Financial Operations Manager Job Description


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Are you looking for a Financial Operations Manager Job Description? What does a financial operations manager do? This job description template provides a sample that simplifies the process for the positions that you need to fill. 

When you are recruiting a new Financial Operations Manager, a reusable job description model can be useful. Since it's a description of an open vacancy in your organization, a model can be easily tailored by adding specific requirements, responsibilities, job duties, and skills required by the person that will perform the role. This Financial Operations Manager Job Description has ways to grab its audience’s attention. It is drafted by HR professionals, intelligently structured and easy to navigate, and provides the major categories that you should include. For example:

Job title: emphasize the formal title of the position as a header.

Job purpose: a brief description of the overall goals and general nature of the position. This can be an overview of why the job exists and what the role is expected to accomplish. The job purpose is usually a summary and not more than four sentences long.

Reports to: specify the role/title of the position that the person that gets the job reports to.

Duties and responsibilities: list the primary job duties and responsibilities using headings and provide examples of core activities under each heading. This is important when working with the Finance Team:

  • Compile and agree annual budgets, rolling quarterly cash flow forecasts and 3-year plans for a debit turnover commercial business.
  • Take primary responsibility for all IT-related issues.
  • Implement and manage new systems for customer relationship management.
  • Produce Sage files for auditors, and ensure completion of accounts and filing for Companies House purposes.
  • Monitor and report performance against plans, and challenge and correct variances to agreed budgets.
  • Produce monthly management accounts.
  • Approve purchases according to established procedures.
  • Supervise bookkeeper and data input clerk.
  • Address tenant financial issues, including ensuring accurate billing for rent and services.
  • Ensure debts are reclaimed.
  • Oversee payroll service.
  • Recommend and when authorized implement cost-efficiencies.
  • Maximize income from surplus cash in bank deposits.

Qualifications: provide the minimum qualifications required to perform the job successfully, for these categories:

  • Education;
  • Professional Certification;
  • Experience;
  • Specialized knowledge;
  • Skills;
  • Abilities;
  • Other qualities such as personal characteristics.

Working conditions: provide whether a person has to work in special circumstances, such as shift work, working outdoors, working with challenging clients, etc. 

Physical requirements: describe whether the job is physically demanding, for example, lifting heavy objects on a regular basis, if standing for extended periods of time is needed or the job contains mostly repetitive tasks, or if traveling is demanding, lunch breaks are uncommon, and so forth.

Direct reports: specify by job title any positions to be supervised by the incumbent.

Approved by: specify who gives the authorization to approve the job description draft.

Date approved: the date upon which the job description was approved.

Reviewed: date the job description was last reviewed.

Contact details: include relevant contact details at the bottom of the job description.

Additional conditions: additionally, you might consider adding the following:

  • Opportunities occur to work on a self-employed, consultancy basis - usually on short-term contract work;
  • Describe any kind of training is provided during the onboarding procedure;
  • Alternative common names for the job title;
  • You may specify common daily equipment or tools used;
  • Possibility to work from home.

Ideally, a job description should be reviewed annually and updated as often as necessary. Having a ready-made sample job description will save you and your Human Resources or Recruitment Department time, cost, and effort! To ensure the smooth and efficient running of the Centre and in particular to manage the accounts, bring in and manage a range of new IT systems, ensure good practice in HR, oversee building maintenance, and ensure safe and cost-effective catering and house management..

For that reason, download this sample job description now in order to find and recruit the right candidate for your vacancy or check out other job description samples here.

Also interested in other Job description templates? Browse through our database and get instant access to hundreds of free and premium Job descriptions or other HR documents, HR forms, and more to make you more effective and efficient.


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