Apprentice Finance Assistant (XN02)

Job description

Job responsibilities

JOB PURPOSE/SUMMARY

The jobholder will be undertaking an apprenticeship within Leeds Teaching Hospitals NHS Trust (LTHT). The training will be delivered through formal education both in-house and via external providers, alongside a work placement in the Finance Team. The jobholder will be enrolled on the Finance Apprenticeship programme. It is expected that the apprentice will commit to successfully complete the training programme within the contract period.

The jobholder will assist in the production of routine financial monitoring information, providing support and advice to budget holders, monitors and other financial colleagues within the Trust and also act as a link support person to a number of specified business units. This will involve performing routine accounting tasks and responding to day to day queries in line with set timetables, procedures and quality standards.

The post holder will be guided by standard operating procedures (SOPs), good practice, established precedents and understands what results or standards are to be achieved. A member of the Finance Team will be generally available for reference and work may be checked on a sample/random basis.

Organisation Chart - See full job description

PRINCIPAL DUTIES & AREAS OF RESPONSIBILITY

Education and Training

To participate fully in the training programme for the Finance Apprenticeship by:

Attending formal study sessions

Be willing to undertake self-directed learning

Completing all tasks and assignments

Applying skills and knowledge to their role within Management Accounting

Contributing to regular performance and progress reviews

Financial reporting and accounting:

To produce monthly financial statements and associated information for a number of departments to an agreed timetable and in line with agreed processes and procedures, this will involve the following:

Correcting values in the general ledger

Performing variance analysis

Processing budget journals

Completing and processing journals for accruals and prepayments and manual recharges, as well as correcting spend between codes

Producing reports using spread sheets and databases

Interfaces with budget holders/other customers:

To act as the first point of contact for budget holders and monitors in terms of routine queries in respect of their financial information. This will also require the organisation of monthly budget holder meetings to discuss the month end financial reports. This will involve:

Setting up meetings

Preparing for the meetings

Liaising with budget holders to ensure income and expenditure is correctly coded.

Costing and provision of other financial information:

To respond to requests for the financial assessment of routine proposals, costing each element of expenditure or income and presenting the information in a clear and concise manner

Year-end accounting

To carry out year-end accounting tasks in line with year-end timetables including the following:

Performing analysis on income and expenditure accounts

Ensuring accurate accruals are included within the accounts

Ensuring all invoices are raised in line with the timetable

Liaising with other NHS bodies and external organisations to agree year end balances.

Setting budgets

To participate in the production of annual budgets, this will involve:

Preparing baseline budgets for review

Preparing budget journals for upload

Governance, compliance and quality assurance:

To maintain audit trails and appropriate records

To ensure that day to day work is carried out in line the agreed policies and procedures and quality standards.

To monitor the key risk areas relating to own area of work, referring issues which need to be highlighted to senior staff

Other tasks

To perform other tasks as required by more senior members of the finance team.

Person Specification

Experience

Essential

• Experience of working in a team environment.
• An appreciation of the need to follow set policies & procedures.

Qualifications

Essential

• 5 GCSE Grade 4-9 (old system A*-C) or equivalent, to include Maths and English
• Committed to complete the Finance Apprenticeship

Skills & behaviours

Essential

• Commitment and enthusiastic, with a keen desire to attain high standards.
• Ability to organise/plan work, performing straightforward tasks in accordance with set deadlines.
• Good communication skills, verbal and written
• A confident, respectful approach, willing to develop and maintain good working relationships

Employer details

Employer name

Leeds Teaching Hospitals

Address

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF

Employer's website

https://www.leedsth.nhs.uk/ (Opens in a new tab)