Finance Analyst - Transformation

NHS; Teddington; On-site; GBP 51,000 - 59,000; Full time

Job summary

Le Kingston and Richmond NHS Foundation Trust recherche un analyste financier pour soutenir son équipe de transformation financière. Le candidat sera responsable de fournir des analyses financières complexes et de collaborer avec divers acteurs au sein de l'organisation pour améliorer les performances financières. Ce poste offre l'opportunité de façonner et développer le rôle dans le cadre des programmes stratégiques.

Qualifications

• Diplôme en finance ou équivalent requis.
• Compétences analytiques avancées nécessaires pour des ensembles de données complexes.
• Expérience en finance de la santé privilégiée.

Responsibilities

• Fournir une analyse financière pour le programme de transformation.
• Soutenir les équipes dans la gestion des performances financières.
• Développer des systèmes d'information financiers pour le suivi des performances.

Skills

Analytical skills

Communication

Negotiation

Time management

Problem-solving

Interpersonal skills

Flexibility

Education

Degree or equivalent qualification

Professional Accountancy Qualification

Evidence of CPD

Tools

MS Office

Tableau

Power BI

SQL Server

Job description

Go back Kingston and Richmond NHS Foundation Trust

Finance Analyst - Transformation

The closing date is 01 July 2025

The post-holder will be a key member of the Finance Transformation Team at Kingston and Richmond NHS Foundation Trust (KRFT), supporting key strategic programmes including the Transformation Programme and participating fully in its agenda. The role is required to provide effective and professional support to the Head of Finance Transformation and the Associate Director of Finance - Transformation. They will provide expert financial analysis in support of the Transformation Programme to Project leads and participants. This is a fairly new position with the opportunity for the post-holder to shape and develop the role over time in conjunction with their line manager.

Interview Date: 10th July 2025

Main duties of the job

To support the provision of comprehensive financial analysis, including financial modelling for the Transformation Programme for KRFT, ICB and other partners, supporting in their role to drive quality and efficiency improvements. This is a highly technical and senior role which has significant influence on the financial analysis and reporting of Transformation. This role is a key support to line management in overseeing the financial delivery of the programme and assessing the financial value of improvements. The post holder will be responsible for supporting maintenance of systems and processes to support financial performance management of the Transformation Programme. They will support in the implementation and development of performance management techniques and support colleagues across the programme (including Improvement Leads, Heads of Finance, Divisional General Managers, Clinical Directors) in having access to the relevant financial and non-financial business intelligence through the development of performance information. This role will support line management in the strategic finance leadership, support, and oversight across a portfolio of high priority strategic and transformation projects.

About us

Trust Values

At Kingston and Richmond NHS Foundation Trust we have four core values that all colleagues are expected to demonstrate in the way they work. Shaped by staff, patients and partners, our values are the guiding principles that together define who we are, what we do and what's most important to us. We are:

Compassionate-we treat everyone with kindness, understanding and empathy

Inclusive - we are respectful, fair and open, embracing everyone's unique contribution

Collaborative - we work together across our teams and with our partners and are helpful, positive and supportive

Inspiring - we strive for the best for patients, staff and partners and are always learning and improving

Job responsibilities

Analytical Responsibilities

1. The post holder will provide support to the Transformation and other strategic Programmes. Contributing fully through the provision of an advanced and comprehensive analytical service within the Transformation team as required. This includes attending and contributing to monthly performance management meetings and providing relevant and high-quality information.

2. Develop and demonstrate detailed and specialist knowledge of a range of reporting and analytical systems and deliver complex financial analysis. Establish effective working relationships with Finance, BI and other colleagues across the Trust to enable an exchange of complex information as required to support the production of robust finance analysis for transformation projects.

3. Be accountable for the delivery of significant information requirements relating to transformation. Ensuring that available business intelligence is accurate, timely, up-to-date and fit-for-purpose

4. To support the Transformation Infrastructure, working closely with the PMO arm of the Transformation team, to support development of financial improvement plans, monitoring and reporting of the financials related to all efficiency projects. Contribute to the production of monthly reports for the Transformation Group with updates on financial impacts of transformation projects. Support the co-ordination of available performance monitoring information for the Transformation Programme

5. Provide, receive and present highly complex, in some cases sensitive/contentious, information. The post-holder will have the ability to communicate a range of complex information management and records issues to a variety of audiences, (clinical and non-clinical).

6. To support compilation of reporting for a robust in year and forecast year end position for the efficiency programme, reporting relevant financial information to the programme team, Divisional and Corporate teams and work streams. To support the transformation team in ensuring that all proposals for efficiency/productivity schemes are robust and that savings achieved are monitored and reported. To contribute to the developing use of financial analytics, including benchmarking and productivity analysis to support transformation programme impact monitoring and in the development of productivity improvement plans.

7. Support in the development of appropriate financial management information systems that allow the Transformation / Strategic Programme to fully understand all aspects of Transformation related financial performance. To support in the production of effective variance analysis and investigation of factors causing movements.

Managerial Responsibilities

8. Support the provision of financial briefings to the Transformation Programme, attendance at senior management forums and performance management meetings as required, providing relevant and high-quality information.

9. Oversight and analytical review of a portfolio of business cases relating to the Transformation programme, applying appropriate financial appraisal techniques (working closely with the senior members of the finance team).

10. To support the production of accurate information to each work stream, working closely with both Trusts information teams

11. To identify own training and development needs and undertake appropriate training / education as required, supported by regular PDP.

12. To participate in Trust Committees and meetings as appropriate.

13. Lead on analytics for projects that support the delivery of the Trust financial sustainability strategy with special attention to cross-directorate issues and workflows.

14. Support as required the process to monitor the progress of these projects ensuring colleagues in divisions/corporate functions are clear on what they need to account for and ensure resource utilisation is in place across the directorates and support the introduction of remedial steps where necessary.

15. Represent the Trust within the NHS and wider community and with partner organisations where required.

16. Work in partnership with clinical and operational colleagues to deliver on Trust objectives.

17. Undertake specific projects as required by the AD of Finance - Transformation.

18. Maintain and demonstrate awareness of new developments in the delivery of acute and community care across the NHS.

19. Generate high calibre analytics for consideration as and when required to help support achievement of efficiency targets.

20. Consistently deliver to agreed deadlines.

21. To support projects prioritizing of available resources to deliver the highest standards of care and offering best value for money e.g., by delivering compelling and informative analytics.

22. Deploy well developed communication, negotiation and influencing skills to build and maintain excellent working relationships with a broad range of internal and external stakeholders driving and challenging each key working relationship to innovate and achieve reform in accordance with agreed objectives.

23. Deal with complex and conflicting subject matter problems or in day-to-day work including the management of potentially aggressive and / or antagonistic situations with staff and stakeholders involved in delivering projects.

24. Strive for optimum engagement from staff, colleagues, and stakeholders in order to deliver required change, aiming to secure appropriate buy in, support and understanding and effective flows of information.

25. Be able to work closely with Finance and Divisional colleagues to report on Transformation and efficiency, including forecasting.

26. To model a collaborative style of working, negotiating with others to achieve the best outcomes and embedding this approach in delivery of own service.

27. Key contributor to the design and development of complex financial information systems and models that meet the requirements of the Transformation agenda and can be used across the organisation. This includes improvements related to the information systems that supports the financial tracking of the efficiency programme.

28. Ensure that data used to support projects and project areas has the appropriate checks before being used and ensuring that data quality issues are fed back to the appropriate teams.

29. Communicate clearly what information requirements are required for projects and use analytical skills to articulate requirement.

30. Be able to extract information from other Trust information sources to aid projects/project areas after training (if required).

31. Any other ad hoc duties as directed by the AD Finance Transformation / Deputy Director of Finance.

32. Will consider the most effective way to promote equality of opportunity and good working relationships in employment and service delivery and can take actions which support and promote this agenda.

Person Specification

Qualifications

• Degree or equivalent qualification
• Evidence of CPD
• Holds a recognised Professional Accountancy Qualification or is part qualified

Experience

• Understanding of the wider determinants of health both locally and nationally
• Experience of supporting multiple projects / business cases of varying sizes
• Previous experience of providing robust and complex analysis and working with varying systems
• Able to build rapport and credibility with senior clinical and managerial teams
• Practical experience of NHS Finance
• Evidence of working across a range of stakeholders and emerging partners.
• Evidence of being able to provide strong professional leadership
• Evidence of effective team building

Skills

• Ability to communicate highly complex, sensitive & contentious issues at all levels within the organisation and with external stakeholders.
• Interpersonal skills including the ability to influence at all levels and to negotiation effectively.
• High level of modelling & analytical skills applicable to the analysis and interpretation of large complex heath and care data sets, including problem-solving skills.
• Advanced user of MS Office packages and knowledge of dashboard tools such as, Tableau, Access and Power BI and Powerpoint.
• Demonstrable experience of SQL Server and SQL querying.
• Time management, working under own initiative and organisational skills to meet challenging deadlines.
• Flexibility and the ability to handle a rapidly changing and ambiguous environment.
• Ability to work effectively with other analytical teams to combine approaches and skills to achieve consolidated and consistent outputs.
• Ability to interpret requests for information and formulate the most appropriate response.
• Ability to concentrate for long periods of time on highly complex and detailed data analysis with accuracy
• Ability to use complex activity information systems.
• knowledge of NHS SUS datasets
• Acute Trust experience

Knowledge

• A good understanding of the strategic direction of the NHS and its constituent bodies
• Understanding of project and/or programme management methodology.
• Knowledge of the principles of data management, quality assurance, data security and data confidentiality.
• knowledge of Management Accounting principles
• A good understanding of activity flows within a hospital and between a hospital and Community, primary care, and local authority.
• Working knowledge of costing systems

Other

• Self Confidence
• Team player

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer name

Kingston and Richmond NHS Foundation Trust

£51,883 to £58,544 a yearper annum (pro rata) Including HCAS (Outer)