Finance / Assistant Manager

Job description

Job responsibilities

Financial Reporting & Reconciliation

Prepare monthly, quarterly, and annual financial reports for partners.

Manage PCSE reconciliation monthly.

Reconcile accounts, ensuring accurate records.

Track income streams including NHS payments, private income, grants, and teaching income.

Monitor and analyse KPIs and present forecasts to partners.

Claims & Submissions

Submit accurate and timely claims for CQRS, PPA, DES, and Local Incentivised Services.

Submit enhanced service claims (e.g., immunisations).

Prepare and submit quarterly claims for services (Minor Surgery, IUCD, Wound Care, etc.).

Track rent/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 & 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 & Billing

Create and issue invoices when needed and maintain a record of claims.

Manage third-party billing and follow up on outstanding payments.

Audit & Compliance

Prepare financial records for audits.

Ensure compliance with NHS regulations and standards.

Implement internal controls to mitigate financial risks.

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

Experience

Essential

• Atleast 3 years experience in GP management
• Good understand of GP finances
• Good knowledge on book keeping
• Excellent in EMIS clinical system

Desirable

• Accounting qualifications

Qualifications

Essential

• Years of experience in healthcare or NHS financial management.
• A good understanding of GP statements and finances.
• Good knowledge on book keeping
• Strong analytical, organisational, and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to work independently and manage competing priorities.
• Familiarity with EMIS and healthcare finance systems.
• Excellent knowledge on how to create EMIS searches

Desirable

• AAT or equivalent qualification; finance/business degree desirable.
• Proficient in Xero and Excel.
• Understanding of NHS funding and claims.

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.

Employer details

Employer name

Cockfosters Medical Centre

Address

Doctors Surgery

Heddon Court Avenue

Barnet

Hertfordshire

EN4 9NB

Employer's website

https://www.cockfostersmedicalcentre.nhs.uk/ (Opens in a new tab)