Junior Management Accountant

Health Jobs UK; Crewe; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable NHS organization in Crewe seeks a Junior Management Accountant to assist in budget monitoring and financial management. The ideal candidate will be undertaking the AAT qualification and have previous finance experience. Strong communication and Excel skills are essential to support the diverse financial tasks within the Trust.

Qualifications

• Previous finance experience is essential.
• Experience working in NHS finance is desirable.

Responsibilities

• Assist in the production and monitoring of budgets.
• Build and maintain relationships with managers.
• Document significant variances in expenditure.

Skills

Excellent communication skills

Excellent Excel skills

Strength of personal statement relevant to JD and Person Spec

Education

AAT qualification

Job description

Overview

Detailed job description and main responsibilities. To assist in the production and monitoring of budgets, in accordance with guidelines and agreed deadlines.

This includes:

• Support in the production of Management Information with particular emphasis on Month end Management Accounts and Annual Budgets.
• To process and account for documents relating to Management Information in line with the Trusts Financial Procedures. This includes having sufficient supporting evidence for a full audit trail. Investigate and resolve discrepancies.
• To assist Management in meeting Statutory Obligations.
• Build and maintain strong relationships with Divisional and Departmental Managers to position the Finance Department as a trusted advisory service.
• Provide the Assistant Management Accountant/Team Leader with the necessary information to build and maintain good relationships with external bodies. This includes addressing user needs, such as funding issues, and ensuring income is received by raising invoices when needed.
• Assist with the daily systems administration of the Department and plan your workload to ensure routine tasks (daily, weekly, monthly) are completed accurately and on schedule in accordance with timetables.
• Contributing to the continuous improvement of the Team and processes.

Budgetary Control

• To prepare all supporting documentation for the Trusts budget setting process. Ensuring that all relevant factors are incorporated. To attend meetings with Divisional Managers and Department Heads to agree rolling budgets and ensure that Cost Pressures for the coming year are highlighted and costed throughout the overall process.
• To ensure timely and accurate delivery of Budget Statements for specific areas ensuring that the information is accurately presented.
• To identify Cost Pressures within the Division on a monthly basis and report them to the Finance Business Partner.
• To be aware of any business cases that might be arising and report to the Finance Business Partner.
• To ensure that Divisional Managers receive reported information in a timely manner and to arrange and attend meetings with Managers to discuss any areas of concern that have occurred or may occur over the course of the financial year, with the support of the Team Leader.
• Ensure newly appointed Budget Holders are directed to the finance training sessions that are provided by the wider finance team, of which the postholder will play a part in delivery.

Financial Management

• Maintain and update the establishment budgets, ensuring Divisional Managers stay within their specified budgets. Provide guidance on how available budgets can be used and any limitations. Using TRAC as an Establishment Control tool. Carrying out workforce checks to ensure that the budgets reconcile at all times.
• To ensure that the Standing Financial Instructions of the Trust are followed by the Directorate Managers.
• Document significant variances in expenditure and ad hoc income monthly and report them to the Finance Business Partner. Recommend solutions to ensure the Trust stays within its agreed control total.
• Complete and comment on various reports explaining variances for the Head of Reporting and Processing to prepare the monthly Board Papers.
• Provide information for the Performance Monitoring Meetings. Highlighting Cost Pressures and any other issues that need to be discussed by the Clinical Director, Divisional Managers and the Director of Finance.
• Attend ad hoc meetings with the Senior Finance Team to explain the financial position of the Division. Ensuring that any queries that have been raised by Senior Financial Managers are answered.
• Organise and participate in monthly meetings with Divisional Managers to review their financial position at the end of each month. Provide advice and recommendations on effective budget utilisation for the financial year, including cost analysis and decision-making support
• Produce figures to support Divisional ad-hoc returns when required.

Person specification

Qualifications
Essential criteria

• Undertaking the AAT qualification
• Previous Finance expereince

Desirable criteria

• Previous experience working in NHS Finance

Skills

Essential criteria

• Excellent communication skills evidenced via a skilled application form
• Excellent excel skills with supporting evidence of use
• Strength of personal statement relevant to JD and Person Spec

Values and Behaviours

Essential criteria

• Evidence of strong ethical behaviours that are relevant to the JD and Person Spec

Key Messages

• Please let us know if you require an adjustment to our recruitment process.

• All correspondence will be sent via the email address you have registered as your TRAC account.

• Selection is based on the Trust's values, and the criteria outlined in the Job Description for the role.

• Employers have a legal responsibility to ensure that their employees have a "right to work" in the UK. Mid Cheshire Hospitals NHS Foundation Trust hold a Sponsor Licence, which means that we MAY be able to sponsor you IF the role meets the UK Government requirements for sponsorship. Not all NHS roles are eligible for sponsorship. To be eligible for sponsorship, the role must be in an eligible occupation code and must meet the skill level and the minimum salary threshold. You can find more information on the Government website.

• Staff recruited from outside the NHS will usually be appointed at the entry point (bottom) of the pay band.

• Appointments are subject to a 6-month probationary period. LED Doctors are subject to a 3-month probationary period.

• Please provide a contact email address for referees when you submit your application. We will not request any references until after you have been made a formal job offer.

• You will be required to pay for your DBS disclosure (where the post requires one). This will be done via 3 monthly instalments from your pay. We encourage applicants to join and remain registered with the DBS update service.

• We do not reimburse travel to interview expenses.

• Some posts may have implications on existing NHS Pension Scheme arrangements. For further information please visit the NHS Pensions Agency website: https://www.nhsbsa.nhs.uk/nhs-pensions

• Secondments will be considered for fixed term positions when both parties agree. Candidates should seek approval from their current line manager before application.

Employer certification / accreditation badges

Applicant requirements

This post will require a submission for Disclosure to be made to check for any unspent criminal convictions.

Documents to download

• Junior Management Accountant ( PDF , 552.5 KB )
• Continuous Improvement ( PDF , 292.8 KB )
• Guide to completing the Application ( PDF , 518.8 KB )
• Recruitment Process & Timescales ( PDF , 240.7 KB )
• DBS Checks and Ex-offender Guidance ( PDF , 146.4 KB )