About this role
Job summary
As Management Accountant, you will play a key role in delivering accurate, timely, and insightful financial information that supports effective decision making across BHF. You will produce high quality management accounts, lead budgeting and forecasting cycles, and provide analytical insight to operational and clinical leaders.
You will use advanced Excel, automation tools, and AI enabled analytics to enhance reporting, modelling, and financial control. Working closely with the CEO and wider leadership team, you will help strengthen financial governance, improve processes, and support organisational sustainability and growth.
Main duties of the job
Key Responsibilities
Produce monthly management accounts, variance analysis, and financial dashboards
Support annual budget setting, quarterly forecasting, and long term financial planning
Provide financial insight, modelling, and scenario analysis to support decision making
Use advanced Excel, macros, and AI enabled tools to improve reporting and efficiency
Maintain strong internal controls, financial policies, and compliance frameworks
Support financial processing including reconciliations, payroll oversight, and income/expenditure monitoring
Prepare yearend schedules and support the external audit process
Partner with operational and clinical leaders to improve financial understanding and performance
Contribute to business cases, service development, and organisational growth initiatives
Support continuous improvement of financial systems, processes, and reporting tools
About us
About Barnsley Healthcare Federation
Barnsley Healthcare Federation (BHF) is a notforprofit organisation dedicated to improving the health and wellbeing of people across Barnsley. We work collaboratively with GP practices, partners, and local communities to deliver highquality, accessible primary care services.
Our mission is simple: to make healthcare better for everyone in Barnsley. We are proud of our innovative approach, our commitment to patientcentred care, and our supportive, valuesdriven culture. As we continue to grow and diversify our services, we are strengthening our finance function with a skilled and proactive Management Accountant.
Job description Job responsibilities
Key Responsibilities
Strategic Financial Insight
Produce high quality management accounts, variance analysis, and financial insight to support strategic and operational decision making.
Use advanced Excel, macros, and AI driven tools to enhance modelling, forecasting, and scenario planning.
Translate complex financial data into clear, actionable recommendations for nonfinancial managers.
Support business planning, service development, and investment decisions through robust costing and financial evaluation.
Contribute to long term financial sustainability through proactive analysis of trends, risks, and opportunities.
Financial Management, Governance & Assurance
Support the preparation of annual budgets, quarterly forecasts, and multiyear financial plans.
Monitor income, expenditure, cash flow, and key performance indicators, ensuring timely identification of variances and risks.
Maintain strong internal controls, financial policies, and assurance processes to ensure accuracy, probity, and compliance.
Ensure adherence to statutory reporting requirements and organisational financial frameworks.
Promote value for money and financial discipline across all departments.
Support financial risk management, including maintenance of risk registers and mitigation plans.
Accounts, Reporting & Financial Processing
Prepare monthly management accounts, financial dashboards, and performance reports for senior leaders and committees.
Support yearend processes, audit preparation, and production of audit ready working papers.
Ensure financial transactions are accurate, complete, and processed in line with governance and control requirements.
Support payroll, supplier payments, HMRC submissions, pensions, and other financial outflows as required.
Lead improvements to financial systems, reporting tools, and automation processes, including Excel based macros and AI enabled reporting.
Stakeholder & Relationship Management
Build strong working relationships with internal teams, external partners, auditors, suppliers, and commissioners.
Provide clear financial reporting, guidance, and challenge to budget holders and service leads.
Support contract management, including financial elements of service agreements, tenders, and partnership arrangements.
Provide financial insight at internal and external meetings, representing the finance function professionally.
Leadership & Support
Provide guidance, coaching, and support to finance colleagues, promoting continuous improvement and professional development.
Foster a culture of accuracy, accountability, collaboration, and innovation.
Support the development of financial capability across the organisation through training and guidance, including Excel and analytical skills.
Ensure delivery of high quality, timely financial information and customer focused support.
Knowledge, Training & Experience
Part qualified or fully qualified accountant (ACCA, ACA, CIMA) or equivalent experience.
Strong experience in management accounting, budgeting, forecasting, and financial reporting.
Understanding of financial governance, statutory reporting, and internal control frameworks.
Experience developing financial systems, processes, and assurance mechanisms.
Evidence of supporting strategic decisions and influencing stakeholders.
Experience with financial modelling, audit processes, and risk management.
Advanced Excel skills including formulas, pivot tables, macros, automation, and data modelling.
Experience using AI enabled tools (e.g., Power BI AI visuals, Copilot, predictive analytics) desirable.
Skills & Competencies
Highly developed analytical and problem solving skills.
Strong financial modelling and Excel/VBA capability.
Effective communicator, able to present financial information clearly to nonfinancial audiences.
Strong relationship building and influencing skills.
Strategic thinker with strong operational delivery skills.
Ability to manage competing priorities and deadlines.
High degree of professional integrity, judgement, and resilience.
Ability to use AI enabled tools to enhance reporting and forecasting.
Effort Factors
Mental Effort: Sustained concentration required for financial analysis, modelling, and decision support.
Emotional Effort: Occasional exposure to challenging conversations and high pressure decision environments.
Physical Effort: Occasional travel across sites.
Person Specification
Knowledge, Skills and Personal Qualities Essential
Knowledge Financial frameworks & statutory reporting Internal audit & risk management Procurement and value for money frameworks Companies House or charity reporting requirements Skills Analytical and problem solving Financial modelling and Excel/VBA Communication and influencing Relationship building Strategic planning Change management Ability to use AI enabled tools for forecasting and reporting Personal Qualities Professional integrity Strong attention to detail Highly organised Adaptable and improvement focused Collaborative and supportive Curious and innovative, with interest in automation and AI
Desirable
Insurance & indemnity arrangements
Qualifications Essential
Part qualified or fully qualified CCAB (ACCA, ACA, CIMA) Degree or equivalent relevant experience Evidence of continuing professional development
Desirable
Training in Excel, automation, or AI tools
Experience Essential
Management accounting in a complex organisation Budget setting, forecasting & financial modelling Developing financial systems & internal controls Supporting audit processes Contract management & partnership working Business case development
Desirable
Experience with automation, macros, or AI tools Sector specific finance experience (NHS, charity, education, etc.)
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.
UK Registration
Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).
Employer details Employer name Barnsley Healthcare Federation
Address BHF Priory Centre
Pontefract Road, Lundwood
Barnsley
South Yorkshire
S71 5PN
United Kingdom
Employer's website https://barnsleyhealthcarefederation.co.uk/ (Opens in a new tab)