Finance Sourcing Lead

Finance Sourcing Lead

Location: London Salary: Experienced Professional
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Role Title:

Finance Sourcing Lead

Reports to:

Associate Director of CIPFA Penna



Start Date:




To grow and develop CIPFA Penna’s; Sourcing business opportunities, reputation and presence within the chosen market(s) and provide Sector expertise to Penna to create sustainable winning sales strategies.



Role purpose 


·         To generate and deliver targeted new business opportunities and position Penna as a market leader in Sourcing by leading by example in ‘finding a way’ to succeed in difficult market conditions and ensuring we take full advantage of bourgeoning market conditions when available.

·         To champion Penna’s role in developing and supporting the sector with the provision of Sourcing talent.

·         Introducing Penna’s other services and Client Partners to clients, ensuring clients understand the full Penna offering.

·         To encourage and help develop less experienced team members within the team.

·         To create valued long term relationships with finance professionals within the sector

·         To develop and enhance Penna’s brand reputation through the professional and intelligent representation of Penna’s services within the market.

·         To contribute towards developing the future direction and strategy of the business and broadening the knowledge base of the company.



Key accountabilities & responsibilities


Leadership & management


·         Provide visible and proactive sector based support to the Assistant Director of the CIPFA Penna and Penna Recruitment Solutions, acting at all times as an exemplar of Penna behaviours and best practice;


·         Plans ahead to develop a solid business pipeline to achieve successful sales in accordance with budget.


·         Delivering a “best team” approach for every client, by working closely with all interim team and other Penna colleagues.


·         Implements and manages a robust adherance to high standards of work, managing the quick response and high quality of candidates and service needed for Penna to enhance our reputation as a Leader in the Public Sector Finance



·         Inspire and motivate team members and attend weekly meetings and monthly one to one meetings to review performance and update online Personal Peformance Contracts (PPCs).


·         Working directly with the Assistant Director of CIPFA Penna to plan and implement the growth and development of the team to meet, and anticipate, the evolving needs of the business.


·         Keep other Sector Heads/ Consultants aware of changes in the marketplace, both in terms of potential business development activities and general marketplace intelligence, trends and news.



Sales / Sales Management


·         Actively leads new sales management to develop new business and develop and enhance existing relationships to ensure Penna Sourcing is the leading provider of Public Sector Finance


·         Applying an authoritative and coaching style of management to lead from the front when managing and help motivate all staff and colleagues.


Client and Candidate Relationship Management


·         Maintain a positive regular communications with key finance professionals within the sector and support all company events to ensure a deepening in the relationship between top quality finance professionals and Penna.


·         Devise a candidate attraction pool.  Keeping in regular touch with all candidates that have registered with Penna for permanent finance roles


·         Main regular contact with all Clients


Processes & Systems


  • Fully utilise the company recruitment management application/database for all communications and capture key client contact information.


  • Work closely with all colleagues, resourcers, operations and admin colleagues to ensure our systems are accurately updated.


  • Maintain an accurately updated weekly financial forecast.


  • Work with Operations and Admin teams to ensure that accurate candidate coding is being managed on a regular basis either on the system or through admin staff using coding sheets.


  • Take Responsibility for the accuracy of all financial and contractual information on our systems, spreadsheets and actively support operations to do the same.


  • Ensuring all commercial risks are managed through ensuring:


·         Penna standard terms are applied wherever possible.




Key Relationships


Nature of relationship 

Client Partners

Developers of joint client relationships and introducers of other Penna services.

Sector Heads

Your senior level colleagues in Interim.

Senior Consultants, Consultants, Resourcers

A line manager (where appropriate) for these. A mentor, coach and a responsible senior team member.

Operations, Admin and Systems Administrator.

Responsible for supporting all sales team with the best use of operartions databases, intranet and all systems for delivery of work to maximise business efficiency.


Personal Attributes, Skills, Knowledge, and Experience:

·         A highly personable character with impact and a proven leader of sales and developer of long term client and candidate relationships

·         A deal maker with the ability to recognise buying signals and help clients resolve their challenges through the use of Interims.

·         A consultative approach and strategic and empathetic thinker, always putting themselves in the position of their customers and providing value adding solutions.

·         A confident and innovative communicator and a good listener

·         Good organisational skills with an ability to manage several tasks of different priorities;

·         An achiever and with a positive attitude towards continual learning to continuously look to improve peformance and adapt to a changing market where needed.

·         The ambition to be seen as a specialist and trusted partner for clients and the practical and commercial application of how best to support them.





Does what they say they will do

•  Builds open, honest and realistic relationships with customers and colleagues;

•  Reliable and acts with integrity;

•  Determined and passionate about delivering the best;

• Accountable.


Creates an environment where people can give of their best

•  Seeks to understand the needs and concerns of others;

•  Creates a learning environment;

•  Seeks feedback from others in order to learn and develop;

•  Inspires others to achieve their goals



Works as part of one team


•  Pulls together to put the customer first;

•  Support colleagues without waiting to be asked;

•  Helps others succeed and celebrate their success;

• Actively looks to break down barriers and finds ways to work together.


Creates new possibilities

•  Comes to work to make a difference, sets high goals and gives 100% positive

personal energy;

•  Believes in what we do and demonstrates this through actions;

•  Regularly challenges thinking and is open to new ideas and ways of working;

• Has ambition and confidence to do things in new ways and to create and deliver inspirational solutions.




 To apply please click here.