Finance Partner

NHS; Cardiff; On-site; GBP 32,000 - 46,000; Full time

Job summary

Public Health Wales NHS Trust is seeking an enthusiastic, self-motivated finance professional to join the Finance Division. You will provide management accounting advice and support to managers at all levels, with strong Excel skills and financial awareness.

The role offers opportunities to develop within NHS finance, build excellent relationships with both finance and non-finance staff, and contribute to robust financial planning, reporting and governance across the organisation.

Qualifications

• Educated to degree level (Level 6 qualification) or equivalent.
• ,
• Experience in Management Accounting.
• Experience of working in the Public Sector.
• Excellent analytical and numerical skills.
• Awareness of NHS Finance issues.

Responsibilities

• Provide high-quality financial advice, support, and insight to managers and budget holders.
• ,
• Produce monthly financial reports, forecasts, and costings.
• Support budget holders on financial management, including business cases and financial plans.
• Build understanding of services; act as trusted finance partner.
• Contribute to continuous improvement of financial processes.
• Deputise for Senior Finance Partner as required.

Skills

Financial analysis

Excel

Budgeting

Financial reporting

Stakeholder management

Communication skills

NHS finance knowledge

Education

Degree level

Tools

Financial accounting systems

Job description

BETA This is a new website - your feedback is welcomed to help us improve it.

Welcome to Public Health Wales, the national public health organisation for Wales

Our vision is Working to achieve a healthier future for Wales

Applicants are invited to apply in Welsh, any application submitted in Welsh will not be treated less favourably than an application made in English. To support our all Wales service, we particularly welcome applications from Welsh speakers.

Important Note for vacancies offered on a fixed-term or secondment basis.
Individuals who hold permanent (substantive) employment within the NHS may only be appointed via secondment. Approval for a secondment must be obtained from your current line manager prior to submitting an application.

Job overview

An exciting opportunity has arisen for an enthusiastic, self-motivated and technically skilled individual to join the Finance Division of Public Health Wales NHS Trust. You will be responsible for the provision of management accountancy advice and support to managers at all levels.

You will need to demonstrate a high degree of financial awareness and have a good knowledge of Microsoft Excel. Management accounting experience in an NHS environment or similar large organisation is desirable. You will need excellent analytical and communication skills and be able to build excellent relationships with both finance and non-finance staff, with the ability to present financial data to a variety of individuals and groups.

Reporting to the Senior Finance Partner and working alongside other finance staff you will have exposure to a wide range of finance activities with a willingness to be involved in the development of the Trust Finance Team.
This role supports the development of the individual with excellent opportunities for both personal and professional development as well as exposure to a range of challenges. 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

• Provide high-quality financial advice, support, and insight to managers and budget holders across Public Health Wales.
• Produce accurate monthly financial reports, forecasts, and annual or ad hoc costings, helping services make informed decisions and achieve their objectives.
• Support budget holders on all aspects of financial management, including the development of business cases and financial plans.
• Build a strong understanding of the services you support, acting as a trusted finance partner and contributing to service improvement and value for money.
• Contribute to a culture of continuous improvement, meeting agreed objectives and supporting the development of effective financial processes.
• Deputise for the Senior Finance Partner when required, providing support and leadership across a range of finance activities.

Working for our organisation

We are Public Health Wales– the national public health agency in Wales. Our purpose is ‘Working together for a healthier Wales’. We exist to help everyone in Wales live longer, healthier, happier lives. Together with our partners, we work to increase healthy life expectancy, improve health and well-being, and reduce inequalities for everyone in Wales, now and and for future generations.

Our teams work to prevent disease, protect health, and provide leadership, specialist services and public health expertise. We are the leading source of public health information, research and innovation in Wales. In a world facing complex health challenges, our work has never been so important.

We are guided by our Values, 'Working together, with trust and respect, to make a difference'. We are committed to building an inclusive workplace that values equality and diversity. We welcome applications which represent the rich diversity of the communities we serve and are supportive of flexible working arrangements, including part time roles and job sharing.

Detailed job description and main responsibilities

Financial Management, Monitoring and Reporting

• Support designated Directorates and Divisions with budget management and financial planning.
• Monitor financial performance, analyse variances, and provide accurate forecasting and reporting.
• Meet regularly with budget holders to provide financial advice, challenge, and support.
• Prepare monthly financial reports, year-end forecasts, grant returns, and ad hoc financial analyses.
• Contribute to the development of financial plans, budgets, and business cases.
• Present financial information and recommendations at management and finance meetings.
• Support project managers by providing financial analysis and advice on funding and budget requirements.
• Assist with internal and external audit requirements.

Financial Systems and Continuous Improvement

• Maintain and develop financial information systems, databases, and reporting tools.
• Ensure the accuracy and integrity of financial data and reconciliations.
• Advise managers and budget holders on financial policies, procedures, and best practice.
• Identify and implement improvements to financial processes and controls.

Strategic Financial Planning and Costing

• Support the preparation of annual budgets, financial strategies, and the Integrated Medium Term Plan (IMTP).
• Prepare and review costings for business cases, grant applications, and service developments.
• Coordinate statutory and ad hoc costing exercises, ensuring consistent and robust methodologies.

Partnership Working and Communication

• Build effective relationships with managers, budget holders, and external stakeholders.
• Provide specialist financial advice, guidance, and training to non-finance staff.
• Communicate complex financial information clearly and confidently to a range of audiences.

Other Responsibilities

• Prioritise and manage workload to meet agreed objectives and deadlines.
• Maintain confidentiality and comply with Trust policies, procedures, and professional standards.
• Undertake any other duties appropriate to the grade of the post.
• Deputise for the Senior Finance Partner as required.

You will be able to find a full Job description and Person Specification attached within the supporting documents

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

Person specification

Qualifications

• Educated to degree level (Level 6 qualification); or equivalent qualification; or equivalent level of relevant knowledge and skills.

Experience

• Management Accounting Experience
• Experience of working in the Public Sector

Skills

• Experience of computerised financial accounting systems.
• Excellent Analytical and Numerical Skills.
• Awareness of NHS Finance issues

Public Health Wales, reserves the right to close this vacancy early. We therefore encourage early applications.

Priority is given to staff awaiting redeployment. We therefore reserve the right to withdraw this advert at any stage.

If you have a disability and have any particular requirements to enable you to participate in the application process, please contact [e-mail]

IMPORTANT NOTE FOR APPLICANTS: Applications for our roles are carefully reviewed and shortlisted based on specific criteria, which varies from job to job.

Using a generic application or automated AI application services, such as Lazy Apply or AI Apply, does not usually provide enough personal evidence of your skills and experience relevant to the role. This can make it difficult for us to assess your suitability and will reduce your chances of being shortlisted.

To ensure your application is given full consideration, we recommend submitting a tailored application that directly addresses the criteria listed in the Person Specification section of the advert, providing clear evidence and examples to demonstrate how you meet each requirement.

Visa Sponsorship Eligibility

• If you require sponsorship under the Skilled Worker or Health and Care Visa routes, please ensure youself‑assess your eligibility for sponsorship for this role before applying.

If you are successful and short listed for interview you will be contacted by email using the address with which you registered. Please ensure you check your email account regularly.

We are committed to fair, transparent recruitment and believe in equality of opportunity in our workplace and will not tolerate discrimination on grounds of age, disability, gender identity, religion or belief, race or nationality, marriage or civil partnership status, sex, sexual orientation, working pattern, caring responsibilities, trade union activity or political beliefs – or on any other grounds. We welcome applications from individuals seeking flexible working arrangements.

The salary scale shown is for a full-time member of staff, with the amount being adjusted pro rata for those working less than 37.5 hours per week.

In general, anyone joining our Trust who has not previously worked in the NHS will, by default, start on the first point of the advertised pay band. Pay progression will then be determined by annual Performance and Development Reviews in accordance with the NHS Wales Pay Progression Policy . An application for Incremental Credit may be considered, but can only be awarded based on evidenced, reckonable service and/or equivalent, relevant experience.