Detailed job description and main responsibilities

•    Lead the development of a 5 year integrated income, expenditure, workforce, activity and capacity plan for the Division. This will include planning for Key Performance Indicators.

•    Ensure that datasets required for the production of the 5 year plan are uploaded accurately within the Trust’s finance system.

•    Co-ordinate the development of a monthly forecast for income, expenditure, workforce, activity and capacity.

•    Prepare detailed bridging statements reconciling year on year performance and validating key movements.
•    Maintain a detailed schedule of “normalising adjustments” to ensure the underlying trend analysis and year on year comparison can be clearly reported.
•    Identify financial risks and produce a downside financial plan and identify mitigations.
•    Lead the development of activity based costing as the basis for planning direct cost budgets and forecasts.
•    Represent the finance department and board sub committees as required.

2.    Reporting

•    Undertake a comprehensive analytical review of monthly, quarterly and annual historical and forecast reports to ensure the veracity of information and highlight and substantiate key issues.

•    Provide an executive reporting pack for Division Board and Trust Committees to ensure that key financial issues are clearly and professionally presented in a format which is tailored to the recipients.

•    Work with the Information team to maintain and develop a suite of Tableau business intelligence applications to support the Division in detailed analysis and discovery of business issues.
•    Develop a collaborative and visual style of presenting financial and business information to Divisional Colleagues.
•     Provide a segmented analysis of Division performance distinguishing between Clinical activity, Research & Development, Education & Training and other trading activities.
•    Provide cover for the Director of Financial Performance on a rotational basis for the final sign-off of Divisional and non Clinical Directorate financial reports and plans
•    Lease with internal and external audit as required
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3.    Productivity & Efficiency

•    Lead the planning and reporting of the Cost Improvement Programme (CIP) for the Division.
•    Reconcile CIP delivery with year on year comparisons and distinguish between cost avoidance, cost reduction, income generation and increased use of capacity.
•    Develop and maintain benchmark information.
•    Promote a culture of innovation and productivity and discourage an incremental and budget focused approach for CIP planning.
•    Take a lead of the benchmarking of services to allow productivity opportunities to be identified and delivered
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4.    Expert Advice & Training

•    Provide expert advice to the Division on any change in local or external policy, legislative changes or opportunities and risks that may have an impact on the Division’s financial performance
•    Research and network effectively to ensure the postholder’s knowledge and awareness of the impact of local and external policy changes and opportunities and risks is maximized
•    Provide a comprehensive training programme across all areas of financial and business activities tailored to the requirements of Divisional colleagues
•    Take a lead on elements of the Trust’s financial management training programme for non-finance staff including the design of training material and facilitation and presentation at training event
•    Design and deliver bespoke training sessions within the division and/or Trust wide, as training needs are identified. 

5.    Clinical Engagement
•    Promote a modern and collaborative approach to engaging clinicians in financial management.
•    Work collaboratively with clinicians using the Patient Level Costing to support the development of effective and efficient clinical pathways.