About this role
Job summary
We are looking for a temporary Finance Officer to start with us as soon as possible for a period of 3-6 months, working 20 hours per week.
If you feel you meet the Person Specification and can work autonomously we welcome your application.
Main duties of the job
We are looking for an experienced, qualified and reliable Finance Officer to deliver efficient financial processes for the Practice using the Xero cloud base accounting system.
The successful candidate must have experience of payroll and pensions administration; banking; petty cash and purchase and sales ledger.
A high level of accuracy is essential.
About us
The Westgate Practice is a large GMS practice located within the heart of Lichfield (Free parking available).
We have a large team of 100+ staff working across a number of teams, including GPs, Advanced Nurse Practitioners, Practice Nurse, Pharmacy, Mental Health and Administrative.
Our Vision
Westgate Practice will deliver the very best health care to our patients, now and in the future.
Our Mission
Westgate Practice mission is to be an outstanding general practice by delivering high quality care to all our patients, in a timely way and in an environment that meets the individual needs of our patients and staff.
Our Values
Caring & Compassionate
To be caring and compassionate, upholding the dignity and maintaining the confidentiality of each patient receiving care.
Responsive
Provide a responsive service that patients can access when they need us.
Proficient
To promote teaching and training, supporting our staff to develop their skills and cherishing our role in training GPs of the future.
Continual Improvement
To share our vision, to learn from feedback, embrace change and be the best we can be.
Professional
To be professional and accountable for our actions. To be open and responsible.
Fairness & Equality
To be fair and equitable with our patients, stakeholders and staff.
Value & Respect
To value & respect our patients, colleagues and stakeholders.
Job description Job responsibilities
Job Title: FINANCE OFFICER
Reports to: Head of Practice
Job Summary: To deliver efficient and highly accurate financial processes for the practice using Xero cloud base accounting system.
Key Duties and Responsibilities
Payroll & Pensions
To work with HR Officer in accurate preparation of monthly payroll, ready for processing by IRIS payroll outsourcing teams payments for new starters, leavers, HMRC notices, Pensions, Auto Enrolment, RTI, PAYE and year end processes. Staying up to date with current legislation / legal requirements on pensions.
To report to NHS Pensions agency monthly, at year end and as staff changes occur. Deal with all staff queries. Keep up to date with NHS Pension Scheme changes and obligations Auto enrolment as required
Operational Responsibilities
Process purchase invoices through the Accounts Payable system. Understanding and monitoring NHS claims income.
To keep accurate records of purchases on Xero and spreadsheets. To reconcile deliveries with suppliers invoices and raise timely payments to suppliers. To reconcile direct debit payments with services receive/bills.
To raise sales invoices for services delivered to the practice, industrial companies etc,
Recording and reconciling invoices on Xero
NHS Invoices to raise invoices for NHS services claimed on a monthly basis (or at other agreed intervals) sending details as required to the ICB, NHS Business Services or other NHS bodies as appropriate.
Perform monthly income reconciliations, matching receipts to amounts due
Produce aged debtor reports and follow aged debt escalation processes to recover overdue receipts from customers.
Ensure that expenditure and income coding is correct
Ad-hoc work/tasks as requested by the Head of Practice
Other financial duties
Banking to undertake banking into the Practices current account on a monthly basis (or as appropriate) keeping accurate records and reconciling payments received
Other financial duties will include handling and reconciling petty cash, dealing with any other miscellaneous payments, claims and sundry income, assisting with the financial year end process, preparing schedules as required
Reconciling Income / Expenditure to Xero
Asset Management to carry out annual asset check and ensure this is maintained an up to date.
To support the end of year stock take of drugs and consumables for accounts purposes.
The above list of duties and responsibilities is not intended to be exhaustive. The post holder may from time to time be asked, by the Partners or their representatives, to undertake other tasks commensurate with their grade and post.
Flexibility is essential at all times to ensure that the Practice is well staffed, especially to cover holiday and sickness. Staff may be required to work at any of the Practices premises.
Changes in Primary Care: The post holder should be aware that these tasks are subject to change, particularly when changes are imposed on the Practice by external organisations and the NHS in general. Any substantial changes will be discussed and training given.
Person Specification
Qualifications Essential
Education/ Qualifications/ Training Recognised Accounting Qualification within further education. Recognised degree within accounting and finance or similar
Desirable
AAT qualification Advanced level Microsoft Office A demonstrable commitment to professional development
Experience Essential
Worked within an office environment previously Worked within a finance team previously An understanding, acceptance and adherence to the need for strict confidentiality Ability to use own judgement, resourcefulness and common sense Ability to work without direct supervision and determine own workload priorities Ability to work as part of an integrated multi-skilled team Pleasant and articulate Able to work under pressure Able to work in a changing environment Able to use own initiative
Other Essential
Excellent communication skills (written and verbal) Excellent excel skills Ability to work under pressure and plan / prioritise workload Attention to detail & diligent approach to work Ability to use own initiative Self-motivated Team player Advanced numeracy skills Excellent keyboard and computer skills
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 The Westgate Practice
Address Greenhill Health Centre
Church Street
Lichfield
Staffordshire
WS13 6JL
United Kingdom
Employer's website https://www.westgatepractice.co.uk/ (Opens in a new tab)