Job Description

Job Purpose
To support management in all aspects of practice finances, optimising efficiency and financial performance, and ensuring the organisation achieves its long-term strategic objectives.
Through innovative working, support the achievement of NHS targets and sustainable changes within a profitable, efficient practice environment. Collaborate with the management team to promote:

• Equality, Diversity & Inclusion (ED&I)
• Social, Health, Environmental and Financial (SHEF) responsibilities
• Quality improvement and compliance with CQC regulations
• Confidentiality, continuous learning, and collaborative working

Main duties of the job
Primary Responsibilities
The Finance Officer will undertake the following core duties. Additional tasks may be required depending on workload and staffing:

• Review all income and expenditure statements, rectify discrepancies, and report to management
• Ensure timely payment of invoices
• Manage petty cash and cheque systems effectively
• Ensure accurate ledger coding for payroll
• Prepare and present high-standard monthly financial reports
• Present financial forecasts to partners as needed
• Implement and monitor effective financial control processes
• Provide financial insight regarding contract and legislative changes
• Liaise with the ICB to ensure equitable resource allocation

Secondary Responsibilities
The Finance Officer may also be expected to:

• Deputise for the Finance Manager in their absence
• Be the primary finance contact for NHS England, ICB, and the organisations accountant
• Support audit processes as directed
• Attend external finance-related meetings

About us
We are a medium-sized based across two sites that are located very closely. We aim to provide our patients with continuity of care, building on our combined strengths. We have a deep-seated commitment to our patients and staff, believing in supporting our colleagues to deliver their best. We support both individual staff development and regular team time together to celebrate success and keep improving.
We believe in supporting our staff to work safely to deliver excellent care while preserving work/life balance for all.
We are part of a small and committed PCN groups of 3 practices who work closely together, including quarterly Network meetings for all of the nursing teams.
10,000 patients, 2 sites. 3 GP Partners, 3 salaried GPs, 1 Clinical Pharmacist, 2 PNs, 2 HCAs . S1 practice.
Details
Date posted
18 November 2025
Pay scheme
Other
Salary
14.41 an hour
Contract
Permanent
Working pattern
Part-time, Flexible working
Reference number
A0898-25-0006
Job locations
Westfield MC, The Reginald Centre
263 Chapeltown Road
Leeds
ls7 3ex
Allerton Medical Centre
6 Montreal Avenue
Leeds
LS7 4LF
Job description
Job responsibilities
Detailed Job Responsibilities
Book-keeping

• Maintain accurate, computerised book-keeping (e.g. Xero)
• Reconcile bank accounts within three weeks of month-end

Banking

• Oversee incoming monies
• Handle electronic banking queries and processes
• Conduct weekly bank balance checks
• Perform banking duties when required

Petty Cash & Cash Transactions

• Administer petty cash: disburse, record, reconcile, and monitor use
• Manage systems for patient payments (cash and card)

Sales Ledger & Income

• Invoice preparation for SLA, non-NHS, and contract work
• Ensure practice receives all reimbursements
• Submit claims for GP sickness, maternity, and paternity leave
• Monitor CQRS income and report discrepancies

Purchases & Purchase Ledger

• Validate and authorise supplier payments
• Reconcile accounts monthly and pursue outstanding debtors
• Maintain strong supplier relationships and manage consumables/resources

Reporting: Month-End and Year-End

• Liaise with accountants and banks
• Complete monthly and year-end financial reconciliations
• Archive and manage financial records per policy

Partnership Financial Matters

• Compile and send partner expense data to accountants

Payroll, Drawings & Pension

• Onboard new staff to payroll and pension systems
• Manage PAYE and pension contributions
• Issue payslips and handle staff payroll queries
• Record overtime, mileage, and locum claims
• Oversee accurate GP registrar pay and reimbursement
• Act as pensions officer, liaising with payroll bureau and PCSE

HR Support

• Track staff absences for payroll
• Monitor and ensure valid insurance and defence cover for doctors
• Update HR records for staff lifecycle events (e.g. starters/leavers)
• Maintain records of staff training and immunisation status

Job description
Job responsibilities
Detailed Job Responsibilities
Book-keeping

• Maintain accurate, computerised book-keeping (e.g. Xero)
• Reconcile bank accounts within three weeks of month-end

Banking

• Oversee incoming monies
• Handle electronic banking queries and processes
• Conduct weekly bank balance checks
• Perform banking duties when required

Petty Cash & Cash Transactions

• Administer petty cash: disburse, record, reconcile, and monitor use
• Manage systems for patient payments (cash and card)

Sales Ledger & Income

• Invoice preparation for SLA, non-NHS, and contract work
• Ensure practice receives all reimbursements
• Submit claims for GP sickness, maternity, and paternity leave
• Monitor CQRS income and report discrepancies

Purchases & Purchase Ledger

• Validate and authorise supplier payments
• Reconcile accounts monthly and pursue outstanding debtors
• Maintain strong supplier relationships and manage consumables/resources

Reporting: Month-End and Year-End

• Liaise with accountants and banks
• Complete monthly and year-end financial reconciliations
• Archive and manage financial records per policy

Partnership Financial Matters

• Compile and send partner expense data to accountants

Payroll, Drawings & Pension

• Onboard new staff to payroll and pension systems
• Manage PAYE and pension contributions
• Issue payslips and handle staff payroll queries
• Record overtime, mileage, and locum claims
• Oversee accurate GP registrar pay and reimbursement
• Act as pensions officer, liaising with payroll bureau and PCSE

HR Support

• Track staff absences for payroll
• Monitor and ensure valid insurance and defence cover for doctors
• Update HR records for staff lifecycle events (e.g. starters/leavers)
• Maintain records of staff training and immunisation status

Person Specification
Experience
Essential

• Experience
• Excellent literacy & numeracy
• Data analysis & report production
• Financial IT systems
• Financial planning & forecasting
• Skills
• Communication
• Strong IT and analytical skills
• DBS clearance
• Maintain strict confidentiality

Desirable

• AAT accounting qualification
• NHS or primary care finance
• Healthcare setting experience

Person Specification
Experience
Essential

• Experience
• Excellent literacy & numeracy
• Data analysis & report production
• Financial IT systems
• Financial planning & forecasting
• Skills
• Communication
• Strong IT and analytical skills
• DBS clearance
• Maintain strict confidentiality

Desirable

• AAT accounting qualification
• NHS or primary care finance
• Healthcare setting experience

Skills Required