Job summary
Battersea Healthcare is a GP
practice-owned community interest company and social enterprise set up to
provide quality healthcare for all the people of Wandsworth. We are looking for
an experienced Financial Assistant (Xero experience preferred) to ensure that all general finance duties and associated activities are
accurately maintained and delivered in accordance with company standards.
The
post holder will report into the Finance Manager and forms part of a small and effective finance team of 3.
At least 50% home working is expected at this time but this is ordinarily a Putney based office post.
Applicants
are required to note that this post includes NHS Pensions. Battersea Healthcare
CIC have their own sickness, redundancy and annual leave policies. Staff benefits include eye care vouchers and a paid day volunteering in a local preferred charity.
Main duties of the job
Educated
to GCSE level with finance admin experience (1 year plus)
A positive, can do attitude with the ability to lead staff to achieve organisational goals
Have excellent knowledge of Microsoft Packages including Excel, Word and Outlook
- Excellent communication skills both written and verbally
- Demonstrate the passion to add value and consistently provide a high level of service
About us
A small and agile, not for profit healthcare organisation with a very strong and supportive leadership team.
The work is predominantly transactional admin based but the Finance Team will meet with other colleagues on Microsoft Teams once per week to keep in touch with each other and wider organisational goals.
We are currently working from home more than 50% of our hours during this continued Covid 19 period in the UK.
Job description
Job responsibilities
Principal Duties and Responsibilities
Undertake all necessary bookkeeping and finance
duties including, but not limited to the following:
Booking keeping
- Processing
records on Xero
- Processing
all accounts receivable and payable on Xero (ingoing and outgoing
invoices)
- Bank
account reconciliations
- Reviewing
ledgers
- Monthly/quarterly
management reports
Banking
transactions
- Process payments for authorisation
via the banking portal e.g. BACS, CHPAS and faster payments
- Ensure all transactions are
accurately recorded and processed
- Escalate any issues to the Finance
Lead
Activity
reconciliation
- Ensure activity is appropriately
recorded and paid for the following contracts, but not limited to:
- Rapid Response
- Health & Social Care
Coordinator
- Diagnostics
- Quality
- Undertake any manual adjustments
(as required) ensuring an audit trail is in place
- Create payment files for authorised
activities
- Support the budget holder
identifying and resolving any anomalies
- Innovate any processes to harness
technology rather than manual procedures
- Produce accurate reports in the
agreed format as per the annual schedule
Queries
- Monitor and respond to the Finance
generic email inbox (or refer as required)
- Ensure any queries received are
dealt with efficiently and effectively
- Ensure that the Finance Team is
seen as a positive and supportive department to all enquirers
Other
- To support other team colleagues,
where required with extra duties as and when required.
Job description
Job responsibilities
Principal Duties and Responsibilities
Undertake all necessary bookkeeping and finance
duties including, but not limited to the following:
Booking keeping
- Processing
records on Xero
- Processing
all accounts receivable and payable on Xero (ingoing and outgoing
invoices)
- Bank
account reconciliations
- Reviewing
ledgers
- Monthly/quarterly
management reports
Banking
transactions
- Process payments for authorisation
via the banking portal e.g. BACS, CHPAS and faster payments
- Ensure all transactions are
accurately recorded and processed
- Escalate any issues to the Finance
Lead
Activity
reconciliation
- Ensure activity is appropriately
recorded and paid for the following contracts, but not limited to:
- Rapid Response
- Health & Social Care
Coordinator
- Diagnostics
- Quality
- Undertake any manual adjustments
(as required) ensuring an audit trail is in place
- Create payment files for authorised
activities
- Support the budget holder
identifying and resolving any anomalies
- Innovate any processes to harness
technology rather than manual procedures
- Produce accurate reports in the
agreed format as per the annual schedule
Queries
- Monitor and respond to the Finance
generic email inbox (or refer as required)
- Ensure any queries received are
dealt with efficiently and effectively
- Ensure that the Finance Team is
seen as a positive and supportive department to all enquirers
Other
- To support other team colleagues,
where required with extra duties as and when required.
Person Specification
Qualifications
Essential
- Educated to GCSE level or equivalent experience
Experience
Essential
- Solid bookkeeping experience
- Use of Xero Accountancy software
- Experience of working with management
- MS Excel (advance user)
- Working with sensitive information
- Producing high quality reports
- Excellent organisational and time management skills
- To have the ability to remain calm when working under pressure and work without close supervision.
- Excellent keyboard and accuracy skills with regard to data entry
- Good verbal and written communication skills.
- High level of attention to detail.
- Able to problem solve
- Multi-Tasking Skills
Desirable
- Solid bookkeeping experience, within a healthcare setting
- Xero certified
- Experience in a similar role
- Knowledge of Microsoft Word
- Knowledge of Microsoft Outlook
- Evidence of further education
- AAT or ICB certified
Other Factors
Essential
- Committed to the overall aims of Battersea Healthcare CIC.
- Committed to the provision of quality services
- A flexible, positive attitude to performing a wide range of duties
- Willing to develop/learn in the role.
- Fit to undertake the duties of the post.
- Ability to be flexible with regard to working hours
- Ability to work within a multi-cultural environment
Person Specification
Qualifications
Essential
- Educated to GCSE level or equivalent experience
Experience
Essential
- Solid bookkeeping experience
- Use of Xero Accountancy software
- Experience of working with management
- MS Excel (advance user)
- Working with sensitive information
- Producing high quality reports
- Excellent organisational and time management skills
- To have the ability to remain calm when working under pressure and work without close supervision.
- Excellent keyboard and accuracy skills with regard to data entry
- Good verbal and written communication skills.
- High level of attention to detail.
- Able to problem solve
- Multi-Tasking Skills
Desirable
- Solid bookkeeping experience, within a healthcare setting
- Xero certified
- Experience in a similar role
- Knowledge of Microsoft Word
- Knowledge of Microsoft Outlook
- Evidence of further education
- AAT or ICB certified
Other Factors
Essential
- Committed to the overall aims of Battersea Healthcare CIC.
- Committed to the provision of quality services
- A flexible, positive attitude to performing a wide range of duties
- Willing to develop/learn in the role.
- Fit to undertake the duties of the post.
- Ability to be flexible with regard to working hours
- Ability to work within a multi-cultural environment
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.
