Detailed job description and main responsibilities

PRIMARY DUTIES & AREAS OF RESPONSIBILITY

 1.           To provide finance support to the Finance Team Leader to meet the requirements of the Trust’s Budget Holders and the Management and Financial Accounting teams and to enable accurate reporting of the monthly R&D financial result of each Directorate in-line with closedown timetables. 

 2.           This role will be team based and the primary duties of the job may not always be completed regularly by each team member, but they will be expected to have knowledge of and be able to cover each task.

 3.           To plan and organise straightforward tasks, some of which may be ongoing. Schedules work to ensure daily, monthly, quarterly, and annual financial timetables are met.

 4.           Month end Financial Results: To complete task lists including analysis and interpretation of data as required. Identifies errors and discrepancies and sorts out problems using a range of options.

 5.           Budget and expenditure movements, pay and non-pay: To accurately complete the correction of items identified as being incorrect, producing budget, accrual and permanent journals as required.

 6.           Balance sheet reconciliations: balance and reconcile simple control accounts.

 7.           Ensure that income and expenditure items are correctly coded to budgets. Produce any required analysis.

 8.           Invoicing: Ensure that income is invoiced in a timely and accurate manner and Credit notes are correctly raised.

 9.           Accounts Payable: Ensure all non-purchase order invoices are directed to the relevant budget holder for coding and approval and that credit notes are chased in a timely manner.

 10.         Accounts Payable: Answer complex supplier and budget holder queries on invoices.

 11.         Produce regular financial and management information. Comment on improvements and changes that could be made to processes, and once agreed, implement changes and new procedures.

 12.         Input financial data into computerised and paper databases/systems. Creates and updates complex financial spreadsheets.

 13.         Take part in any appropriate departmental training and demonstrate own activities to new starters or less experienced staff. Provides induction training for trainees or new members of staff.

 14.         Assists patients / clients during incidental contacts / provides non-clinical advice, information to patients / clients / relatives. Ensure all departmental policies and procedures are adhered to.

 15.         Budget commercial and non-commercial studies for research & liaise with sponsors and Principal Investigators where required.

COMMUNICATIONS & WORKING RELATIONSHIPS

1.            To provide financial support to the R&D Management Accountant, and other R&D Finance staff.

 2.           To assist the R&D Management Accountants in costing commercial & non-commercial costings when required.

 3.           To answer routine queries from Research Staff.

 4.           To answer routine queries from External organisations e.g., suppliers, and refer more detailed queries for line manager.  

 5.           Handle sensitive information in a tactful and professional manner.

 6.          To liaise where necessary with members of staff from other Departments within the Trust e.g. Procurement, Payroll, Human Resources, and also with NHS Shared Business Service staff on day-to-day matters.

***Preference will be given to internal Trust staff, as well as ‘Priority’ and 'At Risk' status including NHS At Risk staff throughout Devon who are able to display recent relevant experience as dictated by the Person Specification.***