Job summary

We are delighted to be recruiting for a Band 5 Management Accountant to join our friendly, close-knit and supportive team.

We are more than just numbers. Our role in Finance is to empower clinical and operational colleagues with the tools, insights and confidence they need to deliver outstanding patient care. We are collaborative, people-focused and passionate about making finance accessible across every part of the organisation.

The successful applicant will be AAT qualified (or hold an equivalent qualification) and will have experience of management accounting. You will be confident working independently and building effective relationships with budget holders, ensuring that an accurate financial position is reported while supporting managers to develop and deliver their services.

We support flexible working in line with the Trust's Flexible Working Policy and offer a fully funded study package for colleagues wishing to continue their professional qualifications and development.

We believe that a diverse workforce is essential to delivering excellent services and are committed to providing an inclusive, welcoming and supportive workplace for people from all backgrounds.

This is an excellent opportunity for an ambitious finance professional looking to develop their NHS finance career within a supportive team environment, with access to mentoring, professional development and career progression opportunities.

Main duties of the job

The Management Accountant is responsible for:

Provide high level financial expertise and advice to managers;

Support mangers with the development and delivery of their Annual Plan;

Co-ordinate, evaluate and review the production of the monthly Management Reports;

Produce detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan

Provide financial advice to aid the production of Business Cases.

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 have their up-to-date flu vaccination to protect staff and 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.

Person Specification

Experience

Essential

Track record of day to day management of wide portfolio of budgets including :

Co-ordinating and undertaking detailed workings on budget setting;

Co-ordinating and producing monthly management reports;

Analysis and investigation of more complex variances;

Calculate year end forecasts on pay and non pay budgets;

Intelligence gathering to support senior staff in analysis and decision making;

Ability to problem solve analyse issues and develop options for a solution;

Undertake project or business case costing with some supervision;

Provide support to budget managers and non finance staff.

Track record of supervision of staff.

Delegation of work within small team and management of delivery to deadlines.

Provide technical support to project work internal and external to finance.

Desirable

NHS Experience.

Foundation Trust experience.

Using Agresso system.

Experience of presentation to finance and no-finance audience.

Experience of service line reporting.

Special Knowledge/Skills

Essential

Good understanding 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.

Undertake complex or technical analysis to support reporting or specific project work.

Good understanding of financial processes and able to design and implement improvements.

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 co ordinate the provision of reliable , relevant accurate and timely information.

Desirable

Evidence of advanced excel skills.

Customer service training.

Understanding of Foundation Trust regime.

Qualifications

Essential

AAT equivalent experience.

Substantial experience in management accounts.

Desirable

AAT qualification.

Evidence of personal development.

Studying for accountancy CCAB qualification.

Personal Attributes

Essential

Effective time management.

Can undertake a Leadership role in the team.

Good team worker.

Able to co ordinate effort.

Able to work flexibly to meet changes in priorities.

Can deliver to deadlines.

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).

Ability to travel around the wider Trust.

Desirable

Car owner / driver.