Senior Management Accountant - NWAFT

North West Anglia NHS Foundation Trust; England; Sur place; GBP 55 000 - 75 000; Plein temps

Résumé du poste

North West Anglia NHS Foundation Trust is seeking a seasoned finance professional to support month-end reporting, forecasting, budgeting and variance analysis. You will combine financial, workforce and operational data to identify trends and risks, delivering actionable insights through Power BI dashboards and advanced Excel analyses.

Working with Finance Business Partners and senior managers, you will streamline reporting processes, enhance data quality and build robust management information.

Qualifications

• CCAB qualified or equivalent with current membership.
• Experience in financial reporting, budgeting and forecasting.
• Proven ability to translate data into actionable insights.

Responsabilités

• Support month-end reporting, budgeting and forecasting processes.
• Investigate variances and provide financial insights to senior managers.
• Develop dashboards and analytical tools using Power BI and Excel.
• Streamline reporting processes and improve data quality and controls.
• Lead or contribute to Trust-wide financial projects and training.

Connaissances

Power BI

Advanced Excel

Financial analysis

Stakeholder engagement

Formation

CCAB Qualified Accountant

Outils

Power BI

Excel

Description du poste

Working closely with Finance Business Partners and wider finance colleagues, you will support month-end reporting, forecasting, budgeting, variance analysis, benchmarking and Trust-wide financial projects. You will combine financial, workforce and operational information to identify trends, risks and opportunities, translating complex data into clear and actionable insight. The role has a strong focus on improving financial reporting through advanced Excel, Power BI and other digital tools. You will help develop accessible dashboards and reports, streamline and automate processes, strengthen data quality and controls, and support colleagues to adopt improved ways of working. This is an excellent opportunity for an enthusiastic finance professional who wants to add value, influence improvement and contribute to the ongoing development of the Trust's Financial Management function.

Main duties of the job

• Support the delivery of accurate and timely month-end reporting, budgeting, forecasting and financial analysis.
• Work closely with Finance Business Partners and senior managers to investigate variances, identify financial risks and opportunities, and support effective decision-making.
• Provide clear financial advice on business cases, savings, value for money, benchmarking and the effective use of Trust resources.
• Analyse and combine financial, workforce and operational information to produce meaningful insight and robust forecasts.
• Develop and improve financial reports, dashboards and analytical tools using Power BI, advanced Excel and other digital solutions.
• Streamline, standardise and automate reporting processes while maintaining strong financial controls, reconciliations and data quality.
• Lead or support Trust-wide financial projects, including pay and agency analysis, investment monitoring, benchmarking exercises, costing submissions and annual accounts.
• Build effective relationships with finance, operational and clinical colleagues, presenting complex information clearly to a range of audiences.
• Provide leadership, guidance and training to finance and non-finance colleagues, supporting the ongoing development of the Financial Management function.

About us

Working within the Finance Team You will join a supportive and collaborative Financial Management team that works closely across the wider Finance Directorate and with operational and clinical colleagues throughout the Trust. We value teamwork, shared learning and continuous improvement, and encourage colleagues to contribute ideas and help shape how our services develop. This role offers an excellent opportunity to work alongside experienced finance professionals, build relationships across the organisation and play an active part in improving our reporting, systems and ways of working. You will also support the development of colleagues by sharing knowledge, providing guidance and helping to embed consistent, efficient and value-adding approaches across the Financial Management function.

Job responsibilities

This is a pivotal role providing support and advice to the Finance Business Partners and Deputy Director of Finance with the provision of a high quality and timely financial management service to the Trust to ensure effective use of resources in pursuit of the Trusts priorities.

Working alongside the Finance Business Partners, and wider Financial Planning and Costing Team, this is a critical role and will cover the full suite of financial management responsibilities including undertaking detailed expenditure analysis at Trust, divisional and service level as required through to establishment control and forecasting.

The post will support the production of annual, quarterly and monthly financial reports; proactively investigating variances and providing analytical reports on areas. The individual will play a key leadership role during the month end reporting period in supporting and guiding the preparation of the divisional analysis for the Finance Business Partners.

The role will also support the Finance Business Partners and Deputy Director of Finance with Trust wide financial management and budgetary control duties including producing month end analysis and reports, focused analytical projects and benchmarking reviews as required.

The postholder will be able to demonstrate advanced digital and analytical skills, including substantial practical experience in the use of Power BI, advanced Excel and other relevant business intelligence tools to interrogate complex financial and non-financial information. They will have the ability to design, develop and maintain accurate, accessible and user-focused reports, dashboards and analytical tools, translating complex data and stakeholder requirements into clear, meaningful and actionable insight. The postholder will demonstrate experience of critically reviewing reporting arrangements and delivering improvements through the streamlining, standardisation and automation of processes, while maintaining robust financial controls, reconciliations and data-quality standards. They will possess effective communication and influencing skills, with the ability to provide technical guidance, training and practical support to colleagues and to promote the consistent adoption of improved reporting tools and ways of working across the Financial Management function.

As a senior member of the Financial Management Team the role will also be expected to contribute to delivery of the Directorate Strategic Plan including delivery of strategies as well as ongoing development of the team.

We are looking for a highly motivated, enthusiastic professional to join our management accounts team to provide value adding financial analysis.

Person Specification

Qualificaltions

• CCAB Qualified Accountant (or equivalent recognised professional accountancy qualification) with current professional membership or relevant experience

Improvement

• Experience of driving process improvement or service redesign, including streamlining, standardising or automating reporting processes and supporting organisational change.

IT Skills

• Experience of developing and improving reporting solutions using Power BI and advanced Excel, including dashboards, data visualisation and analytical reporting.

Analytical and IT Skills

• Advanced analytical and IT skills, with the ability to interrogate complex financial, workforce and operational datasets and translate findings into meaningful management information.

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.