Job title: Head of Finance Main purpose of job: To ensure the successful management of Make It York's (MIY) finance function. To oversee the Data Analysis and Visit York Pass functions. Department: Finance Location: Hybrid working but primarily based at Parliament Street Office Position reports to: Managing Director Position is responsible for: Senior Finance Co-ordinator, Finance Co-ordinator, Data Analyst (Performance & Insight), Visit York Pass Manager. Financial Management Lead the finance function ensuring it is responsive to the needs of the organisation, its shareholder and its external partners. Build and lead a high performing Finance team utilising the relevant people policies contained within the staff handbook. Prepare accurate, timely management accounts for the Board and Executive team including variance analysis. Lead the audit process ensuring the preparation of the annual accounts are completed in a timely basis. Lead and prepare the annual budget and 2-year forecast ensuring collaboration with the executive team. Manage the company cashflow ensuring the MD is apprised of cash flow requirements. Manage the company payroll ensuring all processes are completed including all statutory reporting. Manage the company pension ensuring enrolment and submissions are completed in a timely manner. Prepare and submit the quarterly VAT returns to HMRC in the agreed timeframes. Ensure all statutory reporting is processed to the agreed timeframes. Continually identify and implement process improvements, controls and procedures, to create efficiencies and reduce costs. Financial Governance Serve as Company Secretary supporting the company in best governance practices. Responsible for the financial risk register, identifying and managing all financial risks. Be the lead contact for HMRC, Companies House and the auditors assuming responsibility for financial compliance. Assist the company in contract management ensuring financial and legal compliance. Ensure all financial policies and procedures are up to date and ensure MIY is complying with them. Systems Ensure the finance system (Sage) is up to date, accurate and used in an efficient way. Look for ways to improve processing on the finance system. Manage all finance systems (PO system, DD software, Payroll software) ensuring they are being used in an efficient way. Identify new systems that can improve financial processes. Oversee the Visit York Pass system from a finance perspective and liaise with the providers. Oversee the Shambles Market software from a finance perspective and liaise with the providers. Data Analysis Lead and manage the Data Analysis function ensuring all reporting is completed to the agreed timeframes. Work closely with key stakeholders (North Yorkshire Council, York BID) to produce data sets for York and the LVEP region. Oversee the key surveys and reporting ensuring accuracy and timeliness of completion. Oversee the development of the reporting and analysis. Visit York Pass Lead and manage the Visit York Pass function. Oversee the recruitment and retention of attractions ensuring all contracts are up to date. Oversee the contract with the software supplier ensuring a good working relationship between both parties. Oversee the development of the Visit York Pass. Other duties Member of the Executive Team for MIY attending fortnightly meetings. Collate financial data to support funding bids as required. Work in an entrepreneurial, collaborative, respectful and ambitious way and personally demonstrate MIY's values and behaviours. Ensure that all Health and Safety regulations and relevant risk assessments are followed. Provide support to other MIY team members, where necessary. Relevant qualifications, skills and experience Professional accountancy qualification. Expert knowledge of financial processes. Recent and relevant operational and strategic management experience at a senior level to include finance. Good understanding of financial processes including budget management, forecasting, day-to-day income and expenditure processes, monthly reporting and year end processes. Experience of reviewing and changing financial procedures. Knowledge and experience of leading the audit process. Relevant experience of managing and leading a finance department function. Relevant experience in preparing and submitting statutory returns (VAT, P60's etc ) Strong IT skills including Microsoft Office - Excel, Word, PowerPoint. Good working knowledge of accounting packages. Personal qualities Collaborative working style and experience of leading a successful team. Excellent organisation skills and attention to detail. An ability to work independently, use initiative and prioritise tasks to meet deadlines. Strong communicator and team player with a positive 'can do' attitude. Demonstrable experience of working with a variety of stakeholders. Excellent networking and influencing skills at all levels.
Sep 01, 2025
Full time
Job title: Head of Finance Main purpose of job: To ensure the successful management of Make It York's (MIY) finance function. To oversee the Data Analysis and Visit York Pass functions. Department: Finance Location: Hybrid working but primarily based at Parliament Street Office Position reports to: Managing Director Position is responsible for: Senior Finance Co-ordinator, Finance Co-ordinator, Data Analyst (Performance & Insight), Visit York Pass Manager. Financial Management Lead the finance function ensuring it is responsive to the needs of the organisation, its shareholder and its external partners. Build and lead a high performing Finance team utilising the relevant people policies contained within the staff handbook. Prepare accurate, timely management accounts for the Board and Executive team including variance analysis. Lead the audit process ensuring the preparation of the annual accounts are completed in a timely basis. Lead and prepare the annual budget and 2-year forecast ensuring collaboration with the executive team. Manage the company cashflow ensuring the MD is apprised of cash flow requirements. Manage the company payroll ensuring all processes are completed including all statutory reporting. Manage the company pension ensuring enrolment and submissions are completed in a timely manner. Prepare and submit the quarterly VAT returns to HMRC in the agreed timeframes. Ensure all statutory reporting is processed to the agreed timeframes. Continually identify and implement process improvements, controls and procedures, to create efficiencies and reduce costs. Financial Governance Serve as Company Secretary supporting the company in best governance practices. Responsible for the financial risk register, identifying and managing all financial risks. Be the lead contact for HMRC, Companies House and the auditors assuming responsibility for financial compliance. Assist the company in contract management ensuring financial and legal compliance. Ensure all financial policies and procedures are up to date and ensure MIY is complying with them. Systems Ensure the finance system (Sage) is up to date, accurate and used in an efficient way. Look for ways to improve processing on the finance system. Manage all finance systems (PO system, DD software, Payroll software) ensuring they are being used in an efficient way. Identify new systems that can improve financial processes. Oversee the Visit York Pass system from a finance perspective and liaise with the providers. Oversee the Shambles Market software from a finance perspective and liaise with the providers. Data Analysis Lead and manage the Data Analysis function ensuring all reporting is completed to the agreed timeframes. Work closely with key stakeholders (North Yorkshire Council, York BID) to produce data sets for York and the LVEP region. Oversee the key surveys and reporting ensuring accuracy and timeliness of completion. Oversee the development of the reporting and analysis. Visit York Pass Lead and manage the Visit York Pass function. Oversee the recruitment and retention of attractions ensuring all contracts are up to date. Oversee the contract with the software supplier ensuring a good working relationship between both parties. Oversee the development of the Visit York Pass. Other duties Member of the Executive Team for MIY attending fortnightly meetings. Collate financial data to support funding bids as required. Work in an entrepreneurial, collaborative, respectful and ambitious way and personally demonstrate MIY's values and behaviours. Ensure that all Health and Safety regulations and relevant risk assessments are followed. Provide support to other MIY team members, where necessary. Relevant qualifications, skills and experience Professional accountancy qualification. Expert knowledge of financial processes. Recent and relevant operational and strategic management experience at a senior level to include finance. Good understanding of financial processes including budget management, forecasting, day-to-day income and expenditure processes, monthly reporting and year end processes. Experience of reviewing and changing financial procedures. Knowledge and experience of leading the audit process. Relevant experience of managing and leading a finance department function. Relevant experience in preparing and submitting statutory returns (VAT, P60's etc ) Strong IT skills including Microsoft Office - Excel, Word, PowerPoint. Good working knowledge of accounting packages. Personal qualities Collaborative working style and experience of leading a successful team. Excellent organisation skills and attention to detail. An ability to work independently, use initiative and prioritise tasks to meet deadlines. Strong communicator and team player with a positive 'can do' attitude. Demonstrable experience of working with a variety of stakeholders. Excellent networking and influencing skills at all levels.
Part Time Property Operations Officer required for a Charity in BS1 Your new company Charity in BS1 Your new role This role is for 3 days per week and will cover: Attendance at appropriate committee and subcommittee meetings to take minutes and circulate actions, Standing committee meetings every fortnight and some additional 20 directors and subcommittee meetings per yearTo deputise for Executive Secretary as necessary (leave, etc)To carry out agreed meeting minutes actions including; instructing, pursuing and chasing-up suppliers (including; accountants, auditors, solicitors, investment and property managers, surveyors and any major project contractors) regarding their delivery of services for the various necessary day-to-day works of the charity.Coordinating quotations for charity (major) property works and other charity requirements. Organising reviews of approved suppliers on a periodic basis in line with Charity Commission best practice, (e.g. 5 year selection of Investment firms, auditors, accountants, solicitors).To liaise with the Staff Team as necessary and in particular, to ensure receipt of grant requests and confirmation of grant payments against budget and to assess/report any variance to the budget.Assisting with the management & annual statutory accounts, the audit and annual budgeting processes, liaising with treasurer, accountants and directors as required. What you'll need to succeed IT Microsoft office skills Finance qualification or finance experience Forward thinking with problem solving ability Professional, credible and approachable nature Ability to work in a team as well as independently What you'll get in return Flexible working options available Friendly team to work with Work for a charity where you can add real value and social purpose What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. INDHAF #
Sep 01, 2025
Full time
Part Time Property Operations Officer required for a Charity in BS1 Your new company Charity in BS1 Your new role This role is for 3 days per week and will cover: Attendance at appropriate committee and subcommittee meetings to take minutes and circulate actions, Standing committee meetings every fortnight and some additional 20 directors and subcommittee meetings per yearTo deputise for Executive Secretary as necessary (leave, etc)To carry out agreed meeting minutes actions including; instructing, pursuing and chasing-up suppliers (including; accountants, auditors, solicitors, investment and property managers, surveyors and any major project contractors) regarding their delivery of services for the various necessary day-to-day works of the charity.Coordinating quotations for charity (major) property works and other charity requirements. Organising reviews of approved suppliers on a periodic basis in line with Charity Commission best practice, (e.g. 5 year selection of Investment firms, auditors, accountants, solicitors).To liaise with the Staff Team as necessary and in particular, to ensure receipt of grant requests and confirmation of grant payments against budget and to assess/report any variance to the budget.Assisting with the management & annual statutory accounts, the audit and annual budgeting processes, liaising with treasurer, accountants and directors as required. What you'll need to succeed IT Microsoft office skills Finance qualification or finance experience Forward thinking with problem solving ability Professional, credible and approachable nature Ability to work in a team as well as independently What you'll get in return Flexible working options available Friendly team to work with Work for a charity where you can add real value and social purpose What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. INDHAF #
End date Wednesday 27 August 2025 Salary range £90,440 - £106,400 We support flexible working Learn more about flexible working. Agile Working Options Hybrid Working Job description About this opportunity We are looking for a qualified company secretary with extensive listed experience or a lawyer with significant experience as a governance professional to join the Group Secretariat. The role supports the Head of Board Governance and Operations in delivering board, committee and executive governance and meetings for Lloyds Banking Group. You'll be versatile, proactive and have outstanding writing skills and be able to work quickly to deliver accurate work. A sound understanding of the overall legal and regulatory environment in which the Group operates is required and you'll be capable of providing pragmatic advice to board members and senior executives. You'll get a unique and exciting opportunity to gain insight across Group Secretariat, establish relationships and play a key role in the delivery of first-class governance service to the board, board committees and executive committees, ensuring that they meet corporate governance, legal and regulatory requirements. What you'll be doing supporting with the end-to-end corporate governance, delivery and risk management relating to board, board committees and executive committee meetings, agendas and papers act as Secretary to standing or ad hoc board or executive committee, and provide end to end governance support to Chair and executive management support the Head of Board Governance and Operations in providing excellent core corporate governance knowledge and skills across the suite of secretariat activities support in the development, review and practical implementation of technical governance and operational processes as relevant to the delivery of board, committee and executive governance drive efficiency, innovation and continuous improvement, including through use of technology, in the delivery of governance and operations to support board, committee and executive governance working with colleagues across the wider Legal & Secretariat function to contribute to and coordinate on adhoc / special projects The role reports to the Head of Board Governance and Operations. Why Lloyds Banking Group? We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone. Including you. What you'll need Qualified company secretary (ACG or equivalent) or lawyer with significant post qualification experience as a governance Professional Experience of acting as board or committee Secretary, including considerable minuting experience Detailed knowledge of the Companies Act 2006, the UKLA Listing, Disclosure and Transparency Rules and the UK Corporate Governance Code Senior Company Secretarial experience in a FTSE 100 listed company, preferably in the financial services industry Excellent interpersonal skills with ability to build good team relationships; and Confident and credible communicator About working for us Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Sep 01, 2025
Full time
End date Wednesday 27 August 2025 Salary range £90,440 - £106,400 We support flexible working Learn more about flexible working. Agile Working Options Hybrid Working Job description About this opportunity We are looking for a qualified company secretary with extensive listed experience or a lawyer with significant experience as a governance professional to join the Group Secretariat. The role supports the Head of Board Governance and Operations in delivering board, committee and executive governance and meetings for Lloyds Banking Group. You'll be versatile, proactive and have outstanding writing skills and be able to work quickly to deliver accurate work. A sound understanding of the overall legal and regulatory environment in which the Group operates is required and you'll be capable of providing pragmatic advice to board members and senior executives. You'll get a unique and exciting opportunity to gain insight across Group Secretariat, establish relationships and play a key role in the delivery of first-class governance service to the board, board committees and executive committees, ensuring that they meet corporate governance, legal and regulatory requirements. What you'll be doing supporting with the end-to-end corporate governance, delivery and risk management relating to board, board committees and executive committee meetings, agendas and papers act as Secretary to standing or ad hoc board or executive committee, and provide end to end governance support to Chair and executive management support the Head of Board Governance and Operations in providing excellent core corporate governance knowledge and skills across the suite of secretariat activities support in the development, review and practical implementation of technical governance and operational processes as relevant to the delivery of board, committee and executive governance drive efficiency, innovation and continuous improvement, including through use of technology, in the delivery of governance and operations to support board, committee and executive governance working with colleagues across the wider Legal & Secretariat function to contribute to and coordinate on adhoc / special projects The role reports to the Head of Board Governance and Operations. Why Lloyds Banking Group? We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone. Including you. What you'll need Qualified company secretary (ACG or equivalent) or lawyer with significant post qualification experience as a governance Professional Experience of acting as board or committee Secretary, including considerable minuting experience Detailed knowledge of the Companies Act 2006, the UKLA Listing, Disclosure and Transparency Rules and the UK Corporate Governance Code Senior Company Secretarial experience in a FTSE 100 listed company, preferably in the financial services industry Excellent interpersonal skills with ability to build good team relationships; and Confident and credible communicator About working for us Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
