Financial Operations | Executive Officer

Summary

Role summary:

EOs in Financial Operations are responsible for ensuring transactional activities are completed accurately and efficiently. This could be through a business facing role, or through working with finance colleagues. They may cover one area of Financial Operations or a number of processes for particular business areas.

They will act as the first point of contact for business areas and other parts of finance to provide support and advice to ensure processes are completed compliantly. The post holder will play an active part in raising financial awareness and capability across the Department.

In job training can be provided for this role. EOs gain a solid foundation of financial processes and are supported in considering options for studying financial qualifications.

Typical Role Responsibilities

EOs are expected to:

• Partner with business areas and other stakeholders to help them follow processes accurately
• Place specific effort and resource to fix issues and respond to Service Level Agreements
• Accurately record transactional / process level data and support an appropriate level of evidence collection

Entry Route

May be suitable for staff with the required skills from outside Finance

Typical Qualifications

Recommended:

• Level 4 qualification with AAT, CCAB or CIMA
• Working towards qualification with CCAB, CIMA or equivalent

Responsibilities

Tasks

• Partnering with business areas and other stakeholders to help them understand and follow finance polices relating to own area of work

• Preparing and analysing statistical reports

• Proactively solving problems in business areas and ensuring remedial actions are taken

• Reviewing areas of poor performance and progress with corrective actions

• Ensuring effective audit trails to support transactions, reconciliations and approvals.

• Overseeing the delivery of timely payments and receipts, in line with contractual terms and targets

• Becoming a visible expert and point of escalation for their business areas

Expectations

Behaviours

For details of Behaviours read the Success Profiles guidance on GOV.UK.

• Working Together

• Managing a Quality Service

• Delivering at Pace

• Communicating and Influencing

• Making Effective Decisions

Interpersonal Skills

• Good communication skills and ability to work with their team and stakeholders effectively to ensure delivery of outputs

• Good organisational skills and ability to manage competing priorities

• Strong attention to detail and excellent record keeping skills

• Ability to work as part of a team

Professional Skills

Key for Levels of Professional Skills

A = Awareness

W = Working

Qualifications

Recommended

• Level 4 qualification with AAT, CCAB or CIMA

• Working towards qualification with CCAB, CIMA or equivalent

• Details of how to gain a finance qualification through an apprenticeship can be found here:

  • Apprenticeships on OneFinance
  • Apprenticeships on Civil Service Learning

Entry and Progression Routes

Entry Routes

Within Finance

This role may be suitable for individuals with the required numeracy and data analysis skills.

From Outside Finance

This role may be suitable for individuals with the required numeracy and data analysis skills, an interest in financial processes and who are considering joining the finance profession.

Progression Routes

This role is an excellent entry route into the finance profession and will provide a solid working level knowledge of financial processes. Individuals in this role typically move into other EO roles in finance or progress to Financial Operations HEO