Finance Operations Officer

NHS; United Kingdom; Hybrid; GBP 27,000 - 31,000; Full time

Job summary

A major Integrated Health Board in the UK is seeking a Financial Operations role focused on managing financial data through the Oracle ledger system. Responsibilities include providing timely financial information to stakeholders, streamlining management account processes, and upholding compliance with NHS finance policies. Ideal candidates should possess strong financial reporting skills and proficiency in Excel, alongside the ability to communicate effectively across diverse teams. This permanent, full-time position offers an annual salary between £27,898 and £30,615.

Qualifications

• Experience and/or knowledge of financial procedures and techniques.
• Knowledge of financial and accounting procedures.
• Ability to work on multiple tasks simultaneously and meet tight deadlines.

Responsibilities

• Support to Clinical Boards to ensure financial information is timely and robust.
• Provide financial reporting information across the UHB.
• Communicate sensitive information to finance and non-finance staff.

Skills

Financial reporting

IT literacy

Customer awareness

Communication skills

Education

AAT qualified at Technician Level

Tools

Oracle ledger system

Excel

Job description

Job Summary

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 Details

• Date posted: 01 December 2025
• Pay scheme: Agenda for change
• Band: Band 4
• Salary: £27,898 to £30,615 a year per annum
• Contract: Permanent
• Working pattern: Full‑time, Home or remote working
• Reference number: 001-AC210-1125-A
• Job locations: Woodland House, Maes‑y‑Coed Road, Cardiff, CF14 4HH

Job Purpose

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

Duties and Responsibilities

• Financial Reporting – Responsible for completion of key month‑end activities ensuring accuracy of the financial position, maintaining a monthly checklist of routine adjustments such as expenditure accruals and prepayments; maintenance of a periodic income register; analysing and checking staffing expenditure; preparing journals to transfer costs; preparing and input monthly expenditure and budget journals; responding to ad‑hoc requests; manipulating and extracting financial information; providing weekly bank and agency information; working with external stakeholders for cross recharging; inputting petty cash claims; scheduling and extracting month‑end report information from the General Ledger; utilising UHB systems such as ESR Discoverer and Roster‑Pro.
• Service Improvement and Efficiency – Continual review of tasks to ensure cost‑effective processes; assisting in project work; contributing ideas for continual improvements and supporting operational plan.
• Professional Finance and Governance – Maintaining and reviewing procedures; ensuring adherence to general ledger financial controls; supporting the UHB year‑end accounts process.
• General / Partnership Working / Human Resource Management – Liaising with Accounts Payable and Receivable; supporting financial awareness development and training; administrative duties; providing feedback to team meetings.

Person Specification

Qualifications

• Essential: Experience and/or knowledge of financial procedures and techniques.
• Desirable: Experience and/or knowledge of financial procedures and techniques equivalent to AAT qualified at Technician Level; 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.

Experience

• Essential: Knowledge of financial and accounting procedures.
• Desirable: Same as above.

Personal Attributes & Skills

• Essential: IT literate with practical computer applications including advanced Excel; ability to work autonomously or as part of a team; ability to work on multiple tasks simultaneously and meet tight deadlines; good presentation, negotiation and facilitation skills; high motivation.
• Desirable: 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.

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.

Employer Details

• Name: Cardiff and Vale University Health Board
• Address: Woodland House, Maes‑y‑Coed Road, Cardiff, CF14 4HH
• Website: https://cavuhb.nhs.wales/