Senior Financial Planning Manager

Job summary

The Senior Financial Planning Manager will be the deputy head of Financial Planning and Strategy, working with the Head of Financial Planning and Strategy to ensure that the team is working well to deliver all of the team's functions, line managing two of the three Financial Planning Managers in the team and deputising for the Head of Financial Planning and Strategy when they are not available.

The Senior Financial Planning Manager will in particular lead the team's work on financial modelling, ensuring that the Trust can forecast the impact of changes in policy from NHS England, South East London and other ICBs or wider financial regulations on the Trust's financial strategy and plans.

Main duties of the job

Lead work to model the long-term financial implications of planning guidance and other developments for the Trust's financial strategy, maintain the Trust's Long Term Financial Model and update it as required

Communicate the forecasts from the long-term financial modelling work to the CFO, Executive, Trust Board and regulators in Board papers, planning submissions and through aural briefing

Support the Head of Financial Planning and Strategy and the Director of Financial Planning and Investment to work across the Trust to develop, gain approval for and submit to regulators high quality financial plans to deadlines required

Lead work on and serve as a trusted advisor to the CFO and other senior leaders on at least two of the team's main responsibilities of capital planning, efficiency reporting and investment approval

Deputise for Head of Financial Planning and Strategy, leading the work of the team when the Head of Financial Planning and Strategy is not available

Support other work across the team and the Department as required

About us

The Trust provides a full range of local and specialist services across its five sites. In June 2026, we launched our new strategy for 2026-31. Our vision is to transform healthcare, and we have agreed six strategic ambitions to help us improve care for patients, and the working lives of our staff.

Our six strategic ambitions are deliveringhigh-quality patient care; creating a great place to work; leading pioneering research, innovation and education; building strong and successful partnerships; providing timely and efficient care; and ensuring long-term financial sustainability.

We have also agreed four new organisational values - Caring, Collaborative, Inclusive, Innovative - and these underpin everything we do, and how our teams interact with the patients under our care.

We are at a pivotal point in our history and we require individuals who are ready to join a highly professional team and make a real, lasting difference to our patients and our people.

King's is committed to delivering Sustainable Healthcare for All via our Green Plan. In line with national Greener NHS ambitions, we have set net zero carbon targets of 2040 for our NHS Carbon Footprint and 2045 for our NHS Carbon Footprint Plus. Everyone's contribution is required in order to meet the goals set out in our Green Plan and we encourage all staff to work responsibly, minimising their contributions to the Trust's carbon emissions, waste and pollution wherever possible.

Job responsibilities

Strategy and Planning

Develop, maintain and use a long-term financial model for the Trust which captures the impact of regulator and commissioner policies on the Trusts finances across all three key financial statements, on the Trusts activity and workforce, and which captures the impact of the Trusts strategic initiatives (e.g. CIP plans, service transformation, etc.)

Understand and clearly present the implications of the long-term financial modelling for the Trust to the Deputy CFO and CFO and support them to present these implications to the Trusts executive team and Board

Analyse the risks associated with the Trusts financial strategy and plans and present these clearly to senior decision makers including non-finance staff

Work with the Head of Finance Strategy and Planning, the Director of Financial Planning and Investment and the Workforce and BIU team to develop and present to the Executive and the Board detailed operational plans including risks and opportunities and following Board approval submit plans to NHS England on time and in the correct format

Lead Finance work with BIU and Workforce colleagues to triangulate operational plans across finance, activity and workforce before submission to NHS England

Draw on the analysis set out in the financial strategy and plans to support the CFO to engage in discussions with the regulator and system partners about potential strategic changes, drawing out the key aspects for Kings of external proposals and presenting supporting analysis clearly

Accountable for developing and delivering strategy, promoting innovation and supporting operational excellence in the Trust. The post holder will work with highly complex data, facts and situations requiring analysis, interpretations and comparisons on a range of options and making decisions on the most appropriate approach

To lead the provision of financial input and advice regarding service reconfigurations and major business cases, including challenging and verifying financial assumptions being made in the local health economy to ensure that plans are made on a robust financial basis that maximise value for money

Please refer to the JD for full details.

Person specification

Qualifications

Essential

• CCAB or CIMA fully qualified / Professional chartered accountancy qualification
• Educated to degree level or equivalent experience
• Expert specialist knowledge of financial and accounting procedures including current legislation and NHS accounting policies
• Evidence of recent CPD including specialist training and experience relating to NHS finance as well as national accounting standards

Knowledge and Experience

Essential

• Demonstrable experience of developing OR maintaining a complex financial model
• Significant financial management experience at a senior level
• Staff management experience including; recruitment, selection, objective setting, appraisals and managing performance

Skills

Essential

• Demonstrable strong written and oral communication skills
• General understanding of health and an appreciation of the broad social, political and economic trends influencing it