About this role
Job summary
This senior role offers a rewarding opportunity for a qualified finance professional to play a valued part in Hywel Dda University Health Board as Assistant Head of Financial Reporting. Based within the Finance Directorate, the post contributes to the delivery of high-quality financial reporting, planning, and analysis that supports safe, sustainable, and compassionate healthcare services for the communities of West Wales.
The role supports hybrid working arrangements, recognising the importance of flexible ways of working, wellbeing, and work-life balance, while maintaining strong team connection and collaboration.
Hywel Dda University Health Board is an ACCA Approved Employer for Professional Development, formally recognising high standards of learning and development and providing prospective applicants with the confidence that their CPD (continuing professional development) needs will be supported and encouraged.
Working in West Wales offers a unique combination of professional challenge and quality of life. From stunning coastlines and countryside to strong community identity and a slower pace of living, the area provides an environment where people can thrive both at work and beyond. Whether you enjoy outdoor spaces, close-knit communities, or simply value a better balance between your career and personal life, West Wales has much to offer.
Main duties of the job
Leading and supporting delivery of the Finance Directorate's financial reporting and planning work, ensuring information is accurate, transparent, and genuinely useful.
Producing clear, accessible monthly financial reports and commentary that help teams understand the financial position and support long-term sustainability.
Supporting the annual planning and budget-setting process, helping to develop financial plans that are robust, affordable, and aligned with organisational priorities and population needs.
Coordinating team work programmes and supporting colleagues to deliver high-quality outputs, while fostering a positive, inclusive, and supportive working environment.
Working alongside the Deputy Head of Financial Reporting, you will contribute to a range of internal and external reports, including Welsh Government submissions, Public Board papers, and Finance and Performance Committee reports.
You will be CCAB or CIMA qualified, bringing not only strong technical expertise but also a commitment to professional integrity, collaboration, continuous learning, and compassionate leadership.
About us
Hywel Dda University Health Board plans and provides NHS healthcare services for people living in Carmarthenshire, Ceredigion, Pembrokeshire, and bordering counties.
We have over 13,000 staff and together we provide primary, community, in-hospital, mental health and learning disabilities services.
We work in partnership with the three local authorities, as well as public, private and third sector colleagues, including our valued team of volunteers.
Our services are provided in:
Four main hospitals: Bronglais Hospital in Aberystwyth; Glangwili Hospital in Carmarthen; Prince Philip Hospital in Llanelli; and Withybush Hospital in Haverfordwest Five community hospitals: Amman Valley and Llandovery hospitals in Carmarthenshire; Tregaron Hospital in Ceredigion; and Tenby and South Pembrokeshire hospitals in Pembrokeshire Two integrated care centres: Aberaeron and Cardigan in Ceredigion, and several other community settings 47 general practices (six of which are health board managed practices); dental practices (including four orthodontic); 97 community pharmacies; 43 general ophthalmic practices; and 8 ophthalmic domiciliary providers Numerous mental health and learning disabilities services
Job description Job responsibilities
You will work closely with colleagues across the organisation, building positive relationships and providing clear, timely, and meaningful financial information that helps leaders make informed decisions. This role is well suited to someone who values collaboration, professionalism, and making a difference, and who brings a thoughtful and supportive approach to financial leadership.
Grounded inNHS Wales values, the post places strong emphasis on openness, trust, partnership working, and continuous improvement, recognising that effective finance functions are built on people, relationships, and shared purpose.
You will be able to find a full job description and person specification attached within the supporting documents.
The Health Board is committed to supporting its staff to fully embrace the need for bilingualism, thereby enhancing patient and service user experiences. In our commitment to increase the number of staff who are able to communicate in Welsh with patients and professionals, we welcome applications from Welsh speakers.
The ability to communicate in Welsh is desirable for this post. If you do not meet the Welsh Language requirements specified, the Health Board offers a variety of learning options and staff support to help you meet these minimal desirable requirements during the course of your employment with us.
Interviews will be held on 27/05/2026
Person Specification
Qualifications and Knowledge Essential
CCAB or CIMA qualification Experience at management level with proven professional and managerial experience and expertise. Knowledge of integrated financial systems
Desirable
Evidence of Continuous Professional Development Knowledge of Oracle System Accounting
Experience Essential
Experience of communicating, in writing and verbally, highly politically sensitive information to both internal and external stakeholders Experience of managing & mentoring staff with the ability to lead and motivate Experience of delivering within challenging deadlines Previous experience of working with substantial data sets
Desirable
Previous financial experience within the NHS, Public Sector or a large complex organisation Experience of managing change and associated behaviours
Other Essential
Able to work flexible hours around key reporting milestones Able to travel between sites and to All Wales meetings in a timely manner Committed and self-motivated Knowledge & understanding of SQL & Power Bi Dashboard Reporting
Desirable
Welsh Speaker (Level 1)
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 Hywel Dda University Health Board
Address Tŷ Gorwel
St David's Park
Carmarthen
SA31 3HB
Employer's website https://hduhb.nhs.wales/ (Opens in a new tab)