Job summary
The role is to manage and coordinate
all aspects of organisation finances, optimising efficiency and financial
performance, ensuring the organisation achieves its long-term strategic
objectives whilst maximising income and reducing expenditure.
Main duties of the job
Oversee recording all income and expenditure
using Sage Line 50 accountancy software package. Perform monthly and annual routines. Prepare accounts to trial balance stage at
year end.
Prepare a monthly VAT return and ensure it is
submitted to HMRC within the required time frames.
Prepare and maintain an annual practice budget
and forecast and present to partners each month
Oversee monthly PMS statements to ensure
expected payments are received. Raise complaints with PCSE and track as
required
Reconcile monies received from patients for
prescription fees to PPA statement monthly
Review income received each month for ES and
compare with prior year to identify changes. Ensure any changes are as expected
Oversee and complete the payroll including pensions each month
Work with the accountants to ensure partners
drawings are at a level which will minimise the need for cash input by any
partner at account equalisation
Liaise and maintain good relationships with
external agencies i.e. Accountants, Bank, NHS NYY or other agencies as
appropriate.
Maintain and update personal knowledge of
general practitioner finance and HMRC regulations
Provide financial data, statistics, business
case or models for the Practice Manager as required
Provide finance support for PCN as directed by
Practice Manager
Attend
and actively participate in practice management meetings
Accurately
monitor cash flow, forecast and predict workflow corresponding to income
About us
he Practice is located in Whitby and has a branch site in Robin Hoods Bay. We have around 13,500 patients.
Currently there are 3 partners supported by a team of several salaried GP's, Advanced Care Practitioners, several nurse prescribers and Practice Nurses, HCA's, Pharmacists, Pharmacy technicians, a dispensing team, care coordinators and a committed admin and management team.
We are a training practice that works with Hull and York Medical School and currently support Year 4 medical students, GP Registrars and F2's.
We have been rated Good by CQC and are a consistently high QOF achieving practice.
Our clinicians have meetings built into the rota daily for half an hour to be able to discuss any ongoing cases and ask questions of colleagues.
The practice is a very desirable place to work with a relaxed and pleasant atmosphere. It is very important to the partners that this is maintained and developed.
There is a good social aspect to the team and we always have a Christmas party and a summer BBQ with several events in between.
Job description
Job responsibilities
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 and their carers, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential
- Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data
- Staff are required to sign a Practice Confidentiality Agreement
Equality and Diversity
The post holder will co-operate with all policies and procedures designed to ensure equality of employment. Co-workers, residents, and visitors must be treated equally irrespective of gender, ethnic origin, age, disability, sexual orientation or religion.
Health and Safety Responsibility
It is the responsibility of the individual to work in compliance with all current health and safety legislation and the Practice Health and Safety policies and to attend any training requirements both statutory and mandatory in line with the practices legal responsibility to comply with the Health & Safety and Welfare at Work Act 1974.
Personal/Professional Development:
The post-holder will participate in any training programme implemented by the Practice as part of this employment, such training to include:
- Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development
- Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work
Quality:
The post-holder will strive to maintain quality within the Practice, and will:
- Alert other team members to issues of quality and risk
- Assess own performance and take accountability for own actions, either directly or under supervision
- Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance
- Work effectively with individuals in other agencies to meet patients needs
- Effectively manage own time, workload and resources
Communication:
The post-holder should recognize the importance of effective communication within the team and will strive to:
- Communicate effectively with other team members
- Communicate effectively with patients and carers
- Recognize peoples needs for alternative methods of communication and respond accordingly
Contribution to the Implementation of Services:
The post-holder will:
- Apply Practice policies, standards and guidance
- Discuss with other members of the team how the policies, standards and guidelines will affect own work
- Participate in audit where appropriate
Safeguarding:
Safeguarding responsibilities are clearly defined for employees of the practice in the safeguarding policy, failure to adhere to this policy and procedures could lead to dismissal and/or constitute gross misconduct.
Job description
Job responsibilities
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 and their carers, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential
- Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data
- Staff are required to sign a Practice Confidentiality Agreement
Equality and Diversity
The post holder will co-operate with all policies and procedures designed to ensure equality of employment. Co-workers, residents, and visitors must be treated equally irrespective of gender, ethnic origin, age, disability, sexual orientation or religion.
Health and Safety Responsibility
It is the responsibility of the individual to work in compliance with all current health and safety legislation and the Practice Health and Safety policies and to attend any training requirements both statutory and mandatory in line with the practices legal responsibility to comply with the Health & Safety and Welfare at Work Act 1974.
Personal/Professional Development:
The post-holder will participate in any training programme implemented by the Practice as part of this employment, such training to include:
- Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development
- Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work
Quality:
The post-holder will strive to maintain quality within the Practice, and will:
- Alert other team members to issues of quality and risk
- Assess own performance and take accountability for own actions, either directly or under supervision
- Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance
- Work effectively with individuals in other agencies to meet patients needs
- Effectively manage own time, workload and resources
Communication:
The post-holder should recognize the importance of effective communication within the team and will strive to:
- Communicate effectively with other team members
- Communicate effectively with patients and carers
- Recognize peoples needs for alternative methods of communication and respond accordingly
Contribution to the Implementation of Services:
The post-holder will:
- Apply Practice policies, standards and guidance
- Discuss with other members of the team how the policies, standards and guidelines will affect own work
- Participate in audit where appropriate
Safeguarding:
Safeguarding responsibilities are clearly defined for employees of the practice in the safeguarding policy, failure to adhere to this policy and procedures could lead to dismissal and/or constitute gross misconduct.
Person Specification
Personal Qualities
Essential
- Polite and confident
- Flexible and co-operative
- Excellent interpersonal skills
- Motivated and proactive
- Ability to use initiative and judgement
- Forward thinker with a solutions-focused approach
- High levels of integrity and loyalty
- Ability to work under pressure
- Confident, assertive and resilient
- Ability to drive and deliver change effectively
- Ability to motivate teams, enhance morale and maintain a positive working environment, including team-building sessions
Qualifications
Essential
- Professional Accountancy Qualification or equivalent senior experience
- Post qualification experience
- Evidence of continued professional development - e.g. NHS Finance Personal Portfolio
Desirable
- Demonstrable experience in management accounting including costing
- Education to degree level or equivalent work-based experience
- Evidence of continued professional development - e.g. NHS Finance Personal Portfolio
Skills
Essential
- Ability to exploit and negotiate opportunities to enhance service delivery
- Excellent communication skills (written, oral and presenting)
- Excellent leadership skills
- Strong IT skills
- Strategic thinker and negotiator
- Ability to prioritise and work to tight deadlines in a fast-paced environment
- Effective time management (planning and organising)
- Ability to network and build relationships
- Proven problem-solving and analytical skills
- Ability to develop, implement and embed policy and procedure
- Ability to motivate and train staff
Experience
Essential
- Experience of working with the general public
- Experience of managing accounts
- Experience of maintaining financial information systems
- Experience of successfully developing and implementing projects
- Experience of using a financial IT system
- Experience of financial planning and forecasting
- Experience of workforce planning, forecasting and development
Desirable
- Experience of primary care/running costs for NHS organisations
- Experience of chairing meetings, producing agendas and minutes
- Experience of working in a healthcare setting
Person Specification
Personal Qualities
Essential
- Polite and confident
- Flexible and co-operative
- Excellent interpersonal skills
- Motivated and proactive
- Ability to use initiative and judgement
- Forward thinker with a solutions-focused approach
- High levels of integrity and loyalty
- Ability to work under pressure
- Confident, assertive and resilient
- Ability to drive and deliver change effectively
- Ability to motivate teams, enhance morale and maintain a positive working environment, including team-building sessions
Qualifications
Essential
- Professional Accountancy Qualification or equivalent senior experience
- Post qualification experience
- Evidence of continued professional development - e.g. NHS Finance Personal Portfolio
Desirable
- Demonstrable experience in management accounting including costing
- Education to degree level or equivalent work-based experience
- Evidence of continued professional development - e.g. NHS Finance Personal Portfolio
Skills
Essential
- Ability to exploit and negotiate opportunities to enhance service delivery
- Excellent communication skills (written, oral and presenting)
- Excellent leadership skills
- Strong IT skills
- Strategic thinker and negotiator
- Ability to prioritise and work to tight deadlines in a fast-paced environment
- Effective time management (planning and organising)
- Ability to network and build relationships
- Proven problem-solving and analytical skills
- Ability to develop, implement and embed policy and procedure
- Ability to motivate and train staff
Experience
Essential
- Experience of working with the general public
- Experience of managing accounts
- Experience of maintaining financial information systems
- Experience of successfully developing and implementing projects
- Experience of using a financial IT system
- Experience of financial planning and forecasting
- Experience of workforce planning, forecasting and development
Desirable
- Experience of primary care/running costs for NHS organisations
- Experience of chairing meetings, producing agendas and minutes
- Experience of working in a healthcare setting
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.
