Navigo Health and Social Care CIC

Management Accountant

This job is now closed

Job summary

An exciting opportunity has arisen for an enthusiastic, forward thinking Management Accountant to join our excellent finance team at our HQ at NAViGO House, Brighowgate, Grimsby.

This is a fantastic opportunity if you would like to join a small team where innovation, improvement and putting your own stamp on the role is actively encouraged.

You will provide a full management accounting service for a given portfolio, which would require you to attend meetings with colleagues, both virtually and face to face. You will be encouraged to develop an understanding of the invaluable and varied services Navigo provides, in order to continuously improve the financial support service we offer .

We welcome applications from all sectors - both NHS and Non-NHS. Navigo provides a diverse range of services that include commercial activities as well as traditional NHS services, making this opportunity all the more unique and desirable.

Main duties of the job

The successful candidate will have wide accounting experience and be a motivated and enthusiastic individual. Strong communication skills are vital - including the ability to analyse, understand and communicate financial information to non finance colleagues.

Main duties will include the timely production and provision of monthly management reports; variance analyses and analytical review; costing service developments and reporting on cost improvement plans.

Regular meetings with budget managers will be a key part of the role, in order to build a thorough knowledge of the service that is so vital to ensure the finance function continues to be relevant and effective.

About us

Hello!

We are Navigo. We look after North East Lincolnshire's mental health and well-being. We are an award-winning social enterprise that provides mental health services to the NHS and beyond.

The whole basis of our work is to deliver services that we would be happy for our own family to use.

We offer a range of mental health services, including acute and community facilities as well as specialist support such as outstanding older adults inpatient services, rehabilitation and recovery community mental health and an outstanding specialist eating disorder facility.

Ranked as one of the top UK companies to work for, we featured in the Best Companies top 100 large company list and were named sixth best health and social care company 2023.

As a social enterprise, we do things a little bit differently and have also developed income-generating commercially viable businesses that provide training, education and employment opportunities including Grimsby Garden Centre and two cafes.

Working at Navigo is not like working anywhere else. Lots of places say that, but we really mean it.

We like to work with forward-thinking people who want to make a difference.

Come join us!

Date posted

13 November 2024

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £44,962 a year

Contract

Permanent

Working pattern

Full-time

Reference number

B9816-361-1

Job locations

Navigo House, 3-7 Brighowgate

Hybrid working where appropriate

Grimsby

DN32 0QE

Job description

Job responsibilities

The post-holder will provide a comprehensive and rigorous management accounting service for a given portfolio of Business Development Units within a multi-million pound contract. The post- holder will ensure that financial information is accurate, timely, relevant, useful and adds value.

The role will include mentoring and supervision of a finance assistant, along with providing training and advice to budget managers throughout the organisation.

The role requires continuous professional development, which the organisation will support.

The post holder will communicate with all levels of staff, including Senior Management and will play a key role in the efficient and effective management and operation of the finance function. The role entails driving to various work bases to meet with budget holders face to face as well as virtually.

Principle Tasks:

Undertaking monthly budget monitoring including reporting and support/advice to a portfolio of Budget Holders, including regular scheduled meetings which may include the discussion and resolution of complex financial issues;

Utilising in-depth specialist knowledge of finance to assist in development of proposals and plans that impact on the organisations Financial Strategy;

Developing detailed and accurate reports from complex IT systems, including monthly budget statements and circulating to budget managers in accordance with agreed timescales

Analysis, identification and investigation of budget variance within their portfolio; with escalation where appropriate

Maintaining and reporting on Action Plans agreed with budget holders to address variance.

Providing training to budget managers to utilise the Access Financials dashboards to provide real time information in regard to their budget;

Provide technical finance support and advice to non-finance managers;

Meeting strict deadlines to submit financial information for inclusion in various board reports and external reports;

Undertaking often complex calculations for setting of budgets in accordance with the organisations budget setting policies, and subsequent discussions and agreements with budget holders;

Resolving any queries and assisting budget holders with the calculation of cost improvement plans that have been identified during the budget setting process;

Investigating and analysing transactional data to identify errors and discrepancies, preparing journals for input to the financial system;

Using appropriate software, identifying ways or working more efficiently and effectively.

Actively participating in improving systems or structures within the finance department. Developing changes to business-wide structures and monitoring their success.

Calculation of monthly system accruals and prepayments; calculation of estimated accruals;

Ensuring that work undertaken complies to the accounting procedures and policies of the organisation and UK GAAP;

Maintaining financial procedures, ensuring they are accurate and adhering to standing financial instructions, whilst looking for ways to make all processes as efficient as possible;

Providing financial support to budget managers on various corporate projects and service developments;

Undertaking accountancy tasks on the ledger system; such as inputting large, complex feeder files from external sources (e.g. Payroll Feeder file), creating journals, budget virements, setting up ledger codes, running ad-hoc reports etc; adhering to a strict month end timetable. Performing ledger reconciliations to prevent errors and omissions

Submitting financial information to a strict timetable for inclusion in the annual accounts;

Assisting in the collation and production of statutory reports, benchmarking exercises and statistical returns;

Working as an integral part of the finance team; providing certain elements of cover, and deputising where appropriate, in the absence of the Senior Management Accountant.

Monthly detailed pay budget analytical review to identify miscodes and changes in a timely manner. Liaising with HR colleagues where necessary

Supporting organisation wide recruitment by performing checks upon receipt of a vacancy notification to ensure post to be advertised is funded and affordable and to give approval upon such assurance in a timely manner;

Assisting in complex and confidential issues such as costing of restructures, service re-design or tendering for service developments or new services;

Supervising routine accounting tasks on the finance system, such as inputting journals, setting up ledger codes within agreed coding structure, ledger enquiries, running ad-hoc reports etc;

Supervising and mentoring finance assistant, carrying out annual PDR and recruitment and selection of finance assistant in the event of a vacancy;

Ad-hoc duties as required to meet the exigencies of the service

PERSONAL RESPONSIBILITIES

As well as the departmental rules and procedures, which you are required to observe and follow, the organisation has developed a number of general policies and procedures that apply to your employment.

Whilst the organisation recognises specific responsibilities fall upon management, it is also the duty of all employees to accept personal responsibility for the practical application of these policies, procedures and standards. You should familiarise yourself with these, and ensure that you understand and adhere to them.

Particular attention is drawn to:

Health and Safety:

Under the Health & Safety at Work Act 1974 it is the responsibility of individual employees at every level to take care of their own health and safety at work and that of others who may be affected by their acts at work. This includes co-operating with management in complying with health and safety obligations, particularly by reporting promptly any defects, risks or potential hazards.

Fire Procedure:

The post holder must adhere to the organisations Fire Policy, including training attendance.

Equal Opportunities:

The Trust has policies covering Equal Opportunities and Harassment. The aim is to ensure that no colleagues, potential employees, patients/clients are harassed, or receive less favourable treatment on the grounds of disability, age, sex, sexual orientation, marital status, race, colour, religion or ethnic/national origin.

Security and Confidentiality:

The post holder must adhere to a range of policies, procedures and legislation relevant to security and confidentiality; these include:

Data Protection Act 1998

Access to Health Records Act 1990

Computer Misuse Act 1990

BS7799 (Information Governance)

Caldicott

Document and Records Management

Additionally, all staff are required to attend an annual briefing on Information Governance and Security.

This job description is not a definitive or exhaustive list of the responsibilities but identifies the key tasks and duties of the post holder. Specific objectives for the post holder will be regularly agreed and reviewed as part of the personal development review process