Job responsibilities
JOB SUMMARY
1.0 Job Summary
The Management Accountant is
responsible for supporting the Senior Management Accountant and BDU finance
manager in delivering high quality and
timely financial management services to all budget holders within a Business
Delivery Unit (BDU)/ Corporate Services.
1.1 Providing
support to the Senior/Finance Manager and budget managers in the development
and delivery of the BDU/ Directorate Annual Plan
1.2 Production
of the monthly BDU/Directorate management reports including financial forecasts
1.3 Intelligence
gathering and investigation of service issues to advise on financial risk and
options for decision making with direction from senior finance staff
1.4 Provide
costing and financial analysis for service development and business cases with
direction from senior finance staff
1.5 Supervision
of junior BDU/ support services management accounts staff
1.6 Leadership
role within the finance team; able to contribute to a multi-disciplinary team
using matrix working to deliver the BDU/ directorate objectives.
2. Key Relationships
BDU Finance Manager / Senior Management
Accountant
Budget holders within the BDU / Support Services
including managers and clinicians
Management Accounts team
Senior staff in finance including access to
specialist expertise
Internal and external relationships with key
stakeholders and partners in order to represent the BDU or finance department in
meetings or project work
3. Key
Results Areas:
Financial
Governance
To provide advice and training to budget managers
to ensure there is good understanding and compliance with Standing Financial Instructions,
Standing Orders Financial Procedures and accounting policies
To provide analysis and information to senior
finance staff for completion of information and returns for external bodies
including Freedom of Information requests
To provide accurate financial information to the
required timetables and detailed analysis to support the completion of
statutory accounts under the direction of senior finance staff
Financial Strategy and Planning
To support the Senior/Finance Managers in the
development and maintenance of the BDU/Support Services medium term financial
plan through calculation of budgets and undertaking financial analysis as
directed
Provide financial support and advice to support BDU/Support
Services business planning for a portfolio of budgets holders
Plan and deliver detailed costing and analysis
work to support BDU capital and revenue
developments including business cases and delivery of Cost Improvement Plans
under the direction of senior finance
staff
Financial Reporting and Management
Accounting
Produce the detailed workings for budget setting
Produce the monthly management reports for the
BDU/Support Services including financial forecasting
Undertake analysis and investigation of service
issues arising from monthly reporting for portfolio of budget holders,
including consideration of financial risk.
Support the Senior finance managers in the
production and analysis of service line reporting.
Provide professional financial support and
advice for financial reporting to BDU/Support Services budget holders and other
managers with the support of senior finance staff.
Produce written financial analysis to support the decision making process within
the BDU/Support Services directorate under supervision of senior finance staff
The post holder
will be expected to assess current work practices and procedures in relation to
their own span of work and implement improvements where possible and contribute
to development of efficient work processes which optimise the use of technology.
Other duties
Provide financial and costing analysis to the
central finance team to support the delivery of mandatory returns or to
internal facilitate benchmarking.
Provide training to other finance and BDU/Support
Services staff as appropriate
Key member of the BDU/directorate support services
team to be able to contribute to BDU/directorate projects and matrix
management.
Supervision of junior BDU finance staff.
Work as an integral member of the finance team
to ensure the Trust delivers on its statutory financial duties.
Trust Values:
The Trust is committed to
ensuring the highest standards of care and treatment and expects that all staff
treat people e.g, service users, their carers, relatives, friends, colleagues,
visitors etc, with dignity and respectat all time. The post holder must all time act in accordance with the Trusts Values:
Honest, open, transparent
Respectful
Person first and in the centre
Improve and be outstanding
Relevant today, ready for tomorrow
Families and carers matter
Safeguarding:
Report any concerns regarding
the safety or wellbeing of children, adults service users, members of their families etc, in accordance
with Trust Policy.
Prevent and respond
appropriately to abuse and understand own role in this by undertaking
Safeguarding training.
Trust policies and commitments to be read in line with the relevant
Trust Policy:
All staff employed by the Trust must comply with the Trusts policies and
procedures, undertake appropriate training required for their role and commit
to:
ensure
they are aware of the Whistleblowing Policy and how they raise concerns;
maintain
confidentiality, in line with the Trusts Confidentiality Policy and Code of
Conduct;
understand
their personal responsibilities with regards to data quality for any information
which they create, use or process in accordance with the The General Data
Protection Regulation (GDPR), The Data Protection Act 2018 (DPA) and
Trust Data Protection policy;
comply with the
provisions of The Trusts Health and Safety Policy and Protocol. Ensuring their
own safety and that of colleagues, service users and visitors. Know the action
to be taken in the event of a fire and must undertake fire training annually;
receive
supervision in line with the Trusts Supervision Policy and an annual Appraisal
in line with the Trusts Appraisal Policy, during which mandatory, role
specific and personal development needs should be identified and agreed;
understand their
responsibilities under the Trusts Equal Opportunities in Employment Policy and
ensure that they adhere to the provisions of the policy;
recognise, respect
and support the equality diversity of staff, colleagues, service users, carers
and the public. Contribute to a working
environment which promotes and responds positively to difference and diversity;
ensure they carry
out their duty to safeguard and promote the welfare of children and young
people under the age of 18 years, as issued under Section 11 of The Children
Act 2004, by being familiar with and adhering to Trust safeguarding policies
and participatingin relevanttraining;
comply with their
professional responsibilities to develop their practice and deliver care
through a Clinical Governance framework (i.e. CPD, Audit, Supervision);
demonstrate,
through practice and practical understanding, the importance of the continual
development of individual, team and service wide quality improvement;
abide by relevant
codes of professional practice, with the organisation taking action when codes
of conduct are breached;
work flexibly to
meet the needs of the service/organisation, whilst working within a culture of
progressive employment practices and commitment to the Investors in People
(IiP) Standards.
adhere to the Trusts smoke free policies, which
prohibits smoking anywhere on Trust grounds;
being socially responsible by complying with measures that support the
Trust in reducing or offsetting our environmental impact;
Identify and report risks, hazards, incidents, accidents and near misses
promptly;
In addition to the Trusts own responsibilities under the Health and
Social Care Act 2008, Code of Practice on the prevention and control of infections
and related guidance, for your safety, ALL staff (and contractors) are
responsible for ensuring their work adheres to this Code in the delivery of
safe patient care.
This job description is an outline of the main
duties of the post. The postholder will
be required to undertake other duties commensurate with the band as directed.
The content of this post will be reviewed in consultation with the postholder
when necessary and in line with the service developments.
For full details of the role please see the supporting documents attached.
