Job summary
We are seeking a highly capable and motivated
Finance Manager to lead the financial operations of the practice. This pivotal
role is responsible for ensuring financial accuracy, transparency, and
complianceproviding vital support to strategic decision-making and enabling
operational excellence.
Main duties of the job
Key Responsibilities
Responsible for overseeing financial planning, budgeting, and reporting for the practice. Develop and manage annual budgets aligned with strategic goals, monitor variances, and produce quarterly forecasts. Lead financial operations using Xero, managing payroll, NHS pensions, partners drawings, income tracking, and year-end accounts. Ensure accurate reconciliation of income, bank accounts, and financial records. Produce regular reports and use Fathom or similar tools for KPI analysis and planning.
Handle all financial claims and submissions including CQRS, PPA, DES, local services, and minor surgery. Maintain documentation and liaise with NHS Property Services for rent and service charge claims. Manage practice expenses, supplier payments, and petty cash. Oversee billing and invoicing for private work and room rentals.
Ensure payroll compliance, onboard new employees, and manage NHS pension submissions. Prepare for audits, maintain compliance with financial standards, and implement internal controls. Improve financial systems and processes, support strategic decision-making, and liaise with stakeholders such as PCSE, NHS England, banks, and auditors.
About us
Premier Medical Centre is
a distinguished healthcare institution committed to delivering exceptional
services through our core values: Innovation, Teamwork, Education, and Respect.
As a teaching practice, we foster a culture of continuous learning,
collaboration, and excellence in patient care.
Job description
Job responsibilities
Financial Planning and Budget Management
Develop and manage annual budgets aligned with practice goals
Monitor monthly and quarterly budgets identifying variances and implementing corrective actions
Conduct quarterly budget reviews and financial forecasting
Analyse financial data to support decision-making for operational improvements
Financial Management
Oversee day-to-day financial operations using Xero and other accounting platforms
Maintain accurate and timely financial records including reconciliation of all income payments and receipts
Manage partners drawings and NHS pension schemes
Coordinate payroll PAYE and ledger coding with the Managed Payroll Service
Oversee bank accounts and liaise with banking providers
Maximise income and control expenditure
Manage year-end reporting with external accountants
Oversee lease and rental agreements and ensure appropriate income tracking
Financial Reporting and Reconciliation
Prepare monthly quarterly and annual financial reports for stakeholders
Manage PCSE reconciliation monthly
Reconcile accounts in Xero ensuring accurate records
Track income streams including NHS payments private income grants and teaching income
Monitor and analyse KPIs and present forecasts to partners
Use Fathom or similar tools for forecasting and scenario planning
Claims and Submissions
Submit accurate and timely claims for CQRS PPA DES and Local Incentivised Services
Submit enhanced service claims such as immunisations
Prepare and submit quarterly claims for services such as Minor Surgery IUCD Wound Care
Track rent and service charge claims and liaise with NHS Property Services
Ensure all claims have the required documentation
Expense Management
Oversee practice expenses and ensure proper documentation
Approve and process payments to suppliers and service providers
Ensure compliance with expense policies and manage petty cash
Payroll and Pension Administration
Manage payroll for all staff and ensure HMRC compliance
Set up new employees in payroll and manage records
Submit pensions and comply with NHS Pension Scheme requirements
Invoicing and Billing
Create and issue invoices for private work room rentals and external services
Manage third-party billing and follow up on outstanding payments
Audit and Compliance
Prepare financial records for audits
Ensure compliance with NHS regulations and standards
Implement internal controls to mitigate financial risks
Financial Systems and Process Improvement
Manage Xero and other financial systems
Review and improve financial processes for accuracy and efficiency
Train admin staff on financial procedures as needed
Strategic Financial Support
Support practice management in strategic planning and financial modelling
Provide financial advice on savings and funding options
Assist in preparing business cases for new initiatives
Stakeholder Liaison
Serve as financial contact for PCSE NHS England accountants and auditors
Liaise with banks suppliers and service providers
Job description
Job responsibilities
Financial Planning and Budget Management
Develop and manage annual budgets aligned with practice goals
Monitor monthly and quarterly budgets identifying variances and implementing corrective actions
Conduct quarterly budget reviews and financial forecasting
Analyse financial data to support decision-making for operational improvements
Financial Management
Oversee day-to-day financial operations using Xero and other accounting platforms
Maintain accurate and timely financial records including reconciliation of all income payments and receipts
Manage partners drawings and NHS pension schemes
Coordinate payroll PAYE and ledger coding with the Managed Payroll Service
Oversee bank accounts and liaise with banking providers
Maximise income and control expenditure
Manage year-end reporting with external accountants
Oversee lease and rental agreements and ensure appropriate income tracking
Financial Reporting and Reconciliation
Prepare monthly quarterly and annual financial reports for stakeholders
Manage PCSE reconciliation monthly
Reconcile accounts in Xero ensuring accurate records
Track income streams including NHS payments private income grants and teaching income
Monitor and analyse KPIs and present forecasts to partners
Use Fathom or similar tools for forecasting and scenario planning
Claims and Submissions
Submit accurate and timely claims for CQRS PPA DES and Local Incentivised Services
Submit enhanced service claims such as immunisations
Prepare and submit quarterly claims for services such as Minor Surgery IUCD Wound Care
Track rent and service charge claims and liaise with NHS Property Services
Ensure all claims have the required documentation
Expense Management
Oversee practice expenses and ensure proper documentation
Approve and process payments to suppliers and service providers
Ensure compliance with expense policies and manage petty cash
Payroll and Pension Administration
Manage payroll for all staff and ensure HMRC compliance
Set up new employees in payroll and manage records
Submit pensions and comply with NHS Pension Scheme requirements
Invoicing and Billing
Create and issue invoices for private work room rentals and external services
Manage third-party billing and follow up on outstanding payments
Audit and Compliance
Prepare financial records for audits
Ensure compliance with NHS regulations and standards
Implement internal controls to mitigate financial risks
Financial Systems and Process Improvement
Manage Xero and other financial systems
Review and improve financial processes for accuracy and efficiency
Train admin staff on financial procedures as needed
Strategic Financial Support
Support practice management in strategic planning and financial modelling
Provide financial advice on savings and funding options
Assist in preparing business cases for new initiatives
Stakeholder Liaison
Serve as financial contact for PCSE NHS England accountants and auditors
Liaise with banks suppliers and service providers
Person Specification
Qualifications
Essential
- AAT or equivalent qualification; finance/business degree desirable.
- Experience in healthcare or NHS financial management.
- Proficient in Xero and Excel.
- Strong analytical, organisational, and problem-solving skills.
- Excellent interpersonal and communication skills.
- Ability to work independently and manage competing priorities.
Desirable
- Experience using Fathom or similar reporting tools.
- Understanding of NHS funding and claims.
- Familiarity with EMIS and healthcare finance systems.
Person Specification
Qualifications
Essential
- AAT or equivalent qualification; finance/business degree desirable.
- Experience in healthcare or NHS financial management.
- Proficient in Xero and Excel.
- Strong analytical, organisational, and problem-solving skills.
- Excellent interpersonal and communication skills.
- Ability to work independently and manage competing priorities.
Desirable
- Experience using Fathom or similar reporting tools.
- Understanding of NHS funding and claims.
- Familiarity with EMIS and healthcare finance systems.
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.
