Job summary
Downend
Health Group has an exciting opportunity for a Finance Lead/Bookkeeper to join
our corporate services team reporting to
the Executive Business Manager. You will take a lead responsibility for the financial
transactions and reconciliations of the Practice to ensure high levels of
accuracy and standards of financial probity. The role will require circa 30 hours per week.
You
will need to have a dedication to numerical accuracy and strong financial
governance and have excellent interpersonal/communication skills. The post includes an attractive salary, pension scheme, and
opportunities for development.
You
will join a friendly and supportive practice team, and you will be able to develop your financial skills and really
make the role your own. Experience of working in a
primary care setting is advantageous but not essential as training will be provided
to the successful candidate.
The team at Downend Health
Group look after just under 30,000 patients, within two surgery locations
located a short walk apart, and under a single partnership. We currently have a team of 20 doctors who
are working with Paramedics, Clinical Pharmacists and a dedicated team of Nurses
and Healthcare Assistants.
We particularly welcome
informal visits to the practice, if you are interested in finding out more, please
email:
Chris Brookes Executive Business Manager chris.brookes2@nhs.net
Main duties of the job
The post-holder will support the Executive Manager in
the upkeep of the practice accounts and take responsibility for the practices bookkeeping.
About us
Downend Health Group was formed in 2018 due to the
merger of two well established practices located in the suburbs of Bristol, The
Willow Surgery and Christchurch Family Medical Centre. The Group operates from
two purpose-built premises located less than a mile apart and situated close to
Page Park, Staple Hill.
This excellent
facility offers patients a family friendly service with efficient and easy
access to a highly trained team of health care professionals. The medical team
comprises GPs, clinical pharmacists, paramedics, nurses and phlebotomists.
The surgery provides modern healthcare services and
both buildings offer a calm, welcoming environment for patients, with enhanced
and pleasant working conditions for clinicians and staff. The GPs are
enthusiastic about the capacity their premises provide as they can offer
services to the wider community, including acupuncture and mental health.
We have also until recently been operating as a COVID Vaccination
Centre from our Christchurch premises.
Currently, we provide extended hour surgeries 7.15am
to 6.45pm from Monday to Friday. We are currently closed on a Saturday and
Sunday, but this could change in the future.
We provide a programme of in-house education and
are a teaching and training practice. We are also approved to take GP retainers
and to teach medical students.
We use EMIS Web and electronic prescribing. We also
use Docman scanning software to allow efficient scanning and letter management
across both sites.
Job description
Job responsibilities
Core Responsibilities
- Financial Management
- Maximising Income and minimising Expenditure
- Reconciliation of income from various sources and understanding claiming processes.
- Annual budget setting (or assisting with budget setting as appropriate).
- Production of a monthly financial report to include monitoring against budget.
- Processing of income and expenditure information on the practice accounts system.
- Record-keeping, Cash-flow monitoring.
- Purchase and Sales Ledger processing
- Liaise with the Practice Accountant and provide end of year information, as requested.
- Manage and reconcile bank accounts; liaise with the Practice bankers.
- Manage appropriate systems for recording and banking of cash / cheques / petty cash.
- Management and reconciliation of credit card expenditure
- Manage HMRC Payments (PAYE and VAT)
- Manage Systems for claims and reimbursements e.g., maternity and sick leave and other reimbursements e.g., water / rates / CQC / PCN ARR
- Prepare and submit VAT returns
- Manage ad hoc income streams e.g., GP Fellowship / GP Retainers as required
- Ensure systems are in place for invoicing private consulting rooms
- Ensure systems are in place for paying the GPs for private work
- Ensure systems are in place to pay locum GPs
- Ensure systems are in place to chase up bad debts
- Manage Partners drawings with assistance of accountants
- Ensure systems in place to pay property mortgages
- Provide support within the Practice with regard to NHS Pensions (joining / leaving / retiring from the Pension scheme) / NEST pension administration
- Submit annual and ad hoc pension updates to PCSE
- Provide support to the areas of private income and medical indemnity.
Financial Leadership
- Play a lead role in managing the finance function i.e. leading individuals supporting the purchase and sales invoicing
Job description
Job responsibilities
Core Responsibilities
- Financial Management
- Maximising Income and minimising Expenditure
- Reconciliation of income from various sources and understanding claiming processes.
- Annual budget setting (or assisting with budget setting as appropriate).
- Production of a monthly financial report to include monitoring against budget.
- Processing of income and expenditure information on the practice accounts system.
- Record-keeping, Cash-flow monitoring.
- Purchase and Sales Ledger processing
- Liaise with the Practice Accountant and provide end of year information, as requested.
- Manage and reconcile bank accounts; liaise with the Practice bankers.
- Manage appropriate systems for recording and banking of cash / cheques / petty cash.
- Management and reconciliation of credit card expenditure
- Manage HMRC Payments (PAYE and VAT)
- Manage Systems for claims and reimbursements e.g., maternity and sick leave and other reimbursements e.g., water / rates / CQC / PCN ARR
- Prepare and submit VAT returns
- Manage ad hoc income streams e.g., GP Fellowship / GP Retainers as required
- Ensure systems are in place for invoicing private consulting rooms
- Ensure systems are in place for paying the GPs for private work
- Ensure systems are in place to pay locum GPs
- Ensure systems are in place to chase up bad debts
- Manage Partners drawings with assistance of accountants
- Ensure systems in place to pay property mortgages
- Provide support within the Practice with regard to NHS Pensions (joining / leaving / retiring from the Pension scheme) / NEST pension administration
- Submit annual and ad hoc pension updates to PCSE
- Provide support to the areas of private income and medical indemnity.
Financial Leadership
- Play a lead role in managing the finance function i.e. leading individuals supporting the purchase and sales invoicing
Person Specification
Qualifications
Essential
- GCSE grade A to C in English and Maths
- Finance/Bookkeeping qualification or appetite to work towards e.g. AAT
Experience
Essential
- Experience of Quick books, or a similar bookkeeping system
- Experience of detailed numerical reconciliations
Desirable
- Experience of working with a multi-skilled team
- Experience of working in Primary Care
Skills and Capabilities
Essential
- Excellent communication and interpersonal skills
- Good personal organisation, used to meeting deadlines
- Good keyboard and computer skills
- Thoroughness and Accuracy
- Understanding and adherence to the need for strict confidentiality
- Ability to work without direct supervision and determine own workload priorities and those of others in the team
- Ability to multi-task, especially under pressure
- Flexibility of working hours on occasion to ensure deadlines are met
- Ability to use Microsoft programmes (especially MS Word and Excel)
Person Specification
Qualifications
Essential
- GCSE grade A to C in English and Maths
- Finance/Bookkeeping qualification or appetite to work towards e.g. AAT
Experience
Essential
- Experience of Quick books, or a similar bookkeeping system
- Experience of detailed numerical reconciliations
Desirable
- Experience of working with a multi-skilled team
- Experience of working in Primary Care
Skills and Capabilities
Essential
- Excellent communication and interpersonal skills
- Good personal organisation, used to meeting deadlines
- Good keyboard and computer skills
- Thoroughness and Accuracy
- Understanding and adherence to the need for strict confidentiality
- Ability to work without direct supervision and determine own workload priorities and those of others in the team
- Ability to multi-task, especially under pressure
- Flexibility of working hours on occasion to ensure deadlines are met
- Ability to use Microsoft programmes (especially MS Word and Excel)
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).
Additional information
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).
