Financial Administrator

6 months ago

Exeter, United Kingdom Pinhoe & Broadclyst Medical Practice Full time

**Job Scope**

We are currently looking for a Finance Administrator to join our friendly and supportive practice team. The Finance Administrator is responsible for maintaining financial records, day to day bookkeeping and data entry, payment of accounts, banking duties and preparing payroll.

**Main responsibilities**

To provide high-quality finance support to the Practice to include:
a. Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues, informing the Practice Manager as required,

b. Generating invoices,

c. Ensure invoices are paid within the given time frame,

d. Responsible for weekly and quarterly petty cash checks,

e. Reviewing Practice income/spend for cost saving/income generating ideas,

f. Creation of claims submissions for rates, water, clinical waste on CQRS,

g. Submitting monthly claims for retainer payments, annual reimbursement CQC claim and any long-term GP leave,

h. Cash up the dispensary till weekly,

i. Creation of monthly financial reports for Partners meeting,

j. Present financial forecasts to Partners as and when required,

k. Ensure that effective financial controls are in place and processes are adhered to

l. Involvement in the calculation of financial implications of contract and legislation changes affecting the organisation,

m. Maintain an effective working relationship with the ICB, ensuring the organisation receives a proportionate and equitable allocation of resources,

n. Act as the primary point of contact for finance-related matters with NHS E, the ICB and the organisations accountant,

o. Reconciling all payments received / made from the Practice account (x2) and petty cash account on Xero,

p. Completing the quarterly VAT paperwork for the accountant,

q. Preparation of payroll (calculating overtime and expenses payments),

r. Partake in audit as requested by the audit lead,

s. Attend any meetings pertinent to the role of Finance Administrator,

t. To stay up to date with required mandatory training,

The above list is not exhaustive, all personnel should be prepared to accept additional, or surrender existing duties, to enable the efficient running of the practice.

**Equality, Diversity and Inclusion**

A good attitude and positive action towards equality, diversity and inclusion creates an environment where all individuals are able to achieve their full potential. Creating such an environment is important for three reasons: it improves operational effectiveness, it is morally the right thing to do, and it is required by law.

The post-holder will support the Practice policy on equality, diversity and the rights of patients, carers and colleagues. This includes:

- Acting in a way that recognises the importance of people’s 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 patients, carers and colleagues

Overall, behaving in a manner which is welcoming to the individual, is non-judgmental and respects their circumstances, feelings, priorities and rights.

**Confidentiality**

This practice is committed to maintaining an outstanding confidential service. Patients entrust and permit us to collect and retain sensitive information relating to their health and other matters, pertaining to their care. They do so in confidence and have a right to expect all staff will respect their privacy and maintain confidentiality at all times. It is essential that if, the legal requirements are to be met and the trust of our patients is to be retained that all staff protect patient information and provide a confidential service.
- In the course of seeking treatment, patients entrust us with, or allow us to gather, very 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.
- In the performance of the duties outlined, the post-holder will have access to confidential information relating to patients and their carers, Practice staff and other healthcare workers. They may also have access to business information relating to the practice. All such information, from any source, is to be regarded as strictly confidential
- Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with Practice policies and procedures.

**Health & Safety**

The post-holder will assist in promoting and maintaining their own and others’ health, safety and security as defined in the practice Health & Safety Policy, to include:

- Using 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
- Making effective use of training to update knowledge and skills
- Us

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