Job Description

Overview

We have an exciting opportunity for a new Finance officer, to join our growing practice in the beautiful city of Bath.

We have two exceptional sites: Rush Hill: A purpose-built, modern premises on Baths south side and Weston: A charming, converted Georgian house opposite the Royal United Hospital.

Job Summary:

The post-holder will ensure that the practice finances, records, accounts and reports are kept up-to-date and administered efficiently.

Finance Responsibilities:

Income and Expenditure Management:

Process and maintain accurate records of all income and expenditure. Reconcile all bank accounts and petty cash monthly using Xero.
Invoice and Payment Reconciliation:

Record and reconcile all invoices and credits in Xero. Match payments with PCSE remittance statements and ICS/NHSE transactions. Collaborate with the Data Quality Lead to ensure all payments due via CQRS and monthly/quarterly NHSE/ICB returns are received. Analyse performance against previous years and report findings to partners to optimize income.
Prescriptions and Claims Management:

Work with the Prescriptions Lead to ensure monthly FP34D claims align with drug payments received. Process claims related to Locally Administered Reimbursable Contraception (LARC) and Locally Commissioned Services.
Locum Payments and Financial Administration:

Process monthly locum payments and manage Locum A forms. Oversee practice petty cash, including weekly reconciliation of payments received at Reception, at both sites. Raise and process payment for all other invoices, ensuring close coordination with purchasing.
End-of-Year and Accounts Receivable:

Prepare end-of-year accounts as required by the practice's accountants. Follow up on outstanding invoices from insurance companies, solicitors, and patients for medical examinations or other services.
Credit Card and Room Rental Management:

Manage the practice's credit card, verifying monthly expenditures against statements. Handle room rental invoicing and ensure timely payment collection.
Financial Reporting and Issue Escalation:

Keep the Practice Manager informed of missing payments or any discrepancies in expected income. Provide financial insights and raise concerns about reduced income where applicable.
Ad Hoc Financial Duties:

Address any additional finance-related tasks as required to support the smooth running of the practice. Assist with sensitive or confidential tasks on behalf of the Partners, maintaining the highest level of discretion.
Payroll:

Prepare monthly spreadsheet to send to external payroll agency

General Responsibilities:

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 , 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, 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 recognizes the importance of people's 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.
Personal/Professional Development:

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

Participation in an annual individual performance review/appraisal, including taking responsibility for maintaining a record of their own personal and/or professional development. Taking responsibility for their own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work.
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 directly or under supervision Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the team's performance Work effectively with individuals in other agencies to meet patients needs Effectively manage own time, workload and resources.
Communication:

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

Communicate effectively with other team members Communicate effectively with patients and carers Recognise people's needs for alternative methods of communication and respond accordingly.

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.
If you are passionate about finance and possess the required skills, we encourage you to apply for this exciting opportunity to contribute to our organisation's success.

Job Type: Part-time

Pay: 16.00-18.00 per hour

Expected hours: 8 - 10 per week

Benefits:

Company pension
Schedule:

Monday to Friday
Work Location: In person

Application deadline: 01/07/2025
Reference ID: 05062025