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Detailed job description and main responsibilities

Detailed job description and main responsibilities

1. Contribute to the overall day to day performance of the Finance Team.

2. Ensure financial information is processed in a timely manner and in accordance with procedures and relevant reporting targets.

3. Analyse, investigate and resolve financial discrepancies and respond to routine queries from staff, customers and suppliers providing assistance & advice as required.

4. Propose changes to working practices and procedures within the Finance Team.

5. Maintain patient and service user financial information and transactions.

6. Responsible for the completion of monthly control account reconciliations and timely resolution of any balances.

7. Support responses to audit queries and other monitoring requests.

8. Process information in the preparation, distribution and maintenance of monthly reports.

9. To assist with finance information as required.

10. Conduct variance analysis information and queries.

11. Input adjustments to the general ledger.

12. Assist in the production of working papers.

13. Organise and prioritise own workload to meet deadlines.

14. Contribute to the continued development of the service offered by the Finance Team.

15. Deliver training on a range of subjects related to the Finance Team for a wide range of staff groups.

16. Ensure that Standing Financial Instructions, Standing Orders, and Financial Policy and Procedures are always observed.

17. Deputise for the Assistant Technical Accountant as and when required.

18. Provide guidance on financial matters to non-finance staff within the Trust.

19. Any other duties commensurate with grade.

Generic Responsibilities for all staff:

All post holders will agree to:

• Commit to the vision of supporting Mersey Care in becoming a leading organisation in the provision of mental health care, addiction services and learning disability care, and in doing so fully utilise their skills and experience to support the objectives of the Trust.

• Role model the values of the Trust – Continuous Improvement, Accountability, Respectfulness and Enthusiasm – in all activities and interactions with employees, service users and other stakeholders.

• Challenge the stigma associated with mental health and learning difficulties.

• Comply with the Duty of Candour, defined by Francis as: 'the volunteering of all relevant information to persons who have or may have been harmed by the provision of services, whether or not the information has been requested and whether or not a complaint or a report about that provision has been made.’

• Work across professional and organisational boundaries to improve services for all.

• Maintain their specific knowledge base and develop new skills.

• Value the contribution of the patient / service user voice.

• Operate within any organisational codes of practice or those from a relevant professional body.

• Respect equality and diversity across all areas of working practice and communications with staff, service users and other stakeholders.

• Take responsibility for the accurate and timely collection and recording of data and ensuring all personally identifiable information is protected and used only for the purposes for which it was intended.

• Comply with all health and safety legislation and local policies and procedures.

• Adhere to all organisational policies.

• Have knowledge and understanding of technology in the workplace which is sufficient to maintain their efficiency and also how technology can empower service users in a digital environment.

• Comply with the NHS Constitution in relation to the staff responsibilities that it sets out for NHS employees.

• Attend a one day Just and Learning & Civility and Respect training workshop.

• Be an ambassador for Just & Learning and Civility & Respect following the training.

• Positively advocate the just and learning culture within your team.

• Be a confident supporter and implementer of the Trust CARES Values including Civility & Respect within your team.

• Support their team/services to create a positive environment for Just and Learning Culture.

• Participate in Just and Learning Culture events.

• Bring Just and Learning Culture updates/information to the attention of team members and other MCT colleagues they work with.

• Support and encourage the sharing of concerns about the safety and quality of care with senior leaders with the aim of improving safety and quality.

• Actively participate in creating an open culture within your team so that concerns and difficulties can be discussed safely and respectfully.

• Speaking up in the event that they are exposed to incivility between colleagues in the workplace #iwillspeakup.

• Listening and understanding others who have concerns and taking a collaborative approach to work towards a solution to improve civility and respect.

This job description is intended as an outline indicator of general areas of activity and will be reviewed in light of the changing needs of the Trust in consultation with the postholder.

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QUALIFICATIONS:

ESSENTIAL

• AAT Technician level 3 (equivalent to NVQ 4) or equivalent experience.

• ECDL or equivalent skills.

• Minimum of 5 GCSEs or equivalent including English and Maths.

DESIRABLE

• AAT Level 4

EXPERIENCE:

ESSENTIAL

• At least 3 years’ experience in a financial setting.

• Experience of working in a customer focused environment.

• Previous cash handling experience.

• At least 1 year’s staff supervision experience.

• Experience of working as part of a team.

• Experience of using Microsoft packages.

DESIRABLE

• Experience within NHS Finance.

• Experience of working in an NHS Finance Department.

KNOWLEDGE:

ESSENTIAL

• Thorough understanding of bookkeeping, accounting concepts and principles.

• Good working knowledge of spreadsheet applications.

• Detailed understanding of the system of accruals and prepayments.

DESIRABLE

• Understanding of the Oracle general ledger system.

• Knowledge of Mental Health/Learning Disability services.

VALUES:

• Continuous Improvement

• Accountability

• Respectfulness

• Enthusiasm

• Responsive to service users

• Engaging leadership style

• Strong customer service belief

• Transparency and honesty

• Discrete

SKILLS:

ESSENTIAL:

• Ability to analyse and interpret information from multiple sources.

• Able to display a high degree of numeracy and accuracy.

• Extensive IT Skills. Computer literate with knowledge of various software packages, including Microsoft Office and an accounting package.

• Ability to communicate both verbally and in writing with a range of

stakeholders including external partners and Service Users.

• Work with a minimum amount of supervision.

• Able to work as part of a team or individually.

• Ability to organise your own and other staff workloads within agreed deadlines.

• Produce a high standard of output whilst under pressure and working to deadlines.

• Good interpersonal and customer service skills.

• Ability to react to changing requirement and needs, and remain customer focussed under pressure.

• Possess excellent listening and negotiation skills.

• Flexibility, adaptability and keen to learn.

• Motivation, commitment and initiative.

• Evidence of self-development.