Job summary
Welsh Health Specialised Services Committee, which works on behalf the seven Health Boards in Wales to commission specialised and highly specialised services are now looking to recruit an enthusiastic and motivated individual to join the finance and information team as an Assistant Management Accountant. This role support and advice to both the Management Accounting and Financial Planning functions, with a focus on information management, activity reporting systems and data flows, alongside general financial management.
We are looking for a highly organised individual who is able to build good relationships. The post holder will also have the opportunity to business partner in a multi-disciplined commissioning team within WHSSC ensuring efficiency and value across the commissioning portfolio You should be confident, self-motivated and have excellent communication skills.
Main duties of the job
The Management Accounts Team are responsible for the reporting, analysis and financial management of the Welsh Health Specialised Services' healthcare contracts with tertiary providers.
The post holder will be required to work on their own initiative deciding on how best to achieve the desired goals or objectives. The post holder will be guided by broad policies and principles, with reference to peers or external reference points.
This role provides support and advice to both the Management Accounting and Financial Planning functions, with a focus on information management, activity reporting systems and data flows, alongside general financial management.
This role involves the production of the contract monitoring files and associated patient datasets.
This involves access to and processing of sensitive patient level information supporting WHSSC's cross border financial flows.
The post holder will be required to :
- Develop the monitoring processes through advanced Microsoft Excel and Access usage, or other systems.
- Undertake database maintenance and development to support contract and non-contract financial management.
- Prepare and report the Individual Patient Commissioning outflows and support in the production of internal performance management schedules.
- Validate provider charges relating to individual patient commissioning and non-contract activity, and raise or resolve disputes where necessary.
About us
Cwm Taf Morgannwg University Health Board is part of the NHS Wales family. Our Health Board provides primary, secondary and community health and wellbeing services to around 450,000 people living in three County Boroughs: Bridgend Merthyr Tydfil, and Rhondda Cynon Taf.
We live by our core values:
- We listen, learn and improve
- We treat everyone with respect
- We all work together as one team
We are a proud local employer; around 80% of our 15000 workforce live within our region, making our staff not only our lifeblood of our organisation but of the diverse communities that we serve.
Job description
Job responsibilities
The post holder will :
Contract & Non-Contract Reporting / Management
- Support the management accountants in the preparation, monitoring and forecasting of LTA activity with Specialist / Tertiary providers.
- Monitor individual patient commissioning commitments and prior approved treatment expenditure, facilitating payment where appropriate.
- Validating charges for non-contract activity, communicating with providers where charges are not prior authorised or are not tertiary.
- Update the contract monitoring schedules supporting the provider contracts, including analysing the information as appropriate for the needs of both internal and external stakeholders.
- Prepare and reconcile monthly patient level datasets supporting contract activity for submission to the relevant commissioning teams.
- Undertake trend analysis and support the management accountants in identifying potential financial risks and opportunities.
- Be required to form judgements involving the detailed analysis, interpretation and comparison of complex information. Decisions will be guided by health service policy and strategy, but it will be sometimes necessary to interpret how they are to be applied. This analysis will frequently require assessment of often conflicting information to arrive at a recommendation or decision.
- Be required to ascertain user requirements and decide on the most appropriate information source/s and the style of presentation, to ensure that the results are produced and presented in the most effective manner.
- Investigate, and advise the Management Accountants of any issues of concern providing suggestions for remedial action where required. This will include the analysis and interpretation of highly complex strands of data where there may be no obvious solution and possible solutions are likely to conflict with one another.
- Support in the production of internal performance management schedules for specialist commissioning activity.
- Support the management accountants and in providing accurate and up to date activity information in relation to the organisations provider contracts in relation to patient outflows.
- Attend and provide administrative support to LTA meetings with other Welsh Health Boards.
Information Management & Processes
- As directed, provide informatics support; advising on, developing and maintaining systems and processes with the accountants for the reporting and analysis of activity and financial data. This involves:
- manipulation and presentation of complex and large datasets through Microsoft Excel.
- use of Microsoft Excel formulae and Pivot Tables.
- use of Microsoft Access to maintain / develop forms for data capture and validation.
- use of Microsoft Access to query and match complex datasets.
- use of other activity and financial systems.
- Have the ability to convey complex and sometimes contentious financial and non-financial information, where there may be significant barriers to acceptance, in an easily understood manner.
- As directed, support the management accountants and finance managers in developing and automating the contracting and commissioning monitoring processes within the organisation.
- Assist in the improvement of internal performance reporting through systems use/development (including the Business Intelligence System) and liaison with the Information Team.
- Support and maintain the NCA database tables, queries, forms and outputs for analysis on liabilities and invoice status.
- As directed by the management accountants or finance manager, provide other information management and reporting support to the commissioning and contracting process.
Financial Management
- Support the management accountants and finance managers in the reporting of the month-end position, including journal preparation and ledger analysis.
- Support the management accountants and finance managers in the production of clear and concise reports for the Commissioning Teams to ensure early identification and warning of potential service changes that will impact on activity levels and flows.
- Respond to ad hoc requests and liaise with Health Boards in relation to cross border issues as required and directed.
- As directed, to provide activity and financial information to support Commissioning Team decisions and actions in terms of patient flows.
- Support on the wider financial management of cross border flows.
General
The post holder will be expected to accurately produce, interpret, and communicate a range of written and oral information from a variety of complex sources and to provide advice, support and/or constrains based on data analysis, often within a short timescale, regularly utilising spreadsheets and report writing skills often where there are barriers to understanding.
The post holder will be required to work with the Senior Management Accountant on developing and improving policies and procedures for information and performance management.
The post holder will support the development of high standards of stewardship and probity within the finance department to ensure corporate governance requirements are achieved.
The post holder will support the continuous improvement in all aspects of the finance department by regular review of work practices and procedures.
The post does not have responsibility to supervise or manage staff, however, the holder is expected to participate and provide information training and advice to non-information staff.
The post holder will occasionally be involved in surveys or audits.
Job description
Job responsibilities
The post holder will :
Contract & Non-Contract Reporting / Management
- Support the management accountants in the preparation, monitoring and forecasting of LTA activity with Specialist / Tertiary providers.
- Monitor individual patient commissioning commitments and prior approved treatment expenditure, facilitating payment where appropriate.
- Validating charges for non-contract activity, communicating with providers where charges are not prior authorised or are not tertiary.
- Update the contract monitoring schedules supporting the provider contracts, including analysing the information as appropriate for the needs of both internal and external stakeholders.
- Prepare and reconcile monthly patient level datasets supporting contract activity for submission to the relevant commissioning teams.
- Undertake trend analysis and support the management accountants in identifying potential financial risks and opportunities.
- Be required to form judgements involving the detailed analysis, interpretation and comparison of complex information. Decisions will be guided by health service policy and strategy, but it will be sometimes necessary to interpret how they are to be applied. This analysis will frequently require assessment of often conflicting information to arrive at a recommendation or decision.
- Be required to ascertain user requirements and decide on the most appropriate information source/s and the style of presentation, to ensure that the results are produced and presented in the most effective manner.
- Investigate, and advise the Management Accountants of any issues of concern providing suggestions for remedial action where required. This will include the analysis and interpretation of highly complex strands of data where there may be no obvious solution and possible solutions are likely to conflict with one another.
- Support in the production of internal performance management schedules for specialist commissioning activity.
- Support the management accountants and in providing accurate and up to date activity information in relation to the organisations provider contracts in relation to patient outflows.
- Attend and provide administrative support to LTA meetings with other Welsh Health Boards.
Information Management & Processes
- As directed, provide informatics support; advising on, developing and maintaining systems and processes with the accountants for the reporting and analysis of activity and financial data. This involves:
- manipulation and presentation of complex and large datasets through Microsoft Excel.
- use of Microsoft Excel formulae and Pivot Tables.
- use of Microsoft Access to maintain / develop forms for data capture and validation.
- use of Microsoft Access to query and match complex datasets.
- use of other activity and financial systems.
- Have the ability to convey complex and sometimes contentious financial and non-financial information, where there may be significant barriers to acceptance, in an easily understood manner.
- As directed, support the management accountants and finance managers in developing and automating the contracting and commissioning monitoring processes within the organisation.
- Assist in the improvement of internal performance reporting through systems use/development (including the Business Intelligence System) and liaison with the Information Team.
- Support and maintain the NCA database tables, queries, forms and outputs for analysis on liabilities and invoice status.
- As directed by the management accountants or finance manager, provide other information management and reporting support to the commissioning and contracting process.
Financial Management
- Support the management accountants and finance managers in the reporting of the month-end position, including journal preparation and ledger analysis.
- Support the management accountants and finance managers in the production of clear and concise reports for the Commissioning Teams to ensure early identification and warning of potential service changes that will impact on activity levels and flows.
- Respond to ad hoc requests and liaise with Health Boards in relation to cross border issues as required and directed.
- As directed, to provide activity and financial information to support Commissioning Team decisions and actions in terms of patient flows.
- Support on the wider financial management of cross border flows.
General
The post holder will be expected to accurately produce, interpret, and communicate a range of written and oral information from a variety of complex sources and to provide advice, support and/or constrains based on data analysis, often within a short timescale, regularly utilising spreadsheets and report writing skills often where there are barriers to understanding.
The post holder will be required to work with the Senior Management Accountant on developing and improving policies and procedures for information and performance management.
The post holder will support the development of high standards of stewardship and probity within the finance department to ensure corporate governance requirements are achieved.
The post holder will support the continuous improvement in all aspects of the finance department by regular review of work practices and procedures.
The post does not have responsibility to supervise or manage staff, however, the holder is expected to participate and provide information training and advice to non-information staff.
The post holder will occasionally be involved in surveys or audits.
Person Specification
Qualifications and/or Knowledge
Essential
- Degree, actively studying towards CCAB professional qualification.
- Appropriate knowledge and understanding of management accountancy and NHS Finance.
- Understanding of the financial issues within a commissioning context.
- Computerised financial management systems.
- Evidence of Continual Professional Development.
Desirable
- Understanding of the Payment by Results (PbR) funding mechanism.
Experience
Essential
- Experience of working within an NHS Finance Function.
- Contracting /Commissioning Information management experience.
- Demonstrable experience of delivering to strict deadlines.
- Experience working with, and managing complex information and data from a variety of sources through spreadsheets and databases.
Desirable
- Track record in working with other health professionals.
- Experience of working with private sector healthcare providers.
- Experience of working with Foundation Trusts in England.
Aptitude and Abilities
Essential
- Ability to communicate complex financial information to a diverse audience.
- Excellent oral and written communication skills.
- Setting and achieving tight deadlines.
- Time management.
- Ability to think laterally.
- Advanced Excel and Access skills.
Desirable
- Efficient in the use of Oracle, ESR, BIS.
- Knowledge of VBA /SQL
Values
Essential
- Self-motivated, proactive and innovative.
- Commitment to team-working.
- Logical and organised.
- Can work effectively with people of diverse skills, abilities and experience.
- Professional approach to work.
- Flexible and adaptable.
Other
Essential
- Little requirement for physical effort, but must be able to visit other sites in Wales or the UK in a timely manner.
- Able to undertake the remit of the role.
Desirable
Person Specification
Qualifications and/or Knowledge
Essential
- Degree, actively studying towards CCAB professional qualification.
- Appropriate knowledge and understanding of management accountancy and NHS Finance.
- Understanding of the financial issues within a commissioning context.
- Computerised financial management systems.
- Evidence of Continual Professional Development.
Desirable
- Understanding of the Payment by Results (PbR) funding mechanism.
Experience
Essential
- Experience of working within an NHS Finance Function.
- Contracting /Commissioning Information management experience.
- Demonstrable experience of delivering to strict deadlines.
- Experience working with, and managing complex information and data from a variety of sources through spreadsheets and databases.
Desirable
- Track record in working with other health professionals.
- Experience of working with private sector healthcare providers.
- Experience of working with Foundation Trusts in England.
Aptitude and Abilities
Essential
- Ability to communicate complex financial information to a diverse audience.
- Excellent oral and written communication skills.
- Setting and achieving tight deadlines.
- Time management.
- Ability to think laterally.
- Advanced Excel and Access skills.
Desirable
- Efficient in the use of Oracle, ESR, BIS.
- Knowledge of VBA /SQL
Values
Essential
- Self-motivated, proactive and innovative.
- Commitment to team-working.
- Logical and organised.
- Can work effectively with people of diverse skills, abilities and experience.
- Professional approach to work.
- Flexible and adaptable.
Other
Essential
- Little requirement for physical effort, but must be able to visit other sites in Wales or the UK in a timely manner.
- Able to undertake the remit of the role.
Desirable
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.
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).
Additional information
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.
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).
Employer details
Employer name
Cwm Taf Morgannwg University Health Board
Address
Welsh Health Specialist Services Committee
Unit G1, The Willowford, Treforest Industrial Estate
Pontypridd
CF37 5YL
Employer's website
https://joinctm.wales/ (Opens in a new tab)
