Senior Management Accountant - Retail & Channels

PHOENIX group - Integrated Healthcare Provider; Runcorn; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading healthcare provider in the UK is seeking a Senior Management Accountant to manage monthly financial accounts and reporting for Retail and customer channels. This role includes financial forecasting, budgeting, and team management, aimed at delivering valuable insights and ensuring compliance with financial controls. Ideal candidates will be ACA, ACCA, or CIMA qualified, with at least three years of post-qualification experience and the ability to translate complex financial data into actionable insights.

Benefits

25 days annual leave plus bank holidays

Health cash plan support

High street discounts

Employee Assistance Programme

Contributory Pension Scheme

Fully funded training programmes

Qualifications

• 3+ years post-qualified experience in financial roles.
• Strong background in financial planning and forecasting.
• Experienced in managing finance staff and enhancing financial controls.

Responsibilities

• Lead financial reporting and period-end processes.
• Drive forecasting and budgeting in collaboration with Finance leadership.
• Manage and develop a team of three finance staff.

Skills

Financial control

Analytical skills

Communication

Stakeholder management

Education

ACA, ACCA, or CIMA qualified

Tools

Excel

PowerPoint

SAP

Job description

Job Title: Senior Management Accountant – Retail & Channels

Location: Runcorn

Salary: Competitive

Working Pattern: Monday to Friday, 9am – 5:15pm. 37.5 hours per week.

About Us:

At Phoenix Medical Supplies, we pride ourselves on delivering top class, business relevant solutions to the UK healthcare industry. Join us and be a part of a team that really makes a difference. We are looking for a Senior Management Accountant to lead the successful and accurate completion of the monthly management accounts and financial reporting, forecasting & budgeting processes for all Retail and customer channel business areas sitting under the responsibility of the Retail MD, and provide timely insight to the business on the financial performance in these areas.

Key Responsibilities:

• Lead all financial reporting, period-end processes, and variance analysis for Retail and customer channel business areas (e.g., PSUK, Numark, OTC, Sales & Marketing, Digital).
• Own KPI, financial, and non-financial reporting across monthly, quarterly, and annual cycles with insightful commentary.
• Drive forecasting, budgeting, and long-term planning in collaboration with Finance leadership and business stakeholders.
• Deliver ad hoc financial analysis and challenge sales, margin, and cost performance across Retail and customer channels.
• Ensure robust financial controls, income recognition, invoicing, and revenue accuracy, including third-party billing (e.g., OPDs).
• Manage balance sheet items including debtors, stock, rebates, accruals, and intercompany accounts, ensuring financial control.
• Lead audit preparation and communication for Retail & channel areas, ensuring compliance and timely completion.
• Manage and develop a team of three (1 Management Accountant, 2 Assistant Management Accountants), supporting training and alignment with business goals.

What We’re Looking For:

• ACA, ACCA, or CIMA qualified accountant with 3+ years post-qualified experience and strong financial control background, including ledger accounting, accruals, and intercompany reporting.
• Proven experience in financial planning, forecasting, and modelling across P&L, balance sheet, and cashflow.
• Skilled at producing insightful reporting and translating complex financial data into actionable insights for non-finance stakeholders.
• Track record of enhancing financial controls, delivering process improvements, and mitigating financial risk.
• Experienced in managing, coaching, and developing finance staff and building high-performing teams.
• Strong communication and presentation skills with the ability to influence and challenge at all levels of the business.
• Excellent analytical skills with high attention to detail and ability to work effectively under pressure in deadline-driven environments.
• Advanced Excel and PowerPoint proficiency; SAP or equivalent financial systems experience preferred.

What We Offer

• 25 days (pro rata) annual leave plus bank holidays, increasing with length of service
• Medicash – a health cash plan to support everyday healthcare costs (e.g. eyecare, prescriptions)
• iTrent Financial Wellbeing – an app to help manage and access your pay flexibly
• High street discounts and offers
• Employee Assistance Programme (EAP)
• Contributory Pension Scheme
• Fully funded accredited training programmes through the Apprenticeship Scheme