Management Accountant

               JOB DESCRIPTION

Management Accountant

Reports To:

Finance Director

Direct Reports:

  No direct reports

Location:

 15/16 The Avenue, Southampton

Hours:

Part Time – 22.5 hours per week (3 days)

Salary:

 £17,975.68 to £20,340 per annum (£29,560 to £33,448 full time
equivalent) Solent Mind Band D

Purpose:

The post holder will support the Director of Finance to produce the reports and detailed analysis
required for Trustees and Senior Management. The Management Accountant will be required
to  complete  month  end  accounting  actions  and  work  with  the  Finance  Manager  who  will  be
responsible for the production of the accounting system management accounting reports for
budget holders. The postholder will meet with budget holders to understand the projects and
explain  the  accounts  including  variance  analysis  and  identifying  corrections  and  improved
accuracy. The role will assist with budget preparation, forecast updates and scenario planning.

The post holder will receive training and support in use of the Microsoft Dynamics Business
Central accounting system and will be involved in developing Power BI reporting. As part of a
small  Finance  Team  there  will  be  opportunities  to  learn  new  skills  and  drive  process
improvements. The Finance Team also provides accounting support to a growing number of
other regional Mind charities and we are keen to build this service.

Principal Accountabilities:

Preparation of Monthly Management Accounts



Support production of accurate monthly management accounts, analysing
differences from the budget and highlighting areas where action is required.
To generate KPI’s for individual projects and variance analysis and comments.

Providing timely and accurate management information for decision making.


To identify budget variances and reflect these in forecast updates.
    To liaise regularly with users of management accounts information to

enhance the reporting and identify opportunities to improve processes, grow income,
make savings and ensure best value.
To assist in the preparation of tender costing and pricing.
Produce ad hoc financial reports as requested including scenario planning.




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Finance Training



To  assist  with  the  preparation  and  delivery  of  finance  training  to  managers  and
budget holders.

Internal Controls




Assist in developing and upholding financial procedures and policies.
Ensure compliance with member charity and Not for Profit sector control framework.

Stock Control



Assist in stock takes as appropriate

Developmental Work





Assist in developing information systems.
Assist in reviewing and improving financial processes.
Participate in staff development workshops and task groups.

General

Ensure an excellent level of customer service to all staff.
Share in routine office tasks.
Attend relevant training courses.




  Willingness to work flexible hours as required to meet targets.


Adhere  to  the  aims,  values,  policies  and  procedures  of  Solent  Mind,  particularly
safeguarding and health & safety.

This list is non exhaustive and other duties may be required to meet the needs of Solent Mind.

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PERSON SPECIFICATION

Management Accountant

Requirement

Qualifications/Education/Training:  (Minimum  standard  of  education  and  professional
qualifications (RQF level) required to achieve the purpose of the job to a fully satisfactory level)

  AAT Qualified or equivalent

  Part Qualified ACCA/ CIMA/ ACA

  Level 6 qualification

Essential or
Desirable

Essential

Desirable

Desirable

Experience: (What type and depth of experience is required to perform the duties to a fully
satisfactory level)

  Experience  of  assisting  in  the  production  of  accurate  and  timely  management

Essential

accounts and KPI’s for different audiences

  Detailed understanding of budget preparation and forecast updates

  Experience of working as a Business Partner with budget holders to build their

understanding and confidence

  Knowledge of accounting systems, report creation and problem solving

  Able to deliver training and explain management accounts at all levels

  Understanding of transactional accounting across all roles of the Finance Team

including policies and procedures

  Understanding of the voluntary sector

Knowledge/Skills/Competencies:

  Excellent Customer Service Skills

  Good  written  and  verbal  communication  skills  and  the  ability  to  communicate

clearly and form effective relationships at all levels

  Excellent planning & organisational skills

  Strong analytical skills

  Strong computer skills and the ability to use computer-based information systems
including but not limited to: Excel, Word, PowerPoint, MS Teams and accounting
systems (Business Central, Xero)

  Ability to work under pressure and manage own personal stress

  A  flexible  and  proactive  approach  to  own  professional  development  and  a

willingness to learn

  Understanding of safeguarding in the context of mental health

  Strong commitment to collaborative and team working

Essential

Essential

Essential

Desirable

Desirable

Desirable

Essential

Essential

Essential

Essential

Essential

Essential

Essential

Desirable

Essential

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Requirement

Other:

  Commitment to Solent Mind’s values

Essential or
Desirable

Essential

  Commitment  to  Solent  Mind’s  Equal  Opportunities  and  Diversity  and  Inclusion

Essential

Policies

  Willingness to undergo a relevant DBS Check if required

Essential

Date job originated: 15 July 2025
Date job reviewed:   15 July 2025
Reviewing Manager: Finance Director

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