Finance Partner

Job overview

An exciting opportunity has arisen for an enthusiastic, self-motivated and technically skilled individual to join the Finance Division of Public Health Wales NHS Trust. You will be responsible for the provision of management accountancy advice and support to managers at all levels.

You will need to demonstrate a high degree of financial awareness and have a good knowledge of Microsoft Excel. Management accounting experience in an NHS environment or similar large organisation is desirable. You will need excellent analytical and communication skills and be able to build excellent relationships with both finance and non-finance staff, with the ability to present financial data to a variety of individuals and groups.

Reporting to the Senior Finance Partner and working alongside other finance staff you will have exposure to a wide range of finance activities with a willingness to be involved in the development of the Trust Finance Team. This role supports the development of the individual with excellent opportunities for both personal and professional development as well as exposure to a range of challenges. The ability to speak Welsh is desirable for this post; English and/or Welsh speakers are equally welcome to apply.

Main duties of the job

• Provide high-quality financial advice, support, and insight to managers and budget holders across Public Health Wales.
• Produce accurate monthly financial reports, forecasts, and annual or ad hoc costings, helping services make informed decisions and achieve their objectives.
• Support budget holders on all aspects of financial management, including the development of business cases and financial plans.
• Build a strong understanding of the services you support, acting as a trusted finance partner and contributing to service improvement and value for money.
• Contribute to a culture of continuous improvement, meeting agreed objectives and supporting the development of effective financial processes.
• Deputise for the Senior Finance Partner when required, providing support and leadership across a range of finance activities.

Detailed job description and main responsibilities

Financial Management, Monitoring and Reporting

• Support designated Directorates and Divisions with budget management and financial planning.
• Monitor financial performance, analyse variances, and provide accurate forecasting and reporting.
• Meet regularly with budget holders to provide financial advice, challenge, and support.
• Prepare monthly financial reports, year-end forecasts, grant returns, and ad hoc financial analyses.
• Contribute to the development of financial plans, budgets, and business cases.
• Present financial information and recommendations at management and finance meetings.
• Support project managers by providing financial analysis and advice on funding and budget requirements.
• Assist with internal and external audit requirements.

Financial Systems and Continuous Improvement

• Maintain and develop financial information systems, databases, and reporting tools.
• Ensure the accuracy and integrity of financial data and reconciliations.
• Advise managers and budget holders on financial policies, procedures, and best practice.
• Identify and implement improvements to financial processes and controls.

Strategic Financial Planning and Costing

• Support the preparation of annual budgets, financial strategies, and the Integrated Medium Term Plan (IMTP).
• Prepare and review costings for business cases, grant applications, and service developments.
• Coordinate statutory and ad hoc costing exercises, ensuring consistent and robust methodologies.

Partnership Working and Communication

• Build effective relationships with managers, budget holders, and external stakeholders.
• Provide specialist financial advice, guidance, and training to non-finance staff.
• Communicate complex financial information clearly and confidently to a range of audiences.

Other Responsibilities

• Prioritise and manage workload to meet agreed objectives and deadlines.
• Maintain confidentiality and comply with Trust policies, procedures, and professional standards.
• Undertake any other duties appropriate to the grade of the post.
• Deputise for the Senior Finance Partner as required.

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; Welsh and/or English speakers are equally welcome to apply.

Applicant requirements

Welsh language skills are desirable