FINANCE DIRECTORwww.cumbriafoundation.orgDovenby HallCockermouthCumbria, CA13 0PNRECRUITMENT PACKThis is a key senior role within the organisation working closely with the Chief Executive,Director of Programmes & Partnerships, Head of Grants Practice & Programmes, andDevelopment Manager, who together form the Senior Leadership Team.The Community Foundation is a successful and financially robust organisation with a highlymotivated team, board of trustees and grants committee volunteers. Together they haveenabled the Foundation to generate significant grant making capacity (£6.8m+ pa) and asignificant and growing endowment (£34m+) for the county. The Foundation has an ambitiousfive-year strategy which plans to build on a sustained period of growth and learning.INTRODUCTIONwww.cumbriafoundation.org2ABOUT USwww.cumbriafoundation.orgWhile Cumbria has many positive attributes, it also featuresgreat inequality, with many disadvantaged and isolatedcommunities, extreme child poverty, youth unemployment andassociated mental health issues. These needs are often unseenbut are very real.Cumbria Community Foundation is an independent charity that connects people who care with causes that matter. We exist to tackle poverty and disadvantageand to strengthen Cumbria’s communities by inspiring philanthropic giving and by making lifechanginggrants. Our aim is to change people’s lives for the better by helping local communities. We want Cumbria to be agreat place to live for everyone - a place where people work together to address disadvantage. We are one of Cumbria’s foremost grant makers with an annual grant distribution of circa £6.8m andendowed assets in excess of £34m. Donors trust our expertise to direct funds to those grassrootorganisations and initiatives that make a big difference to the lives of those in genuine need, reaching vitalprojects that might not otherwise survive.Since 1999, we have awarded £70m in grant aid and currently manage more than 100 grant making funds.We have funded over 4,000 organisations and 8,000 individuals.Our grant making priorities are:3• Improving Lives, with four priority areas:o Reducing Povertyo Reaching Potentialo Improving Healtho Tackling Social InequalityOur fundholders, donors and supporters benefit from our in-depth knowledge of Cumbrian communities andorganisations. We work with partners, funders and stakeholders to co-design programmatic approaches toaddress community needs and to secure additional funding. We have an aspiration to develop our expertise and knowledge to address health inequalities in Cumbriaand increase our grant making to deliver impactful, local solutions.• Strengthening Communities, with two priority areas:o Nurturing Sense of Placeo Acting on Climate ChangeJOB DESCRIPTIONwww.cumbriafoundation.orgJob Title: Employer: Reporting to: Responsible for: Hours: Salary: Location: Contract:Pension:Leave:Review: Working as part of the Foundation Management Team you will manage the organisation’s finances,operations and governance and support the Chief Executive and Trustees as necessary.  A hands-onposition that requires working knowledge of accounting disciplines such as, financial accounting,compliance reporting and budget preparation as well as systems development and improvement isessential. This role is supported by the Finance and HR Officer (30 hours/week) and the Finance Administrator(22.5 hours/week), who carry out the day-to-day finance administrative duties and produce themanagement accounts. In support of organisational resilience, candidates will have the ability to step inand support in these areas when needed.FINANCE DIRECTOR Cumbria Community FoundationChief Executive Responsible for: two staff members.30 to 37.5 hours per weekUp to £65,000 FTE depending on experienceOur office is based at Dovenby Hall (1st floor), Dovenby,Cockermouth, CA13 0PN. We operate both a flexible andhome working policy, which includes an ability to workpartially from home. This position is offered as a permanent contract.We offer the opportunity to join a pension scheme whichmakes a matching contribution of up to 7.5% of salary.26 days per year, plus bank holidays, plus two additionaldays at Christmas.This role has a six-month probationary period.MAIN PURPOSE OF ROLE4www.cumbriafoundation.org5MAIN TASKS & RESPONSIBILITIESManagement Duties Work with the Senior Leadership Team to develop and implement the Foundation’s BusinessPlan.Ensure the Foundation operates within agreed budgets.Member of the Senior Leadership Team.Responsibility for the development of and continuous improvement to financial systems to ensurethat all staff, volunteers and projects are fully supported, and that the Foundation can remaineffective and efficient. Ensuring that the financial systems meet the requirements of data protection and other relevantlegislation. Providing staff and senior management with advice, support and training in financial matters. Attend any meetings as necessary and participate as a member of the Senior Leadership Team. Keep abreast of developments across the charity sector by liaising with senior staff in othercharities. Where appropriate, attend external seminars and workshops on behalf of theFoundation.Performance management, development and training of the staff under the post’s supervision.  www.cumbriafoundation.orgOffice and Information Systems Have overall responsibility for the CRM database [under review].Be responsible for the IT systems.Be responsible for the effective provision of officeequipment (telephone, photocopier, printers etc).6Financial Duties Developing and maintaining effective financial systems which meet the needs of the Foundation (and itssubsidiary companies and charities). Preparation of year-end accounts, this includes drafting the Trustees’ annual report.Act as Company Secretary responsible for the completion and submission of due returns to CompaniesHouse and to the Charity Commission.  Preparing the annual budget forecast, liaising with budget holders to ensure that it is prepared in atimely and accurate manner.Internal management of the Foundation’s investment funds, supporting the Chief Executive andInvestment Committee in managing the relationship with the Foundation’s investment managers.Manage the outsourced payroll provision effectively.Assist the organisation’s external advisors to undertake the annual audit.www.cumbriafoundation.org7Governance• Attend Senior Leadership Team meetings.• Support and participate in meetings concerned with the governance of the Foundation, Trusts of which it is acorporate trustee and Cumbria Special Events Company.  This includes the following although this is not anexhaustive list: Trustees’ Meetings, Finance & Management Committee Meetings, and Investment CommitteeMeetings. This will entail preparing agendas, attending and minuting meetings.• Participate in the Business Planning process.• Be responsible for the collation and submission of documentation in relation to the UKCF QualityAccreditation process which is renewed every 3-4 years. Information Systems • Manage the Foundation’s information systems and CRM system.• Be the data controller and have responsibility for data security and GDPR compliance. ValuesSupport the team values of the Foundation.Continuous Personal DevelopmentWork with the Chief Executive to identify areas for further training and development, undertaking relevantcourses and qualifications as required.Health and SafetyThe post holder is required to carry out the duties in accordance with the Foundation’s Health and Safetypolicies and procedures.DiversityThe post holder is required to have due regard to equal opportunities at all times, and to work in a fair andreasonable manner towards all people, ensuring service standards are maintained for all cultures.QualityTo support the Foundation in striving to create a culture with total commitment to quality.www.cumbriafoundation.orgEssentialPERSONSPECIFICATIONSKILLS & ABILITIESAbilities and skills gained whileworking in a Finance department.Ability to work under own initiativeto broad agreed guidelines.Excellent communication skills andthe ability to work across all levels ofthe organisation.Excellent organisational and timemanagement skills with the ability tomanage a heavy workload and dealwith competing priorities.Proven oral communication skills.Flexible and adaptable approach toworking hours and job tasks.DesirableAbility to explain financial processesand systems to non-financecolleagues.8www.cumbriafoundation.orgEssentialEDUCATIONACA/ACMA/ACCA qualified.An excellent knowledge of financialand office systems.Computer literate (Sage, Word,Excel).Understanding of the importance ofcustomer service and teamwork inpromoting the good image of theorganisation.DesirableEssentialEXPERIENCE & KNOWLEDGEHigh level administrative and/orpersonal assistant.Experience of information gathering,researching, and analysing writtenand numerical information. Experience of working withconfidential material.Experience of working in a multistakeholder environment and able towork with a wide range of partnerswith differing priorities andbackgrounds.Experience working within the financesector.Experienced gained as part of adegree or professionally accreditedqualification in a Finance or Businessrelated subject.Experience of managing budgets.DesirableFinance or Business related degree.Knowledge of the charitable sectors.Supervisory experience.Experience of charitableorganisations.Experience of working in a highlypoliticised environment and workingwith a wide range of partners withdiffering priorities.Interest in AI.First degree or higher degree inappropriate subject.Recognised IT /CRM qualification.9www.cumbriafoundation.orgDesirableEssentialANY OTHER REQUIREMENTSAbility to represent the businessthroughout Cumbria and if required,the UK. Ability to cope with the challengesassociated with the role.EssentialPERSONAL ATTRIBUTESPassion and understanding for theFoundation, its mission and values.10Capable, flexible, motivated and anexperienced organiser with attentionto detail.Hard working, motivated andconfident.Driven and ambitious with a flexibilityand willingness to take onresponsibilities and challenges withvigour.A quick learner with an openness tonew ideas.Team player.Enthusiastic and approachable.Resilient and calm under pressure.Tactful, diplomatic and assertivewhen dealing with challengingsituations.Flexible working hours with remote working.26 days per year holiday, plus bank holidays, plus two additional days atChristmas.Health Care Assistance Plan with employee benefits.Pension contributions of up to 7.5% of salary.Commitment to personal training and development.www.cumbriafoundation.orgEMPLOYEE BENEFITS PACKAGE 11www.cumbriafoundation.orgWE LOOK FORWARD TO HEARING FROM YOUMORE INFORMATIONFor an informal discussion about the role, contact Heidi Wright on 01228 472351. To apply,please send a CV and brief covering email to heidi@heidiwrightrecruitment.co.uk or apply here.Interviews will take place in person on the first floor of CCF’s offices. Reasonable adjustmentswill be made where required. Cumbria Community Foundation is a charitable company limited by guarantee. Registered in England andWales. Charity Registration No: 1075120. Company Registration No: 0371332812Professional and personal references will be required prior to appointment. Proof of right to work in the UK will be required.Continuous Personal DevelopmentWork with the Director of Programmes &Partnerships to identify areas for furthertraining and development, undertakingrelevant courses and qualifications as required.Health and SafetyThe post holder is required to carry out theduties in accordance with the Foundation’sHealth and Safety policies and procedures.SafeguardingThe post holder is required to carry out theduties in accordance with the Foundation’sSafeguarding policy and procedures. A basicDBS check is a requirement of this role.DiversityThe post holder is required to have dueregard to equal opportunities at all times, andto work in a fair and reasonable mannertowards all people, ensuring service standardsare maintained for all.QualityTo support the Foundation in striving tocreate a culture with total commitment toquality. www.cumbriafoundation.orgADDITIONAL REQUIREMENTS11