Job summary
In this role you will work on all key
finance areas including payroll, purchase/sales and credit control, financial
reporting and forecasting, and budgeting/year end. You will be working as a
core member of the Erewash Health Finance Team supporting the delivering of a high-quality
finance service to Erewash Health Partnership and the expansion of this service
to EHP Practices.
You
will act as Finance Officer for a GP practice, providing high quality financial
support; preparing and maintaining accurate financial records in line with the
latest financial legalisation. Ensuring that finance officer responsibilities
relating to income and expenditure and banking reconciliations are undertaken, reporting
to GP Partners to resolve financial queries and provide management information
and subject matter expertise to support them in running their Practice.
As part of the EHP Finance team, professional
accountable to the CFO, you will work collaboratively with the Erewash Central
Team and practice teams, including the ICB to support the delivery of the Finance
Vision's finance responsibilities and objectives for the Partnership and the Primary
Care Network.
Main duties of the job
All of the below may
be performed across a variety of financial settings and you will need to deal
with multiple accounts and stakeholders.
- Provides, receives and
presents complex financial information
- Manage bank
reconciliations, accounts payable, and accounts receivable.
- Process invoices,
claims, payroll, pensions, reimbursements, payments, and receipts.
- Maintain accurate
sales and purchase ledgers, generate reports, and perform credit control
activities.
- Manage banking
activities, reconcile statements, and process payments.
- Assist with the annual
budgeting process and year-end financial preparations.
- Collaborate with
stakeholders to address financial queries, provide accurate and timely
financial information.
- Process monthly and
ad-hoc invoices, reconcile the sales ledger and purchase ledger, and maintain clear and organised
filing systems.
- Manage monthly bank
statements, ensure timely banking of received cheques, handle petty cash
transactions accurately, and maintain organized filing systems.
- Ensure accurate
generation of payroll submissions (including employee overtime and expenses)
for the accountants to generate the payroll
- Administer NHS
pensions ensuring records are updated in a timely manner. Conducting annual update to NHS Pensions for
all staff.
- Generate Management
information and trend reports as required.
About us
Erewash Health Partnership (EHP) was established on 1 April 2018 and is a single GP Partnership comprising of seven constituent practices (see below). EHP employs approximately 250 people who work within the constituent practices and central team.
As well as providing high quality core primary care services, EHP is the prime provider for delivering services to Erewash Primary Care Network (EPCN), as well as operating its own services for EHP Partners.
EHP is governed by the EHP Senior Leadership Team reporting to the EHP Board which meets quarterly. The Board currently consists of one GP Partner from each constituent practice and the EHP Managing Partner & CEO, with other colleagues in attendance.
Job description
Job responsibilities
Key Job Responsibilities
All of the below may be performed across a variety of financial settings and you will need to deal with multiple accounts and stakeholders.
- Provides, receives and presents complex financial information
- Manage bank reconciliations, accounts payable, and accounts receivable.
- Process invoices, claims, payroll, pensions, reimbursements, payments, and receipts.
- Maintain accurate sales and purchase ledgers, generate reports, and perform credit control activities.
- Manage banking activities, reconcile statements, and process payments.
- Assist with the annual budgeting process and year-end financial preparations.
- Ensure data accuracy in the Xero accounting system, maintain efficient administrative systems, and meet deadlines.
- Adhere to all legal, statutory, data protection, and information governance regulations.
- Collaborate with stakeholders to address financial queries, provide accurate and timely financial information.
- Process monthly and ad-hoc invoices, reconcile the sales ledger, and maintain clear and organised filing systems.
- Code and process all purchase invoices with budget holder approval, generate and manage payment reports, reconcile the purchase ledger, and maintain organised filing systems.
- Process invoices received from multiple sources using, generate payment reports, and maintain comprehensive filing systems.
- Manage monthly bank statements, ensure timely banking of received cheques, handle petty cash transactions accurately, and maintain organized filing systems.
- Ensure accurate generation of payroll submissions (including employee overtime and expenses) for the accountants to generate the payroll
- Administer NHS pensions ensuring records are updated in a timely manner. Conducting annual update to NHS Pensions for all staff.
- Generate Management information and trend reports as required.
Communication
- Provides, receives and presents complex financial and non-financial information
- Discusses financial queries with staff, suppliers and customers which are often complex, including reasons for delays in payment and other sensitive issues
- Provides advice on complex financial and corporate issues to non-financial managers
- Negotiates internally and with external organisations over cost, service issues.
- Build and develop strong working relationships within the Finance Team and with Practice Managers and Finance Leads in GP practices, other health, social and third sector providers.
Knowledge, Training & Experience
- Comprehensive and up-to date knowledge of finance legislation relevant to the NHS, the PCN and GP Practice
- Adherence to local policies and procedures relevant to the area of work
- Produce accurate reconciliations and analysis in a range of accounting areas (Eg. VAT payments and deductions, income and expenditure, ARRS (Annual Reimbursement Rate Scheme)
- Create and maintain spreadsheets to support financial analysis and reconciliations
Planning & Organisation Skills
- Prioritise, organise, and manage own workload in a manner that maintains and promotes quality.
- Participate in the maintenance of quality governance systems and processes across the organisation and its activities.
- Utilise the audit cycle as a means of evaluating the quality of the work of self and the team, implementing improvements where required.
- Support and participate in shared learning across the wider organisation.
Collaborative Working Relationships
- Understand own role and scope, work within this scope of practice, and identify how this may develop over time.
- Work as an effective and responsible team member, supporting others and exploring the mechanisms to develop new ways of working.
- Explores the potential for collaborative working and takes opportunities to initiate and sustain such relationships
Managing Information
- Use technology and appropriate software as an aid to management in planning, implementation and monitoring of care, presenting, and communicating information.
- Collate, analyse, and present data and information to the team.
Education, Training and Development
- Understands and demonstrates the characteristics of a role model to members in the team and/or service.
- Disseminate learning and information gained to other team members to share good practice and inform others about current and future developments (e.g., courses and conferences).
- Assess own learning needs and undertake learning as appropriate.
- Demonstrates self-development through continuous professional development activity; working alongside colleagues to identify areas to develop.
Special Working Conditions
- The post-holder is required to travel independently between practice sites (where applicable), and to attend meetings etc. hosted by other agencies.
- The post-holder will be part of Erewash PCN and will be expected to support the work of the PCN and its constituent practices as required.
Key internal relationships
- Finance Manager
- Finance Apprentice
- Chief Finance Officer
- GP Partners
- Managing Partner & CEO
- Chief Operating Officer
- Other EHP Executives
- Clinical Leads and Directors
- Other lead GPs
- Practice Managers
- Finance Leads in Practice
- Information and Performance Lead
- Administrative teams working within Erewash.
Key external relationships
- NHS Pensions
- ICB Finance
- ICB Contracting
- DHU
- DCHS
- Other Voluntary Sector Groups
Job description
Job responsibilities
Key Job Responsibilities
All of the below may be performed across a variety of financial settings and you will need to deal with multiple accounts and stakeholders.
- Provides, receives and presents complex financial information
- Manage bank reconciliations, accounts payable, and accounts receivable.
- Process invoices, claims, payroll, pensions, reimbursements, payments, and receipts.
- Maintain accurate sales and purchase ledgers, generate reports, and perform credit control activities.
- Manage banking activities, reconcile statements, and process payments.
- Assist with the annual budgeting process and year-end financial preparations.
- Ensure data accuracy in the Xero accounting system, maintain efficient administrative systems, and meet deadlines.
- Adhere to all legal, statutory, data protection, and information governance regulations.
- Collaborate with stakeholders to address financial queries, provide accurate and timely financial information.
- Process monthly and ad-hoc invoices, reconcile the sales ledger, and maintain clear and organised filing systems.
- Code and process all purchase invoices with budget holder approval, generate and manage payment reports, reconcile the purchase ledger, and maintain organised filing systems.
- Process invoices received from multiple sources using, generate payment reports, and maintain comprehensive filing systems.
- Manage monthly bank statements, ensure timely banking of received cheques, handle petty cash transactions accurately, and maintain organized filing systems.
- Ensure accurate generation of payroll submissions (including employee overtime and expenses) for the accountants to generate the payroll
- Administer NHS pensions ensuring records are updated in a timely manner. Conducting annual update to NHS Pensions for all staff.
- Generate Management information and trend reports as required.
Communication
- Provides, receives and presents complex financial and non-financial information
- Discusses financial queries with staff, suppliers and customers which are often complex, including reasons for delays in payment and other sensitive issues
- Provides advice on complex financial and corporate issues to non-financial managers
- Negotiates internally and with external organisations over cost, service issues.
- Build and develop strong working relationships within the Finance Team and with Practice Managers and Finance Leads in GP practices, other health, social and third sector providers.
Knowledge, Training & Experience
- Comprehensive and up-to date knowledge of finance legislation relevant to the NHS, the PCN and GP Practice
- Adherence to local policies and procedures relevant to the area of work
- Produce accurate reconciliations and analysis in a range of accounting areas (Eg. VAT payments and deductions, income and expenditure, ARRS (Annual Reimbursement Rate Scheme)
- Create and maintain spreadsheets to support financial analysis and reconciliations
Planning & Organisation Skills
- Prioritise, organise, and manage own workload in a manner that maintains and promotes quality.
- Participate in the maintenance of quality governance systems and processes across the organisation and its activities.
- Utilise the audit cycle as a means of evaluating the quality of the work of self and the team, implementing improvements where required.
- Support and participate in shared learning across the wider organisation.
Collaborative Working Relationships
- Understand own role and scope, work within this scope of practice, and identify how this may develop over time.
- Work as an effective and responsible team member, supporting others and exploring the mechanisms to develop new ways of working.
- Explores the potential for collaborative working and takes opportunities to initiate and sustain such relationships
Managing Information
- Use technology and appropriate software as an aid to management in planning, implementation and monitoring of care, presenting, and communicating information.
- Collate, analyse, and present data and information to the team.
Education, Training and Development
- Understands and demonstrates the characteristics of a role model to members in the team and/or service.
- Disseminate learning and information gained to other team members to share good practice and inform others about current and future developments (e.g., courses and conferences).
- Assess own learning needs and undertake learning as appropriate.
- Demonstrates self-development through continuous professional development activity; working alongside colleagues to identify areas to develop.
Special Working Conditions
- The post-holder is required to travel independently between practice sites (where applicable), and to attend meetings etc. hosted by other agencies.
- The post-holder will be part of Erewash PCN and will be expected to support the work of the PCN and its constituent practices as required.
Key internal relationships
- Finance Manager
- Finance Apprentice
- Chief Finance Officer
- GP Partners
- Managing Partner & CEO
- Chief Operating Officer
- Other EHP Executives
- Clinical Leads and Directors
- Other lead GPs
- Practice Managers
- Finance Leads in Practice
- Information and Performance Lead
- Administrative teams working within Erewash.
Key external relationships
- NHS Pensions
- ICB Finance
- ICB Contracting
- DHU
- DCHS
- Other Voluntary Sector Groups
Person Specification
Experience
Essential
- Good working knowledge and experience of a financial ledger system
- Experience of working within a multi-disciplinary team and across organisational boundaries
Desirable
- Good working knowledge and experience of Xero Accounting Software
Personal Qualities
Essential
- Excellent communication skills
- Ability to follow legal, ethical, professional, and organisational policies/procedures and code of conduct
- Ability to maintain confidentiality
- Ability to maintain effective working relationships and to promote collaborative practice with all colleagues
- Ability to work flexibly and enthusiastically within a team or on own initiative
Qualifications
Essential
- Educated to degree level in relevant subject or equivalent level of experience
- AAT Level 2 (with commitment to qualify) / Level 3
EHP Attitudes and Behaviours
Essential
- High service delivery work ethic
- A ' Can Do' attitude
- Patient focussed and having a customer mind set
- Have good attendance
- Be a 'team player' and supportive across the Practice / Erewash Health Partnership
- Be resilient
Knowledge
Essential
- 2 years' experience of working in finance (accounts)
Desirable
- Previous experience in a similar position in the NHS
- Knowledge of financial legislation affecting the PCN
- Previous experience of supporting a budget setting process
Work Skills
Essential
- Communication: skills for the communication of complex financial information
- requiring developed interpersonal skills and oral / written communication skills
- Ability to pull together comprehensive draft financial reports and financial data
Other Requirements
Essential
- Ability and willingness to travel across the locality on a regular basis
- Highly motivated
- Team player and supportive to colleagues
- In date DBS check (new DBS will be undertaken on appointment)
Desirable
- Experience of championing diversity and inclusion and promoting actions to make improvement to the experience of diverse groups
Person Specification
Experience
Essential
- Good working knowledge and experience of a financial ledger system
- Experience of working within a multi-disciplinary team and across organisational boundaries
Desirable
- Good working knowledge and experience of Xero Accounting Software
Personal Qualities
Essential
- Excellent communication skills
- Ability to follow legal, ethical, professional, and organisational policies/procedures and code of conduct
- Ability to maintain confidentiality
- Ability to maintain effective working relationships and to promote collaborative practice with all colleagues
- Ability to work flexibly and enthusiastically within a team or on own initiative
Qualifications
Essential
- Educated to degree level in relevant subject or equivalent level of experience
- AAT Level 2 (with commitment to qualify) / Level 3
EHP Attitudes and Behaviours
Essential
- High service delivery work ethic
- A ' Can Do' attitude
- Patient focussed and having a customer mind set
- Have good attendance
- Be a 'team player' and supportive across the Practice / Erewash Health Partnership
- Be resilient
Knowledge
Essential
- 2 years' experience of working in finance (accounts)
Desirable
- Previous experience in a similar position in the NHS
- Knowledge of financial legislation affecting the PCN
- Previous experience of supporting a budget setting process
Work Skills
Essential
- Communication: skills for the communication of complex financial information
- requiring developed interpersonal skills and oral / written communication skills
- Ability to pull together comprehensive draft financial reports and financial data
Other Requirements
Essential
- Ability and willingness to travel across the locality on a regular basis
- Highly motivated
- Team player and supportive to colleagues
- In date DBS check (new DBS will be undertaken on appointment)
Desirable
- Experience of championing diversity and inclusion and promoting actions to make improvement to the experience of diverse groups
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.
