Finance Administrator

Please see attached for full Job Description Job summary: You will work under the indirect supervision of the Finance Manager and undertake tasks and duties delegated to you following policy and procedures. You will be responsible for assisting the Finance Manager in delivering efficient administrative support that facilitates the smooth running of the Finance Department, contributing to the wider organization. You will support and assist the Partners and Management team in the provision of effective financial control across all establishments. Your primary focus will be to process Finance Transactions ensuring that they are appropriately 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 in your day-to-day activities. Duties and Responsibilities: The duties and responsibilities to be undertaken by members of the Practice finance team may 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 and evolving Practice workload and staffing levels: Raise invoices and ensure income is recovered by target dates.

Timely submission of all claimable income Ensuring costing and prices for invoicing. Oversee purchase of surgery supplies and vaccine contracts working in conjunction with practice departments. Process invoices authorised for payment within guidelines and payment terms. Reconciliation of bank accounts.

Credit Card reconciliation and recording of receipts. Management of practice card receipts software and users. Day to day management of petty cash. To prepare and deliver monthly banking.

Submission of reimbursement claims of rates and other invoices. Submission of the monthly drugs reimbursement claim and reconciliation of payment. Operate as a team player to ensure that knowledge, information, and research are shared to enable the Finance team to develop and provide a consistently high quality, cohesive, professional, and proactive 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 new staff. Undertake specific assigned tasks, project support or development which may arise from time to time.

Maintain accurate and complete documentation and records utilising I.T. as appropriate and in accordance with Middlewood Partnership protocol. Follow agreed protocols, referring to senior staff for guidance. Maintain the ethos and culture of Middlewood Partnership.

Positively promote Middlewood Partnership. Ensure rationalisation of resources. Attend in-house governance, educational and staff meetings as appropriate. To help plan, develop and support the introduction of new working processes to optimise quality.

Train staff to attain optimum performance. To build and maintain relationships with other healthcare professionals, including GPs, GP surgery personnel, CCG personnel etc. Behave in a professional manner at all times. About us We are an organisation of approximately 160 people working in four surgeries and we are lucky to have a team of dedicated, friendly clinical staff along with a fantastic support team.

We merged to become the Middlewood Partnership five years ago and love what we do and the organisation we have created. Our People We are a supportive, friendly, and hardworking team who care about the people in the community we serve as well as each other. We know the work can be challenging, and we support people when they need it the most. We chip in to support and help each other and are there for one another when needed.

We feel our work is very rewarding we care for and serve the community, we get to know people as individuals, and we make a difference to their health and life. Confidentiality While 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 Partnership 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 Partnership infection control policy and published procedures. This will include: Using personal security systems within the workplace according to Partnership 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, free from hazards. Actively reporting 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 and Diversity 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 Partnership 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 Partnership 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. Ensuring completion of mandatory and statutory training in a timely manner. Quality The post-holder will strive to maintain quality within the Partnership, 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 teams performance. Work effectively with individuals in other agencies to meet patients needs. Effectively manage own time, workload, and resources. Communication The post-holder will recognise 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 peoples needs for alternative methods of communication and respond accordingly. Guaranteed Interview Scheme Applicants with a disability, who meet the minimum criteria for the job they are applying for, will be guaranteed an interview. Suitable candidates must indicate in their application that they wish their application to be considered under the scheme (if applicable) This job description is not an exhaustive list of duties, and the post holder may be called upon to take on additional duties commensurate with their role.