About this role
Job summary
Due to a recent re-organisation within our Team we are looking to appoint an experienced Senior Management Accountant to join our Finance Team based in Wakefield. We are looking for someone who can fulfill a rewarding but challenging role that requires financial and budgetary expertise, underpinned by excellent communication and negotiation skills. This post will suit someone keen to progress, who is enthusiastic, self-motivated and has the ability to work under pressure and meet deadlines.
The Senior Management Accountant will work closely with the Finance Manager delivering high quality, timely financial reporting and analysis to support decision making and financial control. The post holder will also be expected to support the senior Finance team as required including report writing, forecasting, costing, budget setting, annual planning and expenditure analysis.
The successful applicant will have management accounts experience and be confident with working on their own and liaising with budget holders to ensure an accurate financial position is reported whilst supporting managers to deliver and develop their service.
We support flexible working in line with the Trusts flexible working policy and also offer an excellent study package for those wanting to continue with their professional qualifications.
Main duties of the job
The Senior Management Accountant is responsible for supporting Care Groups by producing high quality and timely financial information to budget holders. This will include the following:
Provide high level financial expertise and advice to managers;
Support mangers with the development and delivery of their Annual Plan;
Co-ordinate, evaluate and review the production of the monthly Management Reports;
Produce detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan;
Provide financial advice to aid the production of Business Cases;
Day to day operational management of Management accounts staff.
All employees of the Trust are strongly encouraged to have their up-to-date flu vaccination to protect staff and patients.
At the time of advertising, this role does meet the minimum requirements set by UK Visas and Immigration to sponsor candidates to work in the UK. We look forward to receiving your application. However, sponsorship can only be offered if the prorated salary meets the minimum salary threshold of £42,170 set by UK Visa and Immigration.
About us
We are a specialist NHS Foundation Trust that provides community, mental health and learning disability services for the people of Barnsley, Calderdale, Kirklees and Wakefield. We also provide low and medium secure services and are the lead for the west Yorkshire secure provider collaborative.
Our mission is to help people reach their potential and live well in their communities, we do this by providing high-quality care in the right place at the right time. We employ staff in both clinical and non-clinical services who work hard to make a difference to the lives of service users, families and carers.
We encourage and welcome applications from all protected characteristic groups, we value diversity and want our workforce to be reflective of our communities.
Being a foundation Trust means were accountable to our members, who can have a say in how were run. Around 14,300 local people (including staff) are members of our Trust.
Join us and you will be one of over 4,500 staff committed to supporting and improving the mental, physical and social needs of the thousands of people we meet and help each year.
We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all colleagues and volunteers to share this commitment.
We do reserve to right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.
Job description Job responsibilities
JOB SUMMARY
1.0 Job Summary
The Senior Management Accountant is responsible for supporting the Care Groups and Management Accounts Team in delivering a high quality and timely financial management services to all budget holders within a Care Group.
1.1 Providing high level financial expertise and advice to the senior finance manager and Care Group managers in the development and delivery of the Care Group Annual Plan
1.2 Co-ordinate, evaluate and review the production of the monthly Care Group Management Reports
1.3 Intelligence gathering and investigation of service issues to advice on financial risk and options for decision making
1.4 Provide financial advice and expertise in Business Case development in particular concerning the cost benefit analysis
1.4 Day to day operational management of management accounts staff
1.5 Leadership role within the Care Group; able to work in a multi-disciplinary team using matrix working to deliver the Care Group objectives.
2. Key Relationships
Care Group Deputy Directors, managers and clinicians
Management Accounts team
Senior staff in finance including access to specialist expertise
Maintenance of internal and external relationships with Care Group Key stakeholders and partners on order to represent the Care Group in meetings or project work
3. Key Results Areas:
Financial Governance
To provide advice and training to Care Group managers to ensure there is good understanding and compliance with Standing Financial instructions, Standing Orders Financial Procedures and accounting policies
To provide analysis and information to senior finance staff for completion of information and returns for external bodies including Freedom of Information
To provide accurate financial information to the required timetables and detailed analysis to support the completion of statutory accounts
Financial Strategy and Planning
To support the Finance Manager in the development and maintenance of the Care Group medium term financial plan
Provide financial support and advice to support Care Group business planning for a portfolio of budgets holders
Plan and deliver detailed costing and analysis work to support Care Group capital and revenue developments including business cases and delivery of Cost Improvement Plans. Particularly concerning cost v benefits analysis
Co-ordination of annual planning tasks and annual accounts analysis including oversight and review of junior staff
Financial Reporting and Management Accounting
Co-ordinate and produce the detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan
Co-ordinate and produce the monthly management reports for the Care Group
Co-ordinate and undertake analysis and investigation of services issues arising from monthly reporting including consideration of financial risk.
Review and analyse complex variances including trend analysis
Undertake complex performance analysis using financial and non financial data
Support the Finance Managers in the production and interpretation of service line reporting.
Provide professional financial support and advice for financial reporting to Care Group budget holders and other managers.
Produce written financial reports on financial to support the decision making process within the Care Group.JOB SUMMARY
1.0 Job Summary
The Senior Management Accountant is responsible for supporting the Care Groups and Management Accounts Team in delivering a high quality and timely financial management services to all budget holders within a Care Group.
1.1 Providing high level financial expertise and advice to the senior finance manager and Care Group managers in the development and delivery of the Care Group Annual Plan
1.2 Co-ordinate, evaluate and review the production of the monthly Care Group Management Reports
1.3 Intelligence gathering and investigation of service issues to advice on financial risk and options for decision making
1.4 Provide financial advice and expertise in Business Case development in particular concerning the cost benefit analysis
1.4 Day to day operational management of management accounts staff
1.5 Leadership role within the Care Group; able to work in a multi-disciplinary team using matrix working to deliver the Care Group objectives.
2. Key Relationships
Care Group Deputy Directors, managers and clinicians
Management Accounts team
Senior staff in finance including access to specialist expertise
Maintenance of internal and external relationships with Care Group Key stakeholders and partners on order to represent the Care Group in meetings or project work
3. Key Results Areas:
Financial Governance
To provide advice and training to Care Group managers to ensure there is good understanding and compliance with Standing Financial instructions, Standing Orders Financial Procedures and accounting policies
To provide analysis and information to senior finance staff for completion of information and returns for external bodies including Freedom of Information
To provide accurate financial information to the required timetables and detailed analysis to support the completion of statutory accounts
Financial Strategy and Planning
To support the Finance Manager in the development and maintenance of the Care Group medium term financial plan
Provide financial support and advice to support Care Group business planning for a portfolio of budgets holders
Plan and deliver detailed costing and analysis work to support Care Group capital and revenue developments including business cases and delivery of Cost Improvement Plans. Particularly concerning cost v benefits analysis
Co-ordination of annual planning tasks and annual accounts analysis including oversight and review of junior staff
Financial Reporting and Management Accounting
Co-ordinate and produce the detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan
Co-ordinate and produce the monthly management reports for the Care Group
Co-ordinate and undertake analysis and investigation of services issues arising from monthly reporting including consideration of financial risk.
Review and analyse complex variances including trend analysis
Undertake complex performance analysis using financial and non financial data
Support the Finance Managers in the production and interpretation of service line reporting.
Provide professional financial support and advice for financial reporting to Care Group budget holders and other managers.
Produce written financial reports on financial to support the decision making process within the Care Group.
For full job description, please see attached supporting documents.
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Person Specification
Special Knowledge/Skills Essential
Good understanding of operation of financial ledger. Good understanding of annual planning cycle and annual accounts process. Good understanding of budget setting processes. Able to produce clear reports and analysis which can be understood by finance managers and budget holders provide reliable, relevant accurate and timely information. Ability to provide financial leadership in multidisciplinary teams. Good understanding of financial processes demonstrate ability to improve systems and process working with the team. Understanding of external reporting and accounting policies in relation to production of Annual Accounts. Understanding of FT regulatory environment. Ability to lead a project team. Able to develop good working relationships with budget holders and their teams.
Desirable
Evidence of advanced excel skills Understanding of Mental health services Customer service training
Personal Attributes Essential
Effective time management. Effective team leader. Good verbal and written communications skills. Able to work flexibly to meet changes in priorities. Can deliver to deadlines. Ability to travel across the Trust as appropriate to the role.
Experience Essential
Track record of day to day management of portfolio of budgets including: Co-ordinating detailed workings on budget setting, including the evaluation, analysis and reconciliation to a financial plan Co-ordination of annual planning tasks and annual accounts analysis (including oversight and review of junior staff) Provision of high quality monthly financial management reports Review and analysis of more complex variances including trend analysis Undertake complex performance analysis using financial and non financial data Intelligence gathering to support senior staff in analysis and decision making including finance and non- financial information Ability to problem solve analyse issues and develop options for a solution Ability to provide financial advice and expertise in Business Case Development, in particular concerning the cost/benefit analysis Provide high level quality advice and support to budget managers and nonfinance senior staff Report writing to support service decision making Track record of supervision and development of team. Delegation of work within a team and management of delivery to deadlines. Provision of senior technical support to project work internal and external to finance. Experience of working in multidisciplinary teams. Leadership or supervisory role undertaken.
Desirable
NHS Experience Foundation Trust experience Experience in mental health provider Using Shared Business Services Oracle system Experience of presentation to finance and non-finance audience Experience of service line reporting
Physical Attributes Essential
Ability to undertake the duties and demands of the post. A satisfactory sickness record over the previous 2 years (subject to the need to act with fairness and equality of opportunity, particularly where the sickness is related to a disability and/or pregnancy).
Qualifications Essential
AAT Qualified or relevant degree Studying for CCAB Qualification.
Desirable
Evidence of personal development Part qualified CCAB
Employer details Employer name South West Yorkshire Partnership NHS Trust
Address Fieldhead Hospital
Ouchthorpe Lane
Wakefield
WF13SP
United Kingdom
Employer's website https://www.southwestyorkshire.nhs.uk (Opens in a new tab)