Finance Officer: Operational Finance Team

NHS; Port Talbot; On-site; GBP 25,000 - 27,000; Full time

Job summary

A prominent healthcare organization in Port Talbot is seeking a Finance Team member to support various financial processes. This full-time role requires relevant qualifications like AAT NVQ Level 3. The ideal candidate will have teamwork and communication skills, with an opportunity for professional growth.

Qualifications

• Understanding of technical accounting processes.
• Experience of using IT applications, including Microsoft packages.

Responsibilities

• Provide financial support to the Team Leader.
• Assist in the Agreement of Balances process.
• Investigate financial enquiries and queries.

Skills

Teamwork

Communication

Interpersonal skills

IT applications including Microsoft

Education

5 'O' Levels / GCSE's including Mathematics and English

AAT NVQ Level 3 or equivalent experience

Job description

Job summary

A fantastic opportunity to join the Swansea Bay University Health Board Finance Team, as part of the Operational Finance Team (OFT).

We are advertising for full time Band 3 posts.

This is an exciting opportunity to be part of a team responsible for the processing of invoices for both Continuing Healthcare and Nurse Agency, raising income due to the Health Board and allocating payments received by the Health Board, as well as providing financial advice across the Health Board to support management processes.

We are looking to recruit dynamic, forward-thinking individuals, who want to change and improve the way things are done within the Team and provide a first-class service for the NHS. The Department is looking to encourage and support individuals in their development either through on-the-job learning and/or through supporting formal accountancy qualifications.

Agile Working
We recognise the need to develop modern working practices to enable our employees to maximise their performance and productivity whilst maintaining a good work‑life balance and so have adopted an Agile working methodology supported by the Health Board Home Working Policy and the Department's Agile Working approach.

The ability to speak Welsh is desirable for this post; English and/or Welsh speakers are equally welcome to apply.

Main duties of the job

The role provides financial support to the Team Leader with a range of duties to meet the requirements of stakeholders (Finance Business Partnering (FBP) Teams, Service Groups, Delegated budget holders, OFT and wider Finance Team); investigates enquiries and queries which may be of a complex or sensitive nature; deals with customers including patients, senior managers and other external organisations, to provide assistance and advice as required; ensures awareness and compliance with all departmental policies and procedures including FCPs and SFIs, and approved internal procedure notes.

The role is required to assist in the Agreement of Balances (AOB) process, including liaising with Health Board‑wide colleagues to ensure the accurate coding of transactions and assists in preparation of information to support the Health Board Year Accounts production, and supports responses to audit queries.

About us

We believe staff are our best asset and we want you to be happy and confident about starting your career here in Swansea Bay University Health Board.

As one of the biggest healthcare groups in the UK we can offer a wealth of professional training and development opportunities in an innovative, forward‑thinking organisation.

You might be a nurse or doctor, maybe you specialise in a health science/therapy or can offer skills in one of our support services – we have a job for you.

There are also apprenticeships, work placements and volunteering roles available.

We are an inclusive employer and welcome applications from everyone whatever their sex; religion or belief; race; age; sexual orientation; gender identity or, whether they are pregnant or have recently been on maternity leave, married or are in a civil partnership; or, whether they are disabled.

Our values – Caring For Each Other, Working Together and Always Improving – show that our commitment to equality is at the heart of everything we do.

If you want excellent career and training opportunities while living on the doorstep of some of Europe's most spectacular scenery, with all the benefits of a thriving and cosmopolitan city – look no further.

Details

Date posted: 03 November 2025

Pay scheme

Agenda for change

Band

Band 3

Salary

£25,313 to £26,999 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

130-AC194-1125

Job locations

Swansea Bay University Health Board, Headquarters

1 Talbot Gateway

Port Talbot

SA12 7BR

Job responsibilities

Please see the attached job description and person specification for a detailed outline of the job requirements.

Person Specification

Qualifications & Knowledge – Essential

• 5 'O' Levels / GCSE's including Mathematics and English
• AAT NVQ Level 3 or equivalent experience
• Understanding of technical accounting processes

Desirable

• Customer Care Training
• Knowledge of Finance Function procedures

Experience – Essential

• Working in a team
• Demonstrate Personal Achievement
• Experience of using IT applications, including Microsoft packages.

Aptitude and abilities – Essential

• Adhere to and can demonstrate SBU Values & Behaviours
• Understanding of technical accounting processes and procedures
• Personable, with well-developed communication & interpersonal skills
• Highly committed and self‑motivated, with high professional standards
• Ability to work within a Team and as an individual
• Ability to plan and prioritise own workload
• Ability to work to deadlines, show resilience and work under pressure
• Flexible approach to work
• Accuracy and attention to detail

Desirable

• Welsh Speaker (Level 1)

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.

Certificate of Sponsorship

Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website.

From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants.

Employer details

Employer name: Swansea Bay University Health Board

Address: Swansea Bay University Health Board, Headquarters 1 Talbot Gateway Port Talbot SA12 7BR

Employer's website: https://sbuhb.nhs.wales/