Job responsibilities
Key Objectives
Ensure Bourne Healths financial stability and growth through
effective planning, control, and reporting.
Provide robust, accurate, and timely financial information
to support Board and operational decision making.
Implement efficient and scalable finance systems and
processes across the Group.
To maintain integrity of the Groups financial systems,
procedures and reports.
Drive income optimisation and cost reduction initiatives,
including locum cost management, tracking and coding all income streams whilst
guiding management on areas for required improvement against the Annual
Operating Plan / Objectives.
Manage all accounting operations and compliance including
accounts receivable, accounts payable, property transactions management,
payroll and pensions management, financial and management accounting.
Support the organisation in achieving its vision of
providing high-quality, patient centred primary care.
To develop and ensure that financial policies and procedures
are adhered to, documenting all aspects of the role and related processes to a
high standard.
To undertake Continuing Professional Development (CPD)
in-line with relevant professional body requirements, and to maintain
professional standards within the Group.
Other ad-hoc finance team duties as requested by the CEO or
Board.
1. Financial Management & Reporting
Produce high quality monthly finance packs for the CEO and
Board, including variance analysis, cashflow forecasting, and key performance
insights.
Manage the month end and year-end close processes, ensuring
accurate and timely reporting.
Prepare and lead on internal and statutory accounts
production and annual audit.
Ensure compliance with NHS and accounting regulations, tax
(corporate and VAT), and statutory reporting requirements.
Safeguard Bourne Healths financial data through rigorous
controls, processes, and documentation.
Maintain highly organised financial records, filing systems,
and audit trails.
2. Financial Planning, Analysis & Strategy
Develop and lead annual budget preparation and forecasting
across the Group.
Provide detailed financial modelling and business case
analysis to support growth, bids, tendering opportunities and service
development.
Participate and lead in financial aspects of tendering for
new business.
Conduct strategic financial analysis to drive decisions on
practice performance, service development, and resource allocation.
Provide short, medium and long-term comprehensive and
integrated physical resource planning for Bourne Health, its practices and
other sites, enabling full potential maximisation of Bourne Healths physical
resources.
Identify trends, risks, and opportunities and present these
clearly to the CEO, Board and Senior Management to support decision making.
Collaborate with operational leaders to develop and track
key financial and operational KPIs.
3. Income Maximisation & Cost Optimisation
Oversee claims processes, ensuring all NHS and other income
streams are correctly identified, claimed, and reconciled.
Develop systems to ensure income is maximised and errors or
missed claims are minimised.
Lead initiatives to reduce costs, including locum spend
management, procurement efficiencies, and preferred supplier agreements.
Streamline processes and eliminate waste.
Work closely with operational managers to achieve financial
efficiency without compromising care quality.
Actively participate and lead on streamlining procurement
processes with focus towards preferred suppliers, in collaboration with the
Estates and Procurement Manager, with the specific objective of cost saving and
standardisation.
Manage all financial aspects of Bourne Health estates, its
related resources, service charges, utilities and facilities.
Manage the relationship with the Groups various landlords as
well as ensuring recoveries as appropriate from NHS England.
Lead on enterprise-level management of utilities across
Group estates, in collaboration with the Estates and Procurement Manager.
Effectively manage accounts receivable and payable
activities, ensuring timeliness and cash flow management.
Interpret accounting guidance and Commissioner
directives/decisions in regard to accounting and funding mechanisms. Assess the
impact and recommend actions that ensure services maximise their income and
minimise their costs.
Work extensively to ensure sound controls are in place and
processes are compatible with IFRS financial accounting requirements.
4. Finance Systems & Process Improvement
Lead on the design, implementation, and ongoing management
and accountability of all finance systems (e.g., Xero, Fathom, Zahara,
Barclays.net).
Ensure systems are integrated, efficient, and aligned with
operational needs.
Continuously review and refine financial processes to
improve efficiency, scalability, and compliance.
Identify opportunities for and drive information or quality
improvements within the Group.
Responsibility for the company cash management policies.
Provide finance data on demand to support operational and
clinical decision-making.
5. Payroll & Pensions Management (Supported by
outsourced payroll provider and Finance Leads)
Oversee payroll and pensions for all staff across the Group.
Ensure accuracy, timeliness, and compliance with relevant
legislation.
Hold outsourced payroll providers accountable for service
quality.
Support the integration of payroll activity with the HRIS,
in collaboration with HR.
Continuously optimise payroll processes and documentation.
6. Leadership & Team Development
Provide leadership and mentorship to Finance Leads and
Practice Managers.
Build finance capability across the organisation through
training and support.
Foster a culture of excellence, integrity, and
collaboration.
Support recruitment, onboarding, and performance management
of finance personnel as the team grows.
Responsible for effective management of performance,
development, objective setting and motivation of staff in the team, focused on
excellence and high-quality.
Support practice, senior and service managers in
understanding their income position and costs, and in the identification and
implementation of income maximisation opportunities as well as cost reduction
where appropriate.
Responsible for development of financial policy and
procedures. Ensure promulgation and adherence.
7. Stakeholder Engagement
Act as the key finance point of contact for CEO and Board,
NHS commissioners, PCSE, NHS Pensions, regulators, external auditors, tax
advisors, and suppliers.
Attend key meetings to present financial performance,
insights, and recommendations.
