North Tees & Hartlepool NHS Foundation Trust

Trainee Management Accountant

The closing date is 15 June 2025

Job summary

*Advert may close early if sufficient volume of applications is reached*

Are you an AAT part-qualified accounting technician with experience in financial management looking for a fresh and exciting new challenge?

We have an exciting opportunity in our newly restructured, award winning Financial Management team supporting a £365m turnover high performing Foundation Trust. To deliver our strategy, we are looking for a Management Accountant to support the delivery of our monthly management accounts across one of our clinical Care Groups.

You will be a key part of the finance team providing financial stewardship to the organisation and supporting the achievement of the finance team vision.

We are seeking applications from individuals who have the drive, passion and ability to make a difference. If you believe you can offer this then we would like to hear from you.

Main duties of the job

An Excellent opportunity is available to support the Financial Management team reporting to the Deputy Finance Business Partner.

The post holder, will support the Financial Management team in providing support to budget holders and to ensure information and data is accurate and up to date.

Responsible for ensuring accuracy within the General Ledger and associated financial systems in order to improve the level of services (quality, relevance, accuracy and timeliness of information) and increased efficiency to allow the wider trust manage their budgets and deliver the FT financial regime.

About us

At North Tees & Hartlepool NHS Foundation Trust our main priority is, and always will be, to provide safe and high quality care to our patients every day; the kind of care we would want for ourselves and our loved ones.

We want our organisation to be the best place to work with the right staff, in the right roles, at the right time, to ensure we deliver exceptional patient care and experience.

We will support staff through providing an inclusive and supportive workplace with health and well-being initiatives, staff benefits and opportunities for personal and professional development. Staff recognition is very important to us; as well as performance reviews and appraisals, we recognise staff through Star and Team of the month, colleague recognition - a note of thanks, Managers Awards, Shining Stars and Service Awards.

We actively encourage staff involvement with staff networking events and staff survey

"Together we are North Tees & Hartlepool"

Details

Date posted

30 May 2025

Pay scheme

Agenda for change

Band

Band 3

Salary

£24,625 to £25,674 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

345-FIN7027542

Job locations

University Hospital of North Tees

Hardwick Road

Stockton-on-Tees

TS19 8PE


Job description

Job responsibilities

  • To prepare & distribute monthly directorates financial reports with the support of the management accountant.
  • To input into the Oracle Financial Management System (I.e. Journals, budgets and data from feeder systems (Payroll/Stock/Debtors/Creditors)
  • To assist in providing information and support to allow identification and interpretation of variances from budget. Assisting the provision of monthly commentaries on the key financial issues for the management accountant to ensure any trends are identified
  • Assists the Deputy FBP / Management Accountant in the preparation of annual budgets, ensuring that budgets reflect service requirements.
  • Helps ensure all Income is accurately identified and invoices are raised in a timely manner.
  • Liaise with Financial Services to ensure all income and expenditure is correctly coded.
  • Maintaining the control and accuracy of budgets as directed by the Deputy FBP / Management Accountant ensuring that budgetary controls are reconciled and balanced off on a monthly basis.
  • To prepare ad-hoc costing information as requested by budget managers under supervision.
  • Contribute to and support the development and improvement of financial procedures to drive efficiency and quality.
  • To work as part of the overall financial management department and to develop close working relationships with other financial management assistants.
  • To develop effective working relationships, and under supervision, provide advice and answer financial queries for key personal at various levels of seniority working within the
  • Assist in the production of working papers where required to the Trusts statutory annual
  • To ensure that departmental standards and agreed deadlines are met. To deputise for the Management Accountant as required.
  • To perform any other duties as may be delegated from time to time.

Job description

Job responsibilities

  • To prepare & distribute monthly directorates financial reports with the support of the management accountant.
  • To input into the Oracle Financial Management System (I.e. Journals, budgets and data from feeder systems (Payroll/Stock/Debtors/Creditors)
  • To assist in providing information and support to allow identification and interpretation of variances from budget. Assisting the provision of monthly commentaries on the key financial issues for the management accountant to ensure any trends are identified
  • Assists the Deputy FBP / Management Accountant in the preparation of annual budgets, ensuring that budgets reflect service requirements.
  • Helps ensure all Income is accurately identified and invoices are raised in a timely manner.
  • Liaise with Financial Services to ensure all income and expenditure is correctly coded.
  • Maintaining the control and accuracy of budgets as directed by the Deputy FBP / Management Accountant ensuring that budgetary controls are reconciled and balanced off on a monthly basis.
  • To prepare ad-hoc costing information as requested by budget managers under supervision.
  • Contribute to and support the development and improvement of financial procedures to drive efficiency and quality.
  • To work as part of the overall financial management department and to develop close working relationships with other financial management assistants.
  • To develop effective working relationships, and under supervision, provide advice and answer financial queries for key personal at various levels of seniority working within the
  • Assist in the production of working papers where required to the Trusts statutory annual
  • To ensure that departmental standards and agreed deadlines are met. To deputise for the Management Accountant as required.
  • To perform any other duties as may be delegated from time to time.

Person Specification

Qualifications

Essential

  • AAT Part- Qualified and minimum of 2 years' experience in financial management.

Desirable

  • AAT Qualified
  • NHS experience

Skills

Essential

  • Good computer skills with experience of Microsoft office particularly MS Excel. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner. Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines. Must have excellent prioritisation and organisational skills. Must possess good analytical skills Must have excellent verbal and written communication skills. Ability to raise invoices, record and monitor income and understand aged debt and follow up actions required. Knowledge of calculating and analysing budget statements and variances.
  • Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end.
  • Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner
  • Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines
  • Must have excellent prioritisation and organisational skills.

Desirable

  • Knowledge of Desktop Discoverer and oracle 11i
  • Knowledge of Standing Financial Instructions, standing orders and schemes of delegation.
  • Knowledge of Payment by results
  • Knowledge of calculating and processing tax, NI, superannuation and VAT.
  • Knowledge of the management, monitoring and reporting of service agreements.
Person Specification

Qualifications

Essential

  • AAT Part- Qualified and minimum of 2 years' experience in financial management.

Desirable

  • AAT Qualified
  • NHS experience

Skills

Essential

  • Good computer skills with experience of Microsoft office particularly MS Excel. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner. Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines. Must have excellent prioritisation and organisational skills. Must possess good analytical skills Must have excellent verbal and written communication skills. Ability to raise invoices, record and monitor income and understand aged debt and follow up actions required. Knowledge of calculating and analysing budget statements and variances.
  • Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end.
  • Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner
  • Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines
  • Must have excellent prioritisation and organisational skills.

Desirable

  • Knowledge of Desktop Discoverer and oracle 11i
  • Knowledge of Standing Financial Instructions, standing orders and schemes of delegation.
  • Knowledge of Payment by results
  • Knowledge of calculating and processing tax, NI, superannuation and VAT.
  • Knowledge of the management, monitoring and reporting of service agreements.

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. 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.

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. 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

North Tees & Hartlepool NHS Foundation Trust

Address

University Hospital of North Tees

Hardwick Road

Stockton-on-Tees

TS19 8PE


Employer's website

https://www.nth.nhs.uk/ (Opens in a new tab)


Employer details

Employer name

North Tees & Hartlepool NHS Foundation Trust

Address

University Hospital of North Tees

Hardwick Road

Stockton-on-Tees

TS19 8PE


Employer's website

https://www.nth.nhs.uk/ (Opens in a new tab)


Employer contact details

For questions about the job, contact:

Finance Business Partner

Louise Harris

louise.harris61@nhs.net

01642683244

Details

Date posted

30 May 2025

Pay scheme

Agenda for change

Band

Band 3

Salary

£24,625 to £25,674 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

345-FIN7027542

Job locations

University Hospital of North Tees

Hardwick Road

Stockton-on-Tees

TS19 8PE


Supporting documents

Privacy notice

North Tees & Hartlepool NHS Foundation Trust's privacy notice (opens in a new tab)