Finance Business Partner

Principal Medical Limited; Bicester; Presencial; GBP 65.000 - 90.000; Jornada completa

Descripción de la vacante

Principal Medical Limited is seeking an experienced Finance Business Partner to provide strategic financial support across GP practices. The role combines strong financial control with commercial insights to drive informed decision-making and improve organisational performance.

Reporting to the Finance Director, the postholder will partner with operational leaders, manage risks, and contribute to strategic priorities while maintaining robust reporting and governance in a not-for-profit

Formación

• Experience as Finance Business Partner or equivalent.
• Experience in medium to large organisations (£10m+).
• Producing management accounts, budgets and forecasts.
• Developing strong relationships with senior operational stakeholders.
• Influencing business decisions through financial analysis and insight.
• Supporting strategic projects or organisational change initiatives.

Responsabilidades

• Ensure accurate, timely and meaningful financial performance reporting across operations.
• Maintain strong financial controls, governance and compliance with accounting standards.
• Support month-end and year-end processes, including balance sheet integrity and audit support.
• Monitor financial risks and recommend mitigating actions.
• Benchmark against best-in-class and drive continuous improvement.
• Build trust and effective relationships with leaders across the organisation.
• Provide financial expertise and insight to enable informed decision-making.
• Translate complex financial information into clear, commercially focused insights.
• Lead budgeting, forecasting and planning processes.
• Analyse performance to identify trends, opportunities and risks.
• Provide scenario modelling and business case analysis for investments.
• Contribute to strategic projects and growth initiatives.
• Identify opportunities to improve efficiency, profitability and value creation.
• Drive improvements to financial processes, systems and reporting.
• Coach managers in financial management and budget accountability.

Conocimientos

Financial analysis

Budgeting & forecasting

Financial planning

Interpreting financial data

Commercial awareness

Stakeholder management

Finance systems knowledge

Grant funding knowledge

Mergers & acquisitions

General Practice Accounts knowledge

Educación

Fully qualified accountant (ACA, ACCA, CIMA or equivalent)

Herramientas

Sage

Integrated finance systems

Descripción del empleo

Principal Medical limited are looking for an experience Finance Business partner. This role is a full-time permanent role based in Bicester.

Main duties of the job

The Finance Business Partner supports the achievement of organisational objectives through the provision of high-quality financial management, commercial insight and strategic decision support. Acting as a trusted advisor to senior leaders, the postholder combines strong financial control and governance expertise with excellent relationship-building skills to drive informed decision-making, improve performance and ensure financial sustainability.

The role is responsible for partnering with operational leaders across our GP practices to identify opportunities, manage risks and support the delivery of strategic priorities. In addition, the postholder will maintain robust financial controls, reporting processes and financial reports including regular benchmarking against industry best performance.

The account holder will report to the Finance Director and work closely with the broader finance team with some line management responsibility to achieve the following accountabilities.

About us

PML is a successful not-for-profit, GP-led organisation providing various NHS community and primary care clinical services to patients across Oxfordshire and Northamptonshire. We have evolved as a NHS healthcare provider since 2004 and in the last few years have grown significantly, now employing around 300 staff with a turnover of circa £16m. PML holds GMS contracts, as well as being a GP Federation representing circa 50 GP practices covering approximately 650,000 patients.

We welcome applicants from a diverse range of backgrounds and circumstances and people with protected characteristics under the Equality Act 2010

Job responsibilities

Role Accountabilities

• Ensure accurate, timely and meaningful financial performance reporting across operations.
• Maintain strong financial controls, governance arrangements and compliance with relevant accounting standards.
• Support month-end and year-end processes, including balance sheet integrity and audit support
• Monitor financial risks and recommend appropriate mitigating actions.
• Benchmark against best in class and support the drive for continuous improvement

Business Partnering

• Build trust and effective relationships with leaders across the organisation.
• Provide financial expertise, challenge and support to enable informed decision-making.
• Translate complex financial information into clear, commercially focused insights
• Promote financial awareness and accountability amongst budget holders and operational managers.

Budgeting, Forecasting & Planning

• Lead the annual budgeting process and ongoing forecasting activities.
• Support the development of financial plans aligned to organisational objectives.
• Analyse financial performance, identifying trends, opportunities and risks.
• Provide scenario modelling and business case analysis to support investment decisions.

Commercial & Strategic Support

• Contribute to strategic projects, growth initiatives and organisational change programmes.
• Evaluate the financial impact of operational and commercial decisions.
• Support leaders in identifying opportunities to improve efficiency, profitability and value creation.
• Provide financial insight to support continuous improvement and organisational performance.

Process Improvement & Systems

• Identify and implement improvements to financial processes, systems and reporting.
• Drive efficiencies through automation, standardisation and simplification of finance activities.
• Ensure financial information is accessible, accurate and supports effective decision-making.
• Work collaboratively across departments to foster strong working relationships.
• Support and coach managers in financial management and budget accountability.
• Act as a role model for organisational values and professional standards.
• Contribute positively to the development of the wider finance function.

Person Specification

Experience

• Being a Finance Business Partner or equivalent
• Working within a medium to large organisation (£10m+)
• Producing management accounts, budgets and forecasts
• Developing strong relationships with senior operational stakeholders
• Influencing business decisions through financial analysis and insight
• Supporting strategic projects, business cases or organisational change initiatives
• Multi-site or complex organisational environment
• Healthcare, service or not-for-profit industry
• Management or development of others

Qualifications

• Fully qualified accountant (ACA, ACCA, CIMA or equivalent)

Skills and Knowledge

• Strong financial accounting and management accounting knowledge including financial controls, risk and governance.
• Excellent budgeting, forecasting and financial planning capability.
• Advanced financial analysis and modelling skills including advanced excel.
• Ability to interpret financial information and communicate it clearly to a non- financial audience.
• Strong commercial awareness and business acumen.
• Excellent stakeholder management and influencing skills.
• System knowledge e.g. sage or equivalent and integrated finance systems.
• Understanding of funding bodies and grant applications.
• Mergers and acquisitions.
• Knowledge of General Practice Accounts.

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.