Management Accountant

Navigo Health and Social Care CIC

The closing date is 09 May 2025

Job summary

Management Accountant for Navigo, part of the Finance Team and the role will include mentoring and supervision of a finance assistant, along with providing training and advice to budget managers throughout the organisation.

An exciting opportunity has arisen for an enthusiastic Management Accountant to join our dynamic Finance team. In this pivotal role, you will work closely with service managers, providing information and critical insights for decision making and resources planning. The work will range from budgeting and forecasting to analysis and reporting directly supporting services that transform lives every day. If you are looking for a role that combines your financial expertise with a mission that really matters we want to hear from you!

Main duties of the job

You will provide a full management accounting service for a given portfolio, which would require you to attend regular meetings with colleagues, both virtually and face to face. You will be encouraged to develop an understanding of the invaluable and varied services Navigo provides, in order to continuously improve the financial support service we offer .

We welcome applications from all sectors - both NHS and Non-NHS. Navigo provides a diverse range of services that include commercial activities as well as traditional NHS services, making this opportunity all the more unique and desirable.

About us

Hello!

We are Navigo. We look after North East Lincolnshire's mental health and well-being, an award-winning social enterprise that provides mental health services to the NHS and beyond.

The whole basis of our work is to deliver services that we would be happy for our own family to use.

We offer a range of mental health services, including acute and community facilities as well as specialist support such as outstanding older adults inpatient services, rehabilitation and recovery community mental health and an outstanding specialist eating disorder facility.

Ranked as one of the top UK companies to work for, we feature in the Best Companies top 100 large company list.

As a social enterprise, we do things a little bit differently and have also developed income-generating commercially viable businesses that provide training, education and employment opportunities including Grimsby Garden Centre.

Working at Navigo is not like working anywhere else. Lots of places say that, but we really mean it.

We like to work with forward-thinking people who want to make a difference.

Come and Join us !

Please note: Whilst we value all applications, if we believe an application to be AI generated, we will use a checking tool and may reject any application that has been automatically generated.

Should you require any assistance in completing this application due to a disability or other needs please contact navigo.recruitment@nhs.net

Date posted

09 April 2025

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £44,962 a year Pay dependant on experience

Contract

Permanent

Working pattern

Full-time

Reference number

B9816-460

Job locations

Navigo House, 3-7 Brighowgate

ad hoc hybrid working

Grimsby

DN32 0QE

Job description

Job responsibilities

Job Purpose

The post-holder will provide a comprehensive and rigorous management accounting service for a given portfolio of Business Development Units within a multi-million pound contract. The post- holder will ensure that financial information is accurate, timely, relevant, useful and adds value.

The role requires continuous professional development, which the organisation will support.

The post holder will communicate with all levels of staff, including Senior Management and will play a key role in the efficient and effective management and operation of the finance function. The role entails driving to various work bases to meet with budget holders face to face as well as virtually.

Principle Tasks:

Undertaking monthly budget monitoring including reporting and support/advice to a portfolio of Budget Holders, including regular scheduled meetings which may include the discussion and resolution of complex financial issues;

Utilising in-depth specialist knowledge of finance to assist in development of proposals and plans that impact on the organisations Financial Strategy;

Developing detailed and accurate reports from complex IT systems, including monthly budget statements and circulating to budget managers in accordance with agreed timescales, having made all necessary accounting adjustments to reflect an accurate position of the period under review.

Analysis, identification and investigation of budget variance within their portfolio; with escalation where appropriate. Utilising knowledge of variance to provide forecasts for future periods that can be used for resource planning.

Maintaining and reporting on Action Plans agreed with budget holders to address variance.

Providing training to budget managers to utilise the Access Financials dashboards to provide real time information in regard to their budget;

Provide technical finance support and advice to non-finance managers;

Meeting strict deadlines to submit financial information for inclusion in various board reports and external reports;

Undertaking often complex calculations for setting of budgets in accordance with the organisations budget setting policies, and subsequent discussions and agreements with budget holders;

Resolving any queries and assisting budget holders with the calculation of cost improvement plans that have been identified during the budget setting process;

Investigating and analysing transactional data to identify errors and discrepancies, preparing journals for input to the financial system;

Using appropriate software, identifying ways or working more efficiently and effectively.

Actively participating in improving systems or structures within the finance department. Developing changes to business-wide structures and monitoring their success.

Calculation of monthly system accruals and prepayments; calculation of estimated accruals;

Maintaining financial procedures, ensuring they are accurate and adhering to standing financial instructions, whilst looking for ways to make all processes as efficient as possible;

Providing financial support to budget managers on various corporate projects and service developments;

Undertaking accountancy tasks on the ledger system; such as inputting large, complex feeder files from external sources (e.g. Payroll Feeder file), creating journals, budget virements, setting up ledger codes, running ad-hoc reports etc; adhering to a strict month end timetable. Performing ledger reconciliations to prevent errors and omissions

Submitting financial information to a strict timetable for inclusion in the annual accounts;

Assisting in the collation and production of statutory reports, bench-marking exercises and statistical returns;

Working as an integral part of the finance team; providing certain elements of cover, and deputising where appropriate, in the absence of the Senior Management Accountant.

Monthly detailed pay budget analytical review to identify miscodes and changes in a timely manner. Liaising with HR colleagues where necessary

Supporting organisation wide recruitment by performing checks upon receipt of a vacancy notification to ensure post to be advertised is funded and affordable and to give approval upon such assurance in a timely manner;

Assisting in complex and confidential issues such as costing of restructures, service re-design or tendering for service developments or new services;

Supervising routine accounting tasks on the finance system, such as inputting journals, setting up ledger codes within agreed coding structure, ledger enquiries, running ad-hoc reports etc;

Supervising and mentoring finance assistant, and recruitment and selection of finance assistant in the event of a vacancy;

Ad-hoc duties as required to meet the exigencies of the service