Finance Manager

Job description

Job responsibilities

1. Job Role & Purpose

As a member of the Senior Management Team, the primary purpose of the role is to lead, support and manage the finance, procurement, and contracting services across the Group.

Working with the SCGP finance team you will be responsible for the day-to-day accounting and reporting of the Practice. Your role will be to assist with the timely and accurate preparation of monthly management accounts and yearly budgets.

Your role will be to assist in liaising with BDO Accountants (or whomever the Practice wish to employ to complete this service) for ensuring the Partnership Accounts and Partnership Tax Return is done in a time efficient and professional manner.

2. Key Duties & Responsibilities

To lead, support and implement all of the Groups financial systems and processes to ensure financial probity, accuracy and meet legislative and regulatory requirements.

To lead, support and implement the Groups procurement processes to ensure value for money and financial control.

To ensure that the Groups extracts maximum financial value from all of its contracts, including QOF, IIF, AARS, DES, LES, UO.

To ensure that all monies due to the Group are collected in a timely manner.

To ensure that all suppliers to the Group are paid in a timely manner.

To ensure that our financial system, Xero, is accurately maintained at all times.

To manage the Groups payroll and associated functions.

To arrange/ supervise monthly GMS journals in Xero

To set up the Partners Drawings using online banking on a monthly basis liaising with the GP Partner Finance Lead on the information to enable you to do this.

To promote value for money in the use of resources (e.g. workforce, buildings, technology) to maximise the benefits for patients

To create and present reports to identify results, trends, and financial forecasts

To lead, support and implement improvements to systems and processes

To collaborate with auditing services to ensure proper compliance with all regulations

To ensure that budgets are appropriately set and maintained, by leading and coordinating the annual budget setting process.

To possess strong analytical skills and the ability to effectively communicate complex finance issues to non-financial people.

To ensure the team are using efficient process and follow business protocols.

To lead, support and manage staff actively to ensure compliance with objectives and KPIs and deliver optimum performance.

To be comfortable and confident in managing people.

Any other duties required in line with this Job Description, as advised by the Chief Operating Officer.

3. Communication & Relationships

To be an active and engaged team player, supporting the wider SCGP is its aims and objectives.

To actively participate in team meetings.

To work with other teams across the organisation collaboratively to ensure a joined-up approach to our service delivery to patients.

4. Performance Standards

To lead by example and be a positive role model for the team.

To contribute actively and positively to Senior Management Team

To work collaboratively with Senior Management colleagues for the benefit of the Group

Demonstrate a positive attitude.

To deliver against your agreed objectives.

To actively engage in the appraisal process

To be honest and have integrity.

To follow all Group policies and procedures.

5. Confidentiality

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. Post-holders must adhere to the following principles:

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.

6. 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, the practice health & safety manual, and the practice infection control policy and published procedures. This will 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.

Actively reporting of health and safety hazards and infection hazards immediately when recognised.

Keeping own work areas and general / patient areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holders role.

Undertaking periodic infection control training (minimum annually).

Reporting potential risks identified.

7. Equality & 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.

8. Job Description Reviews

This job description is intended to provide an outline of the key tasks and responsibilities only. There may be other duties required of the post holder commensurate with their position. This description will be open to regular review and may be amended in the light of developing or changing services, or as part of an individual performance review process. All members of staff should be prepared to take on additional duties or relinquish existing duties in order to maintain the efficient running of the group.

Person Specification

Qualifications

Essential

• Educated to degree level or equivalent
• Relevant Finance qualification e.g. CA, ACA, CIMA, ACCA

Experience

Essential

• Experience of successfully managing teams to deliver business objectives
• Experience of business financial planning
• Experience of forecasting and budgeting
• Experience of interpreting and reporting of monthly financial results and recommending actions
• Experience of financial control and compliance
• Experience of public sector contracting

Desirable

• Xero Accounting Software Experience
• NHS Primary Care Finance Experience

Abilities and Competencies

Essential

• Capacity to plan and deliver against targets.
• Good written and verbal communication skills.
• Ability to analyse and interpret highly complex and/or sensitive information and to take decisive and practical action.
• Ability to extract business data from our various Finance systems into a Board friendly dashboard to identify areas whether improvement to performance can be achieved.
• Proven ability to present complex information in user friendly formats.
• Problem solving skills, including lateral thinking and ability to find creative solutions.
• The ability to resolve complex problems.
• People Management Skills
• Good team player

Employer details

Employer name

Sutton Coldfield Group Practice

Address

228 Lichfield Road

Sutton Coldfield

B74 2UE

Employer's website

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