Job vacancy: Trainee Management Accountant, North Tees and Hartlepool NHS Foundation Trust, Stockton-on-Tees

Job summary

Main area: Financial Management
Grade: NHS AfC: Band 3
Contract: Permanent
Hours: 37.5 hours per week (Full Time 37.5 hours per week)
Job ref: 345-FIN7027542

Employer: North Tees and Hartlepool NHS Foundation Trust
Employer type: NHS
Site: University Hospital of North Tees
Town: Stockton-on-Tees
Salary: £24,625 - £25,674 per annum
Salary period: Yearly
Closing: 15/06/2025 23:59

Trainee Management Accountant

NHS AfC: Band 3

At North Tees & Hartlepool NHS Foundation Trust, our main priority is, and always will be, providing safe and high quality care to our patients every day; the kind of care we would want for ourselves and our loved ones.

If you share our passion then apply for this opportunity and help us make our patients’ experience the best it can possibly be.

North Tees and Hartlepool NHS Foundation Trust provides hospital-based services to the population of Hartlepool, Stockton on Tees and parts of East Durham and Sedgefield as well as community, therapeutic and screening to a wider population across Durham and Teesside.

Detailed job description and main responsibilities

To prepare & distribute monthly directorates financial reports with the support of the management accountant.
To input into the Oracle Financial Management System (I.e. Journals, budgets and data from feeder systems (Payroll/Stock/Debtors/Creditors)
To assist in providing information and support to allow identification and interpretation of variances from budget. Assisting the provision of monthly commentaries on the key financial issues for the management accountant to ensure any trends are identified
Assists the Deputy FBP / Management Accountant in the preparation of annual budgets, ensuring that budgets reflect service requirements.
Helps ensure all Income is accurately identified and invoices are raised in a timely manner.
Liaise with Financial Services to ensure all income and expenditure is correctly coded.
Maintaining the control and accuracy of budgets as directed by the Deputy FBP / Management Accountant ensuring that budgetary controls are reconciled and balanced off on a monthly basis.
To prepare ad-hoc costing information as requested by budget managers under supervision.
Contribute to and support the development and improvement of financial procedures to drive efficiency and quality.
To work as part of the overall financial management department and to develop close working relationships with other financial management assistants.
To develop effective working relationships, and under supervision, provide advice and answer financial queries for key personal at various levels of seniority working within the
Assist in the production of working papers where required to the Trust’s statutory annual
To ensure that departmental standards and agreed deadlines are met. To deputise for the Management Accountant as required.
To perform any other duties as may be delegated from time to time.

Person specification

Qualifications

Essential criteria

AAT Part- Qualified and minimum of 2 years’ experience in financial management.

Desirable criteria

AAT Qualified
NHS experience

Skills

Essential criteria

Good computer skills with experience of Microsoft office particularly MS Excel. Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end. Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner. Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines. Must have excellent prioritisation and organisational skills. Must possess good analytical skills Must have excellent verbal and written communication skills. Ability to raise invoices, record and monitor income and understand aged debt and follow up actions required. Knowledge of calculating and analysing budget statements and variances.
Ability to input into and interrogate the finance general ledger to obtain standard and ad hoc reports, provide working papers and audit trails and understand documentation for month end.
Ability to provide and receive complex financial information to/from financial and non-financial staff orally, in writing or electronically in a professional manner
Ability to work under pressure and flexibly to deal with changing priorities and tight deadlines
Must have excellent prioritisation and organisational skills.

Desirable criteria

Knowledge of Desktop Discoverer and oracle 11i
Knowledge of Standing Financial Instructions, standing orders and schemes of delegation.
Knowledge of Payment by results
Knowledge of calculating and processing tax, NI, superannuation and VAT.
Knowledge of the management, monitoring and reporting of service agreements.

Please be aware: Once sufficient applications have been received this vacancy may close early.

Disclosure and Barring Checks (DBS)

It is the policy of North Tees and Hartlepool NHS Foundation Trust, that all successful candidates who are new to the Trust who require DBS clearance for the post they have been offered, are required to pay the cost for their DBS certificate. The method of payment for this is via salary deduction from your first month's pay on commencement with the Trust. The DBs check will be undertaken during the pre-employment check screening.

Qualifications
Please note the essential qualifications required for the post are outlined within the Person Specification. You are required to provide original evidence of the necessary qualifications for the post at interview should you be shortlisted. You will also be required to provide original copies as part of the pre-employment check screening.

New Starters – Probationary Period

For any new employees commencing employment with North Tees and Hartlepool NHS Foundation Trust, you will be subject to satisfactory completion of a 6 month probationary period. Please note that internal applications and individuals that are appointed to fixed term appointments of less than 6 months duration are exempt from the probationary period (unless you are an internal applicant currently part way through a probationary period or a bank member of staff).

Employment References

As part of our pre-employment screening process, all applicants are required to provide references covering their last three years employment history including any gaps. Applicants are requested to ensure e-mail addresses for all referees are included on their application form. Personal references are not acceptable.

Working Hours

If the hours advertised for the post are up to full time (37.5 hours per week), applications are still welcomed from individuals who may be seeking to work less than full-time hours and all requests will be considered in line with the post being appointed to for the successful applicant.

Equality, Diversity and Inclusion

The details in the Monitoring Information section of your application will be used for monitoring our recruitment process and will not be seen by the interview panel. The information you give will be treated in the strictest confidence. To meet its commitment to promoting equality of opportunity, the Trust’s policy is that individuals will be recruited, trained and promoted according to ability and job requirements only. As such we welcome your application irrespective of your gender, race, disability, colour, ethnic or national origin, and nationality, and marital status, responsibility for dependants, religion, trade union activity and age.

Right to Work in the UK

The Trust welcomes applications from all candidates who meet the criteria for the role. Please note that from January 2021, to work in the UK all candidates who are not UK or Republic of Ireland (RoI) nationals require sponsorship unless they have permission to work via another route. Non UK/RoI candidates wishing to apply can self-assess the likelihood of obtaining a Certificate of Sponsorship here: Work in the UK - GOV.UK (www.gov.uk)

Please provide full and accurate details of your current immigration status on the application form. Your current immigration status will not be considered as part of the shortlisting or interview process.

Please note that not everyone needs a ‘Skilled Worker’ visa. If you are applying for health or adult social care, you may be eligible to apply for the Health and Care Worker visa instead.

We are able to offer sponsorship for a Health and Care Worker or Skilled Worker visa, subject to candidate and position eligibility. Please review the job eligibility guidance for skilled workers here:Skilled Worker visa: Your job - GOV.UK (www.gov.uk)

and for the Health and Care Worker visa here: Skilled Worker visa: eligible healthcare and education jobs - GOV.UK (www.gov.uk)

Please note: if the job you are applying for does not meet the eligibility criteria above, we will be unable to offer you sponsorship and you will need to explore whether you may be eligible to apply for an alternative immigration route which will secure your right to work in the UK before you apply. If you are in the UK already on a visa, please ensure you have no restrictions that would prevent you from taking this post.

Disability

The Trust gives full and fair consideration to applications for employment received from disabled people. We are a “Positive about Disabled People” employer, and we hold the ‘two ticks’ Disability Symbol, which is a recognition given by Jobcentre Plus to employers who have agreed to meet five commitments regarding the recruitment, employment, retention and career development of disabled people. If you have a disability, which makes it difficult for you to complete our application form, please do not hesitate to contact the recruitment team on 01642 383200.

Armed Forces Covenant

As a supporter of the Armed Forces and an employer of Reservists, North Tees and Hartlepool NHS Foundation Trust are proud to be a signatory of the Armed Forces Covenant, which is a promise by the nation to ensure that those who serve or who have served in the UK Armed Forces (and their families) are treated fairly.

We recognise that reservists and veterans bring a variety of transferable skills and qualities to our workplace, developed through their military careers. Our commitment to supporting the Armed Forces Community has been recognised through the Armed Forces Covenant as a Silver Employer.

Further Important Information

Please check your email on a regular basis for updates on your application. If you are shortlisted for interview, you will be invited to email via this method.

Please ensure you read the ‘Guidance Notes for Applicants’ document attached to this advert before completing and submitting your application.