Job Description

Due to the internal promotional of the current post holders an exciting opportunity has arisen to join an award winning team as a Assistant Finance Business Partner. Not only will you be an integral part of an operational divisional management team, you will also contribute to the management of the finance directorate, within University Hospitals of Morecambe Bay.
Main duties of the job
To provide information and senior support to the Finance Business Partner/Deputy Finance Business Partner to ensure that timely, accurate and relevant income, expenditure and activity reports and ad hoc analyses are produced. To develop the general ledger and other financial reporting systems, carrying out set monthly tasks, systems maintenance and ad hoc problem solving to ensure smooth and accurate running of the ledger system.
About us
Why Choose OneLSC and University Hospitals of Morecambe Bay NHS Foundation Trust:

• A vibrant, diverse, and inclusive healthcare community
• Cutting-edge facilities and technology
• Opportunities for continuous professional development
• A culture that values and recognizes your contributions

We operatefrom three main hospitals-Furness General Hospital (FGH) in Barrow, the Royal Lancaster Infirmary (RLI), and Westmorland General Hospital (WGH) in Kendal, as well as a number of community healthcare premises including Millom Hospital and GP Practice, Queen Victoria Hospital in Morecambe, andUlverstonCommunity Health Centre.
FGH and the RLI have a range of General Hospital services, with full Emergency Departments, Critical/Coronary Care units and various Consultant-led services.
WGH provides a range of General Hospital services, together with an Urgent Treatment Centre, that can help with a range of non-life threatening conditions such as broken bones and minor illnesses.
All three main hospitals provide a range of planned care including outpatients, diagnostics, therapies, day case and inpatient surgery. In addition, a range of local outreach services and diagnostics are provided from community facilities across Morecambe Bay.
Details
Date posted
10 December 2025
Pay scheme
Agenda for change
Band
Band 5
Salary
31,049 to 37,796 a year a year
Contract
Permanent
Working pattern
Full-time
Reference number
435-1LSC-UHMBT-104-25
Job locations
White Cross
South Road
Lancaster
LA1 4XQ
Job description
Job responsibilities

• Provide senior support to the FBP/DFBP in the production of income, expenditure and activity information and forecasts and support to staff and managers in the respective Care Groups includingbudget setting, budget monitoring, variance analysis and early identification of deviations from plan.
• Regular communication with Care Group management teams, budget holders, staff and managers within specific Care Group(s). There is also occasional contact with external organisations, including other NHS bodies, non-NHS organizations and external audit.
• Responsible for the dealing with Freedom of Information requests, ensuring the information is collated and sent as per the Trusts internal timetable
• Working in conjunction with the relevant FBP/DFBP, the post-holder is required to use their initiative to manage their workload and carry out the general maintenance and monthly tasks and reconciliations associated with the Trusts General Ledger Financial Computer Systems by agreed deadlines.
• Monitor performance against budget, investigating and explaining variances between budget and actual and correcting errors where required, using own initiative or obtaining advice from appropriatemanager where necessary.

Job description
Job responsibilities

• Provide senior support to the FBP/DFBP in the production of income, expenditure and activity information and forecasts and support to staff and managers in the respective Care Groups includingbudget setting, budget monitoring, variance analysis and early identification of deviations from plan.
• Regular communication with Care Group management teams, budget holders, staff and managers within specific Care Group(s). There is also occasional contact with external organisations, including other NHS bodies, non-NHS organizations and external audit.
• Responsible for the dealing with Freedom of Information requests, ensuring the information is collated and sent as per the Trusts internal timetable
• Working in conjunction with the relevant FBP/DFBP, the post-holder is required to use their initiative to manage their workload and carry out the general maintenance and monthly tasks and reconciliations associated with the Trusts General Ledger Financial Computer Systems by agreed deadlines.
• Monitor performance against budget, investigating and explaining variances between budget and actual and correcting errors where required, using own initiative or obtaining advice from appropriatemanager where necessary.

Person Specification
Education & qualifications
Essential

• AAT member or equivalent level / experience

Desirable

• Actively studying towards CCAB qualification
• ECDL or equivalentqualification

Experience
Essential

• General accounting experience and adherence to deadlines
• Experience of the financial management process
• Experience of the Trust's General Ledger Financial System

Desirable

• Management Accounts experience within the NHS

Skills
Essential

• Detailed knowledge of the functions and operation of accounting ledgers
• Strong computer literacy
• The interpersonal skills to deal with managers and other members of the finance team
• Sound written and verbal communication skills
• Extensive ability for numeric interpretation and manipulation of data
• Effective time management skills
• Ability to maintain accuracy and attention to detail, whilst working under pressure
• Ability to balance conflicting priorities, seeking advice where appropriate, and work methodically to meet deadlines
• Ability to develop good working relationships with budget holders

Desirable

• Knowledge of all basic functions of the Financial Management Division
• Advanced knowledge of the use of Microsoft Excel
• An appreciation of the overall working of the Finance Department
• Ability to design and delivery training package
• Car driver

Personal qualities
Essential

• Enthusiastic and self-motivated
• Ability to use own initiative and work well within a team
• Ability to plan own time and task management and prioritisation in order to meet agreed deadlines
• High levels of concentration needed to achieve required level of accuracy
• Understand and accept the need to maintain confidentiality
• Confidential and conscientious
• Flexible and adaptable within the working environment
• Positive approach to change and the ability to be proactive in finding improved ways of working

Desirable

• Committed to personal development

Person Specification
Education & qualifications
Essential

• AAT member or equivalent level / experience

Desirable

• Actively studying towards CCAB qualification
• ECDL or equivalentqualification

Experience
Essential

• General accounting experience and adherence to deadlines
• Experience of the financial management process
• Experience of the Trust's General Ledger Financial System

Desirable

• Management Accounts experience within the NHS

Skills
Essential

• Detailed knowledge of the functions and operation of accounting ledgers
• Strong computer literacy
• The interpersonal skills to deal with managers and other members of the finance team
• Sound written and verbal communication skills
• Extensive ability for numeric interpretation and manipulation of data
• Effective time management skills
• Ability to maintain accuracy and attention to detail, whilst working under pressure
• Ability to balance conflicting priorities, seeking advice where appropriate, and work methodically to meet deadlines
• Ability to develop good working relationships with budget holders

Desirable

• Knowledge of all basic functions of the Financial Management Division
• Advanced knowledge of the use of Microsoft Excel
• An appreciation of the overall working of the Finance Department
• Ability to design and delivery training package
• Car driver

Personal qualities
Essential

• Enthusiastic and self-motivated
• Ability to use own initiative and work well within a team
• Ability to plan own time and task management and prioritisation in order to meet agreed deadlines
• High levels of concentration needed to achieve required level of accuracy
• Understand and accept the need to maintain confidentiality
• Confidential and conscientious
• Flexible and adaptable within the working environment
• Positive approach to change and the ability to be proactive in finding improved ways of working

Desirable

• Committed to personal development

Skills Required