Job summary
Finance & Performance Analyst
37.5 hours per week
Full Time
Salary: £31,049 - £37,796 per annum
Closing Date: 10th September 2025
Interview Date: 14th October 2025
**This post may close early due to high numbers of applications, so you are advised to apply promptly.**
All correspondence for this vacancy will be sent by email; please check your account regularly including your Junk and SPAM areas.
A great and friendly place to work, so bring your passion, commitment and expertise and enjoy the opportunities to make a difference every day.
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A Finance and Performance Analyst is sought to join the Financial Management Team to provide financial support and advice to our Clinical Directorates and/or Corporate functions.
Main duties of the job
Working with the Senior Management Team, you will support the Finance Business Partner in providing financial information and advice on all aspects of finance related business, including but not limited to budgetary management (income & expenditure), capital investment, business case developments, savings programmes and the development of key performance indicators.
The post holder will be required to communicate complex information to a variety of staff at all levels within the organisation, often of a sensitive or personal nature, such as information around individuals pay.
The Finance and Performance Analyst is required to provide high quality information, support and advice whilst communicating complex information to ensure a cohesive approach to activity, income, expenditure and workforce.
They will work closely with the clinical & operational managers and relevant budget holders, taking responsibility for providing a comprehensive financial management service.
They will support the Finance Business Partner in providing financial reporting, planning, forecasting and advisory service within the directorates to the operational managers and budget holders.
About us
Here at George Eliot our vision to'excel at patient care' takes centre stage. An ever evolving clinically-led acute service provider we are on a journey to continually provide high quality, safe and responsive services delivered by inspiring, friendly and compassionate staff who share our corporate values which underpin everything we do. Our values are not just words on a piece of paper, they bond us together, reflect our ambition and shape who we are:
Effective Open Communication
excellence and safety in everything we do
Challenge but support
Expect respect and dignity
Local health that inspires confidence
Benefits: On-site nursery, 27 days minimum annual leave plus bank holidays, cycle to work scheme, flexible working, in house training and development, buying and selling of annual leave, subsidised restaurant, tranquillity garden and generous subsidised on-site parking.
Job description
Job responsibilities
To take responsibility for all aspects of budgetary management within the relevant directorates, including monthly monitoring of performance. This will include ensuring the financial position and reports present an accurate and robust cleansed data on monthly basis. You will collaborate with the managers to interpret financial information and variances from plan and offer guidance & advice so that potential financial problems can be identified early enough for effective corrective action to be taken.
To provide the Finance Business partner with the information necessary to support their production of the monthly directorate reports and collate details of appropriate relevant financial risks within the directorate raised through discussions with managers. This will include explanation of significant variance movements for inclusion in the directorates performance report.
To work with the Income & Contracts team, ensuring the directorate understand all aspects of finance including income and expenditure reporting, activity currencies, EBITDA and profitability.
To work on the directorates Quality & Efficiency Programme (QEP) supporting the Finance Business Partner and management team to identifying and monitoring QEP schemes.
To prepare the month end financial positions for directorates in readiness for Finance Business Partner review, considering all aspects of performance including workforce and activity. To take responsibility for FM month end close-down and collating the performance reporting pack for the directorates.
To support the collation of directorates forecast positions on monthly basis, working closely with the budget holders ensuring all key financial issues are considered.
To support the directorates annual budget setting exercise preparing appropriate key performance indicators, identifying activity, workforce and expenditure trends, cost pressures and QEPs, and working with budget managers on their plans.
To produce, understand and monitor agreed Key Performance Indicators using finance, activity, and workforce information.
To prepare and review all recharges, both to and by the directorate with partner organisations (e.g. Universities, NHS Trust, CCGs) and the commercial sector.
Support the Finance Business partner to developing the use of Service Line Reporting to engage clinicians and other directorate staff and developing efficient and high quality clinical services. This will involve taking the supporting role in ensuring the principles of Service Line Management are embedded within the directorates and developing & maintaining strategies and operational processes which support effective financial governance and management.
To assist the Finance Business Partner in collaborating with managers to make improvements to directorates performance.
To provide cover for the other Finance & Performance managers in their absence, providing financial information and support as and when required.
Provide information and support to the directorates internal performance management regime.
To carry out all of the above duties in line with standing financial instructions and standing orders of the Trust, and in accordance with local procedures and guidelines as notified from time to time. Any instances where the standing financial instructions are not being adhered to should be notified to the Head of Financial Management as soon as possible.
To support directorates in production of ad hoc and business cases costings, ensuring a workup of financial analysis of all options.
Job description
Job responsibilities
To take responsibility for all aspects of budgetary management within the relevant directorates, including monthly monitoring of performance. This will include ensuring the financial position and reports present an accurate and robust cleansed data on monthly basis. You will collaborate with the managers to interpret financial information and variances from plan and offer guidance & advice so that potential financial problems can be identified early enough for effective corrective action to be taken.
To provide the Finance Business partner with the information necessary to support their production of the monthly directorate reports and collate details of appropriate relevant financial risks within the directorate raised through discussions with managers. This will include explanation of significant variance movements for inclusion in the directorates performance report.
To work with the Income & Contracts team, ensuring the directorate understand all aspects of finance including income and expenditure reporting, activity currencies, EBITDA and profitability.
To work on the directorates Quality & Efficiency Programme (QEP) supporting the Finance Business Partner and management team to identifying and monitoring QEP schemes.
To prepare the month end financial positions for directorates in readiness for Finance Business Partner review, considering all aspects of performance including workforce and activity. To take responsibility for FM month end close-down and collating the performance reporting pack for the directorates.
To support the collation of directorates forecast positions on monthly basis, working closely with the budget holders ensuring all key financial issues are considered.
To support the directorates annual budget setting exercise preparing appropriate key performance indicators, identifying activity, workforce and expenditure trends, cost pressures and QEPs, and working with budget managers on their plans.
To produce, understand and monitor agreed Key Performance Indicators using finance, activity, and workforce information.
To prepare and review all recharges, both to and by the directorate with partner organisations (e.g. Universities, NHS Trust, CCGs) and the commercial sector.
Support the Finance Business partner to developing the use of Service Line Reporting to engage clinicians and other directorate staff and developing efficient and high quality clinical services. This will involve taking the supporting role in ensuring the principles of Service Line Management are embedded within the directorates and developing & maintaining strategies and operational processes which support effective financial governance and management.
To assist the Finance Business Partner in collaborating with managers to make improvements to directorates performance.
To provide cover for the other Finance & Performance managers in their absence, providing financial information and support as and when required.
Provide information and support to the directorates internal performance management regime.
To carry out all of the above duties in line with standing financial instructions and standing orders of the Trust, and in accordance with local procedures and guidelines as notified from time to time. Any instances where the standing financial instructions are not being adhered to should be notified to the Head of Financial Management as soon as possible.
To support directorates in production of ad hoc and business cases costings, ensuring a workup of financial analysis of all options.
Person Specification
Qualifications
Essential
- AAT qualified or with significant experience in a financial management role and actively studying for AAT or a CCAB (or equivalent) qualification
Desirable
- Qualified or passed CCAB (or equivalent) finalist
Experience
Essential
- Significant experience of working in financial management
- Experience of delivering/supporting specific improvement in CBU finance performance
- Experience of supporting the annual financial planning/budget setting process
Desirable
- Acute Sector experience
- Experience in procurement
- Experience of analysing and using non-financial as well as financial information in business planning, reporting and decision making
- Experience of presenting information to non-specialist colleagues including clinicians (or equivalent)
Specialist Knowledge
Essential
- Apply appropriate costing methodologies in accordance with best practice
- Intermediate knowledge of spreadsheet software applications
Desirable
- Knowledge of NHS legislation and NHS finance policies.
Disposition
Essential
- Professional and personal credibility and integrity
- Team player
- Able to support others to achieve objectives
- Calm and resolute under pressure
Person Specification
Qualifications
Essential
- AAT qualified or with significant experience in a financial management role and actively studying for AAT or a CCAB (or equivalent) qualification
Desirable
- Qualified or passed CCAB (or equivalent) finalist
Experience
Essential
- Significant experience of working in financial management
- Experience of delivering/supporting specific improvement in CBU finance performance
- Experience of supporting the annual financial planning/budget setting process
Desirable
- Acute Sector experience
- Experience in procurement
- Experience of analysing and using non-financial as well as financial information in business planning, reporting and decision making
- Experience of presenting information to non-specialist colleagues including clinicians (or equivalent)
Specialist Knowledge
Essential
- Apply appropriate costing methodologies in accordance with best practice
- Intermediate knowledge of spreadsheet software applications
Desirable
- Knowledge of NHS legislation and NHS finance policies.
Disposition
Essential
- Professional and personal credibility and integrity
- Team player
- Able to support others to achieve objectives
- Calm and resolute under pressure
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.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
Additional information
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.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
