Job summary
JOB TITLE:Finance Officer
DEPARTMENT:Finance
LOCATION:Trust Primary Care Limited
HOURS:Up to Full time (37.5 hours per week). Part time applications considered.
ACCOUNTABLE TO:Finance Manager
SALARY LEVEL:£27,000 (FTE) per annum with annual review
Main duties of the job
Trust Primary Care Limited (TPC) is a member organisation supporting and working together with 16 GP practices to deliver effective primary care services at scale. The role will support these various services run by the Federation, including specific finance work, and standing financial responsibilities for all services. The ideal candidate will assist the Finance Manager and Chief Operating Officer in maintaining robust processes and ensure compliance with all relevant procedures and policies.
As part of our growing Corporate Team, the role will provide a high quality and efficient financial service to the company and its members, acting with integrity and confidentiality. You will also support the HR team with some business-critical cross cover, as needed.
You will work within all relevant company policies and procedural guidelines and to agreed company standards and protocols, referring to the Finance Manager for support with non-routine enquiries and other matters.
About us
Trust Primary Care Ltd (TPC) is a federation of 16 local GP practices located in and around Bradford.Our mission is to shape the future of primary care, delivering the highest quality healthcare services to the people of Bradford, providing local access points for a developing range of core and non-core services.
Our NHS is changing. At TPC, we are working together to meet the challenges of providing high quality primary care services alongside this evolving care landscape.
Each member practice retains total independence whilst collaborating in the further development of local primary care services. The objective is to put our patients at the heart of everything we do, maximising available resources and skills to ensure we provide a relevant and responsive service designed around what people really need.
TPC is all about sustaining excellence in primary care in the long-term to the benefit of all our user groups.
Check out our website - https://www.trustprimarycare.co.uk
Job description
Job responsibilities
PRIMARY DUTIES AND AREAS OF RESPONSIBILITIES
PRIMARY DUTIES FINANCE
- Day to day electronic accounting matters and queries including the operation of Xero accounting system.
- Invoicing maintain records and keep up with invoicing on a regular basis.
- Chase up nonpayment of invoices monthly.
- Day to day queries as they arise.
- Collate and input monthly pay information onto the payroll system.
- Responsible for entering new staff members onto the pension scheme (online).
- Accounts bank and credit card reconciliations as appropriate.
- Checking and paying of invoices providing finance manager with detailed list of payments set up at the bank for authorisation.
- Payroll supporting the Finance Manager and HR staff to ensure accurate payroll information is collated and added to the payroll software.
- Liaising with HR staff to ensure accurate sickness records are kept and ensure there is consistency in applying company sick pay policy.
- Balancing year end finance matters in responsible areas
- Liaising with Accountant, Banks and any other agencies regarding Trust Primary Care matters as appropriate.
- Supporting the Finance Manager to develop and deliver finance services to TPC members.
PRIMARY DUTIES ADMINISTRATION
- Financial Administrative duties as required by the Finance Manager.
- HR administrative duties as required by the HR Manager to provide service cross-cover.
- Filing if required.
- Photocopying if required.
- Preparation of tables/documents/posters using Microsoft Office.
- Deal with incoming/outgoing mail when required.
- Working as a member of the Finance team you will be expected to cover for holidays/sickness/meeting targets as the needs arise.
KEY ROLE MANAGE/LEAD SELF/OTHERS
- Participates in the development, monitoring and evaluation of service delivery within the practice.
- Promotes effective communication and relationships within the team.
- Actively participates in practice meetings as required.
- Develops own knowledge and skills to meet objectives/changes in service.
- Willing to demonstrate own activities and company procedures within own capability.
- To share information skills and experience with team members.
- To listen and be open to the views of others.
- To work effectively with other colleagues.
ADDITIONAL REQUIREMENTS
- To attend training sessions and to undertake job specific training as required by the needs of the business.
- To participate in the training of other members of the practice team as appropriate.
- Carry out such additional duties as may be reasonably required in line with changing business and service needs.
- Participate in Personal Development Interviews in matching organisational aims with personal objectives
- Take responsibility for the Health and Safety of themselves and others in the working environment and to be aware of all safety procedures including the fire procedures
Job description
Job responsibilities
PRIMARY DUTIES AND AREAS OF RESPONSIBILITIES
PRIMARY DUTIES FINANCE
- Day to day electronic accounting matters and queries including the operation of Xero accounting system.
- Invoicing maintain records and keep up with invoicing on a regular basis.
- Chase up nonpayment of invoices monthly.
- Day to day queries as they arise.
- Collate and input monthly pay information onto the payroll system.
- Responsible for entering new staff members onto the pension scheme (online).
- Accounts bank and credit card reconciliations as appropriate.
- Checking and paying of invoices providing finance manager with detailed list of payments set up at the bank for authorisation.
- Payroll supporting the Finance Manager and HR staff to ensure accurate payroll information is collated and added to the payroll software.
- Liaising with HR staff to ensure accurate sickness records are kept and ensure there is consistency in applying company sick pay policy.
- Balancing year end finance matters in responsible areas
- Liaising with Accountant, Banks and any other agencies regarding Trust Primary Care matters as appropriate.
- Supporting the Finance Manager to develop and deliver finance services to TPC members.
PRIMARY DUTIES ADMINISTRATION
- Financial Administrative duties as required by the Finance Manager.
- HR administrative duties as required by the HR Manager to provide service cross-cover.
- Filing if required.
- Photocopying if required.
- Preparation of tables/documents/posters using Microsoft Office.
- Deal with incoming/outgoing mail when required.
- Working as a member of the Finance team you will be expected to cover for holidays/sickness/meeting targets as the needs arise.
KEY ROLE MANAGE/LEAD SELF/OTHERS
- Participates in the development, monitoring and evaluation of service delivery within the practice.
- Promotes effective communication and relationships within the team.
- Actively participates in practice meetings as required.
- Develops own knowledge and skills to meet objectives/changes in service.
- Willing to demonstrate own activities and company procedures within own capability.
- To share information skills and experience with team members.
- To listen and be open to the views of others.
- To work effectively with other colleagues.
ADDITIONAL REQUIREMENTS
- To attend training sessions and to undertake job specific training as required by the needs of the business.
- To participate in the training of other members of the practice team as appropriate.
- Carry out such additional duties as may be reasonably required in line with changing business and service needs.
- Participate in Personal Development Interviews in matching organisational aims with personal objectives
- Take responsibility for the Health and Safety of themselves and others in the working environment and to be aware of all safety procedures including the fire procedures
Person Specification
Planning And Organisational Skills
Essential
- Able to prioritise workload
Qualifications
Essential
- Educated to minimum grade C GCSE level
Desirable
- Additional qualifications relevant to the post
Analytical And Judgemental Skills
Essential
- Able to work with large quantities of data
- Able to work either as part of a team or alone
- Able to act on initiative when necessary
- Able to produce accurate management information as required
Practical And Intellectual Skills
Essential
- Excellent telephone manner
- Good communication skills
- Able to follow instructions
- Able to produce accurate information in a timely manner
Mental And Emotional Effort
Essential
- Able to work alone as well as in team environment
- Able to work under pressure and to tight deadlines.
Experience
Essential
- Knowledge of Microsoft Office suite
- Knowledge of Xero accounts package/similar online accounting system
- Experience including:
- - Bringing accounts to trial balance
- - Monthly and End of year reconciliations
Desirable
- Knowledge of using a payroll system
- Payroll experience
- Experience of working in a health care or other public sector setting
Physical Skills
Essential
Desirable
Person Specification
Planning And Organisational Skills
Essential
- Able to prioritise workload
Qualifications
Essential
- Educated to minimum grade C GCSE level
Desirable
- Additional qualifications relevant to the post
Analytical And Judgemental Skills
Essential
- Able to work with large quantities of data
- Able to work either as part of a team or alone
- Able to act on initiative when necessary
- Able to produce accurate management information as required
Practical And Intellectual Skills
Essential
- Excellent telephone manner
- Good communication skills
- Able to follow instructions
- Able to produce accurate information in a timely manner
Mental And Emotional Effort
Essential
- Able to work alone as well as in team environment
- Able to work under pressure and to tight deadlines.
Experience
Essential
- Knowledge of Microsoft Office suite
- Knowledge of Xero accounts package/similar online accounting system
- Experience including:
- - Bringing accounts to trial balance
- - Monthly and End of year reconciliations
Desirable
- Knowledge of using a payroll system
- Payroll experience
- Experience of working in a health care or other public sector setting
Physical Skills
Essential
Desirable
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.
