Financial Planning and Performance Accountant
Band 8a
Main area: Finance Grade: Band 8a Contract: Permanent Hours: Full time - 37.5 hours per week Job ref: 387-TS-6956-IB Site: Trust Headquarters Town: Bristol Salary: £53,755 - £60,504 pa pro rata Salary period: Yearly Closing: 07/01/2025 23:59 As an organisation, we recognise the value of a healthy work-life balance. When applying, speak to us about how we might be able to accommodate flexible working, so your work life fits around your home life. Are you a CCAB qualified accountant looking for the next step in your career? Do you have NHS financial management experience? Would you like an exciting and diverse development opportunity working in a forward-thinking finance team? If the answer is yes, then come and join us as a Financial Planning and Performance Accountant at University Hospitals Bristol and Weston NHS Foundation Trust! This varied role is an integral part of the corporate finance team, providing support for the Trust’s financial planning, reporting, and performance function, alongside delivering a high-quality financial management service for the division of Trust Services. You will develop effective working relationships with a range of stakeholders across the divisional and corporate teams providing financial information, support, and advice demonstrating an understanding of the key financial issues. Applying an understanding of NHS finance and accounting regime, you will assist in co-ordinating, maintaining, and producing a variety of information to inform and support delivery of the Trust’s financial planning and reporting requirements. To be successful in this role you will need to have excellent analytical and numeracy skills with well-developed computer literacy, be a good communicator, and be able to effectively manage priorities and deadlines. Main duties of the job
You 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. Person specification
Qualifications and Training
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 Knowledge and Experience
Experience of financial management in an NHS environment Experience of maintaining, developing and operating complex financial models Well-developed computer literacy including ability to use excel to an advanced level Experience in a highly complex secondary and tertiary acute healthcare environment Experience of producing Board-level corporate financial reports and information Experience of resolving problems in a large, complex financial environment Working with non-financial managers to provide financial information and advice Knowledge and experience of producing business cases in accordance with the Building Better Business requirements Experience of developing and delivering long-term financial and operational efficiency programmes Experience of managing a small team Skills and Abilities
Excellent analytical and numeracy skills Good collaboration and negotiation skills Excellent communication, interpersonal, and presentation skills Ability to analyse and interpret complex financial information Ability to communicate effectively with colleagues and customers from non-financial backgrounds Ability to resolve problems in a large, complex financial environment Proven ability to meet deadlines and work under pressure Ability to manage, motivate and develop an effective Team Ability to effectively manage priorities and deadlines High level of computer literacy; advanced keyboard skills able to use information systems and programmes for analysis and planning We hope that you will decide to join us and become part of this exciting journey, helping us to shape our future together. IMPORTANT: Please note that if you apply for a position with this Trust, you may be contacted via Trac or via email. This includes invites for job interviews. We therefore recommend that you regularly check your Trac account and email accounts. Due to the high number of applications that are received for some posts we may close this vacancy before the advertised closing date. Therefore, please apply for this post as soon as you can if you are interested and you meet the requirements of the Person Specification. Only those candidates who clearly demonstrate how they meet the person specification will be shortlisted for this job. Employer certification / accreditation badges
You must have appropriate UK professional registration. Name: Katie Williams Job title: Head of Financial Planning and Performance Email address: katie.williams2@uhbw.nhs.uk
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Band 8a
Main area: Finance Grade: Band 8a Contract: Permanent Hours: Full time - 37.5 hours per week Job ref: 387-TS-6956-IB Site: Trust Headquarters Town: Bristol Salary: £53,755 - £60,504 pa pro rata Salary period: Yearly Closing: 07/01/2025 23:59 As an organisation, we recognise the value of a healthy work-life balance. When applying, speak to us about how we might be able to accommodate flexible working, so your work life fits around your home life. Are you a CCAB qualified accountant looking for the next step in your career? Do you have NHS financial management experience? Would you like an exciting and diverse development opportunity working in a forward-thinking finance team? If the answer is yes, then come and join us as a Financial Planning and Performance Accountant at University Hospitals Bristol and Weston NHS Foundation Trust! This varied role is an integral part of the corporate finance team, providing support for the Trust’s financial planning, reporting, and performance function, alongside delivering a high-quality financial management service for the division of Trust Services. You will develop effective working relationships with a range of stakeholders across the divisional and corporate teams providing financial information, support, and advice demonstrating an understanding of the key financial issues. Applying an understanding of NHS finance and accounting regime, you will assist in co-ordinating, maintaining, and producing a variety of information to inform and support delivery of the Trust’s financial planning and reporting requirements. To be successful in this role you will need to have excellent analytical and numeracy skills with well-developed computer literacy, be a good communicator, and be able to effectively manage priorities and deadlines. Main duties of the job
You 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. Person specification
Qualifications and Training
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 Knowledge and Experience
Experience of financial management in an NHS environment Experience of maintaining, developing and operating complex financial models Well-developed computer literacy including ability to use excel to an advanced level Experience in a highly complex secondary and tertiary acute healthcare environment Experience of producing Board-level corporate financial reports and information Experience of resolving problems in a large, complex financial environment Working with non-financial managers to provide financial information and advice Knowledge and experience of producing business cases in accordance with the Building Better Business requirements Experience of developing and delivering long-term financial and operational efficiency programmes Experience of managing a small team Skills and Abilities
Excellent analytical and numeracy skills Good collaboration and negotiation skills Excellent communication, interpersonal, and presentation skills Ability to analyse and interpret complex financial information Ability to communicate effectively with colleagues and customers from non-financial backgrounds Ability to resolve problems in a large, complex financial environment Proven ability to meet deadlines and work under pressure Ability to manage, motivate and develop an effective Team Ability to effectively manage priorities and deadlines High level of computer literacy; advanced keyboard skills able to use information systems and programmes for analysis and planning We hope that you will decide to join us and become part of this exciting journey, helping us to shape our future together. IMPORTANT: Please note that if you apply for a position with this Trust, you may be contacted via Trac or via email. This includes invites for job interviews. We therefore recommend that you regularly check your Trac account and email accounts. Due to the high number of applications that are received for some posts we may close this vacancy before the advertised closing date. Therefore, please apply for this post as soon as you can if you are interested and you meet the requirements of the Person Specification. Only those candidates who clearly demonstrate how they meet the person specification will be shortlisted for this job. Employer certification / accreditation badges
You must have appropriate UK professional registration. Name: Katie Williams Job title: Head of Financial Planning and Performance Email address: katie.williams2@uhbw.nhs.uk
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