Job responsibilities
Organisational Responsibilities
- Deputise for the Finance
Officer when required
- Maintaining and
increasing sources of income analysing and reporting on threats and
opportunities
- Support Finance
Officer in preparation of budget
Generate
reports for the Partners as required
Support
the Finance Officer in preparation of accounts
Submission
of claims
Operational Responsibilities
- Reconcile monthly bank
statement to Xero software.
- Prepare monthly,
quarterly and annual accounting reports
- Analyse income
generated through practice activity and address inconsistencies.
- Analyse monthly /
quarterly statements and reconcile statements every month
- The completion and
submission of all enhanced service claims, and other local incentive
schemes and ad hoc claims
- Support the Finance
Officer to reconcile information of the end of year data for the practice
accountants
- Raising invoices
- Processing of income
and expenditure information
- Maintaining a robust Record-keeping
system
- Purchase and Sales
Ledger processing
Posting
invoices
Maintaining
the Xero financials system
Support
operation of payroll
Stock
control and ordering
Chase
and resolve any financial issues
Working
with Xero
Navigate
payroll queries
Supplier
Bank Reconciliation and payment allocations
General
- Support the Finance
Officer and Senior Finance Manager as directed
- Attending to general
finance and payroll queries and escalating queries
- Working with the
finance team to organise Finance Sub Committee meetings including agendas,
minute taking.
- Working
collaboratively with HR & People team
- Attending Senior
Management Team meetings as and when directed
- Devise, organise and
maintain systems for ensuring adequate stocks of stationary ensuring best
value and limiting waste.
- Order equipment and
other items as instructed.
- Any additional tasks
as requested by Partners, Site Manager and Finance Manager.
- Any other ad hoc
duties as require
Health and Safety
- Employees have a legal
responsibility not to endanger themselves, fellow employees and others by
their individual acts or omissions. The post holder is required to comply
with the requirements of any policy or procedure issued in respect of
minimising the risk of injury or disease.
Data Protection and Confidentiality
- All employees are
subject to the requirements of the Data Protection Act 1998 and must
maintain strict confidentiality in respect of patient, client and staff
records.
Equality and Diversity
The
post-holder will support the equality and 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 feeling 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:
- 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.
Quality:
The
post-holder will strive to maintain quality within the practice and will;
- Alert other team
members to issues of quality and risk
- Assess own performance
and take accountability for own actions either directly or under
supervision.
- Contribute to the
effectiveness of the team by reflecting on own and team activities and
making suggestions on ways to improve and enhance the teams performance.
- Work effectively with
individuals in other agencies to meet patients needs.
- Effectively manage own
time, workload and resources.
Communication:
The
post-holder should recognize the importance of effective communication within
the team and will strive to:
- Communicate
effectively with other team members
- Communicate
effectively with patients and carers.
- Recognize peoples
needs for alternative methods of communication and respond accordingly.
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.
