Job summary
This key role is responsible for the
development and effective operation of the finance and payroll functions of Solihull
Healthcare Partnership Group of Businesses.
We are seeking an experienced Finance Manager
to manage the financial aspects of Solihull Healthcare Partnership, our primary
care estates vehicle SHP Propco Limited and any future associated business
entities that the Partners may engage upon.
This includes managing accounts, resources and
budgets and contributing to our business success, development, and growth. The
key responsibilities include detailed financial accounting, maintaining systems
to ensure prompt and efficient payment for goods and services, ensuring income
is collected and maximised and the overall efficiency and financial performance
of the businesses are optimised to help SHP achieve its Vision, Values and Mission
Statement.
It is essential for the post holder to have
experience in financial record keeping and planning with excellent IT skills.
Previous experience of Xero (our accounting software) is preferable. The
individual must be honest, self-motivated and have excellent attention to
detail. As a member of the Business Management Team the individual will
comfortable leading by example and working with, educating, & training the
wider practice team.
Working closely with our GP Partnership Board and management team,
you will play an important part in shaping decisions and ensuring the
organisation remains financially strong and well governed.
Main duties of the job
- Have a general responsibility to contribute to the success of SHP through the good management of the groups finances.
- Being responsible for the day today financial and administrative processes and procedures, maintaining accurate systems and ensuring all financial functions and claims administration is carried out accurately and to deadline.
- Work to the aims and objectives as identified in the business development plan.
- Report regularly to the SHP Strategic Board to assist them in maintaining an effective, smooth running and viable organisation.
- Respond to day to day report requests and queries from staff and stakeholders.
- Demonstrate innovation and creativity and the ability to be proactive to the ever changing demands of Primary Care and the wider NHS environment.
- Ensure that SHP Group of Businesses operates in a profitable and cost-effective manner in keeping with the financial aspirations of the SHP Strategic Board.
- Provide managerial supervision, support and professional leadership to the finance team.
- Maximise income.
- Minimise expenditure.
- Process income and expenditure information via XERO accounting systems and other IT software used by SHP.
- Oversee contact with and responding to requests from stakeholders, other team members and associated healthcare agencies and providers.
About us
SHP are a Solihull based partnership looking after over 56,000 patients and operating out of 7 sites. This
role provides an opportunity to join a large forward thinking organisation whose vision is to be the most
respected Primary Care provider in the West Midlands.
Through our centralised back-office functions, our systems are organised so we can concentrate on
healthcare and not administration. Our practices place great value on teaching, training and mentorship
within the team.SHP Vision Statement: To provide person-centred care at the heart of the community.
Mission Statement:
Solihull Healthcare Partnership aims to be the provider of choice in delivering holistic care to our neighbourhood.
Honest - We practice and encourage open and honest communication, acting with integrity in all that we do.
Excellence - We strive to achieve the highest standards in the care we deliver
and enable our team to create an environment that encourages excellence.
Accountable - We take personal and collective responsibility for our actions and the way we deliver care.
Respectful - We engage with our team, our patients and our community with respect, providing kind and compassionate person-centred care.
Transformational - We are committed to continually improving our standards, working with the community, being responsive and adapting to the changing needs of the neighbourhood
Job description
Job responsibilities
- Oversee contact with and responding to requests from stakeholders, other team members and associated healthcare agencies and providers.
- Cash-flow monitoring and forecasting.
- Manage bank accounts.
- Maintain petty cash.
- Reconciling finance accounts and direct debits.
- Facilitate pensions management.
- Invoice for services.
- Liaising with the group accountants and bankers.
- File and retrieve paperwork both manually and electronically.
- Take messages and pass on information where necessary.
- Attend meetings and present reports to varied audiences.
- Implement the financial decisions of the SHP Strategic Board.
- Ensure the Companies meet all statutory and legal requirements concerning financial management.
- Being responsible for all aspects of PCN related income and ARRS staff facilitating the paperwork and payments related to the same. working with the senior management team and SHP Strategic Board.
- Managing effective systems for the monthly cross-charge to SHP Propco to manage the estates income expenditure on Xero between SHP and SHP Propco and any third party leases and SLAs in place for occupation of premises.
- Ensuring costs related to the upkeep of the building, equipment and staff are carefully monitored, agreed, and budgeted.
- Ensuring that effective financial controls are in place and processes are adhered to.
- Documenting and having an awareness of all Partnership/Propco Ltd contracts with respect to their term, payment obligations and termination clauses.
- Supporting the SMT and SHP Strategic Board in reporting financial performance, concerns, and opportunities to the Partners through the preparation of ad hoc and monthly financial reports.
- Accurately monitoring cash flow, forecasting, and predicting workflow corresponding to income.
Management duties and responsibilities:
- Participate in meetings as required.
- Monitor staff timetables within the finance team to ensure adequate cover.
- Provide managerial supervision, support and professional leadership.
- Oversee Information and Management Technology.
- Undertake annual staff appraisals and personal development plans for your team.
- Apply policies, standards and guidance.
- Participate in the recruitment and selection process.
- Monitor staff records in line with protocol.
Business responsibilities
Act as a positive role model.
Maintain ethos and culture of SHP.
Positively promote SHP.
Undertake budgeting and financial management activities to ensure rationalisation of resources.
Develop enhanced and extended services to grow the professional offerings of the business.
Attend in-house governance, educational and staff meetings as appropriate.
Help plan, develop and support the introduction of new working processes to optimise quality.
Manage, supervise and train staff to attain optimum performance.
Schedule staff effectively and communicate, direct and delegate to ensure that all employees operate as an effective team.
Build and maintain relationships with other healthcare professionals, including GPs, GP surgery personnel, care home personnel, NHS England personnel etc.
Help to maintain financial hygiene control measures.
Job description
Job responsibilities
- Oversee contact with and responding to requests from stakeholders, other team members and associated healthcare agencies and providers.
- Cash-flow monitoring and forecasting.
- Manage bank accounts.
- Maintain petty cash.
- Reconciling finance accounts and direct debits.
- Facilitate pensions management.
- Invoice for services.
- Liaising with the group accountants and bankers.
- File and retrieve paperwork both manually and electronically.
- Take messages and pass on information where necessary.
- Attend meetings and present reports to varied audiences.
- Implement the financial decisions of the SHP Strategic Board.
- Ensure the Companies meet all statutory and legal requirements concerning financial management.
- Being responsible for all aspects of PCN related income and ARRS staff facilitating the paperwork and payments related to the same. working with the senior management team and SHP Strategic Board.
- Managing effective systems for the monthly cross-charge to SHP Propco to manage the estates income expenditure on Xero between SHP and SHP Propco and any third party leases and SLAs in place for occupation of premises.
- Ensuring costs related to the upkeep of the building, equipment and staff are carefully monitored, agreed, and budgeted.
- Ensuring that effective financial controls are in place and processes are adhered to.
- Documenting and having an awareness of all Partnership/Propco Ltd contracts with respect to their term, payment obligations and termination clauses.
- Supporting the SMT and SHP Strategic Board in reporting financial performance, concerns, and opportunities to the Partners through the preparation of ad hoc and monthly financial reports.
- Accurately monitoring cash flow, forecasting, and predicting workflow corresponding to income.
Management duties and responsibilities:
- Participate in meetings as required.
- Monitor staff timetables within the finance team to ensure adequate cover.
- Provide managerial supervision, support and professional leadership.
- Oversee Information and Management Technology.
- Undertake annual staff appraisals and personal development plans for your team.
- Apply policies, standards and guidance.
- Participate in the recruitment and selection process.
- Monitor staff records in line with protocol.
Business responsibilities
Act as a positive role model.
Maintain ethos and culture of SHP.
Positively promote SHP.
Undertake budgeting and financial management activities to ensure rationalisation of resources.
Develop enhanced and extended services to grow the professional offerings of the business.
Attend in-house governance, educational and staff meetings as appropriate.
Help plan, develop and support the introduction of new working processes to optimise quality.
Manage, supervise and train staff to attain optimum performance.
Schedule staff effectively and communicate, direct and delegate to ensure that all employees operate as an effective team.
Build and maintain relationships with other healthcare professionals, including GPs, GP surgery personnel, care home personnel, NHS England personnel etc.
Help to maintain financial hygiene control measures.
Person Specification
Qualifications
Essential
- Educated to degree level in healthcare or business
- Excellent standard of education with excellent literacy and numeracy skills
- AAT accounting qualification or equivalent
Experience
Essential
- Significant experience of managing accounts
- Experience of successfully developing and implementing projects
- Ability to use financial IT systems
Desirable
- Experience of working in a healthcare setting
- Experience of health and safety requirements and needs within a small business
- Experience of chairing meetings, producing agendas and minutes
- Experience of managing costs for NHS organisations
Other
Essential
- Disclosure Barring Service (DBS) check
- Occupational Health clearance
Knowledge and skills
Essential
- In-depth knowledge of financial planning and forecasting
- Ability to maintain financial information systems
- Ability to perform analysis and produce reports
- Excellent communication skills
- Competent in the use of MS Office and Outlook
- Problem solver with the ability to process information accurately and effectively, interpreting data as required
- Ability to use own initiative, discretion, and sensitivity
- Able to get along with people from all backgrounds and communities, respecting lifestyles and diversity
- Ability to work as a team member and autonomously
- Sensitive and empathetic in distressing situations
- Experience of performance management, including appraisal writing, staff development and disciplinary procedures
- Ability to exploit and negotiate opportunities to enhance service delivery
- Strategic thinker with a solutions-focused approach
- Effective time management (planning and organising)
- Good organisational skills
- Ability to effectively utilise resources
- Punctual and committed to supporting the team effort
- High levels of integrity and loyalty
- Ability to network and build relationships
- Flexible, cooperative and motivated
- Confident, assertive and resilient
- Ability to drive and deliver change effectively
- Ability to use initiative and judgement
- Ability to motivate teams, enhance morale and maintain a positive working environment, including team-building sessions
- Understanding of safeguarding adults and children
- Proven problem-solving and analytical skills
- Demonstrate personal accountability, emotional resilience and the ability to work well under pressure
- Ability to work to key policies and procedures
Person Specification
Qualifications
Essential
- Educated to degree level in healthcare or business
- Excellent standard of education with excellent literacy and numeracy skills
- AAT accounting qualification or equivalent
Experience
Essential
- Significant experience of managing accounts
- Experience of successfully developing and implementing projects
- Ability to use financial IT systems
Desirable
- Experience of working in a healthcare setting
- Experience of health and safety requirements and needs within a small business
- Experience of chairing meetings, producing agendas and minutes
- Experience of managing costs for NHS organisations
Other
Essential
- Disclosure Barring Service (DBS) check
- Occupational Health clearance
Knowledge and skills
Essential
- In-depth knowledge of financial planning and forecasting
- Ability to maintain financial information systems
- Ability to perform analysis and produce reports
- Excellent communication skills
- Competent in the use of MS Office and Outlook
- Problem solver with the ability to process information accurately and effectively, interpreting data as required
- Ability to use own initiative, discretion, and sensitivity
- Able to get along with people from all backgrounds and communities, respecting lifestyles and diversity
- Ability to work as a team member and autonomously
- Sensitive and empathetic in distressing situations
- Experience of performance management, including appraisal writing, staff development and disciplinary procedures
- Ability to exploit and negotiate opportunities to enhance service delivery
- Strategic thinker with a solutions-focused approach
- Effective time management (planning and organising)
- Good organisational skills
- Ability to effectively utilise resources
- Punctual and committed to supporting the team effort
- High levels of integrity and loyalty
- Ability to network and build relationships
- Flexible, cooperative and motivated
- Confident, assertive and resilient
- Ability to drive and deliver change effectively
- Ability to use initiative and judgement
- Ability to motivate teams, enhance morale and maintain a positive working environment, including team-building sessions
- Understanding of safeguarding adults and children
- Proven problem-solving and analytical skills
- Demonstrate personal accountability, emotional resilience and the ability to work well under pressure
- Ability to work to key policies and procedures
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.
