Job summary
Are you an experienced Finance Manager looking for
an opportunity to work with an ambitious, forward-thinking practice that is
keen to nurture and develop talent?
We are seeking to recruit a committed and motivated
Finance Manager who would like to join our friendly and diverse practice team.
We are a high achieving, PMS practice, committed to providing the highest
quality of care for our 18,000+ patients. We are also a growing practice, one
that is keen to attract candidates who can help maximise the opportunities from
an increasing patient list size.
Main duties of the job
- Produce and reconcile monthly management accounts for the practice.
- Monitor budgets and produce Budget v Actuals by department and review with Budget holders on a regular basis.
- Forecast all staffing costs, Locum, income and expenditure for full year and maintain on a monthly basis.
- Reconcile bank accounts
- Monitor and reconcile funded income and expenditure from various sources, EG
- Monitor all contract payments from: NHS England, ICB, and any other external clients
- Liaise with NHS England & the ICB regarding queries with income relating to the contract and all additional items such as enhanced services and superannuation & AVC contributions (fees and allowances overview) Work with Ops manager
- Ensure accurate pay details/budget codes are maintained by HR and Payroll to enable accurate Finance reporting
- To work with the Operations Manager to ensure appropriate contributions to the practice pension scheme(s) in liaison with the payroll provider & reconcile pension contributions against balance sheet.
- Prepare claims for GP Training/Trainees and ensure correct reimbursements are received
- Prepare year end records for prompt submission to the practice accountant
- Liaise with the practice accountant, bank, creditors and debtors.
- Ensuring compliance with financial regulations and industry-specific requirements
- Monitor Ring Fenced monies on a rolling basis
About us
We operate as one team from three sites across a 3-mile
radius (Edgeley, Shaw Heath and Great Moor). We are
central to the PCN, focussed on developing the opportunities to share resources
and workload across the practices and multi-disciplinary team.
We would be delighted to welcome successful applicants
to join our experienced and growing practice which includes:
7 Partners, 14 Salaried GPs, a highly skilled
nursing team which includes an ACP and team of Practice Nurses and Health Care Assistants,
a Practice Pharmacist. We work closely with our allied health professionals
including First Contact Practitioners, a Mental Health Nurse, Care Coordinators
and Social Prescribing Team. We work closely with our skilled and hardworking
non-clinical teams of managers, admin, and receptionists.
We also deliver a wide range of extended services,
including minor surgery, joint injections, family planning services and
vasectomies. We recognise the diverse
experience of our primary care workforce and are happy to support development
of an area of interest.
Interviews are expected to be held week commencing 24th February 2025
Job description
Job responsibilities
Main duties of the job
You will be responsible for the annual budgeting and forecasting process using effective financial modelling techniques to ensure that the financial position of the practice is closely monitored, and that accurate accounts are provided to senior management, budget holders and shareholders.
You will work closely with the Practice Business Manager and Operation Manager to ensure appropriate and accurate reporting of the practice finances.
Job responsibilities
- Produce and reconcile monthly management accounts for the practice.
- Monitor budgets and produce Budget v Actuals by department and review with Budget holders on a regular basis.
- Forecast all staffing costs, Locum, income and expenditure for full year and maintain on a monthly basis.
- Reconcile bank accounts
- Monitor and reconcile funded income and expenditure from various sources, EG
- Monitor all contract payments from: NHS England, ICB, and any other external clients
- Work with the Operations Manager to administer the claims invoicing process for all enhanced services, CQRS claims, room rentals, retainer and returner, supplier invoice, PCN and other external income
- Liaise with NHS England and the ICB regarding queries with income relating to the contract and all additional items such as enhanced services and superannuation & AVC contributions (fees and allowances overview) Work with Ops manager
- Ensure accurate pay details/budget codes are maintained by HR and Payroll to enable accurate Finance reporting
- To work with the Operations Manager to ensure appropriate contributions to the practice pension scheme(s) in liaison with the payroll provider and reconcile pension contributions against balance sheet.
- Prepare claims for GP Training/Trainees and ensure correct reimbursements are received
- Prepare year end records for prompt submission to the practice accountant
- Prepare any other mandatory financial requirements for the Company.
- Liaise with the practice accountant, bank, creditors and debtors.
- Working closely with the management team to provide financial insights
- Ensuring compliance with financial regulations and industry-specific requirements
- Monitor Ring Fenced monies on a rolling basis
- Any other duties as requested
ADDITIONAL INFORMATION
Health and Safety at Work Act
The post holder is required to take responsible care for the health and safety of him/herself and other persons who may be affected by his/her acts or omissions at work
Confidentiality
The post holder has a responsibility to comply with the Data Protection Act 1998 and Code of Practice on Confidentiality and Data Protection.
Equal Opportunities
SMG welcomes all persons without regard to age, ethnic or national origin, gender or sexual orientation, religion, lifestyle, presenting illness, marital or parental status or disability. We aim to provide a non-judgemental service at all times.
Other duties
The post holder will be required to undertake any other duties according to the needs of the Practice. This job description is not intended to be an exhaustive list of activities, but rather an outline of the main areas of responsibility. Any reasonable changes will be discussed and agreed with the post holder before any variations to the job description are made.
Person Specification
Essential Knowledge/Skills/ Aptitudes
Essential
- Effective verbal and written communication skills
- Computer literate with a good working knowledge of Microsoft Office, especially Microsoft Excel
- Ability to work under pressure and to meet deadlines
- Team working skills and ability to work on own initiative
- Flexible approach to work
- Understanding of the confidential nature of the work
- Significant experience of managing finances in a healthcare setting
Desirable
- Advanced knowledge of Excel
Qualifications
Essential
- Educated to A level standard or equivalent
- Intermediate level using Microsoft Word and Excel
- Association of Accounting Technicians (ATT) Qualification or equivalent relevant experience
Experience
Essential
- Experience in a financial environment
- Experience of producing financial reports and forecasts
- Reconciling and managing bank accounts
- Knowledge of accounts software
Desirable
- Understanding of funding streams in General Practice
- Previous payroll experience and understanding of NHS pensions
- Experience of Accounts software Xero
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.
Job description
Job responsibilities
Main duties of the job
You will be responsible for the annual budgeting and forecasting process using effective financial modelling techniques to ensure that the financial position of the practice is closely monitored, and that accurate accounts are provided to senior management, budget holders and shareholders.
You will work closely with the Practice Business Manager and Operation Manager to ensure appropriate and accurate reporting of the practice finances.
Job responsibilities
- Produce and reconcile monthly management accounts for the practice.
- Monitor budgets and produce Budget v Actuals by department and review with Budget holders on a regular basis.
- Forecast all staffing costs, Locum, income and expenditure for full year and maintain on a monthly basis.
- Reconcile bank accounts
- Monitor and reconcile funded income and expenditure from various sources, EG
- Monitor all contract payments from: NHS England, ICB, and any other external clients
- Work with the Operations Manager to administer the claims invoicing process for all enhanced services, CQRS claims, room rentals, retainer and returner, supplier invoice, PCN and other external income
- Liaise with NHS England and the ICB regarding queries with income relating to the contract and all additional items such as enhanced services and superannuation & AVC contributions (fees and allowances overview) Work with Ops manager
- Ensure accurate pay details/budget codes are maintained by HR and Payroll to enable accurate Finance reporting
- To work with the Operations Manager to ensure appropriate contributions to the practice pension scheme(s) in liaison with the payroll provider and reconcile pension contributions against balance sheet.
- Prepare claims for GP Training/Trainees and ensure correct reimbursements are received
- Prepare year end records for prompt submission to the practice accountant
- Prepare any other mandatory financial requirements for the Company.
- Liaise with the practice accountant, bank, creditors and debtors.
- Working closely with the management team to provide financial insights
- Ensuring compliance with financial regulations and industry-specific requirements
- Monitor Ring Fenced monies on a rolling basis
- Any other duties as requested
ADDITIONAL INFORMATION
Health and Safety at Work Act
The post holder is required to take responsible care for the health and safety of him/herself and other persons who may be affected by his/her acts or omissions at work
Confidentiality
The post holder has a responsibility to comply with the Data Protection Act 1998 and Code of Practice on Confidentiality and Data Protection.
Equal Opportunities
SMG welcomes all persons without regard to age, ethnic or national origin, gender or sexual orientation, religion, lifestyle, presenting illness, marital or parental status or disability. We aim to provide a non-judgemental service at all times.
Other duties
The post holder will be required to undertake any other duties according to the needs of the Practice. This job description is not intended to be an exhaustive list of activities, but rather an outline of the main areas of responsibility. Any reasonable changes will be discussed and agreed with the post holder before any variations to the job description are made.
Person Specification
Essential Knowledge/Skills/ Aptitudes
Essential
- Effective verbal and written communication skills
- Computer literate with a good working knowledge of Microsoft Office, especially Microsoft Excel
- Ability to work under pressure and to meet deadlines
- Team working skills and ability to work on own initiative
- Flexible approach to work
- Understanding of the confidential nature of the work
- Significant experience of managing finances in a healthcare setting
Desirable
- Advanced knowledge of Excel
Qualifications
Essential
- Educated to A level standard or equivalent
- Intermediate level using Microsoft Word and Excel
- Association of Accounting Technicians (ATT) Qualification or equivalent relevant experience
Experience
Essential
- Experience in a financial environment
- Experience of producing financial reports and forecasts
- Reconciling and managing bank accounts
- Knowledge of accounts software
Desirable
- Understanding of funding streams in General Practice
- Previous payroll experience and understanding of NHS pensions
- Experience of Accounts software Xero
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.
Person Specification
Essential Knowledge/Skills/Apitudes
Essential
- Effective verbal and written communication skills
- Computer literate with a good working knowledge of Microsoft Office, especially Microsoft Excel
- Ability to work under pressure and to meet deadlines
- Team working skills and ability to work on own initiative
- Flexible approach to work
- Understanding of the confidential nature of the work
- Significant experience of managing finances in a healthcare setting
Desirable
- Advanced knowledge of Excel
Qualifications
Essential
- Educated to A level standard or equivalent
- Intermediate level using Microsoft Word and Excel
- Association of Accounting Technicians (ATT) Qualification or equivalent relevant experience
Experience
Essential
- Experience in a financial environment
- Experience of producing financial reports and forecasts
- Reconciling and managing bank accounts
- Knowledge of accounts software
Desirable
- Understanding of funding streams in General Practice
- Previous payroll experience and understanding of NHS pensions
- Experience of Accounts software Xero
Person Specification
Essential Knowledge/Skills/Apitudes
Essential
- Effective verbal and written communication skills
- Computer literate with a good working knowledge of Microsoft Office, especially Microsoft Excel
- Ability to work under pressure and to meet deadlines
- Team working skills and ability to work on own initiative
- Flexible approach to work
- Understanding of the confidential nature of the work
- Significant experience of managing finances in a healthcare setting
Desirable
- Advanced knowledge of Excel
Qualifications
Essential
- Educated to A level standard or equivalent
- Intermediate level using Microsoft Word and Excel
- Association of Accounting Technicians (ATT) Qualification or equivalent relevant experience
Experience
Essential
- Experience in a financial environment
- Experience of producing financial reports and forecasts
- Reconciling and managing bank accounts
- Knowledge of accounts software
Desirable
- Understanding of funding streams in General Practice
- Previous payroll experience and understanding of NHS pensions
- Experience of Accounts software Xero
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.