Health and Beyond

Assistant Management Accountant

The closing date is 30 June 2025

Job summary

The role will work as part of the Finance Team to support the Financial Controller in managing the financial performance of the Group. Provide expert accounting and business knowledge, analytical support, clear presentation and understanding of financial, activity and business information.

Lead on the delivery of month end and forecasting with support from the Financial Controller communicating the key drivers and risks.

Main duties of the job

Job Responsibilities:

Business partnering with various stakeholders across the group.

Maintaining and completing of the month management accounts

Communication & Relationship Skills

Knowledge, Training & Experience

Planning & Organisational Skills

Responsibility for Policy/Service Development

Responsibility for Information Resources

About us

Our vision is to develop a partnership between patients and our clinicians that allow us together to deliver high quality health and social care services, and meet the needs of the population of Wolverhampton and beyond.

As Health and Beyond we are committed to working together to ensure our communities receive the best evidence based care possible, and will strive to ensure that patients views are heard and that their journey through Health and Beyond health system is seamless through integration and strong partnership working with our stakeholders.

Delivering excellence in innovation that benefits patients, employees and commissioners with strong inter-professional programs and bespoke care.

Including South East Primary Care Network which is within our geographical area.

Details

Date posted

17 June 2025

Pay scheme

Other

Salary

£15.33 to £18.66 an hour PayScale between £15.33 & £18.66

Contract

Permanent

Working pattern

Part-time

Reference number

A3491-25-0022

Job locations

Wolverhampton Primary Care Trust

Neachells Lane

Wolverhampton

WV11 3PG


Job description

Job responsibilities

Job purpose/summary:

The role will work as part of the Finance Team to support the Financial Controller in managing the financial performance of the Group.

Provide expert accounting and business knowledge, analytical support, clear presentation and understanding of financial, activity and business information. Lead on the delivery of month end and forecasting with support from the Financial Controller communicating the key drivers and risks.

Job Responsibilities:

Business partnering with various stakeholders across the group. To provide and support to all stakeholders across the business to ensure the group receives the best value for money in all transactions. This would involve travelling to various sites and presenting information to ensure best practice and to facilitate efficiencies in the group.

Maintaining and completing of the month management accounts cycle. To produce a set of monthly management accounts for each cost centre of the business which includes budget setting, variance analysis and forecasting of those cost centres.

Communication & Relationship Skills Provide and receive complex, sensitive information, persuasive, motivational, negotiating, training skills are required Discusses financial queries with staff, suppliers, customers, which are often complex, including reasons for delays in payment and other sensitive issues; discusses financial issues with customers, which may be contentious; provides advice on complex financial and corporate issues to non- financial managers; negotiates with NHS, external organisations over cost, service issues.

Knowledge, Training & Experience Detailed understanding of accounting procedures (reconciliation and balances, VAT payments and deductions, finance computer systems and ledgers, coding structures, payroll agreements and procedures), knowledge of legislation as it affects own finance area acquired through NVQ Level 4/Association of Accounting Technicians (AAT) Technician Level or equivalent experience. Analytical & Judgemental Skills Range of facts or situations requiring analysis/Complex facts or situations requiring analysis, interpretation and comparison of a range of options Analyses financial data. Analyses, investigates and resolves financial queries and discrepancies/ complex financial queries and discrepancies.

Planning & Organisational Skills Plan and organise straightforward activities, some ongoing plans to ensure weekly, monthly, quarterly and annual financial timetables are met .

Responsibility for Policy/Service Development Implement policies and propose changes to work practices, procedures for own area. Proposes changes to working practices and procedures (e.g. when planning for the impact of new legislation) and implements procedures set by others.

Responsibility for Information Resources Regular requirement to develop or create reports, documents, drawings Designs, formats financial spreadsheets and databases. Inputs financial data into computerised databases or systems/ designs and formats spreadsheets and databases for specific purposes.

Other information:

Confidentiality:

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately

In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients and their carers, practice staff and other healthcare workers. They may also have access to information relating to the practice as a business organisation. All such information from any source is to be regarded as strictly confidential

Information relating to patients, carers, colleagues, other healthcare workers or the business of the practice may only be divulged to authorised persons in accordance with the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

Health & Safety:

The post-holder will assist in promoting and maintaining their own and others health, safety and security as defined in the practice Health & Safety Policy, to include:

Using personal security systems within the workplace according to practice guidelines

Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks

Making effective use of training to update knowledge and skills

Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards

Reporting potential risks identified.

Equality and Diversity:

The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include:

Acting in a way that recognises the importance of peoples rights, interpreting them in a way that is consistent with practice procedures and policies, and current legislation

Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues

Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

Personal/Professional Development:

The post-holder will participate in any training programme implemented by the practice as part of this employment, such training to include:

Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development

To always act within the NMC Code of Conduct and Scope of Professional Practice

Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work.

Quality:

The post-holder will strive to maintain quality within the practice, and will:

Alert other team members to issues of quality and risk

Assess own performance and take accountability for own actions, either directly or under supervision

Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance

Work effectively with individuals in other agencies to meet patients needs

Effectively manage own time, workload and resources and resolving problems

Communication:

The post-holder should recognise the importance of effective communication within the team and will strive to:

Communicate effectively with other team members at corporate and practice level.

Communicate effectively with patients and carers

Recognise peoples needs for alternative methods of communication and respond accordingly.

Be the main point of contact for stakeholder queries

Contribution to the Implementation of Services:

The post-holder will:

Apply practice policies, standards and guidanceDiscuss with other members of the team how the policies, standards and guidelines will affect own workParticipate in audit where appropriate.

Job description

Job responsibilities

Job purpose/summary:

The role will work as part of the Finance Team to support the Financial Controller in managing the financial performance of the Group.

Provide expert accounting and business knowledge, analytical support, clear presentation and understanding of financial, activity and business information. Lead on the delivery of month end and forecasting with support from the Financial Controller communicating the key drivers and risks.

Job Responsibilities:

Business partnering with various stakeholders across the group. To provide and support to all stakeholders across the business to ensure the group receives the best value for money in all transactions. This would involve travelling to various sites and presenting information to ensure best practice and to facilitate efficiencies in the group.

Maintaining and completing of the month management accounts cycle. To produce a set of monthly management accounts for each cost centre of the business which includes budget setting, variance analysis and forecasting of those cost centres.

Communication & Relationship Skills Provide and receive complex, sensitive information, persuasive, motivational, negotiating, training skills are required Discusses financial queries with staff, suppliers, customers, which are often complex, including reasons for delays in payment and other sensitive issues; discusses financial issues with customers, which may be contentious; provides advice on complex financial and corporate issues to non- financial managers; negotiates with NHS, external organisations over cost, service issues.

Knowledge, Training & Experience Detailed understanding of accounting procedures (reconciliation and balances, VAT payments and deductions, finance computer systems and ledgers, coding structures, payroll agreements and procedures), knowledge of legislation as it affects own finance area acquired through NVQ Level 4/Association of Accounting Technicians (AAT) Technician Level or equivalent experience. Analytical & Judgemental Skills Range of facts or situations requiring analysis/Complex facts or situations requiring analysis, interpretation and comparison of a range of options Analyses financial data. Analyses, investigates and resolves financial queries and discrepancies/ complex financial queries and discrepancies.

Planning & Organisational Skills Plan and organise straightforward activities, some ongoing plans to ensure weekly, monthly, quarterly and annual financial timetables are met .

Responsibility for Policy/Service Development Implement policies and propose changes to work practices, procedures for own area. Proposes changes to working practices and procedures (e.g. when planning for the impact of new legislation) and implements procedures set by others.

Responsibility for Information Resources Regular requirement to develop or create reports, documents, drawings Designs, formats financial spreadsheets and databases. Inputs financial data into computerised databases or systems/ designs and formats spreadsheets and databases for specific purposes.

Other information:

Confidentiality:

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately

In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients and their carers, practice staff and other healthcare workers. They may also have access to information relating to the practice as a business organisation. All such information from any source is to be regarded as strictly confidential

Information relating to patients, carers, colleagues, other healthcare workers or the business of the practice may only be divulged to authorised persons in accordance with the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

Health & Safety:

The post-holder will assist in promoting and maintaining their own and others health, safety and security as defined in the practice Health & Safety Policy, to include:

Using personal security systems within the workplace according to practice guidelines

Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks

Making effective use of training to update knowledge and skills

Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards

Reporting potential risks identified.

Equality and Diversity:

The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include:

Acting in a way that recognises the importance of peoples rights, interpreting them in a way that is consistent with practice procedures and policies, and current legislation

Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues

Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

Personal/Professional Development:

The post-holder will participate in any training programme implemented by the practice as part of this employment, such training to include:

Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development

To always act within the NMC Code of Conduct and Scope of Professional Practice

Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work.

Quality:

The post-holder will strive to maintain quality within the practice, and will:

Alert other team members to issues of quality and risk

Assess own performance and take accountability for own actions, either directly or under supervision

Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance

Work effectively with individuals in other agencies to meet patients needs

Effectively manage own time, workload and resources and resolving problems

Communication:

The post-holder should recognise the importance of effective communication within the team and will strive to:

Communicate effectively with other team members at corporate and practice level.

Communicate effectively with patients and carers

Recognise peoples needs for alternative methods of communication and respond accordingly.

Be the main point of contact for stakeholder queries

Contribution to the Implementation of Services:

The post-holder will:

Apply practice policies, standards and guidanceDiscuss with other members of the team how the policies, standards and guidelines will affect own workParticipate in audit where appropriate.

Person Specification

Qualifications

Essential

  • /

Desirable

  • /
Person Specification

Qualifications

Essential

  • /

Desirable

  • /

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

Health and Beyond

Address

Wolverhampton Primary Care Trust

Neachells Lane

Wolverhampton

WV11 3PG


Employer's website

https://healthandbeyond.healthcare/ (Opens in a new tab)

Employer details

Employer name

Health and Beyond

Address

Wolverhampton Primary Care Trust

Neachells Lane

Wolverhampton

WV11 3PG


Employer's website

https://healthandbeyond.healthcare/ (Opens in a new tab)

Employer contact details

For questions about the job, contact:

Details

Date posted

17 June 2025

Pay scheme

Other

Salary

£15.33 to £18.66 an hour PayScale between £15.33 & £18.66

Contract

Permanent

Working pattern

Part-time

Reference number

A3491-25-0022

Job locations

Wolverhampton Primary Care Trust

Neachells Lane

Wolverhampton

WV11 3PG


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