Job Summary
An opportunity has arisen to join the Management Accounts team within HPFT's successful Finance Department at what is a time of significant challenge financially for the NHS, nationally and locally.
The Department is accredited at Level 1 with the national Future Focused Finance scheme, and registered for CPD with the professional accountancy bodies.
Main Duties of the Job
We continue to develop our team and the service we offer to best meet the needs of the organisation. The team is busy and task-focused, but is friendly and supportive; benefits include flexible working hours. Team members are encouraged to get to know the services they work with, and candidates should therefore have an interest in HPFT services.
The post requires someone who is highly numerate and IT-literate, with good knowledge of Microsoft Excel, and confident in learning and utilising various systems. The ideal candidate will be highly adaptable and pro-active; have excellent communication skills, spoken and written; and be able to explain financial issues and to influence others. There is a strong focus on both customer service and on data quality.
The post holder will be responsible for all management accounting tasks across a range of services, including covering for other members of the team. The role includes monthly accruals/pre-payments; approval of posts on TRAC; budget setting; budget monitoring; carrying out costings; and supporting business cases. In addition, they will provide advice and training on financial issues and finance systems to budget holders and managers.
It is necessary to support managers and attend meetings across the Trust's sites, so it is essential that candidates can drive and have their own transport, unless they have a disability.
About Us
Hertfordshire Partnership University NHS Foundation Trust (HPFT) is an outstanding organisation with ambitions to match. We are one of just five mental health trusts to achieve an overall rating of 'Outstanding' from the Care Quality Commission, and our aim is to be the leading provider of mental health and specialist learning disability services in the country.
Our family of nearly 4000 members of staff provide health and social care for over 400,000 people with mental ill health, physical ill health and learning disabilities across Hertfordshire, Buckinghamshire, and Norfolk, delivering these services within the community and several inpatient settings. We also deliver a range of nationally commissioned specialist services including Tier 4 services for children and young people, perinatal services, plus medium and low secure learning disabilities services.
The care we provide makes a fantastic difference to the lives of our service users, their families and carers - everything is underpinned by choice, independence and equality, with our Trust values embedded throughout:
Welcoming. Kind. Positive. Respectful. Professional.
These values are at the core of who we are, everything we do, and how we do it!
Job Description
Job Responsibilities
The post holder provides the management accounting function for the SBU (Strategic Business Unit) or area, including completion of accruals and variance analysis, coding of invoices, approval of recruitment to posts, and budget setting. The post holder is the first point of contact for all finance queries from budget holders, and also acts proactively to raise and resolve issues, particularly for areas that are overspending, have increasing expenditure, or other financial issues. The post holder will need to develop and utilise knowledge of Standing Financial Instructions, Standing Orders, current legislation, and HPFT policies and procedures.
Financial Reporting
(including Month End, Year End and other reporting) The Management Accountant is responsible for the completion of Month End accruals for their area including: Ensuring all accruals are completed accurately and on time Highlighting any areas of concern to the Finance Business Partner or equivalent Completion of Variance Analysis for the month including narrative commentary (i.e. words as well as numbers) Noting of any items which affect forecasting Keeping accurate records of any Prior Year accruals utilised and the balance remaining Supervision of any accruals calculated by Assistants or Officers Uploading of journals onto the system or ensuring that this is actioned Complete yearend accruals for the area, ensuring appropriate evidence is available Other adhoc reports as requested by budget holders or as required to deal proactively with issues arising Completion of report sections as requested by Finance Business Partner or equivalent The Management Accountant is responsible for the detail of the budgets set for their area to include: Completion of pay calculation sheets Calculation of any non-pay budgets Highlighting any issues to the Finance Business Partner or equivalent Ensuring that all current spend is budgeted for the following year or if that is not possible flagging this as an issue Ensuring all budget is uploaded to the ledger for the new financial year Basic forecasting and highlighting any items which will have an effect on the future financial position Making proactive suggestions for budgets that may need amending Calculation and uploading of budget journals in relation to approved changes to budget Responsible for completion of all coding on the invoice authorisation system for own area (may on occasion be delegated to Assistants / Officers), accurately and on time, ensuring all error messages are removed in advance of forwarding to the budget holder, and that VAT coding is correct (keeping up to date on changes in VAT rules) Checking of backing information relating to invoices, and raising / resolving queries where appropriate Raising of invoices for income within own area, including Block Contracts, Cost and Volume, Non-Contract Income, and any other regular or adhoc invoices in a timely manner; paying particular attention to the cash flow impact of large invoices, and also NHS rules on when invoices must be raised by Responsible for completion of TRAC authorisation (within 2 working days if routine), and raising / resolving queries with budget holders or senior finance staff as applicable Ensuring the ESR Payroll system is accurate for the budget (establishment) side, including attendance at Establishment Control meetings, liaison with budget holders, HR Business Partners, and the Workforce Intelligence Team; that other issues are being dealt with by HR Contribute ideas, and provide information and input to, the Trust's Delivering Value Programme (or other equivalent savings programme); keep track of related budget changes for own area In order to carry out their duties effectively, the post holder will meet with budget holders on a regular basis; this should be proactively arranged (i.e. not just at SBU meetings). Some can be undertaken by phone or web, but actual visits are also necessary. It is expected that during non-month end days Management Accountants will be out for around 50% of the time. Where applicable this does include visits to sites at a longer distance such as Essex and Norfolk, at least several times a year. Routine costings as requested by budget holders or senior finance staff; completion of calculations for bids Work as a team with the other Management Accountants ensuring that cross-cover can always be provided. Person Specification QUALIFICATIONS/EDUCATION/TRAINING Essential Experience in Management Accounting/Finance Function equivalent to that expected of Professional Postgraduate Diploma Level. Part-qualified or studying towards professional qualifications or equivalent work-based experience. Evidence of continued professional development - e.g. NHS Finance Personal Portfolio. Desirable Education to degree level or equivalent work-based experience SKILLS/KNOWLEDGE/ABILITY Essential Organisational skills and the ability to work effectively within a management structure, planning and prioritising workload as appropriate. Interpersonal skills - able to discuss and negotiate sensitive issues where conflicting priorities arise. Analytical skills - relating to complex financial trends drawing on information from a number of sources Communication skills - written and verbal IT Skills - knowledge and use of: General ledger and EIS, payroll applications Windows Office Suite of software Able to work with detail and accuracy at high speed including highly advanced keyboard skills. Knowledge and awareness of accounting practice. Desirable Judgement skills - ability to use experience to make appropriate assumptions in the preparation of financial reports, plans and resolution of problems EXPERIENCE Essential Experience of Management Accounting/Finance Function Desirable Experience in public sector organisation ADDITIONAL INFORMATION Essential Effective Team Worker Flexible and able to perform complex tasks with accuracy Ability to prioritise competing workload Ability to work under pressure and within agreed deadlines Customer awareness Desirable Self-motivated and able to work on own initiative 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. Certificate of Sponsorship 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. 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. Employer Details Employer Name : Hertfordshire Partnership University NHS Foundation Trust Address : The Colonnades, Beaconsfield Road, Hatfield, AL10 8YE Employer's Website
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(including Month End, Year End and other reporting) The Management Accountant is responsible for the completion of Month End accruals for their area including: Ensuring all accruals are completed accurately and on time Highlighting any areas of concern to the Finance Business Partner or equivalent Completion of Variance Analysis for the month including narrative commentary (i.e. words as well as numbers) Noting of any items which affect forecasting Keeping accurate records of any Prior Year accruals utilised and the balance remaining Supervision of any accruals calculated by Assistants or Officers Uploading of journals onto the system or ensuring that this is actioned Complete yearend accruals for the area, ensuring appropriate evidence is available Other adhoc reports as requested by budget holders or as required to deal proactively with issues arising Completion of report sections as requested by Finance Business Partner or equivalent The Management Accountant is responsible for the detail of the budgets set for their area to include: Completion of pay calculation sheets Calculation of any non-pay budgets Highlighting any issues to the Finance Business Partner or equivalent Ensuring that all current spend is budgeted for the following year or if that is not possible flagging this as an issue Ensuring all budget is uploaded to the ledger for the new financial year Basic forecasting and highlighting any items which will have an effect on the future financial position Making proactive suggestions for budgets that may need amending Calculation and uploading of budget journals in relation to approved changes to budget Responsible for completion of all coding on the invoice authorisation system for own area (may on occasion be delegated to Assistants / Officers), accurately and on time, ensuring all error messages are removed in advance of forwarding to the budget holder, and that VAT coding is correct (keeping up to date on changes in VAT rules) Checking of backing information relating to invoices, and raising / resolving queries where appropriate Raising of invoices for income within own area, including Block Contracts, Cost and Volume, Non-Contract Income, and any other regular or adhoc invoices in a timely manner; paying particular attention to the cash flow impact of large invoices, and also NHS rules on when invoices must be raised by Responsible for completion of TRAC authorisation (within 2 working days if routine), and raising / resolving queries with budget holders or senior finance staff as applicable Ensuring the ESR Payroll system is accurate for the budget (establishment) side, including attendance at Establishment Control meetings, liaison with budget holders, HR Business Partners, and the Workforce Intelligence Team; that other issues are being dealt with by HR Contribute ideas, and provide information and input to, the Trust's Delivering Value Programme (or other equivalent savings programme); keep track of related budget changes for own area In order to carry out their duties effectively, the post holder will meet with budget holders on a regular basis; this should be proactively arranged (i.e. not just at SBU meetings). Some can be undertaken by phone or web, but actual visits are also necessary. It is expected that during non-month end days Management Accountants will be out for around 50% of the time. Where applicable this does include visits to sites at a longer distance such as Essex and Norfolk, at least several times a year. Routine costings as requested by budget holders or senior finance staff; completion of calculations for bids Work as a team with the other Management Accountants ensuring that cross-cover can always be provided. Person Specification QUALIFICATIONS/EDUCATION/TRAINING Essential Experience in Management Accounting/Finance Function equivalent to that expected of Professional Postgraduate Diploma Level. Part-qualified or studying towards professional qualifications or equivalent work-based experience. Evidence of continued professional development - e.g. NHS Finance Personal Portfolio. Desirable Education to degree level or equivalent work-based experience SKILLS/KNOWLEDGE/ABILITY Essential Organisational skills and the ability to work effectively within a management structure, planning and prioritising workload as appropriate. Interpersonal skills - able to discuss and negotiate sensitive issues where conflicting priorities arise. Analytical skills - relating to complex financial trends drawing on information from a number of sources Communication skills - written and verbal IT Skills - knowledge and use of: General ledger and EIS, payroll applications Windows Office Suite of software Able to work with detail and accuracy at high speed including highly advanced keyboard skills. Knowledge and awareness of accounting practice. Desirable Judgement skills - ability to use experience to make appropriate assumptions in the preparation of financial reports, plans and resolution of problems EXPERIENCE Essential Experience of Management Accounting/Finance Function Desirable Experience in public sector organisation ADDITIONAL INFORMATION Essential Effective Team Worker Flexible and able to perform complex tasks with accuracy Ability to prioritise competing workload Ability to work under pressure and within agreed deadlines Customer awareness Desirable Self-motivated and able to work on own initiative 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. Certificate of Sponsorship 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. 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. Employer Details Employer Name : Hertfordshire Partnership University NHS Foundation Trust Address : The Colonnades, Beaconsfield Road, Hatfield, AL10 8YE Employer's Website
#J-18808-Ljbffr
