Management Accountant

Job description

Job responsibilities

JOB PURPOSE

To ensure accuracy to the senior finance team and senior managers of the organisation on the current workforce position.

This role will need to work with service managers and other management accountants to ensure the establishment and budget is accurate. The post holder will be responsible for reporting vacancies for the organisation.

Assisting setting budgets for the new financial year will be imperative in the role, so full understanding of services is required.

This role will need to work with services to help implement workforce plans and support in reviewing staffing and making changes in ledger and ESR as appropriate.

This role will also support the payroll and pension officer in day to day tasks.

SCOPE AND RANGE

This role will be responsible for ensuring the establishment and workforce budget across the whole organisation is accurate, reflecting any changes and working with ESR lead to ensure that ESR is kept up to date.

This role will also support and cover the payroll and pension officer where appropriate

MAIN DUTIES AND RESPONSIBILITIES

The below list gives the main tasks of the postholder however due to the ever changing environment, post holder is expected to be flexible and pick up ad-hoc tasks where required

Monthly and annual ledger closedown

Meet budget holders to discuss establishments

Help develop CIP plans

Support with business planning

Budget holder training

Budget maintenance on ledger both WTE and GBP

Investigate and report on variances

Monitor new investments

Support Approval To Recruit process

Support the payroll and pension officer

Below are some points for you to consider when compiling the responsibilities and duties.

Responsibility for People Management

No direct reports but expected to help develop the payroll and pension officer.

Responsibility for financial and physical resources

Responsible for looking after IT equipment and returning on leaving or as requested.

Responsibility for administration

Post holder is expected to be able to work on own initiative as well as a part of a team.

Must be able to prioritise workload to ensure deadlines are met.

Able to keep appropriate documents for backing and audit sign off.

Must be able to represent the finance department when meeting service managers.

Responsibility for people who use our services

Post holder expected to meet budget holders to review budgets.

Update ledger and ensure reconciliation to ESR

WTE must be up to date to ensure no delay to recruitment.

Responsibility for implementation of policy and or service developments

Post holder must be able to support with budget setting work and keep up to date with workforce developments.

Other Responsibilities

Post holder must be able to work with payroll and pension officer and administer payroll forms as appropriate.

Post holder must amend budgets for workforce changes as appropriate.

COMMUNICATIONS AND RELATIONSHIPS

Post holder will work with the below stakeholders. This list is not definitive and may be subject to change.

Finance senior managers

Management accountants

Service managers

Business Intelligence and other finance staff

Human Resources including workforce lead

Payroll and pension officer

Payroll providers

PHYSICAL DEMANDS OF THE JOB

Postholder should be able to work at home in line with the hybrid working policy. They must follow DSE guidance. Ideally can drive in case required to meet service users on site

ADDITIONAL INFORMATION FOR ALL POSTS

The post holder is required to comply with all relevant policies and procedures pertinent to their post. Current versions can be found on the intranet or via your manager. The areas listed below are those Livewell Southwest currently places particular emphasis on. Failure to follow correct policies and procedures may result in disciplinary action.

Risk Management

In accordance with the Risk Management Strategy, employees will participate, whenever required, with the risk management process. They will support line managers by attending mandatory and statutory training, completing incident and accident forms for every adverse event or near miss that occurs, report all defects and complaints, and communicate any dangerous situation to individuals potentially at risk.

Health and Safety at Work

You must co-operate with those in authority and others in meeting the statutory requirements and in following policies and procedures. A copy of the Health and Safety Policy is available from the intranet or from the Risk Management Department.

You are reminded that in accordance with the Health and Safety at Work Act you have a duty to take reasonable care to avoid injury to yourself and to others affected by your work activities.

You will be notified where your post carries a requirement for immunisation.

You may be required to be able to undertake physical intervention training and participate in physical intervention as part of a physical intervention team and Basic Life Support.

Infection Control

Livewell Southwest is determined to eradicate healthcare-acquired infection and puts a great deal of emphasis on the responsibility of all staff to ensure their own personal and others compliance with Infection Control including Hand Washing Policies. All staff must comply with infection control policies and guidance, attend relevant updates and report issues of concern to their immediate line manager if no action or explanation received, then it is the individuals responsibility to escalate their concerns to the Director of Operations or Chief Executive Office.

Safeguarding Childrenand Adults

All employees have a duty to safeguard and promote the welfare of children and adults and are required to act in such a way that at all times safeguards their health and wellbeing. Familiarisation with and adherence to national and local safeguarding adults and children policies is an essential requirement upon all employees. Livewell Southwest has specific safeguarding policies and in addition, employees also have a responsibility to practice and work within the multi-agency policy developed by the Safeguarding Adults Board and the Safeguarding Children Board. Staff are also required to participate in related mandatory and statutory training.

Research

For clinical posts at bands 5 and 6, there is an expectation that engagement in research will be part of this role. Therefore, an awareness of the value and relevance of research is expected and the post holder should either support existing research within their specialty area as appropriate or identify opportunities to raise awareness of research possibilities. For clinical posts at band 7 and above, the post holder will be required to actively participate in complex audits using research methodology, or participate as required in clinical trials or equipment testing, and will demonstrate high level involvement in local ongoing research projects.

Sustainability and climate change

All staff are expected to take responsibility for the reduction of carbon emissions within their area of the organisation. In particular this may relate to reducing energy consumption, making low carbon travel choices, consideration of goods and services being purchased, and waste reduction.

Other

This Job Description is not exhaustive and may change as the post develops, but such change will not take place without consultation between the post holder and their manager. Job descriptions should be reviewed at least annually at the appraisal meeting.

The Working Time Regulations apply to all employees of Livewell Southwest.

Livewell Southwest has adopted NO SMOKING and NO ALCOHOL policies for staff, which applies to all posts. Details of the policy are available on request and will be included in the statement of main terms and conditions of service of staff appointed.

Person Specification

Individual Skills

Essential

• Able to use office products to a high standard
• Communicate with clinical and non clinical staff
• Confident in doing presentations
• Able to make decisions in line with policies
• Work on own initiative
• Work as part of a team
• Able to give advice / training
• Confidentiality

Experience

Essential

• Able to use Oracle
• Complete budget, pay and expenditure journals
• Two years working in a finance setting
• Experience of forecasting / planning
• Able to analyse and report on information

Desirable

• Use of ESR / payroll

Qualifications

Essential

• AAT Qualified
• Working towards a CCAB qualification

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).

UK Registration

Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).

Employer details

Employer name

Livewell Southwest

Address

Crownhill Court

Tailyour Road

Plymouth

Devon

PL6 5DH

Employer's website

https://www.livewellsouthwest.co.uk/ (Opens in a new tab)