JOB DESCRIPTION

JOB TITLE:

Head of Finance

REPORTS TO:

Executive Director of Corporate Services

ACCOUNTABLE TO:

Executive Leadership Team

JOB SUMMARY

The  Head  of  Finance is  a  member of  the  Senior Leadership  Team,  playing  a  key  role  in
delivering both the strategic plan and the day-to-day operations of the Hospice.

The post holder will be expected to demonstrate full commitment to the vision and values
of Willowbrook Hospice. The role will be crucial in ensuring we are able to ‘Deliver the best
care, delivered with compassion for our community’.

The Head of Finance’s key priorities, in close collaboration with the Executive Leadership
Team, are to lead and support the strategic and annual financial planning processes, and
to prepare and analyse accurate and timely financial information for the Board of Trustees
and the Directors of the Trading Company, ensuring compliance with all external financial
reporting requirements.

 MAIN DUTIES

1.  To provide an effective  and accurate financial management and accountancy service
to  the  Executive  Leadership  Team,  Board  of  Trustees  and  Directors  of  the  Trading
Company.

2.  Prepare annual budgets and monitor performance on a monthly basis against plan by
the preparation and issue of monthly budget statements.  Make recommendations on
costing  assumptions  to  be  included  within  all  budgets.  For  example,  inflation  rates.

3.  Support the strategic direction of the business by leading on the preparation of 5 year
financial forecasts to support strategic planning and to  ensure the long term financial
viability of the business.

4.   Prepare  and  maintain  financial  accounts  in  a  timely  fashion  and  ensure  they  are

consistent with external financial reporting standards and requirements.

5.    Provide  monthly  financial  information  to  the  Executive  Leadership  Team,  Board  of

Trustees and Directors of the Trading Company.

6.  Prepare cash flow reports on a regular/quarterly basis and monitor cash requirements
and  advise  the  Board  of  Trustees,  Directors  of  the  Trading  Company  and  Executive
Leadership Team on the liquidity position of the business.

October 2025

7.    Provide  advice  on  all  financial  matters,  including  issues  arising  in  connection  with
charity legislation, to ensure that the business meets its legal financial obligations and

       complies will all external regulatory requirements.

8.  Liaise  with  H.M.  Revenue  and  Customs  and  VAT  consultants  regarding  records  and

payments and ensure compliance with all regulations.

9.  Ensure the provision of a monthly payroll service and ensure delivery of an accurate,

reliable and quality payroll service to all staff.

10. To  liaise  with all  regulatory external bodies  in  connection  with any  financial or charity
matters,  i.e.  auditors,  accountants,  bank,  solicitors,  Charity  Commission,  Companies
House, insurance company, pension advisors and others.

11.  Annual  completion  of  the  Charity  Commission  self-assessment,  ensuring  that  we

comply with best practice.

12.  Attend the meetings of the local networking groups as required.

13.  Review and monitor performance of the business’s investments and provide up to date
reports  to  the  Board  of  Trustees,  enabling  them  to  make  appropriate  investment
decisions.

14.  As part of financial reporting, complete regular analysis of all income and expenditure,
supporting  budget  holders  as  required  to  identify  areas  where  cost  savings  and
efficiencies can be made.

15.  Support in the preparation of business cases as necessary across the business.

16.  Support in the preparation of benchmarking information to assist in the determination

of opportunities to improve the organisation’s financial position.

17.  Support the business’s efforts to maximise income from all sources providing financial
information and attending committees and other forums as required to assist in this.

18.  Develop  and  maintain  an  asset  register  of  all  property  across  the  business.  Ensure

capital accounting policies are agreed annually by the Finance Committee.

19. Ensure appropriate financial procedures, financial governance and policies are in place
      across the business and ensure they are regularly reviewed and appropriate.

20. Ensure good systems of financial control and checks are in place for all assets.

21.To manage and support staff in the Finance Department, ensuring they have the right

knowledge and skills to carry out their duties effectively.

22. Ensure that all members of the leadership team (ELT and SLT) and the board have the
necessary knowledge and support regarding financial matters including the provision
of training if necessary.

23.  Attend  committees  and  key meetings   to  present  relevant  financial  information  at  the

request  of  the  Executive  Leadership  Team,  Board  of  Trustees  and  Directors  of  the
Trading Company.

October 2025

 PERFORMANCE STANDARDS

1.  Annual  income  and  expenditure  budgets  are  approved  annually  and  monitored

monthly.

2.  Management  Accounts  are  aimed  to  be  completed  within  10  working  days  of  month
end and available for the Executive Leadership Team, Board of Trustees and Directors
of the Trading Company.

3.  Regulatory requirements are met as and when they fall due.

4.  The provision of an accurate and reliable set of annual financial statements.

5.  Meet with statutory and external organisations in a timely and professional manner.

6.  Quarterly VAT returns, Annual Corporation Tax returns and other statutory returns are

submitted in a timely manner.

7.  With regard to financial records and reporting, to comply with and meet the standards

of the Care Quality Commission.

8.  Completion of all Charity Commission regulatory requirements.

9.  Ensure  that  we  have  robust  financial  systems  in  place  for  all  assets  and  liabilities

incorporating monthly reviews of creditors and debtors.

10.  Ensure financial information requirements of the Executive Leadership Team, Board of

Trustees and Directors of the Trading Company are met in a timely manner.

11. Ensure that the business has financial systems and processes in place that will comply

with regulatory requirements for healthcare services.

12.  Be  an  active  member  of  the  Senior  Leadership  Team  participating  in  all  relevant
meetings contributing where possible, to the achievement of business objectives.

13. To take rotational responsibility as Out of Hours Duty Manager, if required.

14. Provide advice, support and information to the Executive  Leadership Team; Board of
Trustees  and  Directors  of  the  Trading  Company  on  financial  matters  enabling  the
business to meet its objectives.

GENERAL DUTIES

1.  To liaise with Head of Human Resources to advise, where necessary, on all salary and

pension matters, keeping up to date with changing legislation.

2.  To  communicate  with  the  banks,  HMRC,  Department  of  Work  and  Pensions  and  all
other  relevant  external  bodies  regarding  all  pension,  tax  and  National  Insurance
issues.

3.  To liaise with all Senior Leadership team colleagues to ensure payroll data is accurate

and kept up to date.

October 2025

4.  To  liaise  with  the  Head  of  Fundraising  in  matters  relating  to  fundraising  income  and
expenditure and the fundraising and lottery database, ensuring that any information is
an accurate reflection of income and expenditure.

5.  To  liaise  with  the  Head  of  Retail  in  matters relating  to  the  trading  company’s  income
accurate.
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expenditure,

information

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6.  To  verify  that  insurance  cover  is  appropriate  and  adequate  for  the  various  business

functions and to ensure that it is kept up to date.

7.  To  ensure  that  there  is  compliance  across  the  business  with  financial  statutory

regulations and internal financial policies.

8.  Ensure  that  there  is  a  robust  information  governance  regime  across  all  financial

matters across the business.

9.  To  undertake  and  manage  the  annual  appraisal  process  for  the  Finance  Team,

identifying any training and development needs.

10.  Ensure that all members of the Finance Team attend mandatory and statutory training
       as required and that evaluations are undertaken to monitor effectiveness.

11. The post holder will adhere to all relevant legislation and policies of the business.

12.  Any other reasonable duties as directed by the Executive Leadership Team, the Board

of Trustees and Directors of the Trading Company.

CONFIDENTIALITY

Th Through the course of your employment you may become aware of information relating
to patients, volunteers and staff. All such information must be treated as confidential.

B

REVIEW OF THE JOB

This list of duties is not intended to be exhaustive, and the post holder will be expected
to be flexible in their approach to the role and it responsibilities.

It is likely that the role will evolve and change over time and this job description will be
reviewed and updated in consultation with the post holder.

The Hospice operates a no smoking policy on all its premises.

October 2025