Management Accounts Assistant

Transformation Unit; Liverpool; On-site; GBP 28,000 - 31,000; Full time

Job summary

Liverpool University Hospitals NHS Foundation Trust is recruiting a Management Accounts Assistant (Band 4) to join the Aintree Financial Management team. The role supports the Surgical Division, producing financial information and assisting budget holders to plan and monitor performance.

You will help with monthly performance reporting, forecasts, and the annual budget process, deputise for the Divisional Accounting Assistant when required, and contribute to efficient financial management across

Qualifications

• AAT Technician Level 4 or equivalent is required.
• GCSE Maths and English language or equivalent is required.
• Knowledge of NHS finance processes is beneficial.

Responsibilities

• Oversee and maintain spreadsheets and records for income and expenditure.
• Analyse income and expenditure, identify variances, and report to Directorate Accountants.
• Reconcile control accounts monthly and maintain documentation.
• Ensure monthly budget reconciliations are completed and documented.
• Develop understanding of the General Ledger and recharge system; support budgets and monthly inputs.
• Produce monthly budget information from the General Ledger in Excel for directorates.

Skills

Numeracy

Spreadsheet proficiency

Communication skills

Attention to detail

Time management

Education

AAT Technician Level 4 or equivalent

GCSE Maths & English language or equivalent

Tools

Oracle General Ledger

Job description

Employer Liverpool University Hospitals NHS Foundation Trust Employer type NHS Site Aintree House Town Liverpool Salary £28,392 - £31,157 per annum Salary period Yearly Closing 25/11/2026 23:59

Management Accounts Assistant

Band 4

Job overview

An exciting opportunity within the Aintree Financial Management team has become available. This post will support the Surgical Division and will be a rewarding post for the successful applicant with an opportunity to work within the existing Aintree Surgery financial management team and support a complex, dynamic and friendly Division.

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 of the job

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.

Working for our organisation

Liverpool University Hospitals NHS Foundation Trust comprises Aintree University Hospital, Broadgreen Hospital & Royal Liverpool University Hospital.

We are part of NHS University Hospitals of Liverpool Group, formed on 1 Nov 2024 from the coming together of LUHFT and Liverpool Women’s NHS Foundation Trust. The Group was born from a shared aim to improve the care we provide our patients.

UHLG is one of the largest employers in the region, with over 16,800 colleagues dedicated to caring for our communities - from birth and beyond.

For the 630,000 people across Merseyside, we are their local NHS. We provide general and emergency hospital care, alongside highly specialised regional services for more than two million people in the North West.

Aintree University Hospital is the single receiving site for adult major trauma patients in Cheshire and Merseyside and hosts a number of regional services including an award-winning stroke facility. Broadgreen Hospital is home to elective surgical, diagnostic and treatment services, together with specialist patient rehabilitation. Liverpool Women’s Hospital specialises in the health of women and babies, delivering over 7,200 babies in the UK’s largest single site maternity hospital each year. The Royal Liverpool University Hospital is the largest hospital in the country to provide inpatients with 100% single bedrooms and focuses on complex planned care and specialist services.

Detailed job description and main responsibilities

• To oversee and maintain spreadsheets and records to assist the Directorate Accountants in ensuring that income and expenditure is recorded accurately. To discuss routine queries with internal managers and external bodies where necessary. Financial information and reports are produced in a timely and accurate manner. Queries are dealt with in a timely and professional manner.
• To take a lead role in analysing income and expenditure, identifying variances, investigating where necessary and reporting to the Directorate Accountants. High quality information is provided to Directorate Accountants for review.
• To reconcile the control accounts on a monthly basis and maintain appropriate documentation on file. All control accounts are fully reconciled and signed off in line with the agreed timetable for completion.
• To ensure that budget reconciliation's are completed on a monthly basis, and that appropriate documentation and analyses are kept on file. All Budget Reconciliation's are fully reconciled and signed off in line with the agreed timetable for completion.
• To develop a detailed understanding of the General Ledger, to be able to use the system to ensure that data is input and information accessed where necessary. Confident working knowledge of Oracle General Ledger.
• To 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. To be able to respond to queries from the budget holders regarding there recharges and resolve queries from other Trusts. To complete all necessary work in respect of recharge systems in line with the agreed timetable, to respond to all queries effectively.
• To raise ad hoc requests for invoices to be raised and to ensure the income is recorded Invoices are raised within the agreed timetable
• To 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. Recognition from Directorate Accountants of support provided.
• To produce the budget information in Excel format from the General Ledger system on a monthly basis, ensuring that all data is reconciled and updated prior to being sent to the Directorates. Financial information is produced to a high level of quality in terms of presentation, within agreed timescales.
• 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 To be responsive and flexible when required
• Provide financial information to, or answer queries from the Directorates when requested in a timely manner and when requested, attend meetings in the absence of the Divisional Accounting Assistant. Directorates are satisfied with responses received.
• Assist the Directorate Accountant where necessary in the provision of 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. Favourable feedback where training is undertaken.

Person specification

Qualifications

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

Knowledge

• Knowledge of NHS finance processes

Skills

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

Please ensure you check the email account (including junk/spam boxes) from which you apply regularly as we will use this to contact you regarding your application.

Posts advertised to 'internal staff' are open to employees of hospitals within University Hospitals of Liverpool Group and you should confirm your employment within your application form.

Note: Under current Home Office Immigration Rules we are currently unable to offer right to work visa sponsorship for Band 2 and 3 roles with a salary of less than £25,000 pa as they do not meet the UK Visas & Immigration criteria.

Only those applicants who demonstrate clearly how they meet our person specification will be shortlisted for interview.

We reserve the right to close any vacancies from further applications when we have received a minimum number of applications from which to make a shortlist.

The Trust is committed to promoting a healthy work-life balance and achieve fair, equitable and consistent practice. We welcome flexible working requests and will consider a variety of flexible working arrangements from day one of your employment. Not all roles are suitable for every flexible working opportunity all of the time. Flexible working options may include reduced hours, compressed hours, fixed shifts, time back in lieu and home working.

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 the following groups that are currently under-represented in our workforce black, Asian and minority ethnic, lesbian, gay, bisexual and Transgender (LGBTQ+), disabled, male and age 16-24.

Trust policy requires that the cost of submitting & processing the successful applicant/s DBS application be recovered via salary deduction following start in post. The amount of £25.70 (standard disclosure) or £46.70 (enhanced disclosure) will be deducted from salary, in manageable monthly instalments for up to 3 months following commencement of employment. Bank posts require upfront payment.

From April 2017, Skilled visa applicants and their adult dependant(s) will be required to provide a criminal record certificate from each country they have lived in consecutively for 12 months or more in the past ten years.

Applicants requiring sponsorship may wish to determine the likelihood of obtaining sponsorship for this position by assessing themselves against the criteria on the gov.uk website - https://www.gov.uk/check-uk-visa.

This organisation has a zero-tolerance approach to the abuse of children, young people and vulnerable adults. All staff must ensure they adhere to the organisations safeguarding children and adults' policy and comply with the Local Safeguarding Children and Adult Board procedures.

Staff should be mindful of their responsibility to safeguard children and adults in any activity performed on behalf of the organisation in line with the requirements of statutory guidance and legislation.

All employees (and volunteers) are expected maintain their safeguarding knowledge and skills by completing mandatory safeguarding training which includes understanding and recognising the signs of abuse and neglect and taking appropriate action.

As an organisation, we have adopted the Merseyside Domestic abuse workplace scheme which supports our staff who are experiencing Domestic Abuse /any forms of sexual violence.

If you have any personal requirements that will enable you to participate in our recruitment process please contact a member of the Recruitment Services by phone on 0151 706 4666 at the earliest opportunity to ensure that measures can be put in place to enable your application for this post.

Our statement on modern slavery

We have zero tolerance of slavery and human trafficking and are committed to maintaining and improving systems, processes and policies to avoid complicity in human rights violation and to prevent slavery and human trafficking in our supply chain.

The Trust policies, procedures, governance and legal arrangements are robust, ensuring that proper checks and due diligence are applied in employment procedures to ensure compliance with this legislation. We also conform to the NHS employment check standards within our workforce recruitment and selection practices. This strategic approach incorporates analysis of the Trust’s supply chains and its partners to assess risk exposure and management on modern slavery.

Please note: new entrants to the NHS will commence on the first pay point of the relevant band.

Employer certification / accreditation badges

The postholder will have access to vulnerable people in the course of their normal duties and as such this post is subject to the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (Amendment) (England and Wales) Order 2020 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service to check for any previous criminal convictions.