Job summary
The Finance Assistant post is an integral part of the finance department function and has a key part to pay in the accurate, effective, and efficient delivery of department objectives. The postholder will also be responsible for the processing of the purchase and sale invoices, preparing bank reconciliations, and supporting the monthly management accounting process.
The post requires good IT skills and an ability to work to strict deadlines as part of a small team.
Please note: We may may close this advert early should we have a large number of applicants.
Main duties of the job
Main duties include:
- Support the management
accounting process
- Accurately raise
bills on the accounting software
- Raise invoices
for services provided at the practice
- Ensure invoices
are paid within the given time frame and address any queries
- Review all
income and expenditure statements, identifying any inaccuracies and rectifying
such issues, informing the finance manager as required
- Reconciliation
of accounting system - QuickBooks
- Maintain an
effective system for the handling of petty cash and cheques
- Assist with
ordering and credit control
- Coordinating
monthly payroll adjustments ensuring timely submission
- Raising practice
claims and associated evidence, as advised by the finance / business manager
- Reconciliation
of monthly claims data
- Assist with
pension submissions and uploading pension updates
- Present
financial forecasts to partners as and when required
- Ensure that
effective financial controls are in place and processes are adhered to
- Understand and
brief the management team on financial implications of contract and legislation
changes affecting the organisation
About us
Newton Place Surgery is a vibrant purpose-built surgery with a great family feel, set in the beautiful market village of Faversham. The practice has good transportation links, less than 1 mile from Faversham train station and close to the M2 turn-off.
Our practice has a list size of 19,400 and we are part of Mid-Kent PCN.
We have a large multidisciplinary team who supports the excellent care we deliver. This consists of 6 GP partners, 11 salaried GPs, Advanced Clinical Practitioners, Paramedic Practitioners, Clinical Pharmacists, Advanced Nurse Practitioners, Mental Health Practitioner, Practice Nurses, Associate Practitioners, Health Care Assistants and a large administrative team.
We offer a variety of additional on-site services such as ultrasound, audiology, physiotherapy, women's health, minor surgery, ECGs, and spirometry and we are also a covid vaccination site. We also have an off-site ophthalmology service in Folkestone. The practice is actively involved in research and a training practice.
Job description
Job responsibilities
Primary Key Responsibilities
The
following are the core responsibilities of the Finance Assistant. There may be,
on occasion, a requirement to carry out other tasks. This will be dependent
upon factors such as workload and staffing levels:
- Support the management
accounting process
- Accurately raise
bills on the accounting software
- Raise invoices
for services provided at the practice
- Ensure invoices
are paid within the given time frame and address any queries
- Review all
income and expenditure statements, identifying any inaccuracies and rectifying
such issues, informing the finance manager as required
- Reconciliation
of accounting system - QuickBooks
- Maintain an
effective system for the handling of petty cash and cheques
- Assist with
ordering and credit control
- Coordinating
monthly payroll adjustments ensuring timely submission
- Raising practice
claims and associated evidence, as advised by the finance / business manager
- Reconciliation
of monthly claims data
- Assist with
pension submissions and uploading pension updates
- Present
financial forecasts to partners as and when required
- Ensure that
effective financial controls are in place and processes are adhered to
- Understand and
brief the management team on financial implications of contract and legislation
changes affecting the organisation
- Maintain an
effective working relationship with the ICB, ensuring the organisation receives a proportionate and equitable
allocation of resources
Secondary Responsibilities:
In
addition to the primary responsibilities, the finance assistant may be
requested to:
- Deputise for the
finance manager in their absence
- Act as the
primary point of contact for finance-related matters with NHS E, the ICB and
the organisations accountant
- Partake in audit
as requested by the business/ finance manager
- Attend and
actively participate in practice management meetings
- Attend any
external meetings pertinent to the role of Finance Assistant
Job description
Job responsibilities
Primary Key Responsibilities
The
following are the core responsibilities of the Finance Assistant. There may be,
on occasion, a requirement to carry out other tasks. This will be dependent
upon factors such as workload and staffing levels:
- Support the management
accounting process
- Accurately raise
bills on the accounting software
- Raise invoices
for services provided at the practice
- Ensure invoices
are paid within the given time frame and address any queries
- Review all
income and expenditure statements, identifying any inaccuracies and rectifying
such issues, informing the finance manager as required
- Reconciliation
of accounting system - QuickBooks
- Maintain an
effective system for the handling of petty cash and cheques
- Assist with
ordering and credit control
- Coordinating
monthly payroll adjustments ensuring timely submission
- Raising practice
claims and associated evidence, as advised by the finance / business manager
- Reconciliation
of monthly claims data
- Assist with
pension submissions and uploading pension updates
- Present
financial forecasts to partners as and when required
- Ensure that
effective financial controls are in place and processes are adhered to
- Understand and
brief the management team on financial implications of contract and legislation
changes affecting the organisation
- Maintain an
effective working relationship with the ICB, ensuring the organisation receives a proportionate and equitable
allocation of resources
Secondary Responsibilities:
In
addition to the primary responsibilities, the finance assistant may be
requested to:
- Deputise for the
finance manager in their absence
- Act as the
primary point of contact for finance-related matters with NHS E, the ICB and
the organisations accountant
- Partake in audit
as requested by the business/ finance manager
- Attend and
actively participate in practice management meetings
- Attend any
external meetings pertinent to the role of Finance Assistant
Person Specification
Qualifications
Essential
- Excellent standard of education with excellent literacy and numeracy skills
Desirable
- Educated to degree level in healthcare or business
- AAT accounting qualification
Experience
Essential
- Previous experience of working in a similar role as a finance/ accounts assistant or similar capacity
- Experience of data analysis and the production of reports
- Experience of using accounting software
Desirable
- Experience of working in a healthcare setting
- Experience of financial planning and forecasting
- Experience of primary care/running costs for NHS organisations
Person Specification
Qualifications
Essential
- Excellent standard of education with excellent literacy and numeracy skills
Desirable
- Educated to degree level in healthcare or business
- AAT accounting qualification
Experience
Essential
- Previous experience of working in a similar role as a finance/ accounts assistant or similar capacity
- Experience of data analysis and the production of reports
- Experience of using accounting software
Desirable
- Experience of working in a healthcare setting
- Experience of financial planning and forecasting
- Experience of primary care/running costs for NHS organisations
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.
