Job summary
1 x 37.5 hours per week
We are looking to appoint an Assistant Management Accountant to join our
Finance Team based in Barnsley.
This
is an exciting opportunity to work as part of a team responsible for supporting
the Barnsley Physical Health and Wellbeing Care Group and the Children and
Young People Mental Health Care Group, delivering high quality and timely
financial management services to all budget holders.
Working as an integral member
of the Finance Team, the Assistant Management Accountant 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. The post holders will also be expected to support team
members as required including assisting with forecasting, costing, budget
setting and expenditure analysis.
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.
Please refer to the job description and
person specification for further details.
For informal enquiries contact: Daynah Hunter, Management
Accountant - daynah.hunter@swyt.nhs.uk.
Main duties of the job
The
Assistant Management Accountant is responsible for supporting the Management Accountants
Team in delivering a high quality and timely financial management service to
budget holders within the Care Groups. Working as an integral member of the
team, the Assistant Management Accountant is required to organise personal
workloads to meet all relevant financial timetables in the delivery of the
financial management remit as set by the Finance Manager / Deputy Director of
Finance.
At
the time of advertising, this role does not meet the minimum requirements set
by UK Visas and Immigration to sponsor candidates to work in the UK. For this
reason, we are unable to sponsor anyone for a skilled worker visa for this role.
We
are happy to accept applications from candidates who can prove their right to
work in the UK or via alternative visa routes. Such applications will be
considered alongside all other applications.
All employees of the Trust are strongly encouraged to be
fully vaccinated against COVID-19 to protect patients.
We are aware that an increasing number of applicants are
using AI technology to generate responses on NHS Job application forms. We
strongly discourage this and 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.
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
1. Job
Summary
1.1 The
Assistant Management Accountant is responsible for supporting the Financial
Management Team in delivering a high quality and timely financial management
service to budget holders within the Business Delivery Unit (BDU)/Corporate
Services. Working as an integral member of the team, the Assistant Management
Accountant is required to organise personal workloads to meet all relevant
financial timetables in the delivery of the financial management remit as set
by the Finance Manager / Head of Financial Management.
1.2 Responsible for supporting the ongoing
maintenance and development of financial systems and assisting with the project
management of systems upgrades as necessary.
2.Scope
of Job
The processing of
financial information in line with financial management procedures and to
timetabled deadlines. This will include:
Assisting in the
costing and preparation of annual budgets.
Responsible for the preparation and input of financial data into the
ledger that ensures all financial reports accurately reflect the current
financial position of the BDU/Directorate.
Responsible for the preparation and generation of invoices to external
organisations.
The
post holder is required to communicate both internally and externally in
his/her duties. For example in responding to enquiries from budget holders
with information and advice. Communication will be required orally, in
writing or electronically.
The Asst Management
Accountant will be required to work using a VDU screen for prolonged period
of time. It is inherent within this role to be able to concentrate on each
task in order to complete within a tight set of deadlines.
The post holder is required to have a team
approach to his/her duties.
Responsibility for systems maintenance and
monthly routines
Contribute to systems development and upgrades.
3.Key
Responsibilities
3.1 To assist in the calculation of a portfolio
of budgets as directed by the Finance Manager. This will involve the use of
spreadsheets to calculate staff pay costs and non pay costs for the next
years budget baselines. This work is required to be produced with a high
level of accuracy and in line with the pre-determined timetable.
3.2 To input the necessary financial adjustments
into the ledger as part of the month end preparation of budget reports. This
will involve detailed spreadsheet analysis and production of financial
forecasts. This work will be required to be produced within the month end
close down timetable, with a high level of accuracy.
3.3 To prepare and issue (as directed by the Finance Team)
all sales orders and invoices for income due from other organisations. This
will involve the preparation of the necessary documentation and the use of
the Agresso ledger system in producing the invoice document. This work will
be required to be produced with a high level of accuracy and within the month
end close down timetable.
3.4 To action all budget
adjustments into the ledger as directed by the Finance Team. This will
involve ensuring budget adjustment documentation is correct in terms of
accounting rules, is complete and authorised. The Agresso ledger system is
then used to input the budget change. This work will be required to be
actioned within the month end close down timetable and to a high level of
accuracy.
3.5 To 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 investigation to produce a variance analysis to support
budget holders in managing the resources.
3.6 To field queries that come into the Finance
Team as appropriate. The Assistant Management Accountant will deal directly
with routine queries from budget holders.
3.7 To complete the routine finance operational
tasks including ledger housekeeping and budget maintenance.
3.8 The post holder will be expected to assess
current work practices and procedures in relation to their own span of work
and implement improvements where possible and contribute to development of
efficient work processes which optimise the use of technology.
3.9 To establish good relations 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. To establish good relationships through phone and
other forms of communication with budget holders and staff within external
organisations.
3.10 The post holder will
be required to be flexible and support, as required, other functions within
the Finance department.
3.11 Other duties as directed by senior finance
team commensurate with grade.
For full details of the role please see the supporting documents attached.
Job description
Job responsibilities
1. Job
Summary
1.1 The
Assistant Management Accountant is responsible for supporting the Financial
Management Team in delivering a high quality and timely financial management
service to budget holders within the Business Delivery Unit (BDU)/Corporate
Services. Working as an integral member of the team, the Assistant Management
Accountant is required to organise personal workloads to meet all relevant
financial timetables in the delivery of the financial management remit as set
by the Finance Manager / Head of Financial Management.
1.2 Responsible for supporting the ongoing
maintenance and development of financial systems and assisting with the project
management of systems upgrades as necessary.
2.Scope
of Job
The processing of
financial information in line with financial management procedures and to
timetabled deadlines. This will include:
Assisting in the
costing and preparation of annual budgets.
Responsible for the preparation and input of financial data into the
ledger that ensures all financial reports accurately reflect the current
financial position of the BDU/Directorate.
Responsible for the preparation and generation of invoices to external
organisations.
The
post holder is required to communicate both internally and externally in
his/her duties. For example in responding to enquiries from budget holders
with information and advice. Communication will be required orally, in
writing or electronically.
The Asst Management
Accountant will be required to work using a VDU screen for prolonged period
of time. It is inherent within this role to be able to concentrate on each
task in order to complete within a tight set of deadlines.
The post holder is required to have a team
approach to his/her duties.
Responsibility for systems maintenance and
monthly routines
Contribute to systems development and upgrades.
3.Key
Responsibilities
3.1 To assist in the calculation of a portfolio
of budgets as directed by the Finance Manager. This will involve the use of
spreadsheets to calculate staff pay costs and non pay costs for the next
years budget baselines. This work is required to be produced with a high
level of accuracy and in line with the pre-determined timetable.
3.2 To input the necessary financial adjustments
into the ledger as part of the month end preparation of budget reports. This
will involve detailed spreadsheet analysis and production of financial
forecasts. This work will be required to be produced within the month end
close down timetable, with a high level of accuracy.
3.3 To prepare and issue (as directed by the Finance Team)
all sales orders and invoices for income due from other organisations. This
will involve the preparation of the necessary documentation and the use of
the Agresso ledger system in producing the invoice document. This work will
be required to be produced with a high level of accuracy and within the month
end close down timetable.
3.4 To action all budget
adjustments into the ledger as directed by the Finance Team. This will
involve ensuring budget adjustment documentation is correct in terms of
accounting rules, is complete and authorised. The Agresso ledger system is
then used to input the budget change. This work will be required to be
actioned within the month end close down timetable and to a high level of
accuracy.
3.5 To 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 investigation to produce a variance analysis to support
budget holders in managing the resources.
3.6 To field queries that come into the Finance
Team as appropriate. The Assistant Management Accountant will deal directly
with routine queries from budget holders.
3.7 To complete the routine finance operational
tasks including ledger housekeeping and budget maintenance.
3.8 The post holder will be expected to assess
current work practices and procedures in relation to their own span of work
and implement improvements where possible and contribute to development of
efficient work processes which optimise the use of technology.
3.9 To establish good relations 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. To establish good relationships through phone and
other forms of communication with budget holders and staff within external
organisations.
3.10 The post holder will
be required to be flexible and support, as required, other functions within
the Finance department.
3.11 Other duties as directed by senior finance
team commensurate with grade.
For full details of the role please see the supporting documents attached.
Person Specification
Special Knowledge/Skills
Essential
- In-depth knowledge of operation of financial ledger.
- Good understanding of budget setting processes.
- Able to produce clear working papers which can be understood by finance managers and budget holders.
- Good understanding of process and importance of monthly management accounts.
- Understanding of external reporting and accounting policies in relation to production of Annual Accounts.
- Able to develop good working relationships with budget holders and their teams provide reliable, relevant accurate and timely information.
Desirable
- Evidence of advanced excel skills.
- Customer service training.
Experience
Essential
- Track record of day to day management of portfolio of budgets including:
- Detailed workings on budget setting;
- Producing monthly management reports;
- Analysis and investigation of variances;
- Calculate year end forecasts on pay and non pay budgets;
- Intelligence gathering to support senior staff in analysis and decision making;
- Undertake simple costing;
- Provide first line support to budget managers;
- Support systems development and maintenance;
- Financial/System capability and design principles.
Desirable
- NHS Experience.
- Foundation Trust experience.
- Using Agresso system.
- Experience of service line reporting.
Personal Attributes
Essential
- Effective time management.
- Good team worker.
- Able to work flexibly to meet changes in priorities.
- Can deliver to deadlines.
- Self-motivated with the ability to work on own initiative or as part of a team.
- Willingness to learn and develop.
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).
- A Current driving licence and access to a car during the working day is essential (reasonable adjustments will be considered for any applicants who are unable to drive due to a disability).
Qualifications
Essential
- AAT equivalent experience.
Desirable
- AAT qualification.
- Evidence of personal development.
Person Specification
Special Knowledge/Skills
Essential
- In-depth knowledge of operation of financial ledger.
- Good understanding of budget setting processes.
- Able to produce clear working papers which can be understood by finance managers and budget holders.
- Good understanding of process and importance of monthly management accounts.
- Understanding of external reporting and accounting policies in relation to production of Annual Accounts.
- Able to develop good working relationships with budget holders and their teams provide reliable, relevant accurate and timely information.
Desirable
- Evidence of advanced excel skills.
- Customer service training.
Experience
Essential
- Track record of day to day management of portfolio of budgets including:
- Detailed workings on budget setting;
- Producing monthly management reports;
- Analysis and investigation of variances;
- Calculate year end forecasts on pay and non pay budgets;
- Intelligence gathering to support senior staff in analysis and decision making;
- Undertake simple costing;
- Provide first line support to budget managers;
- Support systems development and maintenance;
- Financial/System capability and design principles.
Desirable
- NHS Experience.
- Foundation Trust experience.
- Using Agresso system.
- Experience of service line reporting.
Personal Attributes
Essential
- Effective time management.
- Good team worker.
- Able to work flexibly to meet changes in priorities.
- Can deliver to deadlines.
- Self-motivated with the ability to work on own initiative or as part of a team.
- Willingness to learn and develop.
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).
- A Current driving licence and access to a car during the working day is essential (reasonable adjustments will be considered for any applicants who are unable to drive due to a disability).
Qualifications
Essential
- AAT equivalent experience.
Desirable
- AAT qualification.
- Evidence of personal development.
