Finance Business Partner

Local Care Direct

Kirklees

Hybrid

GBP 50,000 - 75,000

Full time

4 days ago

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Benefits offered by this job

25 days’ annual leave

Employee Assistance Programme

Hybrid and flexible working options

Blue Light Card for discounts

Job summary

Local Care Direct is seeking an experienced finance professional to support budgeting, forecasting and strategic development across the organisation. You will report to the Director of Finance and work with directors, senior managers and budget holders to drive high-quality financial decision-making.

The role covers budgeting, financial modelling, management information, and support for annual accounts and audits, with emphasis on collaboration and continuous improvement in financial processes.

Qualifications

CCAB qualification (or working towards) required.
Experience in management accounting, budgeting, forecasting and financial analysis.
Advanced Microsoft Excel and spreadsheet modelling skills.
Excellent communication and stakeholder management skills.

Responsibilities

Lead and coordinate the annual budgeting process.
Develop financial models, forecasts and costing information for new business opportunities and service developments.
Produce, analyse and present management information to directors and managers.
Support the preparation of management accounts and annual audit requirements.
Maintain and improve financial reporting and forecasting tools.
Build strong relationships with managers and stakeholders across the organisation.
Deputise for the Financial Controller and Director of Finance as required.

Skills

CCAB qualification

Management accounting

Budgeting

Forecasting

Excel

Power BI

Sage accounting

NHS finance systems

NHS pensions knowledge

Stakeholder management

Communication

Education

CCAB accountancy qualification

Tools

Sage accounting software

Job description

This is an exciting opportunity for an experienced finance professional to support the organisation's financial planning, performance and strategic development. Reporting to the Director of Finance, the post holder will play a key role in budgeting, forecasting, financial analysis and business decision-making, working closely with directors, senior managers and budget holders across the organisation.

Key responsibilities include:

Leading and coordinating the annual budgeting process.
Developing financial models, forecasts and costing information for new business opportunities and service developments.
Producing, analysing and presenting management information to directors and managers.
Supporting the preparation of management accounts and annual audit requirements.
Maintaining and improving financial reporting and forecasting tools.
Building strong relationships with managers and stakeholders across the organisation.
Deputising for the Financial Controller and Director of Finance when required.

This role is ideal for someone who enjoys partnering with non-finance colleagues, influencing decision-making and supporting organisational growth through high-quality financial expertise.

About You

You are an enthusiastic and proactive finance professional who enjoys building strong relationships and working collaboratively with managers and stakeholders to support informed decision-making. You are confident communicating financial information to both finance and non-finance colleagues and are able to provide clear, practical advice in a fast-paced environment.

With excellent organisational skills and attention to detail, you can manage competing priorities, work independently and consistently deliver high-quality outputs to demanding timescales. You will be committed to continuous improvement and motivated to identify opportunities to enhance financial processes, reporting and business performance.

Most importantly, you will share our commitment to delivering high-quality services and will be keen to use your financial expertise to make a positive contribution to the organisation and the communities we serve.

The ideal candidate will:

Be working towards, or hold, a recognised CCAB accountancy qualification.
Have experience in management accounting, budgeting, forecasting and financial analysis.
Demonstrate advanced Microsoft Excel and spreadsheet modelling skills.
Possess excellent communication, organisational and stakeholder management skills.
Have strong attention to detail and a proactive approach to problem solving.
Sage accounting software.
Power BI reporting and analytics.
NHS finance systems.
NHS pensions knowledge.

About Us

At Local Care Direct, we are proud to be a values-led social enterprise providing essential health and support services across West Yorkshire. Since 2004, our teams have helped people access the right advice, care and support in the right place, at the right time and as close to home as possible.

With around 500 colleagues working across seventeen sites, we deliver services 24 hours a day, 365 days a year, including GP out-of-hours care, urgent treatment centres, walk-in services, a central contact centre, dental assessment and booking, and tailored support for NHS partners.

We are looking for people who share our commitment to honesty, integrity, fairness, consistency, kindness and respect. In return, you will be part of a supportive, inclusive organisation where colleagues are valued and encouraged to make a real difference for patients, partners and local communities.

As part of our team, you will have access to development opportunities, clear progression pathways and a range of employee benefits, including: