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Management Accountant

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Employment type not specifiedExperience not specifiedWakefield

South West Yorkshire Partnership NHS TrustWakefield

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South West Yorkshire Partnership NHS Trust Management Accountant

The closing date is 23 September 2026

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Job summary

We are delighted to be recruiting for a Band 5 Management Accountant to join our friendly, close-knit and supportive team.

We are more than just numbers. Our role in Finance is to empower clinical and operational colleagues with the tools, insights and confidence they need to deliver outstanding patient care. We are collaborative, people-focused and passionate about making finance accessible across every part of the organisation.

The successful applicant will be AAT qualified (or hold an equivalent qualification) and will have experience of management accounting. You will be confident working independently and building effective relationships with budget holders, ensuring that an accurate financial position is reported while supporting managers to develop and deliver their services.

We support flexible working in line with the Trust's Flexible Working Policy and offer a fully funded study package for colleagues wishing to continue their professional qualifications and development.

We believe that a diverse workforce is essential to delivering excellent services and are committed to providing an inclusive, welcoming and supportive workplace for people from all backgrounds.

This is an excellent opportunity for an ambitious finance professional looking to develop their NHS finance career within a supportive team environment, with access to mentoring, professional development and career progression opportunities.

Main duties of the job

The Management Accountant is responsible for:

Provide high level financial expertise and advice to managers;

Support mangers with the development and delivery of their Annual Plan;

Co-ordinate, evaluate and review the production of the monthly Management Reports;

Produce detailed workings for budget setting including the evaluation, analysis and reconciliation to the Care Groups financial plan;

Provide financial advice to aid the production of Business Cases.

At the time of advertising, this role does not meet the minimum requirements set by UK Visas and Immigration to sponsor candidates to work in the UK. For this reason, we are unable to sponsor anyone for a skilled worker visa for this role.

We are happy to accept applications from candidates who can prove their right to work in the UK or via alternative visa routes. Such applications will be considered alongside all other applications.

All employees of the Trust are strongly encouraged to have their up-to-date flu vaccination to protect staff and patients.

We are aware that an increasing number of applicants are using AI technology to generate responses on NHS Job application forms. We strongly discourage this and will conduct a thorough screening process before selecting candidates to progress to the next stage. If you are using AI to enhance your application, please disclose this in your NHS Jobs application form.

About us

We are a specialist NHS Foundation Trust that provides community, mental health and learning disability services for the people of Barnsley, Calderdale, Kirklees and Wakefield. We also provide low and medium secure services and are the lead for the west Yorkshire secure provider collaborative.

Our mission is to help people reach their potential and live well in their communities, we do this by providing high-quality care in the right place at the right time. We employ staff in both clinical and non-clinical services who work hard to make a difference to the lives of service users, families and carers.

We encourage and welcome applications from all protected characteristic groups, we value diversity and want our workforce to be reflective of our communities.

Being a foundation Trust means were accountable to our members, who can have a say in how were run. Around 14,300 local people (including staff) are members of our Trust.

Join us and you will be one of over 4,500 staff committed to supporting and improving the mental, physical and social needs of the thousands of people we meet and help each year.

We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all colleagues and volunteers to share this commitment.

We do reserve to right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.

Details

Date posted

09 September 2026

Pay scheme

Agenda for change

Band

Band 5

Salary

£32,073 to £39,043 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9378-QA01513

Job locations

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP

United Kingdom

Job description

Job responsibilities

JOB SUMMARY

1.0 Job Summary

The Management Accountant is responsible for supporting the Senior Management Accountant and BDU finance manager in delivering high quality and timely financial management services to all budget holders within a Business Delivery Unit (BDU)/ Corporate Services.

1.1 Providing support to the Senior/Finance Manager and budget managers in the development and delivery of the BDU/ Directorate Annual Plan

1.2 Production of the monthly BDU/Directorate management reports including financial forecasts

1.3 Intelligence gathering and investigation of service issues to advise on financial risk and options for decision making with direction from senior finance staff

1.4 Provide costing and financial analysis for service development and business cases with direction from senior finance staff

1.4 Supervision of junior BDU/ support services management accounts staff

1.5 Leadership role within the finance team; able to contribute to a multi-disciplinary team using matrix working to deliver the BDU/ directorate objectives.

2. Key Relationships

BDU Finance Manager / Senior Management Accountant

Budget holders within the BDU / Support Services including managers and clinicians

Management Accounts team

Senior staff in finance including access to specialist expertise

Internal and external relationships with key stakeholders and partners in order to represent the BDU or finance department in meetings or project work

3. Key Results Areas:

Financial Governance

To provide advice and training to budget managers to ensure there is good understanding and compliance with Standing Financial Instructions, Standing Orders Financial Procedures and accounting policies

To provide analysis and information to senior finance staff for completion of information and returns for external bodies including Freedom of Information requests

To provide accurate financial information to the required timetables and detailed analysis to support the completion of statutory accounts under the direction of senior finance staff

Financial Strategy and Planning

To support the Senior/Finance Managers in the development and maintenance of the BDU/Support Services medium term financial plan through calculation of budgets and undertaking financial analysis as directed

Provide financial support and advice to support BDU/Support Services business planning for a portfolio of budgets holders

Plan and deliver detailed costing and analysis work to support BDU capital and revenue developments including business cases and delivery of Cost Improvement Plans under the direction of senior finance staff

Financial Reporting and Management Accounting

Produce the detailed workings for budget setting

Produce the monthly management reports for the BDU/Support Services including financial forecasting

Undertake analysis and investigation of service issues arising from monthly reporting for portfolio of budget holders, including consideration of financial risk.

Support the Senior finance managers in the production and analysis of service line reporting.

Provide professional financial support and advice for financial reporting to BDU/Support Services budget holders and other managers with the support of senior finance staff.

Produce written financial analysis to support the decision making process within the BDU/Support Services directorate under supervision of senior finance staff

The post holder will be expected to assess current work practices and procedures in relation to their own span of work and implement improvements where possible and contribute to development of efficient work processes which optimise the use of technology.

Other duties

Provide financial and costing analysis to the central finance team to support the delivery of mandatory returns or to internal facilitate benchmarking.

Provide training to other finance and BDU/Support Services staff as appropriate

Key member of the BDU/directorate support services team to be able to contribute to BDU/directorate projects and matrix management.

Supervision of junior BDU finance staff.

Work as an integral member of the finance team to ensure the Trust delivers on its statutory financial duties.

Trust Values:

The Trust is committed to ensuring the highest standards of care and treatment and expects that all staff treat people e.g, service users, their carers, relatives, friends, colleagues, visitors etc, with dignity and respect at all time. The post holder must at all times act in accordance with the Trusts Values:

We put the person first and in the centre

We know that families and carers matter

We are respectful, honest, open and transparent

We improve and aim to be outstanding

We are relevant today and ready for tomorrow

Safeguarding:

Report any concerns regarding the safety or wellbeing of children, adults service users, members of their families etc, in accordance with Trust Policy.

Prevent and respond appropriately to abuse and understand own role in this by undertaking Safeguarding training.

Trust policies and commitments to be read in line with the relevant Trust Policy:

All staff employed by the Trust must comply with the Trusts policies and procedures, undertake appropriate training required for their role and commit to:

ensure they are aware of the Whistleblowing Policy and how they raise concerns;

maintain confidentiality, in line with the Trusts Confidentiality Policy and Code of Conduct;

understand their personal responsibilities with regards to data quality for any information which they create, use or process in accordance with the General Data Protection Regulation (GDPR), The Data Protection Act 2018 (DPA) and Trust Data Protection policy;

comply with the provisions of The Trusts Health and Safety Policy and Protocol. Ensuring their own safety and that of colleagues, service users and visitors. Know the action to be taken in the event of a fire and must undertake fire training annually;

receive supervision in line with the Trusts Supervision Policy and an annual Appraisal in line with the Trusts Appraisal Policy, during which mandatory, role specific and personal development needs should be identified and agreed;

understand their responsibilities under the Trusts Equal Opportunities in Employment Policy and ensure that they adhere to the provisions of the policy;

recognise, respect and support the equality diversity of staff, colleagues, service users, carers and the public. Contribute to a working environment which promotes and responds positively to difference and diversity;

ensure they carry out their duty to safeguard and promote the welfare of children and young people under the age of 18 years, as issued under Section 11 of The Children Act 2004, by being familiar with and adhering to Trust safeguarding policies and participating in relevant training;

comply with their professional responsibilities to develop their practice and deliver care through a Clinical Governance framework (i.e. CPD, Audit, Supervision);

demonstrate, through practice and practical understanding, the importance of the continual development of individual, team and service wide quality improvement;

abide by relevant codes of professional practice, with the organisation taking action when codes of conduct are breached;

work flexibly to meet the needs of the service/organisation, whilst working within a culture of progressive employment practices and commitment to the Investors in People (IiP) Standards.

adhere to the Trusts smoke free policies, which prohibits smoking anywhere on Trust grounds;

being socially responsible by complying with measures that support the Trust in reducing or offsetting our environmental impact;

Identify and report risks, hazards, incidents, accidents and near misses promptly;

In addition to the Trusts own responsibilities under the Health and Social Care Act 2008, Code of Practice on the prevention and control of infections and related guidance, for your safety, ALL staff (and contractors) are responsible for ensuring their work adheres to this Code in the delivery of safe patient care.

This job description is an outline of the main duties of the post. The postholder will be required to undertake other duties commensurate with the band as directed. The content of this post will be reviewed in consultation with the postholder when necessary and in line with the service developments.

For full details of the role please see the supporting documents attached.