Accountant, Financial Analyst, Financial Manager

• Production of monthly management accounts with accompanying commentary for the senior management team
• Support in the updating of annual and long-term forecasts in line with the planning cycle for approval by the PDSE management team and board
• Provide information as requested for internal and external auditors
• Prepare and process month end journals
• Support in providing financial information and advice to PDSEs management and responsible budget holders
• Support budget holders in managing their budgets through provision of reports and advice, discussing financial issues, suggesting alternative options and negotiating corrective action
• Carry out variance analysis of the monthly management accounts and prepare the narrative around these variances
• Follow the appropriate financial and regulatory policies and procedures ensuring necessary regulations and standards are adhered to
• Support the continuous development of PDSEs finance strategy using information and understanding of the business and emerging needs to ensure service delivery continues to be fit for purpose
• Liaise with the University of Plymouth finance department to assist in the accurate reporting of financial information
• Provide costings to the PDSE team for various projects and initiatives
• Responsible for the review of monthly payroll preparing pension returns and annual returns where necessary
• Process staff expenses
• Monitoring accounts receivable and payable functions
• Supporting with preparation of reports to the PDSE Board on financial performance

• Successful delivery of key priorities and objectives agreed with manager and as a result of annual appraisal
• Deadlines for key finance and other statutory or regulatory processes achieved
• Positive customer and stakeholder feedback

• AAT qualified or studying towards professional qualifications (CIMA/ACCA etc) or equivalent work-based experience
• Knowledge and awareness of accounting policies and procedures
• Excellent numeracy and literacy skills
• Computer literate including competence with Microsoft Office and ability to learn specific business systems

• Experience of using a finance computer system
• Experience of preparing monthly accruals, prepayments and variance analysis
• Working in a finance environment
• Working independently in a team environment
• Working in a professional service environment

• Excellent communication and presentation skills both verbal and written
• Attention to detail and accuracy
• Proficient in use of Microsoft Excel for data analysis

• Demonstrates Self-Leadership
• Operates effectively in times of change and ambiguity
• Builds and secures value from relationships
• Drives innovation and action
• Creates and contributes to a shared vision
• Demonstrates sound business judgement

This job description provides a general reflection of the key accountabilities associated with the post, it is expected that the role holder will undertake any other reasonable activities to assist in efficient service delivery. This job description is not exhaustive and may change as the post develops, but such change will not take place without consultation between the post holder and his/her manager.

This post may involve travel to other locations, ability to travel independently around the Peninsula is preferable.