Detailed job description and main responsibilities

Communication
•    Provide complex financial information and analysis, producing reports and ensuring
that all systems and processes are up to date and accurate in order to assist with the
various year-end accounting activities.
•    Training and providing complex advice and information on a regular basis to new and
existing budget holders in financial matters. Some of these budget holders will have
little or no previous experience of financial matters and will have quite significant
financial responsibilities.
Attend meetings in support of the Financial Management Reporting team as required.

Analytical and Planning
•    Preparing, calculating, planning and monitoring complex information (using Excel
spreadsheets and other software), ensuring the accurate input of data and coding of
transactions.
•    Calculating and producing costings for speciality-based budget holder developments,
advising budget holders in a clear and concise manner without the use of financial
jargon.
•    Reconciling income and expenditure accounts to appropriate systems and
identifying, investigating and if necessary, correcting items of discrepancy.
Investigating expenditure and income financial codes, preparing variance, trend and
forecasting analysis, assisting in proposing suggested courses of action to budget
holders and making corrections once authorised.
•    Planning, overseeing and co-ordinating the production of complex monthly financial
reports to an agreed timetable.
•    Identifying for a range of expenditure and income codes, at period and year end, any
accruals and prepayments that are necessary, completing journals and input into the
appropriate financial systems/spreadsheets.
Policy and Service Development
•    Support financial planning and implementation to achieve the objectives in the Trust
and Site/Department Annual Plans.
•    Provide financial support and advice on complex business cases and value for
money exercises.
•    Make suggestions on how to improve the processes, procedures, working practices,
policies and management within the department and ensure that all duties are carried out in accordance with Trust SFIs and Financial Procedures.
•    Assist in the development of Cost Improvement Plans with relevant budget holders and the associated analysis and support.
•    Assist with financial planning of Site/Department where income issues are identified

Information Resources
•    To comply with the requirements of the Data Protection Act regarding the
confidentiality of personal and patient information
•    To undertake any other duties as required which are consistent with the grade and nature of the post. To promote the professional standards set by the Finance Directorate management team and lead by example.
•    To develop the professional financial service delivered to the Site/Departments and
implement any recommendations from the Trust Board to further enhance the
delivery of financial advice and support.
•    To ensure all local and communal processes and procedures within financial
management are fully documented and review for updates regularly.
•    To make recommendations on improving financial control within the
Site/Departments and Trust and if approved to support implementation and
monitoring of new practice. To recommend improvements and changes to local
working practices.
•    This job profile is not a definitive or exhaustive list of responsibilities but identifies the key responsibilities and tasks of the post holder. The specific objectives of the post holder will be subject to review as part of the Appraisal and Development Plan
process.
•    This job profile is not a definitive or exhaustive list of responsibilities but identifies the key responsibilities and tasks of the post holder.
•    The post holder will be expected to perform any other duties or responsibilities as assigned by management, within scope of the role.

Key Working Relationships
•    Internal: Finance Directorate staff, Executive Directors, Managing Directors, Divisional General Managers/Clinical Directors and senior departmental managers, budget holders.
•    External – Finance staff in Trusts/ ICB’s/ NHSE/ Department of Health, Internal and External Audit