Budgetary Controller

Recruiter
Compton Care
Location
Wolverhampton, West Midlands
Salary
Band 7 £27,079 to £37,020
Posted
02 Aug 2018
Closes
13 Aug 2018
Contract Type
Full time

BUDGETARY CONTROLLER

Main Purpose of Job

  • To support the Head of Finance & Accounting in the effective delivery of the overall financial strategy for Compton Care.
  • To develop and deliver comprehensive internal audit services to monitor and test key financial controls and processes throughout the organisation.
  • To be responsible for the detailed review of the monthly company Profit & Loss Accounts (approximately 60 cost centres), Balance Sheets and Cash Flows for the three group companies along with production of the financial commentary.
  • To be responsible for the production of accurate, timely and high quality quarterly forecasts and annual budgets along with financial commentary.
  • To provide monthly income and expenditure variance analysis and reports plus ad-hoc requests.
  • To promote excellent customer service within the Finance Department

Main Responsibilities and Tasks

Financial Controls

  • Document financial systems and processes across the organisation identifying key controls
  • Maintenance of the Financial Issues Log reported to the Finance Committee
  • Collation and review of the monthly Balance Sheet reconciliations
  • Control over the restricted income process covering recording, documenting expenditure and quarterly reporting
  • Manage cash flow by tracking transactions and regularly reviewing internal reports and forecast and ensuring relevant funds are available for use at all times

Budgetary Control

  • Perform regular reviews of capital expenditure and monitor variances against budget and forecast, calculating the impact on the income and expenditure report and cash flow
  • Lead discussions with relevant budget-holders in relation to financial performance and actions required
  • Review and distribute the monthly cost centre accounts ensuring these are distributed to the relevant budget-holders in a timely manner with notes covering key variances or outstanding issues
  • Responsible for delivering and reporting on an expenditure request and approval process incorporating in-budget and out-of-budget business cases, aligned with the organisation’s Scheme of Delegation
  • Responsible for the production of accurate, timely and high quality quarterly forecasts and detailed annual budgets along with financial commentary
  • Review all financial plans and budgets regularly to look for cost reduction opportunities

Internal Audit

  • Management of a detailed annual internal audit plan which covers all areas to be tested and the frequency of this testing
  • Production of detailed audit testing programmes covering the key financial processes for each of the areas to be tested
  • The performance of internal audit testing on a one-off and cyclical basis
  • Documenting the results of the testing within a structured internal audit report recording any issues identified and recommendations for improvement
  • Discussion of the report with the key management personnel within the organisation and document actions coming out of the review
  • Monitor and reporting on the actions identified
  • Suggest updates and improvements for the accounting systems, payroll and other financial processes across the organisation
  • Provide support for ad-hoc reviews from the result of emerging issues or investigations

Other

  • Supporting the Accounts Financial Controller and Payroll Clerk with aspects of processing from time-to-time as required by the team
  • Carry out any other reasonable requests and duties as instructed by the Head of Finance & Accounting including:
  • Assistance with the preparation of the annual statutory accounts
  • Provision of information to the external auditors
  • Automation of current manual processes

Governance and Risk

  • Ensure that all staff for which the post holder has responsibility to participate in the development and implementation of clinical governance.
  • Promote and facilitate the development of clinical audit and the management of clinical risk including patients’ impact wherever possible and appropriate.
  • Responsible for ensuring that effective monitoring systems are in place to include areas such as recruitment, appraisal, CPD, clinical supervision, performance management and registration verification.
  • Investigate and implement lessons learned with regard to all complaints / incidents within section, ensuring that those are shared across the directorate as appropriate.

Smoking

 

  • Compton acknowledges its responsibility to provide a safe, smoke free environment, for its employees, service users and visitors. Smoking is therefore not permitted except in designated areas and in accordance with the guidelines set down within the No Smoking Policy.

Information Governance

  • Compton Care requires its staff to comply with Information Governance related standards and policies at all times when dealing with confidential information, which includes any information relating to the business of the organisation and its service users and employees.
  • All Compton Care employees are bound by a duty of confidentiality and must conduct their duties in line with the organisations Confidentiality Code of Practice, General Data Protection Regulation (2016/679 EU) (GDPR), will come into effect on 25 May 2018 throughout the EU and will replace the Data Protection Directive (95/46/EC), which is implemented in the UK through the Data Protection Act 1998.
  • New governing legislation for collecting and processing personal data in the EU and Freedom of information Act which all employees must adhere to as this a binding legislative act from the European Union for the protection of personal data.
  • Post-holders must maintain high standards of quality in corporate and clinical record keeping ensuring information is always recorded accurately and kept up to date. The post-holder must only access information, whether paper, electronic or in other media, which is authorised to them as part of their duties.
  • All Information obtained or held during the post-holder’s period of employment that relates to the business of the organisation and its service users and employees will remain the property of the Compton Care. Information may be subject to disclosure under legislation at the Organisation discretion and in line with national rules on exemption.
  • Any breach of confidentiality or computer misuse could lead to disciplinary action, and in serious cases could result in dismissal. Breaches after the post-holder’s employment has ended could result in the organisation taking legal action against them.
  • Post-holders must ensure that they are aware of their responsibilities by attending the Compton Care Mandatory Training and Induction programmes.
  • Your obligations of confidentiality shall not prevent you from raising genuine concerns about healthcare, or a belief that criminal conduct, breach of a legal obligation, health and safety breaches or damage to the environment has been, is being, or is likely to be committed, or any information tending to show any of the above has been, is being, or is likely to be, deliberately concealed.
  • This is provided that any such disclosure is made in good faith and in accordance with the provisions of the Public Interest Disclosure Act 1998 and the Compton's Whistle Blowing Policy.

Corporate communication to support the charity

Compton may require employees to support the organisations charitable activities.

• All charitable activities are managed by the Marketing and Fundraising departments, and there may be times when the organisation will require employees to participate in promotional or publicity activities.

Customer Care - Our Mission will be a leader defining palliative care excellence in the UK

The aim of the organisation is to provide patients and other service users with the best possible care and service, therefore all our staff are required at all times to put patient and our service user first and to do their utmost to meet their requests and needs courteously and efficiently. All staff to abide by Compton Care Values:

Excellence and Innovation

Respect and accountability

Community and partnership

Passion and determination

Compassion and empathy

 

Equality and Diversity

 

  • Compton’s committed to promoting equal opportunities to achieve equity of access, experience and outcomes, and recognising and valuing people’s differences. All employees have an obligation to help achieve this through personal example, open commitment and clear action.
  • Each individual will take responsibility for promoting inclusive and accessible service provision, employee development and a culture that values and respects difference.
  • All employees should be familiar with and actively promote and work within Equality and Diversity policies at all times ensuring that they do not unlawfully discriminate, either directly or indirectly, on the grounds of race or ethnicity, nationality, religion or belief, sex, marital or civil partnership status, sexual orientation, disability, gender reassignment, age, pregnancy/maternity or any other grounds.
  • We take our legal and moral obligations with respect to equal opportunities seriously and welcome dialogue with groups and individuals on ways in which our equal opportunities policies and practice can be enhanced.

 

Health and Safety

  • As an employee you have a responsibility to abide by all of the safety practices and codes provided by Compton Care and have an equal responsibility with management for maintaining safe working practices for the health and safety of yourself and others.
  • All employees must comply with the Compton Care Health & Safety Policy. All employees must attend Health & Safety training as required within their department or as directed by their line manager.
  • All employees must adhere to their duties under the Health and Safety at Work Act 1974 and other associated safety legislation. In addition, employees must comply with Compton’s policies relating to Health & Safety and Risk Management to secure a safe workplace and will draw management’s attention to any deficiencies and/or hazards, which might prove detrimental to themselves or others.

Risk Management:

 

  • All staff have a responsibility to report all clinical and non-clinical accidents or incidents promptly and, when requested, to co-operate with any investigation undertaken.

Infection Control

 

  • Staff will work to minimise any risk to clients, the public and other staff from Healthcare Associated Infection including MRSA and C difficile by ensuring they are compliant with the Health Act 2006 – Code of Practice For The Prevention and Control of Healthcare Associated Infections (They Hygiene Code); and by ensuring they are familiar with the Compton Care Infection Control Policies, located on the Intranet.
  • All employees must comply with the Compton Care Infection Control Policy. All employees must attend infection control training as required within their department or as directed by their line manager.
  • Compton is committed to reducing the risk of health care acquired infections. Accordingly it is essential that employees adhere to all infection control policies, procedures and protocols (to include hand decontamination, correct use of PPE (Personal Protective Equipment) and care and management of patients with communicable infections). Employees should participate in infection prevention initiatives and challenge infection prevention practices, reporting breaches using Compton's incident reporting system.

Job Design and Review

  • This job description may be subject to change in the future. Any proposed changes will normally be discussed fully with the post holder and confirmed with an updated job description.

 

Patient Experience and Public Involvement (PEPI)

  • Compton is committed to gaining feedback from all those that use services provided by Compton through a variety of methods.
  • Feedback is used to ensure that future services meet the needs of the patients and demonstrate continuous improvement.

 

Policies and Procedures Safeguarding

 

  • All employees have a responsibility to support the safety and well-being of children, young people and adults at risk of harm and to practice in accordance with legislation.
  • Knowledge, skills and competency are to be maintained according to role and responsibilities in order to fulfil safeguarding children and adults at risk responsibilities.
  • All employees are expected to comply with existing local Safeguarding policies and procedures, and Compton and Wolverhampton Safeguarding Children Board and Safeguarding Adults at Risk requirements.

Disclosure and Barring Service

  • There are some roles within the organisation that require enhanced DBS screening in order to be able to start work within the Organisation.
  • Where relevant to the role employees will be required to undertake this screening as part of the recruitment process and this will be updated on a regular basis whilst in employment.

Statutory and Mandatory Training

employees are required to complete any statutory or mandatory training as required by Compton or statutory auditing and regulatory bodies.

  • Employees also required to refresh training as required and undertake any additional training as part of being employed by the organisation.

Use of Information Technology

  • All employees are required to undertake duties and development related to computerised information management to meet the changing needs and priorities of Compton, as determined by your manager and in accordance with the grade of the post.

Person Specification

Education and Qualifications

Essential:

  • Educated to degree level or equivalent
  • Minimum of 4 years’ experience in a business or finance environment

Desirable:

  • Part or fully qualified ACCA, ICAEW, CIPFA, CIMA

Experience, knowledge and skills

Essential:

  • A high level of numeracy  and literacy
  • Experience of performing internal or external audit functions or undertaking systems reviews
  • Experience in writing financial reports and documenting processes
  • Ability to use Microsoft Excel (to advanced level) and Word
  • Ability to follow organisation policy and procedures
  • Ability to prioritise workload, manage multiple strands of work and work on own initiative
  • Ability to produce clear, concise and accurate written reports

Desirable:

  • Knowledge of the not-for-profit sector

Personal skills and attributes

Essential:

  • Strong interpersonal and communication skills
  • An out-going, professional and confident manner
  • Ability to work within in a team and promote excellent customer service