Current jobs related to CFO/COO (Permanent) - Malvern Worcestershire - We Manage Jobs(WMJobs)

Contract Type: Full time, permanent, All Year Round
The position entails spearheading the leadership and advancement of finance and business operations, risk management, compliance, and due diligence. Additionally, the role includes the responsibility of monitoring and evaluating trust strategy, particularly focusing on financial performance and enhancing stakeholder value. This entails providing the CEO and TET with valuable financial insights to facilitate better decision-making in strategy formulation and execution.
They inspire confidence in those around them and work with others to create a shared strategic vision which motivates pupils and staff alike. They have the confidence and ability to make management and organisational decisions and ensure compliance, excellence, and a sense of development in the work they deliver. They are expected to demonstrate sustained high-quality performance, through formulating the aims and objectives of Mercian Educational Trust, establishing the policies through which they are achieved and successfully managing staff to that end.
To ensure the ongoing success and sustainability of business services, including highly effective leadership and management of finance and operations.
To be the named Chief Financial Officer (CFO) and Company Secretary and carry out accountabilities and responsibilities set out in the Academies Trust Handbook.
The CEO will hold the post holder to account.
Operational management
Risk management
Financial management and compliance
Lead, develop and hold to account colleagues to deliver high-quality performance
Provide strategic leadership to all support staff within the trust on financial and business matters, ensuring they meet legal requirements and adopt best practices
As the trust grows, ensure that financial and operational models continue to provide the best value for money
Attend and contribute to finance and operations, audit, risk and compliance trustee committee meetings, and full trustee meetings as required
Develop, implement and monitor trust policies within remit
Lead the trust’s strategy for investment, management and security of estates (buildings and premises) and IT assets, systems and infrastructure, ensuring alignment with school improvement priorities and, where feasible provide further opportunities for income generation
Contribute to the MAT strategic and growth plans, along with the MAT Self-Evaluation and risk management processes. Responsible for supporting the CEO, TET and TLT with key financial information and operational analytics, driving a culture of accountability in managing the business matters, and adding value to operational activities
Responsible for the strategy and delivery of finance and business services for the trust and schools ensuring value for money across all activities
Advise trustees, CEO, TET and TLT on the implications of changes to government policy, legislation and directives and recommend effective strategies for responding to change in line with the trust’s strategic objectives
Operational management
Ensure procurement activities are fully compliant with all public sector and regulatory requirements and that ‘best value’ is achieved over the lifetime of contracts
Ensure the trust has a robust and effective management system for health and safety with appropriate reporting to trustees, the CEO, TET and TLT
Oversee compliance with data protection legislation/requirements and Freedom of Information legislation/requirements ensuring that the trust has an appropriate Data Protection Officer who leads data protection activities across the trust
Risk management
Work with the CEO to establish the trust’s appetite for risk and design an overall risk management process, which includes evaluation of the previous handling of risks and analysis of the financial impact on the trust when risks occur
Keeping trustees informed, leading effective risk management across the trust, and working closely with other TET members.
Ensure insurance cover is appropriate and there is compliance with policy requirements
Ensure disaster recovery and major incident procedures are robust Recommend to trustees the priorities for internal scrutiny and oversee policy and compliance audits, including liaising with internal and external auditors
Financial management and compliance
Assume accountability for the proper financial operations of the trust and all its schools
Ensure that all financial policies and procedures are compliant with the requirements of ESFA funding agreements, Academies Trust Handbook, financial regulations (SORP), Charity Commission, HMRC, other regulators and approved schemes of delegation
Provide sound strategic advice to the trustees, CEO, TET and TLT on all issues relating to financial matters drawing on internally and externally generated data including ESFA benchmarking
Lead the financial management strategy for the trust, promoting a culture of continuous improvement to safeguard and secure the long-term financial sustainability of the trust and its schools
Ensure all legal agreements for services supplies and leases are structured appropriately and in the best interests of the trust
Oversee the timely preparation of financial reports, budgets and cash flow forecasts ensuring effective consultation and communication of these with trustees, the CEO, TET and TLT
Ensure grant funding and opportunities for income generation are optimised without risk to the trust's reputation and funding agreement
Advise trustees on the most appropriate financial business model for trading activities
Oversight of and final approval regarding payroll activities
Lead on finance and operational due diligence for new schools proposing to join the trust
Lead on conversions, land issues, leases, commercial transfer agreements and associated issues relating to new schools joining the trust
Ensure a customer-led approach, support for school-based teams and the training of staff in new schools joining the trust
Ensure the operational side of new business is robust, resilient and compliant with all legal and regulatory requirements
Ensure effective systems of control and management of risk are in place and being implemented effectively advising trustees on outcomes of due diligence and making recommendations
Seek ongoing improvement within your own area of responsibility and undertake any further training as identified in the trust review procedures
Maintain a flexible and team-working approach and perform such other duties as may be required
Ensure that safe working practices are followed in respect of COSHH and other Risk Assessment control measures. To understand, comply with and promote the trust’s safeguarding policy and procedures. The trust has an Equality and Diversity policy and it is the responsibility of all staff to comply with this. Also, the key responsibilities of staff under this policy are set out in the trust Code of Conduct. The duties described in this job description must be carried out by those policies, in a manner which promotes equality of opportunity, dignity and due respect for all employees and service users
The post holder must meet the requirements of the Data Protection Act at all times
Be aware of, promote and implement the trust’s Quality and Information Security Management Systems
This post requires the ability to perform a role that involves infrequent contact with children.