South West Yorkshire Partnership NHS Trust

Management Accountant

The closing date is 24 July 2025

Job summary

37.5 hours per week

We are looking to appoint an experienced Management Accountant to join our Finance Team based in Wakefield.

This is a rewarding and challenging role requiring financial and budgetary expertise, underpinned by excellent communication and negotiation skills. This post will suit someone keen to progress, who is enthusiastic, self-motivated and has the ability to work under pressure and meet deadlines.

The Management Accountant will work closely with the Finance Manager delivering high quality, timely financial reporting and analysis to support decision making and financial control.

The successful applicant will be AAT qualified or equivalent and have management accounts experience that means that they will be confident with working on their own and liaising with budget holders to ensure an accurate financial position is reported whilst supporting managers to deliver and develop their service.

We support flexible working in line with the Trusts flexible working policy and we also offer a fully funded study package for those wanting to continue with their professional qualifications.

We believe that having a diverse workforce is essential and offer an inclusive and welcoming place to work for individuals of all backgrounds.

Please refer to the job description and person specification for further details.

For informal enquiries contact:

Charlotte Durham, Finance Manager

Charlotte.Durham@swyt.nhs.uk

Main duties of the job

The Management Accountant is responsible for supporting the Senior Management

Accountant and BDU finance manager in delivering high quality and timely financialmanagement services to all budget holders within a Care Group. Providing support to the Senior/Finance Manager and budget managers in the development and delivery of the BDU/ Directorate Annual Plan.

At the time of advertising, this role does not meet the minimum requirements (salary threshold or occupational requirements) set by UK Visas and Immigration to sponsor candidates to work in the UK. For this reason, unfortunately we are unable to sponsor anyone on a visa for this role at this moment in time.

We are happy to accept applications from candidates who can prove their right to work in the UK or via alternative visa routes. Such applications will be considered alongside all other applications.

All employees of the Trust are strongly encouraged to be fully vaccinated against COVID-19 to protect patients.

About us

We are a specialist NHS Foundation Trust that provides community, mental health and learning disability services for the people of Barnsley, Calderdale, Kirklees and Wakefield. We also provide low and medium secure services and are the lead for the west Yorkshire secure provider collaborative.

Our mission is to help people reach their potential and live well in their communities, we do this by providing high-quality care in the right place at the right time. We employ staff in both clinical and non-clinical services who work hard to make a difference to the lives of service users, families and carers.

We encourage and welcome applications from all protected characteristic groups, we value diversity and want our workforce to be reflective of our communities.

Being a foundation Trust means were accountable to our members, who can have a say in how were run. Around 14,300 local people (including staff) are members of our Trust.

Join us and you will be one of over 4,500 staff committed to supporting and improving the mental, physical and social needs of the thousands of people we meet and help each year.

We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all colleagues and volunteers to share this commitment.

We do reserve to right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.

Details

Date posted

10 July 2025

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £36,483 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9378-QA01369

Job locations

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Job description

Job responsibilities

For full job description, please see attached supporting documents.

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.

Providing support to the Senior/Finance Manager and budget managers in the development and delivery of the BDU/ Directorate Annual Plan.

Production of the monthly BDU/Directorate management reports including financial forecasts.

Intelligence gathering and investigation of service issues to advise on financial risk and options for decision making with direction from senior finance staff.

Provide costing and financial analysis for service development and business cases with direction from senior finance staff.

Supervision of junior BDU/ support services management accounts staff.

Leadership role within the finance team; able to contribute to a multi-disciplinary team using matrix working to deliver the BDU/ directorate objectives.

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.

We are aware that an increasing number of applicants are using AI technology to generate responses on NHS Job application forms.Over reliance on AI-generated content in application forms is strongly discouraged and we will conduct a thorough screening process before selecting candidates to progress to the next stage. If you are using AI to enhance your application, please disclose this in your NHS Jobs application form.

Job description

Job responsibilities

For full job description, please see attached supporting documents.

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.

Providing support to the Senior/Finance Manager and budget managers in the development and delivery of the BDU/ Directorate Annual Plan.

Production of the monthly BDU/Directorate management reports including financial forecasts.

Intelligence gathering and investigation of service issues to advise on financial risk and options for decision making with direction from senior finance staff.

Provide costing and financial analysis for service development and business cases with direction from senior finance staff.

Supervision of junior BDU/ support services management accounts staff.

Leadership role within the finance team; able to contribute to a multi-disciplinary team using matrix working to deliver the BDU/ directorate objectives.

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.

We are aware that an increasing number of applicants are using AI technology to generate responses on NHS Job application forms.Over reliance on AI-generated content in application forms is strongly discouraged and we will conduct a thorough screening process before selecting candidates to progress to the next stage. If you are using AI to enhance your application, please disclose this in your NHS Jobs application form.

Person Specification

Special Knowledge & Skills

Essential

  • Good understanding of operation of financial ledger.
  • Good understanding of budget setting processes.
  • Able to produce clear working papers which can be understood by finance managers and budget holders.
  • Undertake complex or technical analysis to support reporting or specific project work.
  • Good understanding of financial processes and able to design and implement improvements.
  • Understanding of external reporting and accounting policies in relation to production of Annual Accounts.
  • Able to develop good working relationships with budget holders and their teams co ordinate the provision of reliable , relevant accurate and timely information.

Desirable

  • Evidence of advanced excel skills.
  • Customer service training.
  • Understanding of Foundation Trust regime.

Disposition And Abi

Essential

  • Ability to travel around the wider Trust.

Desirable

  • Car owner / driver.

Qualifications

Essential

  • AAT equivalent experience.
  • Substantial experience in management accounts.

Desirable

  • AAT qualification.
  • Evidence of personal development.
  • Studying for accountancy CCAB qualification.

Experience

Essential

  • Track record of day to day management of wide portfolio of budgets including :
  • Co-ordinating and undertaking detailed workings on budget setting.
  • Co-ordinating and producing monthly management reports.
  • Analysis and investigation of more complex variances.
  • Calculate year end forecasts on pay and non pay budgets.
  • Intelligence gathering to support senior staff in analysis and decision making.
  • Ability to problem solve analyse issues and develop options for a solution.
  • Undertake project or business case costing with some supervision.
  • Provide support to budget managers and non finance staff.
  • Track record of supervision of staff.
  • Delegation of work within small team and management of delivery to deadlines.
  • Provide technical support to project work internal and external to finance.

Desirable

  • NHS Experience.
  • Foundation Trust experience.
  • Using Agresso system.
  • Experience of presentation to finance and no-finance audience.
  • Experience of service line reporting.

Personal Attributes

Essential

  • Effective time management.
  • Can undertake a Leadership role in the team.
  • Good team worker.
  • Able to co ordinate effort.
  • Able to work flexibly to meet changes in priorities.
  • Can deliver to deadlines.
Person Specification

Special Knowledge & Skills

Essential

  • Good understanding of operation of financial ledger.
  • Good understanding of budget setting processes.
  • Able to produce clear working papers which can be understood by finance managers and budget holders.
  • Undertake complex or technical analysis to support reporting or specific project work.
  • Good understanding of financial processes and able to design and implement improvements.
  • Understanding of external reporting and accounting policies in relation to production of Annual Accounts.
  • Able to develop good working relationships with budget holders and their teams co ordinate the provision of reliable , relevant accurate and timely information.

Desirable

  • Evidence of advanced excel skills.
  • Customer service training.
  • Understanding of Foundation Trust regime.

Disposition And Abi

Essential

  • Ability to travel around the wider Trust.

Desirable

  • Car owner / driver.

Qualifications

Essential

  • AAT equivalent experience.
  • Substantial experience in management accounts.

Desirable

  • AAT qualification.
  • Evidence of personal development.
  • Studying for accountancy CCAB qualification.

Experience

Essential

  • Track record of day to day management of wide portfolio of budgets including :
  • Co-ordinating and undertaking detailed workings on budget setting.
  • Co-ordinating and producing monthly management reports.
  • Analysis and investigation of more complex variances.
  • Calculate year end forecasts on pay and non pay budgets.
  • Intelligence gathering to support senior staff in analysis and decision making.
  • Ability to problem solve analyse issues and develop options for a solution.
  • Undertake project or business case costing with some supervision.
  • Provide support to budget managers and non finance staff.
  • Track record of supervision of staff.
  • Delegation of work within small team and management of delivery to deadlines.
  • Provide technical support to project work internal and external to finance.

Desirable

  • NHS Experience.
  • Foundation Trust experience.
  • Using Agresso system.
  • Experience of presentation to finance and no-finance audience.
  • Experience of service line reporting.

Personal Attributes

Essential

  • Effective time management.
  • Can undertake a Leadership role in the team.
  • Good team worker.
  • Able to co ordinate effort.
  • Able to work flexibly to meet changes in priorities.
  • Can deliver to deadlines.

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.

Employer details

Employer name

South West Yorkshire Partnership NHS Trust

Address

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Employer's website

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


Employer details

Employer name

South West Yorkshire Partnership NHS Trust

Address

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Employer's website

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


Employer contact details

For questions about the job, contact:

Charlotte Durham

Charlotte.Durham@swyt.nhs.uk

01924316000

Details

Date posted

10 July 2025

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £36,483 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9378-QA01369

Job locations

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Supporting documents

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