Finance Assistant SY Primary Care Workforce and Training Hub

Job description

Job responsibilities

The role will work within the Primary Care Doncaster Finance Team and will closely support both the Finance and PCWTH Teams.

Key Responsibilities:

The key responsibilities of the role are:

Ensuring external funding is claimed and logged using the current processes.

Chasing any late external payments

Liaising with external stakeholders and financial managers across SY

Creating, sending and following up of invoices

Providing reporting of current hub financial position to the training hub director and project leads

Liaising with practice managers around available funding and queries around invoices

Working with the PCD finance team to ensure training hub finances are accurate

Collect and enter data for various financial spreadsheets

Be the first port of call for queries around invoices and payments to practices for training hub work

Attend meetings with PCD and PCWTH to ensure knowledge of the work-streams

Suggest changes or improvements of current systems/processes

Supporting the hub communications agenda and playing an active role in promoting the work of the hub.

Adhere to PCDs financial policies and procedures

Support the PCD Corporate and Finance Teams with general clerical and administration duties as required during times of annual leave, sickness and other absence

Effective filing of meeting papers and commercial documents

Agenda coordination and minute taking of meetings as required

Answer incoming telephone calls, redirecting where appropriate, taking and passing on messages

Delivering excellent customer service at all times

Ensure the timely passage of information and respond to enquiries from staff, agencies and the public in a courteous efficient manner

• To represent the company with internal and external stakeholders, to communicate and develop relationships in accordance with the companys ethos and values
• Promote the organisation through collaboration with external agencies, attending such meetings as appropriate
• Prioritise own workload appropriately, referring any concerns to the relevant manager in a timely manner

Carry out any other duties appropriate to the role as may be delegated

Person Specification

Qualifications

Essential

• GCSE Maths grade 5 or above
• Working towards Accountancy/Business qualification or equivalent experience of business/finance
• Working in a finance role or having financial element to previous role that is demonstrable
• Experience of invoicing
• Using spreadsheet to record financial information
• Reporting of financial information
• Understanding financial documents

Desirable

• Professional qualification in finance, accounting, business, or a related field
• Experience with using Xero or other accounting system
• Experience using banking systems

Experience

Essential

• Problem solving skills
• Ability to analyse and interpret information
• Working knowledge of Microsoft Office with intermediate keyboard skills
• Clear communicator with good writing skills
• Excellent organisational skills, able to plan and manage demanding workload with competing priorities
• Ability to follow policy and procedure
• Able to report both on paper and verbally to meetings around finances
• To be able to provide timely information when asked in the most appropriate format
• Able to work in a systematic way, working with spreadsheets and data in different formats

Disposition/ Attitudes

Essential

• Ability to work under pressure to tight and often changing deadlines
• Able to work on own initiative
• Flexible approach to work and able to adapt to change and uncertainty
• Ability to maintain confidentiality and trust
• Commitment to continuing professional development
• Good time keeping

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

Primary Care Doncaster Ltd

Address

Oak Tree Lodge Tickhill Road Hospital

Balby

Doncaster

South Yorkshire

DN4 8QN

Employer's website

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