This is an exciting opportunity for an outstanding finance professional to join a growing and evolving Management Accounts team. We have a Management Accountant post that will be pivotal in supporting Livewell Southwest with accurate and timely financial reporting, analysis and advice.
You will be joining a busy Management Accounts team playing a key role in;
* Helping to support workforce planning going forward.
* Helping to report on vacancy information to aide operational plans.
* Contribute towards and be an active member of a team of highly respected colleagues.
If you have the motivation and enthusiasm to work within a large busy Management Accounts function to support Livewell Southwest to make a real difference to the delivery of health care services across Devon, then we are looking forward to hearing from you.
This is an exciting new role in which the successful applicant can shape and make their own. Exciting development opportunities await.
We support flexibility in working arrangements, including both the location and hours and are happy to discuss options that suit your work/life balance and any reasonable adaptations.
Hybrid working but office based Wednesdays as a minimum.
Main duties of the job
To ensure accuracy to the senior finance team and senior managers of the organisation on the current workforce position.
This role will need to work with service managers and other management accountants to ensure the establishment and budget is accurate. The post holder will be responsible for reporting vacancies for the organisation.
Assisting in setting budgets for the new financial year will be imperative in the role, so full understanding of services is required.
This role will need to work with services to help implement workforce plans and support in reviewing staffing and making changes in ledger/ESR as appropriate.
This role will also support the payroll and pension officer in day-to-day tasks.
This role may not be eligible for sponsorship under the Skilled Worker route; please refer to the Direct Gov website for more information with regards to eligibility.
Please note that Livewell may close the job advertisement earlier than the specified deadline if a high number of applications are submitted. Therefore, we recommend you submit your application at the earliest opportunity.
All Livewell staff are expected to be able and willing to work across a 7-day service.
About us
Livewell Southwest is an independent, award-winning social enterprise delivering integrated health and social care services across Plymouth, South Hams, and West Devon, with specialist services in parts of Devon and Cornwall. Our teams work in community hospitals, GP practices, sports centres, and health hubs.
As an organisation with a strong social conscience, we are guided by our values: kindness, respect, inclusivity, ambition, responsibility, and collaboration. We focus on transforming services to ensure sustainability while empowering staff and those we serve.
We involve the people we care for, along with their families and carers, in shaping the care they receive, striving to deliver the right care at the right time and place. Centering our work on individual needs helps people lead healthy, independent lives.
We prioritise employees' development, offering protected CPD time, training pathways, leadership programs, and funding for qualifications like the Care Certificate and Nurse Training Scholarships. Our induction and preceptorship programs ensure a smooth transition into our organisation.
Livewell Southwest values diversity and encourages applications from all sections of the community, including those with armed forces experience, lived experience of mental health, neuro-diverse conditions, and learning disabilities. If you need assistance or reasonable adjustments during the application process, contact the Recruiting Manager listed in the job advert.
Job responsibilities
JOB PURPOSE
To ensure accuracy to the senior finance team and senior managers of the organisation on the current workforce position.
This role will need to work with service managers and other management accountants to ensure the establishment and budget is accurate. The post holder will be responsible for reporting vacancies for the organisation.
Assisting in setting budgets for the new financial year will be imperative in the role, so full understanding of services is required.
This role will need to work with services to help implement workforce plans and support in reviewing staffing and making changes in ledger and ESR as appropriate.
This role will also support the payroll and pension officer in day-to-day tasks.
SCOPE AND RANGE
This role will be responsible for ensuring the establishment and workforce budget across the whole organisation is accurate, reflecting any changes and working with ESR lead to ensure that ESR is kept up to date.
This role will also support and cover the payroll and pension officer where appropriate.
MAIN DUTIES AND RESPONSIBILITIES
The below list gives the main tasks of the post holder; however, due to the ever-changing environment, the post holder is expected to be flexible and pick up ad-hoc tasks where required:
1. Monthly and annual ledger closedown.
2. Meet budget holders to discuss establishments.
3. Support with business planning.
4. Budget maintenance on ledger both WTE and GBP.
5. Investigate and report on variances.
6. Monitor new investments.
7. Support the payroll and pension officer.
Responsibility for People Management
No direct reports but expected to help develop the payroll and pension officer.
Responsibility for Financial and Physical Resources
Responsible for looking after IT equipment and returning it on leaving or as requested.
Responsibility for Administration
The post holder is expected to be able to work on own initiative as well as part of a team. Must be able to prioritise workload to ensure deadlines are met. Able to keep appropriate documents for backing and audit sign off. Must be able to represent the finance department when meeting service managers.
Responsibility for People Who Use Our Services
The post holder is expected to meet budget holders to review budgets. Update ledger and ensure reconciliation to ESR. WTE must be up to date to ensure no delay to recruitment.
Responsibility for Implementation of Policy and or Service Developments
The post holder must be able to support with budget setting work and keep up to date with workforce developments.
Other Responsibilities
The post holder must be able to work with the payroll and pension officer and administer payroll forms as appropriate. The post holder must amend budgets for workforce changes as appropriate.
COMMUNICATIONS AND RELATIONSHIPS
The post holder will work with the below stakeholders. This list is not definitive and may be subject to change:
1. Finance senior managers
2. Management accountants
3. Service managers
4. Business Intelligence and other finance staff
5. Human Resources including workforce lead
6. Payroll and pension officer
7. Payroll providers
PHYSICAL DEMANDS OF THE JOB
The post holder should be able to work at home in line with the hybrid working policy. They must follow DSE guidance. Ideally, can drive in case required to meet service users on site.
ADDITIONAL INFORMATION FOR ALL POSTS
The post holder is required to comply with all relevant policies and procedures pertinent to their post. Current versions can be found on the intranet or via your manager. The areas listed below are those Livewell Southwest currently places particular emphasis on. Failure to follow correct policies and procedures may result in disciplinary action.
In accordance with the Risk Management Strategy, employees will participate, whenever required, with the risk management process. They will support line managers by attending mandatory and statutory training, completing incident and accident forms for every adverse event or near miss that occurs, report all defects and complaints, and communicate any dangerous situation to individuals potentially at risk.
Health and Safety at Work
You must cooperate with those in authority and others in meeting the statutory requirements and in following policies and procedures. A copy of the Health and Safety Policy is available from the intranet or from the Risk Management Department.
You are reminded that in accordance with the Health and Safety at Work Act, you have a duty to take reasonable care to avoid injury to yourself and to others affected by your work activities.
You will be notified where your post carries a requirement for immunisation.
You may be required to be able to undertake physical intervention training and participate in physical intervention as part of a physical intervention team and Basic Life Support.
Infection Control
Livewell Southwest is determined to eradicate healthcare-acquired infection and puts a great deal of emphasis on the responsibility of all staff to ensure their own personal and others' compliance with Infection Control including Hand Washing Policies. All staff must comply with infection control policies and guidance, attend relevant updates and report issues of concern to their immediate line manager; if no action or explanation is received, then it is the individual's responsibility to escalate their concerns to the Director of Operations or Chief Executive Office.
Safeguarding Children and Adults
All employees have a duty to safeguard and promote the welfare of children and adults and are required to act in such a way that at all times safeguards their health and wellbeing. Familiarisation with and adherence to national and local safeguarding adults and children policies is an essential requirement upon all employees. Livewell Southwest has specific safeguarding policies, and in addition, employees also have a responsibility to practice and work within the multi-agency policy developed by the Safeguarding Adults Board and the Safeguarding Children Board. Staff are also required to participate in related mandatory and statutory training.
Research
For clinical posts at bands 5 and 6, there is an expectation that engagement in research will be part of this role. Therefore, an awareness of the value and relevance of research is expected, and the post holder should either support existing research within their specialty area as appropriate or identify opportunities to raise awareness of research possibilities. For clinical posts at band 7 and above, the post holder will be required to actively participate in complex audits using research methodology or participate as required in clinical trials or equipment testing, and will demonstrate high-level involvement in local ongoing research projects.
Sustainability and Climate Change
All staff are expected to take responsibility for the reduction of carbon emissions within their area of the organisation. In particular, this may relate to reducing energy consumption, making low carbon travel choices, consideration of goods and services being purchased, and waste reduction.
Other
This Job Description is not exhaustive and may change as the post develops, but such change will not take place without consultation between the post holder and their manager. Job descriptions should be reviewed at least annually at the appraisal meeting.
The Working Time Regulations apply to all employees of Livewell Southwest.
Livewell Southwest has adopted NO SMOKING and NO ALCOHOL policies for staff, which applies to all posts. Details of the policy are available on request and will be included in the statement of main terms and conditions of service of staff appointed.
Person Specification
Individual Skills
* Able to use office products to a high standard
* Communicate with clinical and non-clinical staff
* Able to make decisions in line with policies
* Work on own initiative
* Work as part of a team
* Able to give advice/training
* Confidentiality
Experience
* Able to use Oracle
* Complete budget, pay and expenditure journals
* Two years working in a finance setting
* Experience of forecasting/planning
* Able to analyse and report on information
Full-time, Part-time, Job share, Flexible working
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