Job summary
We are looking to appoint a Finance Assistant to join our Finance Team
based in Wakefield.
This
is an exciting opportunity to work as part of a team responsible for supporting
various care groups delivering high quality and timely financial management
services to all budget holders.
Working as an integral member
of the Finance Team, the Finance Assistant is required to organise personal
workload to meet all relevant financial timetables. You will be a logical
thinker who works in a methodical manner, paying particular attention to
accuracy.
We support flexible working in
line with the Trusts flexible working policy and we also offer a fully funded
study package for those wanting to continue with their professional
qualifications.
We believe that having a
diverse workforce is essential and offer an inclusive and welcoming place to
work for individuals of all backgrounds.
All employees of the Trust are strongly encouraged to be
fully vaccinated against COVID-19 to protect patients.
Please refer to the job description and
person specification for further details.
Main duties of the job
The candidate will support the Management
Accounts Team with the preparation of monthly financial reporting. This will
involve:
Inputting the financial
adjustments into the ledger.
Assisting with
budget holder queries.
Assisting with
investigation of variances and preparation of analysis to support decision
making.
Preparation and
generation of invoices.
At
the time of advertising, this role does not meet the minimum requirements
(salary threshold or occupational requirements) set by UK Visas and Immigration to sponsor
candidates to work in the UK. For this reason, unfortunately we are unable to
sponsor anyone on a visa for this role at this moment in time.
About us
We
are a specialist NHS Foundation Trust that provides community, mental health
and learning disability services for the people of Barnsley, Calderdale,
Kirklees and Wakefield. We also provide low and medium secure services and are
the lead for the west Yorkshire secure provider collaborative.
Our mission is
to help people reach their potential and live well in their communities, we do this
by providing high-quality care in the right place at the right time. We employ
staff in both clinical and non-clinical services who work hard to make a
difference to the lives of service users, families and carers.
We encourage
and welcome applications from all protected characteristic groups, we value
diversity and want our workforce to be reflective of our communities.
Being
a foundation Trust means were accountable to our
members, who can have a say in how were run. Around 14,300 local people
(including staff) are members of our Trust.
Join
us and you will be one of over 4,500 staff committed to supporting and improving
the mental, physical and social needs of the thousands of people we meet and
help each year.
We
are committed
to safeguarding and promoting the welfare of children, young people and
vulnerable adults and expects all colleagues and volunteers to share this
commitment.
We do reserve to right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.
Job description
Job responsibilities
The
postholder will:
Input the necessary financial adjustments into
the ledger as part of the month end preparation of budget reports.
Assist in the preparation and generation of
invoices to external organisations.
Complete routine operational tasks for the
finance team including ordering supplies.
Field queries that come into the Finance Team
as appropriate. The Finance Assistant will deal directly with routine queries
from budget holders.
Assist the Finance Team in investigating any
budgetary variances within the monthly reports. This will require interrogating
the financial and non-financial information and undertaking investigations.
Develop formal/informal relationships with
internal finance staff and to actively participate in the regular team meetings
to discuss operational issues and suggest and develop improvements in system
process and procedures.
Establish good relationships through phone and
other forms of communication with budget holders and other staff.
Be required to be flexible and support, as
required, other functions within the Finance section.
Participate in supervision to develop skills
and knowledge and apply continuous reflection on own practice.
The post
holder has no managerial supervision responsibility but is expected to be a
good example to other Finance Assistants and support new members of staff.
Use Trust resources efficiently and suggest efficiency
savings to senior staff.
The Trust is committed to ensuring the highest standards of care and
treatment and expects that all staff treat people e.g, service users, their
carers, relatives, friends, colleagues, visitors etc, with dignity and
respectat all time. The post holder must all time act
in accordance with the Trusts Values:
Honest, open, transparent.
Respectful.
Person first and in the centre.
Improve and be outstanding.
Relevant today, ready for tomorrow.
Families and carers matter.
Safeguarding:
Report any concerns regarding the safety or
wellbeing of children, adults service users,
members of their families etc, in accordance with Trust Policy.
Prevent and respond appropriately to abuse and
understand own role in this by undertaking Safeguarding training.
Trust policies and commitments to be
read in line with the relevant Trust Policy:
All staff employed by the Trust must
comply with the Trusts policies and procedures, undertake appropriate training
required for their role and commit to:
Ensure they are aware of the Whistleblowing Policy and how they raise
concerns:
Maintain
confidentiality, in line with the Trusts Confidentiality Policy and Code of
Conduct;
Understand
their personal responsibilities with regards to data quality for any
information which they create, use or process in accordance with the Data
Protection Act 1998 and Trust Data Protection Policy;
Comply
with the provisions of The Trusts Health and Safety Policy and Protocol.
Ensuring their own safety and that of colleagues, service users and visitors.
Know the action to be taken in the event of a fire and must undertake fire
training annually;
Receive
supervision in line with the Trusts Supervision Policy and an annual Appraisal
in line with the Trusts Appraisal Policy, during which mandatory, role
specific and personal development needs should be identified and agreed.
We are aware that an increasing number of applicants are
using AI technology to generate responses on NHS Job application
forms.Over reliance on AI-generated content in application forms is
strongly discouraged and we will conduct a thorough screening process before
selecting candidates to progress to the next stage. If you are using AI to
enhance your application, please disclose this in your NHS Jobs application
form.
Job description
Job responsibilities
The
postholder will:
Input the necessary financial adjustments into
the ledger as part of the month end preparation of budget reports.
Assist in the preparation and generation of
invoices to external organisations.
Complete routine operational tasks for the
finance team including ordering supplies.
Field queries that come into the Finance Team
as appropriate. The Finance Assistant will deal directly with routine queries
from budget holders.
Assist the Finance Team in investigating any
budgetary variances within the monthly reports. This will require interrogating
the financial and non-financial information and undertaking investigations.
Develop formal/informal relationships with
internal finance staff and to actively participate in the regular team meetings
to discuss operational issues and suggest and develop improvements in system
process and procedures.
Establish good relationships through phone and
other forms of communication with budget holders and other staff.
Be required to be flexible and support, as
required, other functions within the Finance section.
Participate in supervision to develop skills
and knowledge and apply continuous reflection on own practice.
The post
holder has no managerial supervision responsibility but is expected to be a
good example to other Finance Assistants and support new members of staff.
Use Trust resources efficiently and suggest efficiency
savings to senior staff.
The Trust is committed to ensuring the highest standards of care and
treatment and expects that all staff treat people e.g, service users, their
carers, relatives, friends, colleagues, visitors etc, with dignity and
respectat all time. The post holder must all time act
in accordance with the Trusts Values:
Honest, open, transparent.
Respectful.
Person first and in the centre.
Improve and be outstanding.
Relevant today, ready for tomorrow.
Families and carers matter.
Safeguarding:
Report any concerns regarding the safety or
wellbeing of children, adults service users,
members of their families etc, in accordance with Trust Policy.
Prevent and respond appropriately to abuse and
understand own role in this by undertaking Safeguarding training.
Trust policies and commitments to be
read in line with the relevant Trust Policy:
All staff employed by the Trust must
comply with the Trusts policies and procedures, undertake appropriate training
required for their role and commit to:
Ensure they are aware of the Whistleblowing Policy and how they raise
concerns:
Maintain
confidentiality, in line with the Trusts Confidentiality Policy and Code of
Conduct;
Understand
their personal responsibilities with regards to data quality for any
information which they create, use or process in accordance with the Data
Protection Act 1998 and Trust Data Protection Policy;
Comply
with the provisions of The Trusts Health and Safety Policy and Protocol.
Ensuring their own safety and that of colleagues, service users and visitors.
Know the action to be taken in the event of a fire and must undertake fire
training annually;
Receive
supervision in line with the Trusts Supervision Policy and an annual Appraisal
in line with the Trusts Appraisal Policy, during which mandatory, role
specific and personal development needs should be identified and agreed.
We are aware that an increasing number of applicants are
using AI technology to generate responses on NHS Job application
forms.Over reliance on AI-generated content in application forms is
strongly discouraged and we will conduct a thorough screening process before
selecting candidates to progress to the next stage. If you are using AI to
enhance your application, please disclose this in your NHS Jobs application
form.
Person Specification
Physical Attributes
Essential
- Ability to undertake the duties and demands of the post.
- A satisfactory sickness record over the previous 2 years (subject to the need to act with fairness and equality of opportunity, particularly where the sickness is related to a disability and/or pregnancy).
Desirable
- Ability to travel across the Trust as appropriate to the role.
Personal Attributes
Essential
- Effective time management.
- Good team worker.
- Able to work flexibly to meet changes in priorities.
- Can deliver to deadlines.
Experience
Essential
- Understanding of day to day Finance functions including (for example) :
- Debtors and creditors.
- Accruals and prepayments.
- Budget reporting.
- Analysis and investigation of variances.
- Intelligence gathering to support senior staff in analysis and decision making.
- Simple costings.
Desirable
- NHS Experience.
- Foundation Trust experience.
- Using Agresso system.
- Providing first line support to budget managers.
Special Knowledge & Skills
Essential
- Able to communicate clearly verbally and in writing.
- Able to provide reliable, relevant accurate and timely information.
Desirable
- Evidence of excel skills.
- Customer service training.
- Understanding the importance of governance and process.
Qualifications
Essential
- Maths GCSE or equivalent (Grade C).
- English GCSE or equivalent (Grade C).
Desirable
- Evidence of personal development.
Person Specification
Physical Attributes
Essential
- Ability to undertake the duties and demands of the post.
- A satisfactory sickness record over the previous 2 years (subject to the need to act with fairness and equality of opportunity, particularly where the sickness is related to a disability and/or pregnancy).
Desirable
- Ability to travel across the Trust as appropriate to the role.
Personal Attributes
Essential
- Effective time management.
- Good team worker.
- Able to work flexibly to meet changes in priorities.
- Can deliver to deadlines.
Experience
Essential
- Understanding of day to day Finance functions including (for example) :
- Debtors and creditors.
- Accruals and prepayments.
- Budget reporting.
- Analysis and investigation of variances.
- Intelligence gathering to support senior staff in analysis and decision making.
- Simple costings.
Desirable
- NHS Experience.
- Foundation Trust experience.
- Using Agresso system.
- Providing first line support to budget managers.
Special Knowledge & Skills
Essential
- Able to communicate clearly verbally and in writing.
- Able to provide reliable, relevant accurate and timely information.
Desirable
- Evidence of excel skills.
- Customer service training.
- Understanding the importance of governance and process.
Qualifications
Essential
- Maths GCSE or equivalent (Grade C).
- English GCSE or equivalent (Grade C).
Desirable
- Evidence of personal development.
