An exciting new opportunity has arisen for a Senior Reporting Accountant. The post holder will be responsible for internal and external reporting requirements, working closely with senior managers and the wider finance and systems teams.

The successful candidate will be responsible for delivering accurate, useful and timely internal and external reports and information requests and will help to drive improvements to our existing reporting systems.

Main duties of the job

The areas of responsibility include:

Leading the month end management accounts process

Production of month end Board reports - including CIP and Agency Reporting

Leading on the management account input to external reports (including NHSE/System reporting)

Overseeing FOI requests

Leading on the Agreement of Balances expenditure exercise

About us

About Devon Partnership Trust

We provide mental health, learning disability and neurodiversity services, as well as a range of specialist & secure services for the wider south west region & nationally. We are passionate about promoting good mental health & wellbeing. We strive to use the expertise & resources within our organisation, and through our partnerships, to deliver high quality services that are safe & focused on people's recovery.

We are committed to developing a culture of coproduction, involving patients, families & carers in everything we do

Our values

We not only recruit based on qualifications & experience - we recruit individuals who possess & demonstrate the behaviours which underpin our Trusts core values. These include such attributes as showing a commitment to quality of care, improving lives of others, giving respect, dignity & compassion. We can bring those values to life in our everyday tasks by giving a smile making time for people challenging ourselves & others, & being open to new ideas.

We are committed to being an inclusive employer & applications are encouraged & welcomed from all sections of the community, regardless of any protected characteristics as governed by the Equality Act 2010. Part time & flexible working applications will be considered & supported, where possible. We particularly encourage applicants with lived experience of mental health conditions, neurodiversity or learning disabilities. We are a Disability Confident Leader.

Job description

Job responsibilities

Job Purpose

• Working directly with Senior Managers across the Trust and externally, to report and advise on highly complex issues.
• Provide the financial lead on the development of both internal and external financial reporting, ensuring robust systems are in place to ensure delivery of timely, useful and accurate information
• Areas of responsibility to include: Overseeing FOI requests, leading on the Agreement of Balances exercise, Month end lead and production of reports (including I& E information reported externally), CIP and Agency Reporting
• Responsible for the analysis, finalisation and presentation of the budget performance for all areas, enabling Senior Managers to develop robust and timely mitigation plans to ensure financial balance.
• Ensure, as appropriate, the Trusts Statutory Accounts and relevant returns are accurate and meet financial timescales and legal requirements, interpreting these where necessary.
• Responsible for the overall financial reporting of Directorate and corporate areas, both of which may change in line with business needs in the future.
• Provide corporate reports and strategic and business planning advice to the Trust.
• To meet regularly with any designated Management Accountant support to ensure financial information is of a satisfactory standard and discuss improvements.
• Lead on the preparation and analysis of the monthly management accounts information, budget setting and year end accounts for the Trust, that is then reported to the Trust Board. This will include ensuring all relevant business investments, cost improvement plans and all other financial information have been incorporated within the budget position and a full review has been undertaken, agreeing necessary adjustments as required, before final presentation.
• To support the Head of Management Accounts, Assistant Director of Finance, the Director of Operational Finance and Executive Director of Finance as required.

Duties and Responsibilities

Communication & Relationship Skills

• The post-holder will be required to provide and receive highly complex, sensitive and contentious information relevant to financial matters.
• The post-holder will be required to advise the Head of Management Accounts/Assistant Director of Finance/Director of Operational Finance, Trust Directors and Senior Managers on financial issues and as necessary pointing them to a course of action.
• Where appropriate the post-holder will deputise for the Head of Management Accounts over the prescribed range of these duties.
• Where necessary, the post-holder will negotiate on behalf of the Trust with NHS and any other external organisations over significant cost areas.
• As appropriate, the post-holder will be required to deliver presentations and interpret complex financial matters to non-finance managers conveying financial concepts clearly and persuasively.
• The post-holder will be required to advise Trust Directors and Senior Managers on cost improvements or investment opportunities which may be sensitive and contentious in nature and where required, contribute to developing the Trusts investment and efficiencies programmes.

Analytical and Judgemental Skills

• The post-holder will be required to analyse highly complex problems relating to financial management and business case production requiring analysis, interpretation and comparison of a range of options.
• The post-holder will have multiplicity of targets/objectives and will be required to make judgements regarding allocation of finances, analyses highly complex budgets and data sets and interpret financial accounts, make judgements of financial decisions and financial risk where there is no precedent and where opinions may conflict

Planning & Organisation

• The post-holder will provide comprehensive and high level senior finance support and advice to Senior Managers, Directors, Clinical Directors, Directorate Managers, Senior Budget Holders, working with the Management Accountants to ensure consistent and quality advice is given. The role will involve making judgements on financial issues, often where an element of risk exists and there are a number of options, sometimes conflicting.
• The post-holder will be required to contribute to the Trusts financial strategy, in particular advising on service level plans to meet the overall service objective of the organisation. As appropriate attend corporate and service level performance meetings as a representative of the finance function.
• The post-holder will play a key role in linking the Commissioning function of the Trust to the overall financial position and will support and advice on highly complex issues linked to Local and National policy initiatives. Communication of these issues may involve making formal presentations to senior managers and clinicians.
• The post-holder will be required to play a lead role in overseeing the collation and finalisation of the information for the financial position for the Trust for Board sign off each month.
• The post-holder will be required to liaise with Senior Managers on a routine basis to identify possible corrective action on budgets in deficit, and will work with Senior Managers to examine methods of maintaining a balanced financial position.

Person Specification

Qualifications

Essential

• CCAB/CIMA Qualified (or equivalent) / post graduate diploma / masters, or equivalent knowledge or skill gained through experience

Desirable

• Significant experience as an NHS Accountant

Experience

Essential

• Experience of working at a senior level within a large organisation.
• Knowledge and ability to apply and advise on financial regulations and procedures.

Communication Skills

Essential

• Excellent verbal and written communication skills
• Ability to transfer knowledge to non-financial managers
• Skills in partnership working across organisations

Analytical & Judgement Skills

Essential

• Excellent organisation skills and a logical approach to problem solving
• Good analytical and decision making skills

Planning & Organising Skills

Essential

• Strong management and leadership skills
• Ability to work on own initiative and as part of a team
• Able to plan and organise other workloads

Other

Desirable

• Regular and reliable method of transport and mobility throughout the area

Employer details

Employer name

Devon Partnership NHS Trust

Address

Wonford House

Dryden Road

Exeter

Devon

EX2 5AF

Any attachments will be accessible after you click to apply.

C9369-24-0570