Job vacancy: Head of Financial Analysis – Financial Planning & Delivery, Public Health Wales NHS Trust, Pen y Bont

Job summary

Main area: Financial Analysis
Grade: Band 8a
Contract: Permanent
Hours: Full time - 37.5 hours per week
Job ref: 028-AC073-0325

Employer: Public Health Wales NHS Trust
Employer type: NHS
Site: Bocam Park, Pencoed
Town: Pen y Bont
Salary: £54,550 - £61,412 per annum
Salary period: Yearly
Closing: 13/04/2025 23:59
Interview date: 24/04/2025

Head of Financial Analysis – Financial Planning & Delivery

Band 8a

Welcome to the NHS Wales Executive, a new national support function, operational from 1 April 2023

Our key purpose is to…

Drive improvements in the quality and safety of care - resulting in better and more equitable outcomes, access and patient experience, reduced variation, and improvements in population health.

To find out more visit NHS Wales Executive.

Our values

Working together, with trust and respect, to make a difference

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.

Detailed job description and main responsibilities

Your responsibilities will include:

Delivering analyses that are a core foundation to the work of the Directorate, through consolidating and analysing data that includes monthly monitoring returns, annual financial plans and integrated medium-term plans.
On an ad hoc basis supporting our internal and external stakeholders in connecting financial analysis with other data that supports strategic and operational monitoring, planning and decision making.
This will include supporting the ongoing maintenance and development of an all Wales repository for analytical products which contains highly complex financial, performance and benchmarking data.
The postholder will direct and lead this work through a small team of business analysts, and act as a subject matter expert in relation to the use and interpretation of data within the FP&D Directorate.
Provide leadership and expertise in these topics that then supports the education and development of others, including presenting complex data in an accessible way, to ensure that outputs are sufficiently understood and appropriately used.
As part of the Senior Team, the post holder will be required to contribute to the development, management and success of the Directorate as a whole.

You will be able to find a full Job description and Person Specification attached within the supporting documents or please click “Apply now” to view in Trac.

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

For further details please contact: [email protected]

Person specification

Qualifications & Knowledge

Essential criteria

• CCAB/CIMA qualified accountant
• Evidence of continuing professional/personal development

Desirable criteria

• Programme or project management qualification or equivalent experience e.g. PRINCE 2

Experience

Essential criteria

• Demonstrable experience of understanding complex financial datasets and other data sources, including the quality and reliability of the data e.g. monthly monitoring returns, financial plans and business cases
• Demonstrable experience of triangulating financial data with other sources including workforce and activity
• Demonstrable experience of leading the implementation of successful process changes
• Experience of operating as a lead specialist in development and production of products or outputs
• Substantial experience of working with diverse senior professional and managerial groups across a range of organisations and professional disciplines
• Experience of developing and implementing evidence related projects
• Proven ability to build relationships with stakeholders to understand and deliver service requirements
• Proven ability to work collaboratively
• Experience of handling and communicating sensitive and confidential information to internal and external stakeholders of all levels

Desirable criteria

• Experience of working with key partner organisations, especially Welsh Government, DHCW (previously NWIS), WHSSC and NHS Health Boards, and also organisations beyond Wales

Skills and Attributes

Essential criteria

• Ability to understand and interpret user requirements and develop into meaningful information using appropriate techniques, including data visualisation.
• Ability to review and interpret complex information (qualitative and quantitative) and distil succinct key messages and advice for a senior audience.
• Strong communication skills and an ability to manage multiple key stakeholders.
• Advanced skills in Microsoft Excel
• Ability to work autonomously using own initiative, evidence reviews and research to devise solutions where there is no precedent.
• Strong verbal communication skills to explain complex analytics (financial and non-financial) to a range of stakeholders, often including senior non-finance staff
• Clear understanding of project planning and management, including monitoring and evaluation of projects
• Ability to inspire and motivate others to participate in a project
• Evidence of ability to negotiate and obtain co-operation from colleagues and stakeholders from other organisations using networking skills. Experience of how to maintain and improve quality of service through monitoring, evaluation and improvement
• Proven ability to effectively translate knowledge in order to influence practice
• Able to multi-task in a fluid environment
• Ability to prioritise, plan and manage own workload
• Excellent communication and presentation skills and evidence of working collaboratively with clinicians and other senior stakeholders
• Information and knowledge management skills
• Budgetary management
• Keyboard and IT skills for common office software

Desirable criteria

• Ability to speak Welsh or willingness to learn
• Ability to deliver change through engagement, negotiation and persuasion skills
• Skills in Power BI and PowerPoint

Knowledge

Essential criteria

• Subject matter expert on matters relating to the use and interpretation of data, including the use of business intelligence software
• Extensive practical and theoretical knowledge of NHS financial challenges and practice.
• Expert skills and experience of analysing statistical and trend information and ability to carry out highly complex calculations and reconciliations from a variety of data sources, large and small
• High level of awareness of sources of relevant information
• Expert in relevant evidence synthesis matters and wide knowledge of data visualisation techniques
• Good understanding of value based healthcare and the role that data and analytics can play in supporting the implementation of national policy
• Up-to-date knowledge of current NHS finance related strategies and policies such as NHS Reference Costing, Patient Level Costing and NHS Improvement Costing Transformation Programme.

Desirable criteria

• Understanding of the Welsh costing returns process and content.
• Understanding the environmental and “political” context in which the NHS Finance regime works.
• Understanding of determinants of health and health inequalities
• Knowledge of Project Management software

Personal Attributes (Demonstratable)

Essential criteria

• Ability to apply creative thought to develop and implement effective solutions to complex problems
• Ability to positively influence the actions of others
• Ability to lead the day to day management of a team, including workload planning, prioritisation and co-ordination, ensuring that all outputs are high quality and provide insight to key stakeholders
• Ability to communicate and effectively disseminate information to stakeholders/partners of all levels
• Highly committed and self motivated
• Energy, resilience and commitment.
• Motivator
• Team player
• Proven ability to work to tight deadlines and under pressure

Other

Essential criteria

• Able to travel to locations across Wales

NHS Wales Executive, 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 [email protected]

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 to apply for multiple roles or relying on automated AI application services, such as Lazy Apply or AI Apply, may not provide the necessary information, leading to your application being overlooked. 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.

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 who may wish to work part time or apply on a job share basis.

To work in the UK, all candidates who are not UK or Republic of Ireland (RoI) nationals require sponsorship to obtain either a Health and Care visa or Skilled Worker visa, unless you have permission to work via another route. Non UK / RoI candidates wishing to apply should self-assess the likelihood of obtaining a Certificate of Sponsorship by visiting Work in the UK. If you are eligible for the Health and Care visa, application costs are lower and you do not need to pay the annual Immigration Health Surcharge.

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 organisation 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.