Job summary IntraHealth are recruiting for an experienced Finance Manager to support our Head of Finance and wider Finance Team, based at our Head Office at William Brown Centre in Peterlee, County Durham. IntraHealth offers staff a hybrid working pattern with the successful candidate expected to work in the office a minimum 3 days per week. The ideal candidate will be a qualified accountant with experience of monthly management accounts, forecasting and budgeting, staff development, project work and systems/process development. You must be an excellent communicator, team player, hardworking and flexible who can adapt easily to change in a busy forward-thinking company. The successful applicant for this post will be joining us at a particularly exciting time and will be supporting our operational teams who deliver school vaccination programs. In return you will enjoy excellent NHS terms and conditions, a competitive salary, option of hybrid working. Main duties of the job The aim of the role is to provide a full financial accounting and reporting service ensuring timely management information is produced. The role will involve supporting the Head of Finance and the wider finance team and will include month end reporting and management accounts production, budgeting and forecasting, balance sheet reconciliations and undertaking financial project work and undertaking viability exercises for new opportunities. You will support and develop the finance team and have the opportunity to line manage. You will also closely support budget holders with varying degrees of financial acumen and therefore your ability to communicate financial performance compared to budget to colleagues from a non-financial background will be paramount. Depending on the needs of the business your role may place more emphasis on one or more of the duties above, but you will be required to have knowledge of all. The post holder will support all divisions of the business, partnering the management team of the divisions and the Directors. The post holder will be the finance lead for divisions as required. The post will also be required to work alongside the Head of Finance in developing the financial reporting system and processes, ensuring appropriate controls are in place. About us IntraHealth is one of the UKs leading provider of NHS Primary and Community Care services. We serve a range of patients across our three divisions of Primary Care (general practice), Pharmacy and Clinical Services which includes anticoagulation monitoring, patient medication reviews and childhood immunisation programmes. We also provide management and clinical support to other GP practices and NHS bodies. We are a well-established organisation having provided NHS services since the company was founded in 1999. Our team is made up of GPs, Advanced Nurse Practitioners (ANPs), Nurses, Pharmacists, Pharmacy Technicians, Health Care Assistants (HCAs) and local administration teams supported by a centralised back office function; providing finance, HR, administration and data analysis support. We operate NHS services across the North East, North West and Yorkshire. Date posted 10 January 2025 Pay scheme Other Salary Depending on experience Contract Fixed term Duration 12 months Working pattern Full-time, Part-time, Flexible working, Home or remote working Reference number U0025-25-0005 Job locations First Floor, William Brown Centre Manor Way Peterlee County Durham SR8 5TW Job description Job responsibilities Operational duties Month End Reporting To ensure all transaction processing is accurate, complete and timely - raising journals and accruals/prepayments/provisions as appropriate Oversee completion of monthly management accounts in line with deadlines Review/calculation of monthly income recognition ensuring accuracy of deferring or accruing income as necessary Assisting team with production of monthly management accounts Reviewing overheads against budgets/forecasts Reviewing salary costs against budgets/forecasts Perform P&L review for reasonableness Conducting balance sheet reviews and preparing balance sheet reconciliations Correctly accounting for fixed assets Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons. Assisting the Head of Finance in producing the month end reporting pack for the Board of Directors Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads Assisting the Head of Finance with reporting improvements Budgeting & Forecasting Working with budget holders for cost centres within the post holders remit in order to produce a detailed budget on an annual basis Working with budget holders for cost centres within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis Maintaining a working/live P&L forecasting model for each cost centre which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis. Providing input into the monthly cashflow forecasting exercise for cost centres within the post holders remit Maintaining a staff model for cost centres to ensure accurate staff cost forecasts Maintaining Policies, Procedures and Records Assist in maintaining a documented system of accounting policies and procedures Drive process improvement and policy development initiatives that impact the function Maintaining records such as customers, asset registers, risk registers, chart of accounts Relationships Assist with requests for evidence from external auditors Liaise with internal and external stakeholders including NHS Pension Authority and NHS Property Services Represent IntraHealth in a manner befitting the image of the organisation Work unsupervised when necessary whilst recognising the need to refer to others for support/guidance when required. To work effectively as part of a team. Communicate clearly and in a manner consistent with the individuals level of understanding. Other duties Assisting with the year end audit process Support Head of Finance with finance projects Finance support for tenders, including completion of models Input in to the production of business cases and business development. Financial modelling. Producing ad-hoc reports and dealing with requests from the Senior Management Team & Board of Directors Monthly review of debtor balances and recovery of aged debts. Supporting and developing junior members of the team, reviewing work as appropriate Line management of junior members BI Reporting systems maintenance and development Core Competencies Technical Competencies A good level of IT literacy in general Competent user of Microsoft Office package Advanced level user of Excel Attention to accuracy and detail Competent user of financial systems Management Competencies Ability to provide training, performance coaching, mentoring and feedback to staff. Managing Tasks / Projects Ensuring tasks and duties are performed within clearly defined time and quality standards Managing Information / Data Compiling, processing and provision of data or information to both internal and external contacts whilst ensuring confidentiality is maintained where appropriate. Observing the requirements of the General Data Protection Regulation at all times. Discretion and confidentiality Communications High level of verbal and written communication skills Customer service driven Careful sharing of sensitive information with other professionals Health and Safety The post holder is required to take reasonable care for the health and safety of themselves and other persons who may be affected by their acts or omissions at work. The post holder is also required to co-operate with their employing body to ensure that statutory and departmental regulations are adhered to. Job description Job responsibilities Operational duties Month End Reporting To ensure all transaction processing is accurate, complete and timely - raising journals and accruals/prepayments/provisions as appropriate Oversee completion of monthly management accounts in line with deadlines Review/calculation of monthly income recognition ensuring accuracy of deferring or accruing income as necessary Assisting team with production of monthly management accounts Reviewing overheads against budgets/forecasts Reviewing salary costs against budgets/forecasts Perform P&L review for reasonableness Conducting balance sheet reviews and preparing balance sheet reconciliations Correctly accounting for fixed assets Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons. Assisting the Head of Finance in producing the month end reporting pack for the Board of Directors Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads Assisting the Head of Finance with reporting improvements Budgeting & Forecasting Working with budget holders for cost centres within the post holders remit in order to produce a detailed budget on an annual basis Working with budget holders for cost centres within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis Maintaining a working/live P&L forecasting model for each cost centre which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis. Providing input into the monthly cashflow forecasting exercise for cost centres within the post holders remit Maintaining a staff model for cost centres to ensure accurate staff cost forecasts Maintaining Policies, Procedures and Records Assist in maintaining a documented system of accounting policies and procedures Drive process improvement and policy development initiatives that impact the function Maintaining records such as customers, asset registers, risk registers, chart of accounts Relationships Assist with requests for evidence from external auditors Liaise with internal and external stakeholders including NHS Pension Authority and NHS Property Services Represent IntraHealth in a manner befitting the image of the organisation Work unsupervised when necessary whilst recognising the need to refer to others for support/guidance when required. To work effectively as part of a team. Communicate clearly and in a manner consistent with the individuals level of understanding. Other duties Assisting with the year end audit process Support Head of Finance with finance projects Finance support for tenders, including completion of models Input in to the production of business cases and business development. Financial modelling. Producing ad-hoc reports and dealing with requests from the Senior Management Team & Board of Directors Monthly review of debtor balances and recovery of aged debts. Supporting and developing junior members of the team, reviewing work as appropriate Line management of junior members BI Reporting systems maintenance and development Core Competencies Technical Competencies A good level of IT literacy in general Competent user of Microsoft Office package Advanced level user of Excel Attention to accuracy and detail Competent user of financial systems Management Competencies Ability to provide training, performance coaching, mentoring and feedback to staff. Managing Tasks / Projects Ensuring tasks and duties are performed within clearly defined time and quality standards Managing Information / Data Compiling, processing and provision of data or information to both internal and external contacts whilst ensuring confidentiality is maintained where appropriate. Observing the requirements of the General Data Protection Regulation at all times. Discretion and confidentiality Communications High level of verbal and written communication skills Customer service driven Careful sharing of sensitive information with other professionals Health and Safety The post holder is required to take reasonable care for the health and safety of themselves and other persons who may be affected by their acts or omissions at work. The post holder is also required to co-operate with their employing body to ensure that statutory and departmental regulations are adhered to. Person Specification Attitudes, skills and abilities Essential Flexible and proactive approach to work. Can do attitude. Team player. Calm and friendly personality High energy levels and commitment Approach challenges in an open, constructive, professional manner Ethical and honest Professional demeanour. Discreet and confidential. Innovative and proactive with a solution orientated approach Organised, methodical and disciplined Demonstrable ability to maintain accuracy at all times. Able to communicate in a professional manner both verbal and written. Demonstrate a can-do attitude Able to manage high volume workload and respond effectively to changing priorities without direct supervision Develop strong working relationships with internal and external stakeholders. Excellent time management skills. Ability to maintain clear focus under pressure. Solid computer literacy and a high level of proficiency with Microsoft Excel and Word. Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions Logical and systematic in work processes Skills for manipulating information. Demonstrates clear problem-solving capabilities in pressurised situations. Good analytical ability Desirable Willingness to learn and develop Prepared to undertake further studies to obtain accountancy qualifications Skills for manipulating information. Computer literate with an advanced working knowledge of Microsoft Excel and Word. Supervising another staff member. Ability to provide training, performance coaching and feedback to staff. Experience Essential Knowledge of IT applications particularly Microsoft Office packages Experience of management accounts and budget preparation Knowledge of Accounting Standards Experience of costing/pricing, variance analysis, financial reporting and forecasting. Evidence of sound communication skills with non-financial managers on financial issues Experience of Business Partnering Divisional Leads. Experience of calculating contract tenders and bids. Experience of presenting information in numerous formats. Experience of financial modelling. Experience of day-to-day interaction with Budget holders Experience of working within a finance team within a busy office environment. Desirable Experience of working with finance systems, Microsoft Dynamics Navision in particular and BI reporting. Basic knowledge of the NHS and its current financial regime Staff coaching experience Draft report writing Improving and documenting procedures. Qualifications Essential 5 GCSEs at Grade A to C or equivalent including Maths Qualified accountant - ACCA, CIMA or equivalent accountancy qualification Person Specification Attitudes, skills and abilities Essential Flexible and proactive approach to work. Can do attitude. Team player. Calm and friendly personality High energy levels and commitment Approach challenges in an open, constructive, professional manner Ethical and honest Professional demeanour. Discreet and confidential. Innovative and proactive with a solution orientated approach Organised, methodical and disciplined Demonstrable ability to maintain accuracy at all times. Able to communicate in a professional manner both verbal and written. Demonstrate a can-do attitude Able to manage high volume workload and respond effectively to changing priorities without direct supervision Develop strong working relationships with internal and external stakeholders. Excellent time management skills. Ability to maintain clear focus under pressure. Solid computer literacy and a high level of proficiency with Microsoft Excel and Word. Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions Logical and systematic in work processes Skills for manipulating information. Demonstrates clear problem-solving capabilities in pressurised situations. Good analytical ability Desirable Willingness to learn and develop Prepared to undertake further studies to obtain accountancy qualifications Skills for manipulating information. Computer literate with an advanced working knowledge of Microsoft Excel and Word. Supervising another staff member. Ability to provide training, performance coaching and feedback to staff. Experience Essential Knowledge of IT applications particularly Microsoft Office packages Experience of management accounts and budget preparation Knowledge of Accounting Standards Experience of costing/pricing, variance analysis, financial reporting and forecasting. Evidence of sound communication skills with non-financial managers on financial issues Experience of Business Partnering Divisional Leads. Experience of calculating contract tenders and bids. Experience of presenting information in numerous formats. Experience of financial modelling. Experience of day-to-day interaction with Budget holders Experience of working within a finance team within a busy office environment. Desirable Experience of working with finance systems, Microsoft Dynamics Navision in particular and BI reporting. Basic knowledge of the NHS and its current financial regime Staff coaching experience Draft report writing Improving and documenting procedures. Qualifications Essential 5 GCSEs at Grade A to C or equivalent including Maths Qualified accountant - ACCA, CIMA or equivalent accountancy qualification 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. Employer details Employer name Intrahealth Ltd Address First Floor, William Brown Centre Manor Way Peterlee County Durham SR8 5TW Employer's website https://www.intrahealth.co.uk/ (Opens in a new tab)