Financial Advisor - Income in Preston inPreston PUBLISHED TUE 25 FEB 2025 Jump to job information section

We are looking for a proactive Financial Advisor to support the Income team.The role is responsible for supporting the Head of Income in the management and reporting of all income into the Trust.You will co-ordinate the month end income reporting process in line trust policy and deadlines. You will support the Head of Income with budget monitoring and forecast processes, ensuring that the reported position is accurate and processes are robust. This post also includes within its remit input into key project work and timetabled tasks such as annual planning and budget setting processes. There will also be involvement in Business Cases, Efficiency / CIP schemes and working with the commissioners . You will be required to present the financial position at meetings and to deputise for the Head of Income when required.

We offer an agile working policy - currently 40% office / 60% remote working and flexible working hours to be as amenable as possible for the individual whilst supporting business needs.

You will be a CCAB or CIMA or qualified member, or alternatively an individual in the last stages of their professional qualification, and be able to demonstrate professional credibility within the field.

The post requires exceptional communication skills with both finance and non-finance staff, a flexible approach to work and significant experience of complex financial processes, in particular NHS provider income. You will be a self-motivated Financial Advisor capable of working under pressure, prioritising to meet tight deadlines and multi-tasking. Strong IT skills are also a key requirement.

The department operates using an agile working policy. Our finance teams work mainly from home, and are based in the office for two days each week currently, were we maximise time for face-to-face meetings, 1:1's, objective reviews and appraisals.

About us

Please refer to attached JD and PS.

• Support the production of achievable activity and income plans for the Trust in conjunction with the wider finance department and service keeping the Head of Income and divisional Senior Finance business partners advised of the implications.
• Ensure financial information is processed in accordance with procedures through completion of own work & through the coordination of the work of others.
• Effectively maintain the income monitoring system across all sources of Trust income to enable the Directorates and the Trust to achieve its activity and income plans.
• To investigate highly complex enquiries providing assistance & advice as required and contributes to corporate reporting/providing strategic/business planning advice.
• You will be responsible for the support staff within the team.