Job vacancy: Finance Officer, Cardiff and Vale University Health Board, Cardiff

Job summary

Main area: Finance
Grade: Band 4
Contract: Permanent
Hours: Full time - 37.5 hours per week
Job ref: 001-AC105-0625

Employer: Cardiff and Vale University Health Board
Employer type: NHS
Site: Woodland House
Town: Cardiff
Salary: £26,928 - £29,551 per annum
Salary period: Yearly
Closing: 17/06/2025 23:59

Finance Officer

Band 4

WHO WE ARE:

Cardiff and Vale University Health Board is one of the largest Integrated Health Board in the UK, employing over 16,000 staff and providing over 100 specialist services. Serving a population of around 500,000 people living in Cardiff and the Vale of Glamorgan, we are focussed on the health and care needs of our local population whilst also working with our partners to develop regional services. Together we are committed to improving health outcomes for everyone and to delivering excellent care and support.

Our mission is “Living Well, Caring Well, Working Together”. We have recently refreshed our strategy, Shaping Our Future Wellbeing, which sets out the Health Board’s Vision for improving the health and wellbeing of the populations we serve by 2035 through the delivery of our strategic objectives; Putting People First, Providing Outstanding Quality, Delivering in the Right Places, and Acting for the Future. We have challenging times ahead, but we are confident that by tackling these challenges together, we can support people to live healthier lives and reduce the unfair differences in the prevalence of illness and health outcomes we see in our communities today. We aspire to deliver outstanding care and treatment for people when they need it, where they need it; care that compares well with the best in the world, but to do so, we need to transform how we deliver services over the next decade and beyond.

We are a values-driven organisation and out goals will only be realised if our values are at the heart of everything we do. Created by colleagues, patients and their families and carers, our values are:

· We are kind and caring

· We are respectful

· We have trust and integrity

· We take personal responsibility

OUR REGION:

Wales has much to offer with miles of stunning coastline, UNESCO world heritage sites and beautiful countryside. Cardiff, the thriving Welsh capital, has something for everyone. It is a fantastic city to live and work in with an abundance of sports, arts and cultural attractions. Situated to the west of Cardiff, the Vale of Glamorgan offers a combination of beautiful Welsh countryside and a dramatic natural coastline, as well as charming towns including Penarth and Cowbridge. Those seeking more culture may find themselves drawn to the National Museum, St Fagan’s Museum of Welsh Life or the Millennium Centre, home of the Welsh National Opera. Whether city life or rural living, Cardiff and the Vale offers the best of both worlds.

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

You will be able to find a full Job description and Person Specification attached within the supporting documents or please click "Apply now" to view in Trac

JOB PURPOSE

¨ Undertake a broad range of financial tasks which enable accurate, comprehensive financial data to be processed through the Oracle ledger system.

¨ Provide support to Clinical Boards to ensure financial information is both timely and robust and reflects the ongoing financial risks faced and opportunities available.

¨ To fulfil the vision of being a catalyst for change and continue to promote, develop and implement new ways of working.

¨ To centralise management accounts transactional tasks ensuring consistency is applied across the UHB.

¨ Through centralisation undertake best practice reviews to ensure efficiency is applied and maintained across all transactional tasks.

¨ To provide financial reporting information across the UHB for a wide variety of stakeholders using the Business Intelligence tools available.

¨ To respond to queries and provide advice on financial performance, accounting standards and financial controls within the UHB. This may involve communicating sensitive, complex or contentious information to both finance and non-finance staff.

¨ To ensure robust controls are in place for all aspects of the general ledger.

¨ To provide support to and develop Corporate Financial Management – Resource management systems

DUTIES AND RESPONSIBILITIES:

1. Financial Reporting

· To be responsible for the completion of key month end activities ensuring accuracy of the financial position e.g. maintaining a monthly checklist of all routine adjustments such as expenditure accruals and prepayments.

· Maintenance of a periodic income register to ensure all income due is billed on a timely basis using standardised templates to enable automated processing.

· To analyse and check staffing expenditure preparing journals to transfer costs to accurately reflect the monthly financial position working with Workforce information and budget holders to ensure that information is maintained in establishment control systems and payroll.

· Prepare and input monthly expenditure and budget journals to ensure Directorate(s) financial reports accurately reflect the financial position for the period.

· Responding to ad-hoc requests for financial information, investigating and resolving finance queries, liaising with directorate and corporate accountants and external customers as required ensuring that directorates meet their financial duties. This could require utilisation of the UHB’s finance reporting tools: Oracle Discoverer, Qlikview and Report Manager.

· To manipulate and extract financial information received from various data sources within Clinical Boards to allow for cross charges between Clinical Boards to take place. This information can be received in many formats and will require excellent Microsoft Excel and Access skills to transform the data to be processed through to the general ledger.

· To provide Clinical boards with weekly bank and agency information using standard templates ensuring accuracy and completeness of input and analysing data for the production of scorecards.

· To work with external stakeholders to ensure sufficient supporting information is provided to allow for cross recharging across the UHB for items such as interpreter and translation fees, taxis and mobile phone charges.

· Input and process petty cash claims on to the general ledger using information provided by the Cashiers department.

· To schedule and extract month end report information from the General Ledger using Oracle Discoverer to distribute information across the UHB relating to income, expenditure and budgets for both finance and non-finance staff.

· To utilise and provide finance information from UHB systems such as ESR Discoverer and Roster-Pro for staff related costs, UHB’s data warehouse for activity information.

2. Service Improvement and Efficiency

· Continual review and best practice of tasks allocated in the Corporate Financial Management – Resource Management checklist to ensure processes are carried out in a cost effective manner and are adding value.

· To assist in the completion of project work as assigned by the Corporate Financial Management – Resource Management which contributes to the furtherance of the modernisation objectives of the Corporate Financial Management – Resource Management reviewing areas of best practice relating to income, pay and non pay tasks.

· To contribute ideas for continual improvements, proposing changes to working practices within team meetings and supporting the Finance Department’s operational plan.

3. Professional Finance and Governance

· To maintain and review procedures ensuring best practise is achieved and compliance is made in accordance with relevant accounting standards.

· To ensure that general ledger financial controls are adhered to as instructed by the Finance Reporting Accountant and Corporate Financial Management – Resource Management Team Management.

· To support the UHB year-end accounts process to ensure the accurate and timely closure and audit of the UHB final accounts.

4. General / Partnership Working / Human Resource Management

· To liaise with Accounts Payable and Accounts Receivable teams to highlight and correct supply chain and income issues, ensuring the accuracy of the general ledger.

· To support the development of financial awareness within the directorates which will involve the provision of training where appropriate

· Administrative duties as required for the shared & devolved teams e.g. file management, telephone queries, ordering etc.

· To feedback regularly to team meetings on progress and ideas for developments.

Person specification

Qualifications

Essential criteria

Experience and or knowledge of financial procedures and techniques

Desirable criteria

Experience and or knowledge of financial procedures and techniques equivalent to AAT qualified at Technician Level

Experience

Essential criteria

Knowledge of financial and accounting procedures.

Desirable criteria

Ability to develop and maintain good relationships, with a highly developed sense of customer awareness, and the ability to communicate effectively with a diverse range of specialists.
Knowledge of financial aspects of NHS legislation and NHS finance policies
Experience of dealing with major change and developing solutions.

Personal Attributes & Skills

Essential criteria

IT literate with practical computer application skills covering Microsoft products including advanced level of Excel spreadsheets
Ability to work autonomously or as a member of a team
Ability to work on a number of tasks simultaneously and produce high quality work within tight deadlines
Good and well developed presentation negotiation and facilitation skills
Demonstrate a high degree of motivation

Desirable criteria

Enthusiastic and persuasive

MANAGING YOUR APPLICATION:

We are committed to promoting inclusion, where all staff have a sense of belonging. We welcome applications from everyone and recognise the need for our workforce to represent the diversity of the population we serve. We value our differences and fully advocate, cultivate and support an inclusive working environment where staff treat one another with dignity and respect and where diversity is celebrated. We aim to create a working environment where every individual can fulfil their potential no matter their disability, sex, gender identity, race, sexual orientation, age, religion or belief, pregnancy and maternity or marriage and civil partnership status. We are keen to break down barriers in the UHB, and encourage applications from under-represented groups.

Applicants are invited to apply in Welsh. Any application submitted in Welsh will not be treated less favourably than an application made in English.

The UHB reserves the right to close this vacancy after 24 hours if a large number of suitable applications are received. Therefore, we encourage early applications to ensure consideration for this post.

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

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.