Role Description This is a fully remote, on-demand role where you’ll play a vital part in supporting Adult Social Care services during periods of increased demand or staffing pressure. You’ll help ensure that financial assessments are completed accurately, fairly, and in line with the Care Act, enabling individuals to receive the support and benefits they’re entitled to. This role is ideal if you’re experienced, detail-focused, and confident working independently. You’ll be trusted to manage your workload effectively while being part of a supportive, experienced team that understands the realities of Adult Social Care. Key Responsibilities - Complete Adult Social Care financial assessments in line with Care Act legislation - Ensure service user contributions are calculated accurately and fairly - Manage workloads effectively to prevent or reduce assessment backlogs - Use Adult Social Care financial assessment systems to complete work efficiently - Access and use DWP Customer Information System (CIS) where required - Maintain clear, accurate records to support audit and quality standards Qualifications - Experience working in Adult Social Care or a related financial assessment or benefits environment - Strong working knowledge of the Care Act and associated regulations - Confidence using a range of Adult Social Care financial assessment systems - DBS checked (or willing to undertake a DBS check, which can be provided) - Highly organised with excellent attention to detail - Able to work independently while delivering consistently high-quality outcomes Benefits - 25 Days Annual Leave + bank holidays – plus the option to buy up to 10 extra days! - Days of Difference – Up to 5 extra days off for volunteering. - Pension Contributions – 5% employer match to support your future. - Income Protection – Up to 75% salary cover for long-term illness. - Life Assurance – 4x salary tax-free lump sum. - Critical Illness Cover – £25,000 lump sum (extendable to dependents). - Health Cash Plan – Claim back physio, therapies & more. - Electric Vehicle (EV) Scheme – A wide range of electric & hybrid vehicles. - Affinity Groups – Join employee-led communities. - Bounty Bonus – Refer a friend & get rewarded.

• Manage 70+ high net worth relationships • Drive clear planning & investment strategies • Lead the creation of detailed and rigorous financial & investment plans • Maintain and course correct those plans over time with clients • Coordinate the efforts of colleagues • Help develop the firm

• Build, enhance and maintain financial models, forecasts and financial reports • Create and maintain financial reports in various systems to ensure quick and accurate data reporting and analysis • Analyze and interpret financial data to advise and support strategic decision-making and achieve business objectives • Utilize financial modeling and analytical tools to recommend, measure and forecast the impact of various business decisions and scenarios • Track, investigate and resolve variances between financial projections and actual results • Present findings and/or recommendations in a meaningful format to support strategic decision-making • Work with the CEO and VP of Development to determine short- and long-term fundraising needs • Collaborate with sales team to perform activity-based and other costing analyses to determine the cost of products and services offered, and develop / evaluate pricing strategies • Interface with fundraising, business development, and sales teams to manage revenue targets and track progress against goals • Track trends and provide meaningful insights through various performance metrics • Create institutional grant budgets and manage organizational expenditures against budgets • Work in concert with accounting colleagues to ensure consistency of data collection, tagging and reporting • Evaluate current and historical financial data and analyze financial viability of new program opportunities and operating models • Provide financial information for the Board of Directors and for grant proposals as required • Identify and recommend programs to assist the organization with their financial needs / relief, e.g., PPP loan, federal funding, etc.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Sr. Financial Analyst is a key business partner to our Enterprise Portfolio Strategy department. In this role, you will provide financial insights and analysis to support the evaluation, execution, and tracking of business initiatives. You will be responsible for assessing the financial viability of new ideas, ensuring a clear return on investment (ROI), and helping to shape the future of NAF's corporate project portfolio. - Work with internal stakeholders to determine the projected cost to execute on new ideas, including vendor costs, headcount, and other capital or operational expenses. - Work with portfolio managers and initiative owners to track benefits realization and explain variances between expected and actual financial outcomes. - Conduct financial analysis to support the development of realistic financial benefit projections and ROI calculations. - Provide guidance to stakeholders on financial modeling and the key drivers of profitability. - Collaborate with the third-party vendor management team to assess vendor costs and contract terms. - Track the financial performance of new initiatives post-launch to ensure they are meeting or exceeding expectations. - Develop and maintain reports to provide leadership with visibility into the financial progress of the enterprise portfolio. - Assist in identifying research and development (R&D) tax credits for qualifying projects. - Manage the financial capitalization process for new initiatives in accordance with accounting standards. - Other Duties as assigned. Qualifications - High work ethics as well as high level of confidentiality to ensure proper handling of sensitive information. - Bachelor’s degree in Finance, Accounting, Economics, or a related field. - 5+ years of experience in the mortgage industry is required. - 5+ years of experience in corporate finance or financial planning and analysis (FP&A) role. - Proven experience in financial modeling, ROI analysis, and cost-benefit analysis. - Understanding of accounting principles, including capitalization and R&D tax credits. - Excellent analytical and problem-solving skills with high attention to detail. - Strong communication and interpersonal skills, with the ability to partner effectively with cross-functional teams. - Self-starter with the ability to work independently in a fast-paced environment. - Experience working directly with product development or portfolio management teams. - Familiarity with project management and agile development methodologies. Requirements - Must be able to verify identity and employment eligibility to work in the U.S. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Must be able to lift up to ten pounds. - Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. - VISION: See in the normal visual range with or without correction. - HEARING: Hear in the normal audio range with or without correction.