Finance Assistant

5 months ago

Carlisle, United Kingdom North Cumbria Primary Care Full time

**Summary**

We have a great opportunity for a motivated individual to join us as a finance assistant. Whilst the initial focus of the role will be on supplier management there will be the opportunity to broaden this to other areas of the finance function. You will work within a supportive, innovative team to provide high quality finance and administrative support to our GP practices.

We are looking for someone who is ATT part-qualified or with equivalent experience, who has good attention to detail and is able to prioritise and work to tight deadlines.

Additional benefits include:

- Access to the NHS Pension Scheme with employer contributions of 23.7%
- 33 days annual leave (inclusive of bank holidays) increasing to 38 days after 5 years’ service
- Enhanced sick pay after 6 months
- Support with career development and training

**Duties and Responsibilities**

Duties will include, but are not limited to:

- Ensuring accurate entry of financial information into accounts software
- Entry of bills for budget holder approval
- Payment of approved supplier bills
- Completing supplier statement reconciliations
- Liaising with suppliers to resolve queries
- Dealing with practice queries on supplier bills
- Raising sales invoices for funding claims
- Clearing Xero bank feed
- Entry of petty cash expenses into Xero
- Ordering miscellaneous small consumable items
- Supporting with reimbursement claims for rent, rates and water expenses
- Assisting with tasks that contribute to the preparation of the management accounts

**Confidentiality**
- In the course of seeking treatment patients entrust us with, or allow us to gather, 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 in this job description, the post-holder may have access to confidential information relating to patients and their carers, practice staff and other healthcare workers. They may also have access to information relating to the practice as a business organisation. 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 the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

**Health and 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 and the practice Infection Control Policy. This will 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
- Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards
- Actively reporting health and safety hazards and infection hazards immediately when recognised
- Keeping own work areas and general patient areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holder's role

**Equality and diversity**

The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include:

- 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
- Behaving in a manner that is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

**Personal/Professional development**

The post-holder will participate in any training programme implemented by the practice as part of this employment, such training to include:

- Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development
- Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work

**Risk Management**

All staff have a responsibility to report all clinical and non-clinical accidents, incidents or near-misses promptly and when requested to co-operate with any investigations undertaken.

**Quality**

The post-holder will strive to maintain quality within the practice, and will:

- Alert other team members to issues of quality and risk
- Assess own performance and take accountability for own actions, either directly or under supervision
- Contribute to the effectiveness of the team by refl

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