Morgan Law - Recruitment Consultancy

Job Description

Post Title:

Finance Business Partner x3


Finance & Planning Directorate


8b (indicative)


£50,603 - £61,508

Responsible to:

Associate Director of Finance

Accountable to:

Director of Finance & Planning

Key Working Relationships

Other sections of the Finance Department; Executive Directors; General Managers; Information Services; Clinicians; NHSE; Directors and Senior Managers of Commissioning Bodies including CCGs & CSU’s and other external partners.

Job Summary

  • The main objectives of the Finance Department are to provide accurate financial information, which supports effective decision making and to complete statutory annual accounts and monthly returns as required. Within this, there is a key focus on customer service to ensure that managers are provided with operational tools to both monitor and evaluate their financial performance.
  • The Finance Department at CHS consists of core finance functions (contracting and costing, financial management, financial accounts and procurement).
  • There are around 70 staff within the overall finance department. Within this the Management Accounts team comprises of 14 qualified and unqualified accountants and support staff.
  • To act as a Business Partner to the clinical and non clinical directorates, delivering a first class, effective financial management service and expert advice. This will include monthly reporting to the Trust Board and Directorates through standard templates, completion of financial aspects of business cases for investment and support to identify, quantify and report QIPP, income, Service Line Reporting and ad hoc reporting.
  • To provide timely and accurate reporting of the financial position to the Assistant Director of Finance, Deputy Director of Finance, Director of Finance, Associate Directors of Operations, Associate Directors of Nursing, Clinical Leads and other members of the trust.
  • To provide support to the wider organisation to deliver operational responsibilities whilst ensuring that expenditure remains within budget. This includes providing advice, guidance and information on financial and business issues, particularly budgetary planning and control.
  • To promote a customer focussed ethos for Financial Management, and the wider financial department.
  • To line manage and contribute effectively to the appraisal and development of the directorate finance teams.

Main Duties and Responsibilities

  • To act as the principal financial advisor integrated into the management team of the Directorate/s to which the postholder is aligned, including making a significant contribution to the business planning and financial monitoring processes.
  • To produce a monthly financial position that has integrity, accuracy, analysis and contains all financial information relevant to the directorate, supporting both the Directorate and the Trust in achieving its financial objectives.
  • To produce monthly variance analysis for the Directorates so that this can be used to take corrective action where appropriate. Enable them to understand the whole financial picture, including SLR, activity and income.
  • Provide any relevant information to Senior Finance staff and Executive Directors to enable the upholding of statutory regulations, Standing Financial Instructions and Budget Holder Guide.
  • Assist and/or complete, where required, Department of Health, Trust Development Agency, and other external and internal returns.
  • To further develop cost awareness, identifying and quantifying key cost drivers and being able to model the implications of changes in activity on these.
  • Budgetary Control. To lead the annual and periodic budget setting processes in conjunction with budget holders and Assistant Director of Finance for the directorate areas, endeavouring to ensure that resultant targets (both financial and non-financial) are realistic and are fully understood by budget holders. To ensure that budgets are congruent with Trust targets and activity plan.
  • To oversee production of monthly budget statements, variance analysis and associated monthly budgetary information. This includes information such as written commentary, yearend forecast, trend analysis and projections, staff listings and the overall Trust position. This will be both for standard monthly reporting and where required for other Trust purposes.
  • To co-ordinate production of Directorate and Trust financial forecasts, using professional skill and judgement ensuring that the Clinical Directorates lead their forecasts.
  • Business Case Production, where required to provide financial input into the preparation of Directorate or Trust wide business cases, working with both financial and operational managers.
  • QIPP, to support the development and reporting of QIPP, working with Directorate managers to identify opportunities and encourage focus on efficiency and cash releasing productivity initiatives.
  • Financial Training & Support To provide advice, guidance and support to all staff on financial, and where appropriate operational, issues both formally and informally.
  • Deal with queries from Directorate staff and advise accordingly.
  • Interpret and implement, where appropriate, financial policies, procedures and budgetary controls, providing advice on remedial courses of action, identifying the financial consequences. Ensure that effective budget holder meetings are being held in line with the departments KPI’s.
  • Line Management the directorates finance team, leading the appraisal process and where necessary supporting with training and development needs.
  • Professionalism to act at all times as a representative for the Finance Directorate ensuring that the professional reputation of the Directorate is upheld.
  • Development To continually contribute to the development of financial systems to allow for the improvement of quality, timeliness, accuracy, relevancy and robustness of financial reporting, liaising as appropriate with the Systems Accountant. This includes leading on areas of the departments Finance Governance Improvement Plan.
  • Work with the whole finance team to deliver standardisation of all areas of process and development.
  • Ad-hoc duties as required there will be a number of non-routine tasks to be undertaken on an ad-hoc basis in order to assist the Assistant Director of Finance and Deputy Director of Finance.

Key Result Areas

  • Support the Assistant Director of Finance to deliver a high standard of financial management service. This will include working closely with the wider organisation to influence and support financial decisions both at an operational and strategic level. Provide timely and accurate financial reporting of the financial position. Provide support to senior management in the Directorates. This includes providing advice, guidance and information to staff on all financial issues, particularly budgetary planning, budgetary control, income and SLR. Promote a customer focussed ethos for Financial Management.


  1. To work in accordance with the Trust’s "Here for You" standards to consistently demonstrate the behaviours required to fulfil the promises we have made to the people of Croydon. These promises, developed with our patients, carers and staff help us deliver the pledges in the NHS Constitution and our own corporate objectives.

    The post-holder is required to carry out his/her role in accordance with the organisation “here for you” promises, standards and behaviours, ensuring that colleagues and the people we serve feel cared for, feel in safe hands, feel confident in their treatment, feel we value their time, and feel that our service continues to improve all the time
  2. To ensure that Croydon Healthcare Services Trust’s policies and procedures are adhered to.
  3. To have responsibility for the Health, Safety and Welfare of self and others and to comply at all times with the requirements of the Health and Safety Regulations and the Trust’s Health and Safety policies and procedures.
  4. To ensure confidentiality at all times, only releasing confidential information obtained during the course of employment to those acting in an official capacity in accordance with the provisions of the Data Protection Act and its amendments.
  5. To work in accordance with the Trust’s policies to eliminate unlawful discrimination and promote equality and diversity in the workplace. To positively promote at all times equality of opportunity in service delivery and employment in accordance with Trust policies, regardless of age, disability, race, nationality, ethnic or national origin, gender, religion, belief, sexual orientation or domestic circumstances.
  6. To adhere to the Trust Infection Control Policy, procedures and guidelines, and in particular practice strict hand hygiene at all times while carrying out clinical duties, in line with the responsibilities placed on employees by the Health Act 2006: Code of Practice for the prevention and control of healthcare associated infections (HCAIs). The prevention and control of HCAIs must be embedded into everyday clinical practice and applied consistently.
  7. To comply with the Trust’s Safe Guarding Children and Vulnerable Adults policies, procedures and protocols.  All individual members of staff (paid or unpaid) have a duty to safeguard and promote the welfare of children, young people and vulnerable adults This will require you to:
    • Ensure you are familiar with and comply with the London Child Protection Procedures and protocols for promoting and safeguarding the welfare of children and young people.
    • Ensure you are familiar and comply with the Croydon Multi Agency Safeguarding Vulnerable Adults Pan London Procedures.
    • Ensure you are familiar and comply with local protocols and systems for information sharing.
    • Know the appropriate contact numbers and required reporting lines.
    • Participate in required training and supervision.
    • Comply with required professional boundaries and codes of conduct

    • A child is someone under the age of 18 (this would include unborn children).
    • A vulnerable adult is ‘someone who is or may be in need of community care services by reason of mental or other disability, age or illness; and who is or may be unable to take care of him or herself, or unable to protect him or herself against significant harm or exploitation’ (this includes carers).

      Copies of the Protocols and Procedures are available on the Trust Intranet under Child Protection. Staff are advised on how to access the appropriate contact numbers and the Protocols and Procedures when attending Safeguarding training. Updates and revisions are notified to all staff via ‘What’s New’.
  8. To undertake such other duties as may be reasonably required from time to time as are consistent with the responsibilities of the post.

This job description is not an exhaustive document, but is a reflection of the current position. The job holder may from time to time be asked to undertake other reasonable duties. Any change will be made in discussion with the job holder in light of service needs.

Person Specification


Essential / Desirable:


Education / Qualifications


  • CCAB qualified accountant with at significant post qualification experience at a Senior level within a Healthcare Finance Department.
  • Evidence of Continuing Professional Development.
  • Postgraduate degree level education or equivalent knowledge and skills.


  • Application Form

Knowledge and Understanding


  • Advance understanding of the key operational and financial challenges facing Acute NHS Trusts.


  • Application Form
  • Interview
  • Presentation

Skills and Abilities


  • Able to analyse, compare and interpret highly complex financial and performance data using skills, knowledge and judgement.
  • Excellent communication, negotiation and strategic influencing skills.
  • Proficient in Microsoft office packages including Excel and the ability to manipulate and interrogate large databases / datasets.
  • Able to assess workload and manage resources to meet overlapping targets and objectives.


  • Significant track record of leading change through people.
  • Ability to inspire confidence and respect of others.


  • Application Form
  • Interview
  • Presentation



  • Strong negotiating, influencing and presentation skills.
  • Track record of achievements and delivering work to tight deadlines.
  • Proven track record of operating effectively at a senior level within the finance function.
  • Knowledge and understanding of Clinical systems.


  • Preparation of 3 year forecast of organisational financial plan.
  • Previous experience of financial systems development, implementation and administration.


  • Application Form
  • Interview
  • Presentation



  • Able to work collaboratively both within the Trust and the local Health Economy.
  • Able to contribute to the wider Trust agenda.
  • Ability to work proactively.
  • Team player.


  • Application Form
  • Interview

How to apply »
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Morgan Law Recruitment Consultancy
4th Floor, Clareville House
26-27 Oxendon Street, London, SW1Y 4EL

Josh Blackman
Tel: 0207 747 4936


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