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Page 8 of 18
London, Greater London (On-site)
£60,000 - £65,000 per year
Full-time
Permanent
Job description

We are currently looking for an Endowment Accountant and Business Partner to work with our busy and growing Finance team.

Key Responsibilities

Business partnership

  • Provide a full business partnering support to the Endowment business unit:
  • Build, maintain and develop effective relationships with members of the Endowment team and work closely with them to improve mutual knowledge and financial understanding.
  • Serve as a key partner to Endowment leadership, acting as a ‘critical friend’ by challenging assumptions and activities were necessary to ensure alignment of strategic and financial goals.
  • Develop the business partner role into one that is fully able to proactively support strategic decision making, provide forward-looking insight and analysis, deliver effective financial performance information, and support the development of a culture of value-for-money within the Endowment.


Accounting, reporting, budgeting and planning

  • Perform the accounting for the property and financial investing activities of the business unit, including property rental income and expenditure derived from third party managers’ reports.
  • Prepare regular financial reports, including P&L statements, balance sheets and cash flow statements which are tailored to both the Endowment’s and the wider organisation’s needs and aligned with their structures. 
  • Prepare regular short- and long-term cash flow forecasts, and support cash management within the endowment as well as across the wider group. 
  • Develop and track key performance indicators. 
  • Develop and produce effective dashboards and other reporting to provide insight and support decision making. 
  • Lead from a finance perspective the budgeting and forecasting processes for the Endowment, and support their integration into the wider organisation’s processes. 
  • Support the annual property valuation process. 


Data insight and integrity
 

  • Have a thorough understanding of the management, maintenance, flow and reconciliation of the financial data relating to the Endowment across multiple systems. 
  • Conduct rigorous analysis of financial data, trends, and performance metrics to derive insights and offer recommendations for informed decision-making. 
  • Use advanced financial modelling and analytics to produce actionable insights. 
  • Ensure the accuracy and integrity of financial data for the endowment portfolio.
     

Collaboration

  • Support the Endowment team with any new process, including working with other teams to ensure end-to-end financial integrity. 
  • Support investment processes by assisting with KYC and overseas tax forms. 
  • Collaborate effectively within the Finance team to enhance performance and ensure alignment with organisational objectives. 
  • Work with internal/external auditors and other stakeholders are required. 
  • Support governance processes by providing necessary financial information and analysis.

Skills, Knowledge and Expertise

Knowledge and qualifications 

  • Qualified or part-qualified accountant (e.g., ACCA, ACA, CIMA or equivalent) or qualified accounting technician (e.g. AAT) – desirable but not essential. 
  • Understanding of the accounting framework and financial challenges for the property and financial investment sectors. 
  • Strategic financial knowledge.

Experience

  • Demonstrable success in preparing management information related to property and investment activities.
  • Solid strategic financial acumen and commercial awareness. 
  • Established track record of cultivating successful business relationships and partnerships.

Skills and abilities 

  • Highly numerate with advanced Excel skills (essential, will be tested).  
  • Strong analytical, problem-solving and communication skills (essential). 
  • Advanced user of Access Financials, Access Analytics and Access Office Integration (desirable). 

Personal attributes
 

  • Self-starter, able to work under own initiative and organise own time to meet deadlines. 
  • Proactive in building and maintaining robust business relationships. 
  • Strong business sense, with an ability to see the bigger picture beyond the numbers. 
  • Deadline-oriented with the ability to manage multiple priorities. 
  • Strong organisational and time-management skills. 
  • Commitment to maintaining confidentiality and integrity in financial matters. 
  • Flexible, able to work with and contribute to the team. 
  • Attention to detail and accuracy.

Benefits

  • Up to 12% employer pension contributions
  • Annual personal development budget
  • Annual health and wellbeing personal allowance £200
  • Enhanced maternity, paternity, and parental leave pay accessible without length of service requirements.
  • Health and wellbeing programme that offers optional free yearly health check-ups.
  • Support for healthy eating via fruit bowls and onsite lunch facilities.
  • Agile working, flexible hours, and supportive IT kit.
  • Shower facilities and bike lock area.
  • Generous annual leave (27 days + bank holidays)
  • Subsidies for glasses
  • Employee Assistance Programme
Posted by
Guy's and St Thomas' Foundation View profile Organisation type Registered Charity Company size 21 - 50
Posted on: 19 November 2024
Closing date: 29 November 2024 at 14:51
Job ref: MDEBP
Tags: Finance,Accounting,Health / Medical

The client requests no contact from agencies or media sales.