Job summary
We are seeking a highly organised and motivated Senior Finance and Projects Support Officer to join our Learning & Development team. This is an exciting opportunity to play a key role in managing financial operations, supporting innovative projects, and helping to ensure that CSH Surrey colleagues remain at the forefront of service excellence.
In this role, you will lead on financial administrative duties such as auditing, data analysis, and reporting, while also contributing to project coordination, placement management, and the identification of new funding opportunities
Interviews will be held on Tuesday 9th December 2025.
Main duties of the job
- Oversee and maintain all L&D financial activity, including Integrated Care System (ICS) / NHS England (NHSE) funding, apprenticeship levy, and training allocations.
- Co-ordinate financial processes including requisitions, invoices, sales orders, and budget tracking in collaboration with Finance and Procurement teams.
- Support the Placement Education Lead with student and apprentice placements, ensuring accurate record keeping and compliance with reporting requirements.
- Produce project documentation such as initiation plans, risk logs, and reports, ensuring timely delivery of project milestones.
- Maintain accurate and audit-ready databases for funding, expenditure, and education contracts.
- Support data processing for NHSE training commissions and quarterly Education Contract funding.
- Assist in annual training needs analysis and quality audits to meet contractual and organisational requirements.
- Identify and support opportunities for additional or innovative funding to enhance learning and development capacity.
About us
CSH
Surrey are part of the NHS and are Surreys longest established NHS community
services provider, so our employees get NHS pay and pensions, and also receive
the Fringe High-Cost Allowance of 5%.
Our staff enjoy excellent training and development opportunities, including the
care certificate, apprenticeships, numeracy and literacy courses, access to
the Nursing Associate programme, and a wide variety of management and
leadership courses and programmes.
We CARE about our staff though through our values of Compassion,
Accountability, Respect and Excellence. Our active employee council called
The Voice, elect employee representatives to ensure colleagues' voices are
heard at Board level.
CSH is a diverse organisation, if you are a passionate, person-focused
individual then apply to join CSH Surrey today!
We welcome candidates from
all backgrounds who meet the essential criteria of the job you are applying for
and if you require any reasonable adjustments, please contact the named
individual for this advert, or our recruitment team.
Job description
Job responsibilities
Purpose
The role of Senior Finance and Projects Support Officer is to
be responsible for managing financial administrative duties such as financial
auditing, data analysis and reporting. In addition, this role will also support
projects such as placement coordination and implementation.
The post holder will work with the L&D Manager &
Placement Education Lead, to scope additional funding opportunities for
innovative and or income generative projects and opportunities which will
ensure that Central Surrey Health (CSH Surrey) colleagues are the at fore front
of service provision.
Principal duties and responsibilities:
- As
Senior Finance and Project Support Officer you will be responsible for the
monitoring and updating of all L&D financial activity including Integrated
Care System (ICS) / NHS England (NHSE) funding, project generated income,
apprenticeship levy and other training allocation on behalf of CSH Surrey and
associated partner organisations, ensuring audit worthy financial record
keeping underpinning L&D Manager strategic reporting requirements.
-
To co-ordinate and manage financial tasks for
the L&D team. This includes raising requisitions and sale orders, process
external training requests, process invoices and receipts, working with Finance
team and the L&D Manager on the monthly journal and budget.
-
As Senior Finance and Project Support Officer
you will work closely with the Placement Education Lead providing student
placement and apprentice advice and support as required, including
co-ordinating work experience opportunities with both clinical and non-clinical
teams.
-
Assist in quality monitoring review audits for
example: quarterly commissioning return,
Talent for Care return, annual demand scoping as required by NHSE.
-
To create and produce project initiation
documents, project plans, project reports, risk and issues log and other
documents
Financial analysis/ data
processing responsibilities:
-
Support the L&D Manager with data processing of
NHSE training commissions.
-
To maintain quarterly Education Contract funding
database to ensure accuracy of detail, status of those undertaking training,
estimation of placement tariff
-
To maintain the audit worthy (accurate) finance
database of funding pots, appropriate allocation and accurate balances
-
To co-ordinate the training and development
opportunities within the scope of the financial envelope that is available to
CSH Surrey.
-
To support opportunities for additional funding
that will enhance the financial envelope available to CSH Surrey and therefore
increase availability to support further development and training.
-
To action requisitions, sale orders, purchase
orders, credit card requests, invoices on SBS Oracle, monitoring and receipting
as required and maintaining spend on database
-
To maintain up to date data of budgets including
expenses, support forecasting of future training and apprenticeship levy spend.
-
To have a working knowledge of the Digital
Apprenticeship Service (DAS) managing apprenticeships and understanding how the
apprenticeship levy works.
Programme/ Project Support:
-
Support the L&D team with planning,
delivery, review and reporting of existing and emerging project work.
-
Support completion of education and training
quality audits / Education contract / Self-Assessment to enable the
organisation to meet its obligations within local contracts
-
To co-ordinate the annual training needs analysis
across all teams, scoping new courses where demanded to support the delivery of
the NHS 10-year plan.
-
Co-ordinate and support with project finance
processes.
-
To process training applications from request,
approval, maintenance of training database, supporting and advise colleagues on
appropriate booking process.
-
Assist in the co-ordination, planning and
implementation of student placements
-
Support management of placement capacity by
maintain a database of all pre and post registration placements for nursing and
Allied Health Professionals (AHP), including apprenticeships.
-
Support the collation of information and
reporting of student placements on the NHSE student data collection tool.
-
Receive work experience requests, scope
potential placements, ensure application process is actioned and completed in a
timely manner.
-
Maintain database of work experience placements
planned and completed ready for NHSE reporting
-
To support the development of colleagues to
undertake functional skills (numeracy and literacy) by signposting and advising
on available programmes
Communication and Key Working Relationship:
-
To effectively communicate between internal and
external stakeholders
-
Liaise closely with the Finance team regarding
budgets, L&D journal.
-
Liaise closely with the Procurement team, setting
up training providers, processing credit card payments.
-
Liaise closely with People Services as part of the
L&D wider team
-
Liaise with senior managers, supporting training
requirements including commissions
-
Liaise with training providers/universities
regarding training programmes/modules.
-
Liaise closely with project partner organisations
to ensure financial processes followed
-
To be a joint contact with NHSE in relation to finance
matters
-
To support L&D team in liaising with external
trainers regarding training requirements
Other responsibilities:
-
To undertake L&D admin tasks including updating
ESR monitoring the Training Checklist, and Resource Schedular (Room Booking)
-
Maybe required to undertake other administrative
duties within the L&D team
This job description is subject to review and development from time to time in liaison with the post holder. As an employee of CSH Surrey you will be required to adhere to all the organisations policies and procedures.
Job description
Job responsibilities
Purpose
The role of Senior Finance and Projects Support Officer is to
be responsible for managing financial administrative duties such as financial
auditing, data analysis and reporting. In addition, this role will also support
projects such as placement coordination and implementation.
The post holder will work with the L&D Manager &
Placement Education Lead, to scope additional funding opportunities for
innovative and or income generative projects and opportunities which will
ensure that Central Surrey Health (CSH Surrey) colleagues are the at fore front
of service provision.
Principal duties and responsibilities:
- As
Senior Finance and Project Support Officer you will be responsible for the
monitoring and updating of all L&D financial activity including Integrated
Care System (ICS) / NHS England (NHSE) funding, project generated income,
apprenticeship levy and other training allocation on behalf of CSH Surrey and
associated partner organisations, ensuring audit worthy financial record
keeping underpinning L&D Manager strategic reporting requirements.
-
To co-ordinate and manage financial tasks for
the L&D team. This includes raising requisitions and sale orders, process
external training requests, process invoices and receipts, working with Finance
team and the L&D Manager on the monthly journal and budget.
-
As Senior Finance and Project Support Officer
you will work closely with the Placement Education Lead providing student
placement and apprentice advice and support as required, including
co-ordinating work experience opportunities with both clinical and non-clinical
teams.
-
Assist in quality monitoring review audits for
example: quarterly commissioning return,
Talent for Care return, annual demand scoping as required by NHSE.
-
To create and produce project initiation
documents, project plans, project reports, risk and issues log and other
documents
Financial analysis/ data
processing responsibilities:
-
Support the L&D Manager with data processing of
NHSE training commissions.
-
To maintain quarterly Education Contract funding
database to ensure accuracy of detail, status of those undertaking training,
estimation of placement tariff
-
To maintain the audit worthy (accurate) finance
database of funding pots, appropriate allocation and accurate balances
-
To co-ordinate the training and development
opportunities within the scope of the financial envelope that is available to
CSH Surrey.
-
To support opportunities for additional funding
that will enhance the financial envelope available to CSH Surrey and therefore
increase availability to support further development and training.
-
To action requisitions, sale orders, purchase
orders, credit card requests, invoices on SBS Oracle, monitoring and receipting
as required and maintaining spend on database
-
To maintain up to date data of budgets including
expenses, support forecasting of future training and apprenticeship levy spend.
-
To have a working knowledge of the Digital
Apprenticeship Service (DAS) managing apprenticeships and understanding how the
apprenticeship levy works.
Programme/ Project Support:
-
Support the L&D team with planning,
delivery, review and reporting of existing and emerging project work.
-
Support completion of education and training
quality audits / Education contract / Self-Assessment to enable the
organisation to meet its obligations within local contracts
-
To co-ordinate the annual training needs analysis
across all teams, scoping new courses where demanded to support the delivery of
the NHS 10-year plan.
-
Co-ordinate and support with project finance
processes.
-
To process training applications from request,
approval, maintenance of training database, supporting and advise colleagues on
appropriate booking process.
-
Assist in the co-ordination, planning and
implementation of student placements
-
Support management of placement capacity by
maintain a database of all pre and post registration placements for nursing and
Allied Health Professionals (AHP), including apprenticeships.
-
Support the collation of information and
reporting of student placements on the NHSE student data collection tool.
-
Receive work experience requests, scope
potential placements, ensure application process is actioned and completed in a
timely manner.
-
Maintain database of work experience placements
planned and completed ready for NHSE reporting
-
To support the development of colleagues to
undertake functional skills (numeracy and literacy) by signposting and advising
on available programmes
Communication and Key Working Relationship:
-
To effectively communicate between internal and
external stakeholders
-
Liaise closely with the Finance team regarding
budgets, L&D journal.
-
Liaise closely with the Procurement team, setting
up training providers, processing credit card payments.
-
Liaise closely with People Services as part of the
L&D wider team
-
Liaise with senior managers, supporting training
requirements including commissions
-
Liaise with training providers/universities
regarding training programmes/modules.
-
Liaise closely with project partner organisations
to ensure financial processes followed
-
To be a joint contact with NHSE in relation to finance
matters
-
To support L&D team in liaising with external
trainers regarding training requirements
Other responsibilities:
-
To undertake L&D admin tasks including updating
ESR monitoring the Training Checklist, and Resource Schedular (Room Booking)
-
Maybe required to undertake other administrative
duties within the L&D team
This job description is subject to review and development from time to time in liaison with the post holder. As an employee of CSH Surrey you will be required to adhere to all the organisations policies and procedures.
Person Specification
Qualifications
Essential
- Degree level or equivalent experience
Experience
Essential
- Previous experience in a finance role
- Experience in finance and contract monitoring & reporting
- Ability to prioritise work and meet deadlines
- Proven experience providing senior-level administrative support
- Project management support
Desirable
- Working in L&D at a senior level
- Experience in Oracle or other financial software
Skills and Other
Essential
- Minimum intermediate level IT skills with Outlook, Excel, Word
- Strong numerical skills, ability to understand financial information
- Attention to detail and accuracy
- Effective communicator, including written and oral
- Strong team player, willing to work together, collaborate with others in the wider teams
- Able to work independently using own initiative
- Ability to multitask and prioritise workload
- Able to work under pressure in a busy environment
- Self-motivated and proactive
- Excellent organisational and time management skills.
- Ability to travel to other locations as required
Person Specification
Qualifications
Essential
- Degree level or equivalent experience
Experience
Essential
- Previous experience in a finance role
- Experience in finance and contract monitoring & reporting
- Ability to prioritise work and meet deadlines
- Proven experience providing senior-level administrative support
- Project management support
Desirable
- Working in L&D at a senior level
- Experience in Oracle or other financial software
Skills and Other
Essential
- Minimum intermediate level IT skills with Outlook, Excel, Word
- Strong numerical skills, ability to understand financial information
- Attention to detail and accuracy
- Effective communicator, including written and oral
- Strong team player, willing to work together, collaborate with others in the wider teams
- Able to work independently using own initiative
- Ability to multitask and prioritise workload
- Able to work under pressure in a busy environment
- Self-motivated and proactive
- Excellent organisational and time management skills.
- Ability to travel to other locations as required
