Curriculum Vitae of Ann Harrison
Position:
Director
Qualifications:
CIPFA
Location:
Midlands
Areas of expertise:
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Director and Deputy Director of Finance
Full, OBC and LIFT business case preparation and evaluation
Innovation and support to service improvement and efficiencies
Cost Improvement Programme Implementation
Small Island Community Issues
Final accounts & Financial Reporting
Project management
Market Testing
Business planning
Cash flow forecasting
Management accounts
Contracting
Budgeting
Internal & External Audit
NHS ORGANISATIONS:
George Eliot NHS Trust
Turnaround Director
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Implemented PMO in order to achieve £25m CIP/CRES savings over 5 years;
Establishing PID with meaningful interventions and timescales in agreement with the Project
Manager;
Completed capacity modelling of:
 Out Patient Department;
 Physiotherapy;
 GUM;
and implemented the savings identified in these models;
Working closely with the Board, Clinical Directors, Heads and Senior Operations staff to identify
innovative solutions in financially challenged areas, as identified in the Service Line Reporting (SLR);
Monitoring success and reporting on a weekly basis to the Executive;
Implementing and monitoring pilots of new ways of working, with the staff involved in the
operational areas;
Reviewing SLA’s and specialist contracts to ensure the Trust obtained best value;
Production of innovative and clear information to identify the financial issues which occur from the
result of operational actions, to inform and engage all operational and clinical staff.
Curriculum Vitae of Ann Harrison
Birmingham Community Healthcare
PMO Director
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Implemented PMO in order to achieve £25m CIP/CRES savings over 5 years;
Establishing PID with meaningful interventions and timescales in agreement with the Project
Manager;
Completed detail capacity modelling for:
 District Nursing teams;
 Rapid Response teams;
 MSK (Physiotherapy);
 Podiatry;
The capacity modelling included identifying:
 Innovative way of working;
 Improving recording of activity;
 Reducing resource wastage.
 Working with clinicians to achieve the efficiency savings by implementing the areas requiring
changes to working patterns;
 Implementing appropriate monitoring of plans and achievement through Aspyre.
Surrey Borders Partnership Trust
Deputy Director of Finance & Director of Finance
Supporting Foundation Trust status including:
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Innovation and facilitating service improvements and cost efficiencies
Project managing a business case Project Board for modernisation of mental health care services
with a capital spend of £108m
Collaboration with internal departments and external staff to complete whole system reviews to
support business improvements
Preparation and agreement of intervention schedules with medical and operational staff, in order to
achieve Cost Improvement Programmes;
Monitoring and reporting CIP achievements and reporting to the Board;
Implementation of Project management Office (PMO) with the Trust Director of operations
(including designing the format and reporting requirements)
Implementation of “Brief Encounters” for monthly budget holder meetings, resulting in
significant improvement in financial performance across the Trust
Preparation of LTFM (Long Term Financial Plan) information for Monitor;
Redesign of reporting formats to align with Monitor quarterly reporting;
Reconciliation of LTFM to budgets and reporting accordingly;
Producing accurate Board Reports including forecast outturn from mth2 of the new Trust;
Chairing Finance Leads and Financial Control working groups, to improve:
o Working relationships
o Efficiency
o Implementation of Best Practice
Leading on commissioning negotiations
Finance representation on Medical Leads to achieve cost reductions.
Curriculum Vitae of Ann Harrison
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Supporting the Foundation Trust process, including LTFM and financial reporting, changes to
comply with Monitor requirements;
Management of Reference Costing and the integration of the BIP system to improve data
collection;
Support bids for new programmes of work by the Trust by:
o Modelling financial implications of the bid;
o Identifying the changes to work patterns required to make the bid financial successful;
o Identifying innovative partnership arrangements which will reduce financial risk.
Lewisham PCT
Effective Referral Management supporting the ERM process by:
 Establishing target reductions in activity by HRG/ specialist code;
 Calculating the financial impact of the savings and the reconciliation of the SLA;
 Obtaining monthly activity data from information to match the ERM targets;
 Monitoring and reporting to the Commissioning Steering Group on a monthly basis, the
progress to date against plan, activity and cost.
Managing the turnaround process including:
 Establishing savings plan and phasing of savings
 Confirming management agreement to the savings plan, including the methodologies to be
adopted
 Establishing and maintaining the monitoring and performance management process, including
reporting to the Board and external monitoring organisation.
 Management and reporting of Elective Referral Management process with 3 main acute
providers.
Establishing a robust monthly forecast outturn process to:
 Focus attention on areas of overspend not targeted in the savings plan
 Ensure better housekeeping i.e. raising invoice etc
 Ensure the organisation is fully aware of the outturn position, to enable early intervention where
appropriate.
Sustainability review to assess the impact over 5 years of population growth and funding to identify:
 Identify the potential growth in pressures on the acute budgets
 The impact of the 18 week waiting target.
Bromley PCT
Head of Commissioning Finance
 Outsourcing LD Services including:
 Property to Registered Social Landlords;
 Healthcare service providers;
 Monitoring cost of outsourcing to the residual organisation;
 Ensuring NBV/OMV implications are considered for the land buildings and equipment;
 Calculating the potential cost pressures and financial risks associated with the project;
 Formal reports to the Board.
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Curriculum Vitae of Ann Harrison
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Monitor Trust Acute and Mental Health SLA contracts
Lead negotiations with PCTs
Preparation of PBC budgets
Designed and implemented PBC monthly monitoring reports
Designed and implemented ERM monitoring and reporting
Hillingdon Hospital NHS Trust
Deputy Director of Finance:
 Preparation of Management Accounts and reports to the Board
 Supervising the implementation of the new ledger system
 Project management of business cases for reconfiguration of services at a hospital trust setting
up and monitoring control procedures over Capital investments
East & North Hertfordshire NHS Trust
Financial Manager for 3 acute directorates (T&O, General Surgery & Urology and Theatres/Anaesthetics)
T/O circa £50m and finance member of Project management Office responsible for surgery and nursing.
 Identification of savings plans with Directorate managers and quantifying savings
 Preparation of financial monitoring information for reporting to PMO
 Implementation of Trust “Brief Encounters” reporting which generated savings of over £5m in 2
years within nursing budgets
 Regular meetings with General Managers,
 Preparation of monthly financial information,
Preparation of Board report attachments
Western General Hospitals NHS Trust - Edinburgh
Deputy Director of Finance including overview of ledger implementation
 Preparation of ME Returns;
 Preparation of Trust Board Management Information;
 Co-ordination of budget preparation;
 Establishing accurate year end forecasting;
 Ensuring controls operate over all balance sheet accounts;
 Establishing priority tasks and improved month end routine for the Department, and ensuring
prompt implementation.
 Preparation of 'bottom up' costing including comparison to 'top down' costing information
 Design and development of a patient related income budget model to enable;
 income budgets to be allocated to directorates/departments;
 budget to actual monitoring to take place and appropriate invoices to be raised;
 recharges between support and operating directorates to be posted; and
 other income, e.g. training funding to be allocated to directorates / departments.
Utilising the information to produce directorate / department trading accounts.
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Curriculum Vitae of Ann Harrison
Good Hope Hospital NHS Trust – Sutton Coldfield
At the annual contracting round, negotiation with purchasers to:
 Identify appropriate measures and ensuring the data for measurement is appropriate;
 Reconstruct contracts to more accurately reflect the actual activity;
 Adjust the financial baseline to reflect these charges;
 Ensure understanding and agreement from all parties;
 Undertake a Financial Health check for the Trust in order to review the current financial situation
for the Trust and identifying a number of cost improvement and cash releasing opportunities.
 Support the Trust with negotiating its Service Level Agreements with local PCT’s;
 Monitor contract performance achievement with 10 organisations to ensure:
 accuracy of data;
 compliance with contract terms;
 action on under/over performing.
Gloucestershire Royal NHS Trust
 Cost modelling for outsourcing hotel and catering services, including laundry as part of;
 Business Case information and PFI implications for a £72m project including;
 I&E forecasts
 Balance sheet including EFL
 Debt forecasts
 Cash flow
 Asset base
 Risk assessment
 Affordability assessment
 Calculation of the costs associated with the closure of a large hospital, including;
 Redundancy costs
 Planned closure programme
 Transfer of residual costs
 Identification of IM&T and all associated costs, by the preparation of detailed schedules of costs,
analysed into a format which enabled;
 Existing costs of service performance to be identified
 Quotes to be obtained from external suppliers
 Comparison of costs and assessment of service levels to be clearly made.
Swindon & Marlborough NHS Trust
Deputy Director of Finance, covering all aspects of Finance.
Responsible for:
 Preparation of Management Accounts and reports to the Board.
 Budget setting including Recovery Plans, CRES savings etc
 Implementing an income reporting and recharge system including training of staff, discussions
with Directors, procedure notes etc.
 Implementing a new payroll system
 Control of and reporting the reserves and savings position
 Attending PCG meetings with various bodies including the supervision of the preparation of
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Curriculum Vitae of Ann Harrison
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budget baselines
Controlling the preparation of HRG information
Co-ordinating the replacement for the Wessex supplies system
Channel Islands
 Outsourcing health services in specialist areas to the UK, including accommodation and travel
arrangements for patient and escort. Setting up, training and completing monitoring and
reporting systems.
 Outsourcing catering services for Education and Health establishments including:
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Service Level Agreements;
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Monitoring activity, financials and setting up quality frameworks;
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Reviewing tendering procedures for equity and value for money;
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Reporting findings to the States of Jersey politicians;
Birmingham Strategic Health Authority
Workforce Planning
 Preparation of Commissioning Report for Education (HEI)
 Establishing model to assess supply and demand of workforce requirements including attrition
and other risks.
Birmingham East & North PCT
 Setting up the financials in a tendering document for Cleaning, Security and Maintenance
contracts for all operational buildings, including community hospitals, offices etc;
 Investigating the financial viability of the potential suppliers and assessing any potential risk to
the PCT. Reporting to the Commissioning Board;
 Reviewing and assessing the tenders for value for money.
Eastern Birmingham PCT
Head of Finance:
Responsible for a budget of £550m.
 Managing the pooling of budgets in intermediate care between Birmingham City Council and
Health Social Services
 Providing financial support to Mental Health Consortium and Acute Services including budgetary
control and negotiation of SLA’s
 Forecasting year end position
 Liaison with External and Internal auditors to implement Audit recommendations.
 Preparation of Board Reports and Monitoring Returns
 Management and preparation of various LIFT projects
Head of Localities Finance:
 Responsible for the preparation of detailed budgets for all Primary Care Services
 Monitoring GMS\PMS payments
 Monitoring prescribing expenditure
 Training for budget managers
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Curriculum Vitae of Ann Harrison
Acted as Head of Commissioning Finance
 establishing allocation controls and commissioning budgets for a new organisation including
Acute and Consortium with funding in excess of £200m
 monitoring activity and performance targets
 providing information for new commissioning managers
 establishing a ‘trading’ structure to collect funding from other PCT’s and pay provider
organisations funding in excess of £250m
 completion of Board Reports and Monitoring returns
 establishing accurate Localities budgets and discussing results with Operational Managers
Birmingham Health Authority
Deputy Director of Finance
Involved in all aspects of the financial controls, information and development of a major Health
Authority with funding in excess of £800m. The duties included;
 analysis of structures for devolution to PCT’s
 planning for devolution with PCT’s
 involvement in negotiation with Trusts
 calculation of forecast outturn position
 preparation of SFI’s for PCT’s
Head of Commissioning Finance
Financial control of a commissioning portfolio in excess of £600m. Including;
 acute commissioning
 consortium commissioning
 regional commissioning
 recosting exercise
The duties also included;
 devolution of all budgets to PCT’s including reserves. A resource envelope was prepared for all
sources of funds.
 preparation of system flowcharts and training of PCT staff;
 monitoring allocation controls;
 meeting with Trusts regarding;
 targets for activity;
 performance monitoring against funding;
 potential developments.
 preparation of control spreadsheets to apportion growth funding to match bids, after
agreement by the Health Economy Steering group
 preparation of Service Level Agreements
Pan Birmingham Shared Services Agency
Head of Finance
 Organisational review of the SSA to establish a new measurement and monitoring protocol
based upon activity scenarios;
 Renegotiating the contract on this basis;
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Curriculum Vitae of Ann Harrison
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Responsible for providing financial services to £30 Million turnover Shared Services Agency.
Providing management information for budget managers in 3 divisions
Providing management information for subscribers to the agency for core budgets and pass
through costs
Costing services for PCTs
Forecasting accurately to year end pass through costs and additional charges to PCTs
Assisting in managing core budgets to break even
Preparation of year end information
Interfacing Agency results with host PCT for year end and monthly accounts
Northern Birmingham Community NHS Trust
Business Manager, Primary Care
Responsible for:
 Preparation of business plans
 Review of operational procedures and staffing levels in order to achieve savings targets
 Preparation of detailed costings relating to recharges for special services
 Investigation into methodologies for achieving specialist income
 Budget setting, pay and non pay including realignment of budgets to achieve more realistic
controls
 Preparation of monitoring returns.
 Designing management reporting system to produce 'trading' information.
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Production of activity costing information for Purchasers.
Preparation of procedure notes for major systems.
Assisted with the preparation of a business case.
The Oxford Radcliffe NHS Trust
Preparation of financial allocations for a new Trust including;
 identifying zero based reduced pay budgets;
 combining the budget format from two hospitals to form the new Trust;
 reconciling the new structure budget to the previous year to confirm the accuracy of the total
budget for comparative purposes;
 reconciliation of trading subsidies and other funding (external and inter unit recharges) to zero
based budget costs, to ensure all sources of income relating to pay have been received;
 checking medical pay rotation programmes to ensure the correct training subsidies and funding
is received;
 setting up the accounting procedures to accurately accrue for income relating to provision of
healthcare
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Curriculum Vitae of Ann Harrison
NON-NHS PUBLIC SECTOR ORGANISATIONS:
States of Jersey Risk Management and Assurance
Special Projects & Outsourced FourSight Audits 2001- to date
Working in partnership with the States of Jersey to provide a high level Internal Audit, Risk Assessment
and Value For Money (VFM) reviews for politically sensitive and technically demanding services and
issues.
Recent projects include;
 Jersey Competition Regulatory Authority (JCRA);
 Jersey Finance Limited (JFL);
 Jersey Airport
 Jersey Harbours
 Jersey Health & Social Services
 Jersey Public Services Department
 Jersey Education Department
 Specific States projects tendering and procurement processes;
 Fraud Investigations.
 Personally responsible for conducting the most sensitive and demanding audits whilst managing
the FourSight Audit programme.
States of Jersey Education Services
 Undertook a Review of the Catering Services provided to the Schools and Colleges throughout the
island of Jersey.
States of Jersey Public Services Department
 Undertook a review of the Jersey Opera House and assisted the Opera House to avoid closure.
Thurrock Borough Council and Braintree District Council
Bench marking and Best Value review of Environmental Health Department Services, this involved;
 Reviewing the Departments costs and service provision
 Identifying Key Performance Indicators
 Identifying a comparator group from the Public and Private sector
 Detailed review of the cost of service provision between the council and the comparator groups
Producing a detailed report and presentation of results to the Department
OTHER SIGNIFICANT PROJECTS
Energy Settlements and Information Services
Design of Contract Management information system for the Electricity Industry and the former
department of energy.
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Curriculum Vitae of Ann Harrison
Britax PLC
Outsourced Risk Management and Assurance Function
Provided internal Audit function to FTSE 250 company for 6 years until taken private.
Responsible for providing:
 VFM investigations
 Business reviews
 Fraud investigations
 Financial systems reviews
To Britax’s UK and overseas subsidiaries.
PREVIOUS EXPERIENCE
Audit Manager - Bass plc
Senior Audit Manager - Binder Hamlyn
Audit Manager - British Gas plc
Birmingham City Council - Head of Efficiency Studies Team
Cannock Chase District Council - Chief Internal Auditor
Staffordshire County Council
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