Full Time

JOB PURPOSE

This role will be responsible for the leadership and management of the Planning and Analysis Team and related functions within the Trust. This includes the following key areas:

• Tri-Annual Budget Process,
• Quarterly Forecasting,
• Monthly Performance reporting,
• Strategic and Project Planning,
• Financial Support for Decision making,
• Analysis and insight reporting,
• Business Partner Support across the Trust.

An area of priority will be to lead and guide the team in the design and roll-out of a 3 year Budget Planning Process. It is expected that the Head of Planning and Analysis will strive to improve the breadth of business partnering support provided to the Trust through the on-going development of finance systems and processes, and coaching and mentoring the team to provide appropriate financial advice and support.

Reporting to the Finance Director, the postholder is required to support them in delivering programmes of work that meet the Trust’s objectives.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

As a senior manager in the Finance Team:

• Lead and manage the Planning and Analysis Team, ensuring that they are supported, developed and performance managed in accordance with the HR policies of the Trust to ensure that the functions of the team are delivered efficiently and effectively, and members of the team are able to continually improve and develop.
• Develop and maintain best in class Financial Performance reporting which provides clarity and insight to all stakeholders, ensuring that Forecasting and Reporting is accurate and presented in an appropriate format for users.
• Provide Insightful advice and guidance to support the long term sustainability of the organization having due consideration of the Trusts policies and principles.
• Provide insightful Financial Support and Guidance to all key decisions and Projects in the Trust.
• Provide strong leadership support to corporate services operations, including capital projects
• Lead the creation and roll out of the corporate wide 3 year operating plans, co-ordinating all Budget Holders.
• Working with and influencing the Senior Managers of the Trust to ensure that they are supported and guided to achieve financial objectives within budget.
• Active member of the Finance management team and will be involved in supporting cross-Trust initiatives and representing the Finance team in these.
• Support the Finance Director in the leadership of the development and implementation of a sustainable structure and culture for the team which embodies the Trust’s values and focuses the team on customer service, performance and stewardship.
In relation to the key areas of responsibility for specific role:
• Strategic Planning
Working closely with the Senior team to formulate the business’s medium to long term financial and strategic plan. Understand the Trust wide strategy and the KPIs which are important
Lead project based work, including owning financial modelling for the Trust wide FP&A
• Planning and Forecasting

Developing and owning the rolling 3-year model
Coordination and production of the consolidated Annual Operating Plan and Quarterly Forecasts, including presentation to Exco,
Managing a team responsible for the entire forecasting process; managing revenue, costs and KPI’s,
Update forecasts for each region and Team, and consolidate the forecasts for the Trust
Business partner with Regions and different departments to attain relevant information and support them to build their annual budgets and forecasts
Evaluate previous budgets and expenditure performance to inform the development and implementation of future budgets
• Analysis and Insight
Provide insights to senior management, around financial modelling, forecasts and profitability
Producing models to project long term growth and determine the impacting business factors
Analyse financial and operational results to better understand company performance
Utilising BI tools to deliver meaningful insights into business performance

• Reporting

Produce regular, relevant and insightful forecasting and planning packs for reporting to key stakeholders
Communicate results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations
Communicate to senior management the reasons behind the product/department performance and results

• Decision Support

Make informed suggestions about the best way to improve margins for the Commercial elements of the Trust
Model potential “product” launches and assess the viability of profitability for these products
Preparing business cases to support new investment, strategic and other business decisions

• Team
Building a high-performance FP&A function based on understanding of what best-in-class looks like
Review existing processes and procedures to develop recommendations for improvement efforts
Develop the team through coaching and mentoring with a strong focus on learning and progression

The current duties of this job do require a criminal records (Disclosure Scotland) check to be carried out
 
REQUIRED QUALIFICATIONS, SKILLS, EXPERIENCE & KNOWLEDGE

Qualifications
• Fully qualified with a relevant professional accounting qualification (ACCA, CA or CIMA);
• Degree Level qualified with high quality directly relevant experience.
Experience
Essential:
• Significant and varied post qualifying financial management and leadership experience, Strong cross functional business partnering and FP&A background
• Experience of influencing and advising at a senior level to secure necessary organisational engagement and change required to implement financial best practice processes.
• Proven experience in a senior financial leadership role, with the ability to coach, influence and motivate a large team of staff (qualified and non-qualified).
• Demonstrable experience of using a Significant analytical skillset, including the utilisation of BI, modelling and reporting tools to deliver large complex initiatives.
• Experience in leading and delivering significant projects, within a complex organization to achieve growth, ensuring these are delivered on time and within budget.
• Experience in creating and leading periodic and long term Budgeting and Forecasting processes for large complex organisations
• Demonstrable experience of ability to communicate data-driven insights through charts and visuals. Strong oral and written communication skills
Desirable:
• MS Dynamics 365 Experience;
• Charities/Third Sector Experience.

Skills & Knowledge
Essential

• Must be highly motivated with a proactive approach to generating the best outcomes for the Trust
• Ability to consider the strategic direction of the Trust & identify opportunities, to accept challenges and responsibility, and initiate and implement positive change which support growth and sustainability
• Excellent people management skills, including motivating and managing people through change
• Ability to lead at a Strategic level, interpreting Trust Strategies and providing advice and guidance to support the delivery of organization wide objectives
• Ability to provide strong leadership of complex and diverse corporate services operations, including capital projects, and provide vision and structure to the team supporting delivery
• Excellent communication skills and confidence in dealing with a wide range of specialist and non-specialist staff at all levels, including excellent narrative report writing skills and able to present complex financial information in an understandable way.
• Well-developed analytical and numerical skills with a high level of attention to detail and accuracy.
• Ability to work under pressure, juggling conflicting priorities, managing change and delivering to tight deadlines without compromising accuracy or work or provision of customer service
• Excellent Computer Literacy skills; an advanced user of spreadsheets; and ability to assimilate and adapt quickly to new packages and other information technologies and systems. Must have the ability to look at systems from a strategic perspective and identify future opportunities for process improvement or automation

DIMENSIONS AND SCOPE OF JOB
People Management
• Direct line management of 4 Finance Managers.
• Organisation Structure is as follows:

• Responsible for the continuing professional development of the resources within their responsibility.
• It is imperative that the post-holder is confident in dealing with colleagues at all levels within the organisation.

Financial Scope
• Not a budget holder;
• The post holder will need to make sound, justifiable decisions with regard to financial issues and organisation wide process change. These will generally be required only after consultation with senior staff.

The Key Responsibilities, Scope of Job, and Required Qualifications, Skills, Experience & Knowledge reflect the requirements of the job at the time of issue. The Trust reserves the right to amend these with appropriate consultation and/or request the post-holder to undertake any activities that it believes to be reasonable within the broad scope of the job or his/her general abilities.

The role

To carry out a range of support and coordination duties enabling the continuous development and implementation of sustainability policy throughout the organization in recognition of RZSS’ legislative obligations and the society’s vision and mission. Being a front-line ambassador for sustainability, building relationships and proactively maintaining communication with all key stake holders. Ensures the smooth running of the wider Property & Estates office providing administrative support where required acting under appropriate guidance and direction.

Some of the things you’ll do:

* Assist the Projects & Sustainability Manager in the maintenance and administration of the RZSS Environmental Management System (EMS) manual and related documents, ensuring continued compliance.
* Support line manager in researching and preparing written case studies on sustainability initiatives. Responsible for recording and monitoring KPI data, including reducing utilities dependency, increasing recycling rates and monthly utility usage across both sites, reporting anomalies to the Projects & Sustainability Manager.
Investigating and rectifying any on site waste issues which occur.
* Coordinate the submission of updated material for RZSS internal (e.g. weekly team brief) and external (e.g. social media) communications and the dissemination of internal communication across the department to agreed timelines, quality and budget.
* Proactively educate and train staff on best practices and work with them to find workable solutions to environmental/ sustainability issues.
* Representing Sustainability at RZSS public engagement and green team meetings; to include leading on and coordination of green team activities.
* Coordinate material ordering and stock control processes for the department, working to agreed procedures, budgets and standards.

What we’re looking for:

* Competent in Microsoft Office (Word, Excel, Outlook)
* Assertive communicator, e.g. confident in dealing with queries and using a range of influencing skills to communicate effectively with a wide range of internal and external people on the phone, email and face to face
* Awareness of sustainability and environmental performance.
* Working with minimal supervision, demonstrating good organisational skills, e.g. prioritising workload and accommodating changing priorities
* Able to implement, maintain and improve record keeping and reporting systems
* Experience of working with environmental management systems (ISO14001:2015)

Please see the role profile for further information on what the role involves and essential/desirable criteria.

We have an opportunity for an IT professional to join our established team in a role suitable for a recent IT graduate.

Passion, enthusiasm, proactivity and curiosity are all core requirements. We are looking for someone who also has energy and flair to be able to think and act entrepreneurially in a rapid and developing spirits sector business. A dash of fun and good humour will also be required! 🤩

This is a fantastically varied role, supporting all facets of the business. The role will give the right person both the depth and breadth of experience across many first line IT support service activities.

Due to the nature of the role, the role is based on site at our head office premises in West Lothian.

Please visit our recruitment website where you can discover more information about this role, and find out how to apply direct.

www.ianmacleod.com

***no agency contact required***

PURPOSE OF THE ROLE

The Dynamics Analyst will provide substantial subject matter expertise in Microsoft Dynamics and business analysis, including the architecture, configuration and technical support for the National Trust for Scotland’s Dynamics platforms. This role will, primarily, focus on the Finance & Operations system and, when required, deputise for the Applications Manager with responsibility for the Trust’s other corporate applications including the Customer Relationship Management, Human Resources and Retail platforms during the Application Managers absence.

The Dynamics Analyst’s role will own and manage the technical roadmap for on-going system updates and for the planned customisation and enhancements proposed by the Trust. This includes the implementation of new modules and features whilst ensuring the platform continues to work with the Trust’s wider, integrated systems such as HR, CRM and Retail. This will require a detailed knowledge of Microsoft’s product roadmaps and constant review and revision of the Trust’s change plans to fully coordinate and slipstream both on-going product changes (Microsoft driven) with configuration and development changes the Trust wish to make to the service.

The role will actively, own, identify and propose solutions to operational challenges through detailed knowledge of both the platform and financial processes. This will require excellent skills in capturing and documenting Finance’s needs in a manner that can be accurately translated into technical work packages for delivery by the Trust’s 3rd party service providers. Therefore, supporting the delivery of incremental process improvements in both the way the current system functions and the realisation of better processes for the Finance team so they can fulfil their role to the Trust.

As the role is new to the ICT department, the candidate will have the mandate, with guidance from the Application Manager, to expand the remit of the role as the service to the business matures.

The role will also provide prompt, inhouse technical support to the Finance team, working to the IT department’s defined Service Level Agreements and contributing to the department’s Key Performance Indicators. This includes working in conjunction with IT colleagues from Infrastructure and Service as part of the department’s helpdesk processes. A key factor of success for this role is the collaboration with the Finance team to facilitate operational process improvements via the programme of changes (The Big List). This also includes supporting the processes of creation and development of management information and operational reporting. This will require skilled stakeholder management to balance operational need with cost-effective use of the system

PURPOSE OF THE ROLE

The treat of a cyber-attack of the Trust’s computing systems is one of the greatest risks that the organisation could face, with the possible impact of severely disrupting the organisation’s goals and objectives. A successful attack could disable a broad spectrum of computing services from, email and telephony, to accessing critical information and systems such as financial, membership and collections data for an extended period. This would make the day-to-day transactional business of the Trust extremely challenging. The resulting impact on the Trust’s reputation would be costly and long lasting. Currently, the ICT department do not have dedicated resource specifically allocated to the proactive management of computer security. The role’s responsibilities are currently split across the Support Services and Infrastructure teams, with no one holding any computer security qualifications or direct cyber security experience. The split of responsibilities and lack of expertise make adopting a wholistic approach to security management challenging while increasing the risk of errors in the execution of our security processes a real and credible possibility. An example being the slow progress made to address the risks raised as part of the Internal Audit Report 2020/21 on Cyber Security Arrangements by Grant Thornton. The provision of a dedicated Cyber Security Analyst would provide focus and impetus to resolve these issues in a far short period.

Security responsibilities compete with the teams’ core daily tasks and at peak times are often given a lower priority while they deal with the volume of work. It is therefore critical that a dedicated security resource is made available to focus and manage the Trust’s defences and stay on-top of the rapidly changing breadth and depth of possible threats.

The primary purpose of the role will be to provide a dedicated focus, solely on the protection of the Trust’s computing services from a range of “hacking” activities and digital crime. The role will own, strategise and manage the Trust’s cyber defences. They will monitor, detect and react to security threats (‘events’) using our current tools and services. They will review and specify new tools and procedures to constantly improve the Trust’s security posture. Using a high level of autonomy and best practice, they will review logs files and system alerts ensuring possible threats are analysed, assessed, and addressed immediately. Regular reports on threats, intrusion attempts, and false alarms will be included in their remit and included in the department’s monthly Management report pack to ExCo. The role will own, manage, and maintain suitable security plans and roadmaps specifically to address security threats to the Trust’s computing environment.