Financial Analyst - Insights and Efficiency

Key duties and responsibilities;

Analytical Finance & Insight

Produce high-quality analytical reports combining financial, activity, costing and benchmarking data.

Translate complex datasets into clear, actionable insight for finance and non-finance stakeholders.

Support development of service line reporting, benchmarking and value analysis.

Identify trends, risks, opportunities and unwarranted variation.

Develop and enhance dashboards and reporting tools (e.g. Power BI, SQL).

Ensure outputs are accurate, validated and aligned to system definitions.

Contribute to the continuous improvement of analytical methodologies and automation of reporting processes.

Efficiency & Value Improvement

• Support identification, quantification and tracking of efficiency schemes.
• Provide analytical input into business cases and improvement initiatives.
• Use benchmarking and peer data to highlight opportunities.
• Work with services to validate assumptions underpinning plans.

Data, Systems & Modelling

• Support development of financial models and reporting structures.
• Work with BI colleagues, clinical and operational teams to improve data flows and integrity.
• Contribute to costing, income and performance datasets.
• Support data quality improvement initiatives.

Stakeholder Engagement

• Work with finance, clinical and operational teams across the system.
• Present insights in a clear and accessible way.
• Support training and development of both finance and non-finance colleagues.
• Contribute to workshops, value sessions and improvement programmes.

Development & Leadership (Progressive)

• Manage own workload and prioritise effectively.
• Contribute to continuous improvement and innovation.
• Deputise for senior colleagues where appropriate.
• Remain up to date with NHS finance policy, costing standards and analytical tools.
• The main duties and responsibilities described above are not exhaustive and the post holder expected to take on other responsibilities or specific tasks as required as requested.
• Further, over time it is likely the remit and requirements of the role will evolve, and the post holder will be required to adjust their working approach and style to accommodate this with the full support of line managers.

Key working relationships

The post holder will have regular contact with a wide range of staff at all levels, with senior and other representatives of local stakeholders, as well as with patients and their representatives. Some of the key direct relationships include:

Finance colleagues

Clinical and Operational Teams

Teams across Lancashire and South Cumbria, NHS, local authorities, other voluntary and independent sector organisations

Colleagues within national organisations