Management Accountant/Income Assistant

Health Jobs UK; Bolton; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A healthcare trust is seeking a Management Accountant to enhance financial operations. Responsibilities include managing financial reports, supporting budgetary processes, and training team members. Applicants should have an AAT qualification or equivalent experience, and aim for CCAB certification. The trust values teamwork and effective communication, offering an inclusive workplace that nurtures growth. This role is essential in delivering outstanding services to the Bolton community, reflecting the trust's commitment to quality care.

Qualifications

• Experience with budgetary management and reporting in a public sector setting.
• Experience of working in a management accounts environment.
• Ability to present financial information effectively.

Responsibilities

• Ensure timely monthly reporting of financial positions.
• Support budget setting and training of budget holders.
• Handle day-to-day transactional activities in income management.

Skills

Analysis and interpretation of financial data

Communication skills

Teamwork

Education

AAT Qualification

CCAB management level (aiming)

Job description

Job overview

We currently have two opportunities available: 1x Income Assistant and 1x Management Accountant. On application, please indicate if you have a preference for either role.

If you're someone with the ambition and courage to make us outstanding, we'd love to hear from you. As an FSD Level 3 accredited Finance department, training and development is at the heart of what we are about. You must be studying towards and have ambitions to be a fully CCAB or CIMA qualified accountant or have a transferrable level of experience.

This exciting opportunity will allow the successful candidate to work in an engaging and forward-thinking organisation and be responsible for key objectives. The Management Accountant will support the Financial Management team in the provision of financial information, analysis and advice to managers and staff within the Trust in the most timely and effective manner.

We are looking for team players with excellent communication and relationship building skills to join the team. New staff can expect a warm welcome but will need to have the ability to build relationships with the team and division whilst working remotely for part of the working week. Applicants should be able to and be comfortable in working in this way as our 'agile' working principles continue to evolve.

Main duties of the job

Management Accountant

• Ensuring comprehensive and timely monthly reporting of Directorates' financial position.
• Supporting the setting of the Directorate revenue budgets.
• Assisting in the training of budget holders and managers in budgetary management and control.
• Assisting in the training and development of individuals within Financial Management.

Income Assistant

• Support the income team with day-to-day transactional activities, including invoicing, data processing, reconciliations, and income reporting.
• Maintain and update contract and patient-related income records in financial systems, ensuring timely recognition of income and cash inflows.
• Liaise with internal and external colleagues to resolve queries, improve data quality, and ensure timely recovery of income.
• Assist with monthly and annual financial returns, support statutory submissions, and contribute to financial planning processes.
• Build knowledge of NHS income processes and provide analysis, exception reporting, and customer-focused service in line with Trust values.

Working for our organisation

We're a humble Trust. But we know what makes us good: our clinical performance and sound operations - rooted in patient safety, robust governance and continuous quality improvement; our highly engaged staff, whose passion for patient care creates a palpable, warm and welcoming spirit and the innovative way we work with our partners. We are good - the CQC recognised this in April 2019 our staff tells us this every time we ask them. But we want to be outstanding. Not for ourselves, but for the communities we serve.

Bolton is a special place, part of the Greater Manchester family but with a robust identity of its own; communities that are rich in their diversity but unified in the shared characteristics of friendliness, compassion and resilience. They deserve outstanding services.

We have clear ambitions for our finance function to be the very best it can be and need a new Management Accountant in Finance to help guide and shape that journey for both the Trust and the Divisions. We are seeking individuals with excellent communication skills and an ability to learn quickly and adapt under pressure. The role requires an individual who can use their initiative to deal with a constantly changing and challenging dynamic.

Detailed job description and main responsibilities

Management Accountant

• Ensuring comprehensive and timely monthly reporting of Directorates' financial position.
• Supporting the setting of the Directorate revenue budgets.
• Assisting in the training of budget holders and managers in budgetary management and control.
• Assisting in the training and development of individuals within Financial Management.

Income Assistant

• Support the income team with day-to-day transactional activities, including invoicing, data processing, reconciliations, and income reporting.
• Maintain and update contract and patient-related income records in financial systems, ensuring timely recognition of income and cash inflows.
• Liaise with internal and external colleagues to resolve queries, improve data quality, and ensure timely recovery of income.
• Assist with monthly and annual financial returns, support statutory submissions, and contribute to financial planning processes.
• Build knowledge of NHS income processes and provide analysis, exception reporting, and customer-focused service in line with Trust values.

For further details / informal visits contact

Person specification

QUALIFICATIONS

Essential criteria

• AAT Qualified or qualified by significant relevant experience Evidence of continued professional development portfolio

Desirable criteria

• Aiming to achieve CCAB management level within next 2 years

KNOWLEDGE & EXPERIENCE

Essential criteria

• Public Sector and/or NHS Experience. Experience of working with budget holders for budgetary management, reporting, analysis and setting Experience of working in an office environment, within a finance discipline which has included experience of a range of accounting areas and financial systems.

Desirable criteria

• Experience of working in a management accounts environment

SKILLS

Essential criteria

• Ability to provide and present financial information to gain co-operation and commitment of clinicians, managers and staff. Ability to analyse and interpret numerical and verbal data and to develop and consider a range of options and make judgements where there is not, necessarily a precedent that support the delivery of service/divisional objectives Ability to contribute to the medium and long term financial planning process, advising on aspects of the financial/business plan for the service/division.

The vision of this Trust is to be recognised by the people of Bolton and beyond as an excellent provider of health and care services and a great place to work. We are striving to attract, recruit and retain high calibre skilled staff which reflect our communities. We are an inclusive employer who trains and develops our staff in a positive learning environment.

We thrive on cultivating cultural architecture, if you have the right skills, attitudes and behaviours, in line with our Trust values, we welcome and appreciate the diversity you bring to our organisation.

We offer a wide range of staff benefits please click on the link below to see what current benefits we have.

Staff benefits - Bolton NHS FT (boltonft.nhs.uk)

From time to time we may need to close a vacancy early when in receipt of a sufficient number of applications. If you are interested in this post and wish to be considered, we strongly advise you to complete and submit your application as soon as possible.

Employer certification / accreditation badges

Documents to download

• Management Accountant Band 5 ( PDF , 688.3 KB )
• Management Accountant PS ( PDF , 480.3 KB )
• Income Assistant JD ( PDF , 321.0 KB )
• Income Assistant PS ( PDF , 170.6 KB )
• Trust Profile ( PDF , 334.1 KB )
• What Makes Bolton Brilliant ( JPG , 924.2 KB )
• Applicants with a Disability ( PDF , 207.9 KB )
• Open letter ( PDF , 235.7 KB )