Job Description

Financial Management:

To undertake routine monthly analysis of budget variances, provide written explanation of variances and initiate corrective action, as required. To support with financial models appropriate to the regular provision of forecasts. To act as first point of contract for financial queries and advice for budget holders. To provide support and assistance to the Finance Manager and Business Partner on business cases and specific finance projects.



To provide ad-hoc Financial Management data and analysis to staff within the organisation utilising the necessary techniques or software tools where appropriate. Version January 2025 To present complex information, financial updates and reports to a range of managers within the Trust in relation to activity, income, workforce and expenditure. Respond to requests for performance information and advice, which will often involve negotiating with information providers over timescales and providing support tointerpret and use the information. To assist the Business Partner in the preparation and production of performance information to meet reporting/commissioner requirements, including monthly PFRreturns, annual planning submissions and benchmarking information.



Collate and analyse activity, workforce and financial trends in a format that is userfriendly to both Finance and Non-finance managers. Support with preparation of Trust reporting and external reporting submissions analysis and preparation of adhoc information as required. Other: Use own initiative to prioritise daily workload in order to meet financial deadlines both internal and external. Actively participate in team meetings, making suggestions for service improvement both within the Finance team and relating to the Trust in general.



Review, prepare and update procedure notes relating to the tasks of the role in light of changing legislation, guidance, system developments or Trust policies. Assist in the development of strong team relationships and relationships with key stakeholders across the organisation. Project a professional and helpful image. Flexible and aware of competing priorities.



Willing to personally develop skills and knowledge.