Finance Officer

Job description

Job 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

JOB PURPOSE

Undertake a broad range of financial tasks which enable accurate, comprehensive financial data to be processed through the Oracle ledger system.

Provide support to Clinical Boards to ensure financial information is both timely and robust and reflects the ongoing financial risks faced and opportunities available.

To fulfil the vision of being a catalyst for change and continue to promote, develop and implement new ways of working.

To centralise management accounts transactional tasks ensuring consistency is applied across the UHB.

Through centralisation undertake best practice reviews to ensure efficiency is applied and maintained across all transactional tasks.

To provide financial reporting information across the UHB for a wide variety of stakeholders using the Business Intelligence tools available.

To respond to queries and provide advice on financial performance, accounting standards and financial controls within the UHB. This may involve communicating sensitive, complex or contentious information to both finance and non-finance staff.

To ensure robust controls are in place for all aspects of the general ledger.

To provide support to and develop Corporate Financial Management Resource management systems

DUTIES AND RESPONSIBILITIES:

1. Financial Reporting

To be responsible for the completion of key month end activities ensuring accuracy of the financial position e.g. maintaining a monthly checklist of all routine adjustments such as expenditure accruals and prepayments.

Maintenance of a periodic income register to ensure all income due is billed on a timely basis using standardised templates to enable automated processing.

To analyse and check staffing expenditure preparing journals to transfer costs to accurately reflect the monthly financial position working with Workforce information and budget holders to ensure that information is maintained in establishment control systems and payroll.

Prepare and input monthly expenditure and budget journals to ensure Directorate(s) financial reports accurately reflect the financial position for the period.

Responding to ad-hoc requests for financial information, investigating and resolving finance queries, liaising with directorate and corporate accountants and external customers as required ensuring that directorates meet their financial duties. This could require utilisation of the UHBs finance reporting tools: Oracle Discoverer, Qlikview and Report Manager.

To manipulate and extract financial information received from various data sources within Clinical Boards to allow for cross charges between Clinical Boards to take place. This information can be received in many formats and will require excellent Microsoft Excel and Access skills to transform the data to be processed through to the general ledger.

To provide Clinical boards with weekly bank and agency information using standard templates ensuring accuracy and completeness of input and analysing data for the production of scorecards.

To work with external stakeholders to ensure sufficient supporting information is provided to allow for cross recharging across the UHB for items such as interpreter and translation fees, taxis and mobile phone charges.

Input and process petty cash claims on to the general ledger using information provided by the Cashiers department.

To schedule and extract month end report information from the General Ledger using Oracle Discoverer to distribute information across the UHB relating to income, expenditure and budgets for both finance and non-finance staff.

To utilise and provide finance information from UHB systems such as ESR Discoverer and Roster-Pro for staff related costs, UHBs data warehouse for activity information.

2. Service Improvement and Efficiency

Continual review and best practice of tasks allocated in the Corporate Financial Management Resource Management checklist to ensure processes are carried out in a cost effective manner and are adding value.

To assist in the completion of project work as assigned by the Corporate Financial Management Resource Management which contributes to the furtherance of the modernisation objectives of the Corporate Financial Management Resource Management reviewing areas of best practice relating to income, pay and non pay tasks.

To contribute ideas for continual improvements, proposing changes to working practices within team meetings and supporting the Finance Departments operational plan.

3. Professional Finance and Governance

To maintain and review procedures ensuring best practise is achieved and compliance is made in accordance with relevant accounting standards.

To ensure that general ledger financial controls are adhered to as instructed by the Finance Reporting Accountant and Corporate Financial Management Resource Management Team Management.

To support the UHB year-end accounts process to ensure the accurate and timely closure and audit of the UHB final accounts.

4. General / Partnership Working / Human Resource Management

To liaise with Accounts Payable and Accounts Receivable teams to highlight and correct supply chain and income issues, ensuring the accuracy of the general ledger.

To support the development of financial awareness within the directorates which will involve the provision of training where appropriate

Administrative duties as required for the shared & devolved teams e.g. file management, telephone queries, ordering etc.

To feedback regularly to team meetings on progress and ideas for developments.

Person Specification

Qualifications

Essential

• Experience and or knowledge of financial procedures and techniques

Desirable

• Experience and or knowledge of financial procedures and techniques equivalent to AAT qualified at Technician Level

Experience

Essential

• Knowledge of financial and accounting procedures.

Desirable

• Ability to develop and maintain good relationships, with a highly developed sense of customer awareness, and the ability to communicate effectively with a diverse range of specialists.
• Knowledge of financial aspects of NHS legislation and NHS finance policies
• Experience of dealing with major change and developing solutions.

Personal Attributes & Skills

Essential

• IT literate with practical computer application skills covering Microsoft products including advanced level of Excel spreadsheets
• Ability to work autonomously or as a member of a team
• Ability to work on a number of tasks simultaneously and produce high quality work within tight deadlines
• Good and well developed presentation negotiation and facilitation skills
• Demonstrate a high degree of motivation

Desirable

• Enthusiastic and persuasive

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.

Certificate of Sponsorship

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).

Employer details

Employer name

Cardiff and Vale University Health Board

Address

Woodland House

Maes-y-Coed Road

Cardiff

CF14 4HH

Employer's website

https://cavuhb.nhs.wales/ (Opens in a new tab)