Management Accountant

Healthcare Partners Ltd; Guildford; On-site; GBP 45,000 - 65,000; Full time

Job summary

Healthcare Partners Ltd is seeking a Management Accountant to support the Finance Manager with timely financial reporting, forecasting, and budget management. The role partners with clinical and non-clinical teams to provide insights and drive cost improvements.

Based in the Guildford area, you will produce monthly statements, handle accruals and reconciliations, and support budgeting processes. A solid finance background and ERP/MS Office proficiency are essential.

Qualifications

• Able to analyse and interpret financial and non-financial data.
• Experience with budgeting, forecasting and financial reporting.
• Experience with ERP systems and MS Excel/365 applications.

Responsibilities

• Assist Finance Manager/Head of Finance in delivering a complete financial service.
• Provide monthly budget statements and variance analysis.
• Produce timely, accurate financial information for colleagues.
• Support budget managers with information and recommendations.

Skills

Financial analysis

ERP experience

Excel proficiency

Communication skills

Education

Bachelor’s degree or equivalent in business/finance

AAT Level 4 / CIMA/ ACCA / CIPFA certificates (or working towards)

Tools

ERP system

Microsoft 365

Job description

This is a pivotal role in supporting operational managers and the Senior Finance Manager with timely, accurate financial reporting, insightful analysis, and effective budget management.

Main duties of the job

The Management Accountant plays a critical role in achieving financial excellence within HPL. Key responsibilities include, BUT not limited:

• To assist the Finance Manager / Head of Finance in the provision of a complete professional financial service to the service area.
• Delivering high-quality management accounting and business partnering services to HPL & the clients.
• Providing timely, accurate financial information to clinical and non-clinical colleagues.
• Provide monthly budget statements and financial reports analysing variances and trends in accordance with the reporting timetables.
• Assisting budget managers with financial information and recommendations for action.

Working for our organisation

Established in 2018, Healthcare Partners Ltd (HPL) is a wholly-owned subsidiary of the Royal Surrey NHS Foundation Trust.

We offer a consultative, collaborative approach — based on a genuine desire to make healthcare provision outstanding, and respecting the opinions and skills of our fellow clinical professionals to produce exceptional outcomes.

We are a substantial company in our own right, with an annual turnover of around £50m and over 80 staff. We partner with other healthcare providers throughout the UK in both the public and private sectors, reinvesting our profits and savings back into the NHS.

At Healthcare Partners Ltd, the patient is at the heart of all we do. We’re proud to be part of the NHS, helping to make healthcare better.

Healthcare Partners Ltd does not hold a sponsorship licence and is therefore unable to offer visa sponsorship now or at any point in the future

Detailed job description and main responsibilities

The Management Accountant's core responsibilities include:

Business Planning & Forecasting:

• Assisting in the production of integrated financial and business plans.
• Contributing to annual budget setting and financial planning.
• Identifying cost pressures, service developments, and cost improvements.
• Maintaining financial ledger and budget system reconciliations.

Accounting and Financial Reporting:

• Producing monthly budget statements and reports.
• Providing information for internal and external purposes.
• Ensuring financial documentation is accurate and updated.
• Managing accruals, pre-payments & adjustments

Qualifications

• Business related Bachelor’s Degree or AAT Level 4 Completed or CIMA Certificate level completed or ACCA – Minimum 6 Papers Completed or CIPFA Certificate in Management and Financial Accounting completed or qualified with experience.

Knowledge

• Experience in ERP System using the Finance Module – minimum of 2 years
• Experience using Microsoft Excel, Word, Power Point and Microsoft 365 (Cloud Suite)

Skills

• Able to analyse and interpret complex financial and non-financial data, able to present this in a clear and intelligent way.
• Excellent written and verbal communication skills – able to communicate at all levels within and external to the organisation, and to communicate complex financial information clearly to non-financial staff.