Divisional Finance Manager - Planning & Reporting

Hampshire Hospitals NHS Foundation Trust; Basingstoke; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Hampshire Hospitals NHS Foundation Trust invites applications for an FP&A Manager - Planning & Reporting. The role shapes the Trust's financial strategy, leads annual planning, budgeting, and forecasting, and liaises with the Integrated Care System planning agenda.

You will oversee external financial reporting, manage the Trust-wide management accounts process, and drive financial transformation initiatives across FP&A.

Qualifications

• Full CCAB member status or equivalent.
• Minimum of 2 years post CCAB qualification experience.
• Experience leading development of plans and forecasts.
• Ability to influence and challenge senior stakeholders.
• Advanced spreadsheet, financial modelling and analytics skills.

Responsibilities

• Lead the development and delivery of the Trust's annual financial plan and coordinate the planning process.
• Own and drive the Trust's financial forecasting with scenario modelling.
• Lead the production and submission of monthly external financial returns.
• Produce high-quality financial and management reports for senior leaders and the Director of Finance.
• Lead the annual budget-setting process and align plans with priorities.
• Provide expert financial advice and challenge to operational and clinical leaders.

Skills

Manipulation of complex information

Senior stakeholders

Advanced spreadsheet & analytics

Education

CCAB qualification

Post CCAB experience (2+ years)

Tools

Power BI

Excel

Financial modelling tools

Job description

Our cultural ambition is to have a culture that places people at the heart of all we do, where we all belong, and where learning, improvement and excellence thrive.

Job overview

Hampshire Hospitals NHS Foundation Trust has a vacancy for the role of FP&A Manager - Planning & Reporting.

The role plays a pivotal role in shaping the Trust's financial strategy, leading the annual planning, budgeting, and forecasting processes while acting as HHFT's key liaison with the Integrated Care System (ICS) planning agenda.

You will lead the delivery of high-quality external financial reporting, working closely with senior finance colleagues to ensure timely submissions, compliance with national guidance and robust financial governance.

This is a highly visible leadership role with responsibility for the Trust-wide management accounts process and driving continuous improvement across the FP&A function. You will have the opportunity to lead and influence major strategic programmes, including the implementation of new financial reporting systems, as well as finance transformation programmes that will shape the future of the FP&A function.

Working closely with operational and clinical leaders, you will provide expert financial insight and challenge, ensuring the financial implications of service developments and transformational change are fully understood and evaluated. Through strong business partnering, you will help deliver divisional, organisational, and national objectives while supporting the long-term sustainability of the Trust.

Main duties of the job

Lead the development and delivery of the Trust's annual financial plan, coordinating the planning process across the organisation and ensuring the timely completion of all NHS England planning submissions.

Own and drive the Trust's financial forecasting process, providing robust analysis, insight and scenario modelling to support strategic decision-making and financial sustainability.

Lead the production and submission of monthly external financial returns, ensuring compliance with NHS England requirements, national guidance and reporting deadlines.

Produce high-quality financial and management reports for operational managers, senior finance leaders, the Director of Finance and Chief Finance Officer, translating complex financial information into clear actionable insights.

Lead the annual budget-setting process across the Trust, working collaboratively with budget holders and senior stakeholders to align financial plans with organisational priorities and objectives.

Provide expert financial advice, challenge and support to operational and clinical leaders, enabling informed decision-making and strengthening financial accountability across services.

Working for our organisation

Hampshire Hospitals NHS Foundation Trust serves a population of approximately 570,000 people across Hampshire and parts of West Berkshire.

Our hospital sites are in Basingstoke, Winchester and Andover. Our vision is to provide outstanding care for every patient.

Working for HHFT offers a rewarding career, nationally agreed terms and conditions and a range of additional benefits as part of our reward package.

You would be joining a vibrant and enthusiastic Financial Planning & Analysis team at a challenging and interesting time with financial recovery and sustainability as a priority. Alongside the wider Finance department our teams are based at the Basingstoke site but currently benefit from hybrid working arrangements and are expected at times to travel to one of our other two sites.

Detailed job description and main responsibilities

Please see the attached Job Description and Person Specification for a detailed view of the role.

The role is hybrid, splitting time between home and the Basingstoke finance office. Happy to discuss further during interview or at the offer stage.

If you would like further information please contact Tom Scott, Associate Director of Financial Planning & Analysis - [e-mail]

Person specification

Training and Qualifications

Essential criteria

• Full member of CCAB body
• Minimum of 2 years post CCAB qualification experience

Desirable criteria

• Graduate
• 3 to 5 years post CCAB qualification experience

Experience & Knowledge

Essential criteria

• Experience leading the development of plans and forecasts
• Experience delivering process improvements and change activities.

Desirable criteria

• Public Sector experience
• Experience of scenario modelling and sensitivity analysis.

Skills and Ability

Essential criteria

• Manipulation of complex information using a range of skills and techniques
• Ability to work with Senior Members of the Trust and other organisations

Desirable criteria

• Ability to influence and challenge senior stakeholders
• Advanced spreadsheet, financial modelling and analytical skills, with experience of Microsoft Power BI or comparable business intelligence and data visualisation tools.

Using AI in Your Application

We support the use of technology to help manage time and improve efficiency, but it is your responsibility to ensure your application is personalised and accurately reflects your own skills, experience and values.

AI tools can be useful when drafting an application, but they should only be used to assist you. The content submitted must be your own work and an authentic representation of your knowledge, abilities and experiences.

Applications that rely heavily on AI-generated content may be rejected. For example, we may receive multiple applications containing identical or generic wording that does not reflect the individual applicant.

The use of AI during assessments, including interviews, is not permitted unless this has been agreed in advance as a reasonable adjustment. For virtual interviews, you may be asked to provide a 360-degree view of the room and confirm that no additional devices are being used. If AI use is suspected during an interview, we may pause the interview, ask questions regarding its use, or adapt our assessment approach.

Working in healthcare requires integrity, honesty and accountability. We expect all applications and assessments to be a genuine reflection of your own experience, knowledge and values.

Our Commitment to Inclusion

We are committed to equality, diversity and inclusion in both the delivery of our services and the recruitment and management of our staff.

We welcome applications from everyone who has the skills, experience and values required for the role, regardless of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage or civil partnership status, pregnancy or maternity.

Happy to Talk Flexible Working

We are committed to supporting flexible ways of working and will consider all requests for flexible and part-time working wherever service needs allow.

Important Information About Your Application

Recruitment Process

Applications are submitted through our recruitment system, Trac. Following submission, all correspondence relating to your application will be sent from apps.trac.jobs. Please regularly check your inbox, including your junk or spam folders.

Shortlisted candidates will normally be contacted at least five working days before their interview date.

Vacancy Closing Dates

This vacancy may close before the advertised closing date if sufficient applications are received. We therefore encourage you to submit your application as early as possible.

English Language Requirement

In line with Part 7 of the Immigration Act 2016, all applicants must be able to communicate effectively in spoken and written English. This will be assessed during the recruitment process.

Pre-Employment Checks and Probation

Keeping Patients Safe

At Hampshire Hospitals NHS Foundation Trust, patient safety is our highest priority. We recommend that staff are vaccinated against COVID-19 and understand that we continue to care for patients who are COVID-19 positive within our services.

Probationary Period

All new employees will be required to complete a six-month probationary period as part of their employment with the Trust.

Tackling Climate Change:

Hampshire Hospitals aims to embed sustainability and net zero carbon principles into the delivery of care across all its services. To find out more, search