Job Summary
We are seeking a detail-oriented and proactive Finance Assistant to join our finance team. The successful candidate will support daily financial operations, assist with bookkeeping, and contribute to the smooth running of financial processes within our organisation. This role offers an excellent opportunity for individuals looking to develop their career in finance and accounting. The ideal applicant will possess strong organisational skills, attention to detail, and a good understanding of financial procedures.
As this role will have access to a higher level of confidential data in the course of their employment, there is an expectation that the post holder will always maintain the highest level of confidentiality and integrity. Sensitive information could be from either internal sources, or from external partner organisations.
Duties
To support the management in all aspects of practice finances, optimising efficiency and financial performance, ensuring the organisation achieves its long-term strategic objectives.
To provide support in maximising both enhanced services and QOF achievements.
Through innovative ways of working, drive to achieve NHS targets and changes within a profitable, efficient practice environment, supporting the management team in promoting ED&I, SHEF, quality and continuous improvement, confidentiality, collaborative working, service delivery, learning and development and ensure the organisation complies with CQC regulations.
The following are the core responsibilities of the Finance Assistant in delivering health services. There may be, on occasion, a requirement to carry out other tasks. This will be dependent upon factors such as workload and staffing levels:
a. Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues, informing management as required
b. Ensure invoices are paid within the given time frame
c. Maintain the highest levels of confidentiality due to the nature of the role and with being exposed to a greater level of confidential material and data
d. Maintain an effective system for the handling of petty cash and cheques
e. Responsible for ensuring appropriate ledger coding for payroll
f. Ensure the presentation of monthly financial reports is of a high standard
g. Present financial forecasts to partners as and when required
h. Ensure that effective financial controls are in place and processes are adhered to
i. Understand and brief the management team on financial implications of contract and legislation changes affecting the organisation
j. Maintain an effective working relationship with the ICB, ensuring the organisation receives a proportionate and equitable allocation of resources
k. In liaison with key personnel, understand and work towards maximising both Enhanced Service and QOF achievements
l. Be an integral part of the general practice team
m. Place orders for equipment, stationary or sundries as required
n. Work with suppliers to review pricing and match
o. Be aware of duties and responsibilities regarding current legislation and adhere to practice policies and procedures on Safeguarding Adults and Safeguarding Children
p. Support in the delivery of enhanced services and other service requirements
q. Undertake all mandatory training and induction programmes
r. Contribute to and embrace the spectrum of clinical governance
s. Maintain a clean, tidy, effective working area at all times
t. Attend a formal appraisal with their manager at least every 12 months. Once a performance/training objective has been set, progress will be reviewed on a regular basis so that new objectives can be agreed
In addition to the primary responsibilities, the Finance Assistant has the following wider responsibilities:
a. Act as a point of contact for finance-related matters with NHS Board, the ICB and the organisation’s accountant
b. Participate in any audits as directed
c. Attend and actively participate in practice management meetings
d. Attend any external meetings pertinent to the role of Finance Assistant
Support and participate in shared learning
Experience
- Previous experience in an administrative or finance support role is desirable but not mandatory
- Familiarity with Quickbooks software
- Strong organisational skills with the ability to manage multiple tasks efficiently
- Excellent numerical accuracy and attention to detail
- Good communication skills, both written and verbal
- Proficiency in Microsoft Office Suite, particularly Excel
- An understanding of basic accounting principles and procedures is beneficial but not essential
This position offers a supportive working environment where professional development is encouraged. The successful candidate will be integral to maintaining accurate financial records that underpin our organisation’s success.
Pay: From £14.00 per hour
Benefits:
- Company pension
- Free parking
- On-site parking
Work Location: In person
