Management Accounting | Executive Officer

Summary

Role summary

Management Accounting EOs are responsible for analysis of the ledger to understand the financial position and supporting the team to produce financial reports.

Typical Role Responsibilities

Management Accounting EOs:

• are responsible for analysis of the ledger to understand the in-year financial position and ensure that transactions and balances are recorded accurately.
• are responsible for preparing routine journal adjustments.
• support the team in producing financial reports.
• may be responsible for uploading budgets and forecasts to the system.
• may deal with general queries from Finance Business Partners and other stakeholders.
• build collaborative relationships with other finance colleagues to support the business.

Entry Route

May be suitable for staff with the required skills from outside Finance

Typical Qualifications

Recommended

• Level 4 qualification with AAT, CCAB or CIMA

Or

• Working towards qualification.

And

• Some financial experience.

Responsibilities

Tasks

• Interrogate financial systems to understand trends and changes in month; provide data and insightful commentary in monthly financial reporting

• Take responsibility for material journal adjustments and accruals; ensure all adjustments are approved and posted within required timescales

• Interpret data and format in a way that drives high quality management reporting and decision making

• Undertake critical analysis of financial systems to ensure the data is accurate and up-to-date to facilitate reporting to managers

• Support the team in the production and distribution of financial reports to required timescales, providing accurate, relevant and timely management information

• May be responsible for uploading budgets and forecasts to the system.

Expectations

Behaviours

For details of Behaviours read the Success Profiles guidance on GOV.UK.

• Working Together

• Developing Self and Others

• Delivering at Pace

• Communicating and Influencing

Interpersonal Skills

• Ability to work with stakeholders effectively to ensure delivery of outputs

• Communicate with the team to ensure deadlines are met and everyone is kept informed of successes/risks

• Effective communication of financial data and collaboration with team members and management.

Professional Skills

Key for skill level

A = Awareness

W = Working

P = Practitioner

E = Expert

To self-assess your skills, please visit the Skills Capture Tool. The tool celebrates your strengths, highlights areas for growth, and signposts relevant learning links.

Link >>> Skills Capture Tool

Qualifications

Recommended:

• Level 4 qualification with AAT, CCAB or CIMA

• Details of how to gain a finance qualification through an apprenticeship can be found here:

  • Apprenticeships on OneFinance
  • Apprenticeships on Civil Service Learning

Entry and Progression Routes

Entry Routes

Within Finance

This role may be suitable for individuals with the required numeracy and data analysis skills, an interest in financial accounting and who are considering joining the finance profession

From Outside Finance

This role may be suitable for individuals with the required numeracy and data analysis skills, an interest in financial accounting and who are considering joining the Finance Function

Progression Routes

Staff in this role typically move into other EO roles in Finance or progress to?Management Accounting HEO.