Finance Business Partner

Are you a finance professional looking for a broad-ranging role that also creates social value? We are looking for a Finance Business Partner who is able to support a portfolio of social enterprises and charities with all their financial management needs.

Working as part of our multi-skilled team of accountants, bookkeepers and finance directors, to provide a bespoke finance service to our amazing clients, you will ideally have a management accounting or business partner background and an accountancy qualification. Experience of working within the not-for-profit sector or service sector would be advantageous, as would good communication skills and the ability to work autonomously and problem-solve. Most importantly, we are looking for someone with a positive attitude who is willing to take on new challenges and learn new skills.

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Responsibilities:

• Delivering excellent financial reporting to help our clients make effective decisions
• Work with organisational stakeholders at all levels: board, leadership teams, budget holders, and all staff, to improve financial understanding
• Improving financial controls, systems and processes
• Preparation of monthly management accounts and cash flow forecast
• Financial projections and scenario modelling
• Financial analysis and business planning
• Lead and run the annual budget-setting process
• Working with budget holders to set and manage budgets
• Managing the balance sheet and ensuring control accounts are reconciled
• Project reporting and grant reporting
• Preparation of annual accounts in line with regulatory standards
• The ability to understand, challenge and support the decision-making of values-led organisations, where mission-led outcomes balance with financial goals.

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Skills:

• Ability to prioritise workload to meet deadlines
• Good communication skills, able to work with a broad range of clients and colleagues
• Ability to work autonomously and problem-solve
• Accountancy qualification
• Knowledge of what a strong financial controls environment should look like
• We are Xero partners and seek to be at the forefront of the digitalisation agenda
• Experience of cloud accounting and IT adaptability are both important
• Strong Microsoft Excel skills and experience of other Microsoft Office suite applications
• Ability to work with others to distribute tasks and delegate responsibilities as required
• Ability to coach and train others
• A positive attitude, willing to take on new challenges and learn new skills
• Leading and managing within the Adding Value Consultancy team, influencing how the business develops and grows.

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About us:

Adding Value Consultancy Ltd is a financial management consultancy and accountancy practice with a difference. Our purpose is to help the social economy to thrive, and we do this by providing our professional finance skills to charities, social enterprises, and other purpose-led organisations where social impact and environmental sustainability are as valued as financial success. We continue to see strong demand for our services and therefore we are looking to grow our team of 16 staff.

Our office is in the historic Bluecoat building in central Liverpool and we operate a hybrid model mixing working from home with collaboration time in the office. We pride ourselves on being an approachable and flexible employer that supports our collaborative team approach, focused on outputs and outcomes rather than inputs.