Job summary
Ensure financial and payroll information is processed in accordance with procedures to provide information for statutory returns.
Investigates enquiries & queries from suppliers & staff/customers & provides assistance & advice as required.
Ensures that work is completed in line with financial timescales.
May advise patients, clients regarding e.g., charges.
This is a trainee post, and the post holder will be expected to undertake the Association of Accountancy Technicians training qualification with a nominated provider.
Preference will be given to internal Trust staff, as well as 'Priority' and 'At Risk' status including NHS at Risk staff throughout Devon who is able to display recent relevant experience as dictated by the Person Specification.
Main duties of the job
To provide finance support to the Finance Team Leader to meet the requirements of Budget Holders and the Management and Financial Accounting teams and to enable accurate reporting of the monthly financial result of each Directorate in-line with closedown timetables.
This role will be team based and the primary duties of the job may not always be completed regularly by each team member, but they will be expected to have knowledge of and be able to cover each task.
To plan and organise straightforward tasks, some of which may be ongoing. Schedules work to ensure daily, monthly, quarterly, and annual financial timetables are met.
About us
We are a people business - where every member of staff matters and can make a difference. Patients are at the heart of everything we do. Joining University Hospitals Plymouth NHS Trust means becoming part of a team of dedicated staff, who are committed to leading the way through innovation, clinical excellence and great customer care. The Trust has great opportunities for career development in a highly progressive working environment. We offer all of this in a vibrant, modern city with a historic reputation for adventure. PLEASE NOTE THAT ALL COMMUNICATION WILL BE ELECTRONIC, PLEASE CHECK YOUR EMAIL ACCOUNT REGULARLY. If you have any issues with applying online and need additional support including reasonable adjustments with the application process please contact the recruitment team on 01752 432100. We recognise that work life balance is important for our colleagues and so we invite requests from applicants around less than full time/flexible working for our advertised roles. Please contact the recruiting manager to discuss this prior to your application submission. We commit to giving this full consideration in each case. We encourage people from diverse backgrounds to apply for our roles, as diversity strengthens our teams. It is sometimes necessary to close vacancies before the closing date. If you have not heard from us within 4 weeks of the closing date, please assume that you have not been shortlisted.
Job description
Job responsibilities
To provide financial support to the Financial Services Team Business Advisors, Financial Account, and other Finance staff.
- To assist the Management Accounts function in supporting budget holders on aspects of Directorate Finance.
- To answer routine queries from Trust Fund Managers.
- To answer routine queries from External organisations e.g., suppliers, and refer more detailed queries for line manager.
- Handle sensitive information in a tactful and professional manner
- Month end Financial Results: To complete task lists including analysis and interpretation of data as required. Identifies errors and discrepancies and sorts out problems using a range of options.
- Budget and expenditure movements, pay and non-pay: To accurately complete the correction of items identified as being incorrect, producing budget, accrual and permanent journals as required.
- Balance sheet reconciliations: balance and reconcile simple control accounts.
- Ensure that income and expenditure items are correctly coded to budgets. Produce any required analysis.
- Invoicing: Ensure that income is invoiced in a timely and accurate manner and Credit notes are correctly raised.
- Accounts Payable: Ensure all non-purchase order invoices are directed to the relevant budget holder for coding and approval and that credit notes are chased in a timely manner.
- Accounts Payable: Answer complex supplier and budget holder queries on invoices.
- Budget Holder and Trust Fund Manager queries: answer complex queries but refer to line manager for advice when required. Ensure all queries are responded to efficiently and effectively.
- Produce regular financial and management information. Comment on improvements and changes that could be made to processes, and once agreed, implement changes and new procedures.
- Input financial data into computerised and paper databases/systems. Creates and updates complex financial spreadsheets.
- Take part in any appropriate departmental training and demonstrate own activities to new starters or less experienced staff. Provides induction training for trainees or new members of staff.
- Handles cash: may be responsible for handing cash/cheques/vouchers, etc. from many sources.
- Assists patients / clients during incidental contacts / provides non-clinical advice, information to patients / clients / relatives. Ensure all departmental policies and procedures are adhered to.
Job description
Job responsibilities
To provide financial support to the Financial Services Team Business Advisors, Financial Account, and other Finance staff.
- To assist the Management Accounts function in supporting budget holders on aspects of Directorate Finance.
- To answer routine queries from Trust Fund Managers.
- To answer routine queries from External organisations e.g., suppliers, and refer more detailed queries for line manager.
- Handle sensitive information in a tactful and professional manner
- Month end Financial Results: To complete task lists including analysis and interpretation of data as required. Identifies errors and discrepancies and sorts out problems using a range of options.
- Budget and expenditure movements, pay and non-pay: To accurately complete the correction of items identified as being incorrect, producing budget, accrual and permanent journals as required.
- Balance sheet reconciliations: balance and reconcile simple control accounts.
- Ensure that income and expenditure items are correctly coded to budgets. Produce any required analysis.
- Invoicing: Ensure that income is invoiced in a timely and accurate manner and Credit notes are correctly raised.
- Accounts Payable: Ensure all non-purchase order invoices are directed to the relevant budget holder for coding and approval and that credit notes are chased in a timely manner.
- Accounts Payable: Answer complex supplier and budget holder queries on invoices.
- Budget Holder and Trust Fund Manager queries: answer complex queries but refer to line manager for advice when required. Ensure all queries are responded to efficiently and effectively.
- Produce regular financial and management information. Comment on improvements and changes that could be made to processes, and once agreed, implement changes and new procedures.
- Input financial data into computerised and paper databases/systems. Creates and updates complex financial spreadsheets.
- Take part in any appropriate departmental training and demonstrate own activities to new starters or less experienced staff. Provides induction training for trainees or new members of staff.
- Handles cash: may be responsible for handing cash/cheques/vouchers, etc. from many sources.
- Assists patients / clients during incidental contacts / provides non-clinical advice, information to patients / clients / relatives. Ensure all departmental policies and procedures are adhered to.
Person Specification
QUALIFICATIONS
Essential
- 5x GCSE including Maths and English Grade C or above, or equivalent demonstrable experience
- NVQ level 3, Association of Accounting Technicians (AAT) Intermediate Level or equivalent demonstrable experience.
Desirable
- A levels or equivalent demonstrable experience
KNOWLEDGE & EXPERIENCE
Essential
- High level of numeracy skills
Desirable
- Previous demonstrable finance experience
Person Specification
QUALIFICATIONS
Essential
- 5x GCSE including Maths and English Grade C or above, or equivalent demonstrable experience
- NVQ level 3, Association of Accounting Technicians (AAT) Intermediate Level or equivalent demonstrable experience.
Desirable
- A levels or equivalent demonstrable experience
KNOWLEDGE & EXPERIENCE
Essential
- High level of numeracy skills
Desirable
- Previous demonstrable finance experience
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.
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.
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).
