Job description
This is a pivotal senior finance role, leading
the production of the Trusts annual accounts and ensuring they are delivered
to the highest professional standard, in line with national and local guidance,
statutory timetables, accepted accounting standards and recognised accounting
principles. The postholder will bring clarity, pace and assurance to the
accounts process, ensuring colleagues understand their responsibilities and
that working papers are clear, consistent, well organised and ready for robust
internal and external scrutiny.
The role provides energetic leadership for
financial governance across the Trust. This includes maintaining and
strengthening the Trusts Standing Financial Instructions, Standing Orders and
Scheme of Delegation, while ensuring managers understand, apply and comply with
these arrangements in practice.
The postholder will ensure the Trusts
statutory accounts, returns and related submissions are accurate, timely and
compliant with financial, legal and regulatory requirements, interpreting
complex guidance where needed and translating it into clear action for the
organisation.
As a senior member of the Finance function, the
postholder will support the wider senior finance team, contributing
professional expertise, resilience and leadership wherever required.
Duties and Responsibilities
Communication
& Working Relationships
The postholder will be a trusted senior
adviser on highly complex, sensitive and sometimes contentious financial
accounting matters. They will provide clear, confident and well-judged advice
to the Deputy Chief Finance Officer, Associate Director of Financial Management, senior budget managers and other senior leaders, helping them
understand the financial implications of decisions and identify an
appropriate course of action.
Where required, the postholder will represent
and negotiate on behalf of the Trust with external organisations on
significant cost areas, bringing a constructive, evidence-based and
commercially aware approach to complex discussions.
The postholder will present and explain
complex financial accounting issues to finance and non-finance audiences,
adapting language and style so that technical information is accessible,
relevant and capable of supporting effective decision-making.
The role will also support Trust Directors
and senior managers in identifying opportunities to reduce waste, improve
value and strengthen the Trusts cost improvement programme. This may involve
navigating sensitive or contentious issues with professionalism, tact and a
clear focus on sustainability and service impact.
Planning
& Organisation
Lead the planning, preparation and completion of statutory
NHS accounts and returns, ensuring delivery in line with national timetables,
legal requirements, IFRS and Department of Health and Social Care guidance. The
postholder will produce and interpret high-quality financial reports for the
Board, NHS England and other external stakeholders, recognising that these
outputs will be subject to audit and publication within the annual report.
Oversee the Trusts achievement of key financial accounting
and cash-related targets, including the External Financing Limit and planning
processes associated with the Target Return.
Lead the management of the Trusts charitable funds,
including planning, preparing and completing statutory accounts and ensuring
accurate submission to the Charity Commission.
Provide strategic oversight of the Trusts cash management
function, including accounts payable, accounts receivable, credit control,
banking arrangements and relevant transparency reporting.
Manage Trust purchase cards and treasury management
arrangements, ensuring robust control, appropriate use and clear
accountability.
Ensure effective financial systems are in place to support
strong financial control across the Trust, integrating with wider systems and
meeting the needs of internal and external users. The postholder will review,
recommend and lead improvements in response to changing organisational
requirements.
Lead and performance-manage the financial accounting,
charitable funds, cash management and financial systems teams, including
workforce planning, appraisals, recruitment, job description development,
feedback, coaching and, where necessary, counselling or disciplinary processes.
Coordinate the preparation of plans, monitoring returns and
submissions to the Department of Health and Social Care and NHS England,
ensuring quality, consistency and timely delivery.
Act as the Trusts point of contact for insurance, VAT and
banking arrangements, providing clear technical advice and maintaining
effective external relationships.
Maintain current knowledge of legal, professional and NHS
financial reporting requirements, interpreting standards and guidance, advising
colleagues up to Board level and supporting sound judgements where opinions may
differ.
Advise finance and non-finance colleagues on financial and
IT matters, using clear, accessible language to build confidence, understanding
and compliance.
Provide cover and senior finance leadership across the wider
Finance team as required, contributing flexibly to organisational priorities.
Maintain and develop professional, management and technical
skills through training and continuing professional development.
Provide technical financial advice and support on capital
matters, ensuring appropriate accounting treatment and governance.
Responsibility for Patient/Client Care, Treatment
& Therapy
Although this is not a direct patient care
role, the postholder may occasionally respond to queries from patients or
service users on general financial matters, doing so with professionalism,
clarity and sensitivity.
Policy,
Service, Research & Development Responsibility
The postholder will lead the review and
updating of the Trusts Standing Orders, Standing Financial Instructions and
Scheme of Delegation, ensuring these remain current, practical and aligned to
statutory and NHS requirements.
They will develop financial policies and
processes for implementation across the Trust, interpreting internal,
external and DHSC requirements and assessing the impact of national policy on
the Trusts financial operations.
A key part of the role is to oversee and
communicate financial procedures across the organisation, ensuring the Trust
has a robust, understood and consistently applied financial operating
framework.
The postholder will undertake surveys, audits
and reviews where these support improvement in financial accounting services,
strengthening controls, efficiency and user experience.
They will ensure the Trust is alerted to
changes in financial accounting and reporting requirements, advising on the
implications and recommending clear, timely and proportionate action.
Responsibility
for Finance, Equipment & Other Resources
The postholder is responsible for assessing,
managing and advising on the Trusts working capital requirement, currently
around £8.0m, ensuring associated arrangements are planned, controlled and
aligned with the Trusts financial strategy.
On behalf of the Trust, the postholder will
organise any borrowing requirements needed to support financial resilience,
ensuring decisions are properly evidenced, governed and communicated.
Responsibility for Supervision, Leadership &
Management
The postholder will provide confident
day-to-day leadership for the financial accounting, charitable funds and cash
management teams. This includes direct line management of a Band 7 post, who
has operational responsibility for team members including Band 5, Band 3 and
apprentice colleagues. The role will support recruitment, appraisal,
training, delegation, performance management and, where required,
disciplinary arrangements.
As part of the senior finance team, the
postholder will actively contribute to improving the overall performance,
capability and reputation of the Finance function, modelling professionalism,
curiosity, accountability and a commitment to continuous improvement.
Information
Resources & Administrative Duties
On an ongoing basis, the postholder will
review, adapt and design financial systems and administrative processes
within financial accounting functions, ensuring they enhance team
performance, strengthen financial control and support the wider Trust to work
efficiently and confidently.
Job description
Job responsibilities
This is a pivotal senior finance role, leading
the production of the Trusts annual accounts and ensuring they are delivered
to the highest professional standard, in line with national and local guidance,
statutory timetables, accepted accounting standards and recognised accounting
principles. The postholder will bring clarity, pace and assurance to the
accounts process, ensuring colleagues understand their responsibilities and
that working papers are clear, consistent, well organised and ready for robust
internal and external scrutiny.
The role provides energetic leadership for
financial governance across the Trust. This includes maintaining and
strengthening the Trusts Standing Financial Instructions, Standing Orders and
Scheme of Delegation, while ensuring managers understand, apply and comply with
these arrangements in practice.
The postholder will ensure the Trusts
statutory accounts, returns and related submissions are accurate, timely and
compliant with financial, legal and regulatory requirements, interpreting
complex guidance where needed and translating it into clear action for the
organisation.
As a senior member of the Finance function, the
postholder will support the wider senior finance team, contributing
professional expertise, resilience and leadership wherever required.
Duties and Responsibilities
Communication
& Working Relationships
The postholder will be a trusted senior
adviser on highly complex, sensitive and sometimes contentious financial
accounting matters. They will provide clear, confident and well-judged advice
to the Deputy Chief Finance Officer, Associate Director of Financial Management, senior budget managers and other senior leaders, helping them
understand the financial implications of decisions and identify an
appropriate course of action.
Where required, the postholder will represent
and negotiate on behalf of the Trust with external organisations on
significant cost areas, bringing a constructive, evidence-based and
commercially aware approach to complex discussions.
The postholder will present and explain
complex financial accounting issues to finance and non-finance audiences,
adapting language and style so that technical information is accessible,
relevant and capable of supporting effective decision-making.
The role will also support Trust Directors
and senior managers in identifying opportunities to reduce waste, improve
value and strengthen the Trusts cost improvement programme. This may involve
navigating sensitive or contentious issues with professionalism, tact and a
clear focus on sustainability and service impact.
Planning
& Organisation
Lead the planning, preparation and completion of statutory
NHS accounts and returns, ensuring delivery in line with national timetables,
legal requirements, IFRS and Department of Health and Social Care guidance. The
postholder will produce and interpret high-quality financial reports for the
Board, NHS England and other external stakeholders, recognising that these
outputs will be subject to audit and publication within the annual report.
Oversee the Trusts achievement of key financial accounting
and cash-related targets, including the External Financing Limit and planning
processes associated with the Target Return.
Lead the management of the Trusts charitable funds,
including planning, preparing and completing statutory accounts and ensuring
accurate submission to the Charity Commission.
Provide strategic oversight of the Trusts cash management
function, including accounts payable, accounts receivable, credit control,
banking arrangements and relevant transparency reporting.
Manage Trust purchase cards and treasury management
arrangements, ensuring robust control, appropriate use and clear
accountability.
Ensure effective financial systems are in place to support
strong financial control across the Trust, integrating with wider systems and
meeting the needs of internal and external users. The postholder will review,
recommend and lead improvements in response to changing organisational
requirements.
Lead and performance-manage the financial accounting,
charitable funds, cash management and financial systems teams, including
workforce planning, appraisals, recruitment, job description development,
feedback, coaching and, where necessary, counselling or disciplinary processes.
Coordinate the preparation of plans, monitoring returns and
submissions to the Department of Health and Social Care and NHS England,
ensuring quality, consistency and timely delivery.
Act as the Trusts point of contact for insurance, VAT and
banking arrangements, providing clear technical advice and maintaining
effective external relationships.
Maintain current knowledge of legal, professional and NHS
financial reporting requirements, interpreting standards and guidance, advising
colleagues up to Board level and supporting sound judgements where opinions may
differ.
Advise finance and non-finance colleagues on financial and
IT matters, using clear, accessible language to build confidence, understanding
and compliance.
Provide cover and senior finance leadership across the wider
Finance team as required, contributing flexibly to organisational priorities.
Maintain and develop professional, management and technical
skills through training and continuing professional development.
Provide technical financial advice and support on capital
matters, ensuring appropriate accounting treatment and governance.
Responsibility for Patient/Client Care, Treatment
& Therapy
Although this is not a direct patient care
role, the postholder may occasionally respond to queries from patients or
service users on general financial matters, doing so with professionalism,
clarity and sensitivity.
Policy,
Service, Research & Development Responsibility
The postholder will lead the review and
updating of the Trusts Standing Orders, Standing Financial Instructions and
Scheme of Delegation, ensuring these remain current, practical and aligned to
statutory and NHS requirements.
They will develop financial policies and
processes for implementation across the Trust, interpreting internal,
external and DHSC requirements and assessing the impact of national policy on
the Trusts financial operations.
A key part of the role is to oversee and
communicate financial procedures across the organisation, ensuring the Trust
has a robust, understood and consistently applied financial operating
framework.
The postholder will undertake surveys, audits
and reviews where these support improvement in financial accounting services,
strengthening controls, efficiency and user experience.
They will ensure the Trust is alerted to
changes in financial accounting and reporting requirements, advising on the
implications and recommending clear, timely and proportionate action.
Responsibility
for Finance, Equipment & Other Resources
The postholder is responsible for assessing,
managing and advising on the Trusts working capital requirement, currently
around £8.0m, ensuring associated arrangements are planned, controlled and
aligned with the Trusts financial strategy.
On behalf of the Trust, the postholder will
organise any borrowing requirements needed to support financial resilience,
ensuring decisions are properly evidenced, governed and communicated.
Responsibility for Supervision, Leadership &
Management
The postholder will provide confident
day-to-day leadership for the financial accounting, charitable funds and cash
management teams. This includes direct line management of a Band 7 post, who
has operational responsibility for team members including Band 5, Band 3 and
apprentice colleagues. The role will support recruitment, appraisal,
training, delegation, performance management and, where required,
disciplinary arrangements.
As part of the senior finance team, the
postholder will actively contribute to improving the overall performance,
capability and reputation of the Finance function, modelling professionalism,
curiosity, accountability and a commitment to continuous improvement.
Information
Resources & Administrative Duties
On an ongoing basis, the postholder will
review, adapt and design financial systems and administrative processes
within financial accounting functions, ensuring they enhance team
performance, strengthen financial control and support the wider Trust to work
efficiently and confidently.