Finance Administrator

Job description

Job responsibilities

Duties and Responsibilites

The duties and responsibilities to be undertaken by the Finance Administrator may include any or all of the items in the following list. Duties may be varied from time to time under the direction of the Management Team. All duties are to be carried out professionally.

Monthly bank reconciliation using Xero Accounting software

Invoice production

Purchase ledger control

Accurate recording of VAT giving consideration to the complex nature of GP VAT rules

Support the Finance, Payroll and Pension Administrator with payroll calculations and payments

Petty cash management

Supporting our Data Quality Administrator with monthly drug invoice inspection and entry

Creation and reconciliation of bank payment batches using Lloyds Commercial Banking

Credit card reconciliation

Practice procurement

Liaise with practice accountants

Maintain various finance reconciliation spreadsheets

Highlight missing or inaccurate financial claims

Support the Head of Finance with Enhanced Services searches and claims

Income monitoring including reconciling monthly GMS statements and NHS income

Monitoring the Finance email inbox and highlighting/forwarding incoming emails appropriately to Finance, Payroll and Pension Administrator or Head of Finance

Other general administrative duties

Confidentiality

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately

In the performance of the duties outlined in this job description, the post-holder may have access to confidential information relating to patients and their carers, 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

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, the practice health & safety manual, and the practice infection control policy and published procedures. This will 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

Actively reporting of health and safety hazards and infection hazards immediately when recognised

Keeping own work areas and general/patient areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holders role

Undertaking periodic infection control training (minimum annually)

Reporting potential risks identified

Demonstrate due regard for safeguarding and promoting the welfare of children.

Equality, diversity and inclusion

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 that is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

Personal/professional development

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

Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development

Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work

Responsible for undertaking own mandatory training as per practice policy

Quality

The post-holder will strive to maintain quality within the practice, and will:

Alert other team members to issues of quality and risk

Assess own performance and take accountability for own actions, either or when supervised

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

Work effectively with individuals in other agencies to meet patients needs

Effectively manage own time, workload and resources

Communication

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

Communicate effectively with other team members

Person Specification

Additional Criteria

Essential

• Ability to work as part of a team
• High degree of self-motivation and initiative.

Experience

Essential

• Xero Accounting software knowledge and experience
• Inputting and reconciling financial data
• Producing accurate and complex finance schedules and documentation.
• Experience in an accountancy/ finance background.
• Comfortable operating in a fast-paced environment.

Desirable

• Experience of financial functions and requirements of a GP Practice/NHS organisation
• Completing payroll for a large organisation using Sage 50 Payroll experience

Qualifications

Essential

• Educated to a high standard of GCSEs including Maths and English

Desirable

• AAT qualified or part-qualified

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Holderness Health

Address

Church View Surgery

5 Market Hill House

Hedon

HU12 8JE

United Kingdom

Employer's website

https://www.holdernesshealth.nhs.uk/