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Job summary

Main area
Finance
Grade
A
Contract
Permanent
Hours
Full time - 37.5 hours per week
Job ref
203-SWFTCS265
Employer
SWFT Clinical Services Ltd
Employer type
NHS
Site
Warwick Hospital
Town
Warwick
Salary
£35,234.30 per annum
Salary period
Yearly
Closing
30/07/2026 23:59

Employer heading

SWFT Clinical Services Ltd logo

Management Accountant

A

Job overview

We’re looking for a motivated and proactive Management Accountant to join our finance team. This is an exciting opportunity to play a key role in delivering accurate financial reporting, budgeting and forecasting, while partnering with operational managers to provide meaningful financial insight and support decision-making

Main duties of the job

To provide a comprehensive management accounting service to a designated portfolio of services, delivering accurate and timely financial information, budget monitoring, forecasting, and financial advice. The post holder will work independently to produce monthly financial reports, support budget holders in the management of their budgets, and contribute to the delivery of the organisation's financial objectives

Working for our organisation

SWFT Clinical Services is a wholly owned subsidiary of the South Warwickshire University NHS Foundation Trust (SWFT). The company provides a number of services such as outpatient pharmacy facilities at Warwick, Stratford upon Avon, George Eliot, University Hospital of Coventry and Warwickshire and St Cross (Rugby) hospitals; estates and facilities management at Warwick, Stratford upon Avon and Ellen Badger hospitals, Acorn House and Lillington Health Hub; private patient service and consultancy services to NHS Trusts. 

Subject to the Company and individual’s performance, an annual discretionary bonus will be awarded. 

There is automatic enrolment to the Company pension scheme, with the Company contributing 5%. 

A benefits package is available to the appointed candidate upon successful completion of the six month probationary period. This gives access to benefits such as a car lease scheme; Home & Electronics scheme; discounted leisure and travel; retail discounts and a cycle to work scheme.

There is also access to a 24/7, 365 days a year Employee Assistance Programme to support colleagues who may be facing some tough times or they need extra support with their mental well-being.

Detailed job description and main responsibilities

Financial Management

Produce accurate and timely monthly management accounts for an allocated portfolio.

Monitor budgets and investigate significant variances, providing clear commentary and recommendations.

Prepare monthly forecasts and contribute to the annual budgeting and financial planning processes.

Ensure financial information is accurate, robust, and delivered within agreed timescales.

Prepare and post journals, including accruals, prepayments, and budget adjustments.

Business Partnering

Act as the first point of contact for budget holders within the allocated portfolio.

Provide professional financial advice and challenge to support operational and strategic decision-making.

Attend divisional and budget review meetings, presenting financial information in a clear and meaningful way.

Support managers in identifying financial risks, opportunities, and efficiency savings.

Financial Control

Complete monthly balance sheet reconciliations and resolve outstanding items promptly.

Ensure compliance with Standing Financial Instructions, financial policies, and accounting standards.

Maintain effective financial controls and accurate audit trails.

Financial Analysis

Analyse financial performance and identify trends, risks, and opportunities.

Support the preparation of business cases, investment appraisals, and costings

Produce ad hoc financial reports and analysis to support operational requirements.

Service Improvement

Identify opportunities to improve financial processes and reporting.

Contribute to the development of reporting tools and standardisation of financial processes.

Support the implementation of new financial systems and process improvements where required.

General

Build effective working relationships with Finance colleagues and operational managers.

Provide cover for other Management Accountants as required.

Undertake any other duties appropriate to the grade of the post.

Person specification

Qualifications

Essential criteria
  • AAT qualified or part-qualified CCAB/CIMA accountant, or equivalent relevant experience.

Experience

Essential criteria
  • Significant experience in a management accounting role.
  • Experience of budget monitoring, forecasting, and financial reporting.
  • Experience of advising managers on financial performance.

Skills

Essential criteria
  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.

Personal Qualities

Essential criteria
  • Ability to manage a varied workload independently and meet competing deadlines.

Other

Desirable criteria
  • Experience within the NHS or wider public sector.
  • Knowledge of NHS financial governance and budgeting processes.
  • Experience using integrated financial ledger systems.

Employer certification / accreditation badges

Documents to download

Apply online now

Further details / informal visits contact

Name
Lauren Tandy
Job title
Finance Manager
Email address
[email protected]
Telephone number
07903084013
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