Illustrative Reference profiles for a generic digital health care organization, not official job descriptions. About this reference.

Finance business partner

Band 8a · Management accountant · 578 job evaluation points

Finance business partners work as part of a directorate's leadership, often digital, data, and technology, turning financial information into decisions and making sure investment delivers value for money.

Responsibilities

Skills

SkillExpected levelWhat this level means
Management accountingThis referenceExpert (4)

You can:

  • design the organization's management reporting and costing approach
  • present financial performance to the board and senior leaders
  • lead the use of cost and performance information to improve value for money
  • set standards for management accounting across the organization
Financial planning and forecastingThis referencePractitioner (3)

You can:

  • lead budget setting and forecasting for a directorate or large program
  • model scenarios and sensitivities, such as inflation, delays, or changes in funding
  • build multi-year forecasts for digital programs, including the running costs that follow investment
  • present forecasts and risks to senior managers
Business cases and investment appraisalThis referencePractitioner (3)

You can:

  • lead the financial case for complex digital investments, such as a new clinical system or a move to cloud
  • appraise options using net present value, sensitivity analysis, and risk adjustment
  • check that benefits are realistic, measurable, and owned
  • track spending and benefits after approval
Public sector financeThis referencePractitioner (3)

You can:

  • advise managers on funding rules, including ring-fenced and time-limited funding
  • manage capital and revenue limits for a program or directorate
  • prepare returns and evidence for funders and spending controls
Financial management for digital, data and technologyUK GDaD PCFPractitioner (3)

*Senior leadership skill: the UK GDaD PCF defines it with one statement, not by level.* You can: Examples of leadership using this skill:

  • own, manage and optimise budgets across digital, data and technology
  • secure appropriate investment to deliver organisational strategy and priorities
  • negotiate investments in shared technologies across the organisation and across government
  • prioritising competing demands for investment in people, infrastructure and innovation across digital, data and technology to maximise value
  • identifying risk to critical services and influencing stakeholders to increase investment to ensure they are maintained
  • balancing short-term tactical gains with longer-term strategies to ensure value now and in the future
Creating value for moneyUK GDaD PCFPractitioner (3)

You can:

  • advocate for user needs, ensuring user value is balanced against cost and value for the organisation
  • determine the benefit of a product and persuade others it's the right product to use
  • write or contribute to business cases
  • communicate business-value propositions
  • help others make value-based decisions, influencing the direction of development
Commercial managementUK GDaD PCFWorking (2)

You can:

  • act as the point of contact for contracted suppliers
  • understand appropriate internal contacts and processes within a government department
  • understand how and when third parties should be brought into digital, data and technology projects
Stakeholder relationship managementUK GDaD PCFPractitioner (3)

You can:

  • work with the team to develop and maintain an understanding of stakeholders
  • work with the team to develop and implement stakeholder communications strategies
  • identify and resolve issues, influence stakeholders and manage relationships effectively
  • build long-term strategic relationships and communicate clearly and regularly with stakeholders
People managementThis referencePractitioner (3)

You can:

  • line manage a team, setting objectives and running appraisals
  • support wellbeing and manage attendance, performance, and conduct
  • plan the team's development and succession
Understanding health and care servicesThis referencePractitioner (3)

You can:

  • analyze how a service fits into care pathways across organizations
  • work with clinicians, care staff, and patients to shape digital services
  • explain the effect of digital decisions on care, safety, and staff workload

Typical qualifications and experience

Band 8a outline

Knowledge
Expert knowledge of a discipline and its management.
Autonomy
Interprets organizational policy for a service; sets the team's direction.
Scope
A service area or a discipline across the organization.
Leadership
Manages a team, or leads a discipline without line management.
Accountability
A service area, its staff, and its budget.

Job evaluation (illustrative)

FactorLevelLevel summaryPoints
Communication and relationship skills5Gives highly complex or contentious information needing developed persuasion and negotiation, presents to large groups, or communicates where there are significant barriers to acceptance.45
Knowledge, training, and experience7Highly developed specialist knowledge across the range of the specialism (master's level or equivalent).196
Analytical and judgmental skills5Judgments on highly complex facts or situations needing analysis, interpretation, and comparison of options.60
Planning and organizational skills4Plans a broad range of complex activities or strategies, adjusting them as needed.42
Physical skills2Skills gained through practice, such as standard keyboard use or driving.15
Responsibility for patient and client care1Helps patients, clients, or relatives during incidental contact.4
Responsibility for policy and service development4Implements policy and develops policy or services for a service or several areas.32
Responsibility for financial and physical resources5Holds or sets budgets, or manages assets, for several services.45
Responsibility for people3Manages a group of staff day to day, teaches core or specialist training, or gives core HR advice.21
Responsibility for information resources5Designs and develops major information systems, or runs information systems for several services as the main duty.34
Responsibility for research and development2Regularly does research, development, trials, or equipment and system testing as part of the job.12
Freedom to act5Works within general policies, and in most cases decides how to interpret them.45
Physical effort1Sitting, standing, and walking, with little physical effort.3
Mental effort3Frequent concentration on unpredictable work, or occasional prolonged concentration.12
Emotional effort1Rare exposure, or occasional indirect exposure, to distressing circumstances.5
Working conditions2Occasional unpleasant conditions, frequent travel or outdoor work, or near-continuous screen use on most days.7
Total (Band 8a: 540 to 584)578

Financial resources is level 5 because the job sets budgets across several services in a directorate.

Self assessment

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Rated 0 of 10 skills: 0 meet the expected level, 0 below, 0 above.

Management accounting Expected: Expert
Financial planning and forecasting Expected: Practitioner
Business cases and investment appraisal Expected: Practitioner
Public sector finance Expected: Practitioner
Financial management for digital, data and technology Expected: Practitioner
Creating value for money Expected: Practitioner
Commercial management Expected: Working
Stakeholder relationship management Expected: Practitioner
People management Expected: Practitioner
Understanding health and care services Expected: Practitioner
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