Finance Business Partner – CIP & PMO Financial Improvement Analytics

Role Purpose

To provide senior-level financial business partnering support to the CIP 2026/27 programme, strengthening the Trust’s financial management capability during the period of financial recovery. The post-holder will be embedded within the programme structure, providing dedicated financial expertise across Trustwide CIP projects and divisional improvement programmes. Working directly alongside Executive SROs, Programme Managers and the Recovery Director, this role ensures robust financial validation, accurate benefits tracking and credible savings reporting across the full CIP portfolio. This post bolsters the existing Finance Business Partner capacity to ensure the Trust’s financial improvement ambition is underpinned by robust analysis and real-time financial intelligence. The role will become the custodian of the PMO Tracker and work directly with the Recovery Director and Deputy Director of Finance (DCFO).

Location: Redhill (hybrid 3 days on site)

Job Type: Temporary 

Duration of booking: Expected to last 3 months with possible extension

Proposed start date: ASAP

Pay Rates: Up to £37 per hour PAYE inclusive of holiday pay

Hours / Working Days: 37.5 hours per week / Monday to Friday, 9am – 5pm 

Sector: Healthcare 

Based: Office / Hospital 

KEY RESPONSIBILITIES

• Provide dedicated financial business partnering support across all three Trustwide CIP programmes: Workforce Optimisation, Operational Productivity and Corporate Synergies
• Lead financial validation of all Project Initiation Documents (PIDs), confirming savings assumptions, baselines, phasing profiles and recurrent/non-recurrent status for each project
• Develop and maintain the CIP PMO Tracker, financial plan modelling, tracking planned versus actual savings delivery by project, programme and division on a monthly basis
• Attend and contribute to Financial Improvement Board (FIB), Trustwide Programme Steering Groups (TSGs) and Divisional Financial Improvement Groups (DFIGs) as the senior finance representative
• Produce monthly CIP financial performance reports for the CFO, FIB and Board-level reporting, including variance analysis, forecast updates and risk-adjusted projections
• Provide financial challenge and scrutiny to project leads, ensuring all claimed savings are financially sound, measurable and attributable to CIP activity
• Support divisional Finance Business Partners in developing and validating divisional CIP schemes, providing consistency of approach and financial methodology across the portfolio
• Identify financial risks and opportunities across the CIP portfolio, escalating emerging issues to the CFO and Recovery Director in a timely manner
• Work with BI and Informatics leads to develop financial dashboards and reporting tools that provide real-time visibility of CIP financial performance
• Ensure all CIP financial data is reconciled with the General Ledger and aligned to the Trust’s income and expenditure reporting framework
• Provide ad hoc financial modelling and scenario analysis to support executive decision-making on programme design and prioritisation
• Support the CFO in preparation of external financial reporting to NHS England, including CIP trajectory submissions and financial recovery documentation

ESSENTIAL SKILLS & EXPERIENCE 

• Advanced financial analysis and modelling — NHS income, expenditure and savings frameworks 
• NHS financial management — deep knowledge of I&E reporting, cost improvement methodology and budget management 
• CIP financial validation — ability to test, challenge and sign off savings cases robustly 
• Programme finance — tracking and reporting across a complex multi-project portfolio 
• Advanced Excel / financial modelling tools and Power BI for reporting and dashboards 
• Clear and confident communication of complex financial information to non-finance audiences
• Resilient under scrutiny — comfortable presenting financial positions to Board and NHSE audiences
• Financial integrity — maintains rigour and independence; will challenge weak assumptions
• Strategic thinker — understands the broader financial recovery context and acts accordingly
• Influential communicator — builds credibility with clinical, operational and executive stakeholders
• Delivery-focused — produces high quality outputs at pace within a demanding programme environment
• Collaborative partner — works effectively as part of an integrated programme team

ESSENTIAL QUALIFICATION

• CCAB/CIMA qualified accountant (full membership) 
• Degree level education or equivalent 
• Evidence of continuing professional development in NHS finance or programme finance 
• PMO CIP Analytical experience, working with Turnaround/ Recovery Directors, CFO/ DCFOs, at pace and with urgency
• Substantial NHS finance experience at Band 8a or above, including business partnering
• Proven experience of CIP financial validation and savings tracking in an NHS acute trust
• Experience of presenting financial performance to senior management and Board-level audiences
• Demonstrable track record of financial modelling and scenario analysis in complex organisations. Building and maintaining the CIP tracker

DESIRABLE CRITERIA

• Experience of NHS financial recovery or turnaround programme finance
• Familiarity with NHS England financial reporting frameworks and CIP trajectory submissions
• Knowledge of NHS costing methodologies (PLICS/NHSCC) and Model Hospital benchmarking
• Experience of building Power BI or equivalent financial dashboards