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Finance Director

Baird And Co Recruitment Ltd



£72500 - £77500/annum


Posted: 11/06/2024

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Baird and Co Recruitment, a specialist Social Housing recruitment firm, have been retained by The Yardley Great Trust Group and Sir Josiah Mason Trust in their acquisition of a Finance Director.

The role will work across both businesses following their partnership agreement in January 2023. Both businesses are steeped in the history of Birmingham, with the origins of The Yardley Great Trust Group going back to the 14th Century and SJMT’s beginnings in 1868. Their work in the Alms House arena is also highly individual, an area of support found in the heritage of SJMT.

The Finance Director role would ideally start swiftly and will take on a largely strategic direction whilst still requiring operational input.

Based in Olton, candidates with experience in a senior leadership role in finance whilst holding an understanding of how charities, housing providers or public sector organisations work will be highly advantageous.

The Finance Director post will cover many facets including, but not limited to:

Executive Leadership

* Working with the executive team to develop and manage the delivery of robust corporate, strategic and financial business plans

* Demonstrating positive leadership behaviours and bringing values to life within the organisational culture

* Effectively planning and providing for the resources required to action strategic and operational plans

* Undertaking quarterly reviews of the Charity's Risk Registers, reporting on major risks and mitigations at each Board meeting.

Financial Strategy and Control

* Leading on the delivery of strategic and annual financial business plans, ensuring viability is regularly tested through scenario modelling, appraisals, and stress tests

* Taking responsibility for annual budget and management accounts processes and preparation of statutory accounts

* Maintaining up-to-date reserves policies that meet the requirements of both the Charity SORP and RSL SORP

* Managing relationships with investment managers, ensuring regular review of performance and satisfaction

* Developing and maintaining effective systems of financial control that ensure that business plans are continually reviewed and reported on

* Maintaining overall responsibility for the computerised accounting system, including sales ledger, purchase ledger, cash book and nominal ledger


* Being responsible for each Trust’s Treasury Management strategy and policy to ensure the availability of and flexibility of funding to support the achievement of strategic objectives and reduce exposure

Risk Management

* Leading on the development of risk management strategies and registers, audit frameworks, procedures and appraisal systems for capital projects and all other significant areas of risk.

Growth and Innovation

* To support the Chief Executive in the development of the Strategic Business Plans in a way that supports innovation and growth in services


* Leading on the development and delivery of an effective ICT and Telecoms Strategy which supports mobile and agile working and customer relationship management that underpins our drive for excellent business

* Supporting with the development, implementation and review of an effective People Strategy which supports the vision and values of each Trust

* Reviewing the administration of all statutory returns and sector-relevant returns/surveys

* Leading on the annual remuneration review to approve or decline and make recommendations for salary increases

* Taking responsibility for the outsourced payroll and workplace pension scheme

* Overseeing the relationship with the outsourced IT support provider, ensuring optimal support to staff and monitoring performance against contract

* Working with and developing the use of financial accounting software to meet the operational and strategic development needs of the business

To secure the Finance Director post, the Trusts are seeking the below:

* Proven experience at a senior leadership level in a finance environment

* Experience preparing financial business plans, modelling scenarios and sensitivity analysis

* A track record of delivering on a range of other corporate support services such as IT or HR and Governance

* A relevant Professional Qualification i.e. CCAB or equivalent and membership of a recognised UK body desirable

* Up-to-date knowledge of all regulatory requirements including Finance, People, IT & Governance

* Experience developing services to achieve and support strategic organisational objectives.

If interested or want to discuss other Social Housing Executive roles please get in touch with Matt Baird

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