Finance Director information officer July 2020

Interview date: xx September 2020

Contents

1. Welcome from Lance McCarthy, Chief Executive

2. About us

3. Our board of directors

4. Our structure

5. About the role

6. Key dates

7. Our terms and conditions

8. Join us

Welcome

Dear Candidate Thank you for your interest in the role of Finance Director at The Princess Alexandra Hospital NHS Trust (PAHT). This is an immensely exciting time for PAHT as we continue our modernisation programme, our journey to Outstanding and as we build a brand new hospital for the local population. Suited to a highly motivated, solution-focused and commercially astute strategic leader, this is a unique opportunity to fulfil a significant and high profile leadership role In October 2019, the Government announced that we are to receive funding to build a new hospital for our patients,

community and people. We are completing the business case process for this amazing opportunity and expect to open a new

hospital in 2025. You will work closely with colleagues across our trust and system partners to drive forwards our ambitious agenda. Proactive, positive and enthusiastic, you will deliver improvements in finance and procurement on our journey to a new hospital. You will champion best practice in financial management, encouraging an inclusive culture that supports our people to focus on continuous improvement and embracing innovation in the way we deliver corporate services. Our people have energy, passion and commitment to improving the care and experiences provided to our patients, and our drive to be an Outstanding organisation. Consequently, it is crucial that we are on a sound financial footing to support, deliver and empower the changes that we need to make. Our new Finance Director will be a member of the executive team and will be a voting member of our Trust Board. You will be a qualified accountant with experience of managing change, as well as a range of technical disciplines including financial strategy and capital investment. You will need to be a compassionate and inclusive leader who will inspire our people and be prepared to challenge the status quo in everything you see and do. We actively encourage interest and applications from candidates from a wide range of

backgrounds, and particularly those from underrepresented and minority backgrounds, in

order to ensure we are reflective of the rich diversity of the communities we serve.

Join us, lead our financial improvements and help us to make a difference in all that we do. If you would like to discuss the role further, please contact our recruitment partners at Harvey Nash Alumni.

Lance McCarthy Chief Executive

About us The Princess Alexandra Hospital NHS Trust provides a full range of general acute, outpatient and diagnostic services at The Princess Alexandra Hospital in Harlow, the Herts and Essex Hospital in Bishop’s Stortford and St Margaret’s Hospital in Epping. We employ 3,500 people and serve a local population of around 350,000 people living in west Essex and east Hertfordshire, centred on the M11 corridor and the towns of Harlow, Bishop’s Stortford and Epping. Our extended catchment area incorporates a population of up to 500,000 and includes the areas of Hoddesdon, Cheshunt and Broxbourne in Hertfordshire. We have 414 general and acute beds at the Princess Alexandra Hospital and provide a full range of general acute services, including a 24/7 emergency department; an intensive care unit; a maternity unit and a neonatal intensive care unit. We also provide outpatient and diagnostic services across all three hospitals.

Our objectives Our CQC ratings for effectiveness, caring and well-led are Good; our overall rating is Requires Improvement. We have reviewed our objectives to ensure that we continue to work consistently to improve the experience for our patients, visitors and people: Our patients We will continue to enhance the quality of care we provide for our patients, thereby improving our CQC rating. Our people We will support our people to deliver high quality care within a culture that improves engagement, recruitment and retention, with this reflected in our staff survey results. Our performance We will meet and achieve our performance targets, covering national and local operational, quality and workforce indicators. Our places We will maintain the safety and improve the quality and appearance of our places. We will finalise our business case to rebuild a new hospital for the patients and people we care for. Our projects will be aligned with the development of the One Health and Care Partnership in west Essex, working together as one to provide the best possible care and support for people when they need it.

Our pounds We will manage our pounds effectively to achieve our agreed financial control total for 2020 - 21.

Respectful - treating others as we would wish to be treated We are welcoming and polite, valuing and supporting our colleagues and celebrating our achievements. We maintain patients’ dignity and recognise and respect our differences. Caring – always putting patients first We are kind and compassionate, making sure patient safety is at the centre of everything we do. We show empathy, caring for every patient as an individual and listening and responding to the views of patients and their carers. Responsible - doing what we say we're going to do We are professional, and maintain the highest standards of behaviours and accountability, working as a team and communicating openly and honestly. We lead by example, speaking up if we see that our values are not being displayed. Committed - striving to be the best We strive for excellence, constantly seeking to improve quality and efficiency. We innovate and adopt best practice in our day-to-day activities to achieve our goals and improve our skills and knowledge.

Our vision and values Our vision is to be an excellent provider of integrated acute care services. Our values guide us to be:

Our partnerships

The Princess Alexandra Hospital NHS Trust has been fortunate to enjoy constructive and positive partnerships with the full range of stakeholders in the STP:

• East of England Ambulance Service

• Essex Partnership University NHS Foundation Trust

• West Essex Clinical Commissioning Group

• East and North Hertfordshire Clinical Commissioning Group

• Primary Care Networks

• Stellar Healthcare and Uttlesford Health, group GP practices

• North East London Foundation Trust who provide child mental health services

• Health Education England

• The Anglia Ruskin University

• Hertfordshire Partnership NHS Foundation Trust

• Hertfordshire Community NHS Trust

• East and North Herts NHS Trust

• West Hertfordshire Hospitals NHS Trust

One Health and Care Partnership

In-line with the NHS Ten Year Plan, we are currently working towards establishing the One Health and Care Partnership that will bring PAHT together with primary care, community services and charity and voluntary sectors in an integrated partnership. Together, we will continue to provide high quality care to patients and the communities we serve.

New hospital

After many years of developing our case for our patients, our people and local people, in October 2019 the Government announced a commitment to fund a new hospital for local people. Behind the scenes, there is a lot of work being undertaken in developing the essential business case plans to take this amazing opportunity forward. Our technology will be central to this amazing opportunity to build a new hospital fit for the future, for our patients and our people.

Our benefits Our people are a greatest asset and we are pleased to offer a range of benefits to them. These include: Annual leave

• 33 days annual leave, including bank holidays, per year

Special leave

• Parental leave

• Adoption leave

• Maternity leave

• Career/ employment break

Health and wellbeing

• Counselling

• Stop smoking support

• Weight management

• Flu vaccination

• Discounted beauty and massage therapy service

• Harlow Leisurezone corporate discount

Flexible working We have a flexible working policy that includes:

• Home working

• Staggered hours

• Job-sharing

• Voluntary reduced working time NHS discounts

• NHS discounts is a national website set up to offer all NHS staff and their family members access to a comprehensive range of discounts, benefits and money off vouchers.

Library

• A professionally staffed, well equipped, healthcare library and knowledge service based at Parndon Hall, Princess Alexandra Hospital, which supports all NHS and social care staff, including students on placement, in their practice of evidence-based healthcare with a range of services are provided

Staff forums

• Staff council

• Executive briefing every week

• Staff engagement group

• Freedom to speak up guardians Equality and diversity

• Multi-faith service

• Equality and inclusion steering group

• Equality and inclusion champions Catering

• Staff have concessions on hot meals in the restaurant

• Free fruit

• Costa Coffee café

• Marks and Spencer’s Simply Foods

Cycle to work scheme

• Our cycle to work scheme offers the most extensive choice of bike shops in the UK where employees can choose a new bike from their preferred local retailer. Employees save up to 35% through the scheme.

Our board

Executive directors

Lance McCarthy, Chief Executive

Trevor Smith, Deputy Chief Executive and Chief Financial Officer Sharon McNally, Director of Nursing, Midwifery and Allied Health Professionals Dr. Marcelle Michail, Acting Medical Director

Stephanie Lawton, Chief Operating Officer

Michael Meredith, Director of Strategy and Estates

Ogechi Emeadi, Director of People, Organisational Development and Communications Jim McLeish, Director of Quality Improvement

Non-executive directors

Steve Clarke, Chairman

Pam Court, Non-Executive Director

Helen Glenister, Non-Executive Director

John Hogan, Non-Executive Director

Helen Howe, Associate Non-Executive Director

George Wood, Non-Executive Director

John Keddie, Associate Non-Executive Director

About the role

Job title: Finance Director

Band: very senior manager (VSM) grade

Reporting to: Chief Executive Officer

Department: Trust headquarters

Job reference number (coded):

1. Job purpose

• Overall responsibility for all aspects of the management, development and

control of the financial resources of the Trust, ensuring all statutory targets

and duties are achieved

• Provide intelligent, informed, and credible expert financial advice at Board

level with an increasingly commercial reporting bias

• Professional leadership of the finance, procurement, contracting and business

planning of the Trust ensuring the function is modern, integrated and support

our clinical services through a strong business partnering function

• Play a leading role in ensuring the trust’s new hospital development project

remains financially viable and delivers the strategic change programme

• As an executive director, corporate responsibility for the management and

development of the Trust, influencing strategy and delivering key objectives

and targets.

• Executive Lead for the design and delivery of annual cost improvement

programmes

• Responsible for overall programme management and control of major capital

projects

2. Organisational position

chief executive officer

Finance director

Deputy fiance director

Head of financial management

xxx WTE

Head of planning and commissioning

xxx WTE

Head of procurement

xxx WTE

3. Main duties and responsibilities

Strategic responsibilities

• To be the principal financial advisor to the Trust Board, CEO and executive directors ensuring clear understanding of financial risks and opportunities and leading the dynamic and flexible use of financial resources to support the ongoing development of the Trust

• To provide effective input to the development of local strategies to fundamentally revise the configuration and delivery of services in response to

• the combination of the quality agenda and strategic intent of the trust

• Work with local partners to maximise the value of the Trust’s resources seeking opportunities to review and improve existing models of delivery for both clinical and corporate services

• To work with healthcare group triumvirates and their teams to continue to develop and align strategic plans for services with financial strategy at both service and organisational level

• Working with colleagues, support all parts of the trust in delivering clear and tangible improvements in productivity and efficiency, in line with (but not

• limited to) existing corporate strategies

• To take lead responsibility for the development and implementation of the Trust’s business and financial plan (capital and revenue resources) – ensuring fit with organisational and service strategies and objectives, and ensuring a clear focus on the longer-term financial position

• To lead the contracting process and associated negotiations with commissioners on behalf of the Trust.

• To lead the annual business planning cycle engaging and supporting all associate medical directors in the design and delivery of cost effective services that meet commissioning expectations and deliver the strategic development needs of the Trust.

• To provide strategic leadership and executive responsibility for the design and approval of the Trust’s Cost Improvement Programme ensuring that plans are robust and senior managers held to account for delivery

• To ensure that the Trust procures goods and services in the most cost efficient and effective way, delivering increasing value for money year on year

• Play a key leadership role in the further commercialisation of the Trust reviewing internal financial flows, incentives, control, outcomes and obectives, and reporting systems against commercial best practice

• To develop a knowledge base of best financial practice in national healthcare provision, and disseminate widely within the Trust actively promoting opportunities for improvement

Leadership responsibilities

• Provide effective leadership to the management and further development of all the services within the division, including specifically:

o Financial management (management accounts, costing) o Financial services (debtors, creditors and financial accounts) o Procurement o Contracting o Business planning

• Work with internal audit (including counter fraud services) and external audit to maximize their contribution to the ongoing development of the Trust

• Continue the development of staff across the directorate to equip, enable and encourage them to develop greater customer orientation, responding to the needs of the organisation.

Operational Objectives

• Ensure high quality, broad-based and timely financial management Information is available to all key decision makers and leaders in the organisation to inform key outcomes and ensure continued improvement in performance against key targets.

• Take a lead role in the production of high quality and timely external reporting, including the annual accounts, NHS England/Improvement financial returns and information provided to commissioners.

• Define, implement, monitor and effectively manage the policies, systems, structures and processes that support financial control

• Work with colleagues as appropriate to ensure that business models and business cases presented are of a consistent, high quality and enable appropriate informed conclusions to be made about future investment opportunities in a timely way

• Work with colleagues to ensure a robust framework is in place to identify, track and maximise benefits realisation from all major investments, and for major projects, to oversee effective programme management

• support associate medical directors and other service leads to continue to deliver agreed financial targets, including achievement of CIP and ensuring a

longer term focus on the financial position of services, directly linked to strategic service plans

• Line management of and support to deputy finance director ensuring effective value and objective based appraisal of performance.

Corporate responsibilities

• Ensure compliance with the statutory responsibilities of an executive director of the Trust.

• Responsible, with other executive directors, for the achievement of performance, quality and financial standards and for the provision of high quality care.

• Contribute towards the continued corporate development of the Trust, including acting in line with the Trust’s values, and supporting the development of the culture to foster collaborative working across all staff groups, support an inclusive and diverse culture and a positive high performance ethos.

• Support the chief executive and the executive directors to manage the Trust on a day to day basis, including ongoing development of relationships and services with our local health, social care and other partners.

• Participate in the gold on call rota

4. Trust values

The Princess Alexandra Promise to our patients as identified by our 4 values which

will contribute to improving our patient experiences:

Respectful – Be welcoming, be polite and maintain patients’ dignity

Caring – Be kind and compassionate, show empathy and listen and respond

Responsible – Deliver cleanliness, be professional and work as a team

Committed – Speak up, treat others as individuals and strive for excellence

The Trust believes in investing in all our staff and rewarding high standards of care

whilst building for excellence and in return we expect our staff to uphold the Trust

values to the highest level.

5. Duty of candour The Princess Alexandra Hospital NHS Trust fully endorses the principles of being open and embraces the Duty of Candour. The Trust is committed to an open and fair culture and the overall approach expected within the organisation is one of help and

support rather than blame and recrimination. All staff are expected to follow this approach.

6. Fit and proper persons test The post you are applying for will require the successful applicant to undertake a fit and proper persons test. Creating a fit and proper persons (FPP) test for healthcare leaders was one of the key recommendations in the Francis Report. Legislation exists to place a duty on all NHS providers not to appoint, or have in place, an individual as a director (executive or non-executive), or performing the functions of, or functions equivalent or similar to the functions of a director unless they satisfy the requirements as set out in the relevant legislation. We want to ensure that our senior leaders are fit and proper for the role and we make every reasonable effort to assure ourselves by all available means. If your application is successful, you will be asked to supply documentation as part of our pre-employment screening.

Person specification: finance director

Essential Desirable

Qualifications

• Qualified accountant

• Educated to a master’s degree,

equivalent post-graduate qualification,

or evidence of working at that level

• Evidence of on-going personal and

professional development

Experience

• Developed and delivered a

comprehensive financial strategy and

plan

• Developed and maintained good

relationships and partnerships with

internal colleagues and external

agencies, managing those

relationships with diplomacy

• Working at director

level

• Working in the health

sector / NHS in a

senior role

• Negotiated and influenced on a range

of complex financial issues

• Significant senior management level

experience at or near to Board level

Skills and abilities

• Budgetary and financial management

• Working across professional and organisational boundaries, and in partnership with a wide range of key stakeholders

• Successful track record in a senior financial role in a comparatively complex environment

• Formulating and implementing successful financial strategies

• Evidence of success in implementing transformational change within a large and complex organisation, in the public or commercial sector

• Demonstrable achievement in delivery of corporate objectives and performance improvement in a devolved management structure

• Consultation, negotiation and influencing different stakeholders

• Building personal and professional credibility with Board, management teams and staff

• Broad understanding of the current NHS policy context,

• Highly developed leadership, negotiation and influencing skills with the ability to motivate, challenge and engage individuals and teams

• Ability to communicate directly to individuals at all levels both within the Trust and across partner organisations

• Ability to set out a clear strategic direction, inspire others and assume command, together with an ability to translate strategic objectives into deliverable operational plans

• Ability to develop effective working relationships with key partners and influence a wide range of internal and external stakeholders to bring about positive change

• Ability to contribute to effective board working and organisation, monitor compliance with risk management, legal, ethical, clinical, social and environmental requirements

• Proven ability to analyse, interpret and present complex data and build business cases supported by clear evidence

• Ability to make a connection between the financial changes and the benefit to patients

• Consistently seeking innovation

• Consistently thinking about how transformation can help and support clinicians deliver better outcomes and experiences for patients

Key dates We are keen to recruit our finance director; please note the following key dates for your diary:

Closing date xxx 2020

Interview date xxx 2020

Join us

PAHT is an organisation that is not only ready for change but is embracing

it and is transforming itself.

Our people are our greatest asset and we are focused on providing them

with the tools and environment they need to continue to deliver high quality

care.

The sound financial management is fundamental to us continuing to

transform and improve the way that we provide care and modernise our

services, improving patient outcomes and experiences.

Making change happen is a shared responsibility and a vital role for the

chief medical officer to deliver.

As finance director you will be a member of the executive team with a

portfolio that impacts across the whole organisation and each one of our

people.

Join us and make a difference.

I look forward to hearing from you.

.

@NHSHarlow www.pah.nhs.uk