Job summary
The aim of the role is to support the Head of Finance to provide a full financial accounting and reporting service ensuring timely management information is produced. The role will have responsibility for ensuring all management accountant duties are fulfilled in line with timescales. This will include budget setting, forecasting and variance analysis and month end reporting. You will provide financial information, analysis and advice to budget holders and have responsibility for the management accounting for specified areas. You will closely support budget holders and therefore your ability to communicate financial performance compared to budget to colleagues from a non-financial background will be paramount. Depending on the needs of the business your role may place more emphasis on one or more of the duties above, but you will be required to have knowledge of all.
The post holder will also be responsible for revenue recognition across contracts and associated balance sheet reconciliations.
The post holder will support all divisions of the business, partnering the management team of the divisions and the Directors as needed.
The post holder will also be required to ensure systems and processes are fully documented, identifying and implementing efficiencies and enhancing financial controls. You will also work alongside the Head of Finance in developing the financial reporting system and the implementation of a new finance system.
Main duties of the job
Operational duties
Month End Reporting
oTo ensure all transaction processing is accurate, complete and timely - raising journals and accruals/prepayments/provisions as appropriate
Oversee completion of monthly management accounts in line with deadlines
Review/calculation of monthly income recognition ensuring accuracy of deferring or accruing income as necessary
Assisting team with production of monthly management accounts
Conducting balance sheet reviews and preparing balance sheet reconciliations
Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons.
Assisting the Head of Finance in producing the month end reporting pack for the Board of Directors
Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads
Assisting the Head of Finance with reporting improvements
Budgeting & Forecasting
Working with budget holders for cost centres within the post holders remit in order to produce a detailed budget on an annual basis
Working with budget holders for cost centres within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis
Maintaining a working/live P&L forecasting model for each cost centre which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis.
About us
IntraHealth
is one of the UKs leading provider of NHS Primary and Community Care services.
We serve a range of patients across our three divisions of Primary Care (general
practice), Pharmacy and Clinical Services which includes anticoagulation
monitoring, patient medication reviews and childhood immunisation programmes.
We also
provide management and clinical support to other GP practices and NHS bodies. We are a
well-established organisation having provided NHS services since the company
was founded in 1999. Our team is made up of GPs, Advanced Nurse
Practitioners (ANPs), Nurses, Pharmacists, Pharmacy Technicians, Health Care
Assistants (HCAs) and local administration teams supported by a centralised
back office function; providing finance, HR, administration and data analysis
support.
We operate
NHS services across the North East, North West and Yorkshire.
Job description
Job responsibilities
Operational duties
Month End Reporting
To ensure all transaction processing is accurate, complete and timely - raising journals and accruals/prepayments/provisions as appropriate
Oversee completion of monthly management accounts in line with deadlines
Review/calculation of monthly income recognition ensuring accuracy of deferring or accruing income as necessary
Assisting team with production of monthly management accounts
Conducting balance sheet reviews and preparing balance sheet reconciliations
Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons.
Assisting the Head of Finance in producing the month end reporting pack for the Board of Directors
Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads
Assisting the Head of Finance with reporting improvements
Budgeting & Forecasting
Working with budget holders for cost centres within the post holders remit in order to produce a detailed budget on an annual basis
Working with budget holders for cost centres within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis
Maintaining a working/live P&L forecasting model for each cost centre which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis.
Providing input into the monthly cashflow forecasting exercise for cost centres within the post holders remit
Maintaining a staff model for cost centres to ensure accurate staff cost forecasts
Maintaining Policies, Procedures and Records
Assist in maintaining a documented system of accounting policies and procedures
Drive process improvement and policy development initiatives that impact the function
Maintaining records such as customers, asset registers, chart of accounts
Relationships
Assist with requests for evidence from external auditors
Liaise with internal and external stakeholders including NHS Pension Authority and NHS Property Services
Represent IntraHealth in a manner befitting the image of the organisation
Work unsupervised when necessary whilst recognising the need to refer to others for support/guidance when required.
To work effectively as part of a team.
Communicate clearly and in a manner consistent with the individuals level of understanding.
Other duties
Assisting with the year end audit process
Support Head of Finance with finance projects specifically new finance system implementation
Finance support for tenders, including completion of models
Input in to the production of business cases and business development.
Financial modelling.
Producing ad-hoc reports and dealing with requests from the Senior Management Team & Board of Directors
Monthly review of debtor balances and recovery of aged debts.
Supporting and developing junior members of the team
BI Reporting systems maintenance and development
Job description
Job responsibilities
Operational duties
Month End Reporting
To ensure all transaction processing is accurate, complete and timely - raising journals and accruals/prepayments/provisions as appropriate
Oversee completion of monthly management accounts in line with deadlines
Review/calculation of monthly income recognition ensuring accuracy of deferring or accruing income as necessary
Assisting team with production of monthly management accounts
Conducting balance sheet reviews and preparing balance sheet reconciliations
Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons.
Assisting the Head of Finance in producing the month end reporting pack for the Board of Directors
Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads
Assisting the Head of Finance with reporting improvements
Budgeting & Forecasting
Working with budget holders for cost centres within the post holders remit in order to produce a detailed budget on an annual basis
Working with budget holders for cost centres within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis
Maintaining a working/live P&L forecasting model for each cost centre which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis.
Providing input into the monthly cashflow forecasting exercise for cost centres within the post holders remit
Maintaining a staff model for cost centres to ensure accurate staff cost forecasts
Maintaining Policies, Procedures and Records
Assist in maintaining a documented system of accounting policies and procedures
Drive process improvement and policy development initiatives that impact the function
Maintaining records such as customers, asset registers, chart of accounts
Relationships
Assist with requests for evidence from external auditors
Liaise with internal and external stakeholders including NHS Pension Authority and NHS Property Services
Represent IntraHealth in a manner befitting the image of the organisation
Work unsupervised when necessary whilst recognising the need to refer to others for support/guidance when required.
To work effectively as part of a team.
Communicate clearly and in a manner consistent with the individuals level of understanding.
Other duties
Assisting with the year end audit process
Support Head of Finance with finance projects specifically new finance system implementation
Finance support for tenders, including completion of models
Input in to the production of business cases and business development.
Financial modelling.
Producing ad-hoc reports and dealing with requests from the Senior Management Team & Board of Directors
Monthly review of debtor balances and recovery of aged debts.
Supporting and developing junior members of the team
BI Reporting systems maintenance and development
Person Specification
Attitudes / Skills / Abilities
Essential
- Flexible and proactive approach to work.
- Can do attitude.
- Team player.
- Calm and friendly personality
- High energy levels and commitment
- Approach challenges in an open, constructive, professional manner
- Ethical and honest
- Professional demeanour.
- Discreet and confidential.
- Innovative and proactive with a solution orientated approach
- Organised, methodical and disciplined
- Demonstrable ability to maintain accuracy at all times.
- Able to communicate in a professional manner both verbal and written.
- Able to manage high volume workload and respond effectively to changing priorities without direct supervision
- Develop strong working relationships with internal and external stakeholders.
- Excellent time management skills.
- Ability to maintain clear focus under pressure.
- Solid computer literacy and a high level of proficiency with Microsoft Excel and Word.
- Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions
- Logical and systematic in work processes
- Skills for manipulating information.
- Demonstrates clear problem-solving capabilities in pressurised situations.
- Good analytical ability
- Understanding of the data protection act and GDPR
Desirable
- Willingness to learn and develop
- Prepared to undertake further studies to obtain accountancy qualifications
- Skills for manipulating information.
- Computer literate with an advanced working knowledge of Microsoft Excel and Word.
- Supervising another staff member.
- Ability to provide training, performance coaching and feedback to staff.
- Understanding of patient confidentiality, consent, clinical governance, information governance and Caldicott requirements
Experience
Essential
- Knowledge of IT applications particularly Microsoft Office packages
- Experience of management accounts and budget preparation
- Knowledge of Accounting Standards
- Experience of costing/pricing, variance analysis, financial reporting and forecasting.
- Evidence of sound communication skills with non-financial managers on financial issues
- Experience of Business Partnering Divisional Leads.
- Balance sheet reconciliations completion and/or review.
- Experience of presenting information in numerous formats.
- Experience of financial modelling.
- Experience of day-to-day interaction with Budget holders
- Experience of working within a finance team within a busy office environment.
Desirable
- Experience of working with finance systems, Microsoft Dynamics Navision in particular and BI reporting.
- Basic knowledge of the NHS and its current financial regime
- Staff coaching experience
- Draft report writing
- Improving and documenting procedures.
- System implementation/improvements
- Experience of calculating contract tenders and bids
Qualifications
Essential
- 5 GCSEs at Grade A to C or equivalent including Maths
- Qualified accountant/Part qualified - ACCA, CIMA or equivalent accountancy qualification
Skills and Abilities
Essential
- Demonstrable ability to maintain accuracy at all times.
- Able to communicate in a professional manner both verbal and written.
- Demonstrate a can-do attitude
- Able to manage high volume workload and respond effectively to changing priorities without direct supervision
- Develop strong working relationships with internal and external stakeholders.
- Excellent time management skills.
- Ability to maintain clear focus under pressure.
- Solid computer literacy and a high level of proficiency with Microsoft Excel and Word.
- Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions
- Logical and systematic in work processes
- Skills for manipulating information.
- Demonstrates clear problem-solving capabilities in pressurised situations.
- Good analytical ability
Desirable
- Skills for manipulating information.
- Computer literate with an advanced working knowledge of Microsoft Excel and Word.
- Supervising another staff member.
- Ability to provide training, performance coaching and feedback to staff.
Person Specification
Attitudes / Skills / Abilities
Essential
- Flexible and proactive approach to work.
- Can do attitude.
- Team player.
- Calm and friendly personality
- High energy levels and commitment
- Approach challenges in an open, constructive, professional manner
- Ethical and honest
- Professional demeanour.
- Discreet and confidential.
- Innovative and proactive with a solution orientated approach
- Organised, methodical and disciplined
- Demonstrable ability to maintain accuracy at all times.
- Able to communicate in a professional manner both verbal and written.
- Able to manage high volume workload and respond effectively to changing priorities without direct supervision
- Develop strong working relationships with internal and external stakeholders.
- Excellent time management skills.
- Ability to maintain clear focus under pressure.
- Solid computer literacy and a high level of proficiency with Microsoft Excel and Word.
- Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions
- Logical and systematic in work processes
- Skills for manipulating information.
- Demonstrates clear problem-solving capabilities in pressurised situations.
- Good analytical ability
- Understanding of the data protection act and GDPR
Desirable
- Willingness to learn and develop
- Prepared to undertake further studies to obtain accountancy qualifications
- Skills for manipulating information.
- Computer literate with an advanced working knowledge of Microsoft Excel and Word.
- Supervising another staff member.
- Ability to provide training, performance coaching and feedback to staff.
- Understanding of patient confidentiality, consent, clinical governance, information governance and Caldicott requirements
Experience
Essential
- Knowledge of IT applications particularly Microsoft Office packages
- Experience of management accounts and budget preparation
- Knowledge of Accounting Standards
- Experience of costing/pricing, variance analysis, financial reporting and forecasting.
- Evidence of sound communication skills with non-financial managers on financial issues
- Experience of Business Partnering Divisional Leads.
- Balance sheet reconciliations completion and/or review.
- Experience of presenting information in numerous formats.
- Experience of financial modelling.
- Experience of day-to-day interaction with Budget holders
- Experience of working within a finance team within a busy office environment.
Desirable
- Experience of working with finance systems, Microsoft Dynamics Navision in particular and BI reporting.
- Basic knowledge of the NHS and its current financial regime
- Staff coaching experience
- Draft report writing
- Improving and documenting procedures.
- System implementation/improvements
- Experience of calculating contract tenders and bids
Qualifications
Essential
- 5 GCSEs at Grade A to C or equivalent including Maths
- Qualified accountant/Part qualified - ACCA, CIMA or equivalent accountancy qualification
Skills and Abilities
Essential
- Demonstrable ability to maintain accuracy at all times.
- Able to communicate in a professional manner both verbal and written.
- Demonstrate a can-do attitude
- Able to manage high volume workload and respond effectively to changing priorities without direct supervision
- Develop strong working relationships with internal and external stakeholders.
- Excellent time management skills.
- Ability to maintain clear focus under pressure.
- Solid computer literacy and a high level of proficiency with Microsoft Excel and Word.
- Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions
- Logical and systematic in work processes
- Skills for manipulating information.
- Demonstrates clear problem-solving capabilities in pressurised situations.
- Good analytical ability
Desirable
- Skills for manipulating information.
- Computer literate with an advanced working knowledge of Microsoft Excel and Word.
- Supervising another staff member.
- Ability to provide training, performance coaching and feedback to staff.
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.
