THE IVEAGH TRUST - We Build Communities - Director of Finance Recruitment Pack March 2021 - Campbell Tickell
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Director of Finance
Recruitment Pack
March 2021
THE
Draft v1 - The Iveagh
Trust - Director of Finance - 13.01.21.d
IVEAGH
TRUST
We Build
Communities
The Iveagh Trust March 2021 1
Director of Finance
Your application
Thank you very much for your interest in this post. On the following pages, you will find details of the role
and the selection process to assist you in completing and tailoring your application. In order to apply you
should submit:
• An up-to-date CV which shows your full career history – we recommend that this is no longer than
three pages;
• A supporting statement explaining why you are interested in this role, detailing how you are a good
candidate for this post and how you fulfil the person specification – we recommend that this is no
longer than three pages;
• The declaration form, noting that completion of the equalities section is not mandatory, this is
requested for monitoring purposes in line with our commitment to equality and diversity; and
• Indicate on the declaration form if you cannot attend any of the interview dates.
Please note that applications can only be considered if all the documentation is complete. Please submit
your completed application documents using the online form, which is accessible via our jobs page:
https://www.campbelltickell.com/jobs/
Applications must be received by Friday 26th March (9am)
Please ensure we receive your application in good time. If you do not see an onscreen confirmation
message after submitting your application using the online form, please call us on 020 3434 0990.
Do call me if you wish to have an informal discussion about the role and organisation, or if you have any
other questions to help you decide whether to apply.
Kind regards
Kelly Shaw Greg Campbell
Senior Associate Consultant Partner
07900 363803 020 3434 0990
kelly.shaw@campbelltickell.com greg.campbell@campbelltickell.com
The Iveagh Trust March 2021 2
Director of Finance
Contents
Welcome to the Iveagh Trust 4
About the Iveagh Trust 5
Senior Management Team 6
Our Board 7
Structure Chart 10
Role Profile 11
Person specification 13
Key terms and conditions 14
Key dates and the selection process 15
The media advertisement 16
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The Iveagh Trust March 2021
Director of Finance
Welcome to The Iveagh Trust
Dear Applicant,
I am delighted that you have expressed an interest in joining The Iveagh Trust. For over 130 years, the
Trust has been providing quality accommodation to families and individuals, including those experiencing
homelessness in Dublin. We are intensely proud of our heritage of building communities to provide stability
and security where people can flourish. Our ethos guides us as an organisation and is taken from our
founder, who was passionate about putting tenants at the heart of all we do, a principle that has remained
with us ever since.
The Trust’s long tradition also includes innovation: from the first far-sighted new communities the Trust
built over 100 years ago to devising and operating the Payment and Availability Agreement, which has
become the mainstay of AHB housing finance and provision in Ireland. We are committed to innovation and
growth, bringing new communities to life in the Iveagh Trust tradition. We also have a big job in asset
management and preserving the wonderful architectural and social heritage we were bequeathed.
The Finance Director role is varied, diverse and, we hope, exciting! It’s someone who can head up the
Finance function, leading a change management process to introduce new systems and procedures, as well
as the accounting and reporting requirements of a regulated entity. But we want someone with a passion
and interest in what we do: in building communities, social housing, and ending homelessness. We need an
active and positive contributor to the senior management team; someone with an interest in the details of
property transactions, someone who will get to know and care about all aspects of the Trust and its
operations and provide strategic advice and input.
The Board of Trustees is an active, knowledgeable and committed body of experienced professionals with
experience in business, property, law and other areas. We benefit from the leadership and enthusiasm of
Rory Guinness as Chairman, and other members of the Guinness family who link us with our roots and drive
us in our mission. Operationally, our staff team are experienced and characterised by their strong
commitment to tenants and willingness to go the extra mile.
I hope that this overview, together with the more detailed information set out in this information pack
provides a sense of why The Iveagh Trust is a great organisation that needs a great person to provide the
financial and strategic insight to help us grow and develop.
Many thanks for your interest and on behalf of the Board, I very much hope you will apply to join us and
help shape our ongoing success.
Yours sincerely,
Aidan Culhane
Chief Executive
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The Iveagh Trust March 2021
Director of Finance
About The Iveagh Trust
Founded by Edward Cecil Guinness in 1890, The Iveagh Trust is the oldest housing charity in Ireland.
We are a statutory trust established under the Iveagh Trust Acts 1899 and 1961 and a registered housing
charity. The Trust is an Approved Housing Body and operates on a not-for-profit basis.
Today, the Trust provides over 1550homes around Dublin, offering a range of housing options including
general needs housing for families, supported housing for older people and accommodation for men
experiencing homelessness at the Iveagh Hostel.
Our Mission
The core mission of the Iveagh Trust is the provision and management of quality housing and everything we
do is directed towards furthering this aim. Our mission as set down in our founding deed is:
“The amelioration of the conditions of the working population of Dublin and their modes and manner of
living, by the provision of improved dwellings”.
Building Communities
Our aim is not just to provide homes, but to put in place the supports and services to help our communities
thrive. A team of dedicated estate managers and caretakers are on hand to help make our communities
great places to live. Many staff also live in our communities and we pride ourselves on our on-site estate
management model, and establishing a relationships between tenants and staff.
Our Strategy
With plans to add a further 400 new homes by 2023, the Trust is actively seeking suitable opportunities to
build or acquire housing in conjunction with our partners; the Local Authorities, the Department of Housing
and the Housing Finance Agency.
The Iveagh Trust’s model is to develop housing at scale in distinctive schemes – a scale that enables the
Trust to deliver its onsite housing management model, putting in place the supports and services to build
and sustain thriving communities.
Further information about The Iveagh Trust can be viewed here and publications can be viewed here.
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The Iveagh Trust March 2021
Director of Finance
Senior Management Team
Aidan Culhane – Chief Executive
Aidan Culhane is the Chief Executive of The Iveagh Trust. He was
formerly Director of Housing at Urbeo Residential, a private sector
rental housing fund he helped to found and establish. He served as
special adviser to the Minister for Housing and Planning at the
Department of Environment, Community and Local Government
from 2011 to 2014. Prior to that he served as an elected member
in local government and was chair of Housing and Planning
Strategic Policy Committees. Aidan is a Chartered member of the
Chartered Institute of Housing, a Chartered Town Planner and
Chairman of the Royal Town Planning Institute Ireland. He is the
author of several articles and book chapters on topics such as
affordable housing, regeneration and homelessness.
John Mahony – Director of Housing
John Mahony has spent all of his working life in the provision of
management services to tenants in the social housing sector. After
leaving school, John started work as a clerk with the London
Borough of Islington. He was quickly promoted and by the age of
18 he was an Estate Manager in the council’s Housing Department.
Further promotion soon followed culminating in his appointment
as Principal Housing Officer with overall responsibility for the
provision of front line housing services to thousands of tenants
with management responsibility for a large team of Estate
Managers and Caretakers.
John moved to Ireland in November 2000 to take up his current
position as Director of Housing with the Iveagh Trust where his
skills and experience help to ensure that Iveagh Trust tenants
receive a consistently high quality management service.
The full staff team can be viewed here
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The Iveagh Trust March 2021
Director of Finance
Our Board
Hon. Rory Guinness - Chairman of the Board of Trustees
Rory has a degree in Politics from the University of East Anglia and has post
graduate diplomas in Financial Management from the London School of
Economics, in Law from City University and in Marketing from the Chartered
Institute of Marketing. He graduated from the Irish Council for Social
Housing/National College of Ireland training courses in social housing with
three Certificates; in Housing Management, Social Housing Development and
Special Needs Housing. He is a fellow of the Chartered Institute of
Management.
He has been Chairman or non-executive director of numerous companies in the
property, security and financial services sectors. He is also on the Governing
Body of the Lister Institute for Preventative Medicine and St. Patrick’s
Cathedral, Dublin. He is the author of “The World of Guinness”, a short history
of the Guinness Brewery and family. Currently he is undertaking an MSc in
Public Policy and Management at the University of London.
Rory has been a Trustee of the Iveagh Trust since 1999 and was appointed
Chairman of the Board of Trustees in 2019. Rory is also a member of the
General Purposes Committee.
Lord Iveagh - Right Hon. Arthur Edward Rory Guinness
Lord Iveagh FIAgrM, DL, is the great-great-grandson of Edward Cecil Guinness,
the first Earl of Iveagh and founder of The Iveagh Trust.
After studying business and agriculture at University, Edward took an active
role in the House of Lords in the UK Parliament, sitting as a Cross-Bench
Independent Peer, one of his subject areas being youth homelessness. Born
and bred in Dublin, Edward has a diversified business portfolio, including
agriculture, financial services and recreational leisure activities.
In the public sector, he has been actively involved as a board member on
economic development and tourism boards. In the voluntary sector, he is active
in housing, medical and agricultural charities. Lord Iveagh has been a Trustee of
the Iveagh Trust since 2011.
Hon. Kieran Guinness - Nominations Committee
Kieran Guinness has been a Trustee of the Iveagh Trust since 1979. He has a
degree in Botany from Oxford University and farms in Castleknock and Co.
Westmeath. He has developed and maintained a keen interest and involvement
in the business of the Trust paying particular attention to the wellbeing of the
tenants, the impact of Trustees’ decisions on the tenants and the promotion of
a community spirit within the Trust’s estates.
He is a strong advocate of the aims of the founder, particularly that of giving
“assistance to individuals to improve their conditions”. As the longest serving
Trustee, he has a very good overview of the way the Trust has operated over
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The Iveagh Trust March 2021
Director of Finance
the years.
Patrick Guinness - Audit & Risk Committee
Patrick is an historian and author, having written the first biography of Arthur
Guinness. He was educated at Winchester College and Trinity College Dublin.
Patrick continues his father’s business in real estate development and is a
financial analyst.
He formerly represented Sotheby’s in Ireland and is past President of the Irish
Georgian Society. A Trustee of the Iveagh Trust since 2005, Patrick is also a
member of the Trust’s Audit & Risk Committee.
Charles Coase – Chair, General Purposes Committee
After a career of over 25 years with Diageo in a variety of finance roles, Charles
is now an independent pension scheme trustee. With Diageo until end 2014,
Charles worked in London, Scotland, Hong Kong and Ireland, in various market
and regional Finance Director roles and then latterly corporate roles such as
Group Treasurer, Group Controller and Head of Global Audit & Risk. Charles is
now chairman of the pension trustee boards for the pension schemes of a
number of companies, including Diageo (UK and Ireland), Ulster Bank Ireland,
Aviva Ireland and Dublin Airport Authority.
Charles is a member of the Governing Authority of University College Dublin,
one of Ireland’s leading universities with some 25,000 students, where he
chairs the Finance, Remuneration & Asset Management Committee. He is a
fellow of the Institute of Chartered Accountants of England and Wales.
Margaret Fleming – Chair, Asset Management Committee
Margaret Fleming MA Dip Surv FRICS FSCSI is an Independent Non-Executive
Director of Hibernia REIT and Activate Capital.
Until 2019, Margaret was an International Director of JLL, with over 30 years’
experience in property investment strategy and transactions. She is a Chartered
Surveyor and a member of the Irish Council of the Urban Land Institute.
Margaret was appointed a Trustee of the Iveagh Trust in 2015. She is Chair of
the Asset Management Committee and is also a member of the General
Purposes Committee.
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The Iveagh Trust March 2021
Director of Finance
Imelda Reynolds - Asset Management Committee
Imelda Reynolds is a practicing Solicitor with over 30 years’ experience and is
Chairperson of Beauchamps, a top Irish commercial law firm.
Imelda holds a B.C.L. from University College Dublin (UCD), a Diploma in
European Law (UCD) and a Diploma in Corporate Governance (UCD). She is also
a Chartered Director (IOD).
A past President of Dublin Chamber of Commerce, Imelda now chairs the
Governing Body of Technological University Dublin and the Aquaculture
Licences Appeals Board. She is a Council Member of the Law Society of Ireland
and chairs the Law Society’s Regulation of Practice Committee. She is also a
Council member of the Institute of Directors.
For The Iveagh Trust, Imelda is a member of the Asset Management Committee
and a Trustee of the Iveagh Trust pension schemes.
Seán Shine - General Purposes Committee
Seán Shine is CEO of The Paragon Group – an international group providing
customer communications, identification and graphics services to companies
globally. Sean was formerly Senior Managing Director in Accenture with
responsibility for the Accenture Public Service business in Europe, Africa,
Middle East and Latin America. Sean qualified as a Civil Engineer in University
College Cork and is a fellow of the Chartered Institute of Management
Accountants (CIMA). Sean is a former Chairman of CIMA Ireland and former
President of CIMA in the Republic of Ireland.
Sean has served on the Iveagh Trust since August 2018 and is a member of the
General Purposes Committee.
Kate Quane – Chair, Nominations Committee
Kate is a highly qualified, experienced Leadership Coach. For over seven years
she has supported senior executives, high potential managers and leadership
teams in their own leadership journeys. Her coaching is built on a successful
corporate career, with over 30 years experience in financial services, in HR,
Operations, Strategy and Change Management roles. She brings a deep
empathy and resonance for the various steps, challenges and opportunities
involved in business leadership. Underpinning Kate’s approach is a strong belief
in clarity of direction and relentless focus on simplicity and service. The work
she does is based on a mix of sound coaching theory, practical experience and
an ability to compassionately understand individual situations.
A lifelong learner, Kate is currently undertaking a PhD in Organisational Change
at Ashridge Hult.
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The Iveagh Trust March 2021
Director of Finance Structure chart* *under review The Iveagh Trust March 2021 10
Director of Finance
Role profile
RESPONSIBLE TO: Chief Executive
RESPONSIBLE FOR: Financial Strategy and Operations
JOB PURPOSE:
• To lead and be responsible for the Finance function of the Iveagh Trust.
• To provide strategic and operational financial advice and analysis on all aspects of Trust activities.
• To provide a comprehensive range of accounting and reporting, treasury management, and risk
management services to the Trust.
• To provide Company Secretary duties, including financial governance and regulatory compliance,
working with the Trustee Board and Executive Team to ensure that the highest standards of
governance are met.
• Develop and implement the overall financial strategy for the Trust, ensuring robust budgetary
control within the organisation.
• Develop and implement a strategy for financial processes and systems.
• To support the CEO in the development and implementation of the strategic and operational
objectives set out in the corporate plan.
• Provide professional advice to the Board and committees on all matters within the areas of
responsibility of the role.
MAIN DUTIES:
Leadership
1. Review and develop the overall financial strategy that underpins the Trust’s strategic direction and
ensure that the financial implications of all strategic and physical plans are fully assessed and
considered.
2. Lead and co-ordinate the governance, assurance, and risk accountability framework, working with
the Executive Team and senior managers to identify and effectively manage strategic and
operational risks.
3. Provide leadership to all staff in the Finance team, delivering or arranging training and
development support as required.
4. Through the Executive team, initiate and oversee the formulation and achievement of annual
budgets and business plan goals.
5. Build and maintain appropriate partnerships and external stakeholder relationships – with
relevant regulators, local authorities, developers and providers of funding.
6. Promote the values of the Trust and demonstrate the highest level of commitment to
community, diversity and equality of opportunity in the way in which The Trust conducts all
aspects of its business.
7. Develop and support an organisational culture that supports a values-based work environment
and one that reinforces the Trust’s heritage in a changing environment
The Iveagh Trust March 2021 11Director of Finance
MAIN DUTIES CONTINUED:
Financial Management, including Accounting and Reporting
1. Ensure that robust financial procedures and controls are in place that comply with statutory
and regulatory requirements.
2. Advise the CEO, Executive Team and Board on the overall financial position of the Trust its
ongoing performance and position through monthly management accounts and quarterly
reports and KPIs, rectifying variances accordingly. Prepare the statutory accounts of the Trust
and manage an effective relationship with the external auditors.
3. Ensure the Board and Executive Team are provided with regular financial monitoring and
control reports to enable the exercise of strategic controls over the financial affairs of the
Trust.
4. Develop the future funding strategy and secure future long-term finance to support the
Trust’s ambition for growth, whilst maintaining a strong focus on management of risks.
5. Provide models and analysis of new projects and programmes of activity.
Stewardship and Governance
1. Responsible for the Trust’s company secretarial matters ensuring that the organisation
operates and complies with financial aspects of corporate governance, regulatory, legislative,
and statutory compliance.
2. Act as secretary to the Board Audit and Risk Committee and provide reports and updates as
required. Ensure financial viability is maintained, and all legal, probity and scrutiny
requirements are met in respect of financial and regulatory obligations.
3. Develop, secure approval for and deliver a comprehensive review of finance processes and
systems, including the implementation of a fixed assets register, securing operational
efficiencies and control improvements.
OVERVIEW OF ORGANISATION STRUCTURE:
• The Iveagh Trust is governed by a Board of Trustees, to whom the Chief Executive is
accountable.
• Management of the Trust is the responsibility of the Chief Executive and his leadership
team, which comprises:
o Head of Finance
o [Finance Manager]
o Head of Housing
o Head of Property Management
o Head of Strategy and Communication
o Office Manager
o Hostel Manager.
The Trust is currently reviewing departmental structures and resources.
No leadership role profile can be entirely comprehensive, the post holder will be required to
undertake additional duties from time to time, in line with the above responsibilities.
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The Iveagh Trust March 2021Director of Finance
Person specification
Education/ • Relevant professional qualification, i.e. ACCA, ICAI, ICAEW, ICAS, AIA, ICPAI,
qualifications CIMA, CIPFA.
Experience • A track record of achievement in strategic financial leadership and
management, gained in a housing, property, or other regulated organisation.
• Experience of leading significant process and systems change projects.
• Experience of leading financial and business planning, and risk management.
• Experience, understanding and commitment to corporate governance and
administration.
• Experience of housing development, funding, and risk appraisal.
• Experience of working closely with and reporting to a Board.
Skills and abilities • Commercial and financial awareness and the ability to analyse complex
information with clarity.
• Ability to think strategically, making a significant contribution to the
formulation of policy, processes, and improvements.
• High level of written, presentation and interpersonal skills appropriate to a
wide range of audiences.
• Ability to work sensitively with confidential information and with a high level
of autonomy.
• Ability to build and facilitate strong internal and external relationships and
corporate working.
• Able to demonstrate high standards of personal resilience, diplomacy, and
integrity.
• Able to work under pressure and public scrutiny and deliver results to tight
deadlines.
• Proven leadership and motivational skills, with the ability to take others with
you.
• A thorough understanding of the areas for which the role is responsible, in
particular, in relation to the regulatory environment and the legal
requirements associated with being a housing provider.
Other • Understanding and empathy with the Trust’s heritage, aims and values.
• Interest in social housing and housing delivery.
• Commitment to equality and diversity.
• A desire to improve services and performance and make a real contribution
to the running of the Trust.
• Strong community focus and commitment to high quality tenant services and
engagement.
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The Iveagh Trust March 2021Director of Finance
Key terms and conditions
The role:
Director of Finance
Remuneration:
c. €90k
Pension
Generous defined contribution pension scheme.
Annual Leave
Flexible working, 25 days’ holidays (rising to 28 days).
Working Hours
Nominally the working hours are 32.75 hrs per week. However, bearing in mind that this is a senior post,
this will require flexibility in practice.
Probationary Period
6 months
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The Iveagh Trust March 2021Director of Finance
Key dates and the selection process
Closing date: Friday 26th March (9am)
We will be in touch after Thursday 1st April to advise on the outcome of your application.
First interviews: Friday 16th April 2021
Longlisted candidates will be interviewed virtually using MS Teams by a Campbell Tickell; Greg Campbell
and Kelly Shaw.
On the same day there will be the opportunity for candidates to have a 1-2-1 conversation with Aidan
Culhane – Chief Executive.
Assessment & Testing: w/c 19th April 2021
Shortlisted candidates will be asked to complete a WAVE psychometric profile online and a remote written
technical exercise in advance of the final interviews.
Final interviews: Wednesday 28th April 2021
Shortlisted candidates will be required to undertake a presentation exercise and will be interviewed by a
panel comprising:
- Hon. Rory Guinness - Chairman of the Board of Trustees
- Charles Coase - Chair: General Purposes Committee
- Aidan Culhane – Chief Executive
- Greg Campbell – Campbell Tickell Representative
If you are unavailable on any of the identified dates for interview, please do speak to Campbell
Tickell before making an application.
Please note that all interviews will be undertaken virtually via Microsoft Teams due to COVID-19
unless government guidelines change.
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The Iveagh Trust March 2021THE IVEAGH TRUST Finance Director c.€90,000 ǀ Dublin The Iveagh Trust is a unique organisation Reporting to the CEO, you will both complement established 130 years ago. We provide 1,578 their skillset and provide strong leadership across homes across the Dublin area that meet the the business. You will offer a senior track record needs of families, older people and those that could be from the social housing or experiencing homelessness. non-profit sector, but could alternatively come Our contribution to providing high quality social from the real estate or other relevant sector. housing is as relevant today as when we were For further details visit founded. Our culture and heritage provide the www.campbelltickell.com/jobs or for a platform to do even more, guided by values born confidential conversation, please contact Kelly from individual stories of success. Our purpose is Shaw or Greg Campbell at Campbell Tickell on clear, and the resources are in place to support our +44 20 3434 0990 or +44 7900 363803. growth with a healthy development programme. Applications close Friday 26th March 2021 at 9am. A qualified finance professional, our Finance Director will support the delivery of our corporate plan and provide both strategic and operational financial advice and analysis on all our activities.
Telephone +44 20 8830 6777
Recruitment +44 20 3434 0990
info@campbelltickell.com
www.campbelltickell.com
@CampbellTickel1
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