Job responsibilities
Please see attached for full Job Description
Job
summary:
You will work under the indirect
supervision of the Finance Manager and undertake tasks and duties delegated to
you following policy and procedures. You will be responsible for assisting the
Finance Manager in delivering efficient administrative support that facilitates the smooth running
of the Finance Department,
contributing to the wider organization. You will support and assist the
Partners and Management team in the provision of effective financial control across all establishments.
Your primary
focus will be to process Finance Transactions ensuring that they are
appropriately authorized and processed in an efficient and accurate manner.
Your work will involve data preparation and entry into the Xero Accounting system.
You must work at all times within your own competence and use your own judgement, knowledge and common sense in
your day-to-day activities.
Duties and Responsibilities:
The duties
and responsibilities to be undertaken by members of the Practice finance team
may include any or all the items in the following list. Duties may be varied from time to time under the direction of the Finance Manager, dependent on current and
evolving Practice workload and staffing levels:
Raise invoices and ensure
income is recovered by target dates.
Timely submission of all
claimable income
Ensuring costing and
prices for invoicing.
Oversee purchase of
surgery supplies and vaccine contracts working in conjunction with practice
departments.
Process invoices
authorised for payment within guidelines and payment terms.
Reconciliation of bank
accounts.
Credit Card reconciliation
and recording of receipts.
Management of practice
card receipts software and users.
Day to day management of
petty cash.
To prepare and deliver
monthly banking.
Submission of
reimbursement claims of rates and other invoices.
Submission of the monthly
drugs reimbursement claim and reconciliation of payment.
Operate as a team player
to ensure that knowledge, information, and research are shared to enable the Finance team to
develop and provide a consistently high quality, cohesive, professional, and
proactive service.
Business responsibilities:
Assist with the gathering of statistics and information when required.
Maintaining and increasing sources of income.
Minimising expenditure.
Support the training and development of new
staff.
Undertake specific
assigned tasks, project
support or development which may arise from
time to time.
Maintain accurate
and complete documentation and records utilising
I.T. as appropriate and in
accordance with Middlewood Partnership protocol.
Follow agreed protocols, referring to senior
staff for guidance.
Maintain the ethos and culture
of Middlewood Partnership.
Positively promote Middlewood Partnership.
Ensure rationalisation of resources.
Attend in-house governance, educational and staff meetings as appropriate.
To help plan, develop
and support the introduction of new working
processes to optimise
quality.
Train staff to attain optimum
performance.
To build and maintain relationships with other healthcare professionals, including
GPs, GP surgery personnel, CCG personnel etc.
Behave in a professional manner
at all times.
About
us
We are an organisation of approximately
160 people working in four surgeries and we are lucky to have a team of
dedicated, friendly clinical staff along with a fantastic support team. We merged to become the Middlewood
Partnership five years ago and love what we do and the organisation we have
created.
Our
People
We are a supportive, friendly, and
hardworking team who care about the people in the community we serve as well as
each other. We know the work can be
challenging, and we support people when they need it the most. We chip in to support and help each other and
are there for one another when needed.
We feel our work is very rewarding we care for and serve the
community, we get to know people as individuals, and we make a difference to
their health and life.
Confidentiality
While 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 Partnership
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.
Health
& safety
The post-holder will assist in promoting
and maintaining their own and others health, safety and security as defined in
the practice health & safety policy, the practice health & safety
manual, and the Partnership infection control policy and published procedures.
This will include:
Using personal security systems within
the workplace according to Partnership guidelines.
Identifying the risks involved in work
activities and undertaking such activities in a way that manages those risks.
Making effective use of training to
update knowledge and skills.
Using appropriate infection control
procedures, maintaining work areas in a tidy and safe way, free from hazards.
Actively reporting health and safety
hazards and infection hazards immediately when recognised.
Keeping own work areas and
general/patient areas generally clean, assisting in the maintenance of general
standards of cleanliness consistent with the scope of the job holders role.
Undertaking periodic infection control
training (minimum annually).
Reporting potential risks identified.
Demonstrate due regard for safeguarding
and promoting the welfare of children.
Equality
and Diversity
The post-holder will support the
equality, diversity and rights of patients, carers and colleagues, to include:
Acting in a way that recognises the
importance of peoples rights, interpreting them in a way that is consistent
with Partnership procedures and policies, and current legislation.
Respecting the privacy, dignity, needs
and beliefs of patients, carers and colleagues.
Behaving in a manner that is welcoming
to and of the individual, is non-judgmental and respects their circumstances,
feelings priorities and rights.
Personal/professional
development
The post-holder will participate in any
training programme implemented by the Partnership as part of this employment,
with 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.
Ensuring completion of mandatory and
statutory training in a timely manner.
Quality
The post-holder will strive to maintain
quality within the Partnership, 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 will recognise the
importance of effective communication within the team and will strive to:
Communicate effectively with other team
members.
Communicate effectively with patients
and carers.
Recognise peoples needs for alternative
methods of communication and respond accordingly.
Guaranteed
Interview Scheme
Applicants with a disability, who meet
the minimum criteria for the job they are applying for, will be guaranteed an
interview. Suitable candidates must indicate in their application that they
wish their application to be considered under the scheme (if applicable)
This job description is not an
exhaustive list of duties, and the post holder may be called upon to take on
additional duties commensurate with their role.
