Management Accountant
Cheswold Park Hospital
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Benefits offered by this job
Job summary
The Band 5 Management Accountant role at South West Yorkshire Partnership NHS Trust is based in Wakefield. The post supports delivery of high-quality financial management services to budget holders within the BDU/Directorate and requires AAT qualification or equivalent and prior management accounting experience.
The role involves monthly management reporting, budgeting, financial analysis, and collaboration with clinical and operational colleagues.
Qualifications
- AAT qualified or equivalent qualification.
- Experience in management accounting.
Responsibilities
- Provide high level financial expertise and advice to budget holders and managers.
- Coordinate, evaluate and review monthly management reports.
- Produce detailed workings for budget setting and financial planning.
- Provide costing and financial analysis for business cases.
- Supervise junior finance staff within the team.
Skills
Education
Job description
We are delighted to be recruiting for a Band 5 Management Accountant to join our friendly, close‑knit and supportive team.
We are delighted to be recruiting for a Band 5 Management Accountant to join our friendly, close‑knit and supportive team.
We are more than just numbers. Our role in Finance is to empower clinical and operational colleagues with the tools, insights and confidence they need to deliver outstanding patient care. We are collaborative, people‑focused and passionate about making finance accessible across every part of the organisation.
The successful applicant will be AAT qualified (or hold an equivalent qualification) and will have experience of management accounting. You will be confident working independently and building effective relationships with budget holders, ensuring that an accurate financial position is reported while supporting managers to develop and deliver their services.
We support flexible working in line with the Trust's Flexible Working Policy and offer a fully funded study package for colleagues wishing to continue their professional qualifications and development.
We believe that a diverse workforce is essential to delivering excellent services and are committed to providing an inclusive, welcoming and supportive workplace for people from all backgrounds.
This is an excellent opportunity for an ambitious finance professional looking to develop their NHS finance career within a supportive team environment, with access to mentoring, professional development and career progression opportunities.
The Management Accountant Is Responsible For:
- Provide high level financial expertise and advice to managers;
- Support mangers with the development and delivery of their Annual Plan;
- Co-ordinate, evaluate and review the production of the monthly Management Reports;
- Produce detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan;
- Provide financial advice to aid the production of Business Cases.
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 have their up-to-date flu vaccination to protect staff and 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.
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 were accountable to our members, who can have a say in how were 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 expects all colleagues and volunteers to share this commitment.
We do reserve to right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.
Date posted 09 September 2026
Pay scheme Agenda for change
Band 5
Salary £32,073 to £39,043 a year
Contract Permanent
Working pattern Full-time, Flexible working
Reference number C9378-QA01513
Job locations Fieldhead Hospital Ouchthorpe Lane Wakefield WF1 3SP United Kingdom
The Management Accountant is responsible for supporting the Senior Management Accountant and BDU finance manager in delivering high quality and timely financial management services to all budget holders within a Business Delivery Unit (BDU)/ Corporate Services.
Providing support to the Senior/Finance Manager and budget managers in the development and delivery of the BDU/ Directorate Annual Plan
Production of the monthly BDU/Directorate management reports including financial forecasts
Intelligence gathering and investigation of service issues to advise on financial risk and options for decision making with direction from senior finance staff
Provide costing and financial analysis for service development and business cases with direction from senior finance staff
- BDU Finance Manager / Senior Management Accountant
- Budget holders within the BDU / Support Services including managers and clinicians
- Management Accounts team
- Senior staff in finance including access to specialist expertise
- Internal and external relationships with key stakeholders and partners in order to represent the BDU or finance department in meetings or project work
To provide advice and training to budget managers to ensure there is good understanding and compliance with Standing Financial Instructions, Standing Orders Financial Procedures and accounting policies
To provide analysis and information to senior finance staff for completion of information and returns for external bodies including Freedom of Information requests
To provide accurate financial information to the required timetables and detailed analysis to support the completion of statutory accounts under the direction of senior finance staff
To support the Senior/Finance Managers in the development and maintenance of the BDU/Support Services medium term financial plan through calculation of budgets and undertaking financial analysis as directed
Provide financial support and advice to support BDU/Support Services business planning for a portfolio of budgets holders
Plan and deliver detailed costing and analysis work to support BDU capital and revenue developments including business cases and delivery of Cost Improvement Plans under the direction of senior finance staff
Produce the detailed workings for budget setting
Produce the monthly management reports for the BDU/Support Services including financial forecasting
Undertake analysis and investigation of service issues arising from monthly reporting for portfolio of budget holders, including consideration of financial risk.
Support the Senior finance managers in the production and analysis of service line reporting.
Provide professional financial support and advice for financial reporting to BDU/Support Services budget holders and other managers with the support of senior finance staff.
Produce written financial analysis to support the decision making process within the BDU/Support Services directorate under supervision of senior finance staff
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.
Provide financial and costing analysis to the central finance team to support the delivery of mandatory returns or to internal facilitate benchmarking.
Provide training to other finance and BDU/Support Services staff as appropriate
Key member of the BDU/directorate support services team to be able to contribute to BDU/directorate projects and matrix management.
Supervision of junior BDU finance staff.
Work as an integral member of the finance team to ensure the Trust delivers on its statutory financial duties.
We put the person first and in the centre
We know that families and carers matter
We are respectful, honest, open and transparent
We improve and aim to be outstanding
We are relevant today and ready for tomorrow
Report any concerns regarding the safety or wellbeing of children, adults service users, members of their families etc, in accordance with Trust Policy.
Prevent and respond appropriately to abuse and understand own role in this by undertaking Safeguarding training.
Trust policies and commitments to be read in line with the relevant Trust Policy:
- All Staff Employed By The Trust Must Comply With The Trusts Policies And Procedures, Undertake Appropriate Training Required For Their Role And Commit To:
- ensure they are aware of the Whistleblowing Policy and how they raise concerns;
- maintain confidentiality, in line with the Trusts Confidentiality Policy and Code of Conduct;
- understand their personal responsibilities with regards to data quality for any information which they create, use or process in accordance with the General Data Protection Regulation (GDPR), The Data Protection Act 2018 (DPA) and Trust Data Protection policy;
- comply with the provisions of The Trusts Health and Safety Policy and Protocol. Ensuring their own safety and that of colleagues, service users and visitors. Know the action to be taken in the event of a fire and must undertake fire training annually;
- receive supervision in line with the Trusts Supervision Policy and an annual Appraisal in line with the Trusts Appraisal Policy, during which mandatory, role specific and personal development needs should be identified and agreed;
- understand their responsibilities under the Trusts Equal Opportunities in Employment Policy and ensure that they adhere to the provisions of the policy;
- recognise, respect and support the equality diversity of staff, colleagues, service users, carers and the public. Contribute to a working environment which promotes and responds positively to difference and diversity;
- ensure they carry out their duty to safeguard and promote the welfare of children and young people under the age of 18 years, as issued under Section 11 of The Children Act 2004, by being familiar with and adhering to Trust safeguarding policies and participating in relevant training;
- comply with their professional responsibilities to develop their practice and deliver care through a Clinical Governance framework (i.e. CPD, Audit, Supervision);
- demonstrate, through practice and practical understanding, the importance of the continual development of individual, team and service wide quality improvement;
- abide by relevant codes of professional practice, with the organisation taking action when codes of conduct are breached;
- work flexibly to meet the needs of the service/organisation, whilst working within a culture of progressive employment practices and commitment to the Investors in People (IiP) Standards;
- adhere to the Trusts smoke free policies, which prohibits smoking anywhere on Trust grounds;
- being socially responsible by complying with measures that support the Trust in reducing or offsetting our environmental impact;
- Identify and report risks, hazards, incidents, accidents and near misses promptly;
- In addition to the Trusts own responsibilities under the Health and Social Care Act 2008, Code of Practice on the prevention and control of infections and related guidance, for your safety, ALL staff (and contractors) are responsible for ensuring their work adheres to this Code in the delivery of safe patient care.
This job description is an outline of the main duties of the post. The postholder will be required to undertake other duties commensurate with the band as directed. The content of this post will be reviewed in consultation with the postholder when necessary and in line with the service developments.
For full details of the role please see the supporting documents attached.
- Track record of day to day management of wide portfolio of budgets including :
- Co-ordinating and undertaking detailed workings on budget setting;
- Co-ordinating and producing monthly management reports;
- Analysis and investigation of more complex variances;
- Calculate year end forecasts on pay and non pay budgets;
- Intelligence gathering to support senior staff in analysis and decision making;
- Ability to problem solve analyse issues and develop options for a solution;
- Undertake project or business case costing with some supervision;
- Provide support to budget managers and non finance staff.
- Track record of supervision of staff.
- Delegation of work within small team and management of delivery to deadlines.
- Provide technical support to project work internal and external to finance.
- NHS Experience.
- Foundation Trust experience.
- Using Agresso system.
- Experience of presentation to finance and no-finance audience.
- Experience of service line reporting.
- Good understanding 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.
- Undertake complex or technical analysis to support reporting or specific project work.
- Good understanding of financial processes and able to design and implement improvements.
- 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 co ordinate the provision of reliable , relevant accurate and timely information.
- Evidence of advanced excel skills.
- Customer service training.
- Understanding of Foundation Trust regime.
- AAT equivalent experience.
- Substantial experience in management accounts.
- AAT qualification.
- Evidence of personal development.
- Studying for accountancy CCAB qualification.
- Effective time management.
- Can undertake a Leadership role in the team.
- Good team worker.
- Able to co ordinate effort.
- Able to work flexibly to meet changes in priorities.
- Can deliver to deadlines.
- 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).
- Ability to travel around the wider Trust.
- Car owner / driver.
Employer name South West Yorkshire Partnership NHS Trust
Address Fieldhead Hospital
Ouchthorpe Lane
Wakefield
WF1 3SP
United Kingdom
Employer's website https://www.southwestyorkshire.nhs.uk (Opens in a new tab)
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