Job summary advert may close early once sufficient number of applications is reached Are you an AAT part-qualified accounting technician with experience in financial management looking for a fresh and exciting new challenge? We have an exciting opportunity in our newly restructured, award winning Financial Management team supporting a £365m turnover high performing Foundation Trust. To deliver our strategy, we are looking for a Management Accountant to support the delivery of our monthly management accounts across one of our clinical Care Groups. You will be a key part of the finance team providing financial stewardship to the organisation and supporting the achievement of the finance team vision. We are seeking applications from individuals who have the drive, passion and ability to make a difference. If you believe you can offer this then we would like to hear from you. Main duties of the job An Excellent opportunity is available to support the Financial Management team reporting to the Deputy Finance Business Partner. The post holder, with support of the team, will be responsible for Care Group budgets and providing support to budget holders to ensure information and data is accurate and up to date. Responsible for ensuring accuracy within the General Ledger and associated financial systems in order to improve the level of services (quality, relevance, accuracy and timeliness of information) and increased efficiency to allow the Care Group to manage their budgets and deliver the FT financial regime. About us At North Tees & Hartlepool NHS Foundation Trust our main priority is, and always will be, to provide safe and high quality care to our patients every day; the kind of care we would want for ourselves and our loved ones. We want our organisation to be the best place to work with the right staff, in the right roles, at the right time, to ensure we deliver exceptional patient care and experience. We will support staff through providing an inclusive and supportive workplace with health and well-being initiatives, staff benefits and opportunities for personal and professional development. Staff recognition is very important to us; as well as performance reviews and appraisals, we recognise staff through Star and Team of the month, colleague recognition - a note of thanks, Managers Awards, Shining Stars and Service Awards. We actively encourage staff involvement with staff networking events and staff survey "Together we are North Tees & Hartlepool" Date posted 02 January 2025 Pay scheme Agenda for change Band Band 4 Salary £26,530 to £29,114 a year pro rata per annum Contract Permanent Working pattern Full-time Reference number 345-FIN6894348 Job locations University Hospital of North Tees Hardwick Road Stockton-on-Tees TS19 8PE Job description Job responsibilities In conjunction with the Deputy FBP maintaining and developing the range and scope of Care Group budget reports, Directorate summaries and accompanying reports and analysis for the Care Group. Ensuring accuracy, quality and that reports are available in accordance with the reporting timetable and within accepted professional standards. To be responsible for the preparation and completion of journals, budget amendments etc, on a monthly basis. Assist in maintaining the budgeting system to produce annual staff budgets, reconciliation of all budgets, and the inputting of all budgets into the General Ledger. Assist in maintaining and developing the General Ledger system, report writing using Oracle Discoverer and other analysis packages. Supporting and advising the Deputy FBP and Care Group in the following areas: Investigation of budget variances in relation to income, pay, non pay and recharges, and taking appropriate action where necessary. Produce activity statistics to link with financial information for the production of performance management data for discussion with operational management. Liaise with HR and Payroll to maintain the integrity of the systems. Attend regular meetings with operational management to inform them of the financial position and address any queries raised. To look and advise on opportunities to contain costs increase income and identify cost improvements. Vetting of requisitions in the Cardea system under protocols decided by the Deputy FBP. Provide information and support in the production of reference costs and annual accounts. Maintaining accurate and up to date establishment records to discuss these with operational management to ensure pay expenditure remains within budgeted establishment. Ensuring all work and contact with third parties is to professional standards, and that full regard is given to confidentiality. Other ad hoc duties as and when requested by the Deputy FBP or by managers within Finance. Job description Job responsibilities In conjunction with the Deputy FBP maintaining and developing the range and scope of Care Group budget reports, Directorate summaries and accompanying reports and analysis for the Care Group. Ensuring accuracy, quality and that reports are available in accordance with the reporting timetable and within accepted professional standards. To be responsible for the preparation and completion of journals, budget amendments etc, on a monthly basis. Assist in maintaining the budgeting system to produce annual staff budgets, reconciliation of all budgets, and the inputting of all budgets into the General Ledger. Assist in maintaining and developing the General Ledger system, report writing using Oracle Discoverer and other analysis packages. Supporting and advising the Deputy FBP and Care Group in the following areas: Investigation of budget variances in relation to income, pay, non pay and recharges, and taking appropriate action where necessary. Produce activity statistics to link with financial information for the production of performance management data for discussion with operational management. Liaise with HR and Payroll to maintain the integrity of the systems. Attend regular meetings with operational management to inform them of the financial position and address any queries raised. To look and advise on opportunities to contain costs increase income and identify cost improvements. Vetting of requisitions in the Cardea system under protocols decided by the Deputy FBP. Provide information and support in the production of reference costs and annual accounts. Maintaining accurate and up to date establishment records to discuss these with operational management to ensure pay expenditure remains within budgeted establishment. Ensuring all work and contact with third parties is to professional standards, and that full regard is given to confidentiality. Other ad hoc duties as and when requested by the Deputy FBP or by managers within Finance. Person Specification Qualifications Essential AAT Part- Qualified and minimum of 2 years' experience in financial management. Desirable AAT Qualified NHS experience Skills Essential Good computer skills with experience of Microsoft office particularly MS Excel. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner. Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines. Must have excellent prioritisation and organisational skills. Must possess good analytical skills Must have excellent verbal and written communication skills. Ability to raise invoices, record and monitor income and understand aged debt and follow up actions required. Knowledge of calculating and analysing budget statements and variances. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines Must have excellent prioritisation and organisational skills. Desirable Knowledge of Oracle Cloud Knowledge of Standing Financial Instructions, standing orders and schemes of delegation. Knowledge of Payment by results Knowledge of calculating and processing tax, NI, superannuation and VAT. Knowledge of the management, monitoring and reporting of service agreements. Person Specification Qualifications Essential AAT Part- Qualified and minimum of 2 years' experience in financial management. Desirable AAT Qualified NHS experience Skills Essential Good computer skills with experience of Microsoft office particularly MS Excel. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner. Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines. Must have excellent prioritisation and organisational skills. Must possess good analytical skills Must have excellent verbal and written communication skills. Ability to raise invoices, record and monitor income and understand aged debt and follow up actions required. Knowledge of calculating and analysing budget statements and variances. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines Must have excellent prioritisation and organisational skills. Desirable Knowledge of Oracle Cloud Knowledge of Standing Financial Instructions, standing orders and schemes of delegation. Knowledge of Payment by results Knowledge of calculating and processing tax, NI, superannuation and VAT. Knowledge of the management, monitoring and reporting of service agreements. 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. Certificate of Sponsorship Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab). From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab). Additional 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. Certificate of Sponsorship Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab). From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab). Employer details Employer name North Tees & Hartlepool NHS Foundation Trust Address University Hospital of North Tees Hardwick Road Stockton-on-Tees TS19 8PE Employer's website https://www.nth.nhs.uk/ (Opens in a new tab)