Management Accounts Assistant

Liverpool University Hospitals NHS Foundation Trust; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading healthcare trust in Liverpool is seeking a Finance Support professional to assist the Divisional Accounting Assistant in delivering financial obligations. The role requires AAT Technician Level 4 or equivalent and involves modeling financial data, managing budgets, and ensuring accurate reporting. Strong communication and numerical skills are essential for successful collaboration with budget holders.

Qualifications

• AAT Technician Level 4 or equivalent is essential.
• Experience in financial management processes required.
• Strong ability to work with spreadsheets to provide financial information.

Responsibilities

• Support financial management processes of the Trust.
• Model financial information for decision making.
• Oversee accurate record keeping of income and expenditure.

Skills

Financial modeling

Budget management

Numeracy and accuracy

Communication skills

Education

AAT Technician Level 4 or equivalent

GCSE Maths & English

Relevant degree

Job description

Overview

The post holder will provide support to the Divisional Accounting Assistant in the delivery of financial and statutory obligations of the Trusts Financial Management function. They will support aspects of service area financial and business performance and financial management processes to ensure efficiency and effectiveness. The post holder will develop and produce information to support accurate and timely monthly performance reports for presentation at service meetings and to feed into the Trusts position for internal and external corporate reporting.

To be a key member of the Trust's Finance Department and contribute to the delivery of its overall objectives.

Main Duties

• Work with clinicians and budget holders within the service area to model financial information to enable informed decision making on business processes and plans.
• Provide detailed information to support the development of robust financial forecasts.
• Support the annual planning process and associated work streams.
• Deputise for the Divisional Accounting Assistant as and when necessary.
• Oversee and maintain spreadsheets and records to assist the Directorate Accountants in ensuring that income and expenditure is recorded accurately.
• Discuss routine queries with internal managers and external bodies where necessary, ensuring timely and professional responses.
• Take a lead role in analysing income and expenditure, identifying variances, investigating where necessary and reporting to the Directorate Accountants.
• Reconcile the control accounts on a monthly basis and maintain appropriate documentation on file.
• Ensure that budget reconciliations are completed on a monthly basis and that appropriate documentation and analyses are kept on file.
• Develop a detailed understanding of the General Ledger and be able to use the system to ensure that data is input accurately.
• Assist the Directorate Accountants in setting recharge budgets and oversee the monthly input of recharge information between Directorates.
• Respond to queries from budget holders regarding recharges and resolve queries from other Trusts.
• Raise ad‑hoc requests for invoices and ensure income is recorded within the agreed timetable.
• Assist in the Annual budget setting process for Directorates, producing financial information relating to it.
• Produce the budget information in Excel format from the General Ledger system on a monthly basis, ensuring reconciliation before sending to the Directorates.
• Assist in the provision of reference cost and financial flows information.
• Support the training process for finance and non‑finance staff when required.
• Assist the Directorate Accountant with specialist contract information and cost monitoring of projects.
• Contribute to the smooth and efficient functioning of the finance function by performing ad‑hoc duties and ensuring statutory financial information requirements are met.
• Provide financial information or answer queries from Directorates in a timely manner and attend meetings in the absence of the Divisional Accounting Assistant when requested.

Qualifications

• AAT Technician Level 4 or equivalent
• GCSE Maths & English language or equivalent
• Relevant degree, knowledge of NHS finance processes, high degree of numeracy and accuracy, and ability to work with spreadsheets to provide high‑quality financial information.
• Good communication skills to work effectively with budget holders.