Job summary
Our Trust is one of only a few nationally Towards Excellence accredited Level 3 Finance Departments, with an excellent track record of supporting apprentices though their career.
This is an exciting opportunity for an ambitious individual looking to develop and progress their career in NHS Finance and to join one of the most progressive, forward thinking and award winning NHS Finance Departments in the North West.
The Finance Apprentice will be supported and mentored on a day to day basis by throughout their apprenticeship and will be offered one day study support throughout their apprenticeship.
The successful candidate will be providing support to the Financial Advice & Financial Service teams; working closely with the all levels of staff to provide assistance and support as required throughout the month.
You will need to be able to communicate effectively on a day to day basis. You must be enthusiastic, motivated and be able to work well under pressure. Within the role, you will always be part of a team so you must be adaptable, flexible and demonstrate effective learning when working within this team.
You must have a good working knowledge of Microsoft Office with particular emphasis on Microsoft Excel. Functions frequently used are Lookup's, Pivots, SUMIF's etc.
Main duties of the job
The post holder will provide financial support to the Financial Advice & Services teams; working closely with all levels of staff to provide assistance and support as required throughout the month. On the job training and development will be given to embed the successful applicant into our award winning team.
The post holder will gain experience in this role as in the detailed duties outlined below.
About us
We have 10000 fantastic people working hard to deliver quality services to our patients. Whatever your role, you help look after 370,000 people in our local area & give specialist care to 1.5 million people across Lancashire & Cumbria.
Working with us gives you the knowledge and sense of pride that every activity you do genuinely does make a difference to support our patients & staff, ensuring we keep thriving & delivering outstanding healthcare right across our local towns.
You'll have access to varied development opportunities, learn new skills, meet fab people & do things you'd never have done. You'll learn about working in a hospital, interacting with people from all different roles to build skills & enhance your career path.
You'll make an impact, be challenged to think differently, be bold & help innovate to keep improving things. Everything we do centres around patient care and enhancing their experience which means your role is pivotal and something really to be proud of.
Job description
Job responsibilities
Financial Services
- Working within the following teams, tasks as appropriate:
- Accounts Receivable - dealing with bringing income into the Trust via our billing out to customers for general services, pharmacy, overseas visitors and private patients just to name a few.
- Accounts Payable - dealing with invoices received by the Trust, query resolution and statement reconciliations. Also reviewing payments out including payment runs of various types, manual payments and other payments of this nature.
- Technical Team - looking at Trust cash flow and control accounts to learning about management of the balance sheet.
Financial Management
- Ensure that monthly reports of the budgetary position are issued to budget holders by the deadline set.
- Maintain budgets & control accounts each month, clearly identifying recurrent and non-recurrent changes in accordance with agreed timetable.
- Review budgetary information.
- Assist with the monitoring of performance against budget during the year, identify and analyse variances and / or discrepancies.
Discuss budgetary issues with Financial Advisors
Information Collection and Analysis
- Inputs data into relevant spreadsheets
- Provide detailed ad hoc reports and analysis as requested by finance and non-finance colleagues
Information processing
- Organising incoming and outgoing post, referring enquiries to appropriate person if necessary
- Filing of reports and statements
- Ensure that all budgetary information is accurately entered into the General Ledger system
Communication
- Establish and maintain effective working relationships with other individuals within the Directorate, other officers of the Trust, colleagues from the NHS and officers from other agencies to deliver a quality service focused on achieving a high level of customer satisfaction
- Be a point of contact for enquiries as appropriate, referring where necessary to more senior staff.
Job description
Job responsibilities
Financial Services
- Working within the following teams, tasks as appropriate:
- Accounts Receivable - dealing with bringing income into the Trust via our billing out to customers for general services, pharmacy, overseas visitors and private patients just to name a few.
- Accounts Payable - dealing with invoices received by the Trust, query resolution and statement reconciliations. Also reviewing payments out including payment runs of various types, manual payments and other payments of this nature.
- Technical Team - looking at Trust cash flow and control accounts to learning about management of the balance sheet.
Financial Management
- Ensure that monthly reports of the budgetary position are issued to budget holders by the deadline set.
- Maintain budgets & control accounts each month, clearly identifying recurrent and non-recurrent changes in accordance with agreed timetable.
- Review budgetary information.
- Assist with the monitoring of performance against budget during the year, identify and analyse variances and / or discrepancies.
Discuss budgetary issues with Financial Advisors
Information Collection and Analysis
- Inputs data into relevant spreadsheets
- Provide detailed ad hoc reports and analysis as requested by finance and non-finance colleagues
Information processing
- Organising incoming and outgoing post, referring enquiries to appropriate person if necessary
- Filing of reports and statements
- Ensure that all budgetary information is accurately entered into the General Ledger system
Communication
- Establish and maintain effective working relationships with other individuals within the Directorate, other officers of the Trust, colleagues from the NHS and officers from other agencies to deliver a quality service focused on achieving a high level of customer satisfaction
- Be a point of contact for enquiries as appropriate, referring where necessary to more senior staff.
Person Specification
Qualifications and Education
Essential
- Good numeracy and literacy skills 5 GCSE passes, including Maths and English
- Committed to studying for AAT or other accountancy qualification
Desirable
- Commenced study for AAT or other accountancy qualification
Knowledge and Experience
Essential
- Aware of the concept and application of confidentiality
Desirable
- Previous experience of working in a healthcare or related setting
- Previous work experience
Person Specification
Qualifications and Education
Essential
- Good numeracy and literacy skills 5 GCSE passes, including Maths and English
- Committed to studying for AAT or other accountancy qualification
Desirable
- Commenced study for AAT or other accountancy qualification
Knowledge and Experience
Essential
- Aware of the concept and application of confidentiality
Desirable
- Previous experience of working in a healthcare or related setting
- Previous work experience
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.
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.
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).
