Assistant Head of Financial Reporting

Main duties of the job

Leading and supporting delivery of the Finance Directorate's financial reporting and planning work, ensuring information is accurate, transparent, and genuinely useful.

Producing clear, accessible monthly financial reports and commentary that help teams understand the financial position and support long-term sustainability.

Supporting the annual planning and budget-setting process, helping to develop financial plans that are robust, affordable, and aligned with organisational priorities and population needs.

Coordinating team work programmes and supporting colleagues to deliver high-quality outputs, while fostering a positive, inclusive, and supportive working environment.

Working alongside the Deputy Head of Financial Reporting, you will contribute to a range of internal and external reports, including Welsh Government submissions, Public Board papers, and Finance and Performance Committee reports.

You will be CCAB or CIMA qualified, bringing not only strong technical expertise but also a commitment to professional integrity, collaboration, continuous learning, and compassionate leadership.

About us

Hywel Dda University Health Board plans and provides NHS healthcare services for people living in Carmarthenshire, Ceredigion, Pembrokeshire, and bordering counties.

We have over 13,000 staff and together we provide primary, community, in-hospital, mental health and learning disabilities services.

We work in partnership with the three local authorities, as well as public, private and third sector colleagues, including our valued team of volunteers.

Our services are provided in:

• Four main hospitals: Bronglais Hospital in Aberystwyth; Glangwili Hospital in Carmarthen; Prince Philip Hospital in Llanelli; and Withybush Hospital in Haverfordwest
• Five community hospitals: Amman Valley and Llandovery hospitals in Carmarthenshire; Tregaron Hospital in Ceredigion; and Tenby and South Pembrokeshire hospitals in Pembrokeshire
• Two integrated care centres: Aberaeron and Cardigan in Ceredigion, and several other community settings
• 47 general practices (six of which are health board managed practices); dental practices (including four orthodontic); 97 community pharmacies; 43 general ophthalmic practices; and 8 ophthalmic domiciliary providers
• Numerous mental health and learning disabilities services

Job responsibilities

You will work closely with colleagues across the organisation, building positive relationships and providing clear, timely, and meaningful financial information that helps leaders make informed decisions. This role is well suited to someone who values collaboration, professionalism, and making a difference, and who brings a thoughtful and supportive approach to financial leadership.

Grounded in NHS Wales values, the post places strong emphasis on openness, trust, partnership working, and continuous improvement, recognising that effective finance functions are built on people, relationships, and shared purpose.

The Health Board is committed to supporting its staff to fully embrace the need for bilingualism, thereby enhancing patient and service user experiences. In our commitment to increase the number of staff who are able to communicate in Welsh with patients and professionals, we welcome applications from Welsh speakers.

The ability to communicate in Welsh is desirable for this post. If you do not meet the Welsh Language requirements specified, the Health Board offers a variety of learning options and staff support to help you meet these minimal desirable requirements during the course of your employment with us.

Person Specification

Qualifications and Knowledge

• CCAB or CIMA qualification
• Experience at management level with proven professional and managerial experience and expertise.
• Knowledge of integrated financial systems
• Evidence of Continuous Professional Development
• Knowledge of Oracle System Accounting

Experience

• Experience of communicating, in writing and verbally, highly politically sensitive information to both internal and external stakeholders
• Experience of managing & mentoring staff with the ability to lead and motivate
• Experience of delivering within challenging deadlines
• Previous experience of working with substantial data sets
• Previous financial experience within the NHS, Public Sector or a large complex organisation
• Experience of managing change and associated behaviours

Other

• Able to work flexible hours around key reporting milestones
• Able to travel between sites and to All Wales meetings in a timely manner
• Committed and self-motivated
• Knowledge & understanding of SQL & Power Bi Dashboard Reporting
• Welsh Speaker (Level 1)

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

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