Senior Finance Manager – Financial Improvement Full Time NEW

North Bristol NHS Trust (NBT) and University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) are working towards merging as one organisation from July 2026.

This will create an exciting future that brings together the best of both organisations. As a single, strong and sustainable organisation, we will not only be able to deliver better outcomes for our patients and fairer care for our population, but it will also provide greater opportunities for our people.

Should you join NBT as an employee prior to our organisations merging, your employment will be automatically transferred across to UHBW. Should your employment begin after our two Trusts merge, you will be employed directly by UHBW and therefore UHBW terms and conditions of service will apply

Our job adverts may close as soon as sufficient applications have been received. Considering this, if you are interested in this role, please do apply as soon as you can.

Generative artificial intelligence (AI) describes algorithms that can be used to produce new content, including audio, code, images, text, simulations, and videos. It is developing all the time and is now being used as a support mechanism for all kinds of content-based creations. Please note the use of AI is monitored and if applicants have used it then they are required to declare this.

Job Overview

This is an exciting opportunity to join the newly formed Group Financial Improvement Team — the first finance function to complete its corporate services transformation and now operating as a single, unified service across the Group. Bringing together the strengths of UHBW and NBT, the team combines finance, programme management and improvement expertise to drive better services, better processes and better value for patients and staff. This is not traditional CIP or simple cost reduction; it is about making things work better.

As a Senior Finance Manager within the Financial Improvement function, you will play a central role in driving the Trust’s Financial Improvement Programme and ongoing Savings Programme. You will lead the development, analysis and reporting of financial performance to PFIG and the Financial Sustainability Board, ensuring robust benefits tracking and supporting the creation of future‑year savings schemes. Using benchmarking and other analytical tools, you will identify opportunities to enhance both clinical and non‑clinical service delivery and financial performance. You will provide high‑quality financial advice to clinicians and managers, shape and evaluate transformation schemes, and take ownership for progressing delivery across Divisional and Corporate areas. Working closely with the Head of Financial Sustainability, you will help embed a culture of continuous improvement and strengthen financial sustainability across the Trust.

Main duties of the job

Lead the development, analysis and reporting of financial performance for the Trust’s Financial Improvement and Savings Programmes.

Produce high‑quality financial insight for PFIG, the Financial Sustainability Board and senior stakeholders, ensuring accuracy, clarity and timely reporting.

Develop, maintain and improve benefits tracking models to support robust monitoring of savings schemes and future‑year opportunities.

Use benchmarking, service line reporting and analytical tools to identify opportunities to improve service delivery, efficiency and financial performance.

Provide expert financial advice to clinical and operational leaders, supporting the design, evaluation and delivery of transformation and efficiency schemes.

Take ownership of financial improvement delivery within specific Divisional and Corporate areas, ensuring progress is monitored and issues are addressed proactively.

Support the development and embedding of financial policies, controls and practices that strengthen financial sustainability across the Trust.

Work closely with the Head of Financial Sustainability and Finance Business Partner to provide professional financial support across the organisation.

Build strong relationships with clinical, operational and corporate teams to support collaborative working and successful delivery of improvement initiatives.

Contribute to a culture of continuous improvement, promoting innovation, financial discipline and evidence‑based decision‑making.

Working for our organisation

North Bristol NHS Trust (NBT) and University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) are working towards merging as one organisation from July 2026.

This will create an exciting future that brings together the best of both organisations. As a single, strong and sustainable organisation, we will not only be able to deliver better outcomes for our patients and fairer care for our population, but it will also provide greater opportunities for our people.

Should you join NBT as an employee prior to our organisations merging, your employment will be automatically transferred across to UHBW. Should your employment begin after our two Trusts merge, you will be employed directly by UHBW and therefore UHBW terms and conditions of service will apply

Our job adverts may close as soon as sufficient applications have been received. Considering this, if you are interested in this role, please do apply as soon as you can.

Generative artificial intelligence (AI) describes algorithms that can be used to produce new content, including audio, code, images, text, simulations, and videos. It is developing all the time and is now being used as a support mechanism for all kinds of content-based creations. Please note the use of AI is monitored and if applicants have used it then they are required to declare this.

Detailed Job Description And Main Responsibilities

• Ensure accurate production of monthly reports to the Productivity and Financial Improvement Group (PFIG) and Financial Sustainability Board (FSB) this will involve:
• Close working and liaison with divisional and corporate staff with regards to the production of monthly documentation including the provision of advice to Divisions and Corporate Work stream leads on the production of this documentation
• Ensure accurate reconciliation of all reports produced for PFIG including cross referencing all reports and ensuring duplication of savings is avoided
• Prepare additional reports for PFIG / FSB as required by the Head of Financial Sustainability
• Development and ongoing maintenance of financial benefits tracking models for Savings / Transformation work streams. This will involve close working with:
• Corporate Directors
• Divisional Financial Managers
• Divisional Directors
• Trust Work stream leads
• NHS Supplies
• Pharmacy
• Transformation Project leads
• Leads and manages financial aspects of programmes and projects for specific Transformation / Savings schemes, including:
• Being a full member of Trust wide Work streams / Project Teams;
• Provision of expert and professional financial advice for all aspects of these schemes;
• Developing programme and project documentation
• Developing robust accurate financial models for these schemes including costing and tracking of financial benefits and reporting outcomes,
• Identifying and supporting achievement of project benefits realisation
• Presentation of complex financial information to large groups of non-finance managers.
• Responsible for the production of any ad hoc reports and analysis in support of Savings/ Transformation delivery as may be required by the Head of Financial Sustainability.
• Provision of financial support to existing work stream groups as and when required.
• Working with the corporate executives and divisional managers support the Trust in developing new savings and efficiency opportunities for the future.
• Undertake research into the approach and delivery of Savings and transformation change in other organisations and recommend best practice to be adopted in the Trust.
• Work with Trust and Divisional managers to ensure that they are aware of and adequately trained in the reporting requirements for the Savings Programme.
• Provide technical financial support and advice to clinicians and managers on the development and evaluation of Savings / transformation schemes.
• Using advanced financial management skills and techniques carry out investment appraisal of proposals.
• Undertake benchmarking reviews with other similar organisation’s services to identify potential scope to improve service delivery / financial performance.
• Undertake studies and report into the efficient / optimal use of facilities and resources within the Trust making use of available information such as that provided by Service Line Reporting.
• Provide consultancy support to Divisions and or work streams where there needs to be an injection of high-level financial expertise. This involves the analysis of complex facts or situations such as service changes, leading to an evaluation and provision of advice on the options under consideration.
• Provide professional financial support, analysis and advice to divisions relating to, for example, business case production, and achievement of multiple targets, assessment and management of financial risk, operational and capacity planning and the allocation of resources.
• Drive the timely completion and sign off of detailed delivery plans and Quality Equality Impact Assessments for CIP schemes.
• Responsible for the introduction, adapting and improvement of financial systems used in the Financial Improvement team.
• Deputise for Finance Business Partner as required.

Person specification

Knowledge and Experience

Essential criteria

• Experience in the resolution of complex financial queries
• Experience of working on major financial projects involving changes in service provision for example without supervision
• Experience of holding meetings with senior managers and other non-finance staff and leading on discussions involving complex financial issues
• Experience of working to deadlines
• A high level of knowledge of financial management accounting techniques

Skills And Abilities

Essential criteria

• The ability to interpret and analyse complex financial information
• Prepares plans for projects which impact across the Trust
• Ability to advise managers on certain courses of action using specialist knowledge of financial procedures and NHS / Trust policies
• Ability to contribute to meetings with senior managers
• The ability to cope with frequent change and with conflicting demands
• Proven ability to be organised

Qualifications And Training

Essential criteria

• Evidence of a high standard of numeracy and literacy
• Fully qualified Accountant

Desirable criteria

• Degree level of Education

Aptitudes

Essential criteria

• Excellent communication skills
• Flexible and adaptable approach
• A pro-active approach
• Ability to prioritise work in order to meet deadlines
• Ability to work as part of a team

Please note that if you apply for a position with North Bristol NHS Trust, you may be contacted via TRAC or via email. This includes invites for job interviews. We therefore recommend that you regularly check your TRAC Account and email accounts including junk and spam folders.

If you apply for this vacancy and have not received a communication from North Bristol NHS Trust within three weeks of the closing date, please assume that on this occasion your application has been unsuccessful.

Please note that North Bristol NHS Trust does not reimburse travel expenses relating to interview attendance.

If you feel you meet the requirements of the Disability Act / Two Ticks scheme and require further support/advice, please contact us on tel 0117 414 1151.

North Bristol NHS Trust are committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment.

The successful applicant(s) will normally commence at the minimum of the scale unless they have previous NHS service at the same band. Progression through the scale is by annual increments.

At North Bristol Trust (NBT), we know diverse and inclusive environments lead to happier and healthier teams and improved patient care and outcomes. We are committed to equality of opportunity, to being fair and inclusive, and to being a place where we all belong. We therefore particularly encourage applications from candidates who are currently underrepresented in NBT’s workforce at Band 8a and above. These include people from Black, Asian and minority ethnic backgrounds, disabled people and LGBTQIA+ people.

Please note that stringent pre-employment checks are undertaken on all successful applicants prior to commencement in post.