Detailed Job Description and Main Responsibilities
To assist in the production and monitoring of budgets, in accordance with guidelines and agreed deadlines.
This includes:
1. Support in the production of Management Information with particular emphasis on Month end Management Accounts and Annual Budgets.
2. To process and account for documents relating to Management Information in line with the Trust's Financial Procedures. This includes having sufficient supporting evidence for a full audit trail. Investigate and resolve discrepancies.
3. To assist Management in meeting Statutory Obligations.
4. Build and maintain strong relationships with Divisional and Departmental Managers to position the Finance Department as a trusted advisory service.
5. Provide the Assistant Management Accountant/Team Leader with the necessary information to build and maintain good relationships with external bodies. This includes addressing user needs, such as funding issues, and ensuring income is received by raising invoices when needed.
6. Assist with the daily systems administration of the Department and plan your workload to ensure routine tasks (daily, weekly, monthly) are completed accurately and on schedule in accordance with timetables.
7. Contributing to the continuous improvement of the Team and processes.
Budgetary Control
1. To prepare all supporting documentation for the Trust's budget setting process. Ensuring that all relevant factors are incorporated. To attend meetings with Divisional Managers and Department Heads to agree rolling budgets and ensure that Cost Pressures for the coming year are highlighted and costed throughout the overall process.
2. To ensure timely and accurate delivery of Budget Statements for specific areas ensuring that the information is accurately presented.
3. To identify Cost Pressures within the Division on a monthly basis and report them to the Finance Business Partner.
4. To be aware of any business cases that might be arising and report to the Finance Business Partner.
5. To ensure that Divisional Managers receive reported information in a timely manner and to arrange and attend meetings with Managers to discuss any areas of concern that have occurred or may occur over the course of the financial year, with the support of the Team Leader.
6. Ensure newly appointed Budget Holders are directed to the finance training sessions that are provided by the wider finance team, of which the postholder will play a part in delivery.
Financial Management
1. Maintain and update the establishment budgets, ensuring Divisional Managers stay within their specified budgets. Provide guidance on how available budgets can be used and any limitations. Using TRAC as an Establishment Control tool. Carrying out workforce checks to ensure that the budgets reconcile at all times.
2. To ensure that the Standing Financial Instructions of the Trust are followed by the Directorate Managers.
3. Document significant variances in expenditure and ad hoc income monthly and report them to the Finance Business Partner. Recommend solutions to ensure the Trust stays within its agreed control total.
4. Complete and comment on various reports explaining variances for the Head of Reporting and Processing to prepare the monthly Board Papers.
5. Provide information for the Performance Monitoring Meetings. Highlighting Cost Pressures and any other issues that need to be discussed by the Clinical Director, Divisional Managers and the Director of Finance.
6. Attend ad hoc meetings with the Senior Finance Team to explain the financial position of the Division. Ensuring that any queries that have been raised by Senior Financial Managers are answered.
7. Organise and participate in monthly meetings with Divisional Managers to review their financial position at the end of each month. Provide advice and recommendations on effective budget utilisation for the financial year, including cost analysis and decision-making support.
8. Produce figures to support Divisional ad-hoc returns when required.
Person Specification
Qualifications
Essential Criteria
1. Undertaking the AAT qualification.
Desirable Criteria
1. Previous experience working in NHS Finance.
Skills
Essential Criteria
1. Excellent communication skills evidenced via a skilled application form.
2. Excellent excel skills with supporting evidence of use.
3. Strength of personal statement relevant to JD and Person Spec.
Values and Behaviours
Essential Criteria
1. Evidence of strong ethical behaviours that are relevant to the JD and Person Spec.
Key Messages
* Please let us know if you require an adjustment to our recruitment process.
* We are a flexible working employer, so please talk to us about any flexible working requirements.
* All correspondence will be sent to the email address you have registered as your TRAC account.
* Selection is based on the Trust's values, and the criteria outlined in the Job Description for the role.
* Secondments will be considered for fixed term positions when both parties agree. Candidates should seek approval from their current line manager before application.
* Appointments are subject to a 6-month probationary period. LED Doctors are subject to a 3-month probationary period.
* Please provide a contact email address for referees. We will not request references until after you have been made a formal job offer.
* You will be required to pay for your DBS disclosure (where the post requires one). This will be done via 3 monthly instalments from your pay. We encourage applicants to join and remain registered with the DBS update service.
* We do not reimburse travel to interview expenses.
* Some posts may have implications on existing NHS Pension Scheme arrangements. For further information please visit the NHS Pensions Agency website: https://www.nhsbsa.nhs.uk/nhs-pensions.
* Employers have a legal responsibility to ensure that their employees have a "right to work" in the UK. If you intend to seek permission to work in the UK via a Skilled Worker visa, please be aware that the UK Government set eligibility requirements e.g. minimum salary requirement and skill levels. Not all NHS roles are eligible for sponsorship. We recommend that you use the information on the Home Office website to check if this role will be eligible.
Employer Certification / Accreditation Badges
Applicant Requirements
This post will require a submission for Disclosure to be made to check for any unspent criminal convictions.
Documents to Download
* Junior Management Accountant ( PDF, 552.5 KB )
* Continuous Improvement ( PDF, 292.8 KB )
* Guide to completing the Application ( PDF, 518.8 KB )
* Recruitment Process & Timescales ( PDF, 240.7 KB )
* DBS Checks and Ex-offender Guidance ( PDF, 146.4 KB )
* Our Trust Benefits ( PDF, 1.7 MB )
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