South West Yorkshire Partnership NHS Trust

Head of Financial Planning & Development

Information:

This job is now closed

Job summary

Are you looking for a position with an NHS Trust with strong values that match your own? Are you looking for a role which is high profile and visible both within the Trust and across the local NHS finance community? Then the role of Head of Financial Planning & Development with South West Yorkshire Partnership NHS Foundation Trust could be your ideal next position.

Reporting to the Deputy Director of Finance youll be an integral member of the Trust finance team leading on all aspects of the Trust financial planning process to ensure short and long term financial sustainability and helping to shape the strategic financial direction of the Trust.

For the ideal candidate this will give you an excellent opportunity to demonstrate your current skills and abilities and offer many opportunities to develop further with exposure to all aspects of the Trust (including recently established provider collaboratives).

All employees of the Trust are strongly encouraged to be fully vaccinated against COVID-19 to protect patients.

Main duties of the job

The Head of Financial Planning and Development is a pivotal role, ensuring that we plan and spend our money wisely, and that we continue to develop helping to ensure financial sustainability and quality safe services.

This will require the development, and maintenance, of good working relationships with a wide range of stakeholders. This will be at a number of levels, up to and including Trust Board, and both internally and externally. As such the successful candidate is expected to have excellent communication and influencing skills.

This will draw upon the utilisation of a number of tools including the evolving patient level costing reporting system for which this post has responsibility to manage the costing team and ensure that national submissions are made.

This is a key leadership role in the directorate to contribute to change management projects and development of directorate objectives and is an exciting opportunity to be involved in multiple varied workstreams and wider finance collaboration through Future Focussed Finance as we look to achieve level 3 accreditation.

About us

We are a specialist NHS Foundation Trust that provides community, mental health and learning disability services for the people of Barnsley, Calderdale, Kirklees and Wakefield. We also provide low and medium secure services and are the lead for the west Yorkshire secure provider collaborative.

Our mission is to help people reach their potential and live well in their communities, we do this by providing high-quality care in the right place at the right time. We employ staff in both clinical and non-clinical services who work hard to make a difference to the lives of service users, families and carers.

We encourage and welcome applications from all protected characteristic groups, we value diversity and want our workforce to be reflective of our communities.

Being a foundation Trust means were accountable to our members, who can have a say in how were run. Around 14,300 local people (including staff) are members of our Trust.

Join us and you will be one of over 4,500 staff committed to supporting and improving the mental, physical and social needs of the thousands of people we meet and help each year.

We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all colleagues and volunteers to share this commitment.

We do reserve to right to close vacancy before the advertised closing date if necessary, so please apply as soon as possible.

Details

Date posted

12 May 2023

Pay scheme

Agenda for change

Band

Band 8b

Salary

£56,164 to £65,262 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9378-QA01105

Job locations

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Job description

Job responsibilities

JOB SUMMARY

1.1 Responsibility for the development, delivery and interpretation of Trust financial performance, play a key leadership role in the development of the Trusts financial planning requirements working closely with internal and external stakeholders and regulators. The post holder will have responsibility for the production of high quality financial performance reports to Trust Board and external returns to NHS England and other bodies.

1.2 Finance lead responsible for the development of the Trust annual plan and strategic financial direction. This includes consolidation of the Trust annual plan and completion of the associated documentation. Ongoing monitoring of performance against that plan including recommendations and mitigating actions.

1.3 Lead on the provision of excellent financial analysis to identify and support programmes of work within the Trusts financial sustainability plan supporting efficiency improvement and identify areas of cost reduction or income growth.

1.4 In conjunction with the Business Intelligence Lead, lead on benchmarking the Trust's services in support of efficiency improvement and identify areas for cost reduction or income growth.

1.5 Develop financial and non-financial models to inform strategic planning at care group and Trust level. Present this information, which could be sensitive or contentious.

1.6 Lead and ensure that systems, policies, checks and procedures are in place to ensure financial control and probity.

1.7 Provide training to finance staff, care group staff and support services as appropriate.

1.8 Provide expert technical support to senior finance staff, care group finance managers and care group directors and managers in relation the technical execution of costing, service line reporting and patient level costing.

1.9 Able to work in matrix management within multi disciplinary teams to achieve directorate and corporate objectives.

2 KEY RELATIONSHIPS

2.1 The Head of Financial Planning & Development will be required to establish and maintain good working relationships with:

Staff, at all levels, within the Trust, in delivering quality financial services and providing technical excellent and informative financial advice;

In particular cae group senior managers helping them develop their commercial financial expertise and the impact on their services

Clinical and operation managers - including through service line reporting, patient level costing

Other NHS and Foundation Trusts

Performance & Information, Business Development & Contracting teams.

NHS England and other regulatory organisations in relation to the submission of the Operational Plan business cases and other financial modelling.

The West Yorkshire and South Yorkshire integrated care system.

Commissioners of the services we provide

The Trusts Internal and External Auditors

KEY RESULT AREAS:

Financial strategy, planning and long term financial sustainability

1

2

3

3.1 To lead completion of the Trust financial plan in accordance with NHS England and ICB requirements. To collate the detailed operational plan, ensuring consistency with care group plans and highlighting key assumptions and potential financial risks. Completion of associated documentation.

3.2 Provide technical expertise and leadership in the development of the Trust financial strategy to support business planning and co-ordinate inputs required.

3.3 Develop a model which provides sensitivity analysis on the key performance targets. Use internal and external benchmarking to support the Trusts financial sustainability plans.

3.4 Develop financial and non-financial capacity and costing models to inform and develop strategic financial planning. Provide excellent financial analysis to support decision making and influence how our financial resources are best deployed especially if options are contentious or sensitive. Utilise various systems and sources to support decision making.

3.5 Key contact for external organisations and project work in relation to costing and benchmarking.

3.6 Ensure that contract income is consistent with plan assumptions.

Financial governance

3.7 Lead on the design, development and implementation of systems (including financial ledger) and internal control to ensure financial efficiency and probity and ensure these are implemented across the Trust.

3.8 Support the Deputy Director of Finace to review and update Standing Financial Instructions, financial procedures and accounting policies. Working with the overall team to ensure that risks are suitably managed and mitigated.

3.9 Ensure that policies and procedures are in line with Trust standards and that compliance is maintained.

3.10 Ensure that appropriate training is provided to budget holders and clinicians on financial issues in order to improve financial awareness, performance, cost effectiveness and efficiency to maximise the use of resources.

3.11 Support the development of the finance team including national accreditations such as Future Focused Finance

Costing, Service Line Reporting, Patient level costing

3.12 To lead the function in the production of annual cost returns in accordance with current guidance and best practice. Provide oversight and expert technical advice on costing approaches and methodologies to support the Trusts business model.

3.13 To provide appropriate costing and pricing advice to support business cases, operational plans and efficiency programmes.

3.14 To develop a systematic approach to benchmarking the Trusts services, in support of the efficiency improvements and identify opportunities for cost reduction or income growth. To initiate and lead appropriate workstreams.

3.15 To develop and enhance Service Line reporting and Patient Level Costing within the Trust working in conjunction with clinical, service and information colleagues. Helping to develop their commercial and financial expertise and understanding the inter-relationships between income and variable costs.

3.16 To ensure that systems in place meet organisational priorities and is intergrated with other reporting systems.

3.17 Undertake profitbability, contribution and breakeven analysis for new and existing services. Ensure that business cases, including capital schemes, are fully assessed for their financial impact to enable seniot management and the Board to make fully informed decisions.

3.18 Provide appropriate training and development of staff to use the system effectively.

Other duties

3.19 Leadership role in the directorate to contribute to change management projects and development of directorate objectives.

3.20 Responsible for staff management, including finance manager level staff, providing direction and leadership, including staff appraisal, development and performance.

3.21 Deputise for the Deputy Director of Finance as required and appropriate.

3.22 Provide financial input and support to the development of Trust business cases.

For full details of the role please see the supporting documents attached.

Job description

Job responsibilities

JOB SUMMARY

1.1 Responsibility for the development, delivery and interpretation of Trust financial performance, play a key leadership role in the development of the Trusts financial planning requirements working closely with internal and external stakeholders and regulators. The post holder will have responsibility for the production of high quality financial performance reports to Trust Board and external returns to NHS England and other bodies.

1.2 Finance lead responsible for the development of the Trust annual plan and strategic financial direction. This includes consolidation of the Trust annual plan and completion of the associated documentation. Ongoing monitoring of performance against that plan including recommendations and mitigating actions.

1.3 Lead on the provision of excellent financial analysis to identify and support programmes of work within the Trusts financial sustainability plan supporting efficiency improvement and identify areas of cost reduction or income growth.

1.4 In conjunction with the Business Intelligence Lead, lead on benchmarking the Trust's services in support of efficiency improvement and identify areas for cost reduction or income growth.

1.5 Develop financial and non-financial models to inform strategic planning at care group and Trust level. Present this information, which could be sensitive or contentious.

1.6 Lead and ensure that systems, policies, checks and procedures are in place to ensure financial control and probity.

1.7 Provide training to finance staff, care group staff and support services as appropriate.

1.8 Provide expert technical support to senior finance staff, care group finance managers and care group directors and managers in relation the technical execution of costing, service line reporting and patient level costing.

1.9 Able to work in matrix management within multi disciplinary teams to achieve directorate and corporate objectives.

2 KEY RELATIONSHIPS

2.1 The Head of Financial Planning & Development will be required to establish and maintain good working relationships with:

Staff, at all levels, within the Trust, in delivering quality financial services and providing technical excellent and informative financial advice;

In particular cae group senior managers helping them develop their commercial financial expertise and the impact on their services

Clinical and operation managers - including through service line reporting, patient level costing

Other NHS and Foundation Trusts

Performance & Information, Business Development & Contracting teams.

NHS England and other regulatory organisations in relation to the submission of the Operational Plan business cases and other financial modelling.

The West Yorkshire and South Yorkshire integrated care system.

Commissioners of the services we provide

The Trusts Internal and External Auditors

KEY RESULT AREAS:

Financial strategy, planning and long term financial sustainability

1

2

3

3.1 To lead completion of the Trust financial plan in accordance with NHS England and ICB requirements. To collate the detailed operational plan, ensuring consistency with care group plans and highlighting key assumptions and potential financial risks. Completion of associated documentation.

3.2 Provide technical expertise and leadership in the development of the Trust financial strategy to support business planning and co-ordinate inputs required.

3.3 Develop a model which provides sensitivity analysis on the key performance targets. Use internal and external benchmarking to support the Trusts financial sustainability plans.

3.4 Develop financial and non-financial capacity and costing models to inform and develop strategic financial planning. Provide excellent financial analysis to support decision making and influence how our financial resources are best deployed especially if options are contentious or sensitive. Utilise various systems and sources to support decision making.

3.5 Key contact for external organisations and project work in relation to costing and benchmarking.

3.6 Ensure that contract income is consistent with plan assumptions.

Financial governance

3.7 Lead on the design, development and implementation of systems (including financial ledger) and internal control to ensure financial efficiency and probity and ensure these are implemented across the Trust.

3.8 Support the Deputy Director of Finace to review and update Standing Financial Instructions, financial procedures and accounting policies. Working with the overall team to ensure that risks are suitably managed and mitigated.

3.9 Ensure that policies and procedures are in line with Trust standards and that compliance is maintained.

3.10 Ensure that appropriate training is provided to budget holders and clinicians on financial issues in order to improve financial awareness, performance, cost effectiveness and efficiency to maximise the use of resources.

3.11 Support the development of the finance team including national accreditations such as Future Focused Finance

Costing, Service Line Reporting, Patient level costing

3.12 To lead the function in the production of annual cost returns in accordance with current guidance and best practice. Provide oversight and expert technical advice on costing approaches and methodologies to support the Trusts business model.

3.13 To provide appropriate costing and pricing advice to support business cases, operational plans and efficiency programmes.

3.14 To develop a systematic approach to benchmarking the Trusts services, in support of the efficiency improvements and identify opportunities for cost reduction or income growth. To initiate and lead appropriate workstreams.

3.15 To develop and enhance Service Line reporting and Patient Level Costing within the Trust working in conjunction with clinical, service and information colleagues. Helping to develop their commercial and financial expertise and understanding the inter-relationships between income and variable costs.

3.16 To ensure that systems in place meet organisational priorities and is intergrated with other reporting systems.

3.17 Undertake profitbability, contribution and breakeven analysis for new and existing services. Ensure that business cases, including capital schemes, are fully assessed for their financial impact to enable seniot management and the Board to make fully informed decisions.

3.18 Provide appropriate training and development of staff to use the system effectively.

Other duties

3.19 Leadership role in the directorate to contribute to change management projects and development of directorate objectives.

3.20 Responsible for staff management, including finance manager level staff, providing direction and leadership, including staff appraisal, development and performance.

3.21 Deputise for the Deputy Director of Finance as required and appropriate.

3.22 Provide financial input and support to the development of Trust business cases.

For full details of the role please see the supporting documents attached.

Person Specification

PHYSICAL ATTRIBUTES

Essential

  • Ability to undertake the duties and demands of the post. A satisfactory sickness record over the previous 2 years (subject to the need to act with fairness and equality of opportunity, particularly where the sickness is related to a disability and/or pregnancy).

Qualifications

Essential

  • CCAB qualified with at least 3 years experience at senior level

Desirable

  • Evidence of personal development

SPECIAL KNOWLEDGE/SKILLS

Essential

  • Good understanding of financial processes demonstrate ability to improve systems and process working with the team
  • Ability to lead a project team and undertake project manager role within the Change Management Programme
  • Excellent negotiating and influencing skills
  • Able to horizon scan and assess future risks and mitigating actions
  • Excellent technical skills in relation to developing best practice in :
  • Financial Planning
  • Performance management
  • Service line reporting
  • Costing
  • Benchmarking
  • Currency development
  • Business case development
  • Able to produce clear reports and undertake complex analysis which can be understood by finance managers and budget holders to Board level
  • Understanding of external reporting and contracting environment in relation to costing , contracting and currency development
  • Good understanding of FT regulatory environment
  • Able to develop good working relationships with Directors and their teams provide reliable , relevant accurate and timely information

Desirable

  • Evidence of advanced excel skills
  • Understanding of current Payment By Results guidance for mental health currency development
  • Understanding of Mental health services
  • Customer service training

PERSONAL ATTRIBUTES

Essential

  • Leadership role in the organisation
  • Effective team leader
  • Effective negotiator
  • Effective time management
  • Models matrix working in finance and the care groups
  • Able to work autonomously without exceeding the remit
  • Excellent verbal and written communication

Experience

Essential

  • Experience of developing organisation wide financial plans including capacity modelling and scenario planning.
  • Ability to problem solve complex problems analyse issues and develop recommendations for decision making
  • Able to develop and write complex business cases for the organisation
  • Experience of undertaking complex costing analysis for >£100m organisation
  • Experience of developing currency models for costing products
  • Experience of implementing and maintaining standalone costing systems
  • Analysis and investigation of more complex variances including trend analysis for income and expenditure
  • Undertaking complex performance analysis using financial and non-financial data including benchmarking
  • Review and analysis of business Intelligence to make recommendations to Deputy Director of Finance to support decision making and planning for the organisation
  • Provide specialist technical advice and support to the Director of Finance and senior staff
  • Report writing to support decision making at Board / EMT level.
  • Experience of developing systems and processes for improvement
  • Experience of developing high performing teams
  • Track record of leadership and development of multi disciplinary teams
  • Delegation of work within team and management of delivery to deadlines
  • Provide senior technical support to project work internal and external to finance and across all care groups
  • Experience of representing the organisation at external negotiations or for a at a senior level

Desirable

  • NHS Experience
  • Foundation Trust experience
  • Experience in mental health provider
  • Experienced user of finance ledger systems
  • Experience of presentation to finance and no-finance audience
  • Experience of implementing and managing service line reporting and patient level costing
Person Specification

PHYSICAL ATTRIBUTES

Essential

  • Ability to undertake the duties and demands of the post. A satisfactory sickness record over the previous 2 years (subject to the need to act with fairness and equality of opportunity, particularly where the sickness is related to a disability and/or pregnancy).

Qualifications

Essential

  • CCAB qualified with at least 3 years experience at senior level

Desirable

  • Evidence of personal development

SPECIAL KNOWLEDGE/SKILLS

Essential

  • Good understanding of financial processes demonstrate ability to improve systems and process working with the team
  • Ability to lead a project team and undertake project manager role within the Change Management Programme
  • Excellent negotiating and influencing skills
  • Able to horizon scan and assess future risks and mitigating actions
  • Excellent technical skills in relation to developing best practice in :
  • Financial Planning
  • Performance management
  • Service line reporting
  • Costing
  • Benchmarking
  • Currency development
  • Business case development
  • Able to produce clear reports and undertake complex analysis which can be understood by finance managers and budget holders to Board level
  • Understanding of external reporting and contracting environment in relation to costing , contracting and currency development
  • Good understanding of FT regulatory environment
  • Able to develop good working relationships with Directors and their teams provide reliable , relevant accurate and timely information

Desirable

  • Evidence of advanced excel skills
  • Understanding of current Payment By Results guidance for mental health currency development
  • Understanding of Mental health services
  • Customer service training

PERSONAL ATTRIBUTES

Essential

  • Leadership role in the organisation
  • Effective team leader
  • Effective negotiator
  • Effective time management
  • Models matrix working in finance and the care groups
  • Able to work autonomously without exceeding the remit
  • Excellent verbal and written communication

Experience

Essential

  • Experience of developing organisation wide financial plans including capacity modelling and scenario planning.
  • Ability to problem solve complex problems analyse issues and develop recommendations for decision making
  • Able to develop and write complex business cases for the organisation
  • Experience of undertaking complex costing analysis for >£100m organisation
  • Experience of developing currency models for costing products
  • Experience of implementing and maintaining standalone costing systems
  • Analysis and investigation of more complex variances including trend analysis for income and expenditure
  • Undertaking complex performance analysis using financial and non-financial data including benchmarking
  • Review and analysis of business Intelligence to make recommendations to Deputy Director of Finance to support decision making and planning for the organisation
  • Provide specialist technical advice and support to the Director of Finance and senior staff
  • Report writing to support decision making at Board / EMT level.
  • Experience of developing systems and processes for improvement
  • Experience of developing high performing teams
  • Track record of leadership and development of multi disciplinary teams
  • Delegation of work within team and management of delivery to deadlines
  • Provide senior technical support to project work internal and external to finance and across all care groups
  • Experience of representing the organisation at external negotiations or for a at a senior level

Desirable

  • NHS Experience
  • Foundation Trust experience
  • Experience in mental health provider
  • Experienced user of finance ledger systems
  • Experience of presentation to finance and no-finance audience
  • Experience of implementing and managing service line reporting and patient level costing

Employer details

Employer name

South West Yorkshire Partnership NHS Trust

Address

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Employer's website

https://www.southwestyorkshire.nhs.uk (Opens in a new tab)

Employer details

Employer name

South West Yorkshire Partnership NHS Trust

Address

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Employer's website

https://www.southwestyorkshire.nhs.uk (Opens in a new tab)

Employer contact details

For questions about the job, contact:

Rob Adamson

robert.adamson@swyt.nhs.uk

07882818856

Details

Date posted

12 May 2023

Pay scheme

Agenda for change

Band

Band 8b

Salary

£56,164 to £65,262 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9378-QA01105

Job locations

Fieldhead Hospital

Ouchthorpe Lane

Wakefield

WF1 3SP


Supporting documents

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