Job summary
- Manages, organises and supports staff effectively through work planning, 1:1 meetings and appraisals, including performance and productivity monitoring and undertakes sample checking to comply with service standards and audits.
- To take a leading role in systems redesign across financial accounts. This will include the use of new technologies, systems and workflow techniques.
- To provide a comprehensive financial accounting and support service to the Trust, providing a full range of advice, information and analysis as required.
- To support the Financial Accountant in the formulation and co‑ordination of balance sheet and cash‑flow forecasting whilst adhering to corporate standards and timetables.
Main duties of the job
- To take active steps to encourage, support and promote a culture of development, improving and learning, ensuring that effective personal development and appraisal systems are used as part of the Directorate's training plan to enable continuous improvement in performance standards, training and development of Financial Accounts staff.
- To support senior finance staff in the completion of the Trusts capital reporting requirements.
- To support Capital and Divisional Managers with maintaining capital budgetary control, including the provision of training and development and resolving issues.
- Responsible for the maintenance of the Trusts capital asset register and capital charging systems in accordance with the DOH Group Accounting Manual. To update, maintain, organise, gather and analyse information to monitor capital spend and ensure the financial reporting systems reconcile monthly.
- Responsible for supplying capital information (acquisitions, disposals, transfers, valuations) for the completion of the Trust's accounts and to advise on the financial implications of disposing and purchasing assets.
- To manage the timely submission of the Charitable Fund annual accounts and related returns to the Charity Commission, external auditors and the Charitable Fund Committee together with the provision of all financial information required for the Charity's Annual report.
Do you want to work at a trust which is at the heart of the Greater Manchester health and social‑care network – but that is as friendly as a district general hospital or local health centre? Are you looking for a place to work that is classed amongst the best in the region for several of the services it provides – but without having to travel into the city centre every day? Are you interested in some of the best training opportunities in the North West, with leading consultants in a trust developing its research portfolio – but with a management team who value the personal approach? Then look no further than Bolton NHS Foundation Trust. Situated in a borough of 275,000 people, the Trust is part of the expanding 'Northern Powerhouse'.
Details
Date posted: 18 December 2025
Pay scheme: Agenda for change
Band: Band 7
Salary: £47,810 to £54,710 a year pa
Contract: Permanent
Working pattern: Full-time, Flexible working, Home or remote working
Reference number: 241-490CD-25
Job locations: Bolton NHS Foundation Trust, Minerva Road, Bolton, BL4 0JR
Job responsibilities
- Responsible for managing the recruitment, supervision, training and continuous development of staff including the direct line management for the Financial Accounts team.
- To take active steps to encourage, support and promote a culture of development, improving and learning, ensuring that effective personal development and appraisal systems are used as part of the Directorate's training plan to enable continuous improvement in performance standards, training and development of Financial Accounts staff.
- To support senior finance staff in the completion of the Trusts capital reporting requirements.
- To support Capital and Divisional Managers with maintaining capital budgetary control, including the provision of training and development and resolving issues.
- Responsible for the maintenance of the Trusts capital asset register and capital charging systems in accordance with the DOH Group Accounting Manual. To update, maintain, organise, gather and analyse information to monitor capital spend and ensure the financial reporting systems reconcile monthly.
- Responsible for supplying capital information (acquisitions, disposals, transfers, valuations) for the completion of the Trusts accounts and to advise on the financial implications of disposing and purchasing assets.
- Responsible for the Trusts Charitable Funds reporting requirements in line with current legislation and Trust guidance.
- To manage the Charitable Fund balances and investments to ensure compliance with the Charity Commission, Charities Act 2011 and the Statement of Recommended Practice (SORP).
- To manage the timely submission of the Charitable Fund annual accounts and related returns to the Charity Commission, external auditors and the Charitable Fund Committee together with the provision of all financial information required for the Charity's Annual report.
- To manage the annual audit of the Charitable Fund accounts, liaising with auditors to ensure relevant working papers of the highest quality are always readily available to ensure the Charity does not receive anything other than minor issues in relation to the external audit report.
- To contribute to the development of the balance sheet and cash‑flow plans for the Trust.
- To ensure the annual budgeted balance sheet is entered onto the finance ledger correctly and promptly each year and to keep a track of any in‑year changes.
- To take a lead on co‑ordinating the completion of the monthly financial reporting, ensuring accuracy and completeness in accordance with strict reporting deadlines and information requirements.
- Oversee the work schedules of the Financial Accounts team providing support and direction where necessary.
- To assist the Financial Accountant with achieving a detailed understanding of the drivers behind all significant variances to the balance sheet and cash‑flow forecasts.
- To ensure all control accounts are prepared and reviewed promptly and ensure that all reconciliations are complete and countersigned.
- To play a lead role in the production of the Trusts annual financial accounts in accordance with relevant guidelines and legislation; by maintenance of adequate accounting records throughout the year and completion of annual duties as appropriate.
- Member of the Charity Operational Committee.
- Preparation of all necessary papers for the Charitable Fund Committee.
- To act as the VAT specialist and to manage the completion of the VAT return ensuring HMRC deadlines are met. To work with the Trusts VAT advisers to ensure that the Trust maximises its VAT recovery on a timely basis.
- To lead in ensuring relevant staff are trained and updated following VAT reviews and VAT legislation changes and to circulate new information regarding legislation changes to relevant staff.
- To review the cashbooks daily and produce cash‑flow forecasts as required.
- Create and maintain information for the Trust intranet relating to the Trust policy, guidance and procedures for the department.
- To provide financial accounts advice and guidance, as appropriate, to a range of non‑financial staff.
- To prepare and communicate complex financial information to finance and non‑finance professionals, both internal and external to the organisation.
- To actively engage with, listen to and seek views of senior colleagues to facilitate understanding and provide assistance in financial matters as appropriate.
- Contribute to performance improvement, taking a lead for specific areas where agreed.
- To manage own workload with minimal supervision and ensure adherence to deadlines set for the department and team. To deliver against objectives, achieving quality outcomes, prioritising own workload and working to tight deadlines.
- To produce and maintain procedure notes for the department ensuring that staff are trained in the use of accounting systems, Trust / statutory procedures, and local procedures.
- Mentoring of Finance Apprenticeships.
- To deputise for the Financial Accountant.
Person Specification
Qualifications (Essential)
- Registered Qualified Accountant with active membership of CCAB or CIMA.
- Evidence of Continuing Professional Development (CPD).
Qualifications (Desirable)
- Supervisory or management qualification.
- Postgraduate diploma level in a relevant discipline.
Experience (Essential)
- Significant financial accounting experience including experience of a range of accounting areas and financial systems.
- Ability to analyse and interpret complex financial data and present it clearly.
- Excellent IT skills, particularly advanced Excel.
Experience (Desirable)
- NHS Financial Experience.
Knowledge (Essential)
- Comprehensive knowledge of UK accounting standards (UK GAAP) and their application in financial reporting.
- Thorough understanding of financial governance and audit requirements.
- Detailed knowledge of up‑to‑date VAT regulations.
- Detailed knowledge of Charitable Funds accounting procedures as detailed in the Statement of Recommended Practice (SORP).
Knowledge (Desirable)
- Awareness of IFRS and public sector accounting frameworks.
- NHS VAT regimes.
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.
Certificate of Sponsorship
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit UK Visas and Immigration website.
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants.
UK Registration
Applicants must have current UK professional registration. For further information please see NHS Careers website.
Employer details
Bolton NHS Foundation Trust
Minerva Road
Bolton
BL4 0JR
Employer's website
http://www.boltonft.nhs.uk/