Job summary
The Coastal Partnership is seeking a Finance Manager to oversee the financial operations of our practice. Join our friendly and well-established team in the charming town of Wymondham, situated in the South Norfolk District.
We pride ourselves on being forward-thinking and innovative, providing traditional primary care services within a modern NHS framework. Based in Wymondham, nestled in the South Norfolk District, our practice serves a rural community.
Main duties of the job
The range of roles and duties our Finance Manager undertakes is wide and complex. You will oversee the financial operations of our organisation, working alongside the Partnership Business Manager . The list of responsibilities is divided into two areas: those you will execute and those you will supervise others to do.
About us
At The Coastal Partnership, were committed to empowering you to achieve your full potential, instilling confidence in your patient care and pride in your outcomes. While we are proud of our CQC good rating, we are constantly evolving to better serve our community. We are seeking individuals who share our vision for delivering high-quality primary care, regardless of where they are in their career journey. Led by our Partners and supported by a strong management team, our partnership operates across seven locations spanning three PCNs. We cater to a diverse range of demographics, from villages to towns and cities. Join us in shaping the future of healthcare delivery.
Job description
Job responsibilities
A key aspect of this role is providing exceptional financial service. You will be expected to handle financial inquiries and concerns with professionalism, ensuring that all financial matters are addressed promptly and appropriately. Additionally, you will keep stakeholders informed about financial processes, budget updates, and any unexpected financial developments, ensuring they feel informed and valued throughout their interactions with the finance department. Moreover, you will actively seek out and explore other financial funding streams to support the sustainability and growth of the organization.
Specific
responsibilities
- Ensure
that all income is recorded and claimed for when work is completed when
information is provided by the ICB or other bodies.
- Analyse
stock levels and dispensaries to ensure optimum financial performance and reduce
wastage.
- Oversee
financial department employees, including financial assistants and payroll.
Provide support and training where needed. Provide annual appraisals with
employees.
- Ensure
that all income claimed is received and allocated into the bank as soon as is
possible. Monitor and reconcile the sales ledger and private patient invoices.
-
Monitor
the recording of Purchase ledger invoices, pay suppliers, and reconcile the
purchase ledger accounts. Ensure posting to the correct general ledger code.
- Provide
full financial control and monitoring across all the 7 sites. Introduce
additional financial controls where gaps may appear.
- Ensure
all profit and loss and Balance sheet accounts are reconciled up to date
including fixed assets, bank, debtors, creditors, VAT and PAYE and Pension and
payroll accounts and current accounts.
- Provide
information to PCSE on pension estimates. Provide information to salaried GPs
as requested by them to help complete their type 2 certificates.
- Chase
PCSE pension GP type 1 partners certificates and PCSE errors via the PCSE
portal and escalate to complaints if required.
- Set
annual budgets for revenue and costs of staff and overheads. Where possible monitor actual costs are
against budget, with a clear understanding of variances arising to help with
further control of costs.
Job description
Job responsibilities
A key aspect of this role is providing exceptional financial service. You will be expected to handle financial inquiries and concerns with professionalism, ensuring that all financial matters are addressed promptly and appropriately. Additionally, you will keep stakeholders informed about financial processes, budget updates, and any unexpected financial developments, ensuring they feel informed and valued throughout their interactions with the finance department. Moreover, you will actively seek out and explore other financial funding streams to support the sustainability and growth of the organization.
Specific
responsibilities
- Ensure
that all income is recorded and claimed for when work is completed when
information is provided by the ICB or other bodies.
- Analyse
stock levels and dispensaries to ensure optimum financial performance and reduce
wastage.
- Oversee
financial department employees, including financial assistants and payroll.
Provide support and training where needed. Provide annual appraisals with
employees.
- Ensure
that all income claimed is received and allocated into the bank as soon as is
possible. Monitor and reconcile the sales ledger and private patient invoices.
-
Monitor
the recording of Purchase ledger invoices, pay suppliers, and reconcile the
purchase ledger accounts. Ensure posting to the correct general ledger code.
- Provide
full financial control and monitoring across all the 7 sites. Introduce
additional financial controls where gaps may appear.
- Ensure
all profit and loss and Balance sheet accounts are reconciled up to date
including fixed assets, bank, debtors, creditors, VAT and PAYE and Pension and
payroll accounts and current accounts.
- Provide
information to PCSE on pension estimates. Provide information to salaried GPs
as requested by them to help complete their type 2 certificates.
- Chase
PCSE pension GP type 1 partners certificates and PCSE errors via the PCSE
portal and escalate to complaints if required.
- Set
annual budgets for revenue and costs of staff and overheads. Where possible monitor actual costs are
against budget, with a clear understanding of variances arising to help with
further control of costs.
Person Specification
Qualifications
Essential
- Minimum AAT qualification at Level 3
- Sound experience of Microsoft Office, especially Excel
- Experience of using Sage Accounts
- Minimum of working 2 years in similar role
- Experience of working in Primary Care
- Ability to produce clear financial reports
Personal Qualities and Skills
Essential
- Effective organiser
- Excellent communication skills
- Ability to work within a team and autonomously.
- Good time management skills
- Self-motivated with a high degree of personal integrity
- Ability to maintain strict confidentiality
- Professional calm and efficient manner
- Willing to engage with and learn from peers, other Professionals, and colleagues in the desire to provide or support the most appropriate interventions
- Ability to work on own initiative, managing a varied workload to tight and often changing timescales
- Provide, receive, and manage complex, sensitive, or contentious information
- Ability to respond to sudden unexpected demands
Person Specification
Qualifications
Essential
- Minimum AAT qualification at Level 3
- Sound experience of Microsoft Office, especially Excel
- Experience of using Sage Accounts
- Minimum of working 2 years in similar role
- Experience of working in Primary Care
- Ability to produce clear financial reports
Personal Qualities and Skills
Essential
- Effective organiser
- Excellent communication skills
- Ability to work within a team and autonomously.
- Good time management skills
- Self-motivated with a high degree of personal integrity
- Ability to maintain strict confidentiality
- Professional calm and efficient manner
- Willing to engage with and learn from peers, other Professionals, and colleagues in the desire to provide or support the most appropriate interventions
- Ability to work on own initiative, managing a varied workload to tight and often changing timescales
- Provide, receive, and manage complex, sensitive, or contentious information
- Ability to respond to sudden unexpected demands
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).
