Job summary
An exciting opportunity has arisen within South Warwickshire University NHS Foundation Trust. We are looking to recruit a Band 4 Finance Assistant to join our Finance team. The successful candidate will assist the finance manager to provide accurate, timely and meaningful financial information and advice to a range of individuals.
Main duties of the job
To assist the Trusts Management manage the financial affairs of the Trust by assisting the Finance Directorate in the provision of accurate, timely and meaningful financial information and advice to a range of individuals from director level down within the Trust and other NHS and non-NHS organisations.
About us
Come and join a Trust rated Outstanding by the CQC. South Warwickshire University NHS Foundation Trust have been rated as outstanding following our latest inspection by the CQC and we are recruiting new staff to come and help us improve even further. In addition our staff survey results have placed us 4th in the country for recommended place to work.
We provide services across Warwickshire and beyond ranging from Hospitals in Warwick, Stratford-Upon-Avon, Royal Leamington Spa and Shipston-on Stour to Community Services across the county. We are a progressive, expanding organisation with great ambition around improving quality, integrating pathways and delivering high levels of productivity. Our values can be summed up in one sentence. We are Trusted to provide safe, inclusive, effective and compassionate care. Throughout the recruitment process you will be asked to think about how you demonstrate these values and how they impact on your work. It doesnt matter what role you do, whether it is patient facing or not, we are all working in the same way with our values at the core.
Details
Date posted: 28 October 2025
Pay scheme: Agenda for change
Band: Band 4
Salary: £27,485 to £30,162 a year per annum
Contract: Permanent
Working pattern: Full-time
Reference number: 203-C543
Job locations: Warwick Hospital, Warwick, CV34 5BW
Job responsibilities
* Understand and comply with the Trusts policies, Standing Financial Instructions and Standing Orders.
* Understand the Trust-wide financial and operational issues; contribute to the achievement of the Trusts financial objectives.
* Working within the Finance Team and with ward and departmental managers, assist in improving the quality of the financial service to wards and departments within and outside the Trust.
* Write and maintain written procedures for tasks within the department.
* Determine priorities in workload in order to maximise personal productivity and efficiency; treat all data in an appropriate manner (e.g. preparation, storage, retrieval, dissemination).
* On an annual basis and at other times during the year assist in the preparation of ward and department budgets; make a note ensure all cost pressures are noted; cost improvements are recorded; check all budgets for reasonableness and amend as appropriate.
* Ensure ward and department managers understand their budgets and the impact of cost pressures and cost improvements so that they are aware of any major changes therein; obtain management sign off on all budgets in line with set timetables.
* Log all budget changes and ensure that each is supported by evidence of their validity (e.g. senior manager sign off, skill mix requests, etc); ensure all movements in and out of Trust reserves are authorised by the Associate Director of Finance; store all documents in an appropriate manner and respond to management and audit queries as they arise.
* Process budget and actual transactions accurately in line with departmental timescales at month, quarter and year end; elevate to more Senior Management, if any transaction is out of the norm; raise recurrent and adhoc invoice requests and, where recurrent, work with the Income & Contracts team to put appropriate Service Level Agreements in place.
* Carry out regular reconciliations of appropriate accrued and prepaid expenditure and accrued and deferred income to ensure reports reflect the most up to date situation.
* Assist in the maintenance of the schedule of delegated authority and the financial report distribution list.
* Prepare, in line within the departmental timetable, draft ward and departmental financial reports and review the anomalies and variances with a view to ensuring the final reports are accurate; where there are anomalies and/or major variances, identify causes (e.g. activity/price changes) and prepare reports to show managers what has happened.
* Meet with ward and department managers, on a regular basis, to discuss areas of concern in the financial reports (eg unexpected trends, significant variances); respond in reasonable timescales to any request from managers for further analysis of costs and income.
* To work independently, raising any matters of concern with the Deputy Manager or Senior Manager (Financial Management) as appropriate.
* Carry out other recurrent and ad-hoc exercises relating to financial information and advice to all levels of management within the Trust (e.g. General Managers, Associate Directors of Operations, Executive Management and Board members) ensuring that each person has the authority to request such information.
* Carry out other recurrent and ad-hoc exercises relating to financial information to organisations and individuals (e.g. NHSI, FOI) ensuring that each has the authority to request such information.
* Carry out ad-hoc costing requests in support of budget changes (e.g. skill mix) and/or business cases of varying complexity for internal and Health Economy-wide purposes.
* Assist in the preparation of ward & departmental financial forecasts in line with set timetables.
* Work with ward & departmental managers to ensure they understand what financial reports are telling them, interpret graphs and reports and assist managers with the formulation of plans to hit their set budgets.
* Undertake mandatory training as appropriate Information Governance, Health & Safety, Equal Opportunities.
Person Specification
Qualifications (Essential):
* Good level of general education to (A/O level/GCSEs in Maths & English)
* AAT Technician Level/ NVQ Level 4 or similar level of knowledge acquired through experience (see below)
* Microsoft Office training, specifically in Microsoft Excel
Qualifications (Desirable):
* Experience working in the NHS
* Meeting internal and external reporting deadlines
Experience (Essential):
* One years work experience in a financial management role/deadline
* At least one years use of complex Excel techniques (Look ups/Pivots)
* Organising/prioritising own workload
Experience (Desirable):
* Experience working in the NHS
* Meeting internal and external reporting deadlines
Skills (Essential):
* Understand the meaning of Financial Management/ Budgetary Control
* IT skills - financial systems, data bases, Microsoft Office suite
* Input data, interpret and communicate routine financial information
* Able to communicate sensitive financial information to colleagues and managers
Skills (Desirable):
* Knowledge of NHS finance regime
* Time management skills
Personal Qualities (Essential):
* Appreciation of importance of Confidentiality of information
* Desire to learn and develop (CPD)
Personal Qualities (Desirable):
* A knowledge/awareness of the Trusts policies
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
South Warwickshire University NHS Foundation Trust
Warwick Hospital
Warwick
CV34 5BW
Employers website: https://www.swft.nhs.uk/
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