Job summary
Crown Heights Medical Centre has an exciting opportunity for a Finance Assistant/Bookkeeper to join our corporate services team reporting to the Finance and HR Manager. You will take a lead responsibility for the financial transactions and reconciliations of the Practice to ensure high levels of accuracy and standards of financial probity. The role will require circa 18 hours per week.
You will need to have a dedication to numerical accuracy and strong financial governance and have excellent interpersonal/communication skills. The post includes an attractive salary, pension scheme, and opportunities for development.
You will join a friendly and supportive practice team, and you will be able to develop your financial skills and really make the role your own. Experience of working in a primary care setting is advantageous but not essential as training will be provided to the successful candidate.
The team at Crown Heights Medical Centre look after just under 28,000 patients, within two surgery locations located a short walk apart, and under a single partnership. We currently have a team of 16 doctors who are working with Paramedics, Clinical Pharmacists and a dedicated team of Nurses and Healthcare Assistants.
We particularly welcome informal visits to the practice, if you are interested in finding out more, please email:
Chloe Rovetto Practice Manager chloe.rovetto@nhs.net
Main duties of the job
The post-holder will support the Finance Manager in the upkeep of the practice accounts and take responsibility for the practices bookkeeping
About us
Crown Heights Medical Centre is located in the heart of Basingstoke, with a branch site at Old Basing a short distance away. We are a short walk from the train station, on direct bus routes and have pay to park facilities all around the Practice with Festival Place being the main car park used by staff.
This excellent facility offers patients a family friendly service with efficient and easy access to a highly trained team of health care professionals. The medical team comprises GPs, clinical pharmacists, paramedics, nurses and phlebotomists.
The surgery provides modern healthcare services and the GPs are enthusiastic about the capacity their premises provide as they can offer services to the wider community, including acupuncture and mental health.
We provide a programme of in-house education and are a teaching and training practice. We are also approved to take GP retainers and to teach medical students.
We use EMIS Web and electronic prescribing. We also use Docman scanning software to allow efficient scanning and letter management across both sites.
Job description
Job responsibilities
Job responsibilities
Core Responsibilities
- Financial oversight supporting the Finance Manager with Practice income
- Maximising Income and minimising Expenditure
- Reconciliation of income from various sources and understanding claiming processes.
- Production of a monthly financial report to include monitoring against budget.
- Processing of income and expenditure information on the practice accounts system.
- Record-keeping, Cash-flow monitoring.
- Purchase and Sales Ledger processing
- Double entry bookkeeping using our Sage software
- Manage and reconcile bank accounts; liaising with the Finance Manager
- Manage appropriate systems for recording and banking of cash / cheques / petty cash.
- Management and reconciliation of credit card expenditure
- Support with systems for claims and reimbursements e.g., maternity and sick leave and other reimbursements e.g., water / rates / CQC
- Manage ad hoc income streams e.g., GP Fellowship / GP Retainers as required
- Ensure systems are in place for invoicing private consulting rooms
- Ensure systems are in place for paying the GPs for private work
- Ensure systems are in place to chase up bad debts
- Manage Partners drawings with assistance of accountants
- Ensure systems in place to pay property mortgages
- Provide support to the areas of private income and medical indemnity.
Job description
Job responsibilities
Job responsibilities
Core Responsibilities
- Financial oversight supporting the Finance Manager with Practice income
- Maximising Income and minimising Expenditure
- Reconciliation of income from various sources and understanding claiming processes.
- Production of a monthly financial report to include monitoring against budget.
- Processing of income and expenditure information on the practice accounts system.
- Record-keeping, Cash-flow monitoring.
- Purchase and Sales Ledger processing
- Double entry bookkeeping using our Sage software
- Manage and reconcile bank accounts; liaising with the Finance Manager
- Manage appropriate systems for recording and banking of cash / cheques / petty cash.
- Management and reconciliation of credit card expenditure
- Support with systems for claims and reimbursements e.g., maternity and sick leave and other reimbursements e.g., water / rates / CQC
- Manage ad hoc income streams e.g., GP Fellowship / GP Retainers as required
- Ensure systems are in place for invoicing private consulting rooms
- Ensure systems are in place for paying the GPs for private work
- Ensure systems are in place to chase up bad debts
- Manage Partners drawings with assistance of accountants
- Ensure systems in place to pay property mortgages
- Provide support to the areas of private income and medical indemnity.
Person Specification
Qualifications
Essential
Desirable
- AAT Level 3 or relevant similar experience
- AATQB Qualified
Experience
Essential
- Previous experience working as a Bookkeeper / Finance Assistant
Desirable
- Experience in Primary Care (GP Practice)
Person Specification
Qualifications
Essential
Desirable
- AAT Level 3 or relevant similar experience
- AATQB Qualified
Experience
Essential
- Previous experience working as a Bookkeeper / Finance Assistant
Desirable
- Experience in Primary Care (GP Practice)
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
UK Registration
Applicants must have current UK professional registration. For further information please see
NHS Careers website (opens in a new window).
Additional information
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
UK Registration
Applicants must have current UK professional registration. For further information please see
NHS Careers website (opens in a new window).
