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Job summary

Main area
Finance
Grade
NHS AfC: Band 5
Contract
Permanent
Hours
  • Full time
  • Flexible working
  • Home or remote working
37.5 hours per week
Job ref
818-COR179
Employer
Lincolnshire Community Health Services NHS Trust
Employer type
NHS
Site
Beech House
Town
Lincoln
Salary
£28,407 - £34,581 per annum
Salary period
Yearly
Closing
31/07/2024 23:59

Employer heading

Lincolnshire Community Health Services NHS Trust logo

Portfolio Manager

NHS AfC: Band 5

LCHS Way

We Listen, We Care, We Act, We Improve

We listen: we engage with everyone we work with, we are united, we are always positive

We care: everyone is valued, respected and developed, knowledge and skills are nurtured, success is celebrated

We act: clear goals and right resources, freedom coupled with accountabilty, emphasis on simplicity

We improve: we are creative, resourceful and innovative, integrated and collaboration is the way forward, we're always striving to do better

....Fit for now, fit for the future.

REMEMBER - Please ensure you read all information prior to applying for any job roles.  Please note any CV's or covering letters received via email will not be accepted without an online application being completed. Any applications via agency will also not be accepted.

Job overview

At Lincolnshire Community Health Services NHS Trust, we refer to our information and data analysts as Portfolio Managers, where they are enabled to provide insight to a range of services within the Trust, using business intelligence tools such as Power BI and SQL.

The role will be an integral part of the wider Finance & Business Intelligence Team, supporting the delivery and development of improved performance across organisation.  

 

Main duties of the job

The postholder will work with clinical and corporate teams to support the collation of information regarding performance against targets and provide analysis of this data to demonstrate any trends and issues. They will present this information to support decisions so that solutions can be reached, or decisions regarding future service planning can be made. 

The post holder will analyses a wide range of performance data, interpret and report on results. They will provide advice and guidance on the analysis of this date and develop strategies to remedy the position or work with other colleagues in FBI e.g. the Strategic Business Partners to design and implement improvements to address issues in the relevant portfolio.

The postholder will be for ensuring that leading on specific programmes in a portfolio, working in collaboration with the wider FBI team, internal and external stakeholders to drive great care close to home.

This post will have a clear line of sight to patients and work collaboratively across the Finance & Business Intelligence team and beyond, supporting the tactical delivery of key priorities, influencing strategic direction, and ensuring the operational requirements to do so are met in partnership with the finance and data infrastructure teams.

The postholder will be innovative in creating insight great care close to home, and work collaboratively to deliver improvements to patient outcomes. 

Working for our organisation

Lincolnshire Community Health Services NHS Trust is in the top 25 per cent of all community trusts for overall staff engagement in the 2021 NHS National Staff Survey.

At LCHS, we know diversity fosters creativity and innovation. We are committed to equality of opportunity, to being fair and inclusive, and to being a place where all belong. We therefore particularly encourage applications from candidates who are likely to be underrepresented in LCHS’ workforce. 

LCHS recognises the increasing demand for more flexibility in working practices in order to accommodate the personal goals and commitments that employees experience at different stages during their working lives.  Flexible working opportunities such as part-time working, compressed hours, job shares, and hybrid working models can help staff to balance their personal and work commitments.  Arrangements can be put in place if it can be shown that the needs of the individual can be balanced with those of the service and the impact on other team members, enabling the Trust to recruit and retain skilled staff, raise staff morale, reduce absenteeism and respond to changing service needs more effectively.

We are an ambassador of a learning culture that will support the right individual to progress in their chosen career through an ‘earn while you learn’ apprenticeship programme.  Visit our Learning and Development page to find out more https://www.lincolnshirecommunityhealthservices.nhs.uk/join-us/learning-and-dev

Detailed job description and main responsibilities

Duties 


1. Lincolnshire Community Health Service requires all staff to safeguard children, young people and adults. All staff are required to access the organisational policies, also the Local Safeguarding Children Board and the Local Safeguarding Adults Board policies and procedures that underpin the safeguarding agenda. The safeguarding policies to be followed are found at www.lincolnshirecommunityhealthservices.nhs.uk and 
www.lincolnshire.gov.uk

2. LCHS policies, procedures and guideline - It is a condition of your employment that as an employee you are expected to adhere to our policies, procedures and guidelines. These can all be found on the Trust’s website.

3. Lead on ensuring the successful delivery of a portfolio working with stakeholders to maintain engagement.

4. Using strong analytical skills, diagnose problems within existing processes and effect changes to resolve them.

5. Support coordination of and participate in relevant working groups and provide project advice, expertise and support.

6. Lead on analysing complex management and clinical activity information and working with members of the FBI directorate to investigate the causes of any variance from portfolio plan and proactively contribute to the implementation of solutions 

7. Monitor and report on delivery of performance indicators including finance, workforce and activity, escalating any variances and providing an action plan as required.

8. Lead on identifying risks, issues and dependencies, considering best practice and current options and making recommendations in the best interest of the portfolio.

9. Responsible for pro-actively managing stakeholders, responding to and resolving conflicts when they arise through facilitation or other appropriate mechanisms. 

10. Responsible for the day to day understanding of the finance, workforce and activity performance of their allocated portfolio, and ability to identify the early warning signs that it is off course/off track and trends that are different. 

11. Ability to analyse procedures and processes that are not on track and to work with clinical or corporate colleagues to explore options to resolve or determine service improvement.

12. Actively engage with the FBI Business Partnering and Strategic Development functions in managing the Trust’s portfolio of services so that portfolios are fully integrated with Trust strategies, system direction, and commissioning intentions. 

13. Communicates multi-stranded and highly sensitive business/portfolio information.

14. To keep up to date with all developments and changes relating to the best tools and methodologies for the situation. Provide information and advice on the utilisation and development of tools and methodologies with all relevant developments and changes.


15. Work in collaboration with the Lead Financial Account and Patient Level Insight Lead and across FBI to support Trust portfolios in demonstrating value for money for the current spend and to ensure opportunities for developments and improvements are maximised.

Minimum qualifications, knowledge, training and experience required for the post 

• Knowledge acquired through professional qualification e.g. Certificate Level/Association of Accounting Technicians (AAT) Member, other relevant degree, or equivalent experience to degree level.
• Evidence of recent relevant CPD
• Ability to communicate analytical/statistical matters to nonanalytical/ statistical professionals
• Ability to advise, persuade on statistical techniques
• Persuasive, motivational, negotiating, training skills
• Experience and expertise in a range of areas of performance (e.g. finance, workforce, performance, activity)
• Knowledge of health service management, including change management and workforce re-design
• Experience of discussing financial and performance queries with corporate and operational partners which are often complex and potentially contentious, including reasons for variance in performance and other sensitive issues
• Experience of effective partnership working including working with clinicians.

Communication & Relationship Skills

Provide and receive complex information, persuasive, motivational, negotiating, training skills required. Communicates analytical/statistical matters to non-analytical/statistical professionals, advises, persuades on statistical techniques to be used.

Knowledge, Training & Experience

Expertise within specialism, underpinned by theory Knowledge of a range of statistical/numerical techniques, procedures acquired through qualification to degree level, or equivalent relevant experience.

Analytical Skills

Range of facts or situations requiring analysis.

Dealing with statistical/analytical queries, assessing whether analyses are 
robust e.g. investigating data anomalies identified during analyses, instigating corrective action as required.

Planning & Organisational Skills
Plans and organise straightforward activities, some ongoing.  Plans tasks and activities that may require adjustment e.g. dealing with statistical responses to urgent parliamentary questions, or NHS Board level enquiries. May plan work for other staff.

Physical Skills

Physical skills obtained through practice/Developed Physical skills: advanced keyboard use Standard keyboard skills/ inputting and manipulating data, information into computer databases.

Responsibility Patient / Client Care

Assist patients/clients during incidental contacts Contact with patients is incidental.

Responsibility – Policy / Service Development

Implement policies and propose changes to practices, procedures for own area. Implements departmental policies within own work area, proposes changes to working practices as a result of new guidelines or legislation.

Responsibility – Finance & Physical

Personal duty of care in relation to equipment, resources / authorised signatory, small payments Safe use of own equipment / authorises time sheets for staff.

Responsibility – staff/HR/leadership/training
Demonstrates own activities to new or less experienced employees / day to day co ordination of staff; allocate, place and supervise staff and students; provide training in own discipline/ day to day management. Demonstrates activities and work routines to others in own work area / coordinates work of information technicians; supervises trainees/ students; trains other staff/ manages other staff including appraisals and 
recruitment (as panel member).

Responsibility – information resources
Adapt, design information systems to meet the specifications of others; responsible for the operation of one or more information systems for department/service, major job responsibility. 
Introduces, adapts and improves information systems within own area e.g. developing and implementing systems to input, store and disseminate information used in statistical/data analysis; responsible for one or more information systems for collection of statistical/epidemiological information. eg waiting times; MRSA.

Responsibility – Research & Development
Regularly undertake R&D activity Regularly undertakes surveys, audits or research to support service development, e.g. audits of surgical practice; audits of data quality.

Freedom to Act
Clearly defined occupational policies, work is managed, rather than supervised. Works within organisational and professional policies and procedures; operates on own initiative, taking advice from manager if required.

Physical Effort
Frequent sitting or standing in a restricted position.

Mental Effort
Frequent prolonged concentration Requirement for ongoing concentration to undertake complex statistical analyses requiring accuracy and attention to detail.

Emotional Effort
Exposure to distressing or emotional circumstances is rare; Little exposure to distressing circumstances.

Working Conditions
Use VDU equipment more or less continuously.  Uses computer most of the day.

Person specification

Qualifications

Essential criteria
  • Knowledge acquired through professional qualification e.g. Certificate Level/Association of Accounting Technicians (AAT) Member, other relevant degree, or equivalent experience to degree level. Evidence of recent relevant CPD

Skills

Essential criteria
  • Ability to communicate analytical/statistical matters to non-analytical/statistical professionals Ability to advise, persuade on statistical techniques Persuasive, motivational, negotiating, training skills
Desirable criteria
  • Relevant skills gained in the NHS

Knowledge

Essential criteria
  • Experience and expertise in a range of areas of performance (e.g. finance, workforce, performance, activity) Knowledge of health service management, including change management and workforce redesign
Desirable criteria
  • Knowledge and experience of information governance and data protection

Experience

Essential criteria
  • Experience of discussing financial and performance queries with corporate and operational partners which are often complex and potentially contentious, including reasons for variance in performance and other sensitive issues Relevant experience gained in the NHS. Experience of effective partnership working including working with clinicians
Desirable criteria
  • Relevant experience gained in the NHS

Special requirements

Essential criteria
  • Ability to travel across the county. Excellent verbal and written communication skills. Good general IT and keyboard skills

Employer certification / accreditation badges

Timewise-Flex Positive EmployerApprenticeships logoNo smoking policyAge positiveInvestors in People: GoldImproving working livesArmed Forces Covenant (Silver Award)Stonewall Health ChampionsMindful employer.  Being positive about mental health.Disability confident employerNational Preceptorship for Nursing Quality Mark

Documents to download

Apply online now

Further details / informal visits contact

Name
Ben Storer
Job title
Patient Level Insight Lead
Email address
[email protected]
Telephone number
07540 589988
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