JOB DESCRIPTION:MANAGEMENT ACCOUNTANT
DATE: MAY 2017
WRITER: HOLLY PILLAY
TOTAL NUMBER 6
OF PAGES:
ST. LUKE’S HOSPICE (BASILDON)
JOB DESCRIPTION
Our Statement of Purpose is:
“In partnership with the community and the multidisciplinary team our organisation is committed to providing high quality, safe and supportive specialist palliative care services that will enable people to live as independently as possible and die with dignity and choice”.
POST TITLE:Management Accountant
Finance Department
SALARY:Scale 6/7 dependent on experience (For trainee appointments training costs
may be met but these would be offset against payable salary levels for the
duration of the course)
ACCOUNTABLE TO:Chief Executive Officer
RESPONSIBLE TO:Head of Finance
HOURS OF WORK:37.5 hours per week
LOCATION:Based at St Luke’s Hospice but may need to travel between sites/to meetings etc.
QUALIFICATIONS: AAT Qualification or studying ACCA or CIMA
- Main Duties
The post holder will assist the Head of Finance to manage financial operations across the Hospice and subsidiary trading companies, including designing and setting up new processes and procedures to develop the Finance function within the organisation.
The post holder will have responsibility for a range of accounting systems and operating processes.
- Responsibilities
2.1To be responsible for the production and integrity of the monthly management accounts to month enddeadlines
2.2To ensure that all finance processes are robust, fit for purpose and meet statutory and stakeholder requirements
2.3To process month end journals and regular balance sheet reconciliations
2.4To prepare and circulate weekly internal business reports
2.5Undertake tasks relevant to accounts payable and receivable
2.6To assist in completing all month end reporting and analysis
2.7Complete quarterly VAT returns
2.8Complete cash book reconciliations
2.9Assist with the annual budget process
2.10To liaise with donors and to accept donations from patients and families, which may include personally meeting with individuals who attend the Hospice.
- Overall requirements
3.1To ensure that all financial processes are run in compliance with audit regulations and accountancy good practice.
3.2You must be sympathetic to and able to project the philosophy and concept of St Luke’s Hospice.
3.3You will be expected to produce work to a high standard and to promote quality in all areas at all times.
3.4You will be expected to keep yourself updated on all matters relating to Hospice policy. You are responsible for familiarising yourself with matters relating to Health & Safety management as they affect you personally, your department and/or the Hospice.
3.5You will be expected to participate in an Individual Performance Review for your financial role.
3.6You will be expected to attend mandatory training.
3.7The post holder will be expected to undertake additional duties as the requirements of the department and/or post change/develop.
3.8To undertake any other reasonable duties that may be appropriate in order to help achieve the hospices income objectives.
General
Co-operate with all staff in maintaining good relationships with outside agencies and the general publicinorder to uphold the charity's image and win increased support for its work. The post holder will beexpectedto produce work of a high standard and to promote quality at alltimes.
St Luke’s Hospice is committed to Equal Opportunities for all present and potential members of staffandpatients. Therefore St Luke’s Hospice expects all employees and volunteers to understand, support,andapply this policy through their working practices which requires all individuals to be treated withrespect,dignity, courtesy, fairness and consideration. To obtain a copy of the Equal Opportunities Policy contact thepersonneldepartment.
Take responsibility for your continuing professionaldevelopment.
Co-operate with all staff in maintaining harmonious inter-personalrelationships.
The post-holder will have access to confidential data on staff, services and supporters within StLuke’s Hospice. Failure to maintain confidentiality will lead to disciplinary action, which could ultimately leadtodismissal.
The post will be subject to regular annual staff developmentreview.
The post holder will be expected to keep themselves updated on all matters relating to Hospiceprocedureand policy.
The post holder must familiarise themselves with matters relating to health and safety management astheyaffect them personally and/or the Hospice, reporting any potential risks to life or property immediatelyinaccordance with the Hospice’s Health and Safety policy and procedures. They must use allequipmentprovided to undertake their rolesafely.
Where you are a member of a professional body you are required to conform to the professionalstandardsset by that body. You are required to ensure your registration is current and practice continuousprofessionaldevelopment.
The philosophy of the Hospice is based on an interdisciplinary approach and employees and volunteersarerequired to participate in thisconcept.
Carryoutanyotherduties asarewithinthescope,spiritandpurposeofthejob,thetitleofthepostanditsgrading as requested by your Line Manager or his/her higher level ofauthority.
The post holder is legally required to have regard to the Mental Capacity Act 2005 Code ofPractice.
NOTES
i)You must be sympathetic to and able to project the philosophy and concept of the Hospice.
ii)You will potentially have access to confidential data on staff and/or patients and/or services within the Hospice. Failure to maintain confidentiality will lead to disciplinary action which could ultimately lead to dismissal.
iii)You will be required to assess all risks to your systems, processes and environment and contribute towards the clinical and/or corporate governance agenda as appropriate.
iv)You will be expected to produce work to a high standard and to promote quality in all areas at all times.
v)The managerial and clinical philosophy of the Hospice is based on a multidisciplinary approach. Staff, regardless of grade or discipline, are required to participate in this concept.
vi)You will be expected to keep yourself updated on all matters relating to Hospice policy. You are responsible for familiarising yourself with matters relating to Health & Safety management as they affect you personally, your department and/or the Hospice.
vii)You will be expected to participate in an Individual Performance Review for yourself and/or the staff you manage.
viii)There is hope and expectation that you will attend some functions and fundraising events outside your normal working hours from time to time for which no additional payment will be made.
ix)The above job description does not purport to be an exhaustive list of duties and responsibilities. The postholder will be expected to undertake additional duties as the requirements of the department and/or post change and/or develop.
SMOKING POLICY
St Luke’s is committed to a policy which actively discourages smoking while allowing for patient choice. St Luke’s Hospice and it’s other premises operates a No Smoking Policy their buildings and grounds in line with government legislation, except where designated areas are available. In-Patients are permitted to smoke outside the building during specified areas in a designated area. Day Hospice patients may smoke in the Day Hospice designated areas.
EQUAL OPPORTUNITIES
St Luke’s Hospice operates an Equal Opportunities Policy and expects staff to have a commitment to equal opportunity policies in relation to employment and service delivery.
CHANGES TO THIS JOB DESCRIPTION
You have the responsibility to discuss any job changes with your Line Manager at the time the change occurs and agree any permanent substantial change.
DATE COMMENCED IN POST:
SIGNATURE: (New employee)DATE:
SIGNATURE: (Line Manager)DATE:
TITLE:
ST. LUKE’S HOSPICE
PERSON SPECIFICATION
REQUIREMENTS / ESSENTIAL / DESIRABLEQUALIFICATIONS / AAT qualification or studying ACCA or CIMA
EXPERIENCE / Experience of accounts preparation and accounting systems
Strong Excel modelling skills (pivot tables, lookups etc.)
Experience of sage or a similar accounting package / Experience of charitable work
SKILLS / KNOWLEDGE / Strong organisational and planning skill
Able to work on own initiative
Self motivated
Excellent interpersonal skills
Knowledge of Financial related legislation
COMMUNICATION SKILLS / Confident verbal and written communication skills.
Tactful, sensitive, tolerant flexible and positive manner
PHYSICAL REQUIREMENT / Occupational Health fit.
PERSONAL ATTRIBUTES / Team player
Commitment to quality and best practice
Positive, self-motivated and committed to achieving results
Problem solver
Good sense of humour
Professional approach to work
Assertive
Ability to multi-task
Excellent time management skills
Calm under pressure
Well organised and efficient
Adhere to all regulatory procedures
Willing to undertake evening/weekend work as required
Car driver clean driving licence and access to a vehicle for work
Other Requirements / Committed to core purpose of the Hospice
Page 1 of 6 JOB DESCRIPTION – MANAGEMENT ACCOUNTANT