Job summary Assistant Management Accountant We are looking to recruit an Assistant Management Accountant to join the team based at Parkhouse, Carlisle, The post holder will contribute to an effective budgetary control and forecasting service to the Trust, and will provide assistance and advice to budget holders in managing their budgets through regular meetings, provide support in identifying potential efficiencies and responding to queries from budget holders. The post holder will regularly liaise with budget holders to identify and understand the reasons for any variances in expenditure and income against budget. The post holder will contribute to the preparation of accurate and timely monthly management accounts by preparing and posting journals for budgets and income and expenditure, and ensuring that appropriate prepayments and accruals are included in the Trust's Income and Expenditure account. The post holder will ensure that financial information is processed in accordance with DoH, NHSI and Trust policies and guidance. The post holder will be expected to work on their own initiative by planning and organising their workload in order to meet monthly timetable deadlines. Starting salary dependent upon experience and training needs (Band 4-5 or Annex 21) Main duties of the job You will have a good background in Finance, preferably AAT qualified, and be adept at using a range of finance and information systems and be proficient in the use of MS Excel. You will need good communication skills to discuss income issues with a range of staff. The role will include: Assisting in Financial Planning and Performance Supporting the production of month-end and year-end reporting Raising accounts receivable invoices Regular meetings with budget holders About us At NCIC, we have an ambition to deliver outstanding hospital and health services to half a million people. Established on 1st October 2019, the Trust is creating a centre of excellence in providing rural and remote healthcare and provides a wide range of community and acute services throughout North Cumbria and beyond. We're responsible for delivering over 70 services across 15 main locations and we employ more than 6,500 members of staff. Our 5 key principles demonstrate our belief in the delivery of 'safe, high quality care every time'. Being a clinically led organisation Quality and safety at the heart A positive patient experience every time A great place to work Managing our money well As an organisation we are serious about supporting a diverse workforce that reflects our local community and are very much focused on being an inclusive and compassionate place to work. Date posted 07 January 2025 Pay scheme Agenda for change Band Band 4 Salary £26,530 to £36,483 a year salary dependent upon experience and training needs. PA pro rata Contract Permanent Working pattern Full-time, Flexible working Reference number 262-A-24-6886071 Job locations Parkhouse Building South Baron Way, Kingmoor Business Park Carlisle CA6 4SJ Job description Job responsibilities Please see attached job description and person specification for further information regarding the role and the essential and desirable criteria required to be met by applicants. Please note, due to changes implemented by the Government to the UK immigration policy, individuals who require a Health and Care Visa or a Skilled Worker Visa may no longer be eligible for sponsorship where the UKVI salary threshold is not met or if the occupation is not included in the updated Immigration Salary List (ISL). Applicants must check their eligibility to be employed in any role they are interested in applying for, prior to completing an application for employment.Any applicants who do not meet the eligibility criteria will not be progressed. If you are applying under the Disability Confident Scheme or Armed Forces Covenant and you meet all the essential criteria for a post, you will be guaranteed an interview. Relocation assistance may be available for successful applicants moving to the region for certain posts. Please see our Policy for eligible vacancies. Please ensure that you document evidence of meeting all the essential criteria in the supporting information. If sufficient response is received this post could be closed earlier than the specified closing date, please apply as soon as possible to ensure that your application is considered. Important Information Candidates who have been successfully shortlisted for interview will be asked via an email notification to log on to their Trac account to select an interview time. This will usually be within 2 weeks of the closing date. For candidates applying using a Hotmail account or have strict firewall settings please ensure the following: Junk Mail is checked regularly Disclosure and Barring Service: On 28 November 2020, the new Disclosure and Barring Service filtering rules will come into effect. The changes mean that: youth cautions, reprimands and final warnings will no longer be subject to automatic disclosure the multiple conviction rule has been removed, meaning that if an individual has more than one conviction, regardless of offence type or time passed, each conviction will be considered against the remaining rules individually, rather than being automatically disclosed. If you are unsure about whether you need to disclose certain criminal record information, free confidential advice may be sought from one of the charity bodies listed below. These bodies can advise you on what you are legally required to declare and may also be able to advise you on how you can disclose criminal record information to a prospective employer and your legal rights when doing so. Nacro Tel: 0300 123 1999, or email: helplinenacro.org.uk Unlock Tel: 01634 247350, email adviceunlock.org.uk or complete the online form on the Unlock website Please note the cost of the DBS check is increasing from 2nd December and the new cost will be Standard DBS check £21.50, Enhanced DBS check £49.50 any admin costs. The Trust is committed to safeguarding adults and children therefore if the post is subject to the Rehabilitation of Offenders Act (ROA) 1974 (Exceptions) Order 1975 (as amended) the successful candidate(s) will be subject to a criminal records check with the Disclosure and Barring Service (DBS). The cost of the DBS must be met by the successful candidate(s) through salary deduction. DBS charges are as follows if applicable to the post: Standard Check: £18 Administration cost of £3.85 £21.85. Deducted at £6.85 from 1st month salary and £5 deducted from salary over following 3 months. Enhanced Check: £38 administration cost of £3.90 £41.90. Deducted at £11.90 from 1st month salary and £10 deducted from salary over following 3 months. As part of the one of the largest employers in the UK NCIC future employees will have also access to the following benefits. A lease car may be available for this position; further details will be provided upon appointment if applicable. 27-day holiday scheme rising to 33 after 10 years Flexible working Scheme Excellent opportunities for development Competitive NHS Pension scheme Access to NHS discounts with retailers and leisure companies EAP (Employee Assistance Programme) a free, confidential counselling and information service to assist with personal or work-related problems These schemes are subject to availability Job description Job responsibilities Please see attached job description and person specification for further information regarding the role and the essential and desirable criteria required to be met by applicants. Please note, due to changes implemented by the Government to the UK immigration policy, individuals who require a Health and Care Visa or a Skilled Worker Visa may no longer be eligible for sponsorship where the UKVI salary threshold is not met or if the occupation is not included in the updated Immigration Salary List (ISL). Applicants must check their eligibility to be employed in any role they are interested in applying for, prior to completing an application for employment.Any applicants who do not meet the eligibility criteria will not be progressed. If you are applying under the Disability Confident Scheme or Armed Forces Covenant and you meet all the essential criteria for a post, you will be guaranteed an interview. Relocation assistance may be available for successful applicants moving to the region for certain posts. Please see our Policy for eligible vacancies. Please ensure that you document evidence of meeting all the essential criteria in the supporting information. If sufficient response is received this post could be closed earlier than the specified closing date, please apply as soon as possible to ensure that your application is considered. Important Information Candidates who have been successfully shortlisted for interview will be asked via an email notification to log on to their Trac account to select an interview time. This will usually be within 2 weeks of the closing date. For candidates applying using a Hotmail account or have strict firewall settings please ensure the following: Junk Mail is checked regularly Disclosure and Barring Service: On 28 November 2020, the new Disclosure and Barring Service filtering rules will come into effect. The changes mean that: youth cautions, reprimands and final warnings will no longer be subject to automatic disclosure the multiple conviction rule has been removed, meaning that if an individual has more than one conviction, regardless of offence type or time passed, each conviction will be considered against the remaining rules individually, rather than being automatically disclosed. If you are unsure about whether you need to disclose certain criminal record information, free confidential advice may be sought from one of the charity bodies listed below. These bodies can advise you on what you are legally required to declare and may also be able to advise you on how you can disclose criminal record information to a prospective employer and your legal rights when doing so. Nacro Tel: 0300 123 1999, or email: helplinenacro.org.uk Unlock Tel: 01634 247350, email adviceunlock.org.uk or complete the online form on the Unlock website Please note the cost of the DBS check is increasing from 2nd December and the new cost will be Standard DBS check £21.50, Enhanced DBS check £49.50 any admin costs. The Trust is committed to safeguarding adults and children therefore if the post is subject to the Rehabilitation of Offenders Act (ROA) 1974 (Exceptions) Order 1975 (as amended) the successful candidate(s) will be subject to a criminal records check with the Disclosure and Barring Service (DBS). The cost of the DBS must be met by the successful candidate(s) through salary deduction. DBS charges are as follows if applicable to the post: Standard Check: £18 Administration cost of £3.85 £21.85. Deducted at £6.85 from 1st month salary and £5 deducted from salary over following 3 months. Enhanced Check: £38 administration cost of £3.90 £41.90. Deducted at £11.90 from 1st month salary and £10 deducted from salary over following 3 months. As part of the one of the largest employers in the UK NCIC future employees will have also access to the following benefits. A lease car may be available for this position; further details will be provided upon appointment if applicable. 27-day holiday scheme rising to 33 after 10 years Flexible working Scheme Excellent opportunities for development Competitive NHS Pension scheme Access to NHS discounts with retailers and leisure companies EAP (Employee Assistance Programme) a free, confidential counselling and information service to assist with personal or work-related problems These schemes are subject to availability Person Specification Qualifications Essential Certificate level/Association of Accounting Technicians (AAT) member, or demonstrable experience of successfully performing a substantially similar role to degree level Good general education including Maths and English at GCSE level or equivalent Desirable Actively studying towards higher CCAB/CIMA qualification ECDL or equivalent. Knowledge Essential Developed specialist knowledge of financial management in a healthcare/commercial environment Computerised ledger systems. Good knowledge of Microsoft Office Expert knowledge of accounting concepts, e.g. accruals, prepayments, debtors and creditors. Understanding of internal financial control systems. Demonstrable knowledge of technical accounting issues, e.g. VAT Desirable Advanced Excel skills NHS financial regime. Experience Essential Preparation of complex written and numeric reports. Undertaking financial analysis. Significant practical financial management experience, including budget setting, management reporting and variance analysis. Working effectively in a team and on own initiative Application of accounting standards Desirable Management Accounting experience, particularly within the NHS Skills & aptitudes Essential Self-motivated, proactive and flexible. Ability to use initiative appropriately. Ability to work accurately to deadlines and under pressure, and prioritise workloads. Ability to frequently switch between tasks as priorities and deadlines change. Highly numerate and accurate. Ability to concentrate for long periods of time on data input and analytical tasks. Advanced IT and spreadsheet skills, with ability to create and maintain complex spreadsheets to reconcile, analyse and manipulate large volumes of data. Good communication skills in order to explain complex financial issues and procedures and to convey financial information to both a finance and non-finance audience. Excellent time management skills. Ability to analyse, manipulate and present complex information using a range of analytical and IT skills. Ability to identify and resolve errors and discrepancies. Ability to work with non finance staff. Advanced keyboard skills Ability to raise queries and discuss with budget holders adverse performance which is not being satisfactorily addressed. Desirable Good personal organisation and planning Personal Circumstances Essential Act in a diplomatic and professional manner at all times. Ability to work flexibly to meet the needs of the service Ability to travel to various sites in Cumbria and beyond. Desirable Driving licence Other Requirements Essential Flexible approach to working hours when there are heavy workloads Must be able to travel independently of public transport to enable attendance at meetings throughout Cumbria and occasionally out of area. Act in ways that support equality and value diversity Person Specification Qualifications Essential Certificate level/Association of Accounting Technicians (AAT) member, or demonstrable experience of successfully performing a substantially similar role to degree level Good general education including Maths and English at GCSE level or equivalent Desirable Actively studying towards higher CCAB/CIMA qualification ECDL or equivalent. Knowledge Essential Developed specialist knowledge of financial management in a healthcare/commercial environment Computerised ledger systems. Good knowledge of Microsoft Office Expert knowledge of accounting concepts, e.g. accruals, prepayments, debtors and creditors. Understanding of internal financial control systems. Demonstrable knowledge of technical accounting issues, e.g. VAT Desirable Advanced Excel skills NHS financial regime. Experience Essential Preparation of complex written and numeric reports. Undertaking financial analysis. Significant practical financial management experience, including budget setting, management reporting and variance analysis. Working effectively in a team and on own initiative Application of accounting standards Desirable Management Accounting experience, particularly within the NHS Skills & aptitudes Essential Self-motivated, proactive and flexible. Ability to use initiative appropriately. Ability to work accurately to deadlines and under pressure, and prioritise workloads. Ability to frequently switch between tasks as priorities and deadlines change. Highly numerate and accurate. Ability to concentrate for long periods of time on data input and analytical tasks. Advanced IT and spreadsheet skills, with ability to create and maintain complex spreadsheets to reconcile, analyse and manipulate large volumes of data. Good communication skills in order to explain complex financial issues and procedures and to convey financial information to both a finance and non-finance audience. Excellent time management skills. Ability to analyse, manipulate and present complex information using a range of analytical and IT skills. Ability to identify and resolve errors and discrepancies. Ability to work with non finance staff. Advanced keyboard skills Ability to raise queries and discuss with budget holders adverse performance which is not being satisfactorily addressed. Desirable Good personal organisation and planning Personal Circumstances Essential Act in a diplomatic and professional manner at all times. Ability to work flexibly to meet the needs of the service Ability to travel to various sites in Cumbria and beyond. Desirable Driving licence Other Requirements Essential Flexible approach to working hours when there are heavy workloads Must be able to travel independently of public transport to enable attendance at meetings throughout Cumbria and occasionally out of area. Act in ways that support equality and value diversity 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 Cumbria Integrated Care NHS Foundation Trust Address Parkhouse Building South Baron Way, Kingmoor Business Park Carlisle CA6 4SJ Employer's website https://www.ncic.nhs.uk/ (Opens in a new tab)