Senior Finance Partner - Projects

SWLStG; Greater London; Hybrid; GBP 64,000 - 71,000; Full time

Benefits offered by this job

Flexible working

Job summary

South West London and St George’s Mental Health NHS Trust is seeking an ambitious finance professional to join the Financial Management team in London. The role focuses on delivering high-quality financial reporting, monthly management information and cross-functional process improvements.

You will work with digital partners to strengthen reporting and drive data-driven decision making, with a emphasis on automation and AI to reduce manual work. Flexible working arrangements are available.

Qualifications

• CCAB qualified accountant, finalist or professionally recognised equivalent.
• Qualification or certification in Power BI, Power Platform, RPA or data analytics.

Responsibilities

• Deliver high-quality financial reporting and monthly management information.
• Collaborate with finance, operational and corporate teams to improve reporting and data quality.
• Identify opportunities for innovation and automation using tools like Power BI and AI.

Skills

Analytical skills

Stakeholder engagement

Problem solving

Finance reporting

Automation mindset

Education

CCAB qualified accountant

Finalist or equivalent

Tools

Power BI

Power Platform

RPA

Data analytics tools

Job description

Site Tolworth Hospital Town Surrey London Salary £63,665 - £70,887 per annum inclusive of Outer London HCAs Salary period Yearly Closing 19/10/2026 23:59

South West London and St George's Mental Health NHS Trust has a rich history, well-established community links and an international reputation. We provide a full range of local mental health services to the Kingston, Merton, Richmond, Sutton and Wandsworth London boroughs, as well as specialist forensic mental health services, including specialised services such as national deaf adults and CAMHS inpatients and OCD.

We are committed to providing high quality integrated health and social care for local people with mental health problems in South West London and more specialist mental health services for people throughout the UK. The Care Quality Commission already rates our services as ‘good’ however we aim to be ‘outstanding’.

Our Values

We take pride in providing specialist care to our service users where our Trust values; being consistent, compassionate, collaborative, respectful and open is at the heart of everything we do. Our mission is "making life better together".

When you join us, you’ll be part of something special – an innovative and rapidly growing organisation that is helping to redefine the Mental Health, education and social care landscape in the UK.

As a Trust, we are happy to talk flexible working.

Job overview

Are you looking for a finance role where you can combine strong technical skills with innovation, improvement and real impact? At South West London and St George’s Mental Health NHS Trust, you will be joining an organisation with well-established community links and a strong reputation for delivering high-quality mental health services across Kingston, Merton, Richmond, Sutton and Wandsworth, as well as specialist services for people across the UK.

Guided by our mission of making life better together, and by our values of being respectful, open, compassionate, collaborative and consistent, we are looking for an ambitious and forward-thinking finance professional to join our Financial Management team at an exciting time for the Trust.

Main duties of the job

In this role, you will play an important part in helping the Finance Directorate deliver high-quality financial reporting, monthly management information and Trust-wide improvement projects. You will work closely with finance colleagues, operational and corporate teams, and digital partners to strengthen reporting, improve processes and make better use of data across the organisation.

A key part of the role will be identifying and delivering opportunities for innovation and automation, using tools such as Power BI, AI etc. to reduce manual processes, improve data quality and support better decision making.

Working for our organisation

Unless expressly stated in the job advert this role is not subject to sponsorship, please be advised that all offers of employment are subject to evidence of right to work in the UK.

We are Proud to Belong at South West London and St George’s Mental Health NHS Trust.

We have expert services, a rich history and a clear commitment to providing the best quality care for those with mental ill-health. T he Care Quality Commission already rates our services as ‘good’ - we aspire to be ‘outstanding’.

This is a great time to join us. We are transforming the way we care for our communities to support our mission of Making Life Better Together. We have built two brand new mental health facilities at Springfield University Hospital, which are amongst the best in the world. More developments are planned across our sites and services as we invest a further £120m to upgrade and modernise our estate by 2027.

We are inclusive and diverse and strive to be actively anti racist. We want to attract people from all backgrounds and experiences to enrich the work we do together. We are proud to co-produce and involve our local communities in all that we do.

We offer flexible working, career development and a varietybenefits to enable a positive, welcoming environment in which our people and their careers can thrive.

Come and join our inclusive teams and help our patients on their recovery journey.

Detailed job description and main responsibilities

About you

You may be a CCAB qualified accountant, finalist or professionally recognised equivalent with strong financial management experience, excellent analytical skills and the confidence to work with senior stakeholders. You will be someone who is highly organised, able to manage competing priorities and motivated by improving how finance services are delivered.

We are particularly interested in candidates who bring curiosity, creativity and a practical approach to problem solving. If you enjoy challenging existing ways of working constructively, turning ideas into measurable improvements and using data to support better decisions, this could be a great opportunity for you. Experience of NHS finance, Power BI, automation or digital transformation would be valuable, but above all we are looking for someone with the enthusiasm and drive to make a difference.

Our offer to you

In return, you will have the opportunity to develop your skills in a supportive finance team, contribute to meaningful improvement across a major mental health Trust and help shape how financial management services evolve. We offer excellent learning and development opportunities, a collaborative working environment and the chance to build experience across both core finance and digital improvement work.

If you are passionate about high-quality financial management, curious about digital innovation and keen to make a positive difference to how services are supported, we would be delighted to hear from you.

Use of Artificial Intelligence (AI) in job applications

If you have used AI to support the preparation of your application, please briefly indicate how it was used within your supporting statement or application form.

Please remember, your application is your opportunity to tell us about your skills, experience and motivation for the role. We encourage applicants to complete their application and supporting statement in their own words wherever possible. We recognise that AI tools can be helpful in supporting accessibility, and for improving spelling, grammar and structure.

Applications that rely heavily on AI-generated content can become generic and fail to accurately reflect an applicant’s individual experience. Applications that clearly demonstrate your own voice, reflections and experiences are often the most effective and help us better understand your suitability for the role.

Please be aware that information provided in your application and supporting statement may be explored further during the selection process. It is important that all applications accurately represent your own knowledge, skills and experience.

Person specification

Qualifications/ Training

• CCAB qualified accountant, finalist, or professionally recognised equivalent.
• Qualification or certification in Power BI, Power Platform, RPA or data analytics.

Experience

• Significant experience within a complex financial environment.
• Experience of preparing monthly management accounts and financial reporting.
• Experience of delivering finance improvement, automation or transformation projects with measurable benefits.
• Experience of developing reporting solutions using Power BI, advanced Excel or similar business intelligence tools.
• Experience of analysing large datasets and presenting findings to senior stakeholders.
• Able to demonstrate determination and experience of resolving complex issues through effective analysis, negotiation and stakeholder engagement.
• NHS finance experience.
• An understanding of Mental Health and the services provided by Trusts treating Mental Health clients.
• Experience of implementing AI, RPA, Power Automate, or digital transformation solutions.
• Up to date knowledge of Accounting Standards and the NHS Finance manual.

Knowledge/ Skills

• Strong financial management and accounting knowledge.
• Advanced Excel and data analysis skills.
• Ability to manage multiple projects and competing priorities.
• Strong problem-solving and analytical capabilities.
• Knowledge of business process improvement methodologies and how to apply them to financial reporting and control processes.
• Knowledge of NHS financial reporting requirements, month-end processes and year-end accounting requirements.
• Understanding of AI, RPA, Power Platform and modern business intelligence tools in a finance context.
• Experience of SQL, data warehousing, or advanced analytics tools.

At South West London St Georges Mental Health Trust we are committed to providing services which embrace diversity and that promote equality of opportunity. We are a Disability Committed Employer, and welcome applications from all sections of the community and people of all protected characteristics. We are Members of Stonewall Diversity Champions and Employers Network for Equality and Inclusion.

As part of the Trust's commitment to Equalities and Diversity, the Trust supports the establishment of Staff Networks groups to promote diversity in the workplace:

• BME (Evolve) Staff Network
• DiverseAbility
• Mental Health Staff Forum
• Women's Staff Network
• LGBTQIA+

We are committed to supporting the Armed Forces Community and has signed the Armed Forces Covenant.

We provide reasonable adjustments to the interview process for any candidates with a disability.

Please note:

• That the closing date listed is a guide only and that the vacancy may close earlier should sufficient number of applicants have been received
• That once you have submitted your application you agree to your application being transferred to a 3 rd party e-recruitment system
• That should you not have heard from us within three weeks from the closing date your application has not successful
• That priority consideration for applications may be given to at-risk NHS employees
• That should you be successful and appointed, you authorise South West London and St George's Mental Health NHS Trust to confirm your previous NHS service via an Inter Authority Transfer (IAT) process
• That your employment is offered subject to successful completion of a Probationary Period depending on your Band (except medical roles)
• That we are a smoke-free Trust

South West London and St George’s Mental Health NHS Trust does not charge any fees at any stage of the recruitment process, including job applications, sponsorship arrangements, or employment offers. The contact details published on our official website are the Trust’s authorised contact channels and should be used for all recruitment communications, job applications, and verification of employment offers.

Employer certification / accreditation badges

The postholder will have access to vulnerable people in the course of their normal duties and as such this post is subject to the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (Amendment) (England and Wales) Order 2020 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service to check for any previous criminal convictions.