Senior Management Accountant

Job responsibilities

JOB SUMMARY

1.0 Job Summary

The Senior Management Accountant is responsible for supporting the Care Groups and Management Accounts Team in delivering a high quality and timely financial management services to all budget holders within a Care Group.

1.1 Providing high level financial expertise and advice to the senior finance manager and Care Group managers in the development and delivery of the Care Group Annual Plan

1.2 Co-ordinate, evaluate and review the production of the monthly Care Group Management Reports

1.3 Intelligence gathering and investigation of service issues to advice on financial risk and options for decision making

1.4 Provide financial advice and expertise in Business Case development in particular concerning the cost benefit analysis

1.4 Day to day operational management of management accounts staff

1.5 Leadership role within the Care Group; able to work in a multi-disciplinary team using matrix working to deliver the Care Group objectives.

2. Key Relationships

Care Group Deputy Directors, managers and clinicians

Management Accounts team

Senior staff in finance including access to specialist expertise

Maintenance of internal and external relationships with Care Group Key stakeholders and partners on order to represent the Care Group in meetings or project work

3. Key Results Areas:

Financial Governance

To provide advice and training to Care Group managers to ensure there is good understanding and compliance with Standing Financial instructions, Standing Orders Financial Procedures and accounting policies

To provide analysis and information to senior finance staff for completion of information and returns for external bodies including Freedom of Information

To provide accurate financial information to the required timetables and detailed analysis to support the completion of statutory accounts

Financial Strategy and Planning

To support the Finance Manager in the development and maintenance of the Care Group medium term financial plan

Provide financial support and advice to support Care Group business planning for a portfolio of budgets holders

Plan and deliver detailed costing and analysis work to support Care Group capital and revenue developments including business cases and delivery of Cost Improvement Plans. Particularly concerning cost v benefits analysis

Co-ordination of annual planning tasks and annual accounts analysis including oversight and review of junior staff

Financial Reporting and Management Accounting

Co-ordinate and produce the detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan

Co-ordinate and produce the monthly management reports for the Care Group

Co-ordinate and undertake analysis and investigation of services issues arising from monthly reporting including consideration of financial risk.

Review and analyse complex variances including trend analysis

Undertake complex performance analysis using financial and non financial data

Support the Finance Managers in the production and interpretation of service line reporting.

Provide professional financial support and advice for financial reporting to Care Group budget holders and other managers.

Produce written financial reports on financial to support the decision making process within the Care Group.

Other duties

Provide financial and costing analysis to the central finance team to support the delivery of mandatory returns or to internal facilitate benchmarking.

Provide training to other finance and Care Group staff as appropriate

Key member of the Care Group support service team to be able to contribute to Care Group projects and matrix management.

Supervision of Care Group finance staff including appraisal , training and staff development

Work as an integral member of the finance team to ensure the Trust delivers on its statutory financial duties.

Trust Values:

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 General Data Protection Regulation (GDPR), The Data Protection Act 2018 (DPA) 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;

understand their responsibilities under the Trusts Equal Opportunities in Employment Policy and ensure that they adhere to the provisions of the policy;

recognise, respect and support the equality diversity of staff, colleagues, service users, carers and the public. Contribute to a working environment which promotes and responds positively to difference and diversity;

ensure they carry out their duty to safeguard and promote the welfare of children and young people under the age of 18 years, as issued under Section 11 of The Children Act 2004, by being familiar with and adhering to Trust safeguarding policies and participatingin relevanttraining;

comply with their professional responsibilities to develop their practice and deliver care through a Clinical Governance framework (i.e. CPD, Audit, Supervision);

demonstrate, through practice and practical understanding, the importance of the continual development of individual, team and service wide quality improvement;

abide by relevant codes of professional practice, with the organisation taking action when codes of conduct are breached;

work flexibly to meet the needs of the service/organisation, whilst working within a culture of progressive employment practices and commitment to the Investors in People (IiP) Standards.

adhere to the Trusts smoke free policies, which prohibits smoking anywhere on Trust grounds;

being socially responsible by complying with measures that support the Trust in reducing or offsetting our environmental impact;

Identify and report risks, hazards, incidents, accidents and near misses promptly;

In addition to the Trusts own responsibilities under the Health and Social Care Act 2008, Code of Practice on the prevention and control of infections and related guidance, for your safety, ALL staff (and contractors) are responsible for ensuring their work adheres to this Code in the delivery of safe patient care.

This job description is an outline of the main duties of the post. The postholder will be required to undertake other duties commensurate with the band as directed. The content of this post will be reviewed in consultation with the postholder when necessary and in line with the service developments.

For full details of the role please see the supporting documents attached.

Qualifications

Essential

• AAT Qualified or relevant degree.
• Studying for CCAB Qualification.

Desirable

• Evidence of personal development.
• Part qualified CCAB.

Experience

Essential

• Track record of day to day management of portfolio of budgets including:
• Co-ordinating detailed workings on budget setting, including the evaluation, analysis and reconciliation to a financial plan.
• Co-ordination of annual planning tasks and annual accounts analysis (including oversight and review of junior staff).
• Provision of high quality monthly financial management reports.
• Review and analysis of more complex variances including trend analysis.
• Undertake complex performance analysis using financial and non financial data.
• Intelligence gathering to support senior staff in analysis and decision making including finance and non- financial information.
• Ability to problem solve analyse issues and develop options for a solution.
• Ability to provide financial advice and expertise in Business Case Development, in particular concerning the cost/benefit analysis.
• Provide high level quality advice and support to budget managers and nonfinance senior staff.
• Report writing to support service decision making.
• Track record of supervision and development of team.
• Delegation of work within a team and management of delivery to deadlines.
• Provision of senior technical support to project work internal and external to finance.
• Experience of working in multidisciplinary teams.
• Leadership or supervisory role undertaken.

Desirable

• NHS Experience.
• Foundation Trust experience.
• Experience in mental health provider.
• Using Shared Business Services Oracle system.
• Experience of presentation to finance and non-finance audience.
• Experience of service line reporting.

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).

Special Knowledge/Skills

Essential

• Good understanding of operation of financial ledger.
• Good understanding of annual planning cycle and annual accounts process.
• Good understanding of budget setting processes.
• Able to produce clear reports and analysis which can be understood by finance managers and budget holders provide reliable, relevant accurate and timely information.
• Ability to provide financial leadership in multidisciplinary teams.
• Good understanding of financial processes demonstrate ability to improve systems and process working with the team.
• Understanding of external reporting and accounting policies in relation to production of Annual Accounts.
• Understanding of FT regulatory environment.
• Ability to lead a project team.
• Able to develop good working relationships with budget holders and their teams.

Desirable

• Evidence of advanced excel skills.
• Understanding of Mental health services.
• Customer service training.

Personal Attributes

Essential

• Effective time management.
• Effective team leader.
• Good verbal and written communications skills.
• Able to work flexibly to meet changes in priorities.
• Can deliver to deadlines.
• Ability to travel across the Trust as appropriate to the role.