Management Accounts Assistant | Liverpool University Hospitals NHS Foundation Trust

Liverpool University Hospitals NHS Foundation Trust; Liverpool; On-site; GBP 28,000 - 38,000; Full time

Job summary

Liverpool University Hospitals NHS Foundation Trust is seeking an experienced Management Accounts Assistant to support the Surgical Division within the Aintree Financial Management team. You will help produce financial information, assist budget holders, and contribute to monthly performance reporting and internal/external reporting processes.

The role involves working with clinicians and budget holders to model financial information, develop robust forecasts, and support annual planning.

Qualifications

• Experience supporting divisional financial management and budget holders.
• Ability to produce timely monthly performance reports.
• Proficient in Excel and financial systems (Oracle General Ledger).

Responsibilities

• Oversee and maintain spreadsheets to ensure income and expenditure are recorded accurately.
• Analyse income and expenditure, identify variances, report to Directorate Accountants.
• Reconcile the control accounts monthly and maintain documentation.
• Ensure monthly budget reconciliations are completed on time.
• Develop understanding of General Ledger and use Oracle General Ledger.
• Oversee recharge budgets and monthly recharge information between Directorates.
• Raise ad hoc invoices and ensure income is recorded.
• Assist in annual budget setting and produce financial information.
• Produce monthly budget information from General Ledger in Excel.
• Provide financial information to Directorates and attend meetings as needed.

Skills

Financial reporting

Budget analysis

Data analysis

Tools

Oracle General Ledger

Job description

Management Accounts Assistant | Liverpool University Hospitals NHS Foundation Trust

Company:

Company: Liverpool University Hospitals NHS Foundation Trust

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.

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.

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.

For roles at Liverpool Women’s, visit their careers page.

• - 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.

This advert closes on Wednesday 25 Nov 2026

Liverpool University Hospitals NHS Foundation Trust

Liverpool University Hospitals NHS Foundation Trust

Liverpool University Hospitals NHS Foundation Trust