Job summary
We are looking for an accomplished Finance Manager to oversee the financial operations of Heartbeat Primary Care CIC. This comprises the distinct business operations of Heartbeat and Harewood Medical Practice. All aspects of the Job Description should be interpreted accordingly; delivering your duties predominantly on site and with regular attendance at both office bases, Northallerton and Catterick Garrison.
You will be responsible for financial planning, forecasting, budgeting, reporting, and ensuring compliance with relevant regulations. You will be supported by our excellent AAT level 4 newly qualified Finance Assistant and will work closely with our Executive Director and provide financial advice and guidance to a range of senior colleagues to support our delivery of high quality clinical services.
Together with the Executive Director you will report to and engage with our board on a regular basis. This role offers an exciting opportunity for a skilled finance professional to make a significant impact on the financial well-being of a leading healthcare organization.
Main duties of the job
The Finance Managers role is:
- to support the Executive Director and Board in developing and maintaining a financially sustainable business
- to effectively manage and develop accounts team members and the accounting function
- to support all colleagues on financial aspects of their roles
- to produce and present complete and accurate management accounts on a timely basis
- to provide financial forecasts and other financial information to support strategic decision making
- to provide contracted financial support to aligned Primary Care Networks
About us
Heartbeat Primary Care CIC is a dynamic and forward-thinking organization at the forefront of healthcare transformation. As a leading General Practice owned federation, we are committed to delivering high-quality patient-centred care through collaboration and innovation - including for patients on our own list at Harewood Medical Practice. We are currently seeking a dedicated and experienced Finance Manager to join our team and play a crucial role in shaping the financial strategy of our federation.
How to Apply:
If you are interested in joining us in this role then please submit your CV and a cover letter detailing your interest in working with us and how your skills and experience meet our needs, to nikki.mills2@nhs.net. The deadline for applications is 11:59pm on Friday16th February 2024 and first interviews are scheduled for Thursday 22 February 2024.
Job description
Job responsibilities
A
- Accounts team members and
the accounts function: effective management and development
B
- Management accounts and draft
financial accounts: timely production on a complete, accurate, reliable and
easy to understand basis
C
- Financial information and
support to colleagues
D
- Financial information and
briefings to the Executive Director and the non-executive Financial Director of
Heartbeat; and to the Business Manager and Clinical Lead of Harewood
E
- Standing Financial Instructions and Scheme of Delegation (SFI &
SoD): company-wide compliance
F
- Cash management and
working capital
G
- Payroll and pensions processing
and reporting
H
- PAYE/tax/pensions returns
in conjunction with the HR Officer, the payroll/pensions service provider and
the external accountant
I
- Budgets, forecasts and
cash flow forecasts: preparation on a comprehensive and realistic basis
J
- Contracted financial
support to aligned Primary Care Networks
K
- Financial records, assets
and insurances: organize and maintain
L
- Personal time/workload management
and relationships
Job description
Job responsibilities
A
- Accounts team members and
the accounts function: effective management and development
B
- Management accounts and draft
financial accounts: timely production on a complete, accurate, reliable and
easy to understand basis
C
- Financial information and
support to colleagues
D
- Financial information and
briefings to the Executive Director and the non-executive Financial Director of
Heartbeat; and to the Business Manager and Clinical Lead of Harewood
E
- Standing Financial Instructions and Scheme of Delegation (SFI &
SoD): company-wide compliance
F
- Cash management and
working capital
G
- Payroll and pensions processing
and reporting
H
- PAYE/tax/pensions returns
in conjunction with the HR Officer, the payroll/pensions service provider and
the external accountant
I
- Budgets, forecasts and
cash flow forecasts: preparation on a comprehensive and realistic basis
J
- Contracted financial
support to aligned Primary Care Networks
K
- Financial records, assets
and insurances: organize and maintain
L
- Personal time/workload management
and relationships
Person Specification
Qualifications
Essential
- Proven experience as a Finance Manager or in a similar role within the healthcare sector.
- Qualified accountant: professional accounting body qualification.
- Strong knowledge of financial regulations and accounting principles relevant to healthcare organisations, ideally Primary Care.
- Excellent analytical and problem-solving skills.
- Effective communication and leadership abilities.
- Proficient in financial software and Microsoft Office applications.
Experience
Essential
- Experience working positively and productively with a wide range of professional colleagues with varying levels of financial knowledge and ability.
- Significant experience of dealing successfully with a range of internal and external stakeholders.
- Experience of the design, continual development and improvement of accounting systems and business processes.
- Experience of successfully overseeing the assurance of and compliance with Standing Financial Instructions and Scheme of Delegation.
- Experience of providing financial leadership in a complex organisation with a range of diverse income & expenditure streams.
- Experience of using a range of Microsoft packages including Word and Excel to produce documents and reports.
- Experience of using Microsoft Excel formulas, functions, lookups, and pivot tables.
- Experience of supporting a range of staff, in managing workloads relating to financial responsibilities.
- Experience of delivering informal training e.g. supporting new staff members with using office systems and processes.
Desirable
- Experience working within the Primary Healthcare sector or working within or across a health or social care setting or an equivalent environment.
- Experience with use of Sage accounting software.
- Experience of payroll processing and specifically, the NHS Pension Scheme.
- Experience in delivering projects to pre-determined targets.
Disposition
Essential
- Able to prioritise own work, schedule and organise own time, sometimes managing conflicting priorities.
- Maintain resilience in the face of work pressures.
- Able to coordinate and schedule competing priorities for a range of staff and external partners.
- Have a strong commitment to team working and demonstrate excellent interpersonal team working skills.
- A pragmatic and intuitive approach to problem-solving.
- Attention to detail, in order to spot defects and areas of concern.
- Flexible approach to achieving the priorities of the role.
- Reliable and demonstrate an enthusiastic approach to a changing agenda.
- Ability to maintain confidentiality.
Skills and Aptitude
Essential
- Have a can-do attitude and enjoy developing solutions to any problems encountered.
- Ability to work effectively both as a team member and independently.
- Recognize when the limits of own competence are exceeded and able to identify how and from whom to seek support.
- Ability to manage multiple priorities under pressure, troubleshoot, and effectively balance meeting short and long-term deadlines.
- Excellent written and verbal communication skills.
- Able to produce clear written communication for a wide range of audiences.
- Able to quickly build productive working relationships with a wide range of people both within and outside of the organization.
- Ability to support unpredicted schedules.
Circumstances
Essential
- Able to meet Heartbeat's standards of attendance.
- Able to attend for work at both office bases: Northallerton and Catterick Garrison.
- Able to travel independently across the area when required.
Person Specification
Qualifications
Essential
- Proven experience as a Finance Manager or in a similar role within the healthcare sector.
- Qualified accountant: professional accounting body qualification.
- Strong knowledge of financial regulations and accounting principles relevant to healthcare organisations, ideally Primary Care.
- Excellent analytical and problem-solving skills.
- Effective communication and leadership abilities.
- Proficient in financial software and Microsoft Office applications.
Experience
Essential
- Experience working positively and productively with a wide range of professional colleagues with varying levels of financial knowledge and ability.
- Significant experience of dealing successfully with a range of internal and external stakeholders.
- Experience of the design, continual development and improvement of accounting systems and business processes.
- Experience of successfully overseeing the assurance of and compliance with Standing Financial Instructions and Scheme of Delegation.
- Experience of providing financial leadership in a complex organisation with a range of diverse income & expenditure streams.
- Experience of using a range of Microsoft packages including Word and Excel to produce documents and reports.
- Experience of using Microsoft Excel formulas, functions, lookups, and pivot tables.
- Experience of supporting a range of staff, in managing workloads relating to financial responsibilities.
- Experience of delivering informal training e.g. supporting new staff members with using office systems and processes.
Desirable
- Experience working within the Primary Healthcare sector or working within or across a health or social care setting or an equivalent environment.
- Experience with use of Sage accounting software.
- Experience of payroll processing and specifically, the NHS Pension Scheme.
- Experience in delivering projects to pre-determined targets.
Disposition
Essential
- Able to prioritise own work, schedule and organise own time, sometimes managing conflicting priorities.
- Maintain resilience in the face of work pressures.
- Able to coordinate and schedule competing priorities for a range of staff and external partners.
- Have a strong commitment to team working and demonstrate excellent interpersonal team working skills.
- A pragmatic and intuitive approach to problem-solving.
- Attention to detail, in order to spot defects and areas of concern.
- Flexible approach to achieving the priorities of the role.
- Reliable and demonstrate an enthusiastic approach to a changing agenda.
- Ability to maintain confidentiality.
Skills and Aptitude
Essential
- Have a can-do attitude and enjoy developing solutions to any problems encountered.
- Ability to work effectively both as a team member and independently.
- Recognize when the limits of own competence are exceeded and able to identify how and from whom to seek support.
- Ability to manage multiple priorities under pressure, troubleshoot, and effectively balance meeting short and long-term deadlines.
- Excellent written and verbal communication skills.
- Able to produce clear written communication for a wide range of audiences.
- Able to quickly build productive working relationships with a wide range of people both within and outside of the organization.
- Ability to support unpredicted schedules.
Circumstances
Essential
- Able to meet Heartbeat's standards of attendance.
- Able to attend for work at both office bases: Northallerton and Catterick Garrison.
- Able to travel independently across the area when required.
