Job summary
- Main area
- Finance
- Grade
- Band 6
- Contract
- Permanent
- Hours
- Full time - 37.5 hours per week
- Job ref
- 110-AC035-0325
- Employer
- Cwm Taf Morgannwg University Health Board
- Employer type
- NHS
- Site
- Dewi Sant Hospital
- Town
- Pontrypridd
- Salary
- £37,898 - £45,637 per annum
- Salary period
- Yearly
- Closing
- 10/04/2025 23:59
Employer heading

Financial Planning & Reporting Senior Analyst
Band 6
We provide healthcare services to people living in Bridgend, Merthyr Tydfil and Rhondda Cynon Taf county borough areas, serving a population of around 450,000. We are ideally situated between Wales’s capital city, Porthcawl to the west, and the stunning scenery in the Brecon Beacons.
Our vision is to care for our communities and patients by preventing ill-health, promoting better health, providing excellent services and reducing the need for inpatient care wherever possible through the provision of strengthened home, primary and community care.
We value the diversity of our staff and welcome applications from people from protected groups under the Equality Act 2010, this specifically includes age, sex, sexual orientation, gender identity/reassignment, race/nationality, religion/belief, disability, pregnancy and maternity and marriage and civil partnership.
Cwm Taf Morgannwg is a Living Wage Employer.
Please check your email account regularly. Successful applicants will receive all recruitment related correspondence via the email account registered on the application form.
All applicants are invited to apply in Welsh or English, and no preference will be given to applications submitted in either language.
Job overview
Now is a great time to join the Finance Department in Cwm Taf Morgannwg University Health Board. We currently have an exciting opportunity for an enthusiastic and highly motivated individual to join ur Financial Planning & Reporting Team
As a Finance professional keen to make a difference, you will be an integral part of delivering the Health Board's strategy by working with our finance teams and stakeholders, to provide support and help produce timely reporting and returns.
The successful candidate will need to be proactive, have a desire to learn the business of their area of responsibility and be able to develop good working relationships with, as well as providing assistance and advice to, Finance teams, Business Partners and other stakeholders.
Main duties of the job
The post holder will support the Finance Manager for Financial Planning & Reporting in the following key areas:
· The development and completion of Cwm Taf Morgannwg University Health Board (CTMUHB)’s Integrated Medium Term Plan.
· The CTMUHB budget setting process together with monitoring and management of corporate reserves and contingencies.
· Producing monthly financial reporting information for the Board and Welsh Government.
· Developing, improving and maintaining systems, processes and policies for financial planning & reporting across CTMUHB.
· Providing project support to support service change and reconfiguration.
Working for our organisation
Cwm Taf Morgannwg University Health Board is part of the NHS Wales family. Our Health Board provides primary, secondary and community health and wellbeing services to around 450,000 people living in three County Boroughs: Bridgend Merthyr Tydfil, and Rhondda Cynon Taf.
We live by our core values:
- We listen, learn and improve
- We treat everyone with respect
- We all work together as one team
We are a proud local employer; around 80% of our 15000 workforce live within our region, making our staff not only our lifeblood of our organisation but of the diverse communities that we serve.
Detailed job description and main responsibilities
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.
Person specification
Aptitude and Abilities
Essential criteria
- Excellent communication skills
- Work to tight deadlines and quickly review complex info
- Proficcient in use of microsoft packages (Excel, word, outlook)
Desirable criteria
- Ability to develop tools such as Qliksense
Experience
Essential criteria
- Experience of working in Management Accounts Function
- Experience of using computerised financial management systems
- Experience of budget setting
- Experience of working with variety of professions and disciplines
Desirable criteria
- Experience of working in NHS
- Experience of Oracle/Qliksense
Qualifications/Knowledge
Essential criteria
- Degree level of education or equivalent skills, knowledge and experience, plus highly developed specialist knowledge and expertise of finance systems
Desirable criteria
- Project management qualifications
Applicant requirements
Welsh language skills are not necessary
Documents to download
Further details / informal visits contact
- Name
- Jonathan Petherick
- Job title
- Finance Manager - Financial Planning & Reporting
- Email address
- [email protected]
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