Job summary
The Deputy Finance Business Partner will assist accountable persons in delivering a defined portfolio, working closely with managers, budget holders and stakeholders across Dorset and Somerset to provide specialist financial advice, training and support that enables services and programmes to be delivered efficiently, effectively and economically.
The post holder will provide direct financial support to the Healthset Programme and assigned directorates, supporting the implementation of the shared Epic Electronic Health Record (EHR) system across University Hospitals Dorset (UHD), Somerset Foundation Trust (SFT), Dorset County Hospital (DCH) and Dorset HealthCare (DHC) under the Inter Trust Agreement (ITA). This will include ensuring compliance with financial best practice and supporting complex multi-organisational financial and governance arrangements.
Interview: 27 August
Main duties of the job
Key responsibilities include budget setting and reporting, forecasting expenditure, activity and income, collating and analysing costs across multiple Trusts and stakeholders, supporting the UHD Capital Finance Lead, monitoring delivery of improvement programme savings and responding to information requests from internal and external stakeholders. The post holder will play a key role in the management, reconciliation and reporting of inter-Trust recharge arrangements, ensuring costs are accurately allocated in accordance with the ITA, funding agreements and agreed allocation methodologies, whilst providing financial assurance over recharge balances, contractual commitments and partner contributions.
The post holder will provide financial oversight of the Inter Trust Agreement (ITA) for all trusts, ensuring that programme costs are accurately captured, allocated, reconciled and recharged across participating organisations in accordance with agreed cost-sharing methodologies and governance arrangements.
The post holder will provide complex financial analysis and advice to support decision-making, effective governance and successful delivery of the Healthset Programme and its associated benefits.
About us
UHD are investing, developing and transforming Trust services in line with the New Hospital Programme. As part of this, some services may move site this year or next, either temporarily or permanently. Recruiting Managers will be happy to answer any service-specific questions at interview.
If a role or service relocates as part of a planned move, excess mileage will not be reimbursed. Travel from home to the new work base will be classed as a normal commute. Any other changes will be managed under Trust or national terms and conditions.
UHD has active networks including Women's, BAME, Pride, EU, Pro Ability, and Armed Forces. We support Disability Confident and Armed Forces Covenant interview schemes.
AI tools may be used, but applications must honestly reflect your own skills and experience. Integrity is key to our recruitment process.
For UHD employees, this fixed-term post will be offered as a secondment in line with the Trust's Secondment Policy. Please speak with your line manager before applying.
Details
Date posted
05 August 2026
Pay scheme
Agenda for change
Band
Band 7
Salary
£49,387 to £56,515 a year
per annum pro-rata
Contract
Fixed term
Duration
23 months
Working pattern
Full-time,
Part-time,
Flexible working,
Home or remote working
Reference number
153-CO06419-A
Job locations
Poole Hospital
Poole
BH15 2JB
United Kingdom
Job description
Job responsibilities
The Deputy Finance Business Partner will support the financial management of the Healthset programme and Inter Trust Agreement (ITA), acting as a key link between the Finance Directorate, programme teams and stakeholders across University Hospitals Dorset (UHD), Somerset Foundation Trust (SFT), Dorset County Hospital (DCH) and Dorset HealthCare (DHC).
The post holder will provide specialist financial advice and analysis to support the implementation and operation of a shared Epic Electronic Health Record (EHR), ensuring compliance with NHS accounting standards, financial governance requirements, contractual obligations and Trust policies. They will coordinate financial reporting, forecasting and variance analysis, providing timely and accurate information to support programme delivery and decision-making.
The role will support budget setting, financial planning and monitoring of programme expenditure, including the management of recharge arrangements, funding allocations and financial risks arising from the ITA. The post holder will contribute to the development of business cases, benefits realisation plans and efficiency programmes, providing robust financial challenge and assurance over anticipated costs, savings and outcomes.
Working across multiple organisations, the post holder will develop financial models and reporting tools, support audit requirements, and exercise professional judgement in resolving complex financial issues relating to programme delivery, governance, contractual obligations and stakeholder expectations.
The post holder will undertake any other duties commensurate with the grade and responsibilities of the role as required by the accountable managers.
Job responsibilities
The Deputy Finance Business Partner will support the financial management of the Healthset programme and Inter Trust Agreement (ITA), acting as a key link between the Finance Directorate, programme teams and stakeholders across University Hospitals Dorset (UHD), Somerset Foundation Trust (SFT), Dorset County Hospital (DCH) and Dorset HealthCare (DHC).
The post holder will provide specialist financial advice and analysis to support the implementation and operation of a shared Epic Electronic Health Record (EHR), ensuring compliance with NHS accounting standards, financial governance requirements, contractual obligations and Trust policies. They will coordinate financial reporting, forecasting and variance analysis, providing timely and accurate information to support programme delivery and decision-making.
The role will support budget setting, financial planning and monitoring of programme expenditure, including the management of recharge arrangements, funding allocations and financial risks arising from the ITA. The post holder will contribute to the development of business cases, benefits realisation plans and efficiency programmes, providing robust financial challenge and assurance over anticipated costs, savings and outcomes.
Working across multiple organisations, the post holder will develop financial models and reporting tools, support audit requirements, and exercise professional judgement in resolving complex financial issues relating to programme delivery, governance, contractual obligations and stakeholder expectations.
The post holder will undertake any other duties commensurate with the grade and responsibilities of the role as required by the accountable managers.
What you will do
Key responsibilities include budget setting and reporting, forecasting expenditure, activity and income, collating and analysing costs across multiple Trusts and stakeholders, supporting the UHD Capital Finance Lead, monitoring delivery of improvement programme savings and responding to information requests from internal and external stakeholders. The post holder will play a key role in the management, reconciliation and reporting of inter-Trust recharge arrangements, ensuring costs are accurately allocated in accordance with the ITA, funding agreements and agreed allocation methodologies, whilst providing financial assurance over recharge balances, contractual commitments and partner contributions.
The post holder will provide financial oversight of the Inter Trust Agreement (ITA) for all trusts, ensuring that programme costs are accurately captured, allocated, reconciled and recharged across participating organisations in accordance with agreed cost-sharing methodologies and governance arrangements.
The post holder will provide complex financial analysis and advice to support decision-making, effective governance and successful delivery of the Healthset Programme and its associated benefits.
The Deputy Finance Business Partner will support the financial management of the Healthset programme and Inter Trust Agreement (ITA), acting as a key link between the Finance Directorate, programme teams and stakeholders across University Hospitals Dorset (UHD), Somerset Foundation Trust (SFT), Dorset County Hospital (DCH) and Dorset HealthCare (DHC).
The post holder will provide specialist financial advice and analysis to support the implementation and operation of a shared Epic Electronic Health Record (EHR), ensuring compliance with NHS accounting standards, financial governance requirements, contractual obligations and Trust policies. They will coordinate financial reporting, forecasting and variance analysis, providing timely and accurate information to support programme delivery and decision-making.
The role will support budget setting, financial planning and monitoring of programme expenditure, including the management of recharge arrangements, funding allocations and financial risks arising from the ITA. The post holder will contribute to the development of business cases, benefits realisation plans and efficiency programmes, providing robust financial challenge and assurance over anticipated costs, savings and outcomes.
Working across multiple organisations, the post holder will develop financial models and reporting tools, support audit requirements, and exercise professional judgement in resolving complex financial issues relating to programme delivery, governance, contractual obligations and stakeholder expectations.
The post holder will undertake any other duties commensurate with the grade and responsibilities of the role as required by the accountable managers.
What success looks like
Essential criteria
- Qualified (CCAB) or finalist studying towards qualification or significant NHS finance experience at this grade
- Evidenced continuous professional development record
- Actively studying towards full CCAB qualification
- Knowledge and understanding of International Accounting Standards and their application
- Highly developed and demonstrable knowledge of management accounting and accounting procedures within the NHS
- Significant experience of working within an NHS Foundation trust(s)
- Significant experience in the use of accounting systems / software
- Experience of developing activity, income and expenditure forecasts, including the modelling of different scenarios
- Advanced user of Microsoft Excel, required to design new and/or improve existing financial monitoring systems
- Expert analytical skills to solve highly complex financial and non-financial problems
- Computer literate with experience of using Microsoft office applications
- Ability to interpret highly complex information, including national financial policies
- oAbility to manage extensive data sets, and detailed financial information
- Sound, demonstrable knowledge of financial and accounting procedures.
- Detailed knowledge of the organisation's objectives and activities
- Detailed understanding of the NHS agenda and knowledge of NHS financial framework
- Knowledge of NHS financial and accounting procedures in relation to the portfolio
- Excellent inter-personal and communication skills
- Confident in dealing with people at all levels of Healthset programme delivery structure and the constituent provider trusts
- Ability to work as a part of cross-organisation and functional teams
- Ability to communicate sensitive/ contentious financial information in a clear and persuasive way. This will include communication with people with non-financial backgrounds.
- Ability to liaise with team of fellow professionals and to adopt a collaborative approach both within the Finance function and across UHD, DCH, DHC & SFT
- Ability to write and present reports on complex matters in a way which can be understood by other professionals
- Ability to use initiative, work autonomously, and demonstrate flexibility
- Ability to work as a part of a team
- Able to communicate sensitive/ contentious financial information in a clear and persuasive way
- Emotionally resilient with the ability to provide and accept constructive criticism and to reflect and learn from guidance and feedback
- Well organised, a completer/ finisher with the ability to multi-task complex issues
- Ability to work to strict deadlines
- Access to a vehicle for business purposes as travel within Dorset and Somerset required
- Be able to speak English as necessary to undertake the role
Desirable criteria
- First Degree
- Qualified (CCAB)
- Experience of modelling the financial impact of service pathway redesign
- Experience of staff management
- Clear, demonstrable understanding of statutory and other financial responsibilities
- Influencing and negotiation skills, including the ability to communicate contentious information to an audience that may not be receptive. This will include senior managers within the Trust and external stakeholders
- Ability to interpret highly complex information, including national financial policies
- Experience of Capital accounting and VAT treatment
- Active listening skills, to interpret managers needs and issues
- Ability to forge and maintain constructive relationships with senior managers and to constructively challenge and hold to account in relation to financial decision making and subsequent consequences
- Political astuteness to understand the business, political and economic context in which discussions are taking place
Benefits
- Flexible working,
Interview Process
- Interview: 27 August
- UHD are investing, developing and transforming Trust services in line with the New Hospital Programme. As part of this, some services may move site this year or next, either temporarily or permanently. Recruiting Managers will be happy to answer any service-specific questions at interview.
- UHD has active networks including Women's, BAME, Pride, EU, Pro Ability, and Armed Forces. We support Disability Confident and Armed Forces Covenant interview schemes.
Essential skills
Essential: Communication
Essential: Computer Literacy
Essential: Management Accounting
Essential: Microsoft Excel
Essential: Organisation
Desirable skills
Desirable: People Management
Mentioned skills
Mentioned: Benefits Realisation
Mentioned: Compliance
Mentioned: Electronic Health Records
Mentioned: Epic Systems
Mentioned: Financial Analysis
Mentioned: Financial Reporting
Mentioned: Forecasting
Mentioned: Project Governance
Mentioned: Recruitment
About the company
Home & Hybrid shows the working arrangement and verification date before candidates apply to University Hospitals Dorset NHS Foundation Trust.
