Job summary
The Finance Administrator
will be highly organised, numerically driven, detail-oriented and have a good
background in finance. They will play a crucial role in managing financial
records, ensuring accurate data entry. The post holder will be proficient in Xero
accounting software and have a strong understanding of financial processes. They
should also have experience and knowledge of VAT and partial exemption for
medical practices.
This part time role is for 17 hour per week and reports to the practice manager. We are happy to support flexible and home/hybrid working.
Main duties of the job
- Maintain and update financial records using Xero
- Perform data entry tasks with a high level of accuracy and attention to detail
- Manage and maintain Xero account package
- Manage accounts receivable and payable in a timely manner, ensuring unpaid invoices are chased up
- Bank statement reconciliation
- Banking
- Make claims to PCN, ICB, GP Federation and other stakeholders
- Keep records of invoices and tax payments
- Proactively chase up debtors
- Manage the practices liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Payroll Admin prepared for accountants to manage the payroll.
- Liaison with accountant and assist in preparation of annual year end accounts reports
About us
Also known as the Capital of the Wolds,
Driffield is a thriving market town and a national centre for agriculture,
annually holding one of the largest agricultural shows in Britain.
The Park
Surgery, located close to the town centre, is a 15,000 patient,
purpose-built,dispensing practice with 3 GP partners and 53 members of staff
and a good CQC rating. We also have a branch surgery in the picturesque village
of Nafferton. We are lucky to have a multidisciplinary clinical team with a
culture of staff development and a focus on teaching. We are a teaching
practice with a number of GP registrars, Foundation 2 doctors and strong ties
with the local medical school. The Practice is part of the Wolds and Coast PCN.
Job description
Job responsibilities
Main responsibilities:
- Maintain and update financial records using Xero
- Perform data entry tasks with a high level of accuracy and attention to detail
- Manage and maintain Xero account package
- Manage accounts receivable and payable in a timely manner, ensuring unpaid invoices are chased up
- Bank statement reconciliation
- Banking
- Make claims to PCN, ICB, GP Federation and other stakeholders
- Keep records of invoices and tax payments
- Proactively chase up debtors
- Manage the practices liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Payroll Admin prepared for accountants to manage the payroll.
- Liaison with accountant and assist in preparation of annual year end accounts reports
- Any other associated finance and accounting tasks
Responsibilities
- Create and update spreadsheets of daily transactions
- Manage accounts receivable and payable
- Review and process reimbursements
- Maintain reports on financial metrics, including investments, return on assets and growth rates
- Keep records of invoices and tax payments
- Manage companys liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Participate in payroll processes
Job description
Job responsibilities
Main responsibilities:
- Maintain and update financial records using Xero
- Perform data entry tasks with a high level of accuracy and attention to detail
- Manage and maintain Xero account package
- Manage accounts receivable and payable in a timely manner, ensuring unpaid invoices are chased up
- Bank statement reconciliation
- Banking
- Make claims to PCN, ICB, GP Federation and other stakeholders
- Keep records of invoices and tax payments
- Proactively chase up debtors
- Manage the practices liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Payroll Admin prepared for accountants to manage the payroll.
- Liaison with accountant and assist in preparation of annual year end accounts reports
- Any other associated finance and accounting tasks
Responsibilities
- Create and update spreadsheets of daily transactions
- Manage accounts receivable and payable
- Review and process reimbursements
- Maintain reports on financial metrics, including investments, return on assets and growth rates
- Keep records of invoices and tax payments
- Manage companys liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Participate in payroll processes
Person Specification
Experience
Essential
- Proven work experience as a Finance Administrator,Finance Assistantor similar role
- Hands-on experience with Xero
- knowledge of MS Excel
- Good understanding of bookkeeping procedures
- Time-management and organisation skills
- Confidentiality
- Experience of VAT and partial exemption in medical practices
Desirable
- Experience in General Practice
- Understanding of General Practice Finance
Qualifications
Essential
- Finance or accountancy qualification
Person Specification
Experience
Essential
- Proven work experience as a Finance Administrator,Finance Assistantor similar role
- Hands-on experience with Xero
- knowledge of MS Excel
- Good understanding of bookkeeping procedures
- Time-management and organisation skills
- Confidentiality
- Experience of VAT and partial exemption in medical practices
Desirable
- Experience in General Practice
- Understanding of General Practice Finance
Qualifications
Essential
- Finance or accountancy qualification
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.
