Assistant Management Accountant

NHS; Barnsley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading NHS trust in Barnsley seeks an Assistant Management Accountant to support financial management for Care Groups. Responsibilities include budget preparation, financial reporting, and collaboration with team members. Candidates should have advanced Excel skills and experience in financial management, preferably within the NHS. Flexible working and study support are offered.

Benefits

Flexible working

Fully funded study package

Qualifications

• Experience with the NHS or Foundation Trust is preferred.
• Ability to produce clear working papers for finance managers.
• Self-motivated with a willingness to learn and develop.

Responsibilities

• Assist in the costing and preparation of annual budgets.
• Communicate with budget holders to provide information.
• Field routine queries from budget holders.

Skills

In-depth knowledge of operation of financial ledger

Advanced Excel skills

Good understanding of budget setting processes

Effective time management

Good team worker

Education

Evidence of personal development

Job description

Go back South West Yorkshire Partnership NHS Trust

Assistant Management Accountant

The closing date is 14 December 2025

We are looking to appoint an Assistant Management Accountant to join our Finance Team based in Barnsley or Wakefield.

This is an exciting opportunity to work as part of a team responsible for supporting the Trust's Care Groups, delivering high quality and timely financial management services to all budget holders.

Working as an integral member of the Finance Team, the Assistant Management Accountant is required to organise personal workload to meet all relevant financial timetables. You will be a logical thinker who works in a methodical manner, paying particular attention to accuracy. The post holders will also be expected to support team members as required including assisting with forecasting, costing, budget setting and expenditure analysis.

We support flexible working inline with the Trust's flexible working policy and we also offer a fully funded study package for those wanting to continue with their professional qualifications.

We believe that having a diverse workforce is essential and offer an inclusive and welcoming place to work for individuals of all backgrounds.

Please refer to the job description and person specification for further details.

Main duties of the job

The Assistant Management Accountant is responsible for supporting the Management Accountants Team in delivering a high quality and timely financial management service to budget holders within the Care Groups. Working as an integral member of the team, the Assistant Management Accountant is required to organise personal workloads to meet all relevant financial timetables in the delivery of the financial management remit as set by the Finance Manager / Deputy Director of Finance.

At the time of advertising, this role does not meet the minimum requirements set by UK Visas and Immigration to sponsor candidates to work in the UK. For this reason, we are unable to sponsor anyone for a skilled worker visa for this role.

We are happy to accept applications from candidates who can prove their right to work in the UK or via alternative visa routes. Such applications will be considered alongside all other applications.

All employees of the Trust are strongly encouraged to be fully vaccinated against COVID-19 to protect patients.

We are aware that an increasing number of applicants are using AI technology to generate responses on NHS Job application forms. We strongly discourage this and will conduct a thorough screening process before selecting candidates to progress to the next stage. If you are using AI to enhance your application, please disclose this in your NHS Jobs application form.

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 we are accountable to our members, who can have a say in how we are 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 expect all colleagues and volunteers to share this commitment.

We do reserve the right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.

Job responsibilities

1. Job Summary

The Assistant Management Accountant is responsible for supporting the Financial Management Team in delivering a high quality and timely financial management service to budget holders within the Business Delivery Unit (BDU)/Corporate Services. Working as an integral member of the team, the Assistant Management Accountant is required to organise personal workloads to meet all relevant financial timetables in the delivery of the financial management remit as set by the Finance Manager / Head of Financial Management.

Responsible for supporting the ongoing maintenance and development of financial systems and assisting with the project management of systems upgrades as necessary.

2. Scope of Job

The processing of financial information in line with financial management procedures and to timetabled deadlines. This will include:

• Assisting in the costing and preparation of annual budgets.
• Responsible for the preparation and input of financial data into the ledger that ensures all financial reports accurately reflect the current financial position of the BDU/Directorate.
• Responsible for the preparation and generation of invoices to external organisations.
• The post holder is required to communicate both internally and externally in his/her duties. For example in responding to enquiries from budget holders with information and advice. Communication will be required orally, in writing or electronically.
• The Asst Management Accountant will be required to work using a VDU screen for prolonged period of time. It is inherent within this role to be able to concentrate on each task in order to complete within a tight set of deadlines.
• The post holder is required to have a team approach to his/her duties.
• Responsibility for systems maintenance and monthly routines.
• Contribute to systems development and upgrades.

3. Key Responsibilities

• To assist in the calculation of a portfolio of budgets as directed by the Finance Manager. This will involve the use of spreadsheets to calculate staff pay costs and non-pay costs for the next year's budget baselines. This work is required to be produced with a high level of accuracy and in line with the pre-determined timetable.
• To input the necessary financial adjustments into the ledger as part of the month end preparation of budget reports. This will involve detailed spreadsheet analysis and production of financial forecasts. This work will be required to be produced within the month-end close down timetable, with a high level of accuracy.
• To prepare and issue (as directed by the Finance Team) all sales orders and invoices for income due from other organisations. This will involve the preparation of the necessary documentation and the use of the Agresso ledger system in producing the invoice document. This work will be required to be produced with a high level of accuracy and within the month-end close down timetable.
• To action all budget adjustments into the ledger as directed by the Finance Team. This will involve ensuring budget adjustment documentation is correct in terms of accounting rules, is complete and authorised. The Agresso ledger system is then used to input the budget change. This work will be required to be actioned within the month-end close down timetable and to a high level of accuracy.
• To assist the Finance Team in investigating any budgetary variances within the monthly reports. This will require interrogating the financial and non-financial information and undertaking investigation to produce a variance analysis to support budget holders in managing the resources.
• To field queries that come into the Finance Team as appropriate. The Assistant Management Accountant will deal directly with routine queries from budget holders.
• To complete the routine finance operational tasks including ledger housekeeping and budget maintenance.
• The post holder will be expected to assess current work practices and procedures in relation to their own span of work and implement improvements where possible and contribute to development of efficient work processes which optimise the use of technology.
• To establish good relations with internal finance staff and to actively participate in the regular team meetings to discuss operational issues and suggest and develop improvements in system processes and procedures. To establish good relationships through phone and other forms of communication with budget holders and staff within external organisations.
• The post holder will be required to be flexible and support, as required, other functions within the Finance department.
• Other duties as directed by senior finance team commensurate with grade.

For full details of the role please see the supporting documents attached.

Person Specification

Special Knowledge/Skills

• In-depth knowledge of operation of financial ledger.
• Good understanding of budget setting processes.
• Able to produce clear working papers which can be understood by finance managers and budget holders.
• Good understanding of process and importance of monthly management accounts.
• Understanding of external reporting and accounting policies in relation to production of Annual Accounts.
• Able to develop good working relationships with budget holders and their teams provide reliable, relevant accurate and timely information.
• Evidence of advanced excel skills.

Experience

• Track record of day to day management of portfolio of budgets including:
• Detailed workings on budget setting;
• Producing monthly management reports;
• Analysis and investigation of variances;
• Calculate year end forecasts on pay and non pay budgets;
• Intelligence gathering to support senior staff in analysis and decision making;
• Undertake simple costing;
• Provide first line support to budget managers;
• Support systems development and maintenance;
• Financial/System capability and design principles.
• NHS Experience.
• Foundation Trust experience.
• Experience of service line reporting.

Personal Attributes

• Effective time management.
• Good team worker.
• Able to work flexibly to meet changes in priorities.
• Self-motivated with the ability to work on own initiative or as part of a team.
• Willingness to learn and develop.

Physical Attributes

• 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).
• A current driving licence and access to a car during the working day is essential (reasonable adjustments will be considered for any applicants who are unable to drive due to a disability).

Qualifications

• Evidence of personal development.

Employer name

South West Yorkshire Partnership NHS Trust