Finance Administrator

Job summary

Please see attached for full Job Description

You will work under the indirectsupervision of the Finance Manager and undertake tasks and duties delegated toyou following policy and procedures. You will be responsible for assisting theFinance Manager in delivering efficient administrative support that facilitates the smooth runningof the Finance Department,contributing to the wider organization. You will support and assist thePartners and Management team in the provision of effective financial control across all establishments.

Your primary focus will beto process Finance Transactions ensuring that they are appropriately authorizedand processed in an efficient and accurate manner. Your work will involvedata preparation and entry into the Xero Accounting system

Main duties of the job

Raise invoices and ensureincome is recovered by target submission of allclaimable incomeEnsuring costing andprices for invoicingOversee purchase ofsurgery supplies & vaccine contracts working in conjunction with practicedepartmentsProcess invoicesauthorised for paymentReconciliation of bankaccountsCredit Card reconciliationand recording of receiptsManagement of practicecard receipts software and usersManagement ofpetty cashTo prepare and delivermonthly bankingSubmission ofreimbursement claims of rates & other invoicesSubmission of monthlydrugs reimbursement claim & reconciliation of payment.Operate as a team playerto ensure that knowledge, information, and research are shared as appropriateAssist with gathering of statistics when requiredMaintaining and increasing sources of incomeMinimising expenditureSupport the training and development of newstaffUndertake specificassigned tasks, projectsupport or development which may arise fromtime to timeMaintain accurate& complete documentation/records inaccordance with protocolFollow agreed protocols, referring to seniorstaff for rationalisation of resourcesAttend in-house governance, educational & staff meetings as appropriateTo help plan, develop& support the introduction of new workingprocesses to optimisequalityTrain staff to attain optimumperformance

About us

We are an organisation of approximately160 people working in four surgeries and we are lucky to have a team ofdedicated, friendly clinical staff along with a fantastic support team. We merged to become the MiddlewoodPartnership five years ago and love what we do and the organisation we havecreated.

Job description

Job responsibilities

Please see attached for full Job Description

Jobsummary:

You will work under the indirectsupervision of the Finance Manager and undertake tasks and duties delegated toyou following policy and procedures. You will be responsible for assisting theFinance Manager in delivering efficient administrative support that facilitates the smooth runningof the Finance Department,contributing to the wider organization. You will support and assist thePartners and Management team in the provision of effective financial control across all establishments.

Your primaryfocus will be to process Finance Transactions ensuring that they areappropriately authorized and processed in an efficient and accurate manner.Your work will involve data preparation and entry into the Xero Accounting system.

You must work at all times within your own competence and use your own judgement, knowledge and common sense inyour day-to-day activities.

Duties and Responsibilities:

The dutiesand responsibilities to be undertaken by members of the Practice finance teammay include any or all the items in the following list. Duties may be varied from time to time under the direction of the Finance Manager, dependent on current andevolving Practice workload and staffing levels:

Raise invoices and ensureincome is recovered by target dates.

Timely submission of allclaimable income

Ensuring costing andprices for invoicing.

Oversee purchase ofsurgery supplies and vaccine contracts working in conjunction with practicedepartments.

Process invoicesauthorised for payment within guidelines and payment terms.

Reconciliation of bankaccounts.

Credit Card reconciliationand recording of receipts.

Management of practicecard receipts software and users.

Day to day management ofpetty cash.

To prepare and delivermonthly banking.

Submission ofreimbursement claims of rates and other invoices.

Submission of the monthlydrugs reimbursement claim and reconciliation of payment.

Operate as a team playerto ensure that knowledge, information, and research are shared to enable the Finance team todevelop and provide a consistently high quality, cohesive, professional, andproactive service.

Business responsibilities:

Assist with the gathering of statistics and information when required.

Maintaining and increasing sources of income.

Minimising expenditure.

Support the training and development of newstaff.

Undertake specificassigned tasks, projectsupport or development which may arise fromtime to time.

Maintain accurateand complete documentation and records utilising as appropriate and inaccordance with Middlewood Partnership protocol.

Follow agreed protocols, referring to seniorstaff for guidance.

Maintain the ethos and cultureof Middlewood Partnership.

Positively promote Middlewood Partnership.

Ensure rationalisation of resources.

Attend in-house governance, educational and staff meetings as appropriate.

To help plan, developand support the introduction of new workingprocesses to optimisequality.

Train staff to attain optimumperformance.

To build and maintain relationships with other healthcare professionals, includingGPs, GP surgery personnel, CCG personnel etc.

Behave in a professional mannerat all times.

Aboutus

We are an organisation of approximately160 people working in four surgeries and we are lucky to have a team ofdedicated, friendly clinical staff along with a fantastic support team. We merged to become the MiddlewoodPartnership five years ago and love what we do and the organisation we havecreated.

OurPeople

We are a supportive, friendly, andhardworking team who care about the people in the community we serve as well aseach other. We know the work can bechallenging, and we support people when they need it the most. We chip in to support and help each other andare there for one another when needed.We feel our work is very rewarding we care for and serve thecommunity, we get to know people as individuals, and we make a difference totheir health and life.

Confidentiality

While seeking treatment, patientsentrust us with, or allow us to gather, sensitive information in relation totheir health and other matters. They do so in confidence and have the right toexpect that staff will respect their privacy and act appropriately.

In the performance of the dutiesoutlined in this job description, the post-holder may have access toconfidential information relating to patients and their carers, practice staffand other healthcare workers. They may also have access to information relatingto the practice as a business organisation. All such information from anysource is to be regarded as strictly confidential

Information relating to patients,carers, colleagues, other healthcare workers or the business of the Partnershipmay only be divulged to authorised persons in accordance with the practicepolicies and procedures relating to confidentiality and the protection ofpersonal and sensitive data.

Health& safety

The post-holder will assist in promotingand maintaining their own and others health, safety and security as defined inthe practice health & safety policy, the practice health & safetymanual, and the Partnership infection control policy and published procedures.This will include:

Using personal security systems withinthe workplace according to Partnership guidelines.

Identifying the risks involved in workactivities and undertaking such activities in a way that manages those risks.

Making effective use of training toupdate knowledge and skills.

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

Actively reporting health and safetyhazards and infection hazards immediately when recognised.

Keeping own work areas andgeneral/patient areas generally clean, assisting in the maintenance of generalstandards of cleanliness consistent with the scope of the job holders role.

Undertaking periodic infection controltraining (minimum annually).

Reporting potential risks identified.

Demonstrate due regard for safeguardingand promoting the welfare of children.

Equalityand Diversity

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

Acting in a way that recognises theimportance of peoples rights, interpreting them in a way that is consistentwith Partnership procedures and policies, and current legislation.

Respecting the privacy, dignity, needsand beliefs of patients, carers and colleagues.

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

Personal/professionaldevelopment

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

Participation in an annual individualperformance review, including taking responsibility for maintaining a record ofown personal and/or professional development.

Taking responsibility for owndevelopment, learning and performance and demonstrating skills and activitiesto others who are undertaking similar work.

Ensuring completion of mandatory andstatutory training in a timely manner.

Quality

The post-holder will strive to maintainquality within the Partnership, and will:

Alert other team members to issues ofquality and risk.

Assess own performance and takeaccountability for own actions, either directly or under supervision.

Contribute to the effectiveness of theteam by reflecting on own and team activities and making suggestions on ways toimprove and enhance the teams performance.

Work effectively with individuals inother agencies to meet patients needs.

Effectively manage own time, workload,and resources.

Communication

The post-holder will recognise theimportance of effective communication within the team and will strive to:

Communicate effectively with other teammembers.

Communicate effectively with patientsand carers.

Recognise peoples needs for alternativemethods of communication and respond accordingly.

GuaranteedInterview Scheme

Applicants with a disability, who meetthe minimum criteria for the job they are applying for, will be guaranteed aninterview. Suitable candidates must indicate in their application that theywish their application to be considered under the scheme (if applicable)

This job description is not anexhaustive list of duties, and the post holder may be called upon to take onadditional duties commensurate with their role.

Person Specification

Other

Essential

Excellent attendance record

Desirable

Car user and driver, flexibility and willingness to travel between Middlewood practice sites

Qualifications

Essential

A good standard of written and verbal English. Numerate. Excellent customer service skills Good administrative and organisational skills IT literate Excellent telephony skills and telephone manner Understand and observe strict confidentiality

Desirable

Organisational skills

Experience

Essential

Interest in Finance and Accounts Attention to detail Good written and verbal communication Able to work well under pressure Able to work as a team member Able to work unsupervised Self-motivated and able to use own initiative Hard working, enthusiastic and willing to learn Flexible and adaptable, able to work according to changing need Committed to personal development

Desirable

Experience in primary care finance. Experience using Xero accounts software

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