Staffline Derry is Hiring on behalf of the Western Trust ...

PERSONNEL SPECIFICATION

JOB TITLE AND BAND: Financial Management Analyst Band 5

DEPARTMENT 1 DIRECTORATE: Financial Management/Finance

LOCATION: Administration Offices, Gransha Park

Notes to applicants:

1. You must clearly demonstrate on your application form under each question, how you meet the required criteria as failure to do so may result in you not being shortlisted. You should clearly demonstrate this for both the essential and desirable criteria.
2. Shortlisting will be carried out on the basis of the essential criteria set out in Section 1 below, using the information provided by you on your application form Please note the Trust reserves the right to use any desirable criteria outlined in Section 3 at shortlisting.

You must clearly demonstrate on your application form how you meet the desirable criteria.

3. Proof of qualifications and/or professional registration will be required if an offer of employment is made - if you are unable to provide this, the offer may be withdrawn

ESSENTIAL CRITERIA

SECTION 1: The following are ESSENTIAL criteria which will initially be measured at shortlisting stage although may also be further explored during the interview/selection stage. You should therefore make it clear on your application form whether or not you meet these criteria. Failure to do so may result in you not being shortlisted. The stage in the process when the criteria will be measured is stated below.

Qualifications -

Diploma for Accounting Technicians (A T!)

or

equivalent or hold a Finance/Accounting

or

Business Degree with 2 years relevant finance experience*

Or

Demonstrate 5 years relevant finance experience*

Experience -

Have excellent IT skills in relation to MS Office (in Shortlisting by particular Excel) applications and experience of Application Form working with financial systems including a computerised accounting ledger.

Skills I Abilities -

Experience of financial and management accounting processes.

Experience of investigating and analysing complex financial information and to communicate subsequent analysis

Excellent communication and interpersonal skills with experience working with a range of stakeholders

Ability to prioritise and work within timescales and deadlines

Working knowledge of Advanced Excel Functions

Relevant experience is defined as working in an office in a financial environment providing a range of financial information with agreed/strict deadlines, analysing and interpreting a range of information using advanced excel skills and using financial systems.

As pad of the Recruitment & Selection process it may be necessary for the Trust to carry out an Enhanced Disclosure Check through Access NI before any appointment to this post can be confirmed.

^oThe successful candidate can expect to be placed at the minimum point of the pay scale, although a higher starting salary, within the range of the pay band may be available if the person appointed has experience relevant & equivalent to the post. If the successful candidate is an existing HSC employee moving to a higher band, AfC Pay on Promotion will apply."

THE TRUST IS AN EQUAL OPPORTUNITIES EMPLOYER

Successful applicants may be required to attend for a Health Assessment

JOB SUMMARY

The postholder will assist the Financial Management Service in providing a range of business support services to individual assistant directors, operational managers, clinicians and budget holders.

MAIN DUTIES & RESPONSIBILITIES

Corporate Financial Reportinq

• To assist in the preparation of monthly reports to managers, which report in month, and cumulative budgetary performance of the Trust, giving reasons for variances, and highlighting potential risk areas.
• To assist in the provision of detailed financial analysis and interpretation of a range of financial information including run rate analysis.

e To distribute and coordinate the workload to ensure that strict deadlines are met with regard to monthly financial performance and reports to managers.

• To support the Assistant / Financial Management Accountant in the operation of systems, to support the financial management controls within the Trust, to ensure that the Trust meets all financial targets set by the HSCB/DHSSPS.
• Communicate with managers throughout the Trust on a regular basis, to assist them in the understanding and interpretation of their budgetary position
• To provide financial advice and support to managers as required.
• Liaising closely with financial accounting staff to ensure that payments are coded correctly and that coding structures support the financial reporting requirements of the Trust
• To ensure that costs and budgets are accurately coded on the financial systems* liaising with other relevant departments for action where necessary.
• To use the computerised financial systems of the Trust, having knowledge and experience of PC Applications with specific experience on using Excel

Assist in providing information to be included in the Financial Plan for the Trust to support the Director of Finance to meet the Trust's Financial Targets.

• Assist in the preparation of monthly reconciliations between the financial systems and the information contained in the financial performance reports.

Budqet Settinq and Control

• To assist in the implementation of devolved budgetary control and the necessary reporting arrangements, to ensure that budget management is devolved as widely as possible.
• Assist in modelling budgets to meet the changing needs of the Trust and reflect additional funding secured for services.
• Assist in updating the budgetary systems to accurately reflect all approved changes i.e. Inflation increases, new service development funding, efficiency savings etc using the approved internal documentation i.e. FE & GS forms.
• To assist in the design, development and quality assurance of (routine and ad-hoc) information reports to managers & budget holders.
• To analyse budgetary over/under spends by investigating Finance & non-Finance systems as required and communicating findings to managers in an appropriate format
• To support the monthly financial reporting deadline which will include liaising with the GL co-ordinator to ensure systems are closed down and interfaced promptly, accruals and budget adjustments are calculated and input to CP/Efin, variance analysis is carried out and accurate reports are issued to managers in a timely manner.
• To assist in the development and maintenance of an efficient and effective
• system of budgetary control, including implementation or changes to the Trust's Financial systems.

• Assist in the roll forward of all budgets annually and ensuring reconciliations are completed to the CP/DPM system & Efin system.

Undertake financial assessments to support business cases, new service developments, redesign of existing services or retraction from services.

General Manaqement Responsibilities

The post holder will promote and support effective team working, fostering a culture of openness and transparency. The post holder will ensure that they take all concerns raised with them seriously and act in accordance with Your right to raise a concern (Whistleblowing)' policy and their professional code of conduct, where applicable.

General Requirements

The post holder will be required to:

• Ensure the Trust's policy on equality of opportunity is promoted through his/her own actions and those of any staff for whom he/she has responsibility.
• Co-operate fully with the implementation of the Trust's Health and Safety arrangements, reporting any accidents/incidents/equipment defects to his/her manager, and maintaining a clean, uncluttered and safe environment for patients/clients, members of the public and staff.
• Adhere at all times to all Trust policies/codes of conduct, including for example: Smoke Free policy
• IT Security Policy and Code of Conduct
• standards of attendance, appearance and behaviour
• Contribute to ensuring the highest standards of environmental cleanliness within your designated area of work.
• Co-operate fully with regard to Trust policies and procedures relating to infection prevention and control.
• All employees of the WHSCT are legally responsible for all records held, created or used as part of their business within the WHSCT including patients/clients, corporate and administrative records whether paper-based or electronic and also including emails. All such records are public records and are accessible to the general public, with limited exceptions, under the Freedom of Information act 2000 the

Environmental Information Regulations 2004, the General Data Protection

Regulations (GDPR) and the Data Protection Act 2018. Employees are required to

be conversant with the WHSCT policy and procedures on records management and to seek advice if in doubt.

• Take responsibility for his/her own ongoing learning and development, in order to maximise his/her potential and continue to meet the demands of the post
• Represent the Trust's commitment to providing the highest possible standard Of service to patients/clients and members of the public, by treating all those with whom he/she comes into contact in the course of work, in a pleasantl courteous and respectful manner.
• The HSC Code of conduct sets out the standards of conduct expected of all staff in the Western Health & Social Care Trust and presents standards of conduct and behaviours required during and after employment with the Trust. Professional staff are expected to follow the code of conduct for their own professions as well as this code.
• Staff members are expected to involve patients, clients, carers and the wider community were relevant, in developing, planning and delivering our services in a meaningful and effective way, as part of the Trust's ongoing commitment to Personal and Public Involvement (PPI).

Please use the link below to access the PPI standards leaflet for further information htt '//www. ublichealth.hscni.netJsites/default/files/PPI leaflet. df

• Employees must at all times abide by Trust policies and procedures and the terms of their contract of employment. They must conduct themselves with impartiality, integrity, objectivity and honesty and maintain high standards of personal and professional accountability.
• Employees are expected to demonstrate commitment to the Trust by ensuring regular attendance at work and efficient completion of duties.
• Employees must ensure that they comply with any risk management responsibilities specific to their post, and as set out in the Trust's Risk Management Strategy.
• The Trust is committed to the development and implementation of systems under Integrated Governance to ensure continuous improvement in the quality of services provided. Employees will be expected to co-operate and work with such systems.
• All information concerning patients and staff must be held in the strictest confidence and may not be divulged to any unauthorized person.
• Employees must ensure that equality and human rights issues are addressed within the post holder's area of responsibility in accordance with the Trust's Equality Scheme.

This Job Description will be subject to review in the light of changing circumstances and is not intended to be rigid and inflexible but should be regarded as providing guidelines within

which the individual works. Other duties of a similar nature and appropriate to the grade may be assigned from time to time.

It is a standard condition that all Trust staff may be required to serve at any location within the Trust's area, as needs of the service demand.

For more information contact [email protected] or 02871 267799

Closing Date - 27/04/2026