Job summary
This is an exciting opportunity to join our senior leadership team at Oxford Terrace & Rawling Road Medical Group. You will work closely with the Practice Manager and the Finance Partner as well as the wider leadership team to ensure consistent achievement of financial performance and outcome targets.
The Finance Lead role is one that requires experience in a finance environment and ideally experience of working in general practice too. The ideal candidate will have excellent attention to detail and will be expected to lead on all aspects of finance for the practice. You will be a strong communicator and be able to present complex financial information in a way that ensures engagement and understanding.
Main duties of the job
Work flexible hours on occasion to suit the demands of the practice. To implement practice and team policies/procedures and propose changes to practices if necessary. IRIS Accounts System Maintaining Data Entry/Bank Reconciliation Keeping accurate and robust financial records in the finance drive, ensuring that invoices and remittance documents are saved in a timely manner in the relevant folders. Preparing and reconciling information required for end of year accounts Responsible for providing confidential finance support to the Practice Manager,Finance Partner and Executive Team, including the organisation of meetings/events. Deal with day-to-day finance queries and aim to resolve any problems, whilst using own initiative to ensure that urgent matters are dealt with proactively. Managing internal and external enquiries, sometimes difficult or sensitive, in a timely and appropriate manner. Providing and receiving complex and sensitive information, both verbal and written. Act as minute secretary for finance meetings with responsibility for preparation and distribution of papers, taking and transcribing of comprehensive and accurate minutes and ensuring that all relevant actions arising from meetings are dealt with as appropriate. Have knowledge of practice systems such as EMIS, IRIS, CQRS and SBS and accurately be able to enter/extract/amend information as appropriate in order to ensure the needs of the executive team are met.
About us
An exciting opportunity has arisen for a Finance Lead to join
our friendly and supportive two site practice working Monday-Friday 9am-5pm.
You will be joining a management team and a wider practice team
(including eight Partner GPs) who all value collaborative working, support each
other to provide high quality patient care & encourage getting the right
work-life balance.
The ideal candidate will relish the challenge of working in
general practice, communicating effectively with patients and colleagues,
working within a caring, forward-thinking organisation. We are looking for a
confident, caring, resilient individual with excellent communication skills. It
is essential that the new finance lead can ensure that the practice continues
to run smoothly, working closely with both sites and exploring opportunities
for collaborative working.
If you have experience of managing finances within a practice and
the drive, motivation, and commitment to fulfil the needs of this role, we want
to hear from you. In exchange we offer an attractive employment package, NHS
pension and opportunity for career development.
Job description
Job responsibilities
Job Title: Finance Lead
Qualification: As per person specification
Salary: Equivalent to Band 6 Afc
Reports to: Practice Manager
Hours: 9- 5pm Monday to Friday.
Job Summary:To act as the Finance Lead for the Practice Manager, Executive Team and FinancePartner managing the day to day finances of the practice. The post holder will be responsible for overseeing income and expenditure, administering payroll and NHS Pensions and producing budgets and forecasts as required. The post holder will produce data and reports for the weekly Finance Meetings and the monthly Partners Meeting.Principle Duties and Responsibilities Responsible for providing confidential finance support to the Practice Manager,Finance Partner and Executive Team, including the organisation of meetings/events. Deal with day-to-day finance queries and aim to resolve any problems, whilst using own initiative to ensure that urgent matters are dealt with proactively. Managing internal and external enquiries, sometimes difficult or sensitive, in a timely and appropriate manner. Providing and receiving complex and sensitive information, both verbal and written. Organise meetings, identifying and securing suitable facilities and ensuring that the needs of the attendees are met e.g. catering arrangements; disabled facilities. Act as minute secretary for finance meetings with responsibility for preparation and distribution of papers, taking and transcribing of comprehensive and accurate minutes and ensuring that all relevant actions arising from meetings are dealt with as appropriate. Have knowledge of practice systems such as EMIS, IRIS, CQRS and SBS and accurately be able to enter/extract/amend information as appropriate in order to ensure the needs of the executive team are met. Provide mutual support to the team during times of workload pressure. Deal independently with routine yet complex matters in a professional and prompt manner. Act as the executive teams representative in verbal and written communications with others, whether internal or external to the practice, promoting a professional image. Responsible for managing own workload and working independently or as part of a team; prioritising and organising workload to meet the demands of the role,
including typing, photocopying, organising meetings, meeting rooms and providing hospitality as required. Work flexible hours on occasion to suit the demands of the practice. To implement practice and team policies/procedures and propose changes to practices if necessary. IRIS Accounts System Maintaining Data Entry/Bank Reconciliation Keeping accurate and robust financial records in the finance drive, ensuring that invoices and remittance documents are saved in a timely manner in the relevant folders. Preparing and reconciling information required for end of year accounts Management of petty cash and record keeping associated with it. Payment of partners drawings and calculating profit shares and payouts as required. Ensuring that we are paying the most competitive prices for services and supplies(insurance, utilities, stationery and sundries etc). Renewing and terminating contracts as required and carrying out comparisons of suppliers on a regular basis.Bank Accounts Internet Banking for the practice bank accounts Ensure timely payment of invoices and suppliers and that remittance documents correspond with income received in the bank. Banking cash submitted for private services and reconciling the SUMup payments with the bank accounts. Responsible for company credit card Payroll and workforce Administering payroll using the IRIS Payroll Software Calculating adjustments in weekly working hours, cost of living and backdated payas required Setting up of attachment orders for employees Drawings Making payments to HMRC and liaising with them as required Completion of Office for National Statistics Surgery forms Updating and amending the workforce portal on a monthly basis to reflect changes in staffing/hours. Carrying out clinical DBS checks and ensuring they are kept up to date Providing support with employee relations meetings and assisting in recruitment and HR processes as required.Pensions and PCSE Pensions administration for NHS & NEST (Auto Enrolment) Processing Partners Superannuation Certificates Processing Partners Opt In/Out Forms (NHS Pension Scheme)depending on business need Processing Partners Opt In/Out Forms (NHS Pension Scheme) SD55 Annual NHS Pension submission AW8 Retirement Forms Confirming performers list, new salaried GP and new partner applications Approving locum A forms Claims Submitting locum claims for GP sickness Submitting Prescription Pricing Authority claims on a monthly basis Submitting maternity claims Submitting claims for water rates, council tax, wrist splints, ESR Submitting Enhanced Service Quarterly Claims CQRS Local, CQRS, Gateshead Council and CGL Processing staff mileage claims Registration Authority and IT1) As RA Agent, administer the RA system, grant and issue new smartcards.2) To troubleshoot smartcard access problems unlocking and re-issuing smartcards when necessary.3) To maintain the RA database and ensure smartcards for leavers are cancelled in a timely manner.4) To provide administrative support to the Quality and Contracts Manager and IG and IT Manager and contribute to RA audits.5) Set up of new starters for all IT, including EMIS, NHS mail and access to GP Network using the NECS portal.This is not an exhaustive list of tasks, the job description will be subject to change.
Job description
Job responsibilities
Job Title: Finance Lead
Qualification: As per person specification
Salary: Equivalent to Band 6 Afc
Reports to: Practice Manager
Hours: 9- 5pm Monday to Friday.
Job Summary:To act as the Finance Lead for the Practice Manager, Executive Team and FinancePartner managing the day to day finances of the practice. The post holder will be responsible for overseeing income and expenditure, administering payroll and NHS Pensions and producing budgets and forecasts as required. The post holder will produce data and reports for the weekly Finance Meetings and the monthly Partners Meeting.Principle Duties and Responsibilities Responsible for providing confidential finance support to the Practice Manager,Finance Partner and Executive Team, including the organisation of meetings/events. Deal with day-to-day finance queries and aim to resolve any problems, whilst using own initiative to ensure that urgent matters are dealt with proactively. Managing internal and external enquiries, sometimes difficult or sensitive, in a timely and appropriate manner. Providing and receiving complex and sensitive information, both verbal and written. Organise meetings, identifying and securing suitable facilities and ensuring that the needs of the attendees are met e.g. catering arrangements; disabled facilities. Act as minute secretary for finance meetings with responsibility for preparation and distribution of papers, taking and transcribing of comprehensive and accurate minutes and ensuring that all relevant actions arising from meetings are dealt with as appropriate. Have knowledge of practice systems such as EMIS, IRIS, CQRS and SBS and accurately be able to enter/extract/amend information as appropriate in order to ensure the needs of the executive team are met. Provide mutual support to the team during times of workload pressure. Deal independently with routine yet complex matters in a professional and prompt manner. Act as the executive teams representative in verbal and written communications with others, whether internal or external to the practice, promoting a professional image. Responsible for managing own workload and working independently or as part of a team; prioritising and organising workload to meet the demands of the role,
including typing, photocopying, organising meetings, meeting rooms and providing hospitality as required. Work flexible hours on occasion to suit the demands of the practice. To implement practice and team policies/procedures and propose changes to practices if necessary. IRIS Accounts System Maintaining Data Entry/Bank Reconciliation Keeping accurate and robust financial records in the finance drive, ensuring that invoices and remittance documents are saved in a timely manner in the relevant folders. Preparing and reconciling information required for end of year accounts Management of petty cash and record keeping associated with it. Payment of partners drawings and calculating profit shares and payouts as required. Ensuring that we are paying the most competitive prices for services and supplies(insurance, utilities, stationery and sundries etc). Renewing and terminating contracts as required and carrying out comparisons of suppliers on a regular basis.Bank Accounts Internet Banking for the practice bank accounts Ensure timely payment of invoices and suppliers and that remittance documents correspond with income received in the bank. Banking cash submitted for private services and reconciling the SUMup payments with the bank accounts. Responsible for company credit card Payroll and workforce Administering payroll using the IRIS Payroll Software Calculating adjustments in weekly working hours, cost of living and backdated payas required Setting up of attachment orders for employees Drawings Making payments to HMRC and liaising with them as required Completion of Office for National Statistics Surgery forms Updating and amending the workforce portal on a monthly basis to reflect changes in staffing/hours. Carrying out clinical DBS checks and ensuring they are kept up to date Providing support with employee relations meetings and assisting in recruitment and HR processes as required.Pensions and PCSE Pensions administration for NHS & NEST (Auto Enrolment) Processing Partners Superannuation Certificates Processing Partners Opt In/Out Forms (NHS Pension Scheme)depending on business need Processing Partners Opt In/Out Forms (NHS Pension Scheme) SD55 Annual NHS Pension submission AW8 Retirement Forms Confirming performers list, new salaried GP and new partner applications Approving locum A forms Claims Submitting locum claims for GP sickness Submitting Prescription Pricing Authority claims on a monthly basis Submitting maternity claims Submitting claims for water rates, council tax, wrist splints, ESR Submitting Enhanced Service Quarterly Claims CQRS Local, CQRS, Gateshead Council and CGL Processing staff mileage claims Registration Authority and IT1) As RA Agent, administer the RA system, grant and issue new smartcards.2) To troubleshoot smartcard access problems unlocking and re-issuing smartcards when necessary.3) To maintain the RA database and ensure smartcards for leavers are cancelled in a timely manner.4) To provide administrative support to the Quality and Contracts Manager and IG and IT Manager and contribute to RA audits.5) Set up of new starters for all IT, including EMIS, NHS mail and access to GP Network using the NECS portal.This is not an exhaustive list of tasks, the job description will be subject to change.
Person Specification
Skills
Essential
- Attention to detail and accuracy
- Ability to work to deadlines
- Good organisational skills and the ability to prioritise.
- Excellent IT skills, including Microsoft Office (Access, Outlook, Word, Excel,and PowerPoint) and ability to use other systems, as required.
- Ability to work flexibly to respond to changing service priorities.
- Ability to work individually and as part of a teamAbility to deal with all issues sensitively and in a confidential manner.
Desirable
- Analytical, report writing and presentation skills
Communication
Essential
- Ability to develop effective working relationships with stakeholders at all levels
- Excellent communication skills, both written and verbal
Personal Characteristics
Essential
- Ability to work on own initiative or under direction as required
- Organised and Methodical Reliable/conscientious
- Professional Manner Customer focused
- Willingness to learn
- Positive attitude and flexible to meet changing workload demands
- Ability to multitask
Knowledge
Essential
- Knowledge and understanding of HR processes
- Knowledge of Data Protection and its application to workforce information.
Desirable
- Knowledge of Finance Processes
- Thorough understanding of Workforce Information in the NHS Understanding of NHS Terms and Conditions of Service (Agenda for Change and Medical and Dental)
- Knowledge and understanding of the Registration Authority function
Experience
Essential
- Minimum four years experience working in an office environment using Microsoft Office including Word, Exceland Powerpoint Administrative experience in a busy,customer-focused environment
- Good working knowledge of administrative processes e.g.electronic filing systems and formatting documents/reports
- Experience of dealing with staff at all levels
- Experience of using a variety of computer packages and databases including excel and word at an advanced level
- Experience handling confidential information
Desirable
- Administrative experience in an HR and/or Finance environment
- Experience of project work and associated administration Awareness of guidance around Improving
Qualifications
Essential
- Educated to GCSE level or equivalent
- Evidence of CPD
- ECDL or equivalent practical experience
Desirable
- Customer Care Training
- Project Management Training or experience
- Certificate in Personnel Practice or equivalent
Person Specification
Skills
Essential
- Attention to detail and accuracy
- Ability to work to deadlines
- Good organisational skills and the ability to prioritise.
- Excellent IT skills, including Microsoft Office (Access, Outlook, Word, Excel,and PowerPoint) and ability to use other systems, as required.
- Ability to work flexibly to respond to changing service priorities.
- Ability to work individually and as part of a teamAbility to deal with all issues sensitively and in a confidential manner.
Desirable
- Analytical, report writing and presentation skills
Communication
Essential
- Ability to develop effective working relationships with stakeholders at all levels
- Excellent communication skills, both written and verbal
Personal Characteristics
Essential
- Ability to work on own initiative or under direction as required
- Organised and Methodical Reliable/conscientious
- Professional Manner Customer focused
- Willingness to learn
- Positive attitude and flexible to meet changing workload demands
- Ability to multitask
Knowledge
Essential
- Knowledge and understanding of HR processes
- Knowledge of Data Protection and its application to workforce information.
Desirable
- Knowledge of Finance Processes
- Thorough understanding of Workforce Information in the NHS Understanding of NHS Terms and Conditions of Service (Agenda for Change and Medical and Dental)
- Knowledge and understanding of the Registration Authority function
Experience
Essential
- Minimum four years experience working in an office environment using Microsoft Office including Word, Exceland Powerpoint Administrative experience in a busy,customer-focused environment
- Good working knowledge of administrative processes e.g.electronic filing systems and formatting documents/reports
- Experience of dealing with staff at all levels
- Experience of using a variety of computer packages and databases including excel and word at an advanced level
- Experience handling confidential information
Desirable
- Administrative experience in an HR and/or Finance environment
- Experience of project work and associated administration Awareness of guidance around Improving
Qualifications
Essential
- Educated to GCSE level or equivalent
- Evidence of CPD
- ECDL or equivalent practical experience
Desirable
- Customer Care Training
- Project Management Training or experience
- Certificate in Personnel Practice or equivalent
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.
