Finance Operations Officer

NHS; Cardiff; On-site; GBP 35,000 - 45,000; Full time

Job summary

A prominent health organization in Cardiff is seeking a Finance Operations Officer to support clinical financial operations. The role entails providing financial information to Clinical Boards, ensuring robust controls, and maintaining high standards in financial tasks. Candidates should possess relevant financial experience, including knowledge of NHS policies, and must be proficient in Microsoft Excel. The ability to work autonomously and in a team is essential, along with strong communication skills. This role fosters professional growth in a dynamic healthcare environment.

Qualifications

• Experience in financial procedures and techniques.
• Knowledge of NHS finance policies and legislation.

Responsibilities

• Provide timely and robust financial support to Clinical Boards.
• Ensure consistency across management accounts transactional tasks.
• Conduct best practice reviews to maintain efficiency.
• Deliver financial reporting for various stakeholders.

Skills

Financial procedures knowledge

Customer awareness

Communication skills

Advanced Excel skills

Teamwork

Presentation skills

Persuasiveness

Education

AAT qualified at Technician Level

Tools

Microsoft Excel

Job description

Finance Operations Officer

The closing date is 10 December 2025

Please note, the interview date for this post is 16th December 2025.

This is a role in the Finance Operations Team.

Undertake a broad range of financial tasks which enable accurate, comprehensive financial data to be processed through the Oracle ledger system.

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

Main duties of the job

• Provide support to Clinical Boards to ensure financial information is both timely and robust and reflects the ongoing financial risks faced and opportunities available.
• To fulfil the vision of being a catalyst for change and continue to promote, develop and implement new ways of working.
• To centralise management accounts transactional tasks ensuring consistency is applied across the UHB.
• Through centralisation undertake best practice reviews to ensure efficiency is applied and maintained across all transactional tasks.
• To provide financial reporting information across the UHB for a wide variety of stakeholders using the Business Intelligence tools available.
• To respond to queries and provide advice on financial performance, accounting standards and financial controls within the UHB. This may involve communicating sensitive, complex or contentious information to both finance and non‑finance staff.
• To ensure robust controls are in place for all aspects of the general ledger.
• To provide support to and develop Corporate Financial Management – Resource management systems.

About us

Cardiff and Vale University Health Board is one of the largest Integrated Health Boards in the UK, employing over 17,000 staff, providing over 100 specialist services. Working across 6 hospital sites, we have a diverse range of career opportunities to offer. Serving over 500,000 people living in Cardiff and the Vale, we are focussed on the health and care needs of our local population whilst working with our partners to develop regional services. Together we are committed to improving health outcomes for everyone, delivering excellent care and support.

Our mission is "Living Well, Caring Well, Working Together", and our vision is that every person's chance of leading a healthy life should be equal. Our 10‑year transformation and improvement strategy, Shaping Our Future Wellbeing, is our chance to work collaboratively with the public and our workforce to make our health board more sustainable for the future.

Job responsibilities

You will be able to find a full Job description and Person Specification attached within the supporting documents or please click Apply now to view in Trac.

Person Specification

Person Specification details are available in supporting documents.

Qualifications

• Experience and or knowledge of financial procedures and techniques
• Experience and or knowledge of financial procedures and techniques equivalent to AAT qualified at Technician Level

Experience

• Knowledge of financial and accounting procedures.
• Ability to develop and maintain good relationships, with a highly developed sense of customer awareness, and the ability to communicate effectively with a diverse range of specialists.
• Knowledge of financial aspects of NHS legislation and NHS finance policies.
• Experience of dealing with major change and developing solutions.

Personal Attributes & Skills

• IT literate with practical computer application skills covering Microsoft products including advanced level of Excel spreadsheets.
• Ability to work autonomously or as a member of a team.
• Ability to work on a number of tasks simultaneously and produce high quality work within tight deadlines.
• Good and well developed presentation negotiation and facilitation skills.
• Demonstrate a high degree of motivation.
• Enthusiastic and persuasive.

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.