Job summary
An exciting opportunity has arisen in the Independent Sector Finance team for a full-time finance officer within the Payments to Providers (P2P)/Direct payments (DP) team. We are looking for a flexible individual who is enthusiastic, willing to learn and a great team player.
Our Finance Officer will provide a high quality and professional financial service in relation to all aspects of services commissioned by Zone Management Teams whilst supporting and assisting the Finance Manager, Independent Sector Finance Lead and the wider Finance Team.
They will be responsible for financial processing of Adult Social Care payments which on an annual basis total circa £90 Million covering Direct payments, Supported Living, Residential care, Intermediate care, Nursing care, Domiciliary care, Day Care. They are also responsible for the financial processing of Health-related care payments which onan annual basis total circa of £35 Million covering Continuing Healthcare (CHC) placements, Funded Nursing Care (FNC) placements, Individual placement patients (IPP) and Interim Health funding arrangements.
To be responsible for maintaining your own continuous professional development by attending relevant training courses with the aim to continuously improve on knowledge and skills.
Once you are trained to an acceptable level, we will be able to offer hybrid working between the office and home working at the managers discretion
Main duties of the job
In respect of the above payments the team are responsible for dealing with a wide range of client / provider payment queries which at times can be contentious and complex. On average at any point in time there are circa 3000 service users/representatives that the team support including being first port of call for these services. There may be issues about non-payment, incorrect/late payments or other sensitive issues so need to be able to communicate statutory financial regulations and NHS rules in a simplified form to non-finance people.
- Production of care home contracts in line with service requisitions from care staff. The post holder has responsibility to ensure all amounts are correct and paid to the relevant providers
- Responsible to pay and review own caseload of Direct Payment (DP) service users accounts to ensure they have enough money to pay for the care they require. Overall, the team bring back over £1 Million of unspent DP balances.
- Responsible to ensure all providers data is matched up each 4-week period to feed the social care billing process. Part of this includes investigating issues with potentially complex providers payments and ensure all money owed back to the Trust is processed in a timely manner.
About us
Care to join us ?
Torbay and South Devon NHS Foundation Trust is a fully integrated organisation, delivering acute hospital care, community health services and adult social care. As part of this supportive and forward-thinking environment, you will work closely with the Finance Manager and Independent Sector Finance Lead, both of whom bring extensive knowledge and expertise to guide and support your development.
You'll be joining a close-knit P2P/DP team who pride themselves on working collaboratively to provide a professional, courteous and responsive service. Every day, the team supports a wide range of service users, representatives and providers, ensuring they receive the highest standard of assistance and care.
Job description
Job responsibilities
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Communicate effectively and sensitively with service users, providers and colleagues, resolving complex queries and providing advice on contracting, payments and direct payment processes.
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Analyse discrepancies in Personal Budget spending, manage risk, conduct audits/reviews and ensure accurate, timely financial processesincluding reconciliation, coding and data input.
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Process high-value transactions across social care and health budgets, ensuring accuracy for statutory reporting, billing, income recovery and provider setup within financial and care systems.
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Manage and prioritise a varied workload independently, using judgement to escalate issues when necessary and ensuring deadlines, regulations and audit requirements are met.
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Provide training, guidance and day-to-day coordination for colleagues, contributing to improvements in systems, processes and ways of working across the business area.
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Handle sensitive case-related duties such as managing death-related processes, overseeing Individual Service Contracts, supporting clients/representatives, and reclaiming excess balances from Personal Budget accounts.
Job description
Job responsibilities
-
Communicate effectively and sensitively with service users, providers and colleagues, resolving complex queries and providing advice on contracting, payments and direct payment processes.
-
Analyse discrepancies in Personal Budget spending, manage risk, conduct audits/reviews and ensure accurate, timely financial processesincluding reconciliation, coding and data input.
-
Process high-value transactions across social care and health budgets, ensuring accuracy for statutory reporting, billing, income recovery and provider setup within financial and care systems.
-
Manage and prioritise a varied workload independently, using judgement to escalate issues when necessary and ensuring deadlines, regulations and audit requirements are met.
-
Provide training, guidance and day-to-day coordination for colleagues, contributing to improvements in systems, processes and ways of working across the business area.
-
Handle sensitive case-related duties such as managing death-related processes, overseeing Individual Service Contracts, supporting clients/representatives, and reclaiming excess balances from Personal Budget accounts.
Person Specification
Qualifications and training
Essential
- Proven relevant office experience
- 5 GCSE's grades A - C including Maths and English or equivalent
- Microsoft Office to ECDL standard or equivalent
Desirable
- AAT (Association of Accounting Technicians) Intermediate or equivalent knowledge and experience
Knowledge and experience
Essential
- Proven organisational and time management skills
- Observe Trust policies when dealing with clients and information
Desirable
- Previous In-House experience
- Knowledge of in-house systems
- Knowledge of Financial Information Systems
Specific skills
Essential
- The ability to demonstrate a numerical, methodical and accurate approach to all finance matters.
- The ability to analyse, investigate and resolve financial queries and discrepancies which may involve the use of tact and influencing/negotiation skills when dealing with suppliers and clients
- The ability to work effectively both autonomously and as part of a team
- Effective interpersonal skills, including communication and listening skills to a diverse range of client groups
- The ability to communicate at the appropriate stage with all levels within the Trust, external agencies and members of the public often to explain financial information
Physical effort
Essential
- The ability to use a keyboard for long periods of the day to input data quickly & accurately
- To visit clients in their own homes and on occasions need to carry around large volumes of paperwork and work in varying degrees of comfort
Mental effort
Essential
- Translate complex, contentious, financial and contractual information from clients, representatives and providers.
- Concentration required when inputting financial data, designing spreadsheets, reconciling information, up-dating policies and dealing with complex client cases.
- Required to switch tasks frequently to deal effectively with ad-hoc requests and enquires from a variety of contacts, both internal and external.
Emotional effort
Essential
- To ensure that all queries from service users, providers and colleagues are always dealt with respect and dignity.
- When dealing with clients on a face-to-face basis, either in their own homes or in an office environment at times can involve dealing with distressing and confrontational scenarios.
- Ensuring data protection and confidentiality policies are always maintained.
- Ability to deal with challenging behaviour and diffuse conflict
Person Specification
Qualifications and training
Essential
- Proven relevant office experience
- 5 GCSE's grades A - C including Maths and English or equivalent
- Microsoft Office to ECDL standard or equivalent
Desirable
- AAT (Association of Accounting Technicians) Intermediate or equivalent knowledge and experience
Knowledge and experience
Essential
- Proven organisational and time management skills
- Observe Trust policies when dealing with clients and information
Desirable
- Previous In-House experience
- Knowledge of in-house systems
- Knowledge of Financial Information Systems
Specific skills
Essential
- The ability to demonstrate a numerical, methodical and accurate approach to all finance matters.
- The ability to analyse, investigate and resolve financial queries and discrepancies which may involve the use of tact and influencing/negotiation skills when dealing with suppliers and clients
- The ability to work effectively both autonomously and as part of a team
- Effective interpersonal skills, including communication and listening skills to a diverse range of client groups
- The ability to communicate at the appropriate stage with all levels within the Trust, external agencies and members of the public often to explain financial information
Physical effort
Essential
- The ability to use a keyboard for long periods of the day to input data quickly & accurately
- To visit clients in their own homes and on occasions need to carry around large volumes of paperwork and work in varying degrees of comfort
Mental effort
Essential
- Translate complex, contentious, financial and contractual information from clients, representatives and providers.
- Concentration required when inputting financial data, designing spreadsheets, reconciling information, up-dating policies and dealing with complex client cases.
- Required to switch tasks frequently to deal effectively with ad-hoc requests and enquires from a variety of contacts, both internal and external.
Emotional effort
Essential
- To ensure that all queries from service users, providers and colleagues are always dealt with respect and dignity.
- When dealing with clients on a face-to-face basis, either in their own homes or in an office environment at times can involve dealing with distressing and confrontational scenarios.
- Ensuring data protection and confidentiality policies are always maintained.
- Ability to deal with challenging behaviour and diffuse conflict
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.
