Management Accounts Assistant

NHS University Hospitals of Liverpool Group; Liverpool; Hybrid; GBP 27,000 - 31,000; Full time

Job summary

A prominent healthcare organization in Liverpool is seeking a Band 4 Finance Assistant to support its finance department. You will provide essential financial information, work closely with budget holders, and help ensure the accuracy of financial records. The ideal candidate will have an AAT Level 4 and strong communication skills. This full-time role offers flexible working arrangements and a competitive salary package.

Qualifications

• AAT Technician Level 4 or equivalent required.
• GCSE Maths & English or equivalent essential.
• Possess a high degree of numeracy and accuracy.

Responsibilities

• Support the Divisional Accounting Assistant in financial obligations.
• Produce financial information for clinical budget holders.
• Work with clinicians to model financial information.

Skills

Numeracy and accuracy

Spreadsheet proficiency

Effective communication

Education

AAT Technician Level 4 or equivalent

GCSE Maths & English

Relevant degree

Tools

Oracle General Ledger

Job description

Band: 4

Main area: Finance

Grade: Band 4

Contract: Permanent

Hours:

• Full time
• Flexible working
• Home or remote working

Hours per week: 37.5

Job ref: 287-CEF-165-25

Department: LUH - 1 General Staffing (AFC posts)

Site: Aintree House

Town: Liverpool

Salary: £27,485 - £30,162 per annum (Yearly)

Closing date: 17/11/2025 23:59

Job 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. Responsibility for producing financial information and providing support to a group of clinical and departmental budget holders. To be a key member of the Trust's Finance Department and contribute to the delivery of its overall objectives.

They will be a member of the divisional team, providing complex financial and business information to clinical and non‑clinical colleagues. They will support aspects of service area financial and business performance and financial management processes to ensure efficiency and effectiveness.

Working with the Divisional Accounting Assistant, 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. There will be a requirement to discuss this review with budget holders.

Main Duties

To achieve this, the post holder will be expected to work with the clinicians and budget holders within the service area to model financial information to enable informed decision making on business processes and plans, which improve and enhance the overall productivity of the Trust.

The post holder will provide detailed information to support the development of robust financial forecasts. They will support the annual planning process and associated work streams.

They will deputise for the Divisional Accounting Assistant as and when necessary.

Detailed Responsibilities

• 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. Produce financial information and reports in a timely and accurate manner.
• Take a lead role in analysing income and expenditure, identifying variances, investigating where necessary and reporting to the Directorate Accountants. Provide high quality information for review.
• Reconcile the control accounts on a monthly basis and maintain appropriate documentation on file. All control accounts are fully reconciled and signed off within the agreed timetable.
• 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 use the system to ensure that data is input and information accessed where necessary. Confident working knowledge of Oracle General Ledger.
• Develop a detailed understanding of the recharge system, assist the Directorate Accountants in setting recharge budgets and oversee the monthly input of recharge information between Directorates. Respond to queries from the budget holders regarding recharges and resolve queries from other Trusts.
• Raise ad hoc requests for invoices to be raised and ensure the income is recorded. Invoices are raised within the agreed timetable.
• Assist in the Annual budget setting process for Directorates, develop an awareness of the Business Planning process and support the Directorate Accountants in producing financial information relating to it.
• Produce the budget information in Excel format from the General Ledger system on a monthly basis, ensuring that all data is reconciled and updated before being sent to the Directorates.
• Assist in the provision of reference cost and financial flows information. Develop sufficient knowledge and provide support when required.
• Contribute to the smooth and efficient functioning of the finance function by performing ad hoc duties as and when required, especially to ensure the fulfilment of any statutory financial information requirements.
• Provide financial information to, or answer queries from the Directorates when requested in a timely manner and attend meetings in the absence of the Divisional Accounting Assistant.
• Assist the Directorate Accountant with information and costs relating to specialist contracts. Develop sufficient knowledge and provide support when required.
• Assist the Directorate Accountants in calculating and monitoring costs of projects. Develop sufficient knowledge and provide support when required.
• Support the training process when required, both in terms of finance and non‑finance staff.

Qualifications

Essential criteria:

• AAT Technician Level 4 or equivalent
• GCSE Maths & English language or equivalent

Desirable criteria:

• Relevant degree

Knowledge

Desirable criteria:

• Knowledge of NHS finance processes

Skills

Essential criteria:

• Possess a high degree of numeracy and accuracy and the ability to work with spreadsheets to provide high quality financial information.

Personal Attributes

• Ability to organise their own work and demonstrate initiative required to ensure that all tasks are completed.
• Possess good communication skills in order to work effectively.

Equality and Diversity

The Trust is committed to promoting equality and diversity; we value the contribution of individual talent, skills, knowledge and experience and aim for a workforce demography representative of the local community. We encourage applicants from under‑represented groups including black, Asian and minority ethnic, lesbian, gay, bisexual and transgender (LGBTQ+), disabled, male and age 16–24.