Responsible for all aspects of financial management reporting, financial planning, preparation of the Charities Annual Accounts and liaison with External Auditors. Advising the Senior Leadership Team of the financial forecasts and cash flow projections to enable well informed decision making. Preparing financial reports for presentation to the Charities Board of Trustees.Oversight of the financial accounting processes of the charity and all financial aspects of payroll, supplier payments and customer invoicing. Preparation of detailed cash flow projections and management of bank accounts.Managed the transition of the finance and payroll systems from Sage 50 accounts/payroll to Sage Business Cloud Accounting and Payroll.Review of all financial systems procedures and guidance notes to identify potential continuous improvement opportunities which include areas such cash management, purchasing/procurement, Invoice processing/payment, resourcing/payroll, financial reporting and financial forecasting.

Member of NIHR Academy Executive Board with responsibility for all matters in respect of Finance, HR, Recruitment, Accommodation, Procurement and Corporate Governance.Manage a team which has grown from 3 staff to 12 Responsible for all aspects of financial management in respect of health research funding programmes managed by NIHR Academy (£125m+ pa) and day to day NIHR Academy running costs (£5.5m pa).Preparation of detailed analysis of expenditure across all areas of NIHR Academy and detailed forecasting for current financial year and medium term five year forecasts.Preparation of business case proposals, establishment of budgets and budget reporting for new programmes and funding initiatives.Responsible for all aspects of the SLA between DHSC and LTHT for the hosting of NIHR AcademyMember of the NIHR Academy Contract Management BoardLead for all Business Continuity and Disaster Recovery planning within NIHR Academy

a) lead on finance and contract issues at NIHR TCC, advising senior managers as appropriate and take day to day responsibility for managing finance reporting across NIHR TCC;b) Take a lead, across NIHR TCC implementing new, and updating existing, finance and contract policy across all programmes;c) Formulate and implement finance systems for recording and monitoring programmes, including development of supporting documents for analysis of finances and the production of reports;d) Prepare quarterly, annual and forecast spend (on a 5 year rolling basis) financial reports for the DH R&D Finance department in liaison with programme managers and senior managers at NIHR TCC to include analysis of current spend and forecast spend for all programmes.e) Work with office staff and DH to monitor and evaluate the finances for NIHR TCC awards and programmes, review and make recommendations to senior managers at NIHR TCC where relevant;f) Support the Programme Managers by providing expertise on funding allocation for the various funding programmes, liaising with DH as required;g) Manage and support the development of the information systems and databases required to accurately track and monitor trainees and programmes supported by NIHR, including NIHR TCC staff training in the use of these systems;h) Lead on internal performance management in areas relating to compliance on DH policies such as Intellectual Property reporting, contracting and transparency issues and polices in relation to inflation and NHS overheads;i) Using available NIHR TCC management and other data, analyse and identify relevant information, providing reports in response to requests from stake holders including senior management, DH, Parliamentary Questions, Freedom of Information requests;j) Lead on the development and ongoing management of NIHR TCC contracts and service level agreements, taking an active part in the negotiation process as a representative of NIHR TCC.

Working with charities and charitable companies preparing accounts and also available to provide Independent Examination Services

Lead the operations of the Trust’s Financial Accounting and Creditor Payment Sections and ensured that the Trust’s accounting and financial procedures were accurate, timely and ensured probity.Managed the delivery of effective financial services and closedown of the Trust’s monthly and annual statutory financial accounts including the achievement of all statutory duties and financial performance measures associated with the role.Lead the management of the Trusts balance sheet, including development of cash and working capital forecasting models.Provided financial management for the Trust’s Capital programme.Initiated a review of the main non-clinical contracts for the Trust identifying a number of areas where there was scope for improved value for money with the result that a cost saving of £2m (25%) was achieved over a 3 year period.Improved and managed the process for the Trust’s Reference Costs Submissions to the Department of Health and developed a range of performance monitoring information in conjunction with department managers bringing together financial and statistical information to produce comparative unit costs for operating units across the Trust leading to identification of high cost areas and potential future efficiency gains.

Completed a review of all Corporate support costs and rebased corporate non pay budgets identifying a potential reduction of £2.6m (20%) in non pay budgets.Co-ordination of the financial elements of the Trust’s QIPP programme (Quality, Improvement, Performance and Prevention) and built close working relationship with the Project Management Office in the Trust.

Developed and introduced a package of key financial data for presentation to the Trust Board Finance and Audit Committee, identifying key movements in cash and working capital and recommending action. This also enhanced accountability to the committee and Non Executive Board members.Developed and maintained systems for Corporate Financial Control and co-ordinated financial reports from divisional accountants to enable preparation of Trust Financial Board Reports in a timely and effective manner.Preparation of budgets and financial reporting for NHS income including forecasts, agreement of Service Level Agreement income with main customer organisations and monitoring the actual receipts.

Development of financial accounting and reporting for this new company and preparation of detailed cash flow, income and expenditure statements and balance sheet for the first 3 years of the companies business plan in line with the initial funding provision from Yorkshire Forward, DTI and European Regional Development Fund (Objective 1).Developed procedures for the preparation and submission of claims to the funding agencies for the reimbursement of defrayed expenditure ensuring that the claims made are in accordance with the terms of the contracts and also are supported by a clear audit trail. Provide financial input in the development of a project submission to the funding agencies as part of a £10m project and also taking the role of financial advisor as part of project teams for a previously authorised project and new project proposals.

Improved the professionalism and gained respect for the financial project appraisal team within the property division and across Royal Mail by demonstrating the benefits to partners from a range of disciplines of the contribution to sound project management of the finance team.Working closely with Planning Managers in determining future accommodation requirements in an ever changing environment including the design & implementation of a model for financial evaluation and presentation of the results for executive consideration.Lead financial advisor in multi-disciplinary project teams building close working relationships with other team members and ensuring that the financial implications of a range of projects and strategies were considered and a robust project recommendation was reached.Preparation of financial statements covering the impact of individual project investment proposed for final consideration at Executive level within the business unit and at Board level.Co-ordination of the five year accommodation capital plan, its effect on the overall busi¬ness plan and prioritisation of projects within the plan and the monitoring of actual expenditure on specific projects within the plan.

Managed all aspects of the preparation of the District Budgets and ongoing business plans including monthly forecasting and reporting of performance to Business Headquarters.Developed, implemented and refined the provision of financial performance management information to meet the needs of district senior management where none had been available before and where the managers had no experience or understanding of financial budgets and reporting.Developed and introduced a separate department for all aspects of the Purchasing of Goods and Services for the district in a manner which obtained best value for money and ensuring financial probity.