Finance Officer (XN05)

NHS; Leeds; On-site; GBP 29,000 - 37,000; Full time

Job description

Req#: C9298-DRI-0213?language=en&page=18&sort=publicationDateDesc

Job summary

We are looking for enthusiastic applicants wanting to develop their finance career and join the Leeds Teaching Hospitals NHS Trust

(LTHT) and be part of our award winning finance team. This role will work with the National Institute for Health and Care Research (NIHR),

Yorkshire and Humber (Y&H) Regional Research Delivery Network (RRDN), which is provided by LTHT and aims to enable the health

and care system to attract, optimise and deliver research across England.

The Trust offers a range of benefits including generous annual leave allowance, pension and flexible working options.

Main duties of the job

The Finance Officer will manage the procedures for disseminating and accounting for NIHR Research Delivery Network (RDN) funding

within the Regional RDN (RRDN) for an annual budget of circa £30M. This role will assist the Finance Manager with financial management

for the RRDN and will provide general support with the operations of the RRDN.

About us

The Finance team at Leeds Teaching Hospitals is large but friendly and there are many opportunities for development and progression.

Our mission is to be the best provider of finance, procurement planning services to support the delivery of patient care in The Leeds

Way. Leeds Teaching Hospitals is committed to our process of redeploying members of our existing workforce to new roles. As such, all our job adverts are subject to this policy and we reserve the right to close, delay or remove adverts while this process is completed. If you do

experience a delay in the shortlisting stage of the recruitment cycle, please bear with us while this process is completed, and contact the

named contact if you have any questions. Leeds Teaching Hospitals is committed to our process of redeploying at risk members of our existing workforce to new roles. As such, all our job adverts are subject to this policy and we reserve

Leeds Teaching Hospitals is committed to our process of redeploying 'at risk' members of our existing workforce to new roles. As such, all our job adverts are subject to this policy and we reserve the right to close, delay or remove adverts while this process is completed. If you do experience a delay in the shortlisting stage of the recruitment cycle, please bear with us while this process is completed, and contact the named contact if you have any questions.

Date posted

24 April 2025

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £36,483 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9298-DRI-0213

Job locations

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF




Job description

Job responsibilities

The Finance Officer will manage the procedures for disseminating

and accounting for NIHR Research Delivery Network (RDN) funding

within the Regional RDN (RRDN) for an annual budget of circa £30M.

This role will assist the Finance Manager with financial management

for the RRDN and will provide general support with the operations of

the RRDN. This role will provide robust details of financial

accountability

alongside the Finance Manager and Host Organisation Finance team.

The Finance Officer will ensure, at all times, that there is clear

transparency of RDN usage and ensure there is a clear audit trail for

the accountability of expenditure. This role will ensure that all

processes will align to the Host Organisations Standing Financial

Instructions (SFIs), and help to develop and implement a streamlined

system for the receipt and payment of invoices from research Delivery

Organisations (organisations delivering RDN portfolio research)

across the RRDN region. This role will be responsible for ensuring all

RDN subcontracts are in place ahead of making payments. This role

will also be responsible for processing the Excess Treatment Costs

(ETC) payments for the systems and ensuring all payments are

processed in-line with the Host Organisation requirements and within

the contractual and sub-contractual arrangements for the RRDN.

The Finance Officer will be involved in the management of the budget

and will introduce, adapt and improve systems to assess applications

for funding and will lead on the day-to-day coordination of budgets

and the reporting of RDN expenditure as required by the RDN

Coordinating Centre (RDNCC). The Finance Officer will also support

the Finance Manager to make sure that provider delivery plans and

reports are in place in a timely fashion.

FINANCIAL MANAGEMENT RESPONSIBILITIES

Support the Finance Manager in delivering a comprehensive

finance service to the RRDN, including assisting in the annual

budget planning process (developing Outline Use of

Resources and consultation with key stakeholders) and

providing expertise in the appropriate use of RDN funding to

all internal and external stakeholders

Assist in devising, implementing and managing RRDN-wide

procedures to ensure that RRDN funds are reliably and

efficiently used according to current DHSC and NIHR

guidance

Ensure that funds are spent in year and invoices processed

efficiently and accurately

Gain in-depth knowledge and advice of the NIHRs current

financial allocation model and its application to the RDN

Assist the Finance Manager with any local financial

modelling, calculating indicative budget allocations and

informing recipients of RDN funding outcomes

Follow up any queries raised by customer representatives or

RDN senior management

Support the funding call for strategic funding across the

RRDN

With the Finance Manager, frequently evaluate the procedure

for accessing funding to ensure that it continues to meet the

needs of researchers and other stakeholders in the RRDN

Gain in-depth knowledge of NHS support costs and develop

the ability to distinguish between service support costs,

research costs and treatment costs (including ETCs)

according to the appropriate national guidance, e.g.

Attributing the costs of health and social care Research Development (AcoRD)

Assist the Finance Manager to prepare and issue any ad hoc

calls for funding across the RRDN

Assist the Finance Manager in seeking assurance that all

relevant RRDN stakeholders have a process in place for

attributing and reporting RDN funding and ETC funding, and

ensuring full cost recovery for all RDN activities is in place

Deal with finance queries by receiving queries, obtaining

additional information from managers and, where required,

consulting with the Finance Manager

Contribute to any internal or external audits

Contribute to any financial oversight meetings with recipients

of RDN funding

Comply with the Host Trust Statutory Financial Instructions

(SFIs) at all times and report any breaches, working work with

the Host Organisation finance team

INFORMATION ADMINISTRATION

Oversee the general administration relating to the

management of the procedure for accessing RRDN funding.

This includes data input, management and maintenance of

the RRDN reports and reporting to the RRNCC

Provide organisations in receipt of RDN funding with timely

and accurate information in relation to their financial

allocation

Liaise with recipients of RDN funding on a regular basis over

utilisation of RRDN funding and alert senior staff to issues in

either appropriate circumstance (e.g. misuse of funds,

forecast for under or over-spending on the budget) and

prepare reports as required to the RDNCC

Support the process of regular data collection from recipients

of RDN funding on utilisation of funding and report to the RDNCC

Request regular and formal funding reports on the use of

RDN funding in a timely fashion from local recipients of RDN

funding, assess and report within the RRDN, the Host Trust

and RDNCC

Enable payments for RDN funding and NHS-England Excess

Treatment Cost (ETC) Funding, when a fully executed

contract is in place

Prepare accurate and timely letters on RDN funding

allocations

Receive and record receipt of invoices relating to the RRDN

using Host Organisation systems and process RDN BACS

payments

Deal with enquiries relating to finance procedure, approvals

and invoicing

Prepare monthly activity/finance reports for RRDN

management groups

Engage with the Host Organisation finance team to run

monthly income and expenditure reports and undertake

financial forecasting with the Finance Manager and RRDN

Operations Director

Contribute to the preparation of RRDN financial plans,

reports, policies, operating procedures and other documents,

working to ensure that documents are prepared to a high

standard and delivered on time

Contribute to the development and implementation of

strategies and financial systems for quality assurance, to

include audit and review of the work of the RRDN staff and

sites, providing feedback, development and support as

necessary

SERVICE IMPROVEMENT DEVELOPMENT

Contribute to any training and education initiatives to support

the financial delivery of the RRDN

CORPORATE GOVERNANCE

Work with the RRDN administrative team to ensure contracts

are in place with all recipients of the RDN funding ahead of

making any payments

COMMUNICATION STAKEHOLDER MANAGEMENT (NHS AND NON-NHS)

Establish and maintain effective working relationships with all

relevant organisations customers and stakeholders

Ensure that the RRDN communicates effectively with

research Delivery Organisations and researchers regarding

funding matters

Contribute to effective communications within the RRDN,

including contributing as necessary to the preparation and

delivery of regular presentations, reports and newsletters to

the RRDN staff, members, stakeholders and other relevant

groups

Translate complex financial information into understandable

data to ensure the end users are aware of the financial

implications of decisions or actions

Job description

Job responsibilities

The Finance Officer will manage the procedures for disseminating

and accounting for NIHR Research Delivery Network (RDN) funding

within the Regional RDN (RRDN) for an annual budget of circa £30M.

This role will assist the Finance Manager with financial management

for the RRDN and will provide general support with the operations of

the RRDN. This role will provide robust details of financial

accountability

alongside the Finance Manager and Host Organisation Finance team.

The Finance Officer will ensure, at all times, that there is clear

transparency of RDN usage and ensure there is a clear audit trail for

the accountability of expenditure. This role will ensure that all

processes will align to the Host Organisations Standing Financial

Instructions (SFIs), and help to develop and implement a streamlined

system for the receipt and payment of invoices from research Delivery

Organisations (organisations delivering RDN portfolio research)

across the RRDN region. This role will be responsible for ensuring all

RDN subcontracts are in place ahead of making payments. This role

will also be responsible for processing the Excess Treatment Costs

(ETC) payments for the systems and ensuring all payments are

processed in-line with the Host Organisation requirements and within

the contractual and sub-contractual arrangements for the RRDN.

The Finance Officer will be involved in the management of the budget

and will introduce, adapt and improve systems to assess applications

for funding and will lead on the day-to-day coordination of budgets

and the reporting of RDN expenditure as required by the RDN

Coordinating Centre (RDNCC). The Finance Officer will also support

the Finance Manager to make sure that provider delivery plans and

reports are in place in a timely fashion.

FINANCIAL MANAGEMENT RESPONSIBILITIES

Support the Finance Manager in delivering a comprehensive

finance service to the RRDN, including assisting in the annual

budget planning process (developing Outline Use of

Resources and consultation with key stakeholders) and

providing expertise in the appropriate use of RDN funding to

all internal and external stakeholders

Assist in devising, implementing and managing RRDN-wide

procedures to ensure that RRDN funds are reliably and

efficiently used according to current DHSC and NIHR

guidance

Ensure that funds are spent in year and invoices processed

efficiently and accurately

Gain in-depth knowledge and advice of the NIHRs current

financial allocation model and its application to the RDN

Assist the Finance Manager with any local financial

modelling, calculating indicative budget allocations and

informing recipients of RDN funding outcomes

Follow up any queries raised by customer representatives or

RDN senior management

Support the funding call for strategic funding across the

RRDN

With the Finance Manager, frequently evaluate the procedure

for accessing funding to ensure that it continues to meet the

needs of researchers and other stakeholders in the RRDN

Gain in-depth knowledge of NHS support costs and develop

the ability to distinguish between service support costs,

research costs and treatment costs (including ETCs)

according to the appropriate national guidance, e.g.

Attributing the costs of health and social care Research Development (AcoRD)

Assist the Finance Manager to prepare and issue any ad hoc

calls for funding across the RRDN

Assist the Finance Manager in seeking assurance that all

relevant RRDN stakeholders have a process in place for

attributing and reporting RDN funding and ETC funding, and

ensuring full cost recovery for all RDN activities is in place

Deal with finance queries by receiving queries, obtaining

additional information from managers and, where required,

consulting with the Finance Manager

Contribute to any internal or external audits

Contribute to any financial oversight meetings with recipients

of RDN funding

Comply with the Host Trust Statutory Financial Instructions

(SFIs) at all times and report any breaches, working work with

the Host Organisation finance team

INFORMATION ADMINISTRATION

Oversee the general administration relating to the

management of the procedure for accessing RRDN funding.

This includes data input, management and maintenance of

the RRDN reports and reporting to the RRNCC

Provide organisations in receipt of RDN funding with timely

and accurate information in relation to their financial

allocation

Liaise with recipients of RDN funding on a regular basis over

utilisation of RRDN funding and alert senior staff to issues in

either appropriate circumstance (e.g. misuse of funds,

forecast for under or over-spending on the budget) and

prepare reports as required to the RDNCC

Support the process of regular data collection from recipients

of RDN funding on utilisation of funding and report to the RDNCC

Request regular and formal funding reports on the use of

RDN funding in a timely fashion from local recipients of RDN

funding, assess and report within the RRDN, the Host Trust

and RDNCC

Enable payments for RDN funding and NHS-England Excess

Treatment Cost (ETC) Funding, when a fully executed

contract is in place

Prepare accurate and timely letters on RDN funding

allocations

Receive and record receipt of invoices relating to the RRDN

using Host Organisation systems and process RDN BACS

payments

Deal with enquiries relating to finance procedure, approvals

and invoicing

Prepare monthly activity/finance reports for RRDN

management groups

Engage with the Host Organisation finance team to run

monthly income and expenditure reports and undertake

financial forecasting with the Finance Manager and RRDN

Operations Director

Contribute to the preparation of RRDN financial plans,

reports, policies, operating procedures and other documents,

working to ensure that documents are prepared to a high

standard and delivered on time

Contribute to the development and implementation of

strategies and financial systems for quality assurance, to

include audit and review of the work of the RRDN staff and

sites, providing feedback, development and support as

necessary

SERVICE IMPROVEMENT DEVELOPMENT

Contribute to any training and education initiatives to support

the financial delivery of the RRDN

CORPORATE GOVERNANCE

Work with the RRDN administrative team to ensure contracts

are in place with all recipients of the RDN funding ahead of

making any payments

COMMUNICATION STAKEHOLDER MANAGEMENT (NHS AND NON-NHS)

Establish and maintain effective working relationships with all

relevant organisations customers and stakeholders

Ensure that the RRDN communicates effectively with

research Delivery Organisations and researchers regarding

funding matters

Contribute to effective communications within the RRDN,

including contributing as necessary to the preparation and

delivery of regular presentations, reports and newsletters to

the RRDN staff, members, stakeholders and other relevant

groups

Translate complex financial information into understandable

data to ensure the end users are aware of the financial

implications of decisions or actions

Person Specification

Qualifications

Essential

• Degree in a relevant subject (eg. accounting, maths or relevant experience) or equivalent experience of financial management

Desirable

• A relevant specialist qualification (e.g. professional accountancy) or equivalent experience of financial management

Experience

Essential

• Considerable financial and performance management experience in a large organisation
• A good working knowledge of financial computer systems

Desirable

• Experience of working in the health and care research sector, the health and social care service sector or academic environment
• Previous NHS R&D finance experience

Skills & Behaviours

Essential

• Ability to manage, develop and monitor expenditure against a budget
• Ability to contribute to the formulation of an external budget, undertake financial modelling and budget planning activities
• Ability to contribute to financial monitoring and reporting to external parties in a timely and accurate manner
• Ability to compile, interrogate and analyse data to produce meaningful and accessible financial management reports
• Proven written and verbal communication skills with different staff groups, with the ability to discuss financial queries, which are often complex, including reasons for delays in payment
• Ability to prioritise competing demands, and to balance project development requirements with day-to-day operational needs

Other Criteria

Essential

• Self-motivated
• Resilient and calm under pressure
• Flexible to move quickly from one topic to another in a fast-moving environment
Person Specification

Qualifications

Essential

• Degree in a relevant subject (eg. accounting, maths or relevant experience) or equivalent experience of financial management

Desirable

• A relevant specialist qualification (e.g. professional accountancy) or equivalent experience of financial management

Experience

Essential

• Considerable financial and performance management experience in a large organisation
• A good working knowledge of financial computer systems

Desirable

• Experience of working in the health and care research sector, the health and social care service sector or academic environment
• Previous NHS R&D finance experience

Skills & Behaviours

Essential

• Ability to manage, develop and monitor expenditure against a budget
• Ability to contribute to the formulation of an external budget, undertake financial modelling and budget planning activities
• Ability to contribute to financial monitoring and reporting to external parties in a timely and accurate manner
• Ability to compile, interrogate and analyse data to produce meaningful and accessible financial management reports
• Proven written and verbal communication skills with different staff groups, with the ability to discuss financial queries, which are often complex, including reasons for delays in payment
• Ability to prioritise competing demands, and to balance project development requirements with day-to-day operational needs

Other Criteria

Essential

• Self-motivated
• Resilient and calm under pressure
• Flexible to move quickly from one topic to another in a fast-moving environment

Employer details

Employer name

Leeds Teaching Hospitals

Address

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF




Employer's website

https://www.leedsth.nhs.uk/ (Opens in a new tab)

Employer details

Employer name

Leeds Teaching Hospitals

Address

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF




Employer's website

https://www.leedsth.nhs.uk/ (Opens in a new tab)

National Health Service (NHS) is the umbrella term for the publicly-funded healthcare systems of the United Kingdom (UK). The founding principles were that services should be comprehensive, universal and free at the point of delivery—a health service based on clinical need, not ability to pay. Each service provides a comprehensive range of health services, free at the point of use for people ordinarily resident in the United Kingdom apart from dental treatment and optical care.