Job summary
DownendHealth Group has an exciting opportunity for a Finance Lead/Bookkeeper to joinour corporate services team reporting tothe Executive Business Manager. You will take a lead responsibility for the financialtransactions and reconciliations of the Practice to ensure high levels ofaccuracy and standards of financial probity. The role will require circa 30 hours per week.
Youwill need to have a dedication to numerical accuracy and strong financialgovernance and have excellent interpersonal/communication skills. The post includes an attractive salary, pension scheme, andopportunities for development.
Youwill join a friendly and supportive practice team, and you will be able to develop your financial skills and reallymake the role your own. Experience of working in aprimary care setting is advantageous but not essential as training will be providedto the successful candidate.
The team at Downend HealthGroup look after just under 30,000 patients, within two surgery locationslocated a short walk apart, and under a single partnership. We currently have a team of 20 doctors whoare working with Paramedics, Clinical Pharmacists and a dedicated team of Nursesand Healthcare Assistants.
We particularly welcomeinformal visits to the practice, if you are interested in finding out more, pleaseemail:
Chris Brookes Executive Business Manager
Main duties of the job
The post-holder will support the Executive Manager inthe upkeep of the practice accounts and take responsibility for the practices bookkeeping.
About us
Downend Health Group was formed in 2018 due to themerger of two well established practices located in the suburbs of Bristol, TheWillow Surgery and Christchurch Family Medical Centre. The Group operates fromtwo purpose-built premises located less than a mile apart and situated close toPage Park, Staple Hill.
This excellentfacility offers patients a family friendly service with efficient and easyaccess to a highly trained team of health care professionals. The medical teamcomprises GPs, clinical pharmacists, paramedics, nurses and phlebotomists.
The surgery provides modern healthcare services andboth buildings offer a calm, welcoming environment for patients, with enhancedand pleasant working conditions for clinicians and staff. The GPs areenthusiastic about the capacity their premises provide as they can offerservices to the wider community, including acupuncture and mental health.
We have also until recently been operating as a COVID VaccinationCentre from our Christchurch premises.
Currently, we provide extended hour surgeries to from Monday to Friday. We are currently closed on a Saturday andSunday, but this could change in the future.
We provide a programme of in-house education andare a teaching and training practice. We are also approved to take GP retainersand to teach medical students.
We use EMIS Web and electronic prescribing. We alsouse Docman scanning software to allow efficient scanning and letter managementacross both sites.
Job description
Job responsibilities
Core Responsibilities
1. Financial Management
2. Maximising Income and minimising Expenditure
3. Reconciliation of income from various sources and understanding claiming processes.
4. Annual budget setting (or assisting with budget setting as appropriate).
5. Production of a monthly financial report to include monitoring against budget.
6. Processing of income and expenditure information on the practice accounts system.
7. Record-keeping, Cash-flow monitoring.
8. Purchase and Sales Ledger processing
9. Liaise with the Practice Accountant and provide end of year information, as requested.
10. Manage and reconcile bank accounts; liaise with the Practice bankers.
11. Manage appropriate systems for recording and banking of cash / cheques / petty cash.
12. Management and reconciliation of credit card expenditure
13. Manage HMRC Payments (PAYE and VAT)
14. Manage Systems for claims and reimbursements, maternity and sick leave and other reimbursements, water / rates / CQC / PCN ARR
15. Prepare and submit VAT returns
16. Manage ad hoc income streams, GP Fellowship / GP Retainers as required
17. Ensure systems are in place for invoicing private consulting rooms
18. Ensure systems are in place for paying the GPs for private work
19. Ensure systems are in place to pay locum GPs
20. Ensure systems are in place to chase up bad debts
21. Manage Partners drawings with assistance of accountants
22. Ensure systems in place to pay property mortgages
23. Provide support within the Practice with regard to NHS Pensions (joining / leaving / retiring from the Pension scheme) / NEST pension administration
24. Submit annual and ad hoc pension updates to PCSE
25. Provide support to the areas of private income and medical indemnity.
Financial Leadership
26. Play a lead role in managing the finance function leading individuals supporting the purchase and sales invoicing
Person Specification
Qualifications
Essential
27. GCSE grade A to C in English and Maths
28. Finance/Bookkeeping qualification or appetite to work towards AAT
Experience
Essential
29. Experience of Quick books, or a similar bookkeeping system
30. Experience of detailed numerical reconciliations
Desirable
31. Experience of working with a multi-skilled team
32. Experience of working in Primary Care
Skills and Capabilities
Essential
33. Excellent communication and interpersonal skills
34. Good personal organisation, used to meeting deadlines
35. Good keyboard and computer skills
36. Thoroughness and Accuracy
37. Understanding and adherence to the need for strict confidentiality
38. Ability to work without direct supervision and determine own workload priorities and those of others in the team
39. Ability to multi-task, especially under pressure
40. Flexibility of working hours on occasion to ensure deadlines are met
41. Ability to use Microsoft programmes (especially MS Word and Excel)