Job vacancy: Financial Analyst, Betsi Cadwaladr University Health Board, Abergele

Job summary

Main area: Finance - Financial Services
Grade: Band 4
Contract: Permanent
Hours: Full time - 37.5 hours per week
Job ref: 050-AC373-0625

Employer: Betsi Cadwaladr University Health Board
Employer type: NHS
Site: Abergele Hospital
Town: Abergele
Salary: £26,928 - £29,551 per annum
Salary period: Yearly
Closing: 16/06/2025 23:59

Financial Analyst

Band 4

If you relish a challenge, have a passion to help others or simply fancy a fresh start, then Betsi Cadwaladr University Health Board (BCUHB) North Wales, has all the right ingredients. The largest health organisation in Wales, providing a full range of primary, community, mental health, acute and elective hospital services for a population of around 700,000, across North Wales . Join our team and get the support you need, in line with our Organisational Values and ‘Proud to Lead’ competence framework.

Enjoy being part of working with engaged leadership at all levels, and be assured we are committed to promoting equality and diversity, and are proud to welcome applicants under the “Disability Confident Employer” scheme. We also offer a number of family-friendly benefits, including work-life balance policies.

Please check your email account regularly. Successful applicants will receive all recruitment related correspondence via the email account registered on the application form.

Applications may be submitted in Welsh. Applications submitted in Welsh will not be treated less favourably than an application submitted in English.

Please be advised that there is a temporary top up for Bands 2 and 3 to reflect the incorporation of the top up to the living wage of £12.60 per hour - £24,638 per annum.

This temporary top up will be in place until the annual pay uplift for 2025/26 is confirmed

Detailed job description and main responsibilities

To work as part of the Financial Services/ Management Account Team in the preparation, processing and monitoring of all income and expenditure in relation to a specific and named Delegated Budget within the overall Health Boards allocations of £2.3 billion, providing cover / support for other delegated Budgets as may be required.

To support the monitoring of all Budgets, ensuring compliance with standing orders, standing financial instructions and any other Health Board or Statutory accounting standards, policies and guidelines.

Discuss and respond to / deal with queries from staff, customers or suppliers, any issues in respect of any aspect of Health Board / Delegated Budget income or expenditure, including areas of potential complexity and sensitivity. Resolution requires analysis of often complicated, financial data and the interpretation and presentation of the results and recommendations for finance and non-finance staff.

Assist in the preparation of detailed service budgets (for Pay, Non-pay and income), including the processing, reconciling and control of all such budgets within the Oracle Financial Systems and general ledger

Preparation and processing of journals for inputting to the general ledger, in accordance with systems and audit controls and monthly timescales, ensuring all entries are made against to relevant and correct account codes to support monthly and annual financial performance management reporting

Calculate & prepare accounting adjustments e.g. Accruals & Prepayments for input into the general ledger as part of the monthly and annual Accounts process

To undertake monthly balancing and reconciliation of accounts / ledgers, ensuring sound audit trails are maintained.

Undertake monthly analysis of the financial performance of the Named Budgets in order to accurately project the financial position at year end, using often complex mathematical formulae to forecast year end costs

Use of Excel spreadsheets to input and manipulate financial data to calculate the financial impact of service development or change and the presentation of that financial data in the form of graphs and professional reports.

To support the search for cost savings by identifying high cost areas and suggesting alternative cost solutions, which assist the Delegated Budget Holder / Director in meeting its annual financial targets.

Ensures that budget managers receive accurate and relevant budget and exception reports within the agreed monthly and annual reporting timetables.

Liaison with external agencies, Local Authorities, Welsh Government, Shared Services, External Audit on any aspect of Budgets.

Plan own workload, as well as coordinating the work of others, to ensure all monthly and annual timescales are met, promoting excellent working relationships within and outside of Finance at all times.

Works within defined operational procedures, as well as implements existing policies and procedures and review and propose changes to departmental work practices

Person specification

Qualifications and/or Knowledge

Essential criteria

AAT Technician Level Qualification or proven equivalent experience of ability to work at this technical and professional level. NVQ Level 4 or equivalent experience

Desirable criteria

ECDL or equivalent IT qualification.

Experience

Essential criteria

Experience working within a finance environment
Experience of computerised financial managements systems and controls.
Experience of accounting, including reconciliations, controls and VAT rules and guidelines
Experience of working as part of a team
Experience of working with people outside own immediate work area in the communication of financial information e.g. analyse & report data, answer queries, telephone, email etc.

Desirable criteria

Experience of budget setting and budgetary control, including the reporting and management and implementation of corrective action.
Experience of dealing with external agencies and dealing with Audit queries and responses.

Aptitude and Abilities

Essential criteria

Knowledge of financial and computerised reporting systems (preferably Oracle).
Understand the implications of current Accounting and legislation as it affects the area of work.
Knowledge and understanding of NHS Budgets and the need to report and control these accordingly and appropriately.
The ability to effectively organise workload and work within strict deadlines.
Excellent in the use of spreadsheets and other PC-based office applications.
The ability to work as part of a team, achieving a corporate objective.
Sound communicative skills and the ability to discuss queries with colleagues and patients alike.
Ability to process, analyse and interpret complex financial data, and explain the result to non-finance staff
The ability to identify errors, resolve discrepancies and handle any problems as they arise
Ability to exercise judgement and control.

Desirable criteria

Ability to speak Welsh

Values

Essential criteria

To demonstrate the qualities needed to work as an effective team member.
To work accurately and adhere to strict deadlines.
The ability to act on own initiative without supervision, and prioritise and manage workload accordingly.
Ability to deal with sensitive and confidential issues

Other

Essential criteria

The ability to travel between finance offices for work and meetings across North Wales, and occasionally wider.

To work in the UK, all candidates who are not UK or Republic of Ireland (RoI) nationals require sponsorship to obtain either a Health and Care visa or Skilled Worker visa, unless you have permission to work via another route. Non UK / RoI candidates wishing to apply should self-assess the likelihood of obtaining a Certificate of Sponsorship by visiting Work in the UK. If you are eligible for the Health and Care visa, application costs are lower and you do not need to pay the annual Immigration Health Surcharge.