Job summary
The post holder will assist in the delivery of services
across a wide range of areas within Financial Services including Financial Accounts,
Accounts Payable, Accounts Receivable and Charitable Funds.
The Financial Accounts Team provide financial support and
advice to the Trusts directorates, staff, patients, relatives and the
Charitys Trustees. It is responsible for ensuring financial accounting cash
management is robust within the Trust.
The Accounts Receivable section is responsible for the
timely and accurate raising of sales invoices for the Trust and the prompt
collection of debts.
The Accounts Payable section is responsible for ensuring financial
services, purchase ledger and related services is robust within the Trust. It is
responsible for timely processing and payment of invoices received and liaising
with budget holders and Financial Management to resolve any queries. The post holder will be responsible for
overseeing the day-to-day operation of the purchase ledger and sales ledger
systems, managing workloads and staff involved.
Main duties of the job
Liaise with the Trusts VAT advisors and VAT
lead to appropriately account for VAT
Overseeing the day to day operation of the
charities accounts ensuring they operate in accordance with the Charity
Commissions guidelines and other guidance
Provide advice to patients, relatives, staff and
mangers on the operation of charitable funds
Reconcile control accounts, including payroll,
tax, NI, VAT and process associated transactions
Reconciliation of salary sacrifice schemes,
investigating differences
Compile information for report on Special Losses
Support the Senior Finance Manager on the
preparation of working papers for provisions
Provide support to other members of the team as
required including cash management
Budget calculation and input to financial
systems
Costing of speciality based budget holder
developments
Investigation of expenditure and category C
income financial codes
Identification of prepayments and accruals
Attend management meetings
Provide financial support on business cases and
value for money exercises
Implementing new systems, procedures and
policies
Manage day-to-day operation of purchase and
sales ledger including system maintenance
Support the Senior Assistant
Finance manager with managing all aspects of supplier payments and debtors
Ensure compliance with Trusts Standing
Financial Instructions (SFIs), Standing Orders (SOs) and delegated limits
Other duties within the financial services
section
About us
We provide care and support to over a million people in
Wakefield and Kirklees in their homes, community settings and across our
three hospital sites at Pontefract, Dewsbury and Pinderfields (Wakefield).
Always striving for excellence, we are at the forefront of
innovation and research, and we invest in teaching and the development of our
workforce.
We live by our values of caring, improving, being respectful
and maintaining high standards. We listen and learn because we aim to make Mid
Yorkshire the best place to work and receive care.
We value diversity and welcome talent and enthusiasm
irrespective of age, disability, neurodivergence, sex, gender identity and
gender expression, race or ethnicity, religion or belief, sexual orientation,
or other personal circumstances including providing unpaid carers support to
someone with a health and care need. As ethnic minority groups, members of the
LGBTQ+ community, and people with a disability/neurodivergence are currently
under-represented across the organisation, we encourage applications from
members of these groups. We have policies and procedures to ensure all
applicants are treated fairly and consistently.
We are proud of our staff networks - who offer valuable
guidance and feedback from those with lived experience.
We have a clear vision and you could be part of this! If
you share our values and you want to make a difference to the lives of our
patients and their families and carers, we would love to hear from you.
Job description
Job responsibilities
- Liaise with the Trusts VAT advisors and VAT lead to appropriately account for VAT
- Overseeing the day to day operation of the charities accounts ensuring they operate in accordance with the Charity Commissions guidelines and other guidance
- Monitor and issue controlled stationery
- Provide advice to patients, relatives, staff and mangers on the operation of charitable funds
- Reconcile control accounts, including payroll, tax, NI, VAT and process associated transactions
- Reconciliation of salary sacrifice schemes, investigating differences.
- Compile information for report on Special Losses
- Support the Senior Finance Manager on the preparation of working papers for provisions
- Provide support to other members of the team as required including cash management
- Provide support for ex-gratia claims
- Budget calculation and input to financial systems
- Costing of speciality based budget holder developments
- Investigation of expenditure and category C income financial codes
- Identification of prepayments and accruals
- Attend management meetings
- Provide financial support on business cases and value for money exercises
- Implementing new systems, procedures and policies
- Manage day-to-day operation of purchase and sales ledger including system maintenance.
- Communicate with Trust patients, customers, staff, and shared services to resolve, sometimes sensitive, queries and explain and enforce processes, policies and procedures of varying degree of complexity.
- Support the Senior Assistant Finance manager with managing all aspects of supplier payments and debtors.
- Maintenance of supplier and debtor data
- Assist in the preparation of statutory /NHS accounts and returns including year-end accounts, ensuring work is completed in line with timescales and legal requirements
- Reconciliation of purchase and sales ledger systems
- Monitor and report statutory performance indicators such as Better Payments Practice Code (BPPC) and Late Payment interest payments
- Ensure compliance with Trusts Standing Financial Instructions (SFIs), Standing Orders (SOs) and delegated limits
- Process payment schedules
- Contribute to ensuring that processes and systems within Accounts Payable and Accounts Receivable are robust
- Communicate with suppliers and staff at different levels to resolve any queries in a timely manner
- Other duties within the financial services section
- All aspects of staff management including day to day co-ordination of staff, recruitment, appraisals performance interviews and training
Other Duties- Ensures compliance with Trust SFIs, SOs and delegated limits
- Communicating sometimes complex finance documents and processes to non-finance staff
- Enforcing policies both within and outside of finance
- Deputise for the senior assistant finance manager as required
- Undertakes staff appraisals
Job description
Job responsibilities
- Liaise with the Trusts VAT advisors and VAT lead to appropriately account for VAT
- Overseeing the day to day operation of the charities accounts ensuring they operate in accordance with the Charity Commissions guidelines and other guidance
- Monitor and issue controlled stationery
- Provide advice to patients, relatives, staff and mangers on the operation of charitable funds
- Reconcile control accounts, including payroll, tax, NI, VAT and process associated transactions
- Reconciliation of salary sacrifice schemes, investigating differences.
- Compile information for report on Special Losses
- Support the Senior Finance Manager on the preparation of working papers for provisions
- Provide support to other members of the team as required including cash management
- Provide support for ex-gratia claims
- Budget calculation and input to financial systems
- Costing of speciality based budget holder developments
- Investigation of expenditure and category C income financial codes
- Identification of prepayments and accruals
- Attend management meetings
- Provide financial support on business cases and value for money exercises
- Implementing new systems, procedures and policies
- Manage day-to-day operation of purchase and sales ledger including system maintenance.
- Communicate with Trust patients, customers, staff, and shared services to resolve, sometimes sensitive, queries and explain and enforce processes, policies and procedures of varying degree of complexity.
- Support the Senior Assistant Finance manager with managing all aspects of supplier payments and debtors.
- Maintenance of supplier and debtor data
- Assist in the preparation of statutory /NHS accounts and returns including year-end accounts, ensuring work is completed in line with timescales and legal requirements
- Reconciliation of purchase and sales ledger systems
- Monitor and report statutory performance indicators such as Better Payments Practice Code (BPPC) and Late Payment interest payments
- Ensure compliance with Trusts Standing Financial Instructions (SFIs), Standing Orders (SOs) and delegated limits
- Process payment schedules
- Contribute to ensuring that processes and systems within Accounts Payable and Accounts Receivable are robust
- Communicate with suppliers and staff at different levels to resolve any queries in a timely manner
- Other duties within the financial services section
- All aspects of staff management including day to day co-ordination of staff, recruitment, appraisals performance interviews and training
Other Duties- Ensures compliance with Trust SFIs, SOs and delegated limits
- Communicating sometimes complex finance documents and processes to non-finance staff
- Enforcing policies both within and outside of finance
- Deputise for the senior assistant finance manager as required
- Undertakes staff appraisals
Person Specification
Skills and Abilities
Essential
- Advanced keyboard skills.
- Spreadsheets.
- Databases.
- Word processing.
- Financial systems.
- Accuracy and concentration whilst inputting data and analysing/reconciling data and resolving queries.
- Ability to work under own initiative.
Personal Attributes
Essential
- Good communication skills.
- Analytical skills.
- Influencing skills.
- Team Player.
- Leadership skills.
Qualifications
Essential
- AAT Member/ CCAB studying/degree level or equivalent work experience.
Experience
Essential
- Significant experience in a finance environment.
- Use of computerised financial systems.
- Detailed theoretical knowledge of purchase ledger, reconciliations, double entry.
Desirable
- Use of Cedar/Oracle financial systems.
- Previous financial services experience.
Knowledge and Awareness
Essential
- Knowledge of NHS VAT rules.
- Ability to manage own time/workload and those of team.
- Understanding of financial sub ledger systems.
- Understanding of current NHS policy.
- Awareness of own limitations.
Desirable
- Wide Experience of all finance related systems.
- NHS accounting principles.
- Management skills.
Person Specification
Skills and Abilities
Essential
- Advanced keyboard skills.
- Spreadsheets.
- Databases.
- Word processing.
- Financial systems.
- Accuracy and concentration whilst inputting data and analysing/reconciling data and resolving queries.
- Ability to work under own initiative.
Personal Attributes
Essential
- Good communication skills.
- Analytical skills.
- Influencing skills.
- Team Player.
- Leadership skills.
Qualifications
Essential
- AAT Member/ CCAB studying/degree level or equivalent work experience.
Experience
Essential
- Significant experience in a finance environment.
- Use of computerised financial systems.
- Detailed theoretical knowledge of purchase ledger, reconciliations, double entry.
Desirable
- Use of Cedar/Oracle financial systems.
- Previous financial services experience.
Knowledge and Awareness
Essential
- Knowledge of NHS VAT rules.
- Ability to manage own time/workload and those of team.
- Understanding of financial sub ledger systems.
- Understanding of current NHS policy.
- Awareness of own limitations.
Desirable
- Wide Experience of all finance related systems.
- NHS accounting principles.
- Management skills.
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).
