Job summary
Employer heading
Assistant Financial Accountant- Charitable Funds
NHS AfC: Band 4
Job overview
Band 4 Assistant Financial Accountant- Charitable Funds 24 hours per week
The Financial Reporting team are seeking to recruit an individual who is highly motivated with experience of working in Finance.
The post holder will provide support to fund holders and donors by ensuring good quality of service. They will also be responsible for maintaining the North Cumbria Hospital Charity systems in accordance with the Charities Commission Regulations.
Main duties of the job
The post holder duties will include:
- Prepare the monthly charitable fund reconciliations.
- Assist in the production of reports for the Charitable Funds Committee.
- Assist with the development of charitable fund statements
- Monitor income from legacies, gift for giving (tax incentives) and fundraising initiatives to ensure that the Trust’s interests are maintained.
- Acknowledge donations received on behalf of the Charity as required.
- Act as the point of contact for solicitors who contact the Trust with respect to disbursing legacies due to the Charity.
- Provide specialist financial advice in relation to charitable funds to charitable fund holders and other interested parties.
Other duties are outline in the Job Description.
Working for our organisation
At NCIC, we have an ambition to deliver outstanding hospital and health services to half a million people. Established on 1st October 2019, the Trust is creating a centre of excellence in providing rural and remote healthcare and provides a wide range of community and acute services throughout north Cumbria and beyond. We’re responsible for delivering over 70 services across 15 main locations and we employ more than 6,500 members of staff.
Our 5 key principles demonstrate our belief in the delivery of ‘safe, high quality care every time’.
- Being a clinically led organisation
- Quality and safety at the heart
- A positive patient experience every time
- A great place to work
- Managing our money well
As an organisation we are serious about supporting a diverse workforce that reflects our local community and are very much focused on being an inclusive and compassionate place to work.
Across the North East and North Cumbria we are working together to deliver our ambition to be the greenest region in England by 2030. There is an expectation for all staff to support this by familiarising yourself with the Trust’s sustainability initiatives such as waste and recycling, going paperless, videoconferencing, sustainable transport and others.
We encourage you to think about what you can do as an individual and within your team to contribute in to embedding carbon reduction into the everyday running of our organisation.
Detailed job description and main responsibilities
Please see attached job description and person specification for further information regarding the role and the essential and desirable criteria required to be met by applicants.
Please note, due to changes implemented by the Government to the UK immigration policy, individuals who require a Health and Care Visa or a Skilled Worker Visa may no longer be eligible for sponsorship where the UKVI salary threshold is not met or if the occupation is not included in the updated Immigration Salary List (ISL). Applicants must check their eligibility to be employed in any role they are interested in applying for, prior to completing an application for employment. Any applicants who do not meet the eligibility criteria will not be progressed.
If you are applying under the Disability Confident Scheme or Armed Forces Covenant and you meet all the essential criteria for a post, you will be guaranteed an interview.
Relocation assistance may be available for successful applicants moving to the region for certain posts. Please see our Policy for eligible vacancies.
· Please ensure that you document evidence of meeting all the essential criteria in the supporting information.
· If sufficient response is received this post could be closed earlier than the specified closing date, please apply as soon as possible to ensure that your application is considered.
Important Information
Candidates who have been successfully shortlisted for interview will be asked via an email notification to log on to their Trac account to select an interview time. This will usually be within 2 weeks of the closing date.
For candidates applying using a Hotmail account or have strict firewall settings please ensure the following:
- Junk Mail is checked regularly
Disclosure and Barring Service:
On 28 November 2020, the new Disclosure and Barring Service filtering rules will come into effect.
The changes mean that:
- youth cautions, reprimands and final warnings will no longer be subject to automatic disclosure
- the multiple conviction rule has been removed, meaning that if an individual has more than one conviction, regardless of offence type or time passed, each conviction will be considered against the remaining rules individually, rather than being automatically disclosed.
If you are unsure about whether you need to disclose certain criminal record information, free confidential advice may be sought from one of the charity bodies listed below. These bodies can advise you on what you are legally required to declare and may also be able to advise you on how you can disclose criminal record information to a prospective employer and your legal rights when doing so.
Nacro – Tel: 0300 123 1999, or email: [email protected]
Unlock – Tel: 01634 247350, email [email protected] or complete the online form on the Unlock website
The Trust is committed to safeguarding adults and children therefore if the post is subject to the Rehabilitation of Offenders Act (ROA) 1974 (Exceptions) Order 1975 (as amended) the successful candidate(s) will be subject to a criminal records check with the Disclosure and Barring Service (DBS). The cost of the DBS must be met by the successful candidate(s) through salary deduction. DBS charges are as follows if applicable to the post:
Standard Check: £18 + Administration cost of £3.85 = £21.85. Deducted at £6.85 from 1st month salary and £5 deducted from salary over following 3 months.
Enhanced Check: £38 + administration cost of £3.90 = £41.90. Deducted at £11.90 from 1st month salary and £10 deducted from salary over following 3 months.
As part of the one of the largest employers in the UK NCIC future employees will have also access to the following benefits.
A lease car may be available for this position; further details will be provided upon appointment if applicable.
27-day holiday scheme rising to 33 after 10 years
Flexible working Scheme
Excellent opportunities for development
Competitive NHS Pension scheme
Access to NHS discounts with retailers and leisure companies
EAP (Employee Assistance Programme) a free, confidential counselling and information service to assist with personal or work-related problems
These schemes are subject to availability
Person specification
Personal Circumstances
Essential criteria
- Act in a diplomatic and professional manner at all times.
Other requirements
Essential criteria
- Ability to travel throughout Cumbria and occasionally out of area.
- Act in ways that support equality and value diversity.
Experience
Essential criteria
- Relevant Financial Accounting experience
- Undertaking Financial analysis
- Providing written and numeric reports
- Working effectively in a team and on own initiative.
- Providing information to external sources.
- Working with finance computer systems, ledgers and coding structures
Desirable criteria
- Experiences of NHS Finance
Qualifications
Essential criteria
- Good general education including Maths and English at GCSE level or equivalent.
- AAT Technician level or equivalent qualification or demonstrable experience of successfully performing a substantially similar role.
Desirable criteria
- Actively studying towards CCAB/CIMA qualification.
knowledge
Essential criteria
- Developed knowledge of financial accounting in a healthcare/commercial environment
- Computerised ledger systems. Good knowledge of Microsoft Office
- Detailed knowledge of accounting concepts, e.g. accruals, prepayments, debtors and creditors.
- Knowledge of accounting statements, eg SOCI, SOFP, SOCF, SOCIE.
- Understanding of internal financial control systems.
- Knowledge of technical accounting issues, e.g. VAT.
Desirable criteria
- NHS financial regime.
Skills & Aptitudes
Essential criteria
- Self motivated, proactive and flexible.
- Ability to use initiative appropriately.
- Ability to work accurately to deadlines and under pressure, and prioritise workloads.
- Ability to frequently switch between tasks as priorities and deadlines change.
- Excellent time management skills.
- Highly numerate and accurate
- Ability to concentrate for long periods of time on data input and analytical tasks.
- Advanced IT and spreadsheet skills, with ability to create and maintain spreadsheets to reconcile, analyse and manipulate large volumes of data.
- Ability to analyse, manipulate and present financial information using a range of analytical and IT skills
- Ability to identify and resolve errors and discrepancies.
- Ability to work with non finance staff.
- Good communication skills in order to explain financial issues and procedures and to convey financial information to both a finance and non-finance audience.
Desirable criteria
- Advanced Excel skills
Documents to download
Further details / informal visits contact
- Name
- Lesie Berti
- Job title
- Head of Financial Reporting
- Email address
- [email protected]
- Telephone number
- 01228 936320
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