Devon Partnership NHS Trust

Senior Management Accountant

The closing date is 29 June 2025

Job summary

Are you someone looking to further your career in one of the UKs most respected mental health trusts?

Would you like to do a job that makes a difference every day?

Due to Team developments, two fantastic opportunities have arisen for highly motivated, enthusiastic and flexible finance professionals to work within the finance team as a Senior Management Accountants. We are looking for individuals who can make a difference and support service improvement - people with the skills to actively engage with stakeholders both internal and external.

Main duties of the job

As a key member of the Finance team, you will be responsible for working in partnership with our directorates as well as corporate Senior Managers to help them manage their financial performance by providing incisive value-adding financial support and insights.

This includes providing expert financial advice, budget management support, and playing a pivotal role in supporting the delivery of the organisations financial plan and cost improvement programmes. You will also lead on the financial appraisal of complex and high value cases and advise and implement financial strategy and policy and will also support other aspects of the wider finance agenda, as well as contributing to the development of the Finance Team.

You will build strong relationships with your stakeholders, gaining an in-depth knowledge of the drivers and challenges that they face to inform the analysis of the results. You will use your knowledge, experience and financial expertise to promote best financial practices across the organisation, enabling the Trust to forecast its financial performance accurately and then operate within its forecasts abiding with statutory requirements and deadlines.

Post-holders should have excellent analytical, technical and interpersonal skills with the ability to prioritise and manage workload within their team to meet deadlines.

Devon Partnership NHS Trust is growing as we establish ourselves us as one of the leading providers of mental health services in the country.

About us

About Devon Partnership Trust

We provide mental health, learning disability and neurodiversity services, as well as a range of specialist & secure services for the wider south west region & nationally. We are passionate about promoting good mental health & wellbeing. We strive to use the expertise & resources within our organisation, and through our partnerships, to deliver high quality services that are safe & focused on people's recovery.

Our values

We not only recruit employees based on their qualifications & experience - we recruit individuals who possess and demonstrate the behaviours which underpin the core values of our organisation. These values include such attributes as showing a commitment to quality of care, improving lives of others, giving respect, dignity & compassion. We can bring those values to life in our everyday tasks by giving a smile; making time for people; challenging ourselves & others, & being open to new ideas.

We are committed to being an inclusive employer & applications are encouraged & welcomed from all sections of the community, regardless of any protected characteristics as governed by the Equality Act 2010. Part time & flexible working applications will be considered & supported, where possible. We particularly encourage applicants with lived experience of mental health & learning disabilities. We are a Disability Confident Leader Employer.

Details

Date posted

13 June 2025

Pay scheme

Agenda for change

Band

Band 8a

Salary

£53,755 to £60,504 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9369-25-0484

Job locations

Wonford House

Dryden Road

Exeter

Devon

EX2 5AF


Job description

Job responsibilities

Working directly with Senior Managers across the Trust and externally, to support and advise on highly complex issues, and provide strategic financial and business planning advice.

Provide the financial lead on the development of the financial planning for area of responsibility, ensuring robust plans in place to ensure delivery of cost improvement programmes.

Responsible for the analysis, finalisation and presentation of the budget performance for area(s) of responsibility, ensuring Senior Managers are aware of reasons for any variance and will be instrumental in developing and supporting robust and timely mitigation plans to ensure financial balance.

Ensure, as appropriate, the Trusts Statutory Accounts and relevant returns are accurate and meet financial timescales and legal requirements, interpreting these where necessary.

Responsible for the overall financial management and performance of specified Directorate area(s) and corporate area(s), both of which may change in line with business needs in the future.

Provide corporate reports and strategic and business planning advice to the Trust.

Working directly with the Business Case / Tender Lead, the post-holder will be a critical member of the business case / tender team (to be determined on a case by case basis) and will lead on the financial analysis and development of modelling and analysis of volumes, costs and benefits, including scenarios to create economic and financial evaluation of options to support the business case or tender at each stage.

To meet regularly with any designated Management Accountant support to ensure financial information is of a satisfactory standard and discuss improvements.

Lead on the final analysis and agreement of the monthly management accounts information, budget setting and year end accounts for the agreed area of responsibility that is reported to the Trust Board. This will include ensuring all relevant business investments, cost improvement plans and all other financial information have been incorporated within the budget position and a full review has been undertaken, agreeing necessary adjustments as required, before final presentation.

To support the Head of Management Accounts, Assistant Director of Finance, the Director of Operational Finance and Executive Director of Finance as required.

Communication & Relationship Skills

  • The post-holder will be required to provide and receive highly complex, sensitive and contentious information relevant to financial matters.
  • The post-holder will be required to advise the Head of Management Accounts/Assistant Director of Finance/Director of Operational Finance, Trust Directors and Senior Managers on financial issues and as necessary pointing them to a course of action.
  • Where appropriate the post-holder will deputise for the Head of Management Accounts over the prescribed range of these duties.
  • Where necessary, the post-holder will negotiate on behalf of the Trust with NHS and any other external organisations over significant cost areas.
  • As appropriate, the post-holder will be required to deliver presentations and interpret complex financial matters to non-finance managers conveying financial concepts clearly and persuasively.
  • The post-holder will be required to advise Trust Directors and Senior Managers on cost improvements or investment opportunities which may be sensitive and contentious in nature and where required, contribute to developing the Trusts investment and efficiencies programmes.

Analytical and Judgemental Skills

  • The post-holder will be required to analyse highly complex problems relating to financial management and business case production requiring analysis, interpretation and comparison of a range of options.
  • The post-holder will have multiplicity of targets/objectives and will be required to make judgements regarding allocation of finances, analyses highly complex budgets and data sets and interpret financial accounts, make judgements of financial decisions and financial risk where there is no precedent and where opinions may conflict

Planning & Organisation

  • The post-holder will provide comprehensive and high level senior finance support and advice to Senior Managers, Directors, Clinical Directors, Directorate Managers, Senior Budget Holders, working with the Management Accountants to ensure consistent and quality advice is given. The role will involve making judgements on financial issues, often where an element of risk exists and there are a number of options, sometimes conflicting.
  • The post-holder will be required to contribute to the Trusts financial strategy, in particular advising on service level plans to meet the overall service objective of the organisation. As appropriate attend corporate and service level performance meetings as a representative of the finance function.
  • The post-holder will play a key role in linking the Commissioning function of the Trust to the overall financial position and will support and advice on highly complex issues linked to Local and National policy initiatives. Communication of these issues may involve making formal presentations to senior managers and clinicians.
  • The post-holder will be required to play a lead role in overseeing the collation and finalisation of the information for the financial position for the Trust for Board sign off each month.
  • The post-holder will be required to liaise with Senior Managers on a routine basis to identify possible corrective action on budgets in deficit, and will work with Senior Managers to examine methods of maintaining a balanced financial position.

Responsibility for Patient/Client Care, Treatment & Therapy

  • The post-holder may occasionally be required to answer queries from patients/carers on general financial issues and may have incidental contact with patients/clients.

Responsibility for Policy/Service Development

  • The post-holder will be responsible for developing policy and procedures in a particular area financial services, which will impact across the Trust.
  • The post-holder is required, at times, to carry out surveys and audits designed to improve the Trusts management accounting services.
  • The post-holder will be responsible for ensuring that the Trust is made aware of any changes to reporting requirements and advising the Trust on the appropriate course of action.

Responsibility for Financial and Physical Resources

  • The post-holder is responsible for ensuring the correct reporting and budget setting of its network or service budgets, providing financial advice to them as required.

Responsibility for Human Resources

  • If applicable, the post-holder would be responsible for the direct line management of a management accountant support post, including assisting with recruitment, appraisal, discipline training and delegation arrangements.
  • The post-holder will be required to contribute as part of the senior finance team, to raising the general level of performance of the finance function.

Responsibility for Information Resources

  • On a continuous basis the post-holder is required to review, adapt and design financial systems to enhance the performance of the team and the Trust.

Responsibility for Research and Development

  • The post-holder will to undertake complex surveys/audits of work to improve financial and accounting services as required.

Freedom To Act

  • The post-holder is required to work autonomously and interpret standards e.g. NHS policy, Trust policy, accounting standards etc.

Job description

Job responsibilities

Working directly with Senior Managers across the Trust and externally, to support and advise on highly complex issues, and provide strategic financial and business planning advice.

Provide the financial lead on the development of the financial planning for area of responsibility, ensuring robust plans in place to ensure delivery of cost improvement programmes.

Responsible for the analysis, finalisation and presentation of the budget performance for area(s) of responsibility, ensuring Senior Managers are aware of reasons for any variance and will be instrumental in developing and supporting robust and timely mitigation plans to ensure financial balance.

Ensure, as appropriate, the Trusts Statutory Accounts and relevant returns are accurate and meet financial timescales and legal requirements, interpreting these where necessary.

Responsible for the overall financial management and performance of specified Directorate area(s) and corporate area(s), both of which may change in line with business needs in the future.

Provide corporate reports and strategic and business planning advice to the Trust.

Working directly with the Business Case / Tender Lead, the post-holder will be a critical member of the business case / tender team (to be determined on a case by case basis) and will lead on the financial analysis and development of modelling and analysis of volumes, costs and benefits, including scenarios to create economic and financial evaluation of options to support the business case or tender at each stage.

To meet regularly with any designated Management Accountant support to ensure financial information is of a satisfactory standard and discuss improvements.

Lead on the final analysis and agreement of the monthly management accounts information, budget setting and year end accounts for the agreed area of responsibility that is reported to the Trust Board. This will include ensuring all relevant business investments, cost improvement plans and all other financial information have been incorporated within the budget position and a full review has been undertaken, agreeing necessary adjustments as required, before final presentation.

To support the Head of Management Accounts, Assistant Director of Finance, the Director of Operational Finance and Executive Director of Finance as required.

Communication & Relationship Skills

  • The post-holder will be required to provide and receive highly complex, sensitive and contentious information relevant to financial matters.
  • The post-holder will be required to advise the Head of Management Accounts/Assistant Director of Finance/Director of Operational Finance, Trust Directors and Senior Managers on financial issues and as necessary pointing them to a course of action.
  • Where appropriate the post-holder will deputise for the Head of Management Accounts over the prescribed range of these duties.
  • Where necessary, the post-holder will negotiate on behalf of the Trust with NHS and any other external organisations over significant cost areas.
  • As appropriate, the post-holder will be required to deliver presentations and interpret complex financial matters to non-finance managers conveying financial concepts clearly and persuasively.
  • The post-holder will be required to advise Trust Directors and Senior Managers on cost improvements or investment opportunities which may be sensitive and contentious in nature and where required, contribute to developing the Trusts investment and efficiencies programmes.

Analytical and Judgemental Skills

  • The post-holder will be required to analyse highly complex problems relating to financial management and business case production requiring analysis, interpretation and comparison of a range of options.
  • The post-holder will have multiplicity of targets/objectives and will be required to make judgements regarding allocation of finances, analyses highly complex budgets and data sets and interpret financial accounts, make judgements of financial decisions and financial risk where there is no precedent and where opinions may conflict

Planning & Organisation

  • The post-holder will provide comprehensive and high level senior finance support and advice to Senior Managers, Directors, Clinical Directors, Directorate Managers, Senior Budget Holders, working with the Management Accountants to ensure consistent and quality advice is given. The role will involve making judgements on financial issues, often where an element of risk exists and there are a number of options, sometimes conflicting.
  • The post-holder will be required to contribute to the Trusts financial strategy, in particular advising on service level plans to meet the overall service objective of the organisation. As appropriate attend corporate and service level performance meetings as a representative of the finance function.
  • The post-holder will play a key role in linking the Commissioning function of the Trust to the overall financial position and will support and advice on highly complex issues linked to Local and National policy initiatives. Communication of these issues may involve making formal presentations to senior managers and clinicians.
  • The post-holder will be required to play a lead role in overseeing the collation and finalisation of the information for the financial position for the Trust for Board sign off each month.
  • The post-holder will be required to liaise with Senior Managers on a routine basis to identify possible corrective action on budgets in deficit, and will work with Senior Managers to examine methods of maintaining a balanced financial position.

Responsibility for Patient/Client Care, Treatment & Therapy

  • The post-holder may occasionally be required to answer queries from patients/carers on general financial issues and may have incidental contact with patients/clients.

Responsibility for Policy/Service Development

  • The post-holder will be responsible for developing policy and procedures in a particular area financial services, which will impact across the Trust.
  • The post-holder is required, at times, to carry out surveys and audits designed to improve the Trusts management accounting services.
  • The post-holder will be responsible for ensuring that the Trust is made aware of any changes to reporting requirements and advising the Trust on the appropriate course of action.

Responsibility for Financial and Physical Resources

  • The post-holder is responsible for ensuring the correct reporting and budget setting of its network or service budgets, providing financial advice to them as required.

Responsibility for Human Resources

  • If applicable, the post-holder would be responsible for the direct line management of a management accountant support post, including assisting with recruitment, appraisal, discipline training and delegation arrangements.
  • The post-holder will be required to contribute as part of the senior finance team, to raising the general level of performance of the finance function.

Responsibility for Information Resources

  • On a continuous basis the post-holder is required to review, adapt and design financial systems to enhance the performance of the team and the Trust.

Responsibility for Research and Development

  • The post-holder will to undertake complex surveys/audits of work to improve financial and accounting services as required.

Freedom To Act

  • The post-holder is required to work autonomously and interpret standards e.g. NHS policy, Trust policy, accounting standards etc.

Person Specification

Qualifications

Essential

  • CCAB/CIMA Qualified (or equivalent) / post graduate diploma / masters.

Desirable

  • Significant experience as an NHS Accountant

Analytical & Judgement Skills

Essential

  • Excellent organisation skills and a logical approach to problem solving
  • Good analytical and decision making skills

Communication Skills

Essential

  • Excellent verbal and written communication skills
  • Ability to transfer knowledge to non-financial managers
  • Skills in partnership working across organisations

Planning & Organising Skills

Essential

  • Strong management and leadership skills
  • Ability to work on own initiative and as part of a team
  • Able to plan and organise other workloads

Other

Desirable

  • Regular and reliable method of transport and mobility throughout the area

Experience

Essential

  • Experience of working at a senior level within a large organisation.
  • Knowledge and ability to apply and advise on financial regulations and procedures particularly relating to NHS Trusts.
  • Full understanding of the principles of accounting.
  • Specialist knowledge of, and ability to apply and advise others of professional accounting standards.
  • Detailed knowledge of computerised accounting systems and spreadsheet packages.
Person Specification

Qualifications

Essential

  • CCAB/CIMA Qualified (or equivalent) / post graduate diploma / masters.

Desirable

  • Significant experience as an NHS Accountant

Analytical & Judgement Skills

Essential

  • Excellent organisation skills and a logical approach to problem solving
  • Good analytical and decision making skills

Communication Skills

Essential

  • Excellent verbal and written communication skills
  • Ability to transfer knowledge to non-financial managers
  • Skills in partnership working across organisations

Planning & Organising Skills

Essential

  • Strong management and leadership skills
  • Ability to work on own initiative and as part of a team
  • Able to plan and organise other workloads

Other

Desirable

  • Regular and reliable method of transport and mobility throughout the area

Experience

Essential

  • Experience of working at a senior level within a large organisation.
  • Knowledge and ability to apply and advise on financial regulations and procedures particularly relating to NHS Trusts.
  • Full understanding of the principles of accounting.
  • Specialist knowledge of, and ability to apply and advise others of professional accounting standards.
  • Detailed knowledge of computerised accounting systems and spreadsheet packages.

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).

Additional information

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

Devon Partnership NHS Trust

Address

Wonford House

Dryden Road

Exeter

Devon

EX2 5AF


Employer's website

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


Employer details

Employer name

Devon Partnership NHS Trust

Address

Wonford House

Dryden Road

Exeter

Devon

EX2 5AF


Employer's website

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


Employer contact details

For questions about the job, contact:

Head of Management Accounts

Sally Purdey

sally.purdey@nhs.net

Details

Date posted

13 June 2025

Pay scheme

Agenda for change

Band

Band 8a

Salary

£53,755 to £60,504 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9369-25-0484

Job locations

Wonford House

Dryden Road

Exeter

Devon

EX2 5AF


Supporting documents

Privacy notice

Devon Partnership NHS Trust's privacy notice (opens in a new tab)