Cwm Taf Morgannwg University Health Board

Senior Finance Officer

The closing date is 29 May 2025

Job summary

Now is a great time to join the Finance Department in Cwm Taf Morgannwg University Health Board. We currently have an opportunity for an enthusiastic and highly motivated individual to join the team as a Senior Finance Officer in a Management Accounting and Business Partnering team.

The Senior Finance Officer role is varied and interesting and includes undertaking financial performance monitoring, budget setting, forecasting and providing timely financial advice for the allocated Services.

The vacancy is within the Primary Care, Community & Mental Health Group, the successful candidate will work within the Community Directorate, where they will have the opportunity to gain autonomy over a number of specific areas, with the support of the Directorate Support Accountant.

Now is a very exciting time to join the team as there are a number of changes within the Communities Directorate, making it a very diverse portfolio - including Community Hospitals, Specialist Palliative Care, District Nursing, the addition of all Specialist services and development of new services to support patients outside of a Hospital setting. These new developments are part of the planned shift of services from Acute settings to provide care closer to home for patients.

This is a wide-ranging and fast paced environment that is sure to offer a number of new experiences, alongside the development of financial management skills.

Main duties of the job

The role will involve close liaison with, and providing assistance to, advising and having regular meetings with, Line Managers, Clinical Service Group Managers and other budget holders within allocated Services while working within Statutory and UHB procedures, agreed timescales and legal requirements.

The post is permanent and full time, working 37.5 hours per week. This will follow a hybrid working model split between home and office working. The finance offices are currently located at Dewi Sant Hospital in Pontypridd. The post will service a range of meetings with colleagues, both virtual and in person. Face to face meetings with service leads could be at sites across the Health Board footprint.

The Finance department has a comprehensive staff development programme and is committed to providing support and continuing professional development opportunities to the whole Finance team.

About us

Cwm Taf Morgannwg University Health Board is part of the NHS Wales family. Our Health Board provides primary, secondary and community health and wellbeing services to around 450,000 people living in three County Boroughs: Bridgend Merthyr Tydfil, and Rhondda Cynon Taf.

We live by our core values:

  • We listen, learn and improve
  • We treat everyone with respect
  • We all work together as one team

We are a proud local employer; around 80% of our 15000 workforce live within our region, making our staff not only our lifeblood of our organisation but of the diverse communities that we serve.

Details

Date posted

15 May 2025

Pay scheme

Agenda for change

Band

Band 5

Salary

£30,420 to £37,030 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

110-AC088-0525

Job locations

Dewi Sant Hospital

Dewi Sant Hospital

Pontypridd

CF37 1LB


Job description

Job responsibilities

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 in Trac.

Job description

Job responsibilities

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 in Trac.

Person Specification

Qualifications

Essential

  • AAT Qualified or equivalent experience to degree level

Desirable

  • Studying towards CCAB/CIMA qualification

Experience

Essential

  • Management accounts experience
  • Experience in a Finance Department
  • Experience in a range of accounting areas
  • Excellent oral and written communication skills
  • Ability to work to tight deadlines
  • Demonstrate confidence in using figures with sound analytical skills
  • Effective time management and organisational skills
  • Ability to use Microsoft Excel and Word
  • Experience of computerised financial management systems

Desirable

  • Previous NHS or public sector finance experience

Skills

Essential

  • Good communication skills
  • Ability to use Microsoft Excel & Microsoft 365 Applications
  • Confidence using figures and analytical skills

Desirable

  • Advanced excel skills

Knowledge

Essential

  • Use of computerised finance system(s)
  • Appropriate knowledge and understanding of management accountancy and NHS Finance.
  • Knowledge of legislation as it affects own area

Desirable

  • Knowledge of Oracle Financial System
Person Specification

Qualifications

Essential

  • AAT Qualified or equivalent experience to degree level

Desirable

  • Studying towards CCAB/CIMA qualification

Experience

Essential

  • Management accounts experience
  • Experience in a Finance Department
  • Experience in a range of accounting areas
  • Excellent oral and written communication skills
  • Ability to work to tight deadlines
  • Demonstrate confidence in using figures with sound analytical skills
  • Effective time management and organisational skills
  • Ability to use Microsoft Excel and Word
  • Experience of computerised financial management systems

Desirable

  • Previous NHS or public sector finance experience

Skills

Essential

  • Good communication skills
  • Ability to use Microsoft Excel & Microsoft 365 Applications
  • Confidence using figures and analytical skills

Desirable

  • Advanced excel skills

Knowledge

Essential

  • Use of computerised finance system(s)
  • Appropriate knowledge and understanding of management accountancy and NHS Finance.
  • Knowledge of legislation as it affects own area

Desirable

  • Knowledge of Oracle Financial System

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).

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).

Employer details

Employer name

Cwm Taf Morgannwg University Health Board

Address

Dewi Sant Hospital

Dewi Sant Hospital

Pontypridd

CF37 1LB


Employer's website

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

Employer details

Employer name

Cwm Taf Morgannwg University Health Board

Address

Dewi Sant Hospital

Dewi Sant Hospital

Pontypridd

CF37 1LB


Employer's website

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

Employer contact details

For questions about the job, contact:

Directorate Support Accountant

Ella Morgan-Rees

ella.morgan@wales.nhs.uk

Details

Date posted

15 May 2025

Pay scheme

Agenda for change

Band

Band 5

Salary

£30,420 to £37,030 a year per annum

Contract

Permanent

Working pattern

Full-time

Reference number

110-AC088-0525

Job locations

Dewi Sant Hospital

Dewi Sant Hospital

Pontypridd

CF37 1LB


Supporting documents

Privacy notice

Cwm Taf Morgannwg University Health Board's privacy notice (opens in a new tab)