Job summary
37.5 hours per week.
This is an exciting opportunity for an outstanding finance professional to join a growing and evolving Management Accounts team. We have a Operational Accountant post that will be pivotal in supporting Livewell Southwest with accurate and timely financial reporting, analysis and advice.
You will be joining a busy Management Accounts team playing a key role in.
- Helping to support workforce planning going forward.
- Helping to report on vacancy information to aide operational plans
- Reporting accurate financial information to senior operational teams
- Contribute towards and be an active member of a team of highly respected colleagues
If you have the motivation and enthusiasm to work within a large busy Management Accounts function to support Livewell Southwest to make a real difference to the delivery of health care services across Devon, then we are looking forward to hearing from you.
This is an exciting with exciting development opportunities in the team.
We support flexibility in working arrangements, including both the location and hours and are happy to discuss options that suit your work / life balance and any reasonable adaptions.
We operate a hybrid working arrangement, the finance team are required on sight on Wednesdays.
Main duties of the job
To ensure accuracy to the senior finance team and senior managers of the organisation on the current operational locality finance position.
To ensure budgets are accurate and affordable to deliver service. Ensuring establishments are correct on the ledger and payroll systems.
Meet with budget holders to review budgets and understand any significant variances. The postholder will need to be able to report these to senior finance staff.
Aide with development of organisational cost improvement plans.
Develop budget holder training packs and be a key partner in developing training.
Assist in vacancy approval process.
This role may not be eligible for sponsorship under the Skilled Worker route; please refer to the Direct Gov website for more information with regards to eligibility.
Please note that Livewell may close the job advertisement earlier than the specified deadline if a high number of applications are submitted. Therefore, we recommend you submit your application at the earliest opportunity.
All Livewell staff are expected to be able and willing to work across a 7-day service.
About us
Livewell Southwest is an independent, award-winning social
enterprise delivering integrated health and social care services across
Plymouth, South Hams, and West Devon, with specialist services in parts of
Devon and Cornwall. Our teams work in community hospitals, GP practices, sports
centres, and health hubs.
As an organisation with a strong social conscience we are guided by our values,kindness, respect, inclusivity, ambition, responsibility, and
collaboration. We focus on transforming services to ensure sustainability, while
empowering staff and those we serve.
We involve the people we care for, along with their families and carers, in
shaping the care they receive, striving to deliver the right care at the right
time and place. Centering our work on individual needs helps people lead
healthy, independent lives.
We prioritise employees' development, offering protected CPD time, training
pathways, leadership programs, and funding for qualifications like the Care
Certificate and Nurse Training Scholarships. Our induction and preceptorship
programs ensure a smooth transition into our organisation.
Livewell Southwest values diversity and encourages applications from all
sections of the community, including those with armed forces experience, lived experience of mental
health, neuro-diverse conditions and learning disabilities. If you need assistance or reasonable adjustments during the
application process, contact the Recruiting Manager listed in the job advert.
Job description
Job responsibilities
JOB PURPOSE
To ensure accurate and reliable monthly finance
position and summaries to the senior finance team, finance position for
inclusion in executive reports, including understanding and reporting on
investments / variances within services.
This role will need to work with service managers to
develop Cost Improvement Plans (CIP) as well as helping understand financial
position and assisting in reducing overspent budgets.
Assisting setting budgets for the new financial year
will be imperative in the role, so full understanding of services is required
DEPARTMENTAL
POSITION pending organisational change
Please refer to the attached Job Description for the organisational structure.
SCOPE AND RANGE
This
role will be responsible for operational localities dependant on need as well
as working with and supporting new business.
MAIN
DUTIES/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.
What is done - Monthly and annual accounts closedown
To what / whom - Head of Finance
With what outcome
- Accurate forecast
position to build into sustainability papers
What is done - Meet budget holders review and plan
budgets
To what / whom - Budget Holders
With what outcome
- Review / explain and
plan budgets in line with resource
What is done - Help
develop CIP plans
To what / whom - Budget Holders
With what outcome
- Achieve Cost
Improvement Plans to ensure sustainability of organisation.
What is done - Business planning support
To what / whom - Business Partner
With what outcome
- Business planning
sign-off
What is done - Budget Holder Training
To what / whom - Budget Holders
With what outcome
- Adequately train
staff to allow them to be able to understand / review budgets
What is done - Budget and STAT maintenance on ledger
To what / whom - Head of Finance / Budget Holders
With what outcome
- Allowing staff to
review budgets and ensure staffing in line with resource. Efficient approval of
Approval to Recruit forms and ensure accurate reporting
What is done - Investigate / Report on significant
variance
To what / whom - Head of Finance / Business Partner
With what outcome
- Highlight any issues
that may need escalating / resolving ensuring sustainability of the
organisation
What is done - Monitor new investments
To what / whom - Head of Finance / Budget Holders
With what outcome
- Ensuring value for
money and the deferral of money as required in line with policies
What is done - Approve / Decline Approval to Recruit
(ATR) forms
To what / whom - Budget Holders
With what outcome
- Minimise disruption
to services, ensuring affordable within budget
The above is not a comprehensive list of tasks. Tasks may change overtime. The post holder will be expected to adjust to
meet the needs of the business.
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 finance support team.
Responsibility
for financial and/or 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 / audit sign off.
- Must
regularly meet budget holders.
Responsibility
for people who use our services
- Post
holder expected to meet budget holders at least once per month to review
budgets.
- Monthly closedown task must
- WTE
must be up to date to ensure no delay to recruitment.
Responsibility
for implementation of policy and/or service developments
- Post holder must represent the operational localities in
monthly closedown and budget setting work, ensure value for money.
Other
Responsibilities
- Post holder must ensure invoices are raised in a timely
manner to maintain organisation cash position.
- Post holder must amend budgets for pass through costs /
income as appropriate.
Communications and Relationships
Post holder will work with the below stakeholders.
This list is not definitive and may be subject to change. - Other members of
finance team - Directors and deputy directors - Commissioners - Budget holders
/ service managers - Other corporate staff - SBS.
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.
Ability to frequently travel independently and in a timely manner between Livewell Southwest sites and community locations including areas not served by public transport
Job description
Job responsibilities
JOB PURPOSE
To ensure accurate and reliable monthly finance
position and summaries to the senior finance team, finance position for
inclusion in executive reports, including understanding and reporting on
investments / variances within services.
This role will need to work with service managers to
develop Cost Improvement Plans (CIP) as well as helping understand financial
position and assisting in reducing overspent budgets.
Assisting setting budgets for the new financial year
will be imperative in the role, so full understanding of services is required
DEPARTMENTAL
POSITION pending organisational change
Please refer to the attached Job Description for the organisational structure.
SCOPE AND RANGE
This
role will be responsible for operational localities dependant on need as well
as working with and supporting new business.
MAIN
DUTIES/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.
What is done - Monthly and annual accounts closedown
To what / whom - Head of Finance
With what outcome
- Accurate forecast
position to build into sustainability papers
What is done - Meet budget holders review and plan
budgets
To what / whom - Budget Holders
With what outcome
- Review / explain and
plan budgets in line with resource
What is done - Help
develop CIP plans
To what / whom - Budget Holders
With what outcome
- Achieve Cost
Improvement Plans to ensure sustainability of organisation.
What is done - Business planning support
To what / whom - Business Partner
With what outcome
- Business planning
sign-off
What is done - Budget Holder Training
To what / whom - Budget Holders
With what outcome
- Adequately train
staff to allow them to be able to understand / review budgets
What is done - Budget and STAT maintenance on ledger
To what / whom - Head of Finance / Budget Holders
With what outcome
- Allowing staff to
review budgets and ensure staffing in line with resource. Efficient approval of
Approval to Recruit forms and ensure accurate reporting
What is done - Investigate / Report on significant
variance
To what / whom - Head of Finance / Business Partner
With what outcome
- Highlight any issues
that may need escalating / resolving ensuring sustainability of the
organisation
What is done - Monitor new investments
To what / whom - Head of Finance / Budget Holders
With what outcome
- Ensuring value for
money and the deferral of money as required in line with policies
What is done - Approve / Decline Approval to Recruit
(ATR) forms
To what / whom - Budget Holders
With what outcome
- Minimise disruption
to services, ensuring affordable within budget
The above is not a comprehensive list of tasks. Tasks may change overtime. The post holder will be expected to adjust to
meet the needs of the business.
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 finance support team.
Responsibility
for financial and/or 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 / audit sign off.
- Must
regularly meet budget holders.
Responsibility
for people who use our services
- Post
holder expected to meet budget holders at least once per month to review
budgets.
- Monthly closedown task must
- WTE
must be up to date to ensure no delay to recruitment.
Responsibility
for implementation of policy and/or service developments
- Post holder must represent the operational localities in
monthly closedown and budget setting work, ensure value for money.
Other
Responsibilities
- Post holder must ensure invoices are raised in a timely
manner to maintain organisation cash position.
- Post holder must amend budgets for pass through costs /
income as appropriate.
Communications and Relationships
Post holder will work with the below stakeholders.
This list is not definitive and may be subject to change. - Other members of
finance team - Directors and deputy directors - Commissioners - Budget holders
/ service managers - Other corporate staff - SBS.
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.
Ability to frequently travel independently and in a timely manner between Livewell Southwest sites and community locations including areas not served by public transport
Person Specification
Experience
Essential
- Experience within a finance setting.
- Experience of forecasting / planning.
- Able to analyse and report on information.
Specific Skills
Essential
- Able to use excel, access to a high standard.
- Communicate with clinical and non-clinical staff.
- Confident in doing presentations.
- Able to make decisions in line with policies.
Qualifications
Essential
- Proven professional Accountancy qualification at NVQ level 5-6 OR Accountancy Degree OR CIMA (or equivalent) part qualified OR equivalent management accounts experience
Knowledge
Essential
- Able to use Oracle.
- Complete budget, pay and expenditure journals.
Additional Requirements
Essential
- Work on own initiative.
- Work as part of a team.
- Able to give advice.
- Confidentiality.
Person Specification
Experience
Essential
- Experience within a finance setting.
- Experience of forecasting / planning.
- Able to analyse and report on information.
Specific Skills
Essential
- Able to use excel, access to a high standard.
- Communicate with clinical and non-clinical staff.
- Confident in doing presentations.
- Able to make decisions in line with policies.
Qualifications
Essential
- Proven professional Accountancy qualification at NVQ level 5-6 OR Accountancy Degree OR CIMA (or equivalent) part qualified OR equivalent management accounts experience
Knowledge
Essential
- Able to use Oracle.
- Complete budget, pay and expenditure journals.
Additional Requirements
Essential
- Work on own initiative.
- Work as part of a team.
- Able to give advice.
- Confidentiality.
Additional information
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).
