Summary of Role:

• Deliver financial analysis, commercial option appraisal, and tactical financial advice.
• Maintain accurate financial accounting across sales, purchase and general ledgers, cash book, and fixed asset register.
• Ensure Xero is accurate, up to date, and appropriately structured.
• Complete monthly bank reconciliations and statutory returns (VAT, Corporation Tax).
• Oversee payroll to ensure timely and accurate monthly processing.
• Calculate and invoice for services/temporary staff; liaise with PCNs to resolve issues.
• Provide ad hoc financial support to the Senior Director.

• Produce regular income/expenditure analysis for contracts and services.
• Undertake cost–benefit analysis and option appraisals.
• Support commercial discussions, negotiations, and ARRS‑funding matters.

• Ensure compliance with data security policies and GDPR.
• Liaise with subsidiary organisations on financial data requirements.

• Ensure complaints are handled promptly and recorded appropriately.

• Build strong working relationships with Directors, senior managers, and Board members.
• Support a collaborative, flexible working culture.
• Uphold organisational policies and contribute to continuous improvement.

• Professional accountancy qualification (ACA/ACCA/CIMA/CIPFA) preferred; part‑qualified considered.
• Experience in business planning, financial modelling, and developing business cases.
• Skilled in working with clinicians and multidisciplinary teams.
• Strong report‑writing ability.
• High attention to detail, professionalism, and confidentiality.
• Advanced Microsoft Office skills, especially Excel; Xero experience desirable.
• Strong communication skills; proactive ownership and accountability.
• Ideally prior experience working for NHS organisations - highly desirable

• Personable, supportive, and professional.
• Strong attention to detail and adherence to standards.
• Effective communicator and team contributor.