About this role
Job summary
Working as part of PDSEs central team the role will provide management accounting support to PDSE budget holders and management team. Preparing financial information advice to enable PDSE to operate effectively. Ensuring that the information provided is accurate, timely and to appropriate accounting standards.
Main duties of the job
Production of monthly management accounts with accompanying commentary for the senior management team
Support in the updating of annual and long-term forecasts in line with the planning cycle for approval by the PDSE management team and board
Provide information as requested for internal and external auditors
Prepare and process month end journals
Support in providing financial information and advice to PDSEs management and responsible budget holders
Support budget holders in managing their budgets through provision of reports and advice, discussing financial issues, suggesting alternative options and negotiating corrective action
Carry out variance analysis of the monthly management accounts and prepare the narrative around these variances
Follow the appropriate financial and regulatory policies and procedures ensuring necessary regulations and standards are adhered to
Please view the full job description for the full list.
About us
Peninsula Dental Social Enterprise (PDSE) is an award-winning Community Interest Company. We provide primary care dental services to local communities in Devon and Cornwall, working closely with the University of Plymouths Peninsula Dental School to support the clinical education of its dental healthcare students.
PDSE is a subsidiary of the University of Plymouth, the role holder will work closely with the universitys finance team as our treasury management, reporting and planning cycles align with that of the university.
Job description Job responsibilities
The role includes:
Production of monthly management accounts with accompanying commentary for the senior management team
Support in the updating of annual and long-term forecasts in line with the planning cycle for approval by the PDSE management team and board
Provide information as requested for internal and external auditors
Prepare and process month end journals
Support in providing financial information and advice to PDSEs management and responsible budget holders
Support budget holders in managing their budgets through provision of reports and advice, discussing financial issues, suggesting alternative options and negotiating corrective action
Carry out variance analysis of the monthly management accounts and prepare the narrative around these variances
Follow the appropriate financial and regulatory policies and procedures ensuring necessary regulations and standards are adhered to
Support the continuous development of PDSEs finance strategy using information and understanding of the business and emerging needs to ensure service delivery continues to be fit for purpose
Liaise with the University of Plymouth finance department to assist in the accurate reporting of financial information Provide costings to the PDSE team for various projects and initiatives Responsible for the review of monthly payroll preparing pension returns and annual returns where necessary Process staff expenses Monitoring accounts receivable and payable functions Supporting with preparation of reports to the PDSE Board on financial performance
Measures of Success:
Successful delivery of key priorities and objectives agreed with manager and as a result of annual appraisal Deadlines for key finance and other statutory or regulatory processes achieved Positive customer and stakeholder feedback
Knowledge, Education & Training:
AAT qualified or studying towards professional qualifications (CIMA/ACCA etc) or equivalent work-based experience
Knowledge and awareness of accounting policies and procedures
Excellent numeracy and literacy skills
Computer literate including competence with Microsoft Office and ability to learn specific business systems
Experience:
Experience of using a finance computer system
Experience of preparing monthly accruals, prepayments and variance analysis
Working in a finance environment
Working independently in a team environment
Working in a professional service environment
Skills:
Excellent communication and presentation skills both verbal and written
Attention to detail and accuracy
Proficient in use of Microsoft Excel for data analysis
Behaviours:
Demonstrates Self-Leadership Operates effectively in times of change and ambiguity Builds and secures value from relationships Drives innovation and action Creates and contributes to a shared vision Demonstrates sound business judgement
Other:
This job description provides a general reflection of the key accountabilities associated with the post, it is expected that the role holder will undertake any other reasonable activities to assist in efficient service delivery.
This job description is not exhaustive and may change as the post develops, but such change will not take place without consultation between the post holder and his/her manager.
Normal working hours are 0845 to 1700 Monday to Friday, however on occasions to
meet business need you will be required to work revised hours, typically between
0800 and 1800.
Additional information for post
This post may involve travel to other locations, ability to travel independently around the Peninsula is preferable.
Person Specification
Experience Essential
Experience: Experience of using a finance computer system Experience of preparing monthly accruals, prepayments and variance analysis Working in a finance environment Working independently in a team environment Working in a professional service environment
Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Employer details Employer name Peninsula Dental Social Enterprise CIC
Address Peninsula Dental Social Enterprise
20 Research Way
Plymouth Science Park
Plymouth
Devon
PL6 8BT
United Kingdom
Employer's website https://peninsuladental.org.uk/ (Opens in a new tab)