Finance Assistant

Job description

Job responsibilities

Role summary: Supported by the Finance Manager the Finance Assistant is responsible for

day-to-day finance tasks to ensure that the practice bookkeeping is in order. This includes entering data into the accounting system, processing payments and issuing invoices and funding claims.

Location: North Leeds Medical Practice, Leeds

Salary: £22,816 - 24,336 pro rata

Annual leave: 5.6 weeks p/a pro rata.

Key Relationships

The post holder will have key relationship with the following teams, departments and organisations:

Practice Partners

Practice manager

Employees

Patients

Clinicians

Core Functions

Provide support to the Finance Manager, Practice Manager and Finance Lead GP Partner

Manage and reconcile bank accounts

Monitor and reconcile income and expenditure statements and purchase/sales ledger transactions

Oversee the systems for the handling and recording of cash, cheques and petty cash

Claim monies owed via the local and national systems

Provide information for the accountants and auditor as required, including annual accounts

Support providing information to produce budgets and financial reports

Liaise with HR and our external Payroll company to ensure accurate salary payments are made each month.

Carry out any other work or duties as reasonably requested

General

To act in a way that is compliant with the NLMP constitution, values and behaviours, and other management responsibilities.

To take responsibility for maintaining confidentiality at all times.

To adhere to the provisions of the Health and Safety at Work Act and to ensure their own safety and the safety of colleagues and patients.

To actively participate in the annual Personal Development Review process with line manager agreeing mandatory training requirements and development needs.

To be aware of their individual responsibilities under the Equal Opportunities Policy and ensure that they adhere to the provisions of the policy.

Person Specification

Qualifications

Essential

• GCSC or equivalent Maths and English

Desirable

• A degree level qualification

Knowledge / Skills

Essential

• Competent in MS Outlook, Word, PowerPoint and Excel
• Good computer and keyboard skills
• Excellent communication skills (written, oral)

Desirable

• Competent using TPP SystmOne
• Competent using Sage

Qualities / Attributes

Essential

• Highly organised
• Meticulous in approach and excellent attention to detail
• Can work to deadlines and under pressure
• Can integrate well into a team
• Can work independently and use initiative
• A natural problem solver
• Flexible and cooperative
• Motivated and proactive

Experience

Essential

• A minimum of 2 years experience in a relevant role
• Dealing with financial processes. e.g. invoicing, bookkeeping and reporting
• Managing accounts
• Managing financial processes and systems

Desirable

• Working in a healthcare / NHS setting

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.

Employer details

Employer name

The North Leeds Medical Practice

Address

355 Harrogate Road

Leeds

LS17 6PZ

Employer's website

https://www.northleedsmedicalpractice.nhs.uk/ (Opens in a new tab)