Job summary
Financial Management Assistant
- Agenda for Change Band 3 or Band 4 dependent on experience. If appointed to Band 3, it is expected that
progression to Band 4 is attained via relevant professional development to meet
required levels.
We are currently recruiting to a
vacancy in our Operational Business Support team, offering a fantastic
opportunity to join a dynamic and fast paced finance function. Reporting to the
Deputy Business Advisor, this post provides a responsive and pro-active
management accounting service to the Trust's Clinical and Corporate Divisions,
and may also support cross-divisional and Trust-wide projects.
The ideal candidate should be a
motivated, enthusiastic and flexible individual with an ability to learn
quickly, seeking a role in which to develop their own management accounting
skills whilst making a positive contribution to the department. They should
exhibit good communication skills and be able to influence a range of audiences
from fellow finance managers to operational and departmental colleagues and
managers.
You will be an advanced Excel
user able to easily compile, analyse and interpret complex data from a range of
sources and produce clear and informative reports.
Main duties of the job
The post holder will take first line responsibility for large areas of the Divisions, being responsible for making financial adjustments within the ledger, working with selected budget managers and helping to develop reporting, control and financial management processes. The post holder will be adept at building working relationships in both the finance team and the wider divisional management teams.
To support the Financial Management team by ensuring that the financial reports are accurate and timely. To ensure that all transactions and processes are in accordance with the Finance Departments internal procedures and timetable. To meet with some budget holders to review their financial reports.
About us
Our purpose is simple - Putting Patients First. We are looking for exceptional colleagues who can help us achieve this.
Worcestershire Acute Hospitals NHS Trust is a large acute and specialised hospital trust that provides a range of local acute services to the residents of Worcestershire and more specialised services to a larger population in Herefordshire and beyond.
The Trust operates hospital-based services from three sites in Kidderminster, Redditch and Worcester
Our workforce is nearly 6,800 strong, and our caring staff are recognised as providing good and outstanding patient-centred care. You could be one of them.
We are committed to recruiting the best people to work with us to achieve our Vision - working in partnership to provide the best healthcare for our communities, leading and supporting our teams to move 4ward. Our 4ward behaviours, which we ask all staff to demonstrate, underpin our everyday work and remain firmly at the heart of all we do.
Our objectives are simple:
- Best services for local people
- Best experience of care and best outcomes for our patients
- Best use of resources
- Best people
Better never stops, and our Clinical Services Strategy provides a clear future vision for our Trust, our hospitals, our services and our role in the wider health and care system.
We are proud to have achieved Timewise accreditation - this means we are committed to embedding flexible working within our organisation as a flex positive employer.
Job description
Job responsibilities
Key Duties:
Completes month end procedures, with
advice available when required, by collating financial documents and inputting
data, recharges, budget virements and journals into computerised finance
system, databases and spreadsheets with accuracy using standard keyboard
skills.
Undertakes detailed investigations
of variances, ascertaining reasons for the variances and reporting accordingly,
ensuring all necessary corrections are completed.
Requires in depth knowledge of
General Ledger and Payroll systems Follows and understands departmental
procedures/policies e.g coding structures and petty cash. Will be required to recommend improvements
and changes via the Finance Process Improvement. (Streamlining Group)
Required to concentrate for
prolonged periods and manage frequent interruptions to day to day tasks to
answer queries from staff and budget manager.
Checks funding for, and process
Approval to Recruit (ATR) applications.
Records and codes payroll forms and update Directorates establishment
records on a daily basis.
Files source documents in accordance
to departmental procedures.
Generates timely budget reports from
computerised reporting system and distributes with nominal rolls to budget
holders.
Investigates and resolves queries
received from budget managers/Finance Manager, with a knowledge and
understanding of the Directorates.
Communicates to Finance Manager any material issues as required.
Analyses detailed data by accessing
the information from computerised payroll and finance systems to identify
errors/discrepancies and present options for resolving problems.
Creates complex spreadsheets using
advanced spreadsheet skills to provide ad hoc costings/information to budget
manager.
Meets relevant budget managers to
discuss financial issues, sometimes without supervision.
Assists in the formal Budget manager
Training Sessions and assist in training new starters in the Financial
Management Team.
Assists in the annual budget setting
process according to the timetable and procedures as set out in the
policy. Reconciles recurrent and
non-recurrent Directorate baselines budgets to budget papers and the finance system.
Plans own work day, with little
direct supervision, to meet financial timetables/priorities/deadlines set by
Finance Manager. Advice is available if
necessary.
Job description
Job responsibilities
Key Duties:
Completes month end procedures, with
advice available when required, by collating financial documents and inputting
data, recharges, budget virements and journals into computerised finance
system, databases and spreadsheets with accuracy using standard keyboard
skills.
Undertakes detailed investigations
of variances, ascertaining reasons for the variances and reporting accordingly,
ensuring all necessary corrections are completed.
Requires in depth knowledge of
General Ledger and Payroll systems Follows and understands departmental
procedures/policies e.g coding structures and petty cash. Will be required to recommend improvements
and changes via the Finance Process Improvement. (Streamlining Group)
Required to concentrate for
prolonged periods and manage frequent interruptions to day to day tasks to
answer queries from staff and budget manager.
Checks funding for, and process
Approval to Recruit (ATR) applications.
Records and codes payroll forms and update Directorates establishment
records on a daily basis.
Files source documents in accordance
to departmental procedures.
Generates timely budget reports from
computerised reporting system and distributes with nominal rolls to budget
holders.
Investigates and resolves queries
received from budget managers/Finance Manager, with a knowledge and
understanding of the Directorates.
Communicates to Finance Manager any material issues as required.
Analyses detailed data by accessing
the information from computerised payroll and finance systems to identify
errors/discrepancies and present options for resolving problems.
Creates complex spreadsheets using
advanced spreadsheet skills to provide ad hoc costings/information to budget
manager.
Meets relevant budget managers to
discuss financial issues, sometimes without supervision.
Assists in the formal Budget manager
Training Sessions and assist in training new starters in the Financial
Management Team.
Assists in the annual budget setting
process according to the timetable and procedures as set out in the
policy. Reconciles recurrent and
non-recurrent Directorate baselines budgets to budget papers and the finance system.
Plans own work day, with little
direct supervision, to meet financial timetables/priorities/deadlines set by
Finance Manager. Advice is available if
necessary.
Person Specification
Qualifications
Essential
- Minimum 5 O Levels/GCSEs or equivalent (including Maths and English).
- NVQ or Association of Accounting Technicians (AAT) Technician level or equivalent experience.
Desirable
- Studying for formal professional accountancy qualification eg. CIMA, CIPFA.
Knowledge and Skills
Essential
- Maintaining accuracy whilst meeting tight deadlines.
- IT literate including advanced spreadsheet skills.
- Knowledge and advanced use of General Ledger packages.
- Excellent numeracy skills.
- Excellent verbal and written communication skills.
- Excellent organisation skills.
Experience
Essential
- Experience of working in a Finance Department.
- Financial Management experience (budgets, monthly reporting etc)
- Experience of prioritising and multi tasking to meet deadlines.
Personal Qualities and other Job Requirements
Essential
- Neat personal Presentation.
- A team player.
- Flexible and positive approach to work.
- Reliable and able to work under pressure.
- Able to maintain concentration through interruption.
- Awareness of confidentiality.
Person Specification
Qualifications
Essential
- Minimum 5 O Levels/GCSEs or equivalent (including Maths and English).
- NVQ or Association of Accounting Technicians (AAT) Technician level or equivalent experience.
Desirable
- Studying for formal professional accountancy qualification eg. CIMA, CIPFA.
Knowledge and Skills
Essential
- Maintaining accuracy whilst meeting tight deadlines.
- IT literate including advanced spreadsheet skills.
- Knowledge and advanced use of General Ledger packages.
- Excellent numeracy skills.
- Excellent verbal and written communication skills.
- Excellent organisation skills.
Experience
Essential
- Experience of working in a Finance Department.
- Financial Management experience (budgets, monthly reporting etc)
- Experience of prioritising and multi tasking to meet deadlines.
Personal Qualities and other Job Requirements
Essential
- Neat personal Presentation.
- A team player.
- Flexible and positive approach to work.
- Reliable and able to work under pressure.
- Able to maintain concentration through interruption.
- Awareness of confidentiality.
