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Job summary

Main area
Finance
Grade
NHS AfC: Band 7
Contract
7 months (Fixed Term Contract to 31/03/2026)
Hours
  • Full time
  • Flexible working
37.5 hours per week (Include remote working)
Job ref
260-TP-970
Employer
Tavistock and Portman NHS Foundation Trust
Employer type
NHS
Site
Tavistock Centre/Hybrid Working
Town
London
Salary
£56,276 - £63,176 Per annum inclusive of Inner London HCAS
Salary period
Yearly
Closing
24/08/2025 23:59

Employer heading

Tavistock and Portman NHS Foundation Trust logo

Finance Manager - Income

NHS AfC: Band 7

It is a condition of this employment that you must live in and remain a resident of the United Kingdom during your employment with the Tavistock and Portman NHS Foundation Trust.

 

Covid-19 Vaccination

Getting vaccinated, and getting a booster, remains the best defence against COVID-19.
We encourage and support  staff to get  COVID-19 vaccine and a booster dose as and when they are eligible. 


Please note in order to progress your application, your data will be processed by our 3rd party recruitment providers – North London Partners Shared Service, who conduct recruitment activities on behalf of The Tavistock and Portman NHS Foundation Trust

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The Tavistock and Portman NHS Foundation Trust is a specialist mental health trust with a focus on training and education alongside a full range of mental health services and psychological therapies for children and their families, young people and adults.

We are committed to improving mental health and emotional wellbeing, believing that high quality mental health services should be available for all who need them. We bring a distinctive contribution based on the importance we attach to social experience at all stages of people’s lives, and our focus on psychological and developmental approaches to the promotion of health and the prevention and treatment of mental ill health

We contribute to the pool of ideas through our own research and development, but are also committed to bringing together the best ideas of the time, old and new, from inside and out, together with the most gifted and able professionals in our fields of endeavour. We aim to share our ideas and practice through as many routes as possible.

As a Trust we aim constantly to be evolving in nature and form in relation to the environment in which we work, to ensure that our contribution remains relevant.

The Trust uses electronic new starter forms on Trac to collect personal details. Information collected is securely stored and used to set up the employee record on the ESR HR system.

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Job overview

The Finance Manager will support the Director of Finance, Deputy Director of Finance, Head of Financial Management, and the wider Finance team in delivering robust financial planning, reporting, and monitoring of the Trust’s income position. The post holder will work closely with the Finance, Contracting, and Performance teams to ensure income is accurately recorded, forecasted, and explained in line with NHS guidance and Trust contracts.

The post holder will also support central Financial Management processes as required, ensuring alignment with Trust-wide financial objectives. 

The candidate will conduct regular meetings with budget holders, assist in identifying and addressing potential risks, and work on annual budgets with the Senior Finance Team. Representing the Finance department, investigating financial inquiries, and contributing to the development of the Management Accounting and Finance function. The candidate should have a CCAB qualification or equivalent experience, a detailed understanding of accounting procedures, substantial experience in finance, and expertise in management accounting. Effective communication, analytical skills, and the ability to plan and organize activities are essential for success in this role. The candidate will also have the opportunity to deputize for the Financial Management team when necessary.

Main duties of the job

Please see the attached Job Description and Person Specification for more information on the role requirements and duties.

Working for our organisation

THE FINANCE DEPARTMENT

The team is split by its core functions into Financial Management, Procurement, and Financial Accounting. The Trust currently outsources its general ledger functions to NHS Shared Business Services (“SBS”).

Detailed job description and main responsibilities

 

·         Support the monthly income monitoring process across Trust services.

·         Ensure income is accurately captured in the ledger and reconciled with activity data and supporting trackers.

·         Post all income journals accurately, ensuring correct coding and alignment with supporting documentation and contractual terms.

·         Perform monthly reconciliations between the ledger, income trackers, and schedules, and promptly investigate and resolve discrepancies.

·         Prepare income AOB returns, ensuring they reflect accurate positions and align with ledger entries.

·         Support completion of TAC6 and TAC7 returns in accordance with internal deadlines.

·         Support preparation of monthly income reports, forecasts, and briefings for senior colleagues.

·         Prepare variance analysis with commentary and work with Finance Business Partners to investigate and explain variances.

·         Support the preparation of the Trust’s cash flow forecast by accurately profiling expected income receipts and highlighting risks or delays in payments.

 

 

This is not an exhaustive list of duties and responsibilities. The post holder may be required to undertake other duties which fall within the grade of the job, in discussion with the Deputy Director of Finance/Head of Financial Management.

This job description will be reviewed regularly in the light of changing service requirements, and any such changes will be discussed with the post holder.

Person specification

Qualifications

Essential criteria
  • Part-qualified CCAB accountant (e.g. ACCA, CIPFA, CIMA) or equivalent experience
  • Willingness to complete full CCAB qualification
Desirable criteria
  • Degree in finance, accounting, or related field

Experience

Essential criteria
  • Relevant experience in a finance role, ideally at Senior Management Accountant level
  • Experience working in a Finance department within a complex organisation
  • Demonstrated ability to work to deadlines and manage own workload
  • Experience contributing to budgeting, forecasting, and financial reporting
  • Experience supporting or coordinating small projects or process improvements
Desirable criteria
  • Experience supporting income monitoring or working with contract or activity data
  • Experience supporting year-end audit or preparing working papers

Skills

Essential criteria
  • Strong communication skills, both verbal and written
  • Good planning and organisation abilities
  • Excellent Excel and analytical skills
  • Ability to adapt to changing priorities and meet deadlines
Desirable criteria
  • Experience working with Oracle, Business Intelligence (BI), or similar systems

Employer certification / accreditation badges

Veteran AwareApprenticeships logoNo smoking policyAge positiveInvestors in People: GoldCare quality commission - GoodMindful employer.  Being positive about mental health.Disability confident employerStonewall equality policy. Equality and justice for lesbians, gay men, bisexual and trans people.

Applicant requirements

You must have appropriate UK professional registration.

Documents to download

Apply online now

Further details / informal visits contact

Name
Assiya Power
Job title
Head of Financial Management
Email address
[email protected]
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