Job Title:
Finance Manager
Responsible To:
Grade: EVH Grade 8
Date: June 2026
1. Objectives
The purpose of the role is to provide effective and efficient financial management. To lead and manage the Finance function, ensuring the effective delivery of financial services, strong financial governance, and compliance with statutory and regulatory requirements.
The Finance Manager reports to the Director of Finance and Corporate Services and plays a key role in delivering the Association’s financial strategy, contributing to corporate objectives, and ensuring the long-term financial sustainability of Linstone.
This role has oversight of Linstone’s budgets, expenditure, and financial reporting. The post holder manages, the finance team, providing day‑to‑day supervision and contributing to both operational and strategic financial work, ensuring the effective running of the finance function.
2. Key Responsibilities
2.1Financial Management
a. Ensure effective financial management and control of the Association’s resources.
b. Maintain accurate and timely financial records and reporting systems.
c. Prepare and present:
o Quarterly management accounts
o Financial covenant monitoring reports
o Annual statutory accounts
d. Plan and deliver the annual financial planning processes for approval by the Director of Finance and Corporate Services, including:
o Annual budgets
o 5-year financial plans
o 30-year business plan modelling
e. Deliver treasury management activities in line with policy.
f. Oversee payroll, pensions, VAT, and statutory returns.
g. Manage banking arrangements and cashflow.
h. Maintain and monitor the Fixed Asset Register.
i. Lead the annual rent-setting process.
j. Act as primary contact for auditors and manage year-end audit.
2.2 Leadership and staff Management
a) Provide operational leadership for the delivery of Linstone’s Finance function
b) Effectively plan and deliver performance and service delivery
c) Lead, manage and support the Finance Team to deliver excellence in their team and across the Association
d) Set clear, measurable objectives for the team and ensure it aligns with delivering Linstone’s Business Plan
e) Monitor staff performance and report performance through the Association’s reporting routes
f) Carry our regular 1:1s, appraisals and team meetings, ensuring strong communication and support for the team members
g) Promote a culture of training and development, ensuring training needs are met.
2.3Performance, Policy and Reporting
a. Ensure all financial activities are compliant with the statutory and regulatory requirements Linstone operates within
b. Prepare accurate reports and present these to the Director and to the Leadership Team as required
c. Develop effective procedures to meet policy requirements and those of the Finance Team, reviewing as required and reporting on progress.
d. Develop, review, and implement financial policies and procedures.
e. Ensure compliance with:
Financial regulations
Statutory accounting standards
Regulatory frameworks (e.g. SHR, OSCR, HMRC)
f. Present reports to Linstone’s Board and Committees as requested by the Director of Finance and Corporate Services
g. Understand the Notifiable Events policy and report any potential Notifiable event to the CEO and Leadership Team.
2.4Corporate Responsibilities
a. Provide financial advice and guidance to colleagues and managers, including support to budget holders.
b. Contribute to the development of the Business Plan and other key strategies from a financial perspective.
c. Ensure timely and accurate submission of statutory and regulatory returns.
d. Liaise with auditors, regulators, lenders, and external partners.
e. Provide operational cover within the Finance Team when necessary.
f. Promote high standards of customer service across the organisation.
2.5General
a) Carry out duties as requested by the Director of Finance and Corporate Services or the Leadership Team, as appropriate.
b) Attend occasional evening or Saturday meetings as requested to meet Linstone’s objectives.
3. Person Specification
3.1 Essential Criteria
Significant experience within a finance environment (Housing, Charity, Audit or similar).
Relevant professional accountancy qualification (e.g. ICAS, ACCA, CIMA, CIPFA) or equivalent experience.
• Experience of:
Management accounts, budgets, and financial planning
Statutory audit and regulatory reporting
VAT and financial compliance
Strong leadership and people management skills.
• Excellent communication and presentation skills.
• Highly numerate with strong analytical capability.
• Proficient in financial systems and Microsoft Office.
• Ability to work to deadlines and manage competing priorities.
3.2 Desirable Criteria
• Experience in social housing finance.
• Knowledge of treasury management and long-term financial planning.
Experience implementing financial systems.
• Understanding of charitable status implications.
Experience with Homemaster or similar systems.
4. Competencies
4.1 Leadership & Management
Demonstrate integrity and professionalism, and commitment to delivering Linstone’s values. Ability to build and develop high performing teams. Be selfmotivated and support staff to achieve objectives
4.2 Financial & Commercial Awareness
Demonstrates a strong understanding of financial drivers and risks. Ensure continuous knowledge of changes and development with sector and industry standards and can interpret and communicate complex financial information. Ability to support strategic decision making through financial insights
4.3 Communication and Influencing
Ability to communicate clearly to a wide range of stakeholders both financial and non-financial audiences. They offer insights to influence decision making at Management and Board level and they produce high quality written reports.
4.4 Planning & Organising
Ability to effectively plan and prioritise workloads, meeting deadlines and manage competing demands whilst ensuring accuracy and attention to detail.
4.5 Problem Solving & Decision Making
Able to use financial data and analyse it to inform decision making. Can identify issues early and implement solutions and take ownership of tasks whilst working collaboratively with others.
4.6 Governance and Compliance
Can keep up to date with industry standards and CPD. Demonstrating strong understanding of regulatory frameworks and ensure compliance with policies and controls. Able to advise on best practice in financial governance.