Finance and Recall Manager

Job description

Job responsibilities

Job summary

Due to client expansion, an opportunity has arisen to expand our Finance and Recall team to now include a Finance and Recall Manager.

As the Finance and Recall Manager, you will have oversight of both teams and will work to develop standardised and effective processes.

Your role will involve hands on support with processing and finalising management accounts for month end and prepping clients payroll; assisting team members and the wider business with their queries and dealing with finance and recall related queries both for day-to-day activities and for year end.

As a Finance and Recall Manager you will be responsible for:

Managing an effective and motivated team, ensuring they receive all support, guidance and training they require to achieve both individual and team targets including providing in house training and mentoring.

Ensuring Clients and the Company's own accounts are submitted accurately within deadlines.

Ensuring and as necessary participating in bookkeeping activities for clients to maintain timely input of all financial data into the online accounts packages used.

Ensuring monthly payrolls are completed timely and accurately, reviewing for errors or omissions.

Developing and maintaining strong and effective working relationships across all areas of the business to build professional standing.

Holding regular 1 to 1's with the teams to manage individual and team performance, including annual appraisals in line with policies

Review and approve all team overtime, annual leave and TOIL requests

Managing sickness absences for the team in line with company sickness management policy

Hold regular staff meetings to ensure practice, system and national developments are disseminated and staff can raise issues and feedback to managers

Attend Company monthly Operations meetings

Work closely with other members of the BPC management on vaccination projects such as COVID and Flu.

Monitor and support practice performance against national and local targets, including QoF, QIS, Screening and Immunisation programs, Enhanced Service standards and Prescribing measures for clients

Monitor patient feedback measures including the Friends and Family test, patient surveys feeding back to relevant clients / BPC staff

Process improvement and standardisation across clients as appropriate

Working closely with your Line Manager, the Finance Director on projects and updates as required.

Involvement in recruitment as required

Liaison with NHS Pensions, PCSE, Accountants teams as necessary

Undertake any relevant training in-house or externally as required

Person Specification

Experience

Essential

• Previous experience of team management
• Previous experience of financial management
• Previous experience of Online accounts software
• Previous experience of Primary Care
• Excellent attention to detail
• Advanced IT skills including accurate keyboard skills
• Motivated and flexible to learn new skills
• Ability to work in, and respect a confidential environment
• Highly organised, methodical and able to work efficiently in a fast paced environment
• Ability to work independently and as a key team member
• Ability to problem solve and work thorough issues as identified
• Ability to pick up work for team members in periods of absence to ensure smooth running of services continues
• Deadline focused and able to multitask.
• Personable and approachable character to respond to issues and or training needs in person, via email and in person
• A pro-active and driven approach to tasks
• A discreet and professional approach
• Exposure to administration and an office environment

Desirable

• Experience in training, mentoring and supporting team members
• Advanced Microsoft Excel or Google Sheets Experience

Qualifications

Essential

• ACA ACCA CIMA part-qualified or other accounts qualifications

Desirable

• Relevant HR and or Line Management qualification

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

Berkshire Primary Care Ltd

Address

Bracknell & Ascot Health Hub - Spedan House

Oldbury

Bracknell

Berkshire

RG12 8TQ

Employer's website

http://berkshireprimarycare.co.uk/ (Opens in a new tab)