Finance Analyst (Corporate Reporting)

NHS; Carmarthen; On-site; GBP 35,000 - 55,000; Full time

Job description

An exciting opportunity has arisen for an enthusiastic, motivated, and highly skilled individual to join the Corporate Reporting & Planning Team as a Finance Analyst. The Corporate Reporting & Planning Team have a unique and interesting role in the management and reporting of the overall Health Board's financial position, annual plan and budget position, and work closely with all teams across the Finance function.

Main duties of the job

As the Finance Analyst, you will be a central point of contact for the Corporate Reporting & Planning team and key responsibilities include:

• Preparing monthly financial reporting outputs right first time with supporting commentary.
• The management and reconciliation of key central Corporate Reporting budget components.
• Analytical review and management of large datasets.

Key skills relating to the role include:

• Extensive experience of working with Microsoft Excel.
• Exposure to Financial Systems.
• Strong analytical skills.

You will be required to support in the process improvement agenda, looking for efficiencies within the team.

You will be a critical thinker with strong problem solving skills who pays high attention to detail and has the ability to become familiar with new information quickly.

As a key link and central contact between various departments within Finance, it is essential you are an effective communicator.

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

About us

Hywel Dda University Health Board is the planner and provider of NHS healthcare services for people in Carmarthenshire, Ceredigion, Pembrokeshire and its bordering counties. Our 12,000 members of staff provide primary, community, in-hospital, mental health and learning disabilities services to almost 400,000 people across a quarter of the landmass of Wales. We do this in partnership with our three local authorities and public, private and third sector colleagues, including our volunteers.

Job responsibilities

You will be able to find a full job description and person specification attached within the supporting documents.

The Health Board is committed to supporting its staff to fully embrace the need for bilingualism thereby enhancing patient and service user experiences. In our commitment to increase the number of staff who are able to communicate in Welsh with patients and professionals, we welcome applications from Welsh speakers.

The ability to communicate in Welsh is desirable for this post. If you do not meet the Welsh Language requirements specified, the Health Board offers a variety of learning options and staff support to help you meet these minimal desirable requirements during the course of your employment with us.

Interviews will be held on 23/04/2025.

Person Specification

Qualifications and Knowledge

• Educated to Post Graduate Diploma level or equivalent, with significant relevant financial experience
• Previous specialist knowledge of Management Accounts, Financial Accounting or process improvement
• Experience at management level with proven professional and managerial experience and expertise
• Knowledge of integrated financial systems.
• CCAB qualification, studying towards or desired progression to professional Accountancy Qualification
• Evidence of Continuous Professional Development
• Knowledge of Oracle System Accounting
• Knowledge and understanding of SQL, Power Query and Power Bi Dashboard Reporting

Experience

• Experience of communicating, in writing and verbally, highly politically sensitive information to both internal and external stakeholders
• Experience of managing & mentoring staff with the ability to support and motivate
• Experience of delivering high-quality outputs within challenging deadlines
• Experience of working with and analysing substantial data sets efficiently
• Previous financial experience within the NHS, Public Sector, or a large complex organisation
• Experience of managing process improvement, change and associated behaviours

Other

• Able to work flexibly around key reporting milestones
• Able to travel between sites and to All Wales meetings in a timely manner
• Committed and self-motivated
• Welsh speaker (Level 1)

Skills & Attributes

• Advanced Microsoft Excel Skills & insightful analytical abilities
• Problem solving within work area
• Able to organise own and direct report workloads to meet deadlines whilst prioritising competing demands.
• Ability to communicate effectively by presenting complex financial information in an understandable way to non-finance colleagues

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.

Assistant Head of Corporate Reporting & Planning