About this role
Job summary
The Charity Senior Finance Officer will support the operational delivery of all financial processes within the Health Board's Charity. The role ensures accurate, timely and well-governed financial information to meet statutory, regulatory, and internal reporting requirements.
The post holder will:
To support the delivery of robust and compliant financial processes for the Health Board's Charity, providing accurate financial reporting, analysis and advice to Head of Financial Services, Health Charity Team, budget holders and fund advisers. The post holder will contribute to ongoing process review and modernisation, including exploring opportunities to enhance efficiency through improved digital tools such as automation, Qliksense, AI-supported solutions and understanding of Power BI dashboards. Also, to propose and support improvements to financial practices and reporting system
Support production of monthly and annual charity financial information in line with the Charity SORP, including variance analysis, donor-restricted funds reporting, income reconciliation, and support for external audit.
Main duties of the job
The post holder will:.
To support the delivery of robust and compliant financial processes for the Health Board's Charity, providing accurate financial reporting, analysis and advice to Head of Financial Services, Health Charity Team, budget holders and fund advisers. The post holder will contribute to ongoing process review and modernisation, including exploring opportunities to enhance efficiency through improved digital tools such as automation, Qliksense, AI-supported solutions and understanding of Power BI dashboards. Also, to propose and support improvements to financial practices and reporting system
Support production of monthly and annual charity financial information in line with the Charity SORP, including variance analysis, donor-restricted funds reporting, income reconciliation, and support for external audit.
The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.
About us
Cardiff and Vale University Health Board is one of the largest Integrated Health Boards in the UK, employing over 17,000 staff, providing over 100 specialist services. Working across 6 hospital sites, we have a diverse range of career opportunities to offer. Serving over 500,000 people living in Cardiff and the Vale, we are focussed on the health and care needs of our local population whilst working with our partners to develop regional services. Together we are committed to improving health outcomes for everyone, delivering excellent care and support.
Our mission is "Living Well, Caring Well, Working Together", and our vision is that every person's chance of leading a healthy life should be equal. Our 10-year transformation and improvement strategy, Shaping Our Future Wellbeing, is our chance to work collaboratively with the public and our workforce to make our health board more sustainable for the future.
Job description Job responsibilities
KEY DUTIES AND RESPONSIBILITIES
Financial Reporting & Analysis
Support the preparation of monthly and annual Chairty financial reports in line with Charity SORP, including reconciliations, journals and variance analysis
Produce reconciliations and maintain records for all funds, donations, legacies, fundraising events, investment income and fund balances.
Investigate discrepancies and provide solutions to resolve complex financial queries.
Maintain accurate records of donor-restricted funds and provide reports to fund holders and senior managers.
Income, Expenditure and Grants
Support the recording, invoicing, reconciliation and monitoring oof all charity income streams.
Process and monitor charitable expenditure, ensuring compliance with Charity Commission requirements, UHB policies and available funds.
Monitor commitments and ensure timely reporting to fund advisers.
Financial Systems, Controls & Governance
Support the integrity end effective use of the charitys financial systems - Oracle and associated fundraising and CRM systems.
Implement and maintain robust financial controls, in line with Standing Orders Instructions and charity-specific governance requirements.
Support the production of the annual charity accounts and external audit, including preparation of working papers and responding to audit queries.
Planning, Forecasting & Budgeting
Assist with the preparation of the annual charitable funds financial plans and cashflows.
Use advanced Excel skills and reporting tools to provide meaningful financial insights to fund holders or management.
Partnership Working & Communication
Work collaboratively with Fundraising, Procurement, Financial Services, Fund Holders, Fund Advisers, Investment Managers to support effective charity processes.
Provide advice and guidance to non-finance staff on charity financial processes and governance.
Respond professionally and sensitively to queries from donors and external partners.
Service Improvement
Identify and support opportunities to improve efficiency, strengthen controls and modernise charity finance processes, ensuring compliance with audit requirements/ SORP.
Support project work relating to modernisation within the wider finance department.
Participate in audits, projects and data quality reviews as required.
Contribute to the development, mapping and testing automated reporting tools, dashboard and process improvement.
Treasury Management
Provide support to the treasury and income to receipt processes, including cashflow reporting, reconciliations and control reviews.
Deputise for senior colleagues when required.
General Duties
Maintain accurate electronic and physical records, work flexibly to meet agreed reporting deadlines including, month-end, year-end, external financial submissions and audit cycles.
Support wider finance teams as required and contribute to team meetings, training and knowledge sharing.
Liaise with internal and external audit to support the implementation and effective communication of audit recommendations.
Communicate with a broad range of stakeholders including current employees, members of the public relating to all issues for all Charity advice.
Provision of Advice
To assist in providing advice to all appropriate staff on any relevant finance related issues that affect the department.
Staff Management and Development
Assist and participate in the development of continuous improvement by contributing to training, mentoring and development of colleagues and students.
Person Specification
English Essential
oAAT Certificate Level qualification, or at least 2 years' experience within a charity finance environment; alternatively, an equivalent finance, economics or related qualification combined with a minimum of 2 years relevant finance work experience oExperience of Oracle of at least 1 year oExperienced user of Microsoft 365, including Excel, Word, Outlook, and Teams oKnowledge of General Ledger financial systems and supporting processes
Desirable
oTraining or experience of charity accounting including working knowledge of SORP oKnowledge of the NHS environment and funding sources oKnowledge of a range of finance systems including Payroll, Accounts Payable and Accounts Receivable oPower BI, Python, or any other analytical software/systems
English Essential
Experience in managing day to day charity financial operations or other large organisation, including income processing, fund monitoring and oversight of financial controls to ensure compliance with Charity Commission requirements Experience of analysing, interpreting and communicating financial information from large volumes of data Also, proven ability to produce accurate financial reports, undertake reconciliations and support fund advisers and senior managers with clear financial analysis and guidance within a charity environment
Desirable
Experience of managing or coordinating team
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 Cardiff and Vale University Health Board
Address Woodland House
Maes-Y-Coed Road
Cardiff
CF14 4TT
United Kingdom
Employer's website https://cavuhb.nhs.wales/ (Opens in a new tab)