Management Accountant

Bromsgrove District Housing TrustBuilding excellent communities with passion and pride.

Recruitment Pack

Application for Management Accountant 2

Letter to Applicant Page 3

About bdht Page 4

Our Vision, Mission and Values Page 5

Benefits Page 6

RoleProfile Page 7

PersonProfile Page 10

Contents

Application for Management Accountant 3

August 2019

Dear Applicant

Re: Application Pack – Management Accountant

At bdht,weareproudofourstaffandtakegreatcaretoselectthebest.Successfulapplicantsaregiveneveryencouragementtodevelopandgrowwithinthebusiness.

Wenowneedsomeoneproactiveanddynamictoworkinanexcitingareaofourbusiness.You’llneedimaginationandabilitytoadapt.Forus,yourattitudeisjustasimportantasyourskills.Ifyouthinkyou’rethepersonwearelookingfor,pleasespendsometimeandthoughtcompletingtheonline application form and submit it by 12pm midday Friday 13th September 2019.

InterviewswillbeheldonFriday 20th September 2019.

Ifyouhaveanyqueries,pleasecontactHannahFord,HROfficer,on01527 557549.

Yourssincerely,

MarkRobertsonChiefExecutive

Letter to Applicant

Application for Management Accountant 4

bdhtisanaffordablehousinglandlordbasedinBromsgroveintheWestMidlands.Theorganisationownsandmanagesover4,000dwellings,whicharecomprisedofsocialrent,marketrent,sharedownershipandspecialistaccommodationforthosewithdifferentneeds.bdht also manages homelessnessundercontractonbehalfoftheLocalAuthority.Weareastrong,well-respectedandfinanciallyviableindependentbusiness.

WehaveanimportantrolewithinthecommunitiesofBromsgroveandthesurroundingareasandwearestronglycommittedtoremainingindependent.TheorganisationwascreatedinApril2004whenitpurchasedtheoriginalstockfromBromsgroveDistrictCouncil.Sincethattimebdhthasbeenveryactiveinbuildingnewhomes,increasingthetotalstockbyover10%inthelastfiveyears,providingmoreaffordablehousingsolutionsforpeopleinneed.

Thebusinessisregisteredasacharityandoperatesonanot-for-profitbasis,butisfirstandforemostacommercialbusiness,albeitonethatfocusesuponsocialoutcomes.

bdht employs131peopleandisdedicatedtoprovidingexcellentservicesthroughbeingacommittedlearningorganisation.Mostofourmiddleandseniorleadershavebeendevelopedwithinthebusinessandwehaveamajorcommitmenttoidentifyingtransferableskillswithinouremployeesandcreatingopportunitiesforindividualstogrow.

Winnersofthe‘GreatPlacestoWork’awardin2017,bdhtisapeoplebasedorganisation.98%ofourstaffsaywe’re“agreatplacetowork”.Weareaserious,happy,hard-workingbusinessthatthinksit’sessentialtohavefun.Webelieveinourstaff,andactivelysupportthembaseduponthreecorethemes:‘Lookafteryourself’,‘Lookafteryourcolleagues’and‘Lookafterthebusiness’.Westronglysupporttheconceptoftheindividual,theirgrowth,developmentandwell-being.

Weareagoodemployerwhopaysfairlyandhasexcellenttermsandconditions.Butaboveallweabsolutelyrecognisethatgoodperformanceislinkedtohappystaff,soweactivelyencouragefunandexpectthatitispartofthenormalworkingday.

About bdht

Application for Management Accountant 5

Our Vision

“Imagineanorganisationthatbelievesintheimportanceofcommunity,whereeveryoneistreatedasanindividual,valuedandrespected.Wheredifferencesarecelebratedandpersonalresponsibilityincombinedachievementisveryimportant.Wherestaffstrivetoprovidethehighestqualityofservicewithenergy,prideenjoymentandasenseofhumour.”

Our Mission

“Buildingexcellentcommunitieswithpassionandpride.”

Our Values

Atthecoreofbdht isasetofvaluesthatwerearrivedatbythestaffandtowhichweallaspire.Aseriesofpresentationsandteammeetingswereheldinwhichthestaffputforwardanddiscussedthevaluesthatwereimportanttothem.TheproposednewvalueswerethentakentothemainBoardwheretheywerewholeheartedlyendorsed.Asaresult,allstaffandBoardmemberslivethefollowingvalues:

Caring “Tocareaboutthequalityofservicesweprovidetoourcustomersandthewelfareofthe Trust’semployees”

Enabling “Toenableourcustomerstoaccessandchooseserviceswhereverpossibleandempower theTrust’semployeestodeliverhighstandardsofcustomerservice”

Honesty “Toonlypromiseservicestocustomersthatwecanreliablydeliverandbeanemployer whoistrustworthyandactswithintegrity”

Positive “Tocareaboutthequalityofservicesweprovidetoourcustomersandthewelfareofthe Trust’semployees”

Fair “Todeliveraconsistentlyexcellentservicetoallcustomersandtoalwaysbefairinthe day-to-daysupportoftheTrust’semployees”

Our Vision, Mission & Values

Application for Management Accountant 6

Salaryis£35,000 per annum

37hoursperweek

32daysannualleaveplusbankholidays

CashbackHealthScheme

EmployeeAssistanceProgramme

PensionScheme(detailsbelow)

HolidayBuyandSellScheme

RewardStatements

FreeParking

bdhtoffersaDefinedContributionpension,administeredbytheSocialHousingPensionScheme.Initialcontributionrates,atautoenrolment,areat3%withthepossibilitytoincreasecontributionsthereafter asfollows:

Member pays bdht pays

3% 5%4% 6%5% 7%6% 8%

Lifeinsuranceisalsoavailabletomembersofthepensionscheme.LifecoverofthreetimesyourearningsisprovidedaspartofyourmembershipofSHPSDC.

Benefits

Application for Management Accountant 7

Role Profile

Management Accountant

HeadofFinance

AssistantManagementAccountant,FinanceOfficerandFinanceAssistants

‘Tobuildexcellentcommunitieswithpassionandpride’

Todeliverhighqualityfinancialservicesandbusinesspartnering,ensuringdeliveryofourbusinessobjectivesandupholdingourcommitmenttocustomers.

Job title

Responsible to

Responsible for

Vision

Purpose

Application for Management Accountant 8

Role Profile

Key Achievement Areas:

Manage,supportanddevelopstaff,inaccordancewiththevaluesandcultureofbdht, including

one-to-ones,appraisalsandteammeetings.

Responsibilityfortheproductionofmonthlymanagementaccounts,andassociatedSenior

ManagementTeamreporting.

Responsibilityfortheyear-endaccountsandtheannualfinancialstatements.

Co-ordinationoftheannualbudgetsettingprocess.

Provisionofbudgetmonitoringreportsandadviceandsupporttobudgetholders.

KeyuseroftheOpenAccountsfinancesystemtoprocessjournalsandproductionofmonthly

reconciliationsforkeyBalanceSheetcontrolaccounts.Maintenanceofthesystemandkeycontact

foranyOpenAccountissuestoberesolved.

SubmissionofdatafortheannualHouseMarkbenchmarkingprocess.

AssistinthesettingandmonitoringofKPIs.

Playakeyroleintheannualrentsettingprocess.

Playakeyroleintheannualleaseholderchargesprocess.

MaintaintheMajorCommercialContractRegisterandreportonaquarterlybasis.

CalculationofRecycledCapitalGrantFund(RCGF)andtheannualVATpartialexemption

calculation.

Application for Management Accountant 9

Role Profile

Key Achievement Areas:

UpdateofstockprofilerinformationinconjunctionwiththeHeadofAssetManagementand

Development.

Responsibleforthereviewofteampoliciesandprocedures,purchaseledger,salesledger

proceduresandinternalcontrols.Liaisewithauditorsasappropriate.

Responsibilityforcontinualprocessimprovementwithinfinancialareas.

AssisttheHeadofFinanceandFinanceandICTDirectorwiththeTreasuryManagementfunction

asrequired.

Responsibilityforcompletingregulatoryreturnswhenrequired,forreview.

Deliveryofmoderndayfinancialbusinesspartnering,toeducateandempowerbudgetholders.

Application for Management Accountant 10

Person ProfileSkills and Experience - Education

QualifiedAccountant

Essential Desirable

Skills and Experience - Experience/Knowledge

Minimumof3years’experienceinAccountancyservices.

Experienceoftheaffordablehousingsector.

ExperienceofOpenAccountspackage.

Experienceofmanagingsmallteams.

Highlevelofexpertiseinspreadsheetsandothermainstreampackages.

ExperienceofBusinessPlanningmodels.

Essential Desirable

Application for Management Accountant 11

Person ProfileCompetency

Provenabilitytounderstandandoperatewithinthetechnicalrequirementsoftherole.

Recognisingwhatroleownjobhastoplaywithinthewiderorganisation,understandingtheimpactofactionsuponthewiderbusiness.

Displaysahighlevelofwillingnesstolearnanddevelopskillsandexperience.

Demonstrating a commitment to Customer Excellenceinallactivitiesandensuringthatqualitystandardsaremetandactedupon.

Evidencingabilityandadesiretoachievebothworkandpersonalobjectives.

Utilisingproblemsolvingtoolsandtechniques,lookingatalltheoptionsandseekingtoidentifysolutions.

Prioritising and planning in order to meet own andothersobjectives,organisingselftoensureservicelevelsaremet.

Consistently able to communicate appropriately andeffectivelyatalllevelsinordertomeetcustomerneed.

Behaviours

TechnicalSkills

Commercial Awareness

Learning and Development

CustomerExcellenceandQualityFocus

CriticalThinkingSkills

Planning and Organising

Communication

AchievementOrientation

Application for Management Accountant 12

Personal development

Wewillofferopportunitiesforstafftodevelopandexpandtheirknowledgeandskills,itisintendedthatthiswillsitwithinaframeworkthatassistsindividualswithongoingpersonalandcareerdevelopment.

General

Nojobdescriptioncancovereveryissuewhichmayarisewithinthepostatvarioustimesandthejobholderisexpectedtocarryourdutiescommensuratewiththerolefromtimetotime.

This post requires that the job holder is subject to a DBS check at an enhanced level.

Forthepurposeoftravelandexpenses,thisrolewillreceivethefollowingmileagerate:

General Information

Mileage Rate / Car Allowance

Casual Users 451 - 999cc 1000 - 1199cc 1200 - 1450cc

Permilefirst8,500

Permileafter8,500

39.7p

12.1p

43.1p

12.0p

54.4p

14.3p