Management Accountant/Income Assistant

NHS; United Kingdom; Hybrid; GBP 29,000 - 37,000; Full time

Job summary

A regional NHS Trust in the United Kingdom is seeking a Management Accountant to ensure timely financial reporting and budget management. Candidates should have AAT qualifications or relevant experience, alongside public sector familiarity. This full-time role promises a salary of £29,970 to £36,483 per annum and is fixed-term for 12 months. Applicants should be adept in financial systems and possess solid analytical skills, contributing to effective financial planning and reporting processes.

Qualifications

• Public Sector and/or NHS experience required.
• Experience in budget management and financial reporting.
• Proficient in financial systems and office environments.

Responsibilities

• Ensure comprehensive and timely monthly reporting of finances.
• Support setting of revenue budgets.
• Assist in training budget holders on management and control.

Skills

Ability to provide and present financial information

Ability to analyse and interpret data

Ability to contribute to financial planning

Education

AAT Qualified or equivalent experience

Job description

Job Summary

We currently have two opportunities available: one Income Assistant and one Management Accountant. On application, please indicate your preference. 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 transferable level of experience.

About the Trust

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’re 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.

Employment Details

Date Posted: 18 December 2025

Pay Scheme: Agenda for change

Band: Band 5

Salary: £29,970 to £36,483 a year per annum

Contract: Fixed term

Duration: 12 months

Working pattern: Full-time, Flexible working, Home or remote working

Reference number: 241‑480CD‑25

Job locations:
Bolton Hospital NHS Foundation Trust
Minerva Road
Bolton
BL40JR

Management Accountant – Responsibilities

• 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 – Responsibilities

• 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.

Qualifications – Essential

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

Qualifications – Desirable

• Aiming to achieve CCAB management level within next 2 years.

Knowledge & Experience – Essential

• 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.

Knowledge & Experience – Desirable

• Experience of working in a management accounts environment.

Skills – Essential

• 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 no precedent that supports 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.

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Certificate of Sponsorship

Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab). From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).

Employer Details

Employer name: Bolton NHS Foundation Trust

Address: Bolton Hospital NHS Foundation Trust
Minerva Road
Bolton
BL40JR
Website: http://www.boltonft.nhs.uk/