To manage the production of the monthly Management Accounts the annual
budget and the year end financial statements for specified companies within
the Genesis Group and provide a support service to the Senior Management
Team and other staff within those subsidiaries.
Key Elements
 To manage a team of up to 6 qualified and part qualified accountants or
trainees, ensuring that a comprehensive management accounting service
is provided.
 To undertake the full range of managerial responsibilities, including
recruitment, role training, disciplinary, one to one supervision, attendance
competency measurement and appraisal.
 To introduce a culture of continuous improvement, empowerment and
responsible delegation to all levels of staff
 Production of good quality, user focused management accounts each
month within the deadlines required by the timetable. This must include the
I&E, balance sheet, cash flow forecast and variance analysis to highlight
areas of concern to the SMT.
 Presentation of management accounts to meetings as required, including
to the SMT, Exec and the Board.
 Ensure consistency of report formats across the management accounts
teams to aid Group consolidation
 Production of budgetary control reports at a level agreed with the SMT.
Each area to be reviewed with budget managers on at least a quarterly
basis.
 Provide timely, good quality information to the team reviewing service
charge position, make adjustments where required and ensure that
surplus/deficits are accurately accounted for in the management accounts.
 Work with the other teams within finance such as the development finance
team and treasury team to ensure that the development programme and
treasury balances are accurately reflected in the management accounts.
 Perform the year end reforecast with support from operational managers
and provide the information required for the consolidated reforecast within
agreed timescales.
 Ensure that the budget is produced within the parameters set by the
Corporate Planning team ensuring long and short term financial goals are
being addressed.
 Work with the operational management to ensure that the budget and the
process has buy in from the SMT. Ensure final budgets are signed off by
operational managers.
 Analyse the budgets produced and write commentaries and reports as
required.
 Present the draft budgets to the appropriate internal meetings, SMT,
Board and sub-committee meetings.
 Produce the budgets for circulation in the authorised format (including I&E,
B/S and cashflow)
 Reconcile subsidiary management accounts to financial accounts
 Provide adequate supporting documentation for notes to the accounts to
the Financial Accountant and assist with the preparation of the audit file.
 Ensure that all reconciliations which fall under the responsibility of the
team are prepared by team members in accordance with the timetable and
are properly reviewed including exploring and resolving reconciling items
 Communication with external auditors and provision of information
requested.
 Attendance at, and contribution to Operational team meetings, meetings
with external parties, Board meetings and Board away days as required,
including preparing and presenting papers and providing financial support
 Ensuring all financial information contained within papers produced by
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 Ensure that
departmental
computer and manual
based information
systems are
appropriate and
maintained
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colleagues outside finance has been checked by an appropriate member
of the Finance Department.
Acting as main point of contact for subsidiary for any financial issues.
Taking ownership of issues and seeing them through to resolution.
Contribute to team, departmental, and inter-departmental working groups
Develop constructive relationships with budget holders ensuring
awareness of their responsibilities under delegated authorities and
budgetary framework.
Providing training sessions and guidance to non-finance staff.
Working with system support to ensure that the financial system is
operating effectively and to suggest process improvements. Ensure that
systems reflect current best practice
Ensuring that written policies and procedures exist for all areas of work
and then these are updated on a regular basis.
Dimensions
Financial
Non-financial
 Responsible for all financial information
 Management responsibility for up to 6 members of
staff
 Management team budget
Contacts - external / internal
 Contacts throughout the organisation dealing with potentially complex and/or contentious matters,
potentially resulting in changes to procedures and processes.
 Responsible for ensuring service delivery to management team for all aspects of finance
 Liaison with subsidiary staff, senior managers, Directors and Committee members
 Representing the Finance Department at meetings with external bodies such as the TSA, HCA, joint
venture partners, Local Authorities etc, as required.
 Working with Internal and External Audit
Decision Making - authority / mandates / constraints
 Will be required to review financial policies and procedures, ensuring management accounting
information provided is of the highest integrity.
 Decisions associated with the budget setting process.
 Decisions associated with the management of staff
 Provision of an effective management accountancy service to departments
Context / Other Factors
 The postholder will be required to attend evening meetings.
 The postholder will be required to spend approximately 2 days per week at the subsidiary offices and
will be required to travel to all Group offices for meetings
Role related knowledge, skills and experience at entry (Progression in Role - Entry Level)
 Fully qualified accountant with appropriate accountancy body.
 Ideally have post qualifying work experience in a complex financial environment.
 Experienced in the use of IT to advanced level including complex Excel spreadsheets and experience
of using Word to produce reports
 Experience in the management of staff including performing recruitment interviews, appraisals and
1:1s.
 Experience in dealing with Auditors to achieve satisfactory outcomes
 Range of experience in the use of Finance Accounting systems and an understanding of their full
potential use
 Ability and confidence to represent the organisation outside Genesis, particularly supporting colleagues
in negotiations with Local Authority and NHS clients
 Experience in managing and co-ordinating a finance service to operational managers
 Experience of presenting financial information to a senior audience such as Executive Team and
Board.
Note: All Genesis employees are expected to be flexible in undertaking the duties and
responsibilities attached to their role and may be asked to perform other duties, which
reasonably correspond to the general character of their role and their level of responsibility.