Finance Assistant

1 month ago

Shrewsbury, United Kingdom The Beeches Medical Practice Full time

Job summary

An new and exciting vacancy has arisen at The Beeches Medical Practice Shrewsbury, working 16 hours per week, to supportthe Practice Manager in the management and coordination of all aspects of organisation finances. Optimising efficiency and financial performance, ensuring the organisationachieves its long-term strategic objectives.

Main duties of the job

Paying of invoices, optimising efficiency and financial performance, ensuring the organisation achieves its long-term strategic objectives.

About us

The Beeches Medical Practice is afriendly 4 Partner Practice. We are situated on the south side of Shrewsburyproviding medical care for approximately 7,000 people. The practice covers awide area from Bayston Hill to Leebotwood in the north - south direction andActon Burnell to Pulverbatch in the east - west direction.

We have two surgeries, Bayston Hill and Dorrington. Dorringtonbeing our dispensing surgery.

We are an efficient and friendly team includes 4 GP partners, 2ANPs, 4 PN, and an HCA/Phlebotomist, a Practice Manager, Dispensary Manager, 2team leaders, Care Coordinator, and a team of 11 Medical administrators,Dispensers and Receptionists.

We are a training practice, and clinicians and staff are veryinvolved in ensuring the trainees gain full experience of all aspects of lifein general practice. We look after Medical Students from Keele University andGP Registrars for various timescales.

We use EMIS Web clinical system along with Docman and GP Teamnet

Job description

Job responsibilities

The post holder will assist the Practice Manager to;

Manage practice budgets and seek to maximise income. Manage practice accounts including transfer of funding to Shrewsbury PCN accounts; submit year-end figures promptly and liaise with the practice accountant. Monitor cash-flow, prepare regular forecasts and reports to the partners. Manage bank accounts; negotiate/liaise with the practice bankers. Monitor income and expenditure statements and purchase/sales ledger transactions and oversee the Operations Finance Manager with monthly bookkeeping and bank reconciliation. Manage partners drawings and equalisation payments. Liaise with practice payroll company and ensure appropriate information is provided in order that staff payroll and pension records are maintained and updated accordingly. Monitor PAYE and Pensions for practice staff and maintain appropriate records in partnership with practice payroll company. Manage appropriate systems for handling and recording of cash and cheques and petty cash. Manage cost rent reimbursements including 3 yearly cost rent reviews, maximising potential income. Work with the Quality Manager regarding claims (CQRS and LCS). Manage and oversee all purchasing.

Ensure invoices are paid within the given time frame.

Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues, informing the Practice Manager as required.

Collaborative Working

All staff are to recognise the significance of collaborative working. Teamwork is essential in multidisciplinary environments. Effective communication is essential, and all staff must ensure they communicate in a manner which enables the sharing of information in an appropriate manner.

Communication:

The post-holder will:

Communicate effectively with other team members.

Confidentiality

In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients, 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.

Contribution to the implementation of services:

The post-holder will:

Apply practice policies, standards, and guidance. Discuss with other members of the team how the policies, standards and guidelines will affect own work. Participate in audit where appropriate.

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.

Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards

Reporting potential risks identified

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 peoples 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 which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights. Person Specification

Experience

Essential

Experience of maintaining financial information systems

Desirable

Experience of working in a healthcare setting Experience of primary care/running costs for NHS organisations Experience of data analysis and the production of reports

Qualifications

Essential

Excellent standard of education with excellent literacy and numeracy skills AAT accounting qualification

Desirable

Educated to degree level in healthcare or business

Skills and Personal Qualities

Essential

Ability to exploit and negotiate opportunities to enhance service delivery Strong IT skills Microsoft Office Strategic thinker and negotiator Excellent communication skills (written, oral and presenting) Effective time management (planning and organising) Ability to network and build relationships Proven problem-solving and analytical skills Polite and confident Flexible and co-operative Excellent interpersonal skills Motivated and proactive Ability to use initiative and judgement High levels of integrity and loyalty Disclosure Barring Service (DBS) check Maintain confidentiality at all times Full UK driving licence

Desirable

EMIS/SystmOne/Vision user skills

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