Finance Officer

Job responsibilities

Trafalgar Medical Group Practice is looking for a Finance Officer to work closely with the Practice Senior Management Team and the Business Support team to provide finance and accounting support to the Practice. Ensuring practice profitability and finance efficiency for the Practice.

Main Responsibilities

• To ensure practice accounts are managed, monitored, and reconciled and all financial claims are made in an effective and efficient manner.
• Understand and report on the financial implications of contract and legislation changes.

• Assist with the management of the Practice accounts.

• Prepare documentation for the accountant so that they can produce end of year accounts

• Assist with the management and reconciliation of the bank accounts.

• Monitor and reconcile income and expenditure.

• Process payments, invoices, income and receipts and maintaining records whilst ensuring that all is recorded accurately in the practice accounting system (currently QUICKBOOKS)

• Working with the Business Support Team process payroll payment and doing monthly checks with the Practice Business Manager and HR Manager

• Manage appropriate systems for handling and recording of cash and cheques and petty cash.

• Develop and produce monthly financial statements including cash, profit and loss as well as balance sheets for the Partners, Business Manager and Accountants

• In support of the Business Support team and Business Manager manage and process employee expense claims

• Monitor bank and credit card balances

• Handle both internal and external finance or cash flow related queries.

• Support the Business Manager in the management and administration of the Practices NHS Pension and NEST membership. Ensuring that auto enrolment legislation is met.

• Engage in administrative support to enhance practice income from Local and National enhanced services i.e. QOF (Quality Outcomes Framework) and ECF (Enhanced Commissioning Framework).

Confidentiality

Ensure and promote confidentiality throughout all aspects of your duties.

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately.

In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients and their carers, 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.

Ensure compliance with the GDPR, Caldicott and IG policies within the practice.

Safeguarding

Understand and apply Practice policies that supports the identification of vulnerable and abused children and adults. Raise and report any concerns to the Operations Manager or the Safeguarding Lead for the Practice.

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 recognizes 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.

Personal/Professional Development:

The post-holder will participate in any training programme implemented by the Practice as part of this employment, such training to include:

Completion of mandatory training in line with the practice induction policy and to ensure CQC compliance

Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development.

Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work.

Previous primary care finance experience would be an advantage but is not essential and we will consider applications from candidates whose background will also provide suitable experience and qualifications.

Hours are negotiable, but a minimum of 3 days/week (approx. 24hrs/week) will be required.

Salary - Competitive, subject to qualifications and experience.

Experience

Essential

• IT literate including experience MS Word and Excel. Above average knowledge of the use of Excel
• Practical experience of computerised recording/book keeping systems
• Finance/Budget/Cashflow Management
• Experience of using QuickBooks/Zero/Sage or equivalent
• Competent with the use of a variety of windows-based software and windows / network environment.
• Experience of liaising with external organisation

Desirable

• Recent and previous experience of working in an NHS/Primary Care environment.

Communication

Essential

• Effective communication and interpersonal skills.
• Ability to communicate professionally at all times with professional colleagues and patients.
• Skills for communicating complex information and administrative matters, requiring highly developed interpersonal and oral/written communication skills. Ability to pull together comprehensive draft reports, data and letters.
• Maintain confidentiality.

Approach

Essential

• Client Focused
• Responsive and flexible.
• Achieving Results
• Proactive.
• Willingness to enhance personal development.
• Self motivated.
• Working Together
• Assertive, honest and open.
• Ability to communicate effectively with other disciplines and agencies.
• Good sickness record.

Desirable

• Evidence of job stability (e.g. < 3 employers in last 10 years).

Qualifications

Essential

• Good standard of general education.
• Finance/Accountancy qualification or equivalent

Desirable

• Educated to degree level

Skills

Essential

• Ability to prioritise and manage time effectively.
• Ability to work both independently and within a team.
• Excellent interpersonal skills.
• Evidence of the ability to grasp new concepts and work on a self-directed basis.

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).