Job responsibilities
Job Purpose:
To assist the Practice Business Manager to ensure that the practice operates in a profitable and cost-effective manner.
To support the Practice Business Manager in the management and coordination of all aspects of practice and PCN finances, optimising efficiency and financial performance.
To support the drive to achieve NHS targets and changes within a profitable, efficient practice environment, supporting the management team and practice to comply with financial and CQC regulations
Job responsibilities:
Accounts
Reconciliation of income and expenditure to accounting software
Reconcile information of the end of year data for the practice accountants
Completion and submission of claims both regular and ad hoc
Produce the end of year estimate of non-pensionable profits for submission
Banking/Bookkeeping
Review and monitor all income and expenditure statements, identifying any inaccuracies and rectifying such issues, informing the Practice Business Manager as required.
Ensure invoices are paid within the given time frame
Maintain an effective system for the handling of petty cash and cheques
Payroll/Pension
Ensure an effective payroll and pension process is maintained monthly
Ensure the presentation of monthly financial reports is of a high standard
Manage payments to HMRC and Pension providers
General
Ensure that effective financial controls are in place and processes are adhered to
Present financial forecasts to the Practice Business Manager and partners as and when required
Complete annual financial planning with the Practice Business Manager as and when required
Understand and brief the Practice Business Manager and Partners on financial implications of contract and legislation changes affecting the practice
Maintain an effective working relationship with the NHSE, ICB, PCS, PCSE and practice accountant
Other
Participate in audit as appropriate
Attend any internal/external meetings pertinent to the role of Finance Officer
Assist in the development and implementation of policies, procedures if required
Participate in the Primary Care Network (PCN) activities as appropriate
Ensure Information Governance Standards are met
Confidentiality:
- In the performance of the duties outlined in this job description, the post-holder will have access to confidential information relating to practice staff and other staff groups. They will 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 colleagues, other staff groups or the business of the practice 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.
- 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
Health & Safety:
The post-holder will support implementation of the full range of their own and others health, safety and security as defined in the practice Health & Safety policy, the practice Health & Safety manual, and the practice Infection Control policy and published procedures. This will include (but will not be limited to):
- Ensuring they adhere to their individual responsibilities for infection control and health and safety, and infection control statutory and best practice guidelines and support implementation across the business as required
- Use personal security systems within the workplace according to practice guidelines
- Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks across the business especially relating to cyber and data security
- Making effective use of training to update knowledge and skills, and initiate and manage the training of others
- Keeping own work areas and general areas generally clean, identifying issues and hazards / risks in relation to other work areas within the business,
- Routine management of own workspace
Equality and Diversity:
The post-holder will support the equality, diversity and rights to include:
- Acting in a way that recognises the importance of peoples rights, interpreting them in a way that is consistent with practice procedures and policies, and current legislation
- Respecting the privacy, dignity, needs and beliefs of others
- Behaving in a manner which 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 practice as part of this employment, 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
Quality:
The post-holder will strive to maintain quality within the practice, 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
- Effectively manage own time, workload, and resources
Communication:
The post-holder should 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 as required
- Recognise peoples needs for alternative methods of communication and respond accordingly
Contribution to the Implementation of Services:
- There may also be a requirement for the post-holder to carry out other tasks not detailed in this job description.
