SWFT Clinical Services Ltd

Management Accountant

Information:

This job is now closed

Job summary

We're looking for a motivated and proactive Management Accountant to join our finance team. This is an exciting opportunity to play a key role in delivering accurate financial reporting, budgeting and forecasting, while partnering with operational managers to provide meaningful financial insight and support decision-making

Main duties of the job

To provide a comprehensive management accounting service to a designated portfolio of services, delivering accurate and timely financial information, budget monitoring, forecasting, and financial advice. The post holder will work independently to produce monthly financial reports, support budget holders in the management of their budgets, and contribute to the delivery of the organisation's financial objectives

About us

SWFT Clinical Services is a wholly owned subsidiary of the South Warwickshire University NHS Foundation Trust (SWFT). The company provides a number of services such as outpatient pharmacy facilities at Warwick, Stratford upon Avon, George Eliot, University Hospital of Coventry and Warwickshire and St Cross (Rugby) hospitals; estates and facilities management at Warwick, Stratford upon Avon and Ellen Badger hospitals, Acorn House and Lillington Health Hub; private patient service and consultancy services to NHS Trusts.

Subject to the Company and individual's performance, an annual discretionary bonus will be awarded.

There is automatic enrolment to the Company pension scheme, with the Company contributing 5%.

A benefits package is available to the appointed candidate upon successful completion of the six month probationary period. This gives access to benefits such as a car lease scheme; Home & Electronics scheme; discounted leisure and travel; retail discounts and a cycle to work scheme.

There is also access to a 24/7, 365 days a year Employee Assistance Programme to support colleagues who may be facing some tough times or they need extra support with their mental well-being.

Details

Date posted

16 July 2026

Pay scheme

Other

Salary

£35,234.30 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

203-SWFTCS265

Job locations

Warwick Hospital

Lakin Road

Warwick

CV34 5BW

United Kingdom


Job description

Job responsibilities

Financial Management

Produce accurate and timely monthly management accounts for an allocated portfolio.

Monitor budgets and investigate significant variances, providing clear commentary and recommendations.

Prepare monthly forecasts and contribute to the annual budgeting and financial planning processes.

Ensure financial information is accurate, robust, and delivered within agreed timescales.

Prepare and post journals, including accruals, prepayments, and budget adjustments.

Business Partnering

Act as the first point of contact for budget holders within the allocated portfolio.

Provide professional financial advice and challenge to support operational and strategic decision-making.

Attend divisional and budget review meetings, presenting financial information in a clear and meaningful way.

Support managers in identifying financial risks, opportunities, and efficiency savings.

Financial Control

Complete monthly balance sheet reconciliations and resolve outstanding items promptly.

Ensure compliance with Standing Financial Instructions, financial policies, and accounting standards.

Maintain effective financial controls and accurate audit trails.

Financial Analysis

Analyse financial performance and identify trends, risks, and opportunities.

Support the preparation of business cases, investment appraisals, and costings

Produce ad hoc financial reports and analysis to support operational requirements.

Service Improvement

Identify opportunities to improve financial processes and reporting.

Contribute to the development of reporting tools and standardisation of financial processes.

Support the implementation of new financial systems and process improvements where required.

General

Build effective working relationships with Finance colleagues and operational managers.

Provide cover for other Management Accountants as required.

Undertake any other duties appropriate to the grade of the post.

Job description

Job responsibilities

Financial Management

Produce accurate and timely monthly management accounts for an allocated portfolio.

Monitor budgets and investigate significant variances, providing clear commentary and recommendations.

Prepare monthly forecasts and contribute to the annual budgeting and financial planning processes.

Ensure financial information is accurate, robust, and delivered within agreed timescales.

Prepare and post journals, including accruals, prepayments, and budget adjustments.

Business Partnering

Act as the first point of contact for budget holders within the allocated portfolio.

Provide professional financial advice and challenge to support operational and strategic decision-making.

Attend divisional and budget review meetings, presenting financial information in a clear and meaningful way.

Support managers in identifying financial risks, opportunities, and efficiency savings.

Financial Control

Complete monthly balance sheet reconciliations and resolve outstanding items promptly.

Ensure compliance with Standing Financial Instructions, financial policies, and accounting standards.

Maintain effective financial controls and accurate audit trails.

Financial Analysis

Analyse financial performance and identify trends, risks, and opportunities.

Support the preparation of business cases, investment appraisals, and costings

Produce ad hoc financial reports and analysis to support operational requirements.

Service Improvement

Identify opportunities to improve financial processes and reporting.

Contribute to the development of reporting tools and standardisation of financial processes.

Support the implementation of new financial systems and process improvements where required.

General

Build effective working relationships with Finance colleagues and operational managers.

Provide cover for other Management Accountants as required.

Undertake any other duties appropriate to the grade of the post.

Person Specification

Qualifications

Essential

  • AAT qualified or part-qualified CCAB/CIMA accountant, or equivalent relevant experience.

Experience

Essential

  • Significant experience in a management accounting role.
  • Experience of budget monitoring, forecasting, and financial reporting.
  • Experience of advising managers on financial performance.

Skills

Essential

  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.

Personal Qualities

Essential

  • Ability to manage a varied workload independently and meet competing deadlines.

Other

Desirable

  • Experience within the NHS or wider public sector.
  • Knowledge of NHS financial governance and budgeting processes.
  • Experience using integrated financial ledger systems.
Person Specification

Qualifications

Essential

  • AAT qualified or part-qualified CCAB/CIMA accountant, or equivalent relevant experience.

Experience

Essential

  • Significant experience in a management accounting role.
  • Experience of budget monitoring, forecasting, and financial reporting.
  • Experience of advising managers on financial performance.

Skills

Essential

  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.

Personal Qualities

Essential

  • Ability to manage a varied workload independently and meet competing deadlines.

Other

Desirable

  • Experience within the NHS or wider public sector.
  • Knowledge of NHS financial governance and budgeting processes.
  • Experience using integrated financial ledger systems.

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

SWFT Clinical Services Ltd

Address

Warwick Hospital

Lakin Road

Warwick

CV34 5BW

United Kingdom


Employer's website

https://swftclinicalservices.co.uk/default.aspx (Opens in a new tab)

Employer details

Employer name

SWFT Clinical Services Ltd

Address

Warwick Hospital

Lakin Road

Warwick

CV34 5BW

United Kingdom


Employer's website

https://swftclinicalservices.co.uk/default.aspx (Opens in a new tab)

Employer contact details

For questions about the job, contact:

Finance Manager

Lauren Tandy

Lauren.Tandy@swft.nhs.uk

07903084013

Details

Date posted

16 July 2026

Pay scheme

Other

Salary

£35,234.30 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

203-SWFTCS265

Job locations

Warwick Hospital

Lakin Road

Warwick

CV34 5BW

United Kingdom


Supporting documents

Privacy notice

SWFT Clinical Services Ltd's privacy notice (opens in a new tab)