Financial Income Specialist

3 weeks ago

London, Greater London, United Kingdom Guy's and St Thomas' NHS Foundation Trust Full time

Job Overview

The primary responsibility of this role is to gather, assess, and interpret essential data necessary for tracking performance against the corporate income budget.

This position involves managing ledger entries to ensure that all income categories are accurately reflected in financial reports.

The analyst will engage in detailed tasks related to budgeting, pricing, financial oversight, and monitoring of all central income streams.

Effective workload planning is crucial to meet all weekly, monthly, quarterly, and annual deadlines within the established timelines.

The role includes investigating cash discrepancies by Commissioner, collaborating with Accounts Receivable as needed.

The analyst will prepare journals based on calculations and analyze financial information systems to interpret outputs.

Additionally, the role involves assisting in the creation of ad hoc reports for Commissioning Managers utilizing tailored databases.

It is essential to ensure that all income sources listed in the contract schedule are billed accurately to the appropriate organization.

The analyst must confirm that all advised ad hoc income is received and that documentation is properly maintained.

Furthermore, it is important to accurately report all new income streams.

The incumbent is expected to actively pursue the development of their skills, experience, and career.

About Us

Join a dedicated and supportive team responsible for Trust-wide accounting of NHS Income from commissioners. Be part of a dynamic finance team that values collaboration and excellence.

Key Responsibilities

Duties and Responsibilities

Communication

  • Address and respond to inquiries from Commissioners, Providers, and staff, which may be complex and contentious, involving both internal and external stakeholders.
  • Contribute positively to the Finance Department, uphold high professional standards, and assist in achieving financial and operational objectives aligned with the business plan.
  • Generate financial analyses for senior Trust managers.
  • Prepare monthly activity and income reports to facilitate invoicing for Commissioners, NHS Overseas Visitors, and Non-England Organizations.

Patient/Customer Care

  • Limited incidental contact with patients and their families.

Policy & Service Development

  • Contribute to the ongoing development of best practices within the department, continually reviewing and redesigning processes to enhance service delivery.
  • Interpret national guidelines related to data collection and develop effective systems to achieve desired outcomes.
  • Ensure robust, accurate, and complete identification of activity and income across all categories.

Analytical & Judgemental Skills

  • Resolve queries independently when appropriate or propose options to management for resolution.
  • Conduct analyses of financial data as needed to assist Commissioners and external colleagues in understanding Trust reports for timely payments.
  • Support the Senior Finance Manager of Income in producing monthly invoices and credit notes for performance, as well as monthly invoicing for all Cost per Case Commissioners and NHS Overseas, utilizing the SLA Monitoring system.
  • Assist in generating weekly activity and income reports for Trust Finance Managers.
  • Participate in the preparation of month-end corporate income positions according to the monthly schedule.
  • Produce Work In Progress monitoring statements for Commissioners.
  • Complete and present control account reconciliations to the Senior Finance Manager of Income, ensuring maintenance of central records and analyzing the need for potential release of specific provisions to enhance the Trust's financial position.
  • Audit and reconcile activity data monthly to ensure accurate attribution of all activity to the correct income source, reporting issues and risks to the Senior Finance Manager of Income.

People Management

  • Collaborate with staff in other sections to ensure targets are achieved.
  • Implement revised procedures and provide training and support to staff in other sections as necessary.

Information Management

  • Utilize advanced spreadsheet functions to create and design spreadsheets that support the analysis of various income streams.
  • Develop reports for routine or ad hoc purposes as directed using available systems.
  • Manipulate and format information for internal and external distribution.
  • Create and format databases and spreadsheets for Trust Managers to meet specific objectives.
  • Identify areas for potential adaptations to current systems to ensure the Trust can record and charge for all activity elements.
  • Produce ad hoc reports analyzing all income and activity variances as required.

Other Duties

  • Undertake any other duties commensurate with the grade as requested.

Education & Qualifications

Essential

  • Degree level education or equivalent.
  • Actively pursuing a CCAB professional qualification.

Experience & Knowledge

Essential

  • Extensive experience within a finance department.
  • Knowledge of NHS Finance and organizational structures, including understanding clinical activity coding and recording.
  • Familiarity with finance computer systems and financial coding structures.

Skills & Abilities

Essential

  • Strong ability to plan and organize workload to meet deadlines while balancing competing priorities.
  • Proficient in analyzing, investigating, and resolving queries independently within departmental procedures and external guidelines.
  • Confident in using IT, including Microsoft Office and integrated financial ledger systems, ensuring accurate output.
  • Capable of creating complex spreadsheets and databases to manipulate intricate financial data, often using multiple systems simultaneously.
  • Ability to maintain focus, even during frequent interruptions.
  • Skilled in interpreting complex external guidance and implementing it locally.
  • Proficient in written and verbal communication with all levels of staff and external contacts, particularly in complex and potentially contentious situations.
  • Ability to influence and negotiate effectively.

Personal Qualities

Essential

  • Team-oriented with strong interpersonal skills, contributing positively to departmental operations.
  • Capable of managing competing information requests from various sources.
  • Self-motivated with a proactive approach to problem-solving and motivating others.
  • Highly organized with effective time management skills to meet tight deadlines and targets.
  • Demonstrates integrity and professionalism.
  • Maintains a positive attitude towards challenges and change.

Other Requirements

Essential

  • Reliable work history in an office environment.

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