Lead Financial Strategist

2 months ago

Louth, Lincolnshire, United Kingdom Lincolnshire And District Medical Services (LADMS) Full time

Position Overview

Lincolnshire And District Medical Services (LADMS) is seeking a seasoned and proactive Lead Financial Strategist to join our dynamic team. In this pivotal role, you will meticulously manage the organization’s financial operations, formulate budgets and forecasts, generate financial reports, and oversee all monetary transactions.

As a collaborative team member, you will embody a positive and solution-oriented mindset. Your ability to convey financial information to diverse audiences will be essential. You will work independently, offering insights and solutions to challenges while developing financial protocols and procedures.

Key Responsibilities

  • Maintain precise records of financial transactions.
  • Review, authorize, and process invoices and timesheets while preparing comprehensive financial statements.
  • Conduct bank reconciliations and financial audits.
  • Develop and manage budgets for various services.
  • Evaluate and enhance the organization’s financial policies.
  • Ensure compliance with all legal and regulatory requirements.
  • Oversee payroll processing.
  • Act as a liaison for stakeholders, including suppliers, accountants, and employees.
  • Prepare necessary documentation for accountants, including tax returns and end-of-year financial reports.
  • Complete any additional tasks as requested by senior management.

About Our Organization

LADMS is a dedicated team committed to delivering exceptional and effective patient services, collaborating with various support services within the healthcare sector. We take pride in providing high-quality administrative and medical services focused on patient care in the Lincolnshire region.

Job Duties

  • Monitor and manage financial systems, including accounting software.
  • Prepare budgets for multiple operational services.
  • Authorize and execute bank payments in a timely manner.
  • Input authorized timesheets and payroll data as directed by management.
  • Address and resolve finance-related inquiries.
  • Create invoices as needed.
  • Serve as the primary contact for accountants.
  • Assist in gathering statistical data and information as required.
  • Establish and maintain organized filing and administrative systems for easy access to information.
  • Monitor and manage NHS pension schemes.

Required Skills and Knowledge

Essential

  • Strong mathematical and analytical skills.
  • Project management capabilities.
  • Proficiency in Microsoft Office applications.
  • Comprehensive understanding of accounting and financial procedures.
  • Knowledge of financial regulations and compliance.
  • Demonstrated experience in a Finance Officer or similar capacity.
  • Familiarity with financial software.
  • Excellent analytical and numerical abilities.
  • Effective time management skills.
  • High ethical standards, with the ability to handle confidential information.

Qualifications

Essential

  • A degree in Finance, Accounting, or Business Studies.
  • Two A Levels.
  • At least two GCSEs, including English and Maths.
  • BSc or AAT qualification in Finance, Accounting, or Economics.
  • Professional certification as a CFA/CPA is advantageous.

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