Financial Management Reporting Lead

Bristol NHS Foundation Trust; West of England; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

Bristol NHS Foundation Trust is recruiting a Financial Reporting Lead to join the merged Financial Management Team, driving reporting, budgeting and forecasting across the organisation.

You will lead and develop Management Accounts teams, standardise processes, and work with clinical and operational leaders to support strategic decisions during the NHS merger integration.

Qualifications

• Fully qualified accountant with CCAB/CIMA or equivalent qualification.
• Evidence of continuing professional development.
• Significant experience in financial reporting, management accounting, or financial planning within a large NHS or regulated environment.
• Experience delivering monthly reporting, forecasting processes and planning frameworks.
• Experience developing reporting tools, systems and templates.
• Experience managing and developing financial staff.
• Strong programme and project management capability.

Responsibilities

• Lead design, coordination and delivery of financial management reporting across internal and external stakeholders.
• Manage and develop the Management Accounts teams and drive planning, forecasting and budgeting processes.
• Embed continuous improvement culture with focus on efficiency, automation and standardisation.

Skills

Financial reporting

Management accounting

Forecasting

Stakeholder engagement

Process improvement

Education

CCAB/CIMA or equivalent

Tools

Excel

ERP systems

Job description

North Bristol NHS Trust (NBT) and University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) have merged as of 1st July 2026 to become Bristol NHS Foundation Trust. This creates an exciting future that brings together the best of both organisations. As a single, strong and sustainable organisation, we will not only be able to deliver better outcomes for our patients and fairer care for our population, but it will also provide greater opportunities for our people. Bristol NHS Foundation Trust recognise the value of a healthy work-life balance. When applying, speak to us about how we might be able to accommodate flexible working, so your work life fits around your home life. We particularly welcome applications from Black, Asian and minority ethnic candidates as they are under-represented within the Trust. Generative artificial intelligence (AI) describes algorithms that can be used to produce new content, including audio, code, images, text, simulations, and videos. It is developing all the time and is now being used as a support mechanism for all kinds of content-based creations. Please note the use of AI is monitored and if applicants have used it then they are required to declare this.

Job Overview

This is an exciting opportunity to join the merge Financial Management Team responsible for, among others, financial performance analysis, budgeting, financial planning and forecasting. The Financial Management Team supports a diversified group of operational and clinical leaders on the day-to-day budgetary management performance as well as strategic financial decisions. As a Financial Reporting Lead with the Financial Management function, you will play a central role in integration and alignment of two merging Management Accounts Team. The post holder will play a vital role in the design, coordination and delivery of the financial management reporting across the internal and external stakeholders. The role will also provide strong leadership skills managing Management Accounts Teams and driving key processes, such as planning, forecasting and budgeting. It will be an excellent opportunity to embed a culture of continuous improvement with focus on efficiency, automation and standardisation of processes, systems and other tools.

Detailed Job Description And Main Responsibilities

For a more detailed job description, main responsibilities, and Person Specification, please refer to the job description document attached to this vacancy.

Qualifications

• Fully qualified accountant (CCAB/CIMA or equivalent recognised professional qualification)
• Evidence of continuing professional development

Experience

• Significant experience in financial reporting, management accounting, or financial planning within a large, complex NHS organisation or similarly regulated environment
• Proven experience delivering: Monthly reporting Forecasting processes Planning frameworks
• Experience developing reporting tools, systems, and templates
• Experience managing and developing financial staff
• Strong programme and project management capability

Knowledge, Skills And Abilities

• Leads with integrity and inclusivity (NHS People Promise)
• Advanced analytical and problem-solving skills
• Ability to design reporting solutions and improve processes and systems
• Strong communication and influencing skills
• Ability to work across multiple stakeholders with competing priorities

Desirable criteria

• Strong understanding of NHS financial reporting requirements (including PFR) and financial planning frameworks
• Strategic thinking and influencing
• Managing complexity and change

Important

• As an equal opportunities employer actively working towards a diverse workforce we aim to recruit and retain a workforce which represents the rich diversity of the local population at all levels and are committed to designing our services around the needs of individual patients and those around them. Anonymous information will be used from your application to ensure we’re meeting our pledge.
• The Trust is committed to investing in and caring for all our staff. We will support you in maintaining and improving your health and wellbeing, as well as your career development through management and training support - developing exceptional people for exceptional careers.
• BFT is committed to safeguarding and promoting the welfare of children, young people, and vulnerable adults.
• To comply with Part 7 of the Immigration Act 2016 all applicants must be able to speak fluent English to an appropriate standard which will be assessed at Interview.
• If you require sponsorship for a visa to work in the UK, to avoid disappointment, please check to ensure you are eligible under the UKVI points based system.
• The Trust uses electronic new starter forms on Trac to collect personal details. Information collected is securely stored and used to set up the employee record on the ESR HR system.
• By applying for this post, you are agreeing to Bristol NHS Foundation Trust transferring the information contained in this application to its preferred applicant management system. If you are offered a job, information will also be transferred into the national NHS Electronic Staff Records system.