Financial Advisor
Pertemps Bond
1d ago

Job Role : Financial Advisor

Job Type : Temporary, Full-time ( 37 Hours)

Location : Home based with the potential to move office based.

Hours : Monday Friday 9-5

Salary : £11.76 P / H

Pertemps are recruiting for a Financial Advisor for our national client contract based in North Wales.


  • To process and manage all aspects of income and expenditure for the Health Board in relation to the Mental Health and Learning Disabilities Directorate Budget, in line with Standing Financial Instructions, Standing orders and Accounting Standards and Guidelines.
  • Works within the Financial or Management Accounting Finance Team, providing professional assistance and financial advice and support to managers, and undertakes investigation into complex financial variances and analysis, suggesting relevant corrective action to Health Board managers as necessary.
  • Ensuring that all income, expenditure and invoices are processed and accounted for in accordance with set procedures and Accounting Standards, and that all information is provided in accordance with statutory reporting requirements, timescales and standards, through the completion of own work and the coordination with other colleagues across the Finance Department and wider Health Board.
  • To provide specific financial analysis and information to support the production of the Health Boards monthly Monitoring Returns and Annual Accounts as submitted to the Welsh Government, in line with statutory and legal timescales, guidelines, policies and procedures.
  • To provide timely, accurate and meaningful financial management information within tight financial time-scales and ensure that work is completed in compliance with Standing Orders, Standing Financial Instructions, and Scheme of Delegation.

  • To work as part of the Financial or Management Accounting Finance Team in the preparation, processing and managing of all income and expenditure in relation to the Mental Health and Learning Disabilities Directorate budget within the overall Health Boards allocations, providing cover across or for other Area / Divisions or Exec Director budgets as may be required as directed by the Senior Management Accountant.
  • To monitor all of the Budgets, ensuring compliance with standing orders, standing financial instructions and any other Health Board or Statutory accounting standards, policies and guidelines.
  • Discuss and respond to / deal with queries from staff, customers or suppliers, any issues in respect of any aspect of Health Board / Area / Division income or expenditure, including areas of complexity and sensitivity.
  • Resolution requires analysis of complicated financial data and the interpretation and presentation of the results and recommendations for finance and non-finance staff.

  • Assist in the preparation of detailed service budgets (for pay, non-pay and income), including the processing, reconciling and control of all such budgets within the Oracle Financial Systems and general ledger
  • Preparation and control of journals for inputting to the general ledger, in accordance with systems and audit controls and monthly timescales, ensuring all entries are made against to relevant and correct account codes to support monthly and annual financial performance management reporting
  • Calculate & prepare accounting adjustments e.g. Accruals & Prepayments for input into the general ledger as part of the monthly and annual Accounts process
  • To undertake monthly balancing and reconciliation of accounts / ledgers, ensuring sound audit trails are maintained.
  • Undertake monthly analysis of the financial performance of the Named Budgets in order to accurately project the financial position at year end, using complex mathematical formulae to forecast year end costs
  • Use of Excel spreadsheets to input and manipulate financial data to calculate the financial impact of service development or change and the presentation of that financial data in the form of graphs and professional reports.
  • To support and facilitate the search for cost savings by identifying high cost areas and suggesting alternative cost solutions, which assist the Area / Division in meeting its annual financial targets.
  • Ensures that budget managers receive accurate and relevant budget and exception reports within the agreed monthly and annual reporting timetables.
  • Liaison with external agencies, Local Authorities, Welsh Government, Shared Services, External Audit on any aspect of Budgets.
  • Plan own workload, as well as coordinating the work of others, to ensure all monthly and annual timescales are met, promoting excellent working relationships within and outside of Finance at all times.
  • Works within defined operational procedures, as well as implements existing policies and procedures and review and propose changes to departmental work practices

  • AAT full technical qualification and Membership, or proven equivalent experience.
  • Finance / Accountancy Degree, or proven ability to work at degree level
  • Evidence of continued professional development, particularly in the areas of budget and financial management, control and reporting.

  • Significant experience working within an finance environment
  • Experience of working with ring-fenced budgets and contracts
  • Experience of computerised financial managements systems and controls.
  • Significant experience of budget setting and budgetary control, including the reporting and management of variances and implementation of corrective action
  • Experience of accounting, including reconciliations, controls and VAT rules and guidelines
  • Experience of dealing with external agencies and dealing with Audit queries and responses
  • The ability to communicate effectively in Welsh is desirable.


  • The ability to effectively organise workload and work within strict deadlines.
  • Excellent in the use of spreadsheets and other PC-based office applications.
  • The ability to work as part of a team, achieving a corporate objective.
  • Excellent communicative skills and the ability to discuss queries with colleagues and patients alike.
  • Ability to process, analyse and interpret complex financial data, and explain the result to non-finance staff
  • The ability to identify errors, resolve discrepancies and handle any problems as they arise.
  • Ability to exercise judgement and control.
  • If you are interested in this position, please click the apply button or call Nia on 01978 291 565.

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