Job summary
Cumbria Health has an opportunity for a Senior Management Accountant join our growing team. This is a great opportunity to develop your Accountancy career within a busy
Finance department and the Primary Healthcare Sector.
You will have current hands-on
experience in the production of management accounts in either the public or
private sectors. Ideally with a SAGE accounts
system background you will be able to exercise your own initiative and be used to meeting regular monthly accounting deadlines.
As a minimum you will hold an AAT or equivalent
qualification, but ideally hold a GCMA or ACCA qualification (we would continue
to support someone studying for these examinations).
You will possess good organisational, time management and communication
skills, as well as being proficient in the use of Microsoft Office,
particularly Microsoft Excel and Word.
Closing Date: 1st April 2024
In person interviews will take place on: 19th April 2024
A 30 minute test will take place at the start of the interview to assess excel and management accounting skills
We encourage you to apply as
early as possible as this job may close earlier than the advertised closing
date once enough applications have been received
Main duties of the job
The key aspect of the Senior Management Accountant role
is to support the Finance Director by leading on the production of Cumbria
Healths Management Accounts; in particular focusing on its Primary Care GP
Practices and other non-Out of Hours Activities.
With line management responsibility for our Out of
Hours Management Accountant you will be given support in getting to grips with
the role initially and besides management accounts production your remit will
cover assisting the Finance Director with the establishment of annual budgets,
in conjunction with budget holders, and monitoring variances against these
targets.
Depending on capacity you could additionally add
value by helping to monitor cash-flow, preparing VAT returns, and assisting
with updating financial policies and procedures. As with any busy Finance dept.
you need to be flexible enough to assist with the peaks in workload across the
department.
All staff are expected to work to Cumbria Health Values.
About us
Cumbria Health Limited - CHL places the patient, their family and their community at the heart of everything we do. We are an award-winning organisation, the first out-of-hours organisation in the country to be rated as outstanding by the Care Quality Commission (CQC).
We provide primary health care services, both in and out of hours, across Cumbria. We are values-driven and place great emphasis on inclusivity and the wellbeing and development of our staff, while striving to provide a consistently high-quality service. Our service is designed to improve health and wellbeing.
Working for Cumbria Health can offer flexible opportunities in terms of location, hours and working patterns so you can enjoy a great work life balance. In order to provide the best patient care we understand the importance of ensuring staff satisfaction and are consistently trying to ensure we offer our staff a positive working environment whether that be though training or social events.
Listen to your heart. Have the work life balance you'd love.
Job description
Job responsibilities
This list of duties and responsibilities, which follows, represents the broad range of tasks which may be required to be undertaken either routinely or periodically. This list is not exhaustive and the role may include additional duties which are not listed here.
- The types of finance activities you will be supported to learn and get involved in:-
- Preparing monthly departmental management accounts and variance analyses.
- Providing written reports explaining significant variances to budget.
- Line managing the Management Accountant Out-of-Hours.
- Maintaining and updating our NL chart of accounts.
- Creating departments and project codes to isolate and account for different business segments.
- Using SAGE and Excel to prepare monthly management accounts
- In readiness for the above preparing bank reconciliations, preparing and posting SAGE journals re prepayments, accruals and depreciation.
- Ensuring the integrity and accuracy of our day books, purchase and sales ledgers.
- Ensuring the integrity and accuracy of our fixed asset records.
- Ensuring labour costs are correctly transferred into the accounts from the payroll system.
- Undertaking and overseeing that control account reconciliations are done on a regular basis.
- Ensuring the accounts contain only accurate and valid transactions.
- That Cumbria Healths contractual income is, via sales invoices, raised on time and accounted for correctly.
- Discussing budgetary requirements with budget holders and collating budget requests.
- Assisting in the production of the annual budget and helping to disseminate to budget holders.
- Liaise with the Finance & Payroll Manager / Practice Managers re day time primary care accounts results.
- Assisting with management accounts system updates and improvements.
- Monitoring the receipt of income and payments to suppliers / workforce and overseeing short term treasury management i.e. ensuring that we have sufficient funds to pay stakeholders.
- Being responsible for the preparation of VAT returns.
- Assisting with the writing of financial policies and procedures.
- Helping to ensure that fraudulent activities are promptly identified and scams avoided.
You would be expected to organise and manage your time effectively, on a day to day basis, whilst working as part of a team.
Job description
Job responsibilities
This list of duties and responsibilities, which follows, represents the broad range of tasks which may be required to be undertaken either routinely or periodically. This list is not exhaustive and the role may include additional duties which are not listed here.
- The types of finance activities you will be supported to learn and get involved in:-
- Preparing monthly departmental management accounts and variance analyses.
- Providing written reports explaining significant variances to budget.
- Line managing the Management Accountant Out-of-Hours.
- Maintaining and updating our NL chart of accounts.
- Creating departments and project codes to isolate and account for different business segments.
- Using SAGE and Excel to prepare monthly management accounts
- In readiness for the above preparing bank reconciliations, preparing and posting SAGE journals re prepayments, accruals and depreciation.
- Ensuring the integrity and accuracy of our day books, purchase and sales ledgers.
- Ensuring the integrity and accuracy of our fixed asset records.
- Ensuring labour costs are correctly transferred into the accounts from the payroll system.
- Undertaking and overseeing that control account reconciliations are done on a regular basis.
- Ensuring the accounts contain only accurate and valid transactions.
- That Cumbria Healths contractual income is, via sales invoices, raised on time and accounted for correctly.
- Discussing budgetary requirements with budget holders and collating budget requests.
- Assisting in the production of the annual budget and helping to disseminate to budget holders.
- Liaise with the Finance & Payroll Manager / Practice Managers re day time primary care accounts results.
- Assisting with management accounts system updates and improvements.
- Monitoring the receipt of income and payments to suppliers / workforce and overseeing short term treasury management i.e. ensuring that we have sufficient funds to pay stakeholders.
- Being responsible for the preparation of VAT returns.
- Assisting with the writing of financial policies and procedures.
- Helping to ensure that fraudulent activities are promptly identified and scams avoided.
You would be expected to organise and manage your time effectively, on a day to day basis, whilst working as part of a team.
Person Specification
Qualifications
Essential
- AAT qualified or similar finance qualification.
Desirable
- GCMA or ACCA or equivalent qualification.
Experience
Essential
- Experience of preparing Management Accounts in a busy Finance office environment.
Knowledge, Skills and Aptitudes
Essential
- Extensive experience of Microsoft Office, specifically Excel & Word.
- Problem solving and analytical skills.
- Experience of managing staff.
- A Commitment to self-development and seeking opportunities for further development and enhancement of skillset.
- Time Management be able to plan and manage own day to day tasks and adhere to deadlines.
- Customer Focused builds and manages relationships and exceeds patient and stakeholder expectations.
- Team worker recognises the value of other team members in enhancing overall performance of the finance function.
- Good communicator communicates in a clear and concise manner and checks that communicated messages have been received and understood.
- Attention to detail maintains a high level of quality and timely completion of tasks with excellent attention to detail.
Desirable
- NHS Experience or knowledge of the NHS and Primary Care.
- Experience using Sage Accounts
Personal Circumstances
Essential
- Resilient under pressure.
- Able to adapt to fluctuations in workload.
- Hard working, reliable and resourceful.
- Enthusiastic and self-motivated.
- Flexible to meet the needs of the post.
- Respect confidentiality of information.
- Able to prioritise workload effectively.
- Demonstrate good attention to detail.
- Excellent team player whilst being confident to work autonomously in time.
- Ability to communicate effectively with staff at all levels
Other requirements
Essential
- Well organised.
- Ability to build rapport and effective relationships at all levels.
- Demonstrate initiative.
Person Specification
Qualifications
Essential
- AAT qualified or similar finance qualification.
Desirable
- GCMA or ACCA or equivalent qualification.
Experience
Essential
- Experience of preparing Management Accounts in a busy Finance office environment.
Knowledge, Skills and Aptitudes
Essential
- Extensive experience of Microsoft Office, specifically Excel & Word.
- Problem solving and analytical skills.
- Experience of managing staff.
- A Commitment to self-development and seeking opportunities for further development and enhancement of skillset.
- Time Management be able to plan and manage own day to day tasks and adhere to deadlines.
- Customer Focused builds and manages relationships and exceeds patient and stakeholder expectations.
- Team worker recognises the value of other team members in enhancing overall performance of the finance function.
- Good communicator communicates in a clear and concise manner and checks that communicated messages have been received and understood.
- Attention to detail maintains a high level of quality and timely completion of tasks with excellent attention to detail.
Desirable
- NHS Experience or knowledge of the NHS and Primary Care.
- Experience using Sage Accounts
Personal Circumstances
Essential
- Resilient under pressure.
- Able to adapt to fluctuations in workload.
- Hard working, reliable and resourceful.
- Enthusiastic and self-motivated.
- Flexible to meet the needs of the post.
- Respect confidentiality of information.
- Able to prioritise workload effectively.
- Demonstrate good attention to detail.
- Excellent team player whilst being confident to work autonomously in time.
- Ability to communicate effectively with staff at all levels
Other requirements
Essential
- Well organised.
- Ability to build rapport and effective relationships at all levels.
- Demonstrate 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.
