Finance Director

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

As a senior leader within our multi-skilled team of accountants, bookkeepers and specialists, you will take responsibility in ensuring we provide a bespoke high-quality finance service to some of our amazing clients. 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, manage priorities, and problem-solve.

As you will be working across a portfolio of clients, you can expect a highly varied and challenging role that covers strategy and consultancy work, identifying and implementing operational improvements for systems, processes and financial controls, and ensuring a high-quality team operation across financial reporting and financial transactions.

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Responsibilities:

• Work with organisational stakeholders at all levels: board, leadership teams, budget holders, and all staff, to improve financial understanding and decision-making
• Delivering excellent financial reporting and timely ad-hoc financial reports to help our clients make effective decisions
• Delivering financial projections, scenario modelling, long-term financial planning and financial strategy advice to clients
• Support our clients with business planning for funding bids and investment opportunities
• Improving financial controls, systems and processes
• Oversee and review monthly management accounts and cash flow forecast
• Lead and run the annual budget-setting process
• Oversee and review the balance sheet and ensure control accounts are reconciled
• Preparation of annual accounts in line with regulatory standards, including the Charity SORP
• 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:

• Accountancy qualification and significant post-qualifying experience
• 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
• 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 responsibilitie
• 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.