Finance and Systems Analyst

 

 

Finance and Systems Analyst

This position description provides a general guide to the major accountabilities of this role. It is not a definitive list of duties that may be reasonably expected of the incumbent, and may vary from time to time.

Basic details

Position title:

 

Finance and Systems Analyst
Department:

 

Finance
Location:

 

Bournemouth.
Date:

 

January 2015

 

 

 

Reporting & peers

This role reports to:

 

Management Accountant
Other reporting relationships: This role would liaise with all other departments and London United IT Department
Key peers:

 

Assistant Management Accountant, Operational Supervisors
Positions reporting to this role:  Accounts Assistant/IT and Cash Office

 

 

Roles & responsibilities (1)

Purpose of this position:

 

  • The main purpose of this role is to analyse and develop the financial processes, systems and information needs of the business using Business Intelligence software and develop lean financial systems. You will contribute to implementation of change processes and new systems and controls.
Key objectives:

 

  • Support finance team through budgets, forecasts and year end
  • Provide financial analysis using business intelligence software

 

 

 

Roles & responsibilities (2)

Dimensions of role: Authority level – As per authority levels.

 

No. of employees – 2 direct reports
Profit (% and £) – Company budget. Control systems – Financial related

 

Roles & responsibilities (3)
Key responsibilities:

 

  1. Review, design and develop finance processes and ensure integration into existing systems
  2. Development of financial models to review areas of the profit and loss
  3. Analysis of financial data
  4. Manage the development of finance and Business Intelligence systems
  5. Assist with development of existing IT systems within the business to maximise their use and to improve quality and accuracy of reporting
  6. Responsibility for cash office and business banking
  7. Management of day to day IT and assessment of the merits of IT outsourcing to implement accordingly.
  8. Continually review and develop systems of internal control, undertaking internal audits to ensure integrity of data and consistency of output.
  9. Adhoc systems investigation and implementation

 

Limits of authority &
Freedom to act
Freedom to act in day to day within the guidelines set and agreed by the Financial Controller and Company Policy.

Financial Authority Level per company Schedule and Policy

Additional information

Capabilities

Qualifications: Relevant Accounting qualification or qualified by experience.
Competencies and Core Skills:

(Please read supporting Definitions and Descriptions)

 

     Competencies                                  Skills

  • Planning and Organising. Computer Literacy.
  • Decision Making. Project Management.
  • Customer Service. Budgetary Control.
  • Expertise  Problem Solving and Decision Making.
  • Influence and Impact. Meetings Management.
  • Teamwork. Communication Skills.
  • Attention to Detail.                       Interpersonal.
  • Leadership skills.                     Time Management.

Technical – strong analytical skills and attention to detail; able to work on own initiative and as part of a team; customer service/results orientated.

 

 

Knowledge and experience:

 

  • Proven background of working in a Finance environment
  • Previous experience of Business analysis/carrying out internal audits and financial accounting
  • Cognos/BI systems experience
  • Excellent analytical skills
  • Competency in using Microsoft applications
  • Desirable – previous Staff Management experience

 

General standards and expectations

Managers and professional staff:

 

As a professional member of staff within the company, you are required to meet a number of common standards of behaviour, accountabilities and outcomes. These include but are not limited to:

  • Ensuring your personal behaviour is consistent with company Values and the company Code of Conduct at all times.
  • Comprehensively familiarising yourself with, staying up to date with and ensuring compliance with all Company policies and procedures.
  • Ensuring compliance with all relevant legislation.
  • Maintaining and understanding the resources available within the RATPDev businesses and using them as appropriate.

Manage safety and risk

  • Ensuring all employees who report to you work safely.
  • Acting on hazards when they are reported, ensuring safety is integrated into planning and performance management processes, carrying out inspections and audits and implementing audit action plans.
  • Reinforcing correct safety behaviours, reporting all hazards and incidents and completing assigned actions.
  • Identifying and managing risk within your area of responsibility and ensuring that Company interests are protected at all times.

Manage Company business interests

  • Build and maintain excellent relationships with internal and/or external customers and delivering to their expectations.
  • Ensuring professional advice is sought where appropriate.
  • Maintaining an awareness and understanding of the environment in which the business operates and responding appropriately.
All employees:

 

 

As an employee of the Company, you are required to meet a number of common standards of behaviour, accountabilities and outcomes. These include but are not limited to:

  • Ensuring your personal behaviour is consistent with company values* and the company Code of Conduct at all times.

 

Work safely

  • Taking responsibility for your own safety and that of others.
  • Working safely and complying with all safe work practices.
  • Reporting all incidents, hazards and unsafe working conditions or behaviour you encounter to your manager. Completing any actions assigned to you from an audit action plan.
  • Complying with all Company health, safety and environmental protection policies and procedures that are relevant to your work.

 

Treat people fairly and with respect

  • Familiarising yourself with the Company’s Code of Conduct and other workplace policies and procedures and complying with them in the conduct of your duties.
  • Ensuring that you do not harass, victimise, discriminate against, vilify or bully any other employee or anyone else that you interact with in the course of your employment.

 

Support Company business

  • Carrying out your work in a conscientious and proficient manner.
  • Managing your own performance to ensure you meet the ongoing requirements of your role.
  • Maintaining excellent relationships with both internal and external customers.
  • Delivering prompt, accurate and efficient service.
  • Asking your manager if you are unsure of a course of action you are about to take.

 

Develop skills

  • Ensuring your personal skills are maintained and updated as required by discussing your development needs with your manager and taking appropriate actions.
  • Supporting the development of fellow employees who are learning new skills.

 

Company values – ASPIRE

To be an Admired and Successful business we are all proud to work for, which operates with Integrity and which treats everyone with Respect in the pursuit of Excellence.