Job summary
This role will particularly suit an experienced financial professional who has a wealth of experience of managing finance in a Primary Care Industry.
The Assistant Finance Manager is responsible for ensuring the practice is a sustainable and thriving business, by overseeing financial transactions, and data quality, to ensure an effective high quality financial monitoring and quality assurance.
Key Working Relationships
Internal
- Partners
- Finance manager.
- Practice Manager
External
- Other NHS organisations, including Department of Health, PSCE, NHS England, NHS Practices, NHS Foundation Practices, ICB, PCN, accountants and payroll company.
- Third party providers of financial services, including NHS Shared Business Services.
- Other Commissioners of services e.g. Local Authorities, Education Services.
Main duties of the job
The Assistant Finance Manager will work with the Finance Manager in the delivery of a high quality and timely financial- the post holder will:
- Assist with the development and maintenance of finance systems and procedures with the finance manager to ensure an effective high quality financial monitoring and financial management service is provided.
- Analyse data, investigate & resolve discrepancies to support the finance manager delivering the practice strategic objectives.
- Produce timely and accurate monthly budget reports to specified timescales.
- Ensure that the day-to-day operational functions of finance are efficient and effective.
- Input supplier invoices onto Xero and pay invoices when they become due.
- Generate invoices on Xero and chase payments when required.
- Check all invoices are generated and paid for private work, for insurance reports, private medicals etc.
- Monthly reconciliation of Xero
- Manage payroll and any queries form staff.
- Collate and submit all claims for PPA- check claims have been paid.
- Submit all claims to CQRS and review all date for all enhanced services.
- Review of contracts
- Review of insurance policies.
- Ensure compliance of PAT testing and calibration of equipment is up to date.
- Compile reports and audits as part of quality assurance to meet contract requirements and ensure all claims are submitted and payments received.
About us
We
are a friendly, supportive, and innovative training Practice in inner city
Bradford. Kensington is based over 4 sites, so even with a main base you would
have the opportunity to work across the sites for some diversity at times. We
have a patient list size of approximately 23,500 delivering high quality care
to our diverse group of patients. We are actively involved in our Primary Care
Network.
We
have a dedicated team of 6 GP Partners, GP Registrar and Foundation Year
Doctor, ANP, ACP, Clinical Pharmacists, Pharmacy Technicians, Practice Nurses,
HCAs, Receptionists and Administration teams.
Job description
Job responsibilities
- Contribute to
ensuring timely and robust financial planning systems are in place to provide
annual budgeted plans for the business unit.
- Calculate
budgets and provide accurate and timely monitoring information and financial
forecasting (both regular and ad hoc) for utilisation by internal and external
stakeholders.
- To contribute
to effective budgetary control to the finance manager producing regular, meaningful,
and accurate income and expenditure information and ensuring these are
accurately recorded in the financial ledger system.
- provide
accurate & timely monitoring information and assist with creating forecasts
(both regular & ad hoc) for use by internal and external stakeholders.
- Assist with the
monthly analysis and reconciliation of income, expenditure, and budget to
ensure the accuracy and completeness of the general ledger across all budgets.
- Support the finance
manager in the preparation of regular finance reports for the business unit
which feed to formal subcommittee reports the partners.
- Analyse data
and assess the financial implications for the practice in relation to all
relevant contracts and transactions.
- Develop, implement,
and maintain sound systems to ensure that appropriate income and expenditure,
including accurate budgets, accruals and prepayments are reflected in the
general ledger on a monthly basis.
- Contribute to
the delivery of formal and/or informal training, to assist them in
understanding the finance service offer and in managing their budgets.
- Develop and
promote the professional image and credibility of the finance function.
- Assist in the
preparation of the annual accounts and financial returns ensuring that the practice
maintains proper accounts.
- Maintain
financial records to ensure audit trails are in place.
- Liaise with
internal and external audit as required and respond to relevant audit
recommendations.
- Work with
managers and colleagues to continually improve the quality of services within
the overall practice governance frameworks, and to identify, manage and
minimise risks within the overall practice risk management.
- Contribute to
the delivery of national and local priorities as set out in the practice objectives.
- All employees
should understand that it is their personal responsibility to comply with all
organisational and statutory requirements.
Developing and Maintaining Relationships
- Actively works towards developing and maintaining effective working relationships both within and outside practice.
- Fosters and maintains strong
links with all services across the practice, developing key contact points
within service delivery and corporate support services.
- Explores the potential for
collaborative working and takes opportunities to initiate and sustain such
relationships.
Managing Resources
- Ensures the effective and
efficient use of resources within their own sphere of responsibility.
Managing Self
- Prioritises their own workload within agreed
objectives deciding when to refer to others as appropriate.
- Participates in the practice
appraisal system, matching organisational aims with individual objectives and
undertaking appropriate training as required.
- Takes responsibility for their
own and others health and safety in the working environment.
- Complies with the policies and
procedures of the practice.
- Ensures that a professional
service and image is maintained at all times.
- Ensures their own actions support
the equality, diversity, rights, and responsibilities of individuals.
- Promotes and adheres to equality
of opportunity and diversity within the practice.
In addition to these responsibilities the
post holder is expected to:
In
agreement with their line manager carries out such other duties as may be
reasonably expected in accordance with the post.
Job description
Job responsibilities
- Contribute to
ensuring timely and robust financial planning systems are in place to provide
annual budgeted plans for the business unit.
- Calculate
budgets and provide accurate and timely monitoring information and financial
forecasting (both regular and ad hoc) for utilisation by internal and external
stakeholders.
- To contribute
to effective budgetary control to the finance manager producing regular, meaningful,
and accurate income and expenditure information and ensuring these are
accurately recorded in the financial ledger system.
- provide
accurate & timely monitoring information and assist with creating forecasts
(both regular & ad hoc) for use by internal and external stakeholders.
- Assist with the
monthly analysis and reconciliation of income, expenditure, and budget to
ensure the accuracy and completeness of the general ledger across all budgets.
- Support the finance
manager in the preparation of regular finance reports for the business unit
which feed to formal subcommittee reports the partners.
- Analyse data
and assess the financial implications for the practice in relation to all
relevant contracts and transactions.
- Develop, implement,
and maintain sound systems to ensure that appropriate income and expenditure,
including accurate budgets, accruals and prepayments are reflected in the
general ledger on a monthly basis.
- Contribute to
the delivery of formal and/or informal training, to assist them in
understanding the finance service offer and in managing their budgets.
- Develop and
promote the professional image and credibility of the finance function.
- Assist in the
preparation of the annual accounts and financial returns ensuring that the practice
maintains proper accounts.
- Maintain
financial records to ensure audit trails are in place.
- Liaise with
internal and external audit as required and respond to relevant audit
recommendations.
- Work with
managers and colleagues to continually improve the quality of services within
the overall practice governance frameworks, and to identify, manage and
minimise risks within the overall practice risk management.
- Contribute to
the delivery of national and local priorities as set out in the practice objectives.
- All employees
should understand that it is their personal responsibility to comply with all
organisational and statutory requirements.
Developing and Maintaining Relationships
- Actively works towards developing and maintaining effective working relationships both within and outside practice.
- Fosters and maintains strong
links with all services across the practice, developing key contact points
within service delivery and corporate support services.
- Explores the potential for
collaborative working and takes opportunities to initiate and sustain such
relationships.
Managing Resources
- Ensures the effective and
efficient use of resources within their own sphere of responsibility.
Managing Self
- Prioritises their own workload within agreed
objectives deciding when to refer to others as appropriate.
- Participates in the practice
appraisal system, matching organisational aims with individual objectives and
undertaking appropriate training as required.
- Takes responsibility for their
own and others health and safety in the working environment.
- Complies with the policies and
procedures of the practice.
- Ensures that a professional
service and image is maintained at all times.
- Ensures their own actions support
the equality, diversity, rights, and responsibilities of individuals.
- Promotes and adheres to equality
of opportunity and diversity within the practice.
In addition to these responsibilities the
post holder is expected to:
In
agreement with their line manager carries out such other duties as may be
reasonably expected in accordance with the post.
Person Specification
Attitude & Behaviour
Essential
- Self-motivated, enthusiastic about work and ability to work effectively with people
- Sensitive to the needs of others and has an awareness and responsiveness to other peoples feelings and needs
- Values differences; regards people as individuals and appreciates the value of diversity in the workplace
- Able to work as part of a team, co-operating to work together and in conjunction with others and willing to help and assist wherever possible and appropriate.
- Able to develop, establish and maintain positive relationships with others both internal and external to the organisation.
- Able to work under pressure, dealing with peaks and troughs in workload.
- Positive attitude to dealing with change; flexible and adaptable, willing to change and accept change and to explore new ways of doing things and approaches
- Highly motivated and reliable
- Has a strong degree of personal integrity; able to adhere to standards of conduct based on a sense of right and wrong and be dependable and reliable
- Integrity and honesty
Experience
Essential
- Experience of NHS financial systems
- Experience of budget setting
- Experience of general ledger and associated financial systems.
- Experienced spread sheet user
- Management accounts experience including working with Clinical Service Managers
Desirable
- Preferably 3 Years operational experience and expertise in management accounting processes and procedures and Oracle ledger systems in an NHS provider environment.
- Experience of supervising staff
- Experience of NHS reference cost production
Qualifications
Essential
- AAT qualified, CCAB qualification to certificate level or equivalent knowledge & experience.
Knowledge & Understanding
Essential
- Knowledge & understanding of the financial regime of an NHS Practice and/or an NHS Foundation Practice
- Understanding of accounting principles and practice
Practical & Intellectual Skills
Essential
- Proficient in Microsoft Office or equivalent
- Good analytical skills use knowledge to analyse & interpret complex financial data, provide advice to management, investigate & resolve complex financial queries.
- Utilise knowledge and experience to pro-actively propose changes and improvements to own work and that of others that impact on the Practices financial accounting
- Ability to work flexibly in order to meet changing priorities.
- Ability to deal with queries effectively and use own initiative within the limits of delegated authority and without direct supervision
- Ability to manage time effectively, prioritise and organise short, medium and long term agenda and deliver to agreed deadlines
- Ability to work under pressure
- The ability to discuss financial queries with staff, suppliers, auditors, other organisations Finance teams, which are often complex, sensitive or confidential in an effective & professional manner, verbally & in writing,
- Communicate clearly, effectively and sensitively with staff who may not be as financially literate or, occasionally, with patients who require clear help and advice about any financial interactions with the Practice.
- Integrity and honesty beyond reproach due to the level of responsibility for management of the Practices cash.
Person Specification
Attitude & Behaviour
Essential
- Self-motivated, enthusiastic about work and ability to work effectively with people
- Sensitive to the needs of others and has an awareness and responsiveness to other peoples feelings and needs
- Values differences; regards people as individuals and appreciates the value of diversity in the workplace
- Able to work as part of a team, co-operating to work together and in conjunction with others and willing to help and assist wherever possible and appropriate.
- Able to develop, establish and maintain positive relationships with others both internal and external to the organisation.
- Able to work under pressure, dealing with peaks and troughs in workload.
- Positive attitude to dealing with change; flexible and adaptable, willing to change and accept change and to explore new ways of doing things and approaches
- Highly motivated and reliable
- Has a strong degree of personal integrity; able to adhere to standards of conduct based on a sense of right and wrong and be dependable and reliable
- Integrity and honesty
Experience
Essential
- Experience of NHS financial systems
- Experience of budget setting
- Experience of general ledger and associated financial systems.
- Experienced spread sheet user
- Management accounts experience including working with Clinical Service Managers
Desirable
- Preferably 3 Years operational experience and expertise in management accounting processes and procedures and Oracle ledger systems in an NHS provider environment.
- Experience of supervising staff
- Experience of NHS reference cost production
Qualifications
Essential
- AAT qualified, CCAB qualification to certificate level or equivalent knowledge & experience.
Knowledge & Understanding
Essential
- Knowledge & understanding of the financial regime of an NHS Practice and/or an NHS Foundation Practice
- Understanding of accounting principles and practice
Practical & Intellectual Skills
Essential
- Proficient in Microsoft Office or equivalent
- Good analytical skills use knowledge to analyse & interpret complex financial data, provide advice to management, investigate & resolve complex financial queries.
- Utilise knowledge and experience to pro-actively propose changes and improvements to own work and that of others that impact on the Practices financial accounting
- Ability to work flexibly in order to meet changing priorities.
- Ability to deal with queries effectively and use own initiative within the limits of delegated authority and without direct supervision
- Ability to manage time effectively, prioritise and organise short, medium and long term agenda and deliver to agreed deadlines
- Ability to work under pressure
- The ability to discuss financial queries with staff, suppliers, auditors, other organisations Finance teams, which are often complex, sensitive or confidential in an effective & professional manner, verbally & in writing,
- Communicate clearly, effectively and sensitively with staff who may not be as financially literate or, occasionally, with patients who require clear help and advice about any financial interactions with the Practice.
- Integrity and honesty beyond reproach due to the level of responsibility for management of the Practices cash.
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.
