Head of Finance and Business Support
Part of the Executive Team and reporting directly to the Chief Executive. You will also have a close working relationship with DRC’s Treasurer. The role is currently responsible for 3 other team membe
Job Title
Head of Finance and Business Support
Reporting To:
Chief Executive
Contract Type:
Permanent
Location:
Primarily DRC’s premises with occasional home working permitted and occasional travel to other external venues
Salary:
Scale Points 39-50 Currently £48,051 - £59,686
Working Hours
FTE 36.5 hours per week
PURPOSE OF THE ROLE:
The Head of Finance and Business Support is responsible for:
- Leading and managing DRC’s finance function, ensuring robust governance and financial controls.
- Overseeing departmental financial functions including budgeting, payroll, statutory accounts, and service delivery to meet internal and external deadlines.
- Collaborating with the Executive Team and Board to shape financial strategy and ensure effective reporting for strategic planning and risk management.
- Supporting budget holders with expert financial guidance, ensuring operational decisions reflect accurate financial implications.
- Leading and developing the Finance Team, including recruitment, training, and performance management.
- Acting as a financial subject matter expert, leading training on systems and data analysis, while promoting the use of AI tools and Microsoft 365 in line with DRC’s approved AI policy to enhance efficiency and insight.
MAIN RESPONSBILITIES:
Accounting
- To maintain with the finance team, the financial records of DRC ensuring that these are up to date at all times.
- To ensure the preparation and review of all key financial reconciliations and controls, ensuring reconciling items are investigated and resolved.
- Ensure the accounting policies of DRC are applied consistently and ensure they are reviewed annually before the end of the financial year to ensure they are up to date - work with external auditors on this.
- Production of timely and accurate monthly management accounts for the Executive Team and the Board including Income & Expenditure, Balance Sheet and variance analysis.
- Preparation of the year end schedules for the statutory accounts.
- Ensure a successful annual audit process, co-ordinating with the auditors and managing their information requirements.
Budgeting and Forecasting
- Prepare the annual budget through consultation with colleagues and stakeholders, ensuring the budget provides a sound platform for the management of the services and activities of DRC.
- To maintain cash flow forecasts for a period of at least twelve months ahead and to report on liquidity and reserves and their compliance with DRC’s reserves policy.
- Advise on matters of financial strategy and on the consequences of proposed commercial and other business decisions.
- Ensure the organisation’s Strategic Plan and business plans are under-pinned by sound financial analysis.
Treasury Management and Credit Control
- Management of the Charity’s bank accounts ensuring that surplus funds are invested in accordance with our investment strategy.
- To maintain the bank mandates in accordance Board approvals
- Ensuring good debtor and supplier management to support the effective control of working capital.
- Plan and evaluate future funding requirements and development opportunities; supporting the Executive Team in the analysis and submission of funding applications and tender bids ensuring robust financial modelling and full cost recovery is achieved wherever possible.
- Ensure sales invoices are correctly raised for the recovery of income and that effective credit control is carried out by the finance team.
- Ensure liabilities and creditors are correctly recorded and reconciled and that payment processes are efficient and in compliance with the financial regulations of DRC.
Payroll and other HMRC Tax Compliance
- Manage the external payroll provider to ensure their services meet the requirements of DRC and that all statutory obligations are fully complied with.
- To co-ordinate the monthly payroll production with the HR & Regulatory Compliance Manager, ensuring all changes to standing and variable data are processed through the payroll portal in accordance with the payroll deadlines agreed with the external payroll provider.
- Oversee Gift Aid claims, Corporation Tax compliance, VAT reviews, and assess the financial impact of irrecoverable VAT to ensure tax efficiency and regulatory adherence.
- Ensure sales invoices are correctly raised for the recovery of income and that effective credit control is carried out by the finance team in accordance with an Income Recognition Accounting Policy.
Compliance, Risk Management and VFM
- Ensure compliance with statutory financial obligations to HMRC, Charity Commission, Companies House and DRC’s funders and commissioners and that all returns are submitted on time.
- Ensure GDPR and Data Protection Act compliance across financial systems, CRM platforms, and business operations, promoting secure data handling and risk mitigation.
- Ensure all financial risks are identified, communicated, and managed in line with DRC’s Risk Management Framework to enable the achievement of our strategic goals.
- Lead, manage and regularly review audit, payroll, pensions, insurance, utility and business support contracts and recommend re-procurements to the Chief Executive.
- Maintain and update the financial procedures and financial regulations of DRC ensuring full compliance.
- Ensure DRC is fully and properly insured.
Tendering and Project Reporting
- Provide timely financial input for the development of funding bids and reports to funders.
- Provide financial information and analysis to support the services/operations function of the Charity in its work with commissioners, funders and other stakeholders, including assessing the financial feasibility of potential new projects.
- Support and advise budget holders in matters relating to the financial management of their services and programmes and ensure they are fully involved in decisions that impact their income and expenditure.
- Produce accurate and timely financial claims and returns for commissioners and funders working with budget holders and obtaining sign off prior to submission.
Financial systems and IT
- Oversee the effective functioning of the DRC’s IT, Telephony, and associated support contracts, including the effective management of outsourced providers.
- Manage the Business Support Team to provide administrative and maintenance support of DRC’s CRM system and induction/refresher training and guidance manuals for staff in the use of the system.
- Ensure the Charity’s continued compliance against the Cyber Essentials quality standard working with our outsourced IT provider.
- Collaborate with HR to map system interconnectivity, ensuring efficient data flow, role-based access, and integration across platforms; embed BDRC’s Schedule of Delegated Authorities (SODA) in all authorization processes.
- Ensure the Sage accounting software is up to date, users are onboarded and offboarded in a timely manner and any ownership of Suppliers or Customers are delegated to other members of the organisation as appropriate.
- Ensure all financial records are digitalised to remove paper, promote electronic workflows and reside inside the Sage financial system.
- Manage DRC’s finance systems ensuring they are developed, upgraded and automated wherever possible to facilitate timely financial reporting, analysis, effective planning and internal controls.
Facilities Management and Business Support
- Oversee the management of DRC’s premises, Health and Wellbeing Centre and its associated services, including cleaning arrangements.
- Ensure effective health and safety arrangements and safe systems of work are in place and regularly tested.
- Ensure value for money in the maintenance and servicing of associated contracts.
- Ensure equipment and other facilities are properly maintained.
- Oversee the management of the Charity’s centralised stationery, IT and other purchasing processes ensuring value for money is maximised.
- Ensure effective petty cash arrangements are maintained.
LEADERSHIP DUTIES:
- Report directly to the Chief Executive and Finance & Risk Sub-Committee and liaise with the Treasurer and Chair, as appropriate, to deliver a high standard of financial management. Provide briefings and reports to the Board of Directors and Sub-Committees attending meetings as required.
- Serve as a fully active member of the Executive Team, supporting the Chief Executive in developing and delivering the organisational strategic objectives.
- Working as part of the Executive Team, develop, maintain, monitor, and report on financial and other performance, budgets, forecasts and KPIs.
- Deputise when the Chief Executive is away or as appropriate on various responsibilities.
- Act as an authorised signatory and bank signatory.
- Ensure financial systems and processes are fully integrated across DRC.
- Produce reports (including contributing towards our annual report), proposals, presentations, and associated documents for internal and external audiences, including Trustees.
- Undertake additional responsibilities as required to support organisational goals.
GENERAL:
- Be a role model, leading by example in practising the Values of DRC to achieve our Vision and Mission.
- Play an active and supportive role within the organisation.
- Take ownership of all administrative aspects of the role.
- Maintain strict confidentiality in relation to work undertaken and ensure all confidentiality materials are stored according to DRC’s Data Protection and Data Security Policies.
- Treat all staff, volunteers, and clients fairly and without prejudice, in line with DRC’s Equality, Diversity and Inclusion policy and adhere to all DRC policies and procedures.
- Be adept in employing the correct procedures for dealing with any safeguarding incidents or concerns in line with DRC’s Safeguarding policies.
- Maintain personal and professional development to meet the changing demands of the job, participate in appropriate training activities and encourage and support staff in their development and training.
- Occasional evening and weekend work may be required in line with needs of DRC and the team.
- This post will require the postholder to work with vulnerable adults. An enhanced DBS disclosure check with therefore be required.
Description
Essential
Desirable
Qualifications
Qualified accountant with one of the following professional accountancy bodies: ACCA, CIMA, ACA, CIPFA, MAAT, CCAB
x
Experience
Experience of strategically leading a finance function in a Charity, medium sized social or commercial enterprise.
x
Proven track record in all aspects of financial operations and management including payroll and pensions administration.
x
Experience of working across business models – grants/contracts/charged for services
x
Experience of pricing/budgeting for quotations, funding applications and tender bids.
x
Experience of preparing financial claims and returns for funders and/or investors.
x
Proven track record of preparing year end accounts and of overseeing annual audit processes.
x
Experience of leading and developing teams
x
Experience of working with Boards and presenting financial information to non-financial stakeholders.
x
Knowledge
Fully conversant with accounting procedures legislation including Charity and Company statutory reporting requirements
x
Well-developed financial, commercial, and business acumen.
x
Understanding of charity SORP and fund accounting
x
Knowledge of financial planning, forecasting and analysis techniques
x
Knowledge and understanding of long-term strategic business planning and corporate risk management.
x
Alignment with equality, diversity, and inclusion best practice.
x
Knowledge of disability equality and issues affecting disabled people.
x
Skills
Highly developed leadership and inter-personal skills with the ability to attract, build, motivate, and retain high performing team.
x
Excellent numerical and financial skills including financial modelling, management accounts, manging audits and implementing professional and proper application for financial controls.
x
Excellent understanding and working knowledge of IT systems including computerised accounts and payroll packages.
Well-developed IT skills for using Microsoft Office package.
x
Analytic and decisive decision-making skills with the ability to prioritise and communicate to staff key objectives and tactics necessary to achieve organisational goals.
x
Ability to understand information derived from complex reports and tender bid documentation.
x
Capable of hands-on problem solving and ability to generate ideas and solutions.
x
Ability to translate complex financial information into accessible formats for diverse audiences.
x
Excellent written and verbal communication skills including personal presentation.
x
Personal Qualities
A positive and determined approach to generating income for the organisation.
x
Highly organised with an ability to manage a complex and diverse workload; cope with competing demands and meet deadlines.
x
High levels of integrity combined with strong commitment to good governance
x
Approachable, enthusiastic with a professional and positive attitude when dealing with people.
x
Alignment with DRC’s values to achieve our Vision, Mission, and strategic goals.
x
Ability to respond to change at short notice and demonstrate a flexible attitude.
x
Ability to be self-motivated and capable of working independently and taking responsibility.
x
Other
Ability to be mobile and to travel to various locations as required.
x
Adherence to all policies and procedures of the organisation.
x
- Department
- Corporate Services
- Locations
- DRC Information Health and Wellbeing Centre
- Remote status
- Hybrid
- Yearly salary
- £48,051 - £59,686
- Employment type
- Full-time
Supported Employability Specialist
Job Title
Supported Employability Specialist
Reporting To:
Programme Manager – Work Well / East Birmingham Locality Jobs and Skills Hub
Contract Type:
Fixed term up to 31.03.26 with option to extend subject to continuation of funding
Location:
From DRC's premises, the East Birmingham Jobs and Skills Hub and other community venues
Salary:
NJC Scale Point 12 Currently £27,336.53
Working Hours
36.5 hours per week
JOB OUTLINE:
Under the direction of the Programme Manager – to effectively deliver a Supported Employment programme aligned to the Supported Employment Quality Framework standard for inactive & unemployed residents within targeted wards in the East of Birmingham.
You will be working on a life-changing Government-backed programme helping economically inactive 18–25-year-old unemployed individuals gain employment. The Programme will support that individual to keep their job whilst in work. This role will include Employer liaison, Vacancy generation, Employment Profiling, job matching and job carving. You will engage with beneficiaries and employers and work with them on a one-to-one basis to deliver the supported Employment Service
MAIN RESPONSIBILITIES:
- To target the recruitment of eligible clients
- To target the recruitment of eligible employers
- To carry out teaching and learning activities required to progress clients to further learning and/or employment.
- To provide 1 to 1 support for beneficiaries and businesses to achieve employment targets assessment, action planning, milestones, and target setting.
- Develop links with further learning providers to establish pathways for clients into enhanced learning that will support both entry into and retention in employment.
- To assist the programme manager in the development of the Service in delivering opportunities for employment.
- Develop direct links with employers and employer agencies to access job opportunities, traineeships, and apprenticeships for the beneficiaries, for example, local colleges, training providers and external employment services such as available Apprenticeship Schemes, National Careers Service, Careers IAG, Employer Pathways, Adult Education and Skills Training.
- To create client files that evidence entry information, learning progress, achievement (inc. certificates, letters of appointment) and exit information.
- To support clients to access a range of services and activities that will keep them in work including programmes that improve health and wellbeing.
- To assist those clients in job search; to provide intensive job support when required, to arrange work/learning tasters, volunteer/work experience placements and to refer clients on as appropriate for further support for training and/or development opportunities.
- To adhere to administrative and data capture protocols which record and review the progress of individuals, evaluate the short- and long-term impact of the service, track the clients progress post exit and to keep accurate and complete records of casework.
- To actively market and promote the service through professional networks and official social media channels and externally through community events, networking opportunities, recruitment events and job fairs.
- To provide post-employment support to those clients who have gained employment.
- To ensure that the DRC’s informational resources are accurate, up-to-date, and meet the needs of clients.
- To actively participate in the marketing and publicity of DRC and its services including organising displays, events, and exhibitions.
- To collate client information and statistics and produce reports and returns by the set deadlines for the Programme Manager, Head of Services, and funders. This should include evaluation data and measurements of the short and long-term impact of the project.
- To undertake outreach work at various community-based locations to promote the service, provide locality-based support to clients and to maximise referrals.
- To be aware of and comply with the DRC’s policies and procedures including equality & diversity, health and safety, data protection, equal opportunities, and safeguarding.
- To ensure your own continuing professional development by attending relevant meetings, undergoing training, attending conferences and seminars and by any other appropriate means. In addition, attending CPD events, training courses, meetings seminars and conferences appropriate to the role for development.
- To work effectively as part of the team and be flexible and responsive to changing client needs and DRC requirements.
- To undertake any other delegated duties as may be required from time to time, which are commensurate with the nature and grading of the post. To perform any other duties that may be required in line with current duties to help develop or expand the service.
- To assess individual support needs related to work which might typically include help with benefits including back to work calculations, travel to work, managing health at work etc. signposting for further support needs utilising local networks to help them overcome their barriers to employment.
- To source job opportunities for clients through tailored job search and regular contact with employers, accessing the hidden labour market to unlock potential jobs that match with the client’s preferences and maintain the employer engagement database.
- To support clients to access a range of health and wellbeing activities internally and externally, to build confidence, increase motivation and develop social and professional interpersonal communication skills.
- To work as part of team, supporting colleagues and clients flexibly, reliably and deliver consistently to deliver effective practice.
The post holder will come into contact with vulnerable adults and will, therefore, be subject to a disclosure check at an enhanced level prior to confirmation of employment.
This is a description of the job as it is at present. It does not form part of the contract of employment. Job descriptions are regularly reviewed and altered, when necessary, in conjunction with the post holder.
PERSON SPECIFICATION:
Knowledge, skill, qualification, experience
Essential
Desirable
Previous experience working with adults with mental health conditions, physical disabilities, learning disabilities or other health conditions in employment focused programmes
X
Be able to demonstrate Supported Employment best practice in work, including mentoring and interpersonal skills, with sensitivity to the needs and barriers of the client, with Information Advice & Guidance L3 or above or willing to work towards
X
Previous work in a similar role e.g. IPS or SEQF programmes, to work/employability/publicly funded/not for profit organisation with an Employment Sector Qualification, L3 or above or willing to work towards
X
Previous experience of employer engagement/ recruitment and sourcing jobs for beneficiaries
X
Experience of developing and delivering employability and employment related activities with a relevant teaching/training qualification, L3 or above or willing to work towards
X
Knowledge of the welfare benefits system and disability/ employment related benefits and providing back to work calculations
X
Experience/knowledge of the complexities of severe and enduring mental health conditions
X
A good knowledge of the local labour market with a network of employers and training providers in Birmingham & Solihull
X
Able to manage own time, work on own initiative, prioritise tasks and proactively support team members and respond to requests and the needs of the clients
X
Proficient in IT including Microsoft package, client data management systems and social media.
X
Willing and able to ensure that equality, inclusion, and diversity is practiced and embedded within the delivery of the service
X
Willingness to be flexible to meet the needs of the service and ability to travel and be mobile
X
- Department
- East Birmingham Locality Jobs and Skills Hub/ Work Well
- Locations
- DRC Information Health and Wellbeing Centre
- Remote status
- Hybrid
- Yearly salary
- 27,336.53
- Employment type
- Full-time
IAG Case Worker
Empowering independence: holistic wrap‑around support via community clinics in Small Heath, Bordesley Green & Heartlands PCN, helping people living / recovering from mental health challenges thrive.
Job Title
IAG Case Worker
Reporting To:
IAG Service Manager
Contract Type:
Fixed Term until 30 th September 2026 with opportunity to extend subject to programme funding continuation
Location:
IHWC, Unit 18, ACE Business Park B33 0LD
Salary:
NJC Scale Points 12
Current FTE £27,336.53 pro rata’d at 20 hours per week £14,978.92
Working Hours
20 hours per week
JOB OUTLINE:
To provide a high level of wrap around and holistic support, through community clinics within the areas of Small Heath, Bordesley Green and Heartlands Primary Care Network, to enable people living with or recovering from mental illness to live independently within their communities. The support offered will include, but is not limited to, income maximisation, benefit and debt advice, housing support and advice alongside identifying and supporting individuals to access other community-based provision and/or employment support programmes.
MAIN RESPONSIBILITIES:
- To provide an effective information and advice service, for eligible clients to agreed organisational & Contractual standards and ensuring that all targets and outcomes are met.
- To deliver effective information and advice support via outreach and by telephone, email and virtually, where appropriate, in order to assist clients to address their presenting needs.
- To work effectively with the service commissioner and with DRC to provide high quality, impartial information and advice to clients that comply with organisational standards.
- To provide IAG casework to clients accessing the service.
- To ensure that the information and advice service stays current, and up to date with disability related legislation and policy guidance.
- To establish and maintain strong contacts with other partners, and internal programmes, to maintain an effective information and resource bank to support clients.
- To develop DRC’s on-line information resources and ensure these are kept up to date and continue to meet clients’ needs.
- To provide person-centred support across a range of presenting issues relating to housing, welfare, income maximisation and welfare benefits, debt, personal budgets, grant applications, Personal Independent Payments, social care and health, safeguarding, employment, advocacy, access to statutory services, energy efficiency, discrimination and social exclusion.
- To support the establishment and maintenance of external referral procedures with relevant statutory and specialist Third Sector providers to achieve positive outcomes for clients.
- To establish and maintain internal referral and joint working with other DRC teams and services where this is appropriate to meet client need and achieve effective outcomes.
- To maintain accurate and up to date client records and statistics through DRC’s CRM system, including details of advice, casework, attendance, monitoring of progress against client action plan and SMART targets, supporting the provision of service reports and key performance indicators information to DRC’s Executive Team, Board of Directors and funders.
- To provide information and feedback to the Team Leader and Service Manager and instigate improvements to existing services and the development of new additional services.
- To support the Team Leader to provide accurate and timely reports to DRC’s commissioners.
- To attend external meetings representing DRC and the IAG Team, feeding back to colleagues and Senior Managers as appropriate.
- To be aware of and comply with DRC policies and procedures, including health and safety, safeguarding, General Data Protection Regulations (GDPR) and equal opportunities.
- To ensure your own continuing professional development by attending relevant meetings, conferences, and seminars, undergoing training and any other appropriate means.
- To work effectively as part of the team and be flexible and responsive to changing funder needs and DRC requirements.
- To undertake any other duties as and when required commensurate with the role.
The post holder will come into contact with vulnerable adults and will therefore be subject to a disclosure check at an enhanced level prior to confirmation of employment.
This is a description of the job as it is at present. It does not form part of the contract of employment. Job descriptions are regularly reviewed and altered, when necessary, in conjunction with the post holder.
GENERAL:
- Be a role model, leading by example in practising the Values of DRC to achieve our Vision and Mission.
- Play an active and supportive role within the organisation.
- Take ownership of all administrative aspects of the role.
- Maintain strict confidentiality in relation to work undertaken and ensure all confidentiality materials are stored according to DRC’s Data Protection and Data Security Policies.
- Treat all staff, volunteers, and clients fairly and without prejudice, in line with DRC’s Equality, Diversity and Inclusion policy and adhere to all DRC policies and procedures.
- Be adept in employing the correct procedures for dealing with any safeguarding incidents or concerns in line with DRC’s Safeguarding policies.
- Maintain personal and professional development to meet the changing demands of the job, participate in appropriate training activities and encourage and support staff in their development and training.
- Ability to work flexible hours, including evenings and weekends, in line with needs of DRC and the team.
PERSON SPECIFICATION:
Qualifications
Essential
Desirable
Good standard of education including English & Maths
/
NVQ 3 in Information, Advice and Guidance (IAG) or willingness to complete this within first 12 months of employment
/
Degree or equivalent qualification
/
Experience
A minimum of 12 months’ experience working in an advice/support/legal setting with disabled people or other social excluded groups.
/
Proven track record of advocating on behalf of excluded groups, supporting them to achieve positive outcomes in relation to housing, welfare, debt, personal budgets, health, employment, access to statutory services
/
Experience of caseload management, including developing and maintaining client case files
/
Experience of working in a multi- faceted role within a small organisation
/
Proven track record of meeting targets and working to deadlines
/
Proven track record of networking and undertaking outreach work
/
Previous experience of managing and supervising others
/
Proven track record of working with disabled people
/
Ability to speak Community languages
/
Knowledge
Excellent ICT skills and the confidence to use ICT Packages to coordinate events and communications and record beneficiary data.
/
Awareness and understanding of equal opportunities
/
A clear understanding of the issues affecting disabled people and/or their families and carers
/
A good knowledge and understanding of housing, welfare benefits, personal budgets, education, health and social care legislation and its impact on the rights and entitlements of disabled people
/
A good knowledge and understanding of the support services available to the client group and referral processes to the statutory and non-statutory agencies
/
A good understanding of safeguarding procedures for vulnerable adults
/
Communicates clearly and is able to effectively remove barriers to communication
/
Excellent written and verbal communication skills
/
The ability to produce correspondence, reports and written documentation using Microsoft Word, Excel and Outlook
/
An understanding of the purpose of outcomes monitoring and project evaluation and the ability and willingness to capture outcomes data
/
Excellent time management skills with the ability to prioritise workload and effectively multi-task
/
Understanding of the Social Model of Disability
/
Personal Qualities
Good attendance record. Any absences relating to a disability, or any other incapacity will not be taken into account
/
Disposition
A willingness to undertake personal and professional development as required
/
The ability to work in a pressured multi – faceted role
/
The ability to take initiative, be self- motivating and motivate others
/
The ability to work effectively and flexibly as part of a team
/
The ability to identify and implement change with minimum disruption
/
The job will include external work including attendance at outreach sites, meetings, and events so the ability to be mobile is essential
/
Demonstrable commitment to support the values of DRC.
/
DRC COMPETENCY FRAMEWORK
Competency Header
Required Level
Core competencies:
Communication
3
Team working
3
Planning & organising
2
Delivering business results
3
Managing change
3
Using technology
3
Mandatory additional competencies (if required):
Providing excellent customer service
2
- Department
- Information, Advice and Guidance
- Locations
- DRC Information Health and Wellbeing Centre
- Remote status
- Hybrid
- Yearly salary
- £14,978.92
- Employment type
- Part-time