The Head of Finance will primarily have responsibility for planning, implementing, managing and controlling all financial-related activities. You will have direct responsibility for the finance function. 

The role will also be responsible for partner relationships with external accountants and auditors.

The successful candidate will be joining Eikon at an exciting time as the organisation builds innovative ways to deliver services to young people, including strengthening the evidence to influence increased strategic investment in preventative and early support for children, young people and the adults around them. You’ll be a crucial part of the leadership team, contributing to the vision and strategy of the whole organisation, and ensuring the organisation is in control of its current and future financial position and strategy to achieve Eikon’s vision.

To succeed in this role, you will need to manage competing priorities and build effective relationships with senior level colleagues and teams, the Finance Trustee and the Board of Trustees.

You will ensure systems, internal controls and financial management are in place to meet Eikon’s financial, contractual, statutory and legal responsibilities.

Responsibilities:

Day to day financial management of the organisation, including:

• Ensuring the delivery of monthly management accounts
• Building and maintaining the systems for setting and managing annual financial organisational plans, budgets and quarterly forecasts
• Proactively manage the income and expenditure of the charity advising the management team on income shortfalls and overspends on expenditure relating to unrestricted and restricted funding
• Oversee and manage the charity’s finance operations including expenses, invoicing, payments and cash management
• Developing greater financial literacy across the organisation by building and maintaining accessible and clear systems and processes, and providing advice to budget holders
• Reporting to the Eikon Leadership and Management Teams, Audit and Finance Committee and the Board of Trustees
• Support and review of funding applications, commercial arrangements and contractual performance

Leadership across the charity:

• Contribute to Eikon’s overall vision and strategy through membership of the Senior Leadership Team
• Contribute to monitoring the performance of the charity against its key objectives and to any corrective action that is needed
• Working with the CEO, Senior Leadership Team, the Finance Trustee, develop and implement the financial strategies that enable the successful delivery of the organisational vision and strategy
• Provide insightful financial analysis to inform key decision-making on growth opportunities, ensuring a balance between risk management and sustainable organisational expansion
• Develop appropriate process and systems improvements across the organisation that enable performance enhancements of the finance function

Maintain effective internal accounts and leading on statutory reporting and annual audit, including:

• Ensuring financial procedures and delegated authorities are fit for purpose, adhered to and up to date
• Ensure compliance with applicable legislation and regulatory guidance for financial and tax reporting
• Ensure compliance of all statutory requirements and accounting in accordance with the Statement of Recommended Practice (SORP) and the Companies Act
• Lead on the preparation of the Annual Statutory Financial Statements, liaise with auditors and ensure accounts are filed on time with the Charity Commission and Companies House

The Early Intervention Practitioners will provide preventative, early intervention support to children, young people and their families in primary schools in Runnymede, Waverley and Surrey Heath, through delivering a range of evidence-based interventions to enable each young person to realise their potential, cope with the normal stresses of life, work productively and fruitfully within their school, and make a positive contribution within their community.

Responsibilities

Design, deliver and review evidence-based interventions for children and young people which aim to improve mental health and well-being and build on existing strengths

• Assess the needs and strengths of the referred young person and help them to identify individual goals to achieve desired change (Goals Based Outcome Assessments)
• Provide support to young people facing a wide range of issues, in both one to one and group settings to address emerging needs and help build resilience, develop coping strategies and improve their mental health & wellbeing
• Provide advice, guidance and signposting through a range of activities, to young people and their families, that will connect them to resources that will support young people’s wellbeing
• Gain input from and provide input to parents and carers regarding the support offered to their children and young people, recognising the valuable role they play in their child’s wellbeing
• ​To operate at all times from an inclusive values base, which recognises and respects diversity and ensures all work is sensitive to a range of ethnic, cultural and religious groups, is gender sensitive and anti-discriminatory

Develop and maintain relationships with key school staff in primary schools and Schools Based Needs Team

• Work collaboratively with pastoral staff in school, Surrey Wellbeing Partners, Surrey and Borders NHS Partnership, Surrey Children’s Services, local Mental Health Support Teams and other community-based services to provide the most effective service for children, young people and families
• Ensure that children and young people with more intensive support needs are put in touch with relevant Intensive Intervention services (whilst continuing to provide support until the intensive support is in place)​

Impact, Monitoring Evaluation and Reporting

• To record accurately individual engagement and evidence of change using appropriate outcomes data to ensure support programmes can be accurately monitored and evaluated
• To record all activities and administration associated with support provided to a child/young person
• To collect and share case studies that demonstrate good practice and the impact of interventions on outcomes for children and young people
• Work with colleagues and line manager to ensure that your work is aligned to organisational strategy, key objectives and annual plans and budgets

Organisational requirements

• Work within Eikon’s equal opportunities, health & safety, and safeguarding policies at all times
• Understand and act when safeguarding issues need to be escalated
• Work as part of a team and attend team meetings, training events and participate fully in 1:1
• Work co-operatively and under the management of The Eikon Charity staff to ensure the highest quality of delivery and support
• Work within Eikon’s internal policies, safeguarding and data protection regulations
• Be responsible for equipment/resources
• Work some planned evenings or weekends
• To promote, monitor and maintain health safety and security in the working environment
• Attend and actively participate in regular clinical supervision

To raise voluntary income from a range of Grantmakers including Trusts, Foundations and local Government grant funders contributing to an overall team target of £1-million. Working effectively within the team unit and across the organisation you will meet individual targets through building excellent relationships with funders, leading to more young people reached by Eikon’s services.

Income generation

• Raise voluntary unrestricted and restricted income through submission of high-quality proposals (60% of time)
• Lead on developing the portfolio of funders, joining external networks, seeking out leads from internal staff/ trustees and developing intelligence on potential funders.
• Provide support as requested for significant strategic opportunities to support the Grants & Partnerships Lead.
• Develop an effective approach for raising unrestricting income.
• Work to agreed metrices including an annual target of £120,000-£150,000/year (exact target will be dependent on working hours agreed and level of experience), a set number of bids and reports submitted monthly, number of multi-year commitments and lifetime value of grants (to be agreed).

Target Audience

Portfolio to include Surrey and Regional based funders including trusts, foundations and local government grant funders. Some of these will be existing, and some to be identified.

Account Management

• Provide excellent account management to grant funders.        
• Optimise funding potential and retention of funders through quality and timely reports, regular communication including meetings, and through building excellent relationships.
• Thinking creatively, working with colleagues organise own events/opportunities to increase engagement of funders e.g. project visit, garden open day
• Identify other funding opportunities through relationships, for example for Major Donors, Corporate partnerships and Individual Givers.
• Lead on administration for all designated grants including thank you letters, updating Donorfy and sharing info/updates across the team (comprising approximately 15% of the time).

Internal Reporting

• Manage accurate and up to date pipeline information on Donorfy, being able to pull reports for information and analysis including:
  • Provision of data and narrative for monthly team meetingsContribution to Board reporting with narrative and pipeline information

Quality and standards

• Ensure all staff and volunteers understand and deliver within Eikon’s safeguarding policies and practices when taking part in fundraising activities.
• Ensure all activities follow the relevant Fundraising Codes of Practice and Eikon’s Ethical Fundraising Policy.
• Prepare relevant Grant Agreements and contractual information.
• Carry out risk assessments for all activities for which you are responsible.
• Carry out required basic due diligence on new funders.

Finance and resources

• Operate within organisational approved budgets, policies and procedures.

Communications and relationships

• Support and liaise with the Marketing Communications Coordinator to deliver relevant and effective content and materials.
• Proactively increase social media activity through provision of content and encouragement of funders to engage.

Strategy/transformation work

• Contribute to Engagement and Services Team’s annual plans and budgets and the Grants high level strategy.
• Provide coordination and organisation of internal team planning meetings and workshop, including timings, agenda items and preparation of meeting/workshop materials.

Organisational requirements

• Work within Eikon’s equal opportunities, health & safety, and safeguarding policies at all times
• Understand and act when safeguarding issues need to be escalated
• Working hybrid, with the New Haw office as the designated place of work. Expectation to be office based 1-2 days per week with availability to attend regular external meetings across Surrey. Some may fall outside working hours and on weekends
• Work co-operatively and under the management of The Eikon Charity staff to ensure the highest quality of delivery and support
• Work within Eikon’s internal policies, safeguarding and data protection regulations
• Be responsible for equipment/resources
• To promote, monitor and maintain health, safety and security in the working environment