Job Description

We have an exciting new opportunity for a Head of Finance role at HMT to join our progressive team and support the central finance function. This role is ideal for a dynamic and inquisitive professional looking to lead our financial strategy and operations.
As the Head of Finance, you will play a pivotal role in ensuring strong performance, compliance, and sustainability within the organisation. Additionally, you will support the team on its journey toward digital transformation, enhancing our financial systems and processes.
Your responsibilities will include overseeing budgeting, forecasting, and reporting, while providing strategic insights to guide key decisions. Collaborating closely with the leadership team, you will drive growth, efficiency, and financial excellence across the organisation.
Your involvement in the digitalisation transformation will ensure that our financial practices are modern, efficient, and capable of supporting our future growth objectives
Main duties of the job
As Head of Finance, you will lead the financial strategy and operations of the organisation, ensuring strong financial performance, compliance, and long-term sustainability. Youll oversee budgeting, forecasting, reporting, and financial controls while providing strategic insights to support business decisions. Acting as a key partner to the leadership team, youll drive growth, efficiency, and financial integrity across the organisation.
About us
At the Healthcare Management Trust, we are obsessed with achieving our Vision, to be the most innovative and best quality provider of niche health and social care services. Our Purpose is, to make every contact count, ensuring every resident and patient receives the best possible experience and outcome.
We aim to provide services which value collaboration and place our residents, patients and people at the heart of all we do. We will always do the right thing for our residents, patients and people. We will be outwardly connected to the most innovative practices and service offerings in the market. We will do things differently and will be bold with our ambition to change things for the better.
We are passionate about what we do and so are our people. Bringing their most authentic selves to work and seeking joy and fun in what we do. We will deliver care and clinical interactions compassionately and tailor them to individual needs. We achieve this by living our business Values each and every day:

• We are caring
• We are enterprising
• We are resourceful
• We are authentic
• We are accountable

Our benefits include:

• Private Medical Insurance
• Employer pension contribution
• Wellbeing support
• Long service awards
• Cycle to work scheme
• Recruitment referral scheme
• Continuous learning
• Career progression
• Flexible working options
• 27 Days Annual Leave (Plus Bank holidays)
• Enhanced Maternity Pay

Details
Date posted
07 November 2025
Pay scheme
Other
Salary
85,000 a year
Contract
Permanent
Working pattern
Full-time
Reference number
E0013-25-0044
Job locations
Sancta Maria Hospital
Lamberts Road
Swansea
West Glamorgan
SA1 8FD
Unit 1 Langdon House
Langdon Road
Swansea
West Glamorgan
SA1 8QY
Job description
Job responsibilities
Lead the year-end process, including the preparation of the annual statutory accounts and other regulatory returns, ensuring full compliance with the Charities SORP and relevant accounting standards.
Maintain the integrity of the organisations financial systems, ensuring robust internal controls are in place and that all Finance Policies remain current, compliant, and consistently applied across the organisation.
Oversee the monthly financial close process in partnership with the Group Financial Controller, ensuring accuracy, completeness, and adherence to reporting timelines.
Produce and present monthly management accounts and supporting financial packs for all sites and Head Office, conducting financial review meetings with senior management.
Calculate and monitor HSBC Financial Covenant Ratios, promptly identifying and escalating any areas of concern to the Director of Finance.
Collaborate with the Director of Finance in preparing the monthly financial report pack for the Board of Trustees and the Executive Team.
Ensure timely and accurate submission of all statutory and financial returns, including pension and VAT filings, in accordance with regulatory deadlines.
Manage the organisations cash flow, monitoring liquidity and ensuring the efficient use of financial resources.
Lead the annual budgeting process, alongside the FP&A Manager, developing robust models and methodologies that enable bottom-up budget construction and ensure engagement and ownership from key stakeholders.
Work closely with HR to develop and maintain the Staff Establishment Budget, ensuring accurate alignment of roles, hours, and associated costs.
Oversee the maintenance of the chart of accounts, ensuring it remains fit for purpose and supports accurate financial reporting.
Lead, mentor, and develop the senior finance team, ensuring consistent financial support and commercial insight across all sites.
Support the external audit process in collaboration with the Group Financial Controller, maintaining positive relationships with auditors, providing required documentation, and ensuring timely resolution of audit points.
Provide leadership across the wider Finance team, fostering a culture of continuous improvement, accountability, and professional development.

• Act as a key contributor in shaping company-wide financial strategy, ensuring alignment with operational and commercial objectives.
• Act as the primary point of contact with the companys insurance provider, overseeing all insurance-related matters and coordinating with relevant internal departments to manage and process any claims efficiently.

Act as Deputy to the Director of Finance, assuming leadership responsibilities as required in their absence.
Job description
Job responsibilities
Lead the year-end process, including the preparation of the annual statutory accounts and other regulatory returns, ensuring full compliance with the Charities SORP and relevant accounting standards.
Maintain the integrity of the organisations financial systems, ensuring robust internal controls are in place and that all Finance Policies remain current, compliant, and consistently applied across the organisation.
Oversee the monthly financial close process in partnership with the Group Financial Controller, ensuring accuracy, completeness, and adherence to reporting timelines.
Produce and present monthly management accounts and supporting financial packs for all sites and Head Office, conducting financial review meetings with senior management.
Calculate and monitor HSBC Financial Covenant Ratios, promptly identifying and escalating any areas of concern to the Director of Finance.
Collaborate with the Director of Finance in preparing the monthly financial report pack for the Board of Trustees and the Executive Team.
Ensure timely and accurate submission of all statutory and financial returns, including pension and VAT filings, in accordance with regulatory deadlines.
Manage the organisations cash flow, monitoring liquidity and ensuring the efficient use of financial resources.
Lead the annual budgeting process, alongside the FP&A Manager, developing robust models and methodologies that enable bottom-up budget construction and ensure engagement and ownership from key stakeholders.
Work closely with HR to develop and maintain the Staff Establishment Budget, ensuring accurate alignment of roles, hours, and associated costs.
Oversee the maintenance of the chart of accounts, ensuring it remains fit for purpose and supports accurate financial reporting.
Lead, mentor, and develop the senior finance team, ensuring consistent financial support and commercial insight across all sites.
Support the external audit process in collaboration with the Group Financial Controller, maintaining positive relationships with auditors, providing required documentation, and ensuring timely resolution of audit points.
Provide leadership across the wider Finance team, fostering a culture of continuous improvement, accountability, and professional development.

• Act as a key contributor in shaping company-wide financial strategy, ensuring alignment with operational and commercial objectives.
• Act as the primary point of contact with the companys insurance provider, overseeing all insurance-related matters and coordinating with relevant internal departments to manage and process any claims efficiently.

Act as Deputy to the Director of Finance, assuming leadership responsibilities as required in their absence.
Person Specification
Experience
Essential

• Significant post-qualification (6+ years) experience in a senior financial role,
• High level of computer literacy, including a proficient use of accounting software and report writing.
• Excellent leadership, interpersonal, and stakeholder management skills.
• Must be able to work collaboratively with a wide range of staff.
• Effective communication skills.
• Approachable, and calm under pressure. Able to prioritise effectively and manage conflict and competing interest groups.
• Strong commercial awareness and strategic thinking
• Ability to identify and solve problems and think creatively.
• A sound knowledge of accounting principles and best practice.
• Good verbal, written and numerical skills.
• ACCA qualified Accountant
• Advanced Excel skills and experience with finance systems

Desirable

• Experience within the healthcare or not-for-profit sector (desirable)

Person Specification
Experience
Essential

• Significant post-qualification (6+ years) experience in a senior financial role,
• High level of computer literacy, including a proficient use of accounting software and report writing.
• Excellent leadership, interpersonal, and stakeholder management skills.
• Must be able to work collaboratively with a wide range of staff.
• Effective communication skills.
• Approachable, and calm under pressure. Able to prioritise effectively and manage conflict and competing interest groups.
• Strong commercial awareness and strategic thinking
• Ability to identify and solve problems and think creatively.
• A sound knowledge of accounting principles and best practice.
• Good verbal, written and numerical skills.
• ACCA qualified Accountant
• Advanced Excel skills and experience with finance systems

Desirable

• Experience within the healthcare or not-for-profit sector (desirable)

Skills Required