Finance Assistant

Job description

Job responsibilities

The post holder will assist the Practice Manager to;

• Manage practice budgets and seek to maximise income.
• Manage practice accounts including transfer of funding to Shrewsbury PCN accounts; submit year-end figures promptly and liaise with the practice accountant.
• Monitor cash-flow, prepare regular forecasts and reports to the partners.
• Manage bank accounts; negotiate/liaise with the practice bankers.
• Monitor income and expenditure statements and purchase/sales ledger transactions and oversee the Operations Finance Manager with monthly bookkeeping and bank reconciliation.
• Manage partners drawings and equalisation payments.
• Liaise with practice payroll company and ensure appropriate information is provided in order that staff payroll and pension records are maintained and updated accordingly.
• Monitor PAYE and Pensions for practice staff and maintain appropriate records in partnership with practice payroll company.
• Manage appropriate systems for handling and recording of cash and cheques and petty cash.
• Manage cost rent reimbursements including 3 yearly cost rent reviews, maximising potential income.
• Work with the Quality Manager regarding claims (CQRS and LCS).
• Manage and oversee all purchasing.

Ensure invoices are paid within the given time frame.

Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues, informing the Practice Manager as required.

Collaborative Working

All staff are to recognise the significance of collaborative working. Teamwork is essential in multidisciplinary environments. Effective communication is essential, and all staff must ensure they communicate in a manner which enables the sharing of information in an appropriate manner.

Communication:

The post-holder will:

• Communicate effectively with other team members.

Confidentiality

In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential.

Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

Contribution to the implementation of services:

The post-holder will:

• Apply practice policies, standards, and guidance.
• Discuss with other members of the team how the policies, standards and guidelines will affect own work.
• Participate in audit where appropriate.

Health & Safety

The post-holder will:

Assist in promoting and maintaining their own and others health, safety and security as defined in the Practice Health & Safety Policy, to include:

Using personal security systems within the workplace according to Practice guidelines

Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks.

Making effective use of training to update knowledge and skills.

Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards

Reporting potential risks identified

Equality and Diversity

The post-holder will:

Support the equality, diversity and rights of patients, carers, and colleagues, to include:

Acting in a way that recognises the importance of peoples rights, interpreting them in a way that is consistent with Practice procedures and policies, and current legislation.

• Respecting the privacy, dignity, needs and beliefs of patients, carers, and colleagues.
• Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

Person Specification

Experience

Essential

• Experience of maintaining financial information systems

Desirable

• Experience of working in a healthcare setting
• Experience of primary care/running costs for NHS organisations
• Experience of data analysis and the production of reports

Qualifications

Essential

• Excellent standard of education with excellent literacy and numeracy skills
• AAT accounting qualification

Desirable

• Educated to degree level in healthcare or business

Skills and Personal Qualities

Essential

• Ability to exploit and negotiate opportunities to enhance service delivery
• Strong IT skills Microsoft Office
• Strategic thinker and negotiator
• Excellent communication skills (written, oral and presenting)
• Effective time management (planning and organising)
• Ability to network and build relationships
• Proven problem-solving and analytical skills
• Polite and confident
• Flexible and co-operative
• Excellent interpersonal skills
• Motivated and proactive
• Ability to use initiative and judgement
• High levels of integrity and loyalty
• Disclosure Barring Service (DBS) check
• Maintain confidentiality at all times
• Full UK driving licence

Desirable

• EMIS/SystmOne/Vision user skills

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 Beeches Medical Practice

Address

1 Beeches Road

Bayston Hill

Shrewsbury

Shropshire

SY3 0PF

Employer's website

https://www.thebeechesmedicalpractice.co.uk/ (Opens in a new tab)