Job summary
The role provides specialist support for the Trust's Financial Systems, with a focus on eFinancials (EFIN) and reporting tools. The postholder is responsible for maintaining system integrity, managing user access, and supporting end-users across the Trust to ensure smooth financial processes.
Key duties include maintaining accurate master data, performing system cleansing, monitoring purchase order transmissions, identifying opportunities for process automation, and providing frontline system support. The role is essential for maintaining system reliability, data quality, and ensuring compliance with the Trust's Standing Financial Instructions and Scheme of Delegation.
The postholder will work closely with Procurement, Accounts Payable, Distribution teams, and suppliers, resolving operational issues and promoting best practice system use. Additional responsibilities include system testing, reporting, managing data extracts, and maintaining system interfaces. The role requires discretion when handling sensitive information and the ability to manage multiple live systems in a fast-paced environment.
Main duties of the job
To support the administration and operation of core Finance and Procurement computer-based systems (Financial Systems).
To investigate enquiries from users throughout the Trust, providing technical problem-solving support as required.
Maintain the software, and implement changes to the Trust's Corporate Finance reporting systems.
To monitor and run interfaces between the Financial Systems and other Trust systems.
Identify opportunities for process improvement and develop efficient automation solutions using Microsoft Power Automate (including Power Automate Desktop) and other relevant tools.
Design, develop, and maintain interactive dashboards and financial reports using tools such as Power Query/BI to support decision-making across the organisation.
To investigate and resolve invoice queries, liaising with Finance and Procurement teams.
To support the Finance Systems Manager with their day to day activities.
About us
Diversity makes us interesting... Inclusion is what will make us outstanding.
Inequality exists and the journey to eliminate it is not easy. Every step we take will be a purposeful step forward to deliver a truly inclusive culture where all our people are enabled to deliver outstanding care, where background is no barrier, and where everyone can be their authentic self and we truly represent our patient community.
We are committed to equal opportunities and welcome applications from all sections of the community, regardless of any protected characteristics. Reasonable adjustments will be made for disabled applicants where possible. All applicants who have a disability and meet the minimum criteria for the post can opt for a guaranteed interview.
If you need additional help with your application please get in touch by calling the recruitment team on 0118 322 6997 or 0118 322 5342.
Our primary method of communication will be via email. However, if you would prefer to be contacted through a different method, please inform the recruitment team.
Job description
Job responsibilities
PRINCIPAL RESPONSIBILITIES:
1. ERP System Support and Administration Provide day-to-day administration and user support for the Trusts Finance ERP system (e.g., eFinancials), including:- Troubleshooting user issues.- Maintaining user access and permissions.- Performing routine data validation checks. Monitor and respond to finance system helpdesk queries, escalating where appropriate. Support configuration changes, system upgrades, and patch testing in collaboration with IT and system vendors. Assist in maintaining workflows and business rules across procurement, accounts payable/receivable, general ledger, and budget modules. Liaise with ERP vendors to log incidents, follow up on change requests, and ensure timely resolution of issues. Provide business-as-usual (BAU) cover in the absence of the Finance Systems Manager.
2. Financial Reporting and Business Intelligence Support the design, development, and maintenance of Power BI dashboards and reports for use across the finance team. Assist in data extraction, transformation, and modelling to produce insightful, accurate financial and performance reports. Help meet internal and external reporting obligations, including NHSI submissions, monthly reporting cycles, and ad hoc queries. Collaborate with finance stakeholders to understand reporting requirements and deliver appropriate data visualisation solutions. Contribute to data analysis efforts supporting service line reporting and cost improvement initiatives. Interpret and analyse financial and operational data to support monthly reporting, cost improvement programs, and service line reporting.
3. Power Platform Development Assist with the design and development of Power Apps to replace manual finance processes, such as journal uploads, capital submissions, and budget change requests. This includes analysing existing workflows to identify inefficiencies, bottlenecks, or duplication of effort. Support the build and management of Power Automate flows to streamline approval processes and routine administrative tasks. Contribute to documentation and technical support for Power Platform solutions, ensuring systems are secure and align with data governance standards. Support wider adoption of digital tools within the Finance team through user engagement, training, and troubleshooting. Work with others to monitor performance of developed tools, suggest improvements, and participate in the development of AI-enhanced solutions where appropriate.
4. Process Improvement & Automation Conduct impact assessments, write user stories/specifications, and contribute to user acceptance testing (UAT). The post holder will be responsible for documenting changes, ensuring change control procedures are followed. Support the identification and mapping of key finance processes, helping to spot inefficiencies or duplication of effort. Work with stakeholders to design and implement improved, digitised workflows. Assist with the delivery of automation solutions that reduce manual workload and enhance data quality. Contribute to projects related to finance systems enhancements and new technology implementations. Participate in continuous improvement initiatives, including Lean or Six Sigma programmes, to improve administrative and procurement efficiency.
5. Training and Support Provide training and support to staff on the procure-to-pay process, ensuring they understand the correct procedures, policies, and tools required to conduct procurement activities in line with NHS standards. Provide training sessions and ensure effective documentation of all system changes to support user adoption and knowledge retention. This includes offering one-on-one support, developing training materials, and leading group training sessions. Create and maintain comprehensive training materials, including written documentation and video tutorials using tools such as Canva.
6. Data Protection and Confidentiality: Maintain the highest standards of confidentiality when handling sensitive information related to patients, staff, or Trust business. The post holder will be responsible for ensuring that all procurement and administrative activities comply with NHS data protection regulations, including GDPR. This includes maintaining accurate records of compliance checks and reporting any issues to senior management in a timely manner.
Stakeholder Engagement and Relationship Management: Build and maintain strong working relationships with both internal teams and external suppliers. Collaborate with stakeholders to understand reporting needs and deliver tailored analytics solutions.Policy Communication: Ensure that all changes to existing policies and procedures are communicated effectively to staff. The post holder will be responsible for ensuring that staff understand and adhere to these policies, providing additional support and guidance where necessary.Autonomous Decision-Making: The post holder will have the authority to make independent decisions regarding administrative activities. This includes managing BAU tasks, prioritizing workloads, and identifying opportunities for process improvements, with minimal supervision.Escalation of Issues: Where necessary, the post holder will escalate issues related to operations to the Finance Systems Manager & Head of Systems, ensuring that any problems are resolved quickly and efficiently.
Job description
Job responsibilities
PRINCIPAL RESPONSIBILITIES:
1. ERP System Support and Administration Provide day-to-day administration and user support for the Trusts Finance ERP system (e.g., eFinancials), including:- Troubleshooting user issues.- Maintaining user access and permissions.- Performing routine data validation checks. Monitor and respond to finance system helpdesk queries, escalating where appropriate. Support configuration changes, system upgrades, and patch testing in collaboration with IT and system vendors. Assist in maintaining workflows and business rules across procurement, accounts payable/receivable, general ledger, and budget modules. Liaise with ERP vendors to log incidents, follow up on change requests, and ensure timely resolution of issues. Provide business-as-usual (BAU) cover in the absence of the Finance Systems Manager.
2. Financial Reporting and Business Intelligence Support the design, development, and maintenance of Power BI dashboards and reports for use across the finance team. Assist in data extraction, transformation, and modelling to produce insightful, accurate financial and performance reports. Help meet internal and external reporting obligations, including NHSI submissions, monthly reporting cycles, and ad hoc queries. Collaborate with finance stakeholders to understand reporting requirements and deliver appropriate data visualisation solutions. Contribute to data analysis efforts supporting service line reporting and cost improvement initiatives. Interpret and analyse financial and operational data to support monthly reporting, cost improvement programs, and service line reporting.
3. Power Platform Development Assist with the design and development of Power Apps to replace manual finance processes, such as journal uploads, capital submissions, and budget change requests. This includes analysing existing workflows to identify inefficiencies, bottlenecks, or duplication of effort. Support the build and management of Power Automate flows to streamline approval processes and routine administrative tasks. Contribute to documentation and technical support for Power Platform solutions, ensuring systems are secure and align with data governance standards. Support wider adoption of digital tools within the Finance team through user engagement, training, and troubleshooting. Work with others to monitor performance of developed tools, suggest improvements, and participate in the development of AI-enhanced solutions where appropriate.
4. Process Improvement & Automation Conduct impact assessments, write user stories/specifications, and contribute to user acceptance testing (UAT). The post holder will be responsible for documenting changes, ensuring change control procedures are followed. Support the identification and mapping of key finance processes, helping to spot inefficiencies or duplication of effort. Work with stakeholders to design and implement improved, digitised workflows. Assist with the delivery of automation solutions that reduce manual workload and enhance data quality. Contribute to projects related to finance systems enhancements and new technology implementations. Participate in continuous improvement initiatives, including Lean or Six Sigma programmes, to improve administrative and procurement efficiency.
5. Training and Support Provide training and support to staff on the procure-to-pay process, ensuring they understand the correct procedures, policies, and tools required to conduct procurement activities in line with NHS standards. Provide training sessions and ensure effective documentation of all system changes to support user adoption and knowledge retention. This includes offering one-on-one support, developing training materials, and leading group training sessions. Create and maintain comprehensive training materials, including written documentation and video tutorials using tools such as Canva.
6. Data Protection and Confidentiality: Maintain the highest standards of confidentiality when handling sensitive information related to patients, staff, or Trust business. The post holder will be responsible for ensuring that all procurement and administrative activities comply with NHS data protection regulations, including GDPR. This includes maintaining accurate records of compliance checks and reporting any issues to senior management in a timely manner.
Stakeholder Engagement and Relationship Management: Build and maintain strong working relationships with both internal teams and external suppliers. Collaborate with stakeholders to understand reporting needs and deliver tailored analytics solutions.Policy Communication: Ensure that all changes to existing policies and procedures are communicated effectively to staff. The post holder will be responsible for ensuring that staff understand and adhere to these policies, providing additional support and guidance where necessary.Autonomous Decision-Making: The post holder will have the authority to make independent decisions regarding administrative activities. This includes managing BAU tasks, prioritizing workloads, and identifying opportunities for process improvements, with minimal supervision.Escalation of Issues: Where necessary, the post holder will escalate issues related to operations to the Finance Systems Manager & Head of Systems, ensuring that any problems are resolved quickly and efficiently.
Person Specification
Application form
Essential
- Basic understanding of financial principles related to budgeting and procurement, with an ability to support financial reporting and analysis.
Desirable
- Strong analytical skills to identify areas for improvement in procure-to-pay and administrative processes, with the ability to propose and implement effective solutions.
Essential & Desirable
Essential
- Degree or experience at same equating to same level
- A relevant qualification in cloud computing and/or accountancy.
- Proficiency in using Microsoft Office applications (Word, Excel, PowerPoint) for document creation, data management, and reporting.
- Strong communication skills, both written and verbal, with the ability to engage with a variety of stakeholders at all levels within the organisation.
Desirable
- Knowledge of NHS procurement guidelines and policies, with an understanding of relevant regulations and best practices.
- Experience in using SharePoint or other digital collaboration tools for document management and communication.
- Strong working knowledge or willingness to learn Microsoft Fabric, Power BI, Power Platform & AI Builder (Power Apps, Power Automate).
- Familiarity with procure-to-pay processes and principles, including experience in supporting purchasing activities.
Additional Skills
Essential
- Ability to work both independently and as part of a team, demonstrating initiative and a proactive approach to learning, problem-solving and process improvement.
- High attention to detail and commitment to data accuracy.
- Excellent organisational and time management skills, with the ability to prioritise tasks effectively and manage competing deadlines.
Desirable
- Strong commitment to continuous personal development.
- Knowledge of SQL, DAX, or data modelling techniques.
- Ability to manage multiple tasks and meet deadlines in a dynamic
Person Specification
Application form
Essential
- Basic understanding of financial principles related to budgeting and procurement, with an ability to support financial reporting and analysis.
Desirable
- Strong analytical skills to identify areas for improvement in procure-to-pay and administrative processes, with the ability to propose and implement effective solutions.
Essential & Desirable
Essential
- Degree or experience at same equating to same level
- A relevant qualification in cloud computing and/or accountancy.
- Proficiency in using Microsoft Office applications (Word, Excel, PowerPoint) for document creation, data management, and reporting.
- Strong communication skills, both written and verbal, with the ability to engage with a variety of stakeholders at all levels within the organisation.
Desirable
- Knowledge of NHS procurement guidelines and policies, with an understanding of relevant regulations and best practices.
- Experience in using SharePoint or other digital collaboration tools for document management and communication.
- Strong working knowledge or willingness to learn Microsoft Fabric, Power BI, Power Platform & AI Builder (Power Apps, Power Automate).
- Familiarity with procure-to-pay processes and principles, including experience in supporting purchasing activities.
Additional Skills
Essential
- Ability to work both independently and as part of a team, demonstrating initiative and a proactive approach to learning, problem-solving and process improvement.
- High attention to detail and commitment to data accuracy.
- Excellent organisational and time management skills, with the ability to prioritise tasks effectively and manage competing deadlines.
Desirable
- Strong commitment to continuous personal development.
- Knowledge of SQL, DAX, or data modelling techniques.
- Ability to manage multiple tasks and meet deadlines in a dynamic
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.
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).
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.
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).
