Mentors are experienced current or former NHS Finance staff that have offered to volunteer their time to help advise others that are at an earlier stage of their NHS career. The current list of Mentors is found on this page, along with their experience levels, a short biography and their current availability.

To find out more about HFMA mentoring services, please contact Ryan Cronin by email ryan.cronin@hfma.org.uk or telephone 0117 457 7109

Aimee Jones 

Aimee qualified as a Chartered Accountant within private practice where she worked in the Corporate Finance department supporting organisations through investment business cases, strategy development, business planning along with business cases for grants and transactional work. 

Aimee also has a wealth of experience working in industry.  As Head of Finance for a manufacturing company, her role included leading   a diverse team of HR, Finance and Procurement colleagues. One of her main accomplishments was  leading the business and wider team of 100 permanent staff through a successful transaction with a large listed company, Orkla ASA. She successfully integrated the new systems, processes and policies Orkla required within challenging timescales.  A key element of the integration was change management and communications with the team, and Aimee felt proud of her contribution in  making the local business part of a larger entity providing succession planning, progression opportunities, and strong job security for all its existing employees.

Aimee wanted a new challenge and over the years enjoyed work where she could see she made a difference, assisting entrepreneurs gain finance for setting up a new venture, creating new jobs, or making a business and all its employees more resilient.  Aimee now works at The Royal Cornwall Hospitals NHS Trust as a Project Accountant supporting the finance team and wider corporate functions working on a variety of projects. She utilises her collaborative style to bring teams together to deliver a successful project.

Aimee has a calm but energetic approach and will always look for solutions.  With her varied background and inquisitive mind Aimee will be a good listener and thought provoker, with a strong clear set of ethical values.

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Andrea Gallant

Andrea has over 14 years of experience in the NHS as a Senior Finance Manager and previous finance experience within manufacturing and retail within the private sector. She is a recently qualified CIMA accountant and a member of the Healthcare Financial Management Association (HFMA). 

Andrea previously undertook the HFMA Mentee training and was supported for a two year period by her course-matched Mentor to re-focus her career and to recommence her partially completed finance qualification. This support led to full qualification and membership to CIMA as a direct consequence of the motivation and confidence received from her monthly coaching sessions. Andrea would now like to share her experiences and support others who may also feel trapped or unable to progress to the next level in either their studies or their professional development.  Her work with NHS Finance Skills Development (FSD) has given her in depth understanding of the skills and knowledge required by finance professionals and tools for developing effective and sustainable learning.

Andrea is a newly qualified Mentor. She completed her Mentor training with HFMA in 2016 and regularly attends mentoring skills training to further enhance her coaching and mentoring skill repertoire.  Andrea’s style is down to earth, practical and persuasive. She is naturally reflective and uses this as a strength in a mentoring situation, helping mentees to think through what would work best for them. Andrea has a wealth of experience within the private sector and also Provider and Commissioning NHS organisations. She has demonstrated perseverance with her studies and subsequent career progression and has learned more from her mistakes than her successes and is happy to share those experiences where appropriate.  

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Cathy Kennedy

Cathy is a highly experienced finance professional, and has been a Director of Finance for over 25 years in a number of provider and commissioning organisations. For the last 5 years she has also held the position of Deputy Chief Executive. Her director level portfolios have always included finance but have also included business and strategic planning, corporate affairs, communications, IM&T strategy, estates, partnership working with local authorities, commissioning, community engagement, organisation development and contracting. Cathy started her career as a regional Finance Trainee (the precursor to FMTS) and has been a longstanding and active member of HFMA at local, regional and national level.

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David Ellcock

David has worked in the NHS since joining as a graduate in 1988 and is a CIPFA qualified accountant with several years’ experience as a Director of Finance under his belt.  He has long been interested in staff development and has been delighted to have the opportunity to work in various roles in this field since 2006. He is passionate about working to ensure that the finance function in the NHS is the best that it can be.

David is Programme Director for Future-Focused Finance (FFF), a role into which he was appointed in January 2014. FFF is an NHS-wide programme sponsored by NHS England & NHS Improvement, the Department of Health and Health Education England, which aims to improve financial decision making in support of high-quality patient services.

David Stacey

David Stacey is responsible for the Trust's financial planning and performance. He also has executive responsibility for the Trust's capital investment programme and the estates & facilities directorate, which oversees the development of the Trust's environments and delivers a comprehensive facilities management service. 

Dave had spent three years as Director of Finance for North Middlesex University Hospital. During his time there Dave led a successful financial turnaround, which brought the Trust back to break-even whilst securing significant external funding for large capital programmes and overseeing a major digital transformation programme. 

Dave's other previous roles include Deputy Director of Transformation at Chelsea and Westminster NHS Foundation Trust, where he played a pivotal role in the successful integration of West Middlesex Hospital. He was also Director of Strategy at England's biggest mental health Trust - West London Mental Health. Prior to joining the NHS in 2013, Dave spent 7 years in KPMG's healthcare team, delivering audit and advisory services to a range of UK and international healthcare organisations. 

Emma Wheeler

Emma is an ACCA qualified accountant and has worked in the NHS since 2015 in the finance Team, in a variety of roles, most recently as Corporate Finance Manager. 

Before this she worked in a variety of sectors including not for profit and insurance, in roles including Head of Reporting and Head of Finance. Her experience covers restructures, cultural change, behavior frameworks, system implementation, financial modelling and reporting.

Emma has a proactive and positive approach to change and has a wealth of experience in balancing demands to help produce the best results. She enjoys working with people and through all her roles she has driven a collaborative approach across departments to achieve best outcomes for those concerned. She is passionate about being a supportive and inspiring mentor. 

Emma is friendly, approachable and encouraging, and enjoys helping people to achieve solutions, accepting and understanding that everybody has different styles and needs. 

Eric Gardiner

Eric has worked in a variety of roles in NHS organisations in the North West of England and has a broad range of financial experience including contracting, costing and all aspects of financial management within acute hospitals.  He is a CIMA qualified accountant and has over 20 years of experience in working in the NHS.

Eric is currently working in North Wales as one of three Finance Directors at Betsi Cadwaladr University Health Board and was previously Deputy Director of Finance at North Cumbria University Hospitals NHS Trust.  He is a keen supporter and advocate of staff development and holds a mentoring qualification with Lancaster University.

Eric has worked with a number of mentees to improve their performance with a particular focus on supporting students to study and balance their working life, and also with individuals to progress their careers.

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Huw Thomas

Huw is new to mentoring, but brings a wealth of experience to the role. Having trained and volunteered as a Samaritan back in 2000, Huw has developed great learning skills. Huw was previously the HFMA Wales Branch chair. 

Conversational in style, Huw is naturally reflective and will use this to ensure that mentees feel at ease and are given the space they need to consider what would work for them. 

Formerly, Huw worked for PricewaterhouseCoopers LLP, before moving to the NHS; initially working for an Acute Trust in Bath and latterly Hywel Dda University Health Board. Huw is happy to bring these experiences into the conversation where these might help a mentee understand their issues within a wider context. 

Iain Crossley

Iain worked as a Finance Officer and Accountable Officer and has extensive Governing Body and Board level experience in both the NHS and private sector. Before the NHS he worked in financial services and retail distribution across UK.

Iain is currently a tutor on the Healthcare Financial Management Association Masters-level Qualification in Healthcare Business and Finance and the Diploma in Advanced Primary Care Management for the National Association of Primary Care.

An experienced and qualified coach and mentor, Iain understands the benefits of a non-intrusive style to help deal with problems and ambiguities in a complex environment. His approach is to present people with the tools, challenges and support they need to improve their own performance without giving cook-book solutions.

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Jack Everington

Jack joined the NHS in 2012 as part of the national finance graduate scheme and did placements in financial accounts at East Sussex Healthcare and performance analysis and management accounts at Sussex Community. On completion of the scheme and his CIMA qualification, he moved to become a Business Partner at Oxford University Hospitals. During his five years in the surgery, Women's and oncology division he gained a depth of valuable experience of business partnering with clinical services, line management, preparing business cases and analysis of income and activity. He also worked to develop a new suite of reports for both internal use in finance and for budget holder reporting and was heavily involved in the reporting and GL aspects of moving to Oracle Fusion. In 2020 he was appointed Head of Finance for NOTSSCaN, the largest of the four clinical divisions at Oxford University Hospitals, with annual turnover in excess of £320m per year. He is particularly passionate about providing financial education for all staff groups in the NHS. 

Jane Williams

 

Jane is an experienced qualified management accountant of some 18 years and has previously worked in both manufacturing private sector as well as in the NHS for the last 24 years. Jane has worked in a variety of NHS organisations including Acute secondary care, Mental Health, Community and most recently in a CCG so her experience in mainly management accounting is extremely varied and she has worked both within larger teams as well as smallish teams (as now).

Jane have always had a passion and drive for training & development of co-team mates and of non-financial staff and has undertaken various roles which involved planning & delivering finance training to a wide range of staff and clinicians which she has found very rewarding.

Her particular skills and experience in a lengthy career include dealing with the daily pressures of high workloads, and dealing with frequently changing priorities, learning how to use her time effectively, good time management skills, great communication skills, staff management and often being the unofficial “social secretary” for team events, helping staff to think about and identify their training needs and helping to sign-post where to access training, project management principles including some involvement in procurement exercises and tendering, and presentation skills including how to tackle nerves in planning for doing a presentation.

Jane has a husband and twin daughters who are reaching the all challenging teenage years, and she feels that now is the right time to reach out and help other people, in the same way that she felt supported at times when she had a mentor.

She is very much a people person, rather than a technical/numbers kind of person; and she would like to offer her long and varied skills and experience to mentor someone who feels that they need some guidance and support – whether that is for an upcoming decision that needs to be made or for someone dealing with a challenging situation, or even just preparing for an interview or presentation.

Jane is an extrovert (according to the various personality profile tools she has undertaken) and certainly a 360 degree exercise with views from her co-workers and managers and budget holders did bear this out, and she has had to work hard not to launch in with advise before listening fully. Jane believes that she has the skills to adapt her approach to both other extroverts and introverts alike, especially having undertaken the mentoring programme put on.

John Stanley

John has been in the NHS since 2001, starting as a Management Accountant at the RUH in Bath. He has held positions across both the commissioning and provider functions since this time whilst studying for his CIMA qualification which he passed in 2007 and obtained membership in 2008. Prior to working in the NHS, John had 15 years in industry in various roles. He has worked in Specialised Commissioning since 2012 and NHS England since 2013. 

John had a young family through his student years whilst he went through his finance qualifications and did not find studying easy, with some retakes necessary along the way. John would be looking to assist someone who is studying, currently working and junior level and needs some assistance in getting through the examination process, especially balancing off the work/home balance. 

Katherine Archer

Katherine's current role is as Head of Financial Performance at Oxford University Hospitals, working on delivering trust wide improvements to the financial position through development and implementation of business cases, managing the Financial Performance team and the Corporate division financial management team and managing the COVID spend, along with a number of other things. Katherine likes to think she has good planning skills, and she is an effective communicator to both finance and non finance colleagues. 

Katherine has always been interested in training and development, supporting graduate trainees and training on wider finance and non finance aspects of the NHS for her herself and her team. She tries to take all the opportunities for course, development and shadowing and she encourages her team and the wider finance team to do the same. Katherine also tries to build networks of colleagues and friends across NHS finance and has found that it has been supportive when there have been difficult problems to solve. 

The reason Katherine applied to be a part of the mentoring programme is that she has been lucky enough to have great mentors who she needed at particular times in her career and helped her focus on what she needed to do to make that next step in her career, and she would really like to feel she can make that difference to someone else.

Lucy Hayes

Lucy is a CIPFA qualified accountant who has worked in NHS Finance since 2016. After graduating from university with a degree in Accounting and Finance/ Spanish, her NHS finance career started on the HFMA reginal financial management graduate scheme with a number of placements across the Black Country in both Commisioner and Provider organisations. She is currently a Finance Manager in a CCG. She has a relaxed and personal mentoring style, offering a fresh perspective, and is very passionate about training and development. She applied to the mentoring programme as she has benefitted greatly from mentors thus far in her career and would like to help somebody else in the same way 

Lynn Hartley

Lynn has had over 35 years' experience in NHS finance, having worked up from Receivables Clerk to Associate Director of Financial Services, although predominantly a financial services specialist, she has spent a number of years as a management accountant and has led a number of finance system implementations due to her keen interest in finance systems and processes. She has worked in a number of organisations in the North East during those 35 years, including working at a Health Authority, Regional Health Authority and both Community and Acute Trusts. 

Having been a head of department since 1996, one of her favourite parts of the job was encouraging staff to achieve their potential so to take this one step further, in 2015, Lynn took over the role of Skills Development Manager for the North East and Cumbria. She is CIMA qualified and undertook mentor training in 2016. 

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Najma Ali

Najma has 20 years senior management experience gained within large and complex National Health Service organizations in addition to having worked at Finance Director level for NGOs overseas. From 2008 she has setup her own limited company and specialises in transformation roles within the NHS. Her experience ranges from strategic planning, project management,  business planning, developing and writing business cases, financial planning and strategy, developing medium term financial strategy and modelling, developing and delivering recovery plans, developing and implementing QIPP programmes, developing  5 year strategic plans, developing and implementing service redesign and transformation change programmes to deliver cost improvements, efficiencies and improved NHS outcomes. Najma's work and experienced has covered both planned and unplanned care.

Nicola Burnett

Having started her NHS career at Hull PCT back in 2008 Nikki has worked across provider, commissioning and regulatory organisations covering financial accounting, management accounting, capital and assurance. 

Each role has brought its own set of challenges and rewards as well as access to new sets of colleagues and networks.

Currently working as an STP finance lead, CCG deputy CFO and FFF Value Maker Network Lead Nikki is passionate about system working learning and development, using the power of networks to deliver tasks that can at times feel almost impossible.

Having covered a whole range of roles prior and since joining the NHS Nikki is keen not to be pigeonholed to a specific sector and has helped mentor various colleagues in forging their own career paths, matched to their interests and skills rather than what is often seen to be the conventional route.

Down to earth and straight talking Nikki is able to help break down problems into more manageable parts to encourage mentees to deliver against their aspirations.

Nicola Wood 

Nicky is a CPFA qualified accountant with over 20 years’ experience working in the finance functions in the NHS and Local Government.  Over half of her experience has been spent working in NHS Commissioning Organisations in Gloucestershire. A lot of her time involves working with NHS Providers and Local Government on Contracting and Partnering Arrangements as well as the usual functions of a Management Accountant.

Nicky has a keen interested in working in and with Public Organisations and the charitable sector. She is keen to continually learn and improve.

As a mentor she will listen and question you to think about how you can identify your goals and help you on the way to achieving your potential.

Nicky is keen to assist someone who is studying or currently working and junior level where she feels she can add the most value.

Patsy Hudson

Patsy has many years’ experience in senior roles in the public and voluntary sectors. She has worked in nursing, in senior roles for Oxfam and held non-executive roles. Patsy is currently the lay member for Governance and chairs the Audit Committee of Bristol Clinical Commissioning Group.

She has run a mentoring and coaching business for the past 15 years and has benefited from being a mentee herself. During her time at Oxfam a trustee supported her as she faced challenges with an inherited team and a new line manager. Patsy appreciated her mentor’s objectivity, ability to listen and question, suggestions and ideas. She aims to bring this same approach to her role as an HFMA mentor.

 
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Rebecca Richards

Joining the NHS in 1990 as a Welsh Finance Trainee, Rebecca has held a number of positions across South Wales. These included positions of Director of Finance in two organisations for a combination of 14 years leading both to financial break-even. 
For 18 months from July 2014, Rebecca held the position of Chair of the All Wales Directors of Finance supporting the creation of the NHS Wales Finance Academy, developed to create learning and improvement opportunities for finance staff, taking personal leadership of the Partnerships Programme. 
In April 2016 Rebecca took a unique step in taking up a personal development opportunity to work in Aneurin Bevan Health Board as Associate Director of Finance for 1 year which included completing the Value Based Healthcare programme at Harvard Business School. During this yea , Rebecca also qualified as a mentor with the HFMA Mentoring Programme. 

Rebecca firmly believes personal development by its nature is a personal thing. However, sometimes it can be difficult to figure out on your own what approach would work best depending upon the challenge or issue faced. Rebecca's listening and reflective style driven by an enthusiasm for staff to reach their full potential provides the space to consider the issues at hand and an offer of support to explore approaches from a variety of perspectives to find the best fit for you. 

Having been through formal training, middle and senior management and operating at Finance Director for a number of years, Rebecca can offer a variety of experiences - both good and bad- to draw on if felt appropriate and helpful. She has experience of being both coaches and mentored throughout her career and in turn has supported her own staff as well as coaching variety of others to create the development programme that works for them. 
With her own recent personal development experience, she has set the example that it's never too late to learn & take on new development opportunities - regardless of where you are in your career.  

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Richard Barratt

 

Richard joined the NHS as a Financial Management Assistant in 2002, and has since progressed into a number of senior finance positions across both provider and commissioner organisations in the Midlands region. He is currently Associate Director of Finance & Business Intelligence at Birmingham & Solihull CCG.  Richard is a CIPFA qualified accountant and member of the HMFA, through which he completed his mentoring qualification in 2011.

Richard is particularly passionate about the personal development of finance colleagues, both at an individual and team level. With extensive experience of successfully leading and developing large and diverse finance teams, he thrives on motivating people and building resilience within his departments. He would therefore particularly welcome the opportunity to mentor colleagues taking on new, additional or challenging line management responsibilities.

With considerable experience in the Acute secondary care sector, including Business Advisor and Deputy Finance Director roles, Richard has a proven track record in providing outstanding business support to operational areas. His key strengths and areas of interest include building effective working relationships with a wide range of Finance and non-Finance colleagues, including clinicians and Executive Directors.

Richard is an attentive listener who takes a genuine interest in people, building effective and long-lasting working relationships as a result. Through his mentoring relationships Richard encourages others to achieve a healthy sense of perspective, recognise the positives, and identify a practical approach to any given challenge.

 

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Sarah Morris

Sarah is a CIMA qualified accountant with 15 year's experience working in the finance functions of various public and private organisations. For the last 5 years she has worked at the Royal Cornwall Hospital Trust supporting the Women & Children division and the corporate functions (covering everything from estates to transport to HR). Sarah is currently working as a Project Accountant bringing together teams from across the hospital to help drive forward various initiatives. 

Before working for RCHT, Sarah worked for a university in Sydney Australia, acting as a Business Partner between finance and the Heads of School. Before this she was based in London where she worked at a property company, a post production house and an arts centre. Prior to this Sarah worked in a bank and having graduated as an economist swore never to become an accountant. 

As someone who didn't originally set out to have a career in finance, or in the NHS, Sarah feels incredibly lucky to be doing both of these things. She believes your best work comes when you are passionate and engaged about how you can add value, making changes and not just accepting processes as a given. Asking questions and understanding why you do or don't do something. 

Sarah's skills are to be naturally analytical and questioning, proactive and seeking answers and solutions and always asking if she doesn't understand. As a mentor she can help you break your goals down to achievable steps and work with you to achieve them and hopefully signpost you to any additional support you need to reach your potential. She believes that you are in control of your career and anything is possible when you put your mind to it. Sarah will be a reassuring and encouraging voice in your ear. Creating a safe and confidential place for you to open up about what it is you really want to achieve/work towards. 


Shahana Khan

 

Shahana's results oriented professional with a national UK profile having been awarded Officer of the British Empire (OBE) by Her Majesty, The Queen, in recognition for her work in healthcare finance and social services. Shahana has board experience majoring in complex NHS hospitals across the UK. Finance, business development, strategy, transformation and cost management have been the recurring elements in Shahana's career and she is geared towards leadership and senior management. Shahana is energetic and is pragmatic leader with a focus on representing and developing people. She can build solid relationships through strong interpersonal skills. Shahana has an analytical mind with powerful management and influencing skills, setting strategic direction. Shahana's most recent exposure is Middle Eastern Healthcare systems having had solid hospital experience in Qatar and UAE since October 2017.

Stephen Kennedy

Stephen is an experienced (CIPFA Qualified) ex Board Level Finance Director, with over 38 years NHS Finance experience, who is now Director of SK Consulting 2015 Limited, specializing in NHS assignments.

His previous roles include Director of Finance at The Walton Centre NHS FT, Deputy Director of Finance at Salford Royal NHS FT, Deputy Director of Finance at Tameside and Glossop NHS Trust. Along with a wide range of senior and junior Finance positions in Acute Trusts across Greater Manchester.  

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Stephen Smallwood

Stephen has over 35 years’ experience of working in NHS Finance and is a CIPFA qualified accountant with several years as a Deputy Finance Director. He has held an interest in staff development for many years and has been actively involved in supporting national and local graduate management training schemes through HFMA and the NHS Leadership Academy since 2002.

Stephen is currently Deputy Finance Director at Birmingham Community Healthcare NHS FT and during his NHS career has previously worked in a number of Acute and Community provider organisations. He has also been involved in a number of local, regional and national projects and these experiences have helped him develop a wide knowledge of NHS finance. Stephen is also actively involved in Future Focused Finance (FFF), an NHS-wide programme sponsored by NHS England & NHS Improvement, and is a regional Value Maker for the West Midlands region as well as an assessor for the national FFF accreditation programme.

Stephen has previously benefitted from having access to two mentors at a point in time when he faced a crossroads in his career with his role branching out to include a variety of general management responsibilities. The advice he received was beneficial in charting out the later part of his career.

Stephen is friendly and approachable and gets great satisfaction from helping students to develop their own performance, enabling them to progress in their NHS career.

Susan Kamanga

 

Susan is a management accountant at heart & ACCA Fellow who is passionate about staff development and getting things right the first time. She is keen to help others grow in their careers by providing support, guidance and feedback in addition to sharing her own life experiences.

Tim Goodson

Tim Goodson is the Integrated Care System (ICS) lead for Dorset as well as being the Chief Officer for Dorset CCG. These roles have enabled him to take a leadership role both nationally and across Dorset in promoting an integrated approach across health and social care in order to deliver the best possible patient care. Under his stewardship Dorset ICS has been seen to be at the forefront of driving change and integration, this has followed on from a comprehensive Clinical Service Review that set out a road map for how the Dorset system wanted to transform to be sustainable in the longer term.  Tim originally joined the NHS in 1995 as an internal auditor following his initial accountancy training with chartered accountancy practices in the private sector.  Tim later moved into provider services with Dorset Community NHS Trust, a combined mental health and community services provider.  Prior to his current Chief Officer role, Tim held the post of Director of Finance for three Primary Care Trusts spanning nine years.  During Tim’s career in the NHS he has had a broad range of executive lead responsibilities including capital and estates, performance and information, primary care, information management and technology.  

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