Public Health Wales

Head of Financial Strategy & Improvement - FP&D

The closing date is 02 March 2026

Job summary

The Financial Planning and Delivery Directorate is seeking to recruit a Head of Financial Strategy & Improvement to play a lead role in providing financial support and challenge to NHS Wales organisations.

The Financial Planning and Delivery Directorate's role includes:

  • Monitoring and managing financial risk in NHS Wales, responding at pace where organisations are demonstrating signs of financial concern;
  • Support the robust development and delivery of in-year and medium term financial and resource plans;
  • Driving forward the efficiency agenda for NHS Wales, working with NHS Wales organisations to ensure maximum return from efficiency opportunities;
  • Promote and embed best practice financial management and use of resources;
  • Developing a Centre of Excellence for Financial Information and Intelligence, reflecting costing, benchmarking, resource allocation, and utilisation, to assist in driving improvements on both technical and allocative efficiency across NHS Wales;
  • Lead research and identifying best practice in financial management and rapid adoption of proven practice and evidence in a consistent and comprehensive way across Wales. This includes best practice approaches, methodology, and deployment; and
  • Support the development of Value Based Healthcare within NHS Wales as required.

Main duties of the job

We are looking for senior finance professionals with drive and ambition who can immediately provide practical insight and value to Health Boards and Trusts in Wales and provide intensive support to organisations to improve both their short term financial performance and their ongoing financial sustainability.

Your responsibilities will include:

  • Leading the Financial Planning and Delivery Directorate's monthly processes to monitor the financial reporting and financial performance of organisations across NHS Wales;
  • Leading the assessment of the financial plans of organisations across NHS Wales and drive improvements in multi-year financial planning across the sector;
  • Leading the development of the suite of products to enhance financial support and challenge processes within NHS Wales;
  • Identifying evidence-based best practice across the portfolio and supporting its dissemination; and
  • Developing best practice in benefits realisation techniques and developing the Directorate's capability and capacity in relation to investment and option appraisal.

About us

NHS Wales Performance & Improvement works in partnership for and on behalf of Welsh Government, in and with the NHS in Wales and is hosted by Public Health Wales.

Our key purpose is to drive improvements in the quality and safety of care - resulting in better and more equitable outcomes, access and patient experience, reduced variation, and improvements in population health.

We do this by providing strong leadership and strategic direction - enabling, supporting, and directing NHS Wales to transform clinical services in line with national priorities and standards.

To find out more about working for us and the benefits we offer please visithttps://phw.nhs.wales/careers/

For guidance on the application process, please visithttps://phw.nhs.wales/working-for-us/applicant-information-and-guidance/

Details

Date posted

12 February 2026

Pay scheme

Agenda for change

Band

Band 8b

Salary

£65,424 to £76,021 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

028-AC020-0226

Job locations

Financial Planning & Delivery, NHS Performance & Improvement

2nd Floor, Unit 1 Old Field Road

Pencoed

CF35 5LJ


Job description

Job responsibilities

This is a permanent, full-time position. The successful candidate will join the team based in Bocam Park, Pencoed near the M4. Hybrid working arrangements will be available involving office attendance twice per week.

If you are a highly motivated, experienced, and qualified finance professional with a strong demonstrable background in financial management, performance, intelligence, and delivery then we would be keen to hear from you and welcome your application.

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 on Trac.

Interviews will be heldduring the week commencing 23rd March.

For further information please contact Eiddig Morgan Assistant Director eiddig.morgan@wales.nhs.uk.

The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.

Job description

Job responsibilities

This is a permanent, full-time position. The successful candidate will join the team based in Bocam Park, Pencoed near the M4. Hybrid working arrangements will be available involving office attendance twice per week.

If you are a highly motivated, experienced, and qualified finance professional with a strong demonstrable background in financial management, performance, intelligence, and delivery then we would be keen to hear from you and welcome your application.

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 on Trac.

Interviews will be heldduring the week commencing 23rd March.

For further information please contact Eiddig Morgan Assistant Director eiddig.morgan@wales.nhs.uk.

The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.

Person Specification

Qualifications

Essential

  • CCAB / CIMA Qualified & Member of Professional body, Educated to Postgraduate level or equivalent, Evidence of Continuing Professional Development

Desirable

  • Programme / Project Management qualification

Experience & Specialist Knowledge

Essential

  • Experience of working in a financial environment in a large complex organisation
  • Comprehensive understanding of the NHS financial regime including Capital
  • Record of effective contribution to the development of organisational financial plans
  • Experience of planning and implementing long-term development programmes
  • Proven experience of developing and delivering financial management services successfully for a large organisation
  • Excellent interpersonal, communication and presentation skills
  • Demonstrable success in building and maintaining good working relationships within the team and with external stakeholders
  • Ability to influence at all levels and a strategic thinker

Desirable

  • Experience of supporting financial turnaround approaches and delivery
  • Demonstrates expertise in specific professional areas such as financial planning and strategy development
  • Expert knowledge of NHS Wales finance regime, including a thorough understanding of organisations financial duties, responsibilities and governance requirements
  • Good understanding of the concepts of Value Based Healthcare

Personal Attributes

Essential

  • Appropriate attitudes with a high level of professional ethics and integrity
  • Ability to positively influence the actions of others
  • Ability to apply creative thought and research to develop and implement effective solutions to complex problems
  • Ability to develop strong working relationships inside and outside the team to achieve common goals.
  • Enthusiastic, committed, proactive, and innovative

Other Attributes

Essential

  • Must be mobile and able to travel locally and nationally.
  • Emotionally Intelligent
  • Politically astute & high level of intuition
  • Work collaboratively & build relationships effectively
  • Resilience and reliability under pressure
  • Appetite for challenges, with a high level of personal integrity

Desirable

  • Ability to speak welsh or willingness to learn and a full clean driving licence

Skills

Essential

  • Highly developed analytical, interpretational, comparative and numerical skills
  • Capable of dealing with highly complex and sensitive information to support rational decision making
  • Excellent interpersonal, communication and presentation skills
  • Able to communicate excellently in writing in a manner that is clear, fluent and persuasive
  • Ability to present highly complex financial information in a logical and clear format identifying risk and opportunities as well as options
  • Demonstrable ability to negotiate work on multiple complex tasks simultaneously and produce high quality work within tight deadlines and within resource constraints
  • IT literate with practical computer application skills covering Oracle systems and Microsoft products including advanced level of excel spreadsheets
  • Ability to work autonomously and equally effectively as part of a team.
  • Demonstrable project management skills including work planning, organisation and prioritisation.
  • Demonstrate contribution to the development of financial plans and participation on management of complex projects
  • Ability to think innovatively and develop new ways of working, continually striving to improve systems and performance

Desirable

  • Ability and confidence to constructively challenge and support senior NHS staff and their teams
  • Ability and confidence to contribute to the Directorate's leadership across NHS Wales on driving improvements in financial planning and financial management
Person Specification

Qualifications

Essential

  • CCAB / CIMA Qualified & Member of Professional body, Educated to Postgraduate level or equivalent, Evidence of Continuing Professional Development

Desirable

  • Programme / Project Management qualification

Experience & Specialist Knowledge

Essential

  • Experience of working in a financial environment in a large complex organisation
  • Comprehensive understanding of the NHS financial regime including Capital
  • Record of effective contribution to the development of organisational financial plans
  • Experience of planning and implementing long-term development programmes
  • Proven experience of developing and delivering financial management services successfully for a large organisation
  • Excellent interpersonal, communication and presentation skills
  • Demonstrable success in building and maintaining good working relationships within the team and with external stakeholders
  • Ability to influence at all levels and a strategic thinker

Desirable

  • Experience of supporting financial turnaround approaches and delivery
  • Demonstrates expertise in specific professional areas such as financial planning and strategy development
  • Expert knowledge of NHS Wales finance regime, including a thorough understanding of organisations financial duties, responsibilities and governance requirements
  • Good understanding of the concepts of Value Based Healthcare

Personal Attributes

Essential

  • Appropriate attitudes with a high level of professional ethics and integrity
  • Ability to positively influence the actions of others
  • Ability to apply creative thought and research to develop and implement effective solutions to complex problems
  • Ability to develop strong working relationships inside and outside the team to achieve common goals.
  • Enthusiastic, committed, proactive, and innovative

Other Attributes

Essential

  • Must be mobile and able to travel locally and nationally.
  • Emotionally Intelligent
  • Politically astute & high level of intuition
  • Work collaboratively & build relationships effectively
  • Resilience and reliability under pressure
  • Appetite for challenges, with a high level of personal integrity

Desirable

  • Ability to speak welsh or willingness to learn and a full clean driving licence

Skills

Essential

  • Highly developed analytical, interpretational, comparative and numerical skills
  • Capable of dealing with highly complex and sensitive information to support rational decision making
  • Excellent interpersonal, communication and presentation skills
  • Able to communicate excellently in writing in a manner that is clear, fluent and persuasive
  • Ability to present highly complex financial information in a logical and clear format identifying risk and opportunities as well as options
  • Demonstrable ability to negotiate work on multiple complex tasks simultaneously and produce high quality work within tight deadlines and within resource constraints
  • IT literate with practical computer application skills covering Oracle systems and Microsoft products including advanced level of excel spreadsheets
  • Ability to work autonomously and equally effectively as part of a team.
  • Demonstrable project management skills including work planning, organisation and prioritisation.
  • Demonstrate contribution to the development of financial plans and participation on management of complex projects
  • Ability to think innovatively and develop new ways of working, continually striving to improve systems and performance

Desirable

  • Ability and confidence to constructively challenge and support senior NHS staff and their teams
  • Ability and confidence to contribute to the Directorate's leadership across NHS Wales on driving improvements in financial planning and financial management

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).

UK Registration

Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).

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.

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).

UK Registration

Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).

Employer details

Employer name

Public Health Wales

Address

Financial Planning & Delivery, NHS Performance & Improvement

2nd Floor, Unit 1 Old Field Road

Pencoed

CF35 5LJ


Employer's website

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

Employer details

Employer name

Public Health Wales

Address

Financial Planning & Delivery, NHS Performance & Improvement

2nd Floor, Unit 1 Old Field Road

Pencoed

CF35 5LJ


Employer's website

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

Employer contact details

For questions about the job, contact:

Business Support Manager

Jessica Hammond

Jessica.Hammond@wales.nhs.uk

Details

Date posted

12 February 2026

Pay scheme

Agenda for change

Band

Band 8b

Salary

£65,424 to £76,021 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

028-AC020-0226

Job locations

Financial Planning & Delivery, NHS Performance & Improvement

2nd Floor, Unit 1 Old Field Road

Pencoed

CF35 5LJ


Supporting documents

Privacy notice

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