Job summary
To assist the Finance Business Partner (Income) in providing all aspects of income management, financial analysis, and specialist advice across the Trust, including lead responsibility for identified income streams and related financial processes.
To be an integral part of the Income team, deputising for the Finance Business Partner (Income) as required.
To assist in the provision of financial expertise to support the development, monitoring, and modernisation of income-related processes across the Trust, ensuring accuracy, transparency, and alignment with commissioning and regulatory requirements.
To co-ordinate income reporting activities across the finance team, ensuring timely, accurate, and relevant income, activity, and variance reports are available to operational managers, budget holders, and senior stakeholders.
To actively contribute to the management of the Finance Directorate, including taking the lead on specific trust-wide initiatives relating to income, performance monitoring, and financial sustainability.
The post holder will actively contribute to the development of One LSC income processes, working collaboratively with finance colleagues across the One LSC system to support standardisation, sharing of best practice, continuous improvement, and the delivery of consistent, high-quality income and contracting information.
Main duties of the job
Provide specialist income advice and management information across the Trust, including planning, forecasting, monitoring performance, variance analysis, and recommending actions to address adverse trends or maximise improvements.
Support business case preparation, contributing to income-related financial elements and wider business planning.
Participate in meetings with internal teams and external organisations, including commissioners and partners, to agree financial aspects of income arrangements, service provisions, and contract variations.
Liaise with external bodies to confirm and agree final income values, ensuring funding for services, developments, or programmes is accurately captured in reporting.
Provide advice, guidance, and training to managers, non-finance staff, and finance team members on income processes, financial principles, and national guidance.
Manage and coordinate designated finance staff, supporting their development.
Act as an authorised signatory for income-related transactions and processes.
Participate in complex decision-making while upholding professional conduct and financial governance.
Contribute to the One LSC Income and Contracts collaboration, supporting standardised processes, shared reporting, and continuous improvement across the Finance Function.
About us
Why Choose OneLSC and University Hospitals of Morecambe Bay NHS Foundation Trust:
- A vibrant, diverse, and inclusive healthcare community
- Cutting-edge facilities and technology
- Opportunities for continuous professional development
- A culture that values and recognizes your contributions
We operatefrom three main hospitals-Furness General Hospital (FGH) in Barrow, the Royal Lancaster Infirmary (RLI), and Westmorland General Hospital (WGH) in Kendal, as well as a number of community healthcare premises including Millom Hospital and GP Practice, Queen Victoria Hospital in Morecambe, andUlverstonCommunity Health Centre.
FGH and the RLI have a range of General Hospital services, with full Emergency Departments, Critical/Coronary Care units and various Consultant-led services.
WGH provides a range of General Hospital services, together with an Urgent Treatment Centre, that can help with a range of non-life threatening conditions such as broken bones and minor illnesses.
All three main hospitals provide a range of planned care including outpatients, diagnostics, therapies, day case and inpatient surgery. In addition, a range of local outreach services and diagnostics are provided from community facilities across Morecambe Bay.
Job description
Job responsibilities
Participate in the overall decision-making and management of income processes across the Trust, contributing to the development and delivery of the Income Teams objectives and supporting the wider Financial Management function.
Support the setting of income budgets and forecasts for relevant Trust services, ensuring alignment with contractual values, commissioning intentions, and internal financial plans. Maintain and update these income budgets in line with authorised funding changes, monitoring performance against plan, identifying deviations at an early stage, and recommending appropriate corrective actions. Produce regular forecasts of the anticipated year-end income position.
Ensure robust systems, procedures, and controls are in place to enable the accurate and timely reporting of income and activity information, allowing operational and financial managers to effectively manage their areas of responsibility.
Monitor actual activity and income against planned levels and contractual expectations, identifying and quantifying the financial impact of variances. Recommend corrective actions where required and support managers in understanding and implementing these recommendations.
Lead elements of income-related reporting processes, including income analysis, reconciliation, and activity-driven reporting, ensuring that end users understand report content and its relevance to financial and operational performance.
Support the identification and delivery of income optimisation opportunities across designated service areas, evaluating income risks, assessing alternative approaches, and quantifying their potential financial impact. Assist the Finance Business Partner (Income) with wider Trust-wide income improvement initiatives.
Assess and advise on the financial implications of service changes, new business developments, and commissioning proposals, ensuring income impacts are clearly understood and aligned with contractual frameworks.
Identify areas of income-related financial risk to the Trust, taking appropriate action or escalating issues to the Director of Finance, Head of Finance, or Head of Financial Management where required.
Prepare and present income performance reports, benchmarking information, and related analyses to support effective monitoring of Trust performance.
Advise managers on the income implications of capital developments and business expansion, ensuring revenue effects are accurately assessed.
Provide training and support to operational managers and budget holders on income processes and financial management principles, including initial induction and routine refresher training, ensuring appropriate documentation is maintained for accreditation purposes.
Actively participate in One LSC income and contracts forums and working groups, contributing to system-wide initiatives aimed at standardisation, service improvement, shared learning, and the strengthening of income and financial governance arrangements across the One LSC partnership.
Contribute to the delivery of Trust-wide financial workshops and training sessions to raise awareness of income management and financial accountability for current and prospective budget holders and other stakeholders.
Manage and coordinate the work of designated finance staff supporting income processes, taking an active role in their professional and personal development.
Be an integral part of the Finance Directorate Management Team, taking a lead on Trust-wide income and financial management projects where required.
Carry out staff training and appraisal, identify objectives, and support Personal Development Plans (PDPs), ensuring adequate documentation is maintained. Act as a mentor for staff undertaking professional training or personal development.
Participate in recruitment of finance staff within the Financial Management section up to, but not including, CCAB fully-qualified accountant level.
Contribute to the ongoing development and improvement of income systems, processes, and procedures within the Finance Directorate, across the Trust, and in collaboration with the wider One LSC Finance Function, supporting consistency, resilience, and best practice at system level. This includes participation in project groups and multidisciplinary teams with the aim of improving information quality and strengthening financial decision-making.
Provide information as required to support Internal and External Audit Value for Money assessments, and monitor the implementation of subsequent recommendations.
Maintain membership of a recognised CCAB accountancy body, adhere to professional standards, and undertake continuing professional development (CPD) in line with institute requirements.
Each member of staff is responsible for their own and others health and safety. To this end, the post holder must adhere to the Trusts Health & Safety and Fire policies and attend relevant training when directed.
Job description
Job responsibilities
Participate in the overall decision-making and management of income processes across the Trust, contributing to the development and delivery of the Income Teams objectives and supporting the wider Financial Management function.
Support the setting of income budgets and forecasts for relevant Trust services, ensuring alignment with contractual values, commissioning intentions, and internal financial plans. Maintain and update these income budgets in line with authorised funding changes, monitoring performance against plan, identifying deviations at an early stage, and recommending appropriate corrective actions. Produce regular forecasts of the anticipated year-end income position.
Ensure robust systems, procedures, and controls are in place to enable the accurate and timely reporting of income and activity information, allowing operational and financial managers to effectively manage their areas of responsibility.
Monitor actual activity and income against planned levels and contractual expectations, identifying and quantifying the financial impact of variances. Recommend corrective actions where required and support managers in understanding and implementing these recommendations.
Lead elements of income-related reporting processes, including income analysis, reconciliation, and activity-driven reporting, ensuring that end users understand report content and its relevance to financial and operational performance.
Support the identification and delivery of income optimisation opportunities across designated service areas, evaluating income risks, assessing alternative approaches, and quantifying their potential financial impact. Assist the Finance Business Partner (Income) with wider Trust-wide income improvement initiatives.
Assess and advise on the financial implications of service changes, new business developments, and commissioning proposals, ensuring income impacts are clearly understood and aligned with contractual frameworks.
Identify areas of income-related financial risk to the Trust, taking appropriate action or escalating issues to the Director of Finance, Head of Finance, or Head of Financial Management where required.
Prepare and present income performance reports, benchmarking information, and related analyses to support effective monitoring of Trust performance.
Advise managers on the income implications of capital developments and business expansion, ensuring revenue effects are accurately assessed.
Provide training and support to operational managers and budget holders on income processes and financial management principles, including initial induction and routine refresher training, ensuring appropriate documentation is maintained for accreditation purposes.
Actively participate in One LSC income and contracts forums and working groups, contributing to system-wide initiatives aimed at standardisation, service improvement, shared learning, and the strengthening of income and financial governance arrangements across the One LSC partnership.
Contribute to the delivery of Trust-wide financial workshops and training sessions to raise awareness of income management and financial accountability for current and prospective budget holders and other stakeholders.
Manage and coordinate the work of designated finance staff supporting income processes, taking an active role in their professional and personal development.
Be an integral part of the Finance Directorate Management Team, taking a lead on Trust-wide income and financial management projects where required.
Carry out staff training and appraisal, identify objectives, and support Personal Development Plans (PDPs), ensuring adequate documentation is maintained. Act as a mentor for staff undertaking professional training or personal development.
Participate in recruitment of finance staff within the Financial Management section up to, but not including, CCAB fully-qualified accountant level.
Contribute to the ongoing development and improvement of income systems, processes, and procedures within the Finance Directorate, across the Trust, and in collaboration with the wider One LSC Finance Function, supporting consistency, resilience, and best practice at system level. This includes participation in project groups and multidisciplinary teams with the aim of improving information quality and strengthening financial decision-making.
Provide information as required to support Internal and External Audit Value for Money assessments, and monitor the implementation of subsequent recommendations.
Maintain membership of a recognised CCAB accountancy body, adhere to professional standards, and undertake continuing professional development (CPD) in line with institute requirements.
Each member of staff is responsible for their own and others health and safety. To this end, the post holder must adhere to the Trusts Health & Safety and Fire policies and attend relevant training when directed.
Person Specification
Qualifications
Essential
Desirable
Experience
Essential
- Experience of Income Management
Desirable
Knowledge
Essential
- Knowledge of management accounting techniques
Desirable
- Knowledge of Oracle Ledger or other income/finance systems
Skills
Essential
Desirable
Person Specification
Qualifications
Essential
Desirable
Experience
Essential
- Experience of Income Management
Desirable
Knowledge
Essential
- Knowledge of management accounting techniques
Desirable
- Knowledge of Oracle Ledger or other income/finance systems
Skills
Essential
Desirable
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).
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.
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).
