Assistant Accountant

Job description

Job responsibilities

Finance

• Follow and suggest amendments to the published Financial Protocols

To be responsible for updating the accountancy software systems (Xero) to keep company accounts up to date. Ensuring the accurate processing of bills

• Send invoices for authorisation to the appropriate person.

• Reconcile the business bank accounts.

• To be responsible for the administration of online banking and seeking authorisation from the Director of Strategy and Performance (DS&P) and Finance Director (FD), as appropriate.

• To provide monthly reports containing information on income, expenditure and forecasting for the PGPA Board and Senior Management meetings, take any questions and address any issues.

• To audit and monitor the finance data and report anomalies to the FD.

• To administer and submit the company payroll monthly, complete the monthly spreadsheet and administer the journal entries.

• To help prepare annual PGPA reports and associated papers and disseminate, as directed.

• Periodically analyse costs utilising spreadsheets.

Communication

• Liaise effectively with the HR Manager, particularly in relation to workforce returns and requirements of the ARRS scheme

Communicate effectively with other team members.

• Communicate effectively with external agencies and organisations.

• Liaise with all key stakeholders in an appropriate manner.

• Attend meetings as requested and be an advocate of PGPA

• Communicate professionally personal workforce needs, challenges and training requirements and seek support from the DS&P, during challenging times.

Team Working

• Participate in a team approach to managing workload and commitments.

• Keep colleagues up to date on a continuous and systematic basis when applicable to their role.

• To help train new colleagues, as appropriate.

• Respect and consider colleagues opinions in an open and transparent manner.

• Be responsive, efficient, and effective when dealing with colleagues needs in supporting team working.

This role profile is not exhaustive, and you may be directed to complete other tasks according to the skills and requirements for individual roles. These duties will always be reasonable and deemed within the expectations of your position.

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.

In the performance of the duties outlined in this job description, the post-holder may have access to confidential information relating to patients, their carers, practice or staff information. All such information from any source is to be regarded as strictly confidential.

Information relating to patients, carers, colleagues, or the member practices may only be divulged to authorised persons in accordance with PGPA policies and procedures relating to confidentiality and the protection of personal and sensitive data, or under the guidance of your line manager.

Person Specification

Qualifications

Essential

• Association of Accounting Technicians (AAT) Member or part qualified accountant
• Educated to Degree level in a relevant subject or equivalent level of qualification or significant equivalent previous proven experience.

Skills Capabilities & Attributes

Essential

• Finance processes and administration
• Numerate
• Bookkeeping
• Company accounts administration
• IT skills and computer literacy
• Multitasking and time management
• Excellent communication, both written and oral
• Compiling and formatting documents, reports and spreadsheets
• Quality assurance, accuracy, and attention to detail
• Excellent interpersonal skills
• Numerate and technically competent
• Skills for communication on complex information and financial matters, requiring developed interpersonal and oral/ written communication skills.
• Ability to pull together comprehensive draft reports, data and letters.
• Excellent time management skills with the ability to re-prioritise.
• Ability to work without supervision.
• Able to work on own initiative, organising and prioritising own and other workloads to changing and often tight deadlines.

Experience

Essential

• Knowledge of administrative procedures, project management or information analysis.
• Basic knowledge of project principles.
• Commitment to continuing professional development
• Experience of using Xero accounting software and payroll systems
• Experience of administering a pension scheme is desirable
• Experience of working in an administration and financial environment
• Dealing with people in a client/customer environment
• Highly competent in the use of Microsoft Office

Personal Attributes

Essential

• Self-motivated, proactive, organised, and resourceful
• Willingness to help, ability to listen and take direction and suggest alternative approaches or ideas
• Ability to work under pressure and efficiency
• Good time management, with the ability to work accurately under pressure and pay attention to detail in a challenging and changing environment
• Awareness and observance of strict confidentiality and professionalism
• Able to collaborate with partner and stakeholder organisations and stakeholders
• Commitment to and focused on quality, promotes high standards in all they do.
• Values diversity and difference operates with integrity and openness.
• Works well with others, is positive and helpful, listens, involves, respects and learns from the contribution of others.
• Consistently looks to improve what they do, look for successful tried and tested ways of working, and seeks out innovation.
• Actively develops themselves and supports others to do the same.
• Understanding of and commitment to equality of opportunity and good working relationships.

Additional requirements

Essential

• To work flexible hours as necessary to meet the needs of the service.
• Committed to personal and professional development.
• Full UK Driving Licence and willing to travel to other sites.

Desirable

• Understanding of the NHS Long Term Plan and how this might impact on primary care

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.

Employer details

Employer name

Pennine GP Alliance

Address

C/O Spring Hall Medical Practice

173c Spring Hall Lane

Halifax

HX1 4JG

Employer's website

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