Robertson Bell

Are you an experienced Treasury professional with a strong track record of managing liquidity, cash flow and funding requirements? Do you have experience of covenant monitoring, securitisation and lender reporting? Are you available at short notice for a six-month interim assignment? Robertson Bell is recruiting an Interim Treasury Manager to join a West Midlands Social Housing organisation for an initial six-month contract, working on a hybrid basis with the ability to commit to two days per week in the office. The role will provide stability and technical expertise during a period of organisational change, with the immediate priority being to ensure the organisation maintains strong control over its cash, liquidity and funding requirements. Key responsibilities will include: Taking ownership of cash flow management and forecasting. Managing liquidity and supporting loan drawdowns as required. Calculating and monitoring loan covenants. Overseeing securitisation, security and asset cover requirements. Supporting regulatory and lender reporting. Managing key banking relationships and treasury administration. Overseeing and supporting a small Treasury team. Supporting wider tax and statutory reporting requirements. There is potential for the opportunity to develop into something longer-term for the right individual. To be considered, please meet these criteria: Strong, hands-on Treasury experience, ideally within the Housing sector, with the ability to quickly take ownership of key activities. Experience of cash flow forecasting, liquidity management and funding requirements. Knowledge of covenant monitoring, securitisation and/or lender reporting. Applications will be reviewed as they are received, so please apply ASAP if this opportunity is of interest. WV1 1LE

Research Finance Business Partner Location: Liverpool Salary: £39,000 - £45,000 per annum Contract: 12-month fixed-term contract Working Pattern: Hybrid - minimum 3 days per week on-site We are looking for two Research Finance Business Partners to join a busy and collaborative finance team in Liverpool on a 12-month fixed-term basis. These roles offer an excellent opportunity for an experienced finance professional to work closely with a diverse range of stakeholders, providing commercial financial insight across a portfolio of research activity, grants and partnerships. The Role As a Research Finance Business Partner, you will act as a trusted financial adviser to a wide range of internal and external stakeholders. You will provide financial insight, support effective decision-making and ensure research funding is managed appropriately throughout its lifecycle. Key responsibilities will include: Business partnering with stakeholders across a diverse portfolio of research activity. Providing financial advice and commercial insight to support effective decision-making. Managing budgets, forecasts, reconciliations and financial reporting. Monitoring research funding and expenditure against budgets. Supporting the financial management of grants and research partnerships. Working across multiple currencies, including GBP, EUR, USD, KES and TZS. Building strong, effective relationships with a broad range of funders and partners across multiple countries. Applying sound commercial judgement when assessing funding requirements and cash-flow needs. Identifying financial risks and opportunities and providing practical recommendations. Working collaboratively with colleagues across finance and the wider organisation. Supporting stakeholders with financial processes and helping them understand the financial implications of their decisions. About You We are looking for someone who combines strong financial skills with excellent relationship-building and commercial judgement.

Head of Finance (Property & Commercial) London Hybrid Working Permanent £74k to £76k A broad senior finance role spanning property, commercial operations and a growing trading business within a highly respected purpose-led organisation. We're working with a well-established organisation looking for a Head of Finance (Property & Commercial) to take ownership of the financial management across a varied portfolio of properties, shared services and commercial activity. Reporting directly to the CFO, you'll work closely with senior property and operational leaders, providing the financial insight, challenge and support needed to make sound investment and operational decisions. What makes this role particularly interesting is the breadth of what sits around it. You'll be the finance lead across a portfolio that combines property operations, commercial tenants, shared services and a developing trading business, giving you exposure to decisions that go well beyond the numbers. It's a role for someone who enjoys getting under the skin of how an organisation operates, building relationships with people outside finance and using their expertise to help shape what happens next. What you'll gain: A genuinely broad portfolio , spanning property, commercial tenants, shared services and a trading subsidiary. Direct exposure to senior leadership , reporting to the CFO and working closely with property and operational leaders. A mix of financial accounting and business partnering , giving you the opportunity to use both sides of your finance skillset. Ownership of meaningful projects , from investment and refurbishment through to budgets, funding models and longer-term property planning. Scope to shape and improve , with responsibility for strengthening systems, controls and processes across the portfolio. What you'll do: Take ownership of the financial management and reporting across a diverse property portfolio, ensuring income, expenditure, forecasts and controls are well managed. Partner with property and operational teams on budgets, investment decisions, repairs, maintenance and longer-term financial planning. Lead the financial management of a trading subsidiary, including budgeting, reporting, audit, compliance and its relationship with the wider organisation. Oversee VAT, statutory reporting, audit activity and financial controls, ensuring the organisation remains compliant and well governed. Support major property projects, including funding, contracts, capital expenditure and longer-term asset planning. Identify opportunities to improve financial processes, reporting and controls, making finance more effective for operational teams. What you'll bring: A qualified accountant (ACA, ACCA, CIMA or CIPFA) with strong post-qualified experience. Experience across financial accounting, management accounting, reporting and financial controls. Some experience of property finance or supporting property/estates teams. A confident, clear communicator who can build strong relationships while knowing when to challenge, hold the line or escalate an issue. Interested? If you're looking for something broader than a traditional property finance role - with exposure to senior leadership, commercial activity, a varied property portfolio and the chance to genuinely shape how finance supports the organisation - this could be a really interesting next step.

Service Charge Officer Location: Leicester, Hybrid option possible Job Type: Full-time Rate: £30000 - £33000 Contract: Until Feb 2027 We are recruiting for an experienced Service Charge Officer to join a busy finance team in Leicester. This is a full-time hybrid role, combining home working with office and property visits. Key Responsibilities Prepare year-end service charge statements and annual budgets. Validate service charge actuals and investigate variances. Review costs, invoice coding, accruals and prepayments. Manage a portfolio of schemes and respond to service charge queries. Liaise with residents, internal teams, auditors and external stakeholders. Ensure charges are accurate, transparent and provide value for money. Support year-end adjustments and customer communications. Ensure compliance with relevant service charge legislation and regulations. About You The ideal candidate will have: Experience in a service charge finance role , ideally within housing or property. Knowledge of service charge legislation. Strong Excel and financial analysis skills. Excellent attention to detail and organisational skills. Experience working to tight deadlines in a regulated environment. Strong communication and customer service skills. AAT qualification/study towards AAT is desirable, but qualified by exp

A leading social housing organisation is looking to appoint a Financial Planning & Treasury Accountant to take lead responsibility for the Group's long-term financial planning, business plan modelling and key treasury reporting. This is a hands-on role with significant exposure to strategic planning, scenario modelling, stress testing, cashflow forecasting, regulatory returns and treasury management . You will work closely with senior finance colleagues, the Executive Leadership Team and Board, providing clear analysis and insight to support long-term financial decision-making. About the role Lead the production and maintenance of the Group's 30-year Business Plan , including scenario modelling, sensitivity analysis and stress testing. Prepare and coordinate key Regulator of Social Housing submissions , including FFR, SDR, FVA and Quarterly Finance & Risk Survey returns. Monitor and forecast short and long-term cashflows , ensuring appropriate liquidity and debt levels are maintained. Monitor compliance with loan covenants, Treasury Management Policy and treasury Golden Rules , identifying risks and appropriate mitigations. Develop and present financial analysis, business plan outputs and stress-testing results to senior management, Committees and Board. Maintain the Group's asset security and investment property registers , working with external valuers where required. Maintain and report on the Assets & Liabilities Register . Work with finance and operational stakeholders to develop and validate business plan assumptions and ensure plans support the Group's wider strategy and investment requirements. Support the preparation of management information and annual financial statements, including treasury information and supporting audit evidence. Provide financial insight and challenge, helping stakeholders understand key risks, trends and the potential impact of different scenarios. About you The successful candidate will be a qualified accountant with at least five years' post-qualification experience and a strong background in financial planning within the social housing sector. You will have proven experience of: Developing and maintaining long-term financial/business plans , including scenario modelling and stress testing. Extracting and analysing financial information to build robust models and identify trends, risks and opportunities. Preparing FFR and QFRS regulatory returns and submitting information through NROSH+. Advanced Excel, with the ability to manage and analyse large and complex datasets. Cashflow forecasting and financial performance analysis. Producing clear reports and presentations for senior management, Committees and Board . Understanding financial and business risks and developing practical, quantified mitigations. Experience of BRIXX, treasury management, funding covenants, capital markets, asset security and property valuations would be advantageous. You will need to be commercially aware, highly analytical and confident translating complex financial information into clear recommendations for both financial and non-financial stakeholders. What's on offer A senior role with significant responsibility for the Group's long-term financial sustainability and planning . The opportunity to work closely with senior finance leadership, the Executive Leadership Team and Board. A broad remit spanning business planning, treasury, regulatory reporting, cashflow and asset security . The opportunity to influence strategic decisions through detailed financial analysis, modelling and scenario planning. A collaborative environment with scope to contribute to the continued development of financial planning and reporting processes. If you are a qualified accountant with strong social housing business planning experience and enjoy combining detailed financial analysis with strategic decision-making, this could be an excellent opportunity to take ownership of a key area of the organisation's financial strategy.

Interim Service Charge Analyst Full-time & Part-time opportunities available Hybrid £200-£250 pay via Umbrella We're looking for an experienced Service Charge Analyst to join a small and developing team and play a key role in completing and improving service charge accounts. This is a hands-on role suited to someone who enjoys working with financial data, reconciliations and service charges , and who is confident investigating discrepancies, identifying solutions and seeing work through to completion. The Role You'll be responsible for reviewing and reconciling service charge accounts, ensuring costs are accurately allocated and balancing charges are correctly identified and recovered. Key responsibilities include: Reviewing and reconciling service charge accounts. Analysing and reapportioning costs in line with leases. Identifying and correcting misallocations and accounting issues. Investigating variances and carrying out detailed financial reconciliations. Supporting the calculation and issue of accurate balancing charges. Working with Finance and operational teams to validate costs, data and assumptions. Identifying risks around income recovery, cost allocation and financial accuracy. Supporting service charge audits and responding to audit queries. Maintaining clear audit trails and supporting documentation. Helping improve coding, cost allocation, reconciliation and data quality processes. Supporting improvements to future service charge accounting periods. About You We're looking for someone with: Strong experience in financial analysis and reconciliations . Experience investigating variances and resolving financial discrepancies. Advanced Excel and data manipulation skills . Experience with cost allocation and financial analysis. Experience working with service charges within the housing sector . Understanding of leasehold accounting and service charge requirements. Excellent attention to detail and strong analytical skills. The ability to work independently, manage competing priorities and meet deadlines. Strong communication skills and the confidence to question and challenge information where appropriate. Experience with MRI, Orchard Accounts or Open Accounts , and experience supporting financial audits, would be advantageous. The Ideal Candidate You'll be analytical, practical and solutions-focused, with a strong eye for detail. You'll enjoy investigating discrepancies, working with complex financial information and finding practical solutions. Most importantly, you'll be someone who is hands-on, organised and willing to roll up your sleeves and take ownership to get the job done. This is an excellent opportunity to play a key role in completing outstanding service charge accounts while helping to improve processes and financial controls for the future.

Title: Service Charge Advisor Contract type: Temporary Pay: £20 - £25 an hour via Umbrella Hours: Full time Pattern of work: Hybrid We're looking for an experienced Service Charge Advisor to join a small and developing team, supporting customers with enquiries relating to rent and service charges . This is a hands-on role where you'll investigate customer queries, establish the facts and provide clear, accurate explanations. You'll work closely with Finance, Housing, Complaints and other operational teams to resolve issues and ensure customers receive a high standard of service. Key Responsibilities Manage and resolve customer enquiries relating to rent, service charges and ground rent . Investigate queries thoroughly and provide clear, customer-friendly explanations. Take ownership of enquiries from initial contact through to resolution. Work with Finance and other internal teams to obtain information and resolve issues. Support complaints relating to rent and service charges, helping to resolve issues before they escalate. Monitor outstanding enquiries and ensure they are progressed promptly. Support annual rent and service charge variation activity and respond to related customer queries. Identify recurring issues and provide feedback to help improve processes and customer communications. Maintain accurate records of enquiries, investigations and outcomes. About You You'll ideally have: Experience in service charges, rent, housing, finance or a similar customer-facing role . Experience investigating and resolving customer queries. Strong written and verbal communication skills. Excellent attention to detail and confidence working with financial information. Good organisational skills and the ability to manage competing priorities. A proactive, practical and solution-focused approach. The confidence to ask questions, investigate issues and take ownership of your work. Experience within a housing association or local authority , along with knowledge of service charges, rent structures, leasehold or housing systems, would be advantageous. If you enjoy solving problems, getting into the detail and providing excellent customer service , this could be a great opportunity to make a real difference.

Are you a Social Housing rents specialist with extensive experience of delivering annual rent-setting exercises? Do you have detailed knowledge of the Rent Standard, formula rents, rent caps and the regulatory framework governing Social Housing rents? Are you available at short notice for a 3-6 month interim assignment? Robertson Bell is recruiting an Interim Rent and Income Manager to join a London-based Social Housing organisation for an initial 3-6 month contract. The immediate priority will be taking ownership of the organisation's annual rent-setting exercise, ensuring rents are calculated accurately, compliantly and implemented correctly across relevant tenures. Key responsibilities will include: Leading the end-to-end rent-setting process. Calculating and validating formula rents, rent caps and annual increases. Ensuring compliance with the Rent Standard and relevant legislation and regulation. Reviewing rent and property data, identifying anomalies and resolving discrepancies. Undertaking reconciliations, testing and quality assurance. Strengthening rent-setting processes, controls and data quality. Providing technical advice to Finance, Housing and other stakeholders. The role is a Manager grade position with no requirement for line management - meaning the successful candidate can focus on delivering without distraction. The role is based in the London office, twice per week. We are looking for someone with: Significant Social Housing rent-setting experience Strong technical knowledge of the Rent Standard Excellent analytical and Excel skills. Applications will be reviewed as they are received, so please apply ASAP if this opportunity is of interest.