Finance Administrator
7 months ago
**Job title**:Finance Administrator
**Reports to**:Finance Manager
**Hours**:18 hours per week
**Salary**:Band C2
**Job role and purpose**:
The post holder will assist in the day to day finance function of Solihull Healthcare Partnership. The post holder will be responsible for the stock ordering and petty cash duties. There will be a requirement to become proficient in using the in-house web based accounting software (Xero). Liaise with both suppliers and customers as required.
**Main duties and responsibilities**:
- Ensuring accurate entry and reconciling of petty cash for all 7 surgeries.
- Reconciling cash/cheques/bacs for medical reports
- Reconciling cheques/bacs for funeral directors payments
- Ensure weekly medical reports analysis is sent to Admin
- Liaise effectively with suppliers regarding all ordering of all stock for all 7 surgeries.
- PPA analysis - ensuring SHP is claiming correctly and ensuring the reimbursement is higher than the cost of the drug purchase
- Quarterly stocktaking of all surgeries
- Ad-hoc reporting
- Maintain current in house accounting filing systems (digital and paper records).
- Adhere to the practice financial policies and procedures whilst carrying out this role.
- Support and assist the Payroll & Finance Officer, Finance Officer & Finance Manager as required.
- Any other duties that may arise appropriate to the role of Finance Administrator
**WORKING ENVIRONMENT**
Health and safety considerations must be adhered to as follows:
- Maintaining a thorough understanding of health and safety protocol for oneself and others
- Using security systems within the Practice as instructed
- Identifying potential risks within the Practice environment and undertaking to minimise such risks
- Maintaining up-to-date knowledge and training of health and safety guidelines
- Understanding and utilising appropriate infection control procedures, maintaining hygiene in work areas and keeping the premises free from hazards
- Immediate reporting of potential risks as identified
**CONFIDENTIALITY AND DIVERSITY**
- In the undertaking of the duties outlined above the post-holder may have access to sensitive information relating to patients, carers and Practice staff. This must be kept strictly confidential at all times.
- Patients seeking information from the Practice do so in confidence and as such have the right to expect that staff will respect their privacy and act appropriately
- Practice policies and procedures relating the protection of personal and sensitive data must be adhered to at all times and only divulged to authorised persons.
- The post-holder will support the equality, diversity and rights of patients in a manner that is consistent with Practice policies and legislation
- The privacy, dignity and beliefs of patients, carers and colleagues must be respected
- The post-holder should behave in a manner which is welcoming, non-judgmental and respectful of the circumstances and rights all of all visitors to the Practice
**TRAINING AND DEVELOPMENT**
- The post-holder will participate in any training programme deemed appropriate by HR, which may include:
- An annual individual performance review, to include the contribution a record of own personal and professional development and discussing targets for the future
- Taking responsibility for own development, learning and performance and demonstrating skills to other members of staff when required
- Attending any external training course thought appropriate to the role
**MAINTAINING QUALITY**
The post-holder will strive to:
- Effectively prioritise own time and workload
- Alert colleagues to issues of quality and risk
- Assess own performance and take accountability for own actions
- Contribute to the effectiveness of the team by making suggestions for areas of improvement
- Work constructively with individuals in other healthcare organisations to meet patient’s needs
- Communicate problems effectively with other team members and work together towards a solution
**CONTRIBUTION TO THE PRACTICE**
The post-holder will be expected to:
- Discuss Practice policies with other members of the team and seek to implement new services and quality standards where appropriate
- Participate in audit when required
**Health and Safety**
- To comply with the Health and Safety at Work etc. Act 1974
- To take responsibility for their own health and safety and that of other persons who may be affected by their own acts or omissions.
**Equality and Diversity**
- To always carry out their responsibilities in line with Equal Opportunities Policy and Procedure.
**Risk Management and Clinical Governance**
- To work within the Clinical Governance Framework of the practice, incorporating Risk Management and all other quality initiatives and all aspects of CQC implementation.
**Confidentiality**
- To maintain confidentiality of information relating to clients, staff, and other users of the services in accordance with the Data Protection Act
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