Management Accountant

Job description

Job responsibilities

JOB ROLE:

The Management Accountant plays a key role in ensuring the integrity, accuracy and timeliness of financial information across the organisation.

The post holder will lead on core financial processes, including month-end reporting, financial control, and performance analysis, supporting informed decision-making across the business.

The role will contribute to the continuous improvement of financial systems, processes and reporting, ensuring a robust and scalable finance function aligned to organisational growth.

Key Responsibilities:

The below describes the important aspects of the role but is not an exhaustive list. The role will need to adapt to the changing situation of the company within the complex healthcare system of LLR.

Financial Control & Governance

Maintain integrity of the general ledger and supporting systems

Oversee balance sheet reconciliations and resolution of discrepancies

Support compliance with financial regulations, policies, and audit requirements

Ensure the integrity and reconciliation of all key financial control accounts, including areas relating to employee costs, statutory liabilities and associated payments

Month end processes and reporting

Contribute to the production of accurate and timely monthly management accounts, taking ownership of allocated areas

Analyse financial performance and provide clear insight into key drivers and variances

Support development of reporting to improve financial visibility across the organisation

Work with budget holders to ensure understanding of financial position and performance

Financial Planning & Analysis

Support forecasting and budgeting processes

Provide financial modelling and analysis to support decision-making and business cases

Identify trends, risks and opportunities across service areas

Operational Finance Oversight

Oversee core transactional processes (income, expenditure, cash) to ensure accuracy and completeness

Ensure effective working capital management

Support resolution of financial queries and issues across the organisation

Identify and implement improvements to financial processes and reporting

Wider Finance Support

Provide support to the Head of Finance across financial management, planning and strategic initiatives

Contribute to year-end processes and external audit requirements

Support financial training and engagement with non-financial stakeholders

This job description is not intended to be an exhaustive list of duties, but it aims to highlight the typical key responsibilities of the post. It may be reviewed from time to time to ensure that it relates to the job as then being performed, or to incorporate required changes.

Person Specification

KNOWLEDGE

Essential

• Knowledge of accounting software packages and processes
• Knowledge and previous experience of working with and adhering to Standing Financial Instructions
• Knowledge of HMRC and VAT legislation

Desirable

• Experienced in QuickBooks
• Knowledge of current NHS challenges and financial constraints

COMMUNICATION

Essential

• Ability to communicate complex financial information clearly and concisely to non-financial stakeholders, enabling informed decision-making
• Strong stakeholder management skills, with the ability to build effective working relationships across teams and functions
• Confidence to challenge assumptions and provide constructive financial insight to support better business decisions

Desirable

• Experience influencing stakeholders and driving financial accountability without direct line management authority
• Experience delivering financial training or improving financial awareness among non-finance teams

Qualifications

Essential

• Educated to Degree level (or relevant experience working within the finance sector)
• Qualified or a finalist in a full professional qualification such as ACCA or CIMA or demonstrable equivalent experience

Experience

Essential

• Strong experience in management accounting, including ownership of month-end processes and delivering insightful variance analysis that drives decision-making
• Advanced Excel skills, including use of complex formulas, data manipulation, and building efficient, scalable models to support financial analysis and reporting
• Ability to manipulate information and adapt information to present to non-financial managers clearly, concise and understandable
• Experience in improving and automating financial processes, reducing manual intervention and enhancing reporting quality
• Proven ability to identify inefficiencies or gaps in financial processes and design practical, data-driven solutions to improve accuracy, efficiency and insight.
• Problem solving skills and ability to respond to different demands

Desirable

• Experience using Power BI, Power Query or similar tools to transform and visualise financial data
• Experience leading or delivering finance process improvements or system enhancements within an organisation
• Understanding of NHS financial frameworks, commissioning structures, and system-wide financial pressures
• Experience supporting business cases, service developments or cost improvement initiatives

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Patient Care Locally CIC

Address

Office 2 and 3

Goliath Road

Coalville

LE67 3FT

Employer's website

https://pclcic.co.uk/ (Opens in a new tab)