JOB DESCRIPTION Post Finance Officer Salary Grade D Reporting to Finance & Corporate Governance Manager Accountable to CEO PU.....
JOB DESCRIPTION Post Finance Officer Salary Grade D Reporting to Finance & Corporate Governance Manager Accountable to CEO PURPOSE OF THE ROLE You will be supporting PartnersHealth and practices within the PCN prepare and maintain accurate financial records. You will be visiting practices within the PCN and tasked with performing accounting activities and maintaining accurate financial records in compliance with financial regulations. You will be working closely with GP Partners to resolve financial queries and provide management information and subject matter expertise to assist them in running the financial side of their business. Alongside your practice finance role, you will also play a pivotal role in preparing accounts on a daily/monthly/yearly basis to support the accountant in preparing accurate financial records. In this role you will work on all key finance areas including payroll, purchase/sales and credit control, financial reporting, and budgeting/year end. MAIN DUTIES AND RESPONSIBILITIES All of the below will be performed across a variety of financial settings and you will need to deal with multiple accounts and stakeholders. Manage bank reconciliations, accounts payable, and accounts receivable. Process invoices, claims, payroll, pensions, reimbursements, payments, and receipts. Maintain accurate sales and purchase ledgers, generate reports, and perform credit control activities. Handle accounts for a variety of contract types including self-employed and sessional GPs. Manage banking activities, reconcile statements, and process payments. Assist with the annual budgeting process and year-end financial preparations. Ensure data accuracy in the Xero accounting system, maintain efficient administrative systems, and meet deadlines. Adhere to all legal, statutory, data protection, and information governance regulations. Collaborate with stakeholders to address financial queries, provide accurate and timely financial information. Process monthly and ad-hoc invoices, reconcile the sales ledger, and maintain clear and organized filing systems. Code and process all purchase invoices with budget holder approval, generate and manage payment reports, reconcile the purchase ledger, and maintain organized filing systems. Process invoices received from multiple sources using, generate payment reports, and maintain comprehensive filing systems. Manage monthly bank statements, ensure timely banking of received cheques, handle petty cash transactions accurately, and maintain organized filing systems. Ensure accurate generation of payroll amendments for the accountants to generate payroll Process employee overtime and expenses Generate Management information and trend reports as required. Prepare and present financial information to partners. CULTURAL Ensure continuing education, training and development is undertaken to meet role specific and governance guidelines for Continuing Professional Development. Continue to develop soft skills and emotional intelligence in line with the requirements and culture and to uphold the values and culture of PartnersHealth. SAFEGUARDING The organisation takes the issues of Safeguarding Children, Adults and addressing domestic violence very seriously. All employees have a responsibility to support the organisation in our duties by: Attending mandatory training on Safeguarding children and adults. Making sure they are familiar with their and the organisations requirements under relevant legislation. Adhering to all relevant national and local policies, procedures, practice guidance (e.g. LSCB Child Protection Procedures and Practice Guidance) and professional codes. Reporting any concerns to the appropriate authority. MOBILITY Employees may be required to work at any sites within the PCN. BEHAVIOURS PartnersHealth staff should strive towards the following behaviours to support their professional development and working life o Communicate appropriately and clearly and also know when to listen. o Polite and professional always. o Self- starting, inquisitive, and determined o Organised, Structured and Purposeful o Diplomatic, Tactful, Emotionally Aware o Determined, Focused and Resilient o Self -Aware as an individual or part of a team o Happy to Contribute, Respectful, Adaptable o Eager to learn and seek the highest outcomes. o Patient and outcome focused. o Respectfully challenging and decisive o Know when to ask for help. o Work Safely ADMINISTRATION & GENERAL As an employee of the PartnersHealth it is expected that you will take due diligence and care regarding any information collected, recorded, processed or handled by you during the course of your work and that such information is collected, recorded, processed and handled in compliance with Practice requirements and instructions. To work to the agreed standards, policies and procedures, values, and beliefs of the organisation The duties of this post are a guide to the range of responsibilities that may be required. These may change from time to time to meet the needs of the service and/or the development needs of the post holder. This job description will be revised regularly to take account of changes within the organisational structure and the practice business plan.
