Financial Services Coordinator

3 weeks ago

Plymouth, Plymouth, United Kingdom University Hospitals Plymouth NHS Trust Full time

Job Overview

The primary responsibility of this role is to ensure that financial and payroll data is processed in accordance with established protocols, facilitating accurate statutory reporting.

The position involves addressing inquiries and concerns from suppliers and staff/customers, providing necessary support and guidance.

It is essential that all tasks are completed within the designated financial timelines.

The role may include advising patients and clients regarding applicable charges.

This is an entry-level position, and the successful candidate will be expected to pursue the Association of Accounting Technicians training qualification through an approved provider.

Preference will be given to internal Trust personnel, as well as those with 'Priority' and 'At Risk' status, including NHS at Risk staff throughout the region, who can demonstrate recent relevant experience as outlined in the Person Specification.

Key Responsibilities

Provide financial assistance to the Finance Team Leader to support Budget Holders and the Management and Financial Accounting teams, ensuring accurate monthly financial reporting for each Directorate in accordance with closeout schedules.

This position is team-oriented, and while specific duties may not be performed regularly by each team member, all members are expected to possess knowledge of and be able to cover various tasks.

Organize and plan straightforward tasks, some of which may be ongoing, ensuring that daily, monthly, quarterly, and annual financial deadlines are met.

About Our Organization

We are a people-centric organization where every staff member plays a vital role in making a difference. Our patients are at the core of our mission. Joining University Hospitals Plymouth NHS Trust means becoming part of a dedicated team committed to innovation, clinical excellence, and exceptional customer service. The Trust offers excellent opportunities for career advancement in a dynamic working environment. We provide all of this in a vibrant, modern city known for its adventurous spirit.

We recognize the importance of work-life balance for our colleagues and welcome requests for flexible or part-time working arrangements for our advertised positions. We encourage applicants from diverse backgrounds to apply, as diversity enhances our teams.

Job Duties

- Provide financial support to the Financial Services Team, Business Advisors, Financial Account, and other finance personnel.

- Assist the Management Accounts function in supporting budget holders with Directorate Finance matters.

- Respond to routine inquiries from Trust Fund Managers and external organizations, directing more complex queries to the line manager.

- Handle sensitive information with discretion and professionalism.

- Month-end Financial Results: Complete task lists, including data analysis and interpretation as necessary, identifying errors and discrepancies and resolving issues using various methods.

- Budget and expenditure tracking: Accurately correct identified discrepancies, producing budget, accrual, and permanent journals as needed.

- Balance sheet reconciliations: Balance and reconcile straightforward control accounts.

- Ensure proper coding of income and expenditure items to budgets and produce required analyses.

- Invoicing: Ensure timely and accurate invoicing of income and proper handling of credit notes.

- Accounts Payable: Direct all non-purchase order invoices to the appropriate budget holder for coding and approval, ensuring timely follow-up on credit notes.

- Address complex supplier and budget holder inquiries regarding invoices.

- Respond to complex queries from Budget Holders and Trust Fund Managers, referring to the line manager for guidance when necessary.

- Generate regular financial and management reports, suggesting improvements to processes and implementing agreed changes.

- Input financial data into computerized and paper systems, creating and updating complex financial spreadsheets.

- Participate in departmental training and provide guidance to new or less experienced staff, including induction training for trainees.

- Handle cash transactions responsibly, including cash, cheques, and vouchers from various sources.

- Assist patients and clients during incidental contacts, providing non-clinical advice and information as needed while adhering to departmental policies and procedures.

Qualifications

Essential

- 5 GCSEs including Maths and English at Grade C or above, or equivalent demonstrable experience.

- NVQ Level 3, Association of Accounting Technicians (AAT) Intermediate Level, or equivalent demonstrable experience.

Desirable

- A levels or equivalent demonstrable experience.

Knowledge & Experience

Essential

- High level of numeracy skills.

Desirable

- Previous demonstrable finance experience.

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