Portfolio: personal reflection and career development plan Essay

Portfolio

Introduction

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Pennine Care NHS Foundation Trust ( PCFT ) is a huge administration with around 6,000 members of staff ( from Porters to Directors and all those mediate ) supplying attention services for 1.3 million people. Pennine Care operates across Bury, Oldham, Rochdale, Tameside and Glossop, Stockport and Trafford. PCFT provides a scope of mental wellness services for kids, striplings, and grownups. Alongside it provides community services, intermediate attention support services and wellness betterment services. Since its formation in 2002, PCFT has grown to go one of UK’s taking suppliers of community and mental wellness services ( Pennine Care, 2014 ) .

I began working for PCFT in 2007 which it was merely called Pennine Care NHS Trust. It became a Foundation Trust ( FT ) in 2008 and was the hundredth FT in the state. As a FT, we are free to make up one’s mind how to outdo meet the wellness demands of the people we serve, are accountable to local people, have greater fiscal freedom and can be more flexible, leting us to better our services, innovate and develop new services, and to enroll and retain staff. ( REFERENCE )

PCFT’s major corporate maps are based at the Trust Headquarters’ in Ashton-under-Lyne. I work full clip within the Finance Department here within the Management Accounts Section. I have worked for PCFT since 2007 ; ab initio as portion of the Financial Accounts squad as a Finance Officer before reassigning into Management Accounts to work as an Assistant Management Account ( AMA ) .

On beginning of this portfolio ( when I began the Foundation Degree in Accounting ) I was employed by PCFT as an AMA. On completion of this portfolio I am finishing a preceptorship to go a Management Accountant ( MA ) .

As a MA at PCFT I shall be responsible for supplying a broad scope of accounting and budgetary support within a designated country of the Trust’s operations.

My cardinal responsibilities will include scene and understanding of one-year budgets ( fiscal programs ) and monitoring of public presentation against fiscal programs through elaborate analytical reappraisal and probe of discrepancies.

A transcript of my occupation description ( appendix 2 ) can be found in the appendices subdivision of this portfolio.

Purposes

  • Develop a greater cognition and apprehension of finance and concern direction.
  • Develop leaner systems and processed within the finance section.

Aims( SpecificMetereasurableAchievableRoentgenelevantThymineimely)

  • By the 1st July 2015 base on balls Foundation Degree in Accounting and derive relevant work experience, accomplishments and cognition by working as a Band 4 MA in a preceptorship function with purpose to obtain a Band 5 MA function at PCFT.
  • By the 31st May 2014 develop a system utilizing available informations to derive greater direction control to cut down trust broad nomadic device fiscal coding mistakes by interceding with the IT section and nomadic device supplier.

The Learning Agreement – Planning Phase

The Aim

By the 1st July 2015 base on balls Foundation Degree in Accounting and derive relevant work experience, accomplishments and cognition by working as a Band 4 MA in a preceptorship function with purpose to obtain a Band 5 MA function at PCFT.

Activities Required

  • Completion of Foundation Degree in Accounting ( FDA )
  • Initial supervising for Budget Review Meetings taking to gradual coup d’etat of duty
  • Production of accurate and dependable prognosiss with budget holders
  • Production of monthly fiscal studies on the fiscal place
  • To inform senior direction of any countries of concern
  • Shadowing of Finance Business Partner ( FBP ) for the budget scene procedure and so bit by bit coup d’etat of duty
  • Develop costings for new developments and service alterations
  • Provide input into a major service review/redesign ( LTFM’s )
  • Be able to bring forth Service Line Reports ( SLR’s )
  • Deliver finance preparation bundles to budget holders
  • Input into NHS Finance Return i.e. Mention Costss and NHS Final Histories
  • Awareness and apprehension of the Trustwide fiscal programs
  • Reviewing procedures to place countries for betterment and increased efficiency
  • Perform at the appropriate degree in meetings and follow up actions
  • Transporting out responsibilities in a gracious, sympathetic and professional mode at all times
  • Ability to construct personal and professional credibleness with direction, clinical squad and staff
  • Self-awareness and apprehension of the impact own behavior can hold on others
  • Flexibility of manner and attack
  • Core and indispensable HR classs, FSD class or other relevant preparation
  • Regular monthly feedback and supervising from FBP
  • Feedback from service directors and budget directors in months 6,9,12.
  • Quarterly feedback from Head of Management Accountants and FBP
  • Coaching and mentoring
  • Ability to go to run into the demands of the function ( Car User )
  • Care of budget alteration and expected outgo records by entering in both excel and the finance system ( NEP ) regular grounds that both systems are in balance
  • Analysis of budget discrepancies and tendencies by interceding with budget holders guaranting action is taken or issues are escalated as appropriate
  • Guaranting truth and timely distribution of monthly fiscal studies in line with the department’s timetables
  • Completing bill petitions as necessary to relevant external organic structures where extra income has been agreed
  • Aid with finishing monthly fiscal studies detailing the fiscal place of the appropriate country of work, foregrounding and explicating important discrepancies from budget
  • Production of accurate, dependable prognosiss with budget holders
  • Aid in bing new developments and service alterations
  • Aid in the allotment of costs to better truth of Trust bing returns
  • Aid in readying and completion of relevant subdivisions of the Trusts statutory NHS Accounts in line with national and local timetables resulting conformity with the NHS Manual for Accounts and established accounting rules
  • Constitution of a house working relationship with budget holders and directors through regular contact and communicating
  • Processing and mandate of ESR ( Electronic Staff Record ) forms received in a timely mode
  • Aid with the preparation of budget holders and staff to guarantee that the Trust’s resources are managed efficaciously and that internal control is understood and complied with
  • Conformity with Health and Safety statute law

Skills Required

  • Understanding of accounting and budgetary controls
  • Computer literacy and willing to pass long periods of clip working at a Personal computer in order to finish the responsibilities of the station
  • To be able to pass on finance affairs easy and clearly to non-financial directors both orally and in composing
  • Be able to run into deadlines and efficaciously prioritize work load by good clip direction.
  • Committedness to working with directors at all degrees within the administration, and be proactive in their work and thought
  • Good analytical accomplishments, taking to steadfast determination doing
  • The ability to cover sensitively and move responsibly with extremely confidential information

Resources Required

  • Entree to coaching and mentoring
  • Shadowing FBP and other Management Accountants
  • Core and indispensable HR classs, FSD class or other relevant preparation.
  • Study support in line with finance preparation policy
  • Car ( or entree to allow conveyance )

Standards for Success

  • Receive regular monthly feedback and supervising from FBP
  • Receive feedback from service directors and budget directors in months 6, 9 and 12.
  • Receive quarterly feedback from Assistant Director of Finance – Financial Management, Head of Management Accountants and FBP.

Planned Evidence

There are two chief types of grounds that can be submitted. The first is merchandise grounds ( direct grounds ) and the 2nd is 3rd party or witness testimony ( indirect grounds ) . Other types of grounds include behavioral state of affairss.

Due to confidentiality issues that arise through printed and electronic NHS information I have decided that the best manner to roll up the grounds will be to triangulate by bring forthing a assortment of grounds utilizing different instruments of appraisal

  • Produce a study every one-fourth demoing accomplishments and grounds where development countries have been met. ( see appendix 1 at the terminal of this paper )
  • Keep a journal on a hebdomadal footing when possible highlighting activities carried out and general observations
  • Feedback from FBP / Preceptor

The Learning Agreement – Reflective Phase

Skills Developed

I was an AMA for PCFT for a long clip ; since 2009. I have learned at great trade since reassigning into Management Accounts from Financial Accounts where I began my NHS Career back in 2007. I feel that this foundation and acquaintance I have with both South Division and the finance squad will profit me greatly whilst on the Preceptorship to go a MA.

Get downing a new function has meant a great trade of alteration. Although I was familiar with what would hold to be completed in the function I there have been times when I have felt under great force per unit area and strain. As I have grown into the function I feel I have developed my accomplishment for pull offing alteration. Something which caused me to see a nerve-racking state of affairs can subsequently be discussed with my don or FBP so get bying mechanisms ( a header scheme ) put in topographic point to cover for future happenings. Since everyone has a alone response to emphasis, there is no “one size tantrums all” solution to pull offing it. ( REFERENCE )

Before I commenced the preceptorship I had merely done minimum occupation shadowing both at PCFT and in the yesteryear. Job tailing is where an person from one country of the administration has the chance to work aboard and derive experience of the function of another person, and derive an penetration into that peculiar work country ( REFERENCE ) . I have been out and about a batch during the last few months chiefly with my FBP. I have had some great and of class non so great support whilst acquiring to clasps with run intoing the Budget Holders. This has been down to alterations in staffing which has been out of my control.

I have enjoyed being able to develop the replacing for my old function. As I had been in the function of AMA since 2009 I was able to make thin ways of working. Lean is a customer-centric methodological analysis used to continuously better any procedure through the riddance of waste in everything you do ( REFERENCE ) . Over the old ages I had developed an mixture of undertakings which had been turned into standardized undertakings for the section. Training my replacing has besides had its strenuous minutes. The fact that I had been making the function for so long it’s been hard to allow travel and been thwarting when things haven’t been to my exacting criterions.

As a individual I ever feel there is room for betterment. The data format of the budget scene file which I had to utilize caused it to be non really user friendly i.e. difficult to read and non user friendly. Developing my presentation accomplishments and new ways of working were used here. I had to accommodate to the fact that as some of the work I was making would feed straight into others I couldn’t have things precisely how I liked them.

I have developed my natural ability to operationally pull off my AMA. It’s besides enhanced my managerial accomplishments. I had had the chance to line manage in the yesteryear at old employment but the state of affairs here has been wholly different. By guaranting that the AMA is cognizant of all the work that needs to be done and has prepared all that can be done in progress. Although my AMA had worked within direction histories it was for another squad. The mental wellness squads have larger budgets and this is reflected in the sum of undertakings and clip it takes to complete certain procedures.

Evidence Submitted

I have included several pieces of grounds for this object. They are: a transcript of the hebdomadal journal which I kept to log patterned advance, ideas and observations. Evidence of submitted work. Transcripts of certifications and in conclusion my preceptorship grounds log which has been verified/authorised by the Head of Management Accounts ( Gavin Horn ) and my Preceptor ( Nasiya Khalil ) .

AccomplishmentA-

The Learning Agreement – Planning Phase

The Aim

By the 31st May 2014 develop a system utilizing available informations to derive greater direction control to cut down trust broad nomadic device fiscal coding mistakes by interceding with the IT section and nomadic device supplier.

Activities Required

  • To inform senior direction of any countries of concern
  • Liaison with nomadic device supplier ( Provider ) , IT section ( IT ) and the corporate administration squad ( CG )
  • Training of AMA’s
  • Deputation of responsibilities
  • Constantly reexamining the procedure to place countries for betterment and increased efficiency
  • Perform at the appropriate degree in meetings and follow up actions
  • Transporting out responsibilities in a gracious, sympathetic and professional mode at all times
  • A flexibleness of manner and attack to win in working in a collaborative manner
  • Guaranting truth and timely distribution of any information supplied
  • Collaboration

Skills Required

  • Understanding of accounting
  • Computer literacy and willing to pass long periods of clip working at a Personal computer in order to finish the undertaking
  • To be able to pass on finance affairs easy and clearly
  • Meet deadlines and efficaciously prioritize work load by good clip direction.
  • Committedness to working with directors at all degrees within the administration, and be proactive in their work and thought
  • Good analytical accomplishments, taking to steadfast determination doing
  • The ability to cover sensitively and move responsibly with extremely confidential information

Resources Required

  • Entree to coaching and mentoring
  • Meeting infinite for affair with IT / GT
  • Entree to provider

Standards for Success

  • Receive positive feedback
  • Decrease in manual recodes

Planned Evidence

  • Keep a journal on a hebdomadal footing when possible highlighting activities carried out and general observations.
  • Feedback from budget holders who have been capable to miscoded bills hitting their history codifications.

The Learning Agreement – Reflective Phase

Skills Developed

I have gained cognition of the in house systems and the impact which external patterns have had on the informations processed. It appeared that the IT section provided cost centre codes to the nomadic web supplier to apportion against each nomadic figure. The list was really out of day of the month and it came evident from the off that the system which had been set up was non being maintained to an acceptable grade. The information demands to be updated each month to reflect staff motions. Vodafone upload the spreadsheet/data IT provides and this so links up with the charge informations and is printed on the bill which accounts collectible ( AP ) receive. On contemplation this system would be ideal if the informations supplied to Vodafone was seasonably and accurate. As it stands the information is out of day of the month and staff with multiple devices or perchance the same name is a job. What to make?

By run intoing with the assorted squads ( IT and CG ) it has enabled me to spread out people and networking accomplishments. When run intoing with the squads I had to listen to all sides of the statement and determine what was required from each country. I had to guarantee that the clip I spent with these people wasn’t felt as a waste of clip. Some meetings leave the participants experiencing they have wasted their clip as small has been achieved and this can be due to many grounds. ( REFERENCE )

Due to the highly short clip restraints of this undertaking I had to greatly develop my clip direction accomplishments. The key to successful clip direction is be aftering and so protecting the planned clip ( REFERENCE ) . I did this by finishing a journal of when I had to hold parts of the undertaking completed, and worked out when I would hold entree to the information. The finance section has a timetable of when undertakings have to be carried out i.e. paysheet posted to the leger. Nowadays, everything is speedy, everyone demands speedy consequences ( REFERENCE ) .

As a nomadic device coding rapprochement was traveling to be a new regular undertaking I had to guarantee that I had completed equal testing. Testing went highly good. I have populated the Provider/IT spreadsheet with the employee ID Numberss and managed to associate this to the paysheet files. Once all the information is filled in this system will be reasonably much an machine-controlled undertaking and will merely necessitate one AMA to update the Provider/IT spreadsheet when staff members leave or there are new starting motors. The active paysheet shall enable costs to follow the staff as they move from section to section.

Evidence Submitted

The grounds which I have included for this aim is a transcript of the hebdomadal journal which I kept to log patterned advance, ideas and observations.

AccomplishmentB+

The Critical Appraisal

It was clip to develop a greater cognition and apprehension of finance and concern direction as I was ready to travel on with my calling within finance.

Improvements I have made to the budget puting file have helped vastly and I have been able to understand more informations particularly when run intoing with budget holders ; sometimes I feel awkward making this so anything which enables smooth running is a fillip. I have even trained a twosome of new budget holders this hebdomad ; explicating all parts of a budget statement and the staff lists. It made me experience a small proud cognizing what I’m making. It is really awkward though explicating why things haven’t been done that should hold in the past but I have put processs in topographic point to relieve issues traveling frontward.

I’m sword lily that I have had the chance to shadow the old MA before taking over as I wouldn’t have truly known where to get down when it came to budget holder affair in a fiscal format. I have had a batch to make with the budget holders for my division already which made bridging the spreads more comfy.

When it has come to pull offing my clip there have been times when I have focused excessively much on one country and non on the occupation in manus. A premier illustration of this was working out comprehensive and complex expression on the nomadic device spreadsheets which in the terminal didn’t demand to be done as the information that ended up being used was the member of staff’s employee ID which is ever alone. At the clip it seemed a good attack but in hindsight I should hold waited for the information from CG. Alternatively I went in front believing that we wouldn’t have the spell in front or it was traveling to take excessively long to acquire authorization to provide the ID figure to the Provider. What I have learned here is forbearance.

Evidence Log

Diary x 2

Log x 1 etc. etc.

Mentions:

Pennine Care, 2014 ( Pennine Care NHS Foundation Trust ) Annual Report and Accounts 2013/14

Appendixs:

Appendix 1: ( Scott Davenports Preceptorship Evidence Log – Management Accountant ( Band 4/5 ) – July 2014 to June 2015

Appendix 2: Job Description

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