Financial Planning Expert

1 day ago


Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full time
Financial Planning and Performance Accountant Role

We are seeking an experienced Financial Planning and Performance Accountant to join our corporate finance team at University Hospitals Bristol and Weston NHS Foundation Trust. The ideal candidate will have a strong background in financial management, with experience of working in an NHS environment.

This is a challenging role that requires excellent analytical and numeracy skills, as well as the ability to communicate complex financial information effectively. The successful candidate will be responsible for assisting the Head of Financial Planning & Performance (HoFPP) and the Head of Strategic Finance (HoSF) on key tasks including;

  • Developing and maintaining the Trust's annual and medium-term revenue plan, forecasting models and relevant supporting information.
  • Internal and external Trust financial reporting to set timescales.
  • Providing a pro-active management accounting service to the division of Trust Services including preparing monthly accounts, analysis of the financial position, budgeting and providing relevant financial advice.
  • Financial assessment/appraisal of service developments and transfers.
  • Financial input into corporate projects and business cases.

The post holder is required to line manage a Management Accountant.

Key Responsibilities

Assisting the Head of Financial Planning & Performance (HoFPP) and the Head of Strategic Finance (HoSF) on key tasks including:

  • Developing and maintaining the Trust's annual and medium-term revenue plan, forecasting models and relevant supporting information.
  • Internal and external Trust financial reporting to set timescales.
  • Providing a pro-active management accounting service to the division of Trust Services including preparing monthly accounts, analysis of the financial position, budgeting and providing relevant financial advice.
  • Financial assessment/appraisal of service developments and transfers.
  • Financial input into corporate projects and business cases.

The post holder is required to line manage a Management Accountant.

Requirements

To be successful in this role you will need to have:

  • Educated to degree level or equivalent work experience.
  • Professional CCAB or CIMA accountancy qualification & valid membership.
  • Leadership and management development training.
  • Evidence of recent CPD relating to NHS finance.
  • Foundation level qualification for the HM Treasury Building Better Business Cases.

You will also need to have experience of:

  • Financial management in an NHS environment.
  • Maintaining, developing and operating complex financial models including a full technical understanding of the primary financial statements and their relationship and inter-dependency.
  • Well-developed computer literacy including ability to use excel to an advanced level.
  • Producing Board-level corporate financial reports and information.
  • Resolving problems in a large, complex, financial environment.
  • Working with non-financial managers to provide financial information and advice.
  • Developing and delivering long term financial and operational efficiency programmes.
  • Managing a small team.

Salary: £53,755 - £60,504 per annum, depending on experience.

We offer a competitive salary and benefits package, as well as opportunities for career development and progression. If you are a motivated and enthusiastic individual who is passionate about delivering high-quality financial services, we would welcome your application.



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