Management Accountant

Our Health Partnership; Birmingham; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading healthcare partnership in Birmingham is seeking a Management Accountant to oversee financial reporting, budgeting, and financial modelling for their Central Team and associated networks. The ideal candidate should be proactive, possess strong management reporting skills, and be part-qualified in accounting. This role offers flexible working arrangements and a supportive environment for professional development.

Benefits

Flexible working arrangements

Generous terms and conditions

NHS pension

Generous leave allowance

24/7 Employee Assistance Programme

Qualifications

• Proven experience in management accounting, including budgeting and forecasting.
• Experience with accounting software and financial management systems.

Responsibilities

• Prepare accounts for the Central Team and PCNs.
• Lead budget setting and financial modelling.
• Provide monthly financial reporting.

Skills

Management Reporting

Problem Solving

Organisational Skills

Communication

Education

Part-qualified accountant (ACCA, CIMA, or equivalent)

Tools

Microsoft Office

Xero

Job description

• Have strong management reporting skills.

Job summary

OurHealth Partnership (OHP) is one of the largest GP partnerships in the UK,comprising 29 GP practices that deliver care to over 281,000 patients acrossBirmingham, Wolverhampton, and Shropshire.

In addition to our GMS-basedservices, we support 10 Primary Care Networks (PCNs) and manage 4 EnhancedAccess HUBs, serving nearly 500,000 patients in total.

Weare seeking an experienced and part-qualified Management Accountant who thrivesin the management reporting aspects of accounting. This role is pivotal inproviding extensive financial services, including budget setting, financialmodelling, forecasting, and monthly financial reporting. You will lead theseareas for both the Central Team and the 10 PCNs and 4 Enhanced Access HUBs wesupport.

Main duties of the job

Key Responsibilities:

• Prepare accounts for the Central Team, 10 PCNs, and 4 Enhanced Access HUBs.
• Lead budget setting, financial modelling, and forecasting.
• Provide monthly financial reporting and support the Central Team budget.

About You:

The ideal candidate will:

• Be able to work independently and as part of a team.
• Be a proactive problem solver.
• Have strong management reporting skills.

What We Offer:

• Flexible working arrangements, including part-time or job share options.
• Generous terms and conditions, including NHS pension and a generous leave allowance.
• Access to a 24/7 Employee Assistance Programme.

About us

OurHealth Partnership is a super-partnership of 29 GP practices across Birmingham,Shropshire and Wolverhampton. We also support 10 Primary Care Networks acrossBirmingham and Shropshire. The role will be based with the OHP CentralTeam, based in Cotteridge, Birmingham.

Job description

Job responsibilities

1.Financial planning

TheManagement Accountant will play a key role in budget setting for areas withintheir portfolio and support the Head of Finance including: -

• The preparation of annual budgets for PCNs
• The preparation of annual budgets for Extended Access Hubs
• The preparation of OHP central budgets.

2. Financial Reporting (including Month End, Year End and other reporting)

TheManagement Accountant is accountable for month end financial reporting forOHPs Central Services, Primary Care Networks (PCN) and Enhanced Access Hubs. Key activities in this area are:

• Lead on the preparation of accurate and timely monthlymanagement accounts for distribution to managers/stakeholders, and issuedwithin specified timescales
• Maintain reporting hierarchy in OHP financial ledger (chartof accounts)
• Ensure accruals have been completed accurately and on time,with any areas of risk identified in respect of debtor/creditor assumptionsduring the financial year and at year-end.
• Prepare, or direct the preparation of contract monitoringreports for all contracts held by OHP and other routine information.
• Responsible for preparing Financial Reports to the OHP Board andFinance Committee.
• Responsible for the management of OHP financial system (Xero)

3. Financial management/Reporting

• TheManagement Accountant will be the first point of contact for day-to-day financequeries and monthly reporting issues/actions in respect of areas covered withinthe portfolio.
• To assist lead clinicians and managers with any day-to-dayfinance queries
• Lead monthly or other PCN meetings. To report on thefinancial position of the network and to update the participants on financialissues/actions/risks etc.
• To provide interpretive information to assist lead cliniciansand managers in making best use of finance reports/information e.g. narrativesto accompany monthly finance reports, variance analysis etc.
• To provide comprehensive financial reports to all stakeholders,both external and internal.
• To carry out service costings as required to assist withdecision making, as directed by the Head of Finance.
• To take proactive steps to ensure that all income due forservices within the portfolio is secured and recovered
• Interact with the Head of Finance and the OHPexternal accounting partner (currently BDO) to provide financial benchmarkingand other financial reporting which provides OHP practices with businessinformation
• To support the Head of Financewith the reportingrequirements of the Business Intelligence Unit
• To identify financial risks / matters of concern, ensuringthat the Head of Finance and other managers are apprised as necessary

4. Supervisory duties

• Nosupervisory duties: however, a close working relationship with the FinancialController is required

5. Customer satisfaction

Inperformance of the role, the postholder will on behalf of OHP, routinelyinteract with and respond to a variety of queries/issues internal and externalcustomers/stakeholders. In executingthese tasks, the postholder will: -

• Respond in a prompt and appropriate manner in accordance withOHPs polices e.g. email response policy
• Respond to complaints promptly, advising the Head of Finance or other OHP Managers as required, taking actions as require
• Assist the Head of Finance in identifyingopportunities to improve the range and quality of services OHP provides, withinavailable resource constraints

6. Continuing Professional Development

• The postholder will ensure they meet the CPD requirements ofAAT or CCAB bodies for which they are a member and/or student.
• The postholder will take proactive steps to ensure they arefully conversant with current NHS polices / guidance in respect of areasrelated to their portfolio e.g. PCNs

7. Other duties

• Contribute to the development of effective finance departmentprocedures and policies
• To attend, as required by the Head of Finance, meetingssuch as OHP Finance and Governance committee, to provide information in respectof matters associated with the postholders portfolio e.g., aged debts,contract performance etc.
• Participating in the OHP operational out of hours on-callrota for extended access HUBs.

The above list is not exhaustive and due to the natureof the services that OHP central team deliver and the size of the team theremay be a requirement for the post holder to undertake other duties as directedby the Head of Finance.

Job description
Job responsibilities

1.Financial planning

TheManagement Accountant will play a key role in budget setting for areas withintheir portfolio and support the Head of Finance including: -

• The preparation of annual budgets for PCNs
• The preparation of annual budgets for Extended Access Hubs
• The preparation of OHP central budgets.

2. Financial Reporting (including Month End, Year End and other reporting)

TheManagement Accountant is accountable for month end financial reporting forOHPs Central Services, Primary Care Networks (PCN) and Enhanced Access Hubs. Key activities in this area are:

• Lead on the preparation of accurate and timely monthlymanagement accounts for distribution to managers/stakeholders, and issuedwithin specified timescales
• Maintain reporting hierarchy in OHP financial ledger (chartof accounts)
• Ensure accruals have been completed accurately and on time,with any areas of risk identified in respect of debtor/creditor assumptionsduring the financial year and at year-end.
• Prepare, or direct the preparation of contract monitoringreports for all contracts held by OHP and other routine information.
• Responsible for preparing Financial Reports to the OHP Board andFinance Committee.
• Responsible for the management of OHP financial system (Xero)

3. Financial management/Reporting

• TheManagement Accountant will be the first point of contact for day-to-day financequeries and monthly reporting issues/actions in respect of areas covered withinthe portfolio.
• To assist lead clinicians and managers with any day-to-dayfinance queries
• Lead monthly or other PCN meetings. To report on thefinancial position of the network and to update the participants on financialissues/actions/risks etc.
• To provide interpretive information to assist lead cliniciansand managers in making best use of finance reports/information e.g. narrativesto accompany monthly finance reports, variance analysis etc.
• To provide comprehensive financial reports to all stakeholders,both external and internal.
• To carry out service costings as required to assist withdecision making, as directed by the Head of Finance.
• To take proactive steps to ensure that all income due forservices within the portfolio is secured and recovered
• Interact with the Head of Finance and the OHPexternal accounting partner (currently BDO) to provide financial benchmarkingand other financial reporting which provides OHP practices with businessinformation
• To support the Head of Financewith the reportingrequirements of the Business Intelligence Unit
• To identify financial risks / matters of concern, ensuringthat the Head of Finance and other managers are apprised as necessary

4. Supervisory duties

• Nosupervisory duties: however, a close working relationship with the FinancialController is required

5. Customer satisfaction

Inperformance of the role, the postholder will on behalf of OHP, routinelyinteract with and respond to a variety of queries/issues internal and externalcustomers/stakeholders. In executingthese tasks, the postholder will: -

• Respond in a prompt and appropriate manner in accordance withOHPs polices e.g. email response policy
• Respond to complaints promptly, advising the Head of Finance or other OHP Managers as required, taking actions as require
• Assist the Head of Finance in identifyingopportunities to improve the range and quality of services OHP provides, withinavailable resource constraints

6. Continuing Professional Development

• The postholder will ensure they meet the CPD requirements ofAAT or CCAB bodies for which they are a member and/or student.
• The postholder will take proactive steps to ensure they arefully conversant with current NHS polices / guidance in respect of areasrelated to their portfolio e.g. PCNs

7. Other duties

• Contribute to the development of effective finance departmentprocedures and policies
• To attend, as required by the Head of Finance, meetingssuch as OHP Finance and Governance committee, to provide information in respectof matters associated with the postholders portfolio e.g., aged debts,contract performance etc.
• Participating in the OHP operational out of hours on-callrota for extended access HUBs.

The above list is not exhaustive and due to the natureof the services that OHP central team deliver and the size of the team theremay be a requirement for the post holder to undertake other duties as directedby the Head of Finance.

Person Specification

Experience

Essential

• Proven experience in management accounting, including budget setting, financial modelling, forecasting, and monthly financial reporting.
• Experience with accounting software and financial management systems.
• Experience of drafting reports and briefing papers
• Experience of Microsoft Office software

Desirable

• Experience of working in a customer facing role
• Experience working within the healthcare sector or a similar environment.

Qualities & Abilities

Essential

• Highly motivated and proactive.
• Ability to manage multiple tasks and meet deadlines.
• Strong organisational skills.
• Adaptable and flexible approach to work.
• Commitment to continuous professional development.

Personal Qualities

Essential

• Good communicator, verbal and written.
• Problem solver
• Positive and flexible attitude
• Able to work without supervision
• Self-motivated
• Organised and methodical approach to workload
• A strong desire to learn and develop.

Qualifications

Essential

• Part-qualified accountant (ACCA, CIMA, or equivalent).
• Good level of IT knowledge.

Desirable

• Educated to degree level.

Person Specification
Experience

Essential

• Proven experience in management accounting, including budget setting, financial modelling, forecasting, and monthly financial reporting.
• Experience with accounting software and financial management systems.
• Experience of drafting reports and briefing papers
• Experience of Microsoft Office software

Desirable

• Experience of working in a customer facing role
• Experience working within the healthcare sector or a similar environment.

Qualities & Abilities

Essential

• Highly motivated and proactive.
• Ability to manage multiple tasks and meet deadlines.
• Strong organisational skills.
• Adaptable and flexible approach to work.
• Commitment to continuous professional development.

Personal Qualities

Essential

• Good communicator, verbal and written.
• Problem solver
• Positive and flexible attitude
• Able to work without supervision
• Self-motivated
• Organised and methodical approach to workload
• A strong desire to learn and develop.

Qualifications

Essential

• Part-qualified accountant (ACCA, CIMA, or equivalent).
• Good level of IT knowledge.

Desirable

• Educated to degree level.

Employer details

Employer name

Our Health Partnership
Address

1st Floor

1856 Pershore Road

Birmingham

B30 3AS

Employer's website