Job summary This role will particularly suit an experienced financial professional who has a wealth of experience of managing finance in a Primary Care Industry. The Assistant Finance Manager is responsible for ensuring the practice is a sustainable and thriving business, by overseeing financial transactions, and data quality, to ensure an effective high quality financial monitoring and quality assurance. Key Working Relationships Internal Partners Finance manager. Practice Manager External Other NHS organisations, including Department of Health, PSCE, NHS England, NHS Practices, NHS Foundation Practices, ICB, PCN, accountants and payroll company. Third party providers of financial services, including NHS Shared Business Services. Other Commissioners of services e.g. Local Authorities, Education Services. Main duties of the job The Assistant Finance Manager will work with the Finance Manager in the delivery of a high quality and timely financial- the post holder will: Assist with the development and maintenance of finance systems and procedures with the finance manager to ensure an effective high quality financial monitoring and financial management service is provided. Analyse data, investigate & resolve discrepancies to support the finance manager delivering the practice strategic objectives. Produce timely and accurate monthly budget reports to specified timescales. Ensure that the day-to-day operational functions of finance are efficient and effective. Input supplier invoices onto Xero and pay invoices when they become due. Generate invoices on Xero and chase payments when required. Check all invoices are generated and paid for private work, for insurance reports, private medicals etc. Monthly reconciliation of Xero Manage payroll and any queries form staff. Collate and submit all claims for PPA- check claims have been paid. Submit all claims to CQRS and review all date for all enhanced services. Review of contracts Review of insurance policies. Ensure compliance of PAT testing and calibration of equipment is up to date. Compile reports and audits as part of quality assurance to meet contract requirements and ensure all claims are submitted and payments received. About us We are a friendly, supportive, and innovative training Practice in inner city Bradford. Kensington is based over 4 sites, so even with a main base you would have the opportunity to work across the sites for some diversity at times. We have a patient list size of approximately 23,500 delivering high quality care to our diverse group of patients. We are actively involved in our Primary Care Network. We have a dedicated team of 6 GP Partners, GP Registrar and Foundation Year Doctor, ANP, ACP, Clinical Pharmacists, Pharmacy Technicians, Practice Nurses, HCAs, Receptionists and Administration teams. Date posted 31 January 2025 Pay scheme Other Salary £29,970 to £36,483 a year Contract Permanent Working pattern Part-time Reference number A1425-25-0000 Job locations Kensington Street Health Centre Whitefield Place Bradford West Yorkshire BD8 9LB Job description Job responsibilities Contribute to ensuring timely and robust financial planning systems are in place to provide annual budgeted plans for the business unit. Calculate budgets and provide accurate and timely monitoring information and financial forecasting (both regular and ad hoc) for utilisation by internal and external stakeholders. To contribute to effective budgetary control to the finance manager producing regular, meaningful, and accurate income and expenditure information and ensuring these are accurately recorded in the financial ledger system. provide accurate & timely monitoring information and assist with creating forecasts (both regular & ad hoc) for use by internal and external stakeholders. Assist with the monthly analysis and reconciliation of income, expenditure, and budget to ensure the accuracy and completeness of the general ledger across all budgets. Support the finance manager in the preparation of regular finance reports for the business unit which feed to formal subcommittee reports the partners. Analyse data and assess the financial implications for the practice in relation to all relevant contracts and transactions. Develop, implement, and maintain sound systems to ensure that appropriate income and expenditure, including accurate budgets, accruals and prepayments are reflected in the general ledger on a monthly basis. Contribute to the delivery of formal and/or informal training, to assist them in understanding the finance service offer and in managing their budgets. Develop and promote the professional image and credibility of the finance function. Assist in the preparation of the annual accounts and financial returns ensuring that the practice maintains proper accounts. Maintain financial records to ensure audit trails are in place. Liaise with internal and external audit as required and respond to relevant audit recommendations. Work with managers and colleagues to continually improve the quality of services within the overall practice governance frameworks, and to identify, manage and minimise risks within the overall practice risk management. Contribute to the delivery of national and local priorities as set out in the practice objectives. All employees should understand that it is their personal responsibility to comply with all organisational and statutory requirements. Developing and Maintaining Relationships Actively works towards developing and maintaining effective working relationships both within and outside practice. Fosters and maintains strong links with all services across the practice, developing key contact points within service delivery and corporate support services. Explores the potential for collaborative working and takes opportunities to initiate and sustain such relationships. Managing Resources Ensures the effective and efficient use of resources within their own sphere of responsibility. Managing Self Prioritises their own workload within agreed objectives deciding when to refer to others as appropriate. Participates in the practice appraisal system, matching organisational aims with individual objectives and undertaking appropriate training as required. Takes responsibility for their own and others health and safety in the working environment. Complies with the policies and procedures of the practice. Ensures that a professional service and image is maintained at all times. Ensures their own actions support the equality, diversity, rights, and responsibilities of individuals. Promotes and adheres to equality of opportunity and diversity within the practice. In addition to these responsibilities the post holder is expected to: In agreement with their line manager carries out such other duties as may be reasonably expected in accordance with the post. Job description Job responsibilities Contribute to ensuring timely and robust financial planning systems are in place to provide annual budgeted plans for the business unit. Calculate budgets and provide accurate and timely monitoring information and financial forecasting (both regular and ad hoc) for utilisation by internal and external stakeholders. To contribute to effective budgetary control to the finance manager producing regular, meaningful, and accurate income and expenditure information and ensuring these are accurately recorded in the financial ledger system. provide accurate & timely monitoring information and assist with creating forecasts (both regular & ad hoc) for use by internal and external stakeholders. Assist with the monthly analysis and reconciliation of income, expenditure, and budget to ensure the accuracy and completeness of the general ledger across all budgets. Support the finance manager in the preparation of regular finance reports for the business unit which feed to formal subcommittee reports the partners. Analyse data and assess the financial implications for the practice in relation to all relevant contracts and transactions. Develop, implement, and maintain sound systems to ensure that appropriate income and expenditure, including accurate budgets, accruals and prepayments are reflected in the general ledger on a monthly basis. Contribute to the delivery of formal and/or informal training, to assist them in understanding the finance service offer and in managing their budgets. Develop and promote the professional image and credibility of the finance function. Assist in the preparation of the annual accounts and financial returns ensuring that the practice maintains proper accounts. Maintain financial records to ensure audit trails are in place. Liaise with internal and external audit as required and respond to relevant audit recommendations. Work with managers and colleagues to continually improve the quality of services within the overall practice governance frameworks, and to identify, manage and minimise risks within the overall practice risk management. Contribute to the delivery of national and local priorities as set out in the practice objectives. All employees should understand that it is their personal responsibility to comply with all organisational and statutory requirements. Developing and Maintaining Relationships Actively works towards developing and maintaining effective working relationships both within and outside practice. Fosters and maintains strong links with all services across the practice, developing key contact points within service delivery and corporate support services. Explores the potential for collaborative working and takes opportunities to initiate and sustain such relationships. Managing Resources Ensures the effective and efficient use of resources within their own sphere of responsibility. Managing Self Prioritises their own workload within agreed objectives deciding when to refer to others as appropriate. Participates in the practice appraisal system, matching organisational aims with individual objectives and undertaking appropriate training as required. Takes responsibility for their own and others health and safety in the working environment. Complies with the policies and procedures of the practice. Ensures that a professional service and image is maintained at all times. Ensures their own actions support the equality, diversity, rights, and responsibilities of individuals. Promotes and adheres to equality of opportunity and diversity within the practice. In addition to these responsibilities the post holder is expected to: In agreement with their line manager carries out such other duties as may be reasonably expected in accordance with the post. Person Specification Attitude & Behaviour Essential Self-motivated, enthusiastic about work and ability to work effectively with people Sensitive to the needs of others and has an awareness and responsiveness to other peoples feelings and needs Values differences; regards people as individuals and appreciates the value of diversity in the workplace Able to work as part of a team, co-operating to work together and in conjunction with others and willing to help and assist wherever possible and appropriate. Able to develop, establish and maintain positive relationships with others both internal and external to the organisation. Able to work under pressure, dealing with peaks and troughs in workload. Positive attitude to dealing with change; flexible and adaptable, willing to change and accept change and to explore new ways of doing things and approaches Highly motivated and reliable Has a strong degree of personal integrity; able to adhere to standards of conduct based on a sense of right and wrong and be dependable and reliable Integrity and honesty Experience Essential Experience of NHS financial systems Experience of budget setting Experience of general ledger and associated financial systems. Experienced spread sheet user Management accounts experience including working with Clinical Service Managers Desirable Preferably 3 Years operational experience and expertise in management accounting processes and procedures and Oracle ledger systems in an NHS provider environment. Experience of supervising staff Experience of NHS reference cost production Qualifications Essential AAT qualified, CCAB qualification to certificate level or equivalent knowledge & experience. Knowledge & Understanding Essential Knowledge & understanding of the financial regime of an NHS Practice and/or an NHS Foundation Practice Understanding of accounting principles and practice Practical & Intellectual Skills Essential Proficient in Microsoft Office or equivalent Good analytical skills use knowledge to analyse & interpret complex financial data, provide advice to management, investigate & resolve complex financial queries. Utilise knowledge and experience to pro-actively propose changes and improvements to own work and that of others that impact on the Practices financial accounting Ability to work flexibly in order to meet changing priorities. Ability to deal with queries effectively and use own initiative within the limits of delegated authority and without direct supervision Ability to manage time effectively, prioritise and organise short, medium and long term agenda and deliver to agreed deadlines Ability to work under pressure The ability to discuss financial queries with staff, suppliers, auditors, other organisations Finance teams, which are often complex, sensitive or confidential in an effective & professional manner, verbally & in writing, Communicate clearly, effectively and sensitively with staff who may not be as financially literate or, occasionally, with patients who require clear help and advice about any financial interactions with the Practice. Integrity and honesty beyond reproach due to the level of responsibility for management of the Practices cash. Person Specification Attitude & Behaviour Essential Self-motivated, enthusiastic about work and ability to work effectively with people Sensitive to the needs of others and has an awareness and responsiveness to other peoples feelings and needs Values differences; regards people as individuals and appreciates the value of diversity in the workplace Able to work as part of a team, co-operating to work together and in conjunction with others and willing to help and assist wherever possible and appropriate. Able to develop, establish and maintain positive relationships with others both internal and external to the organisation. Able to work under pressure, dealing with peaks and troughs in workload. Positive attitude to dealing with change; flexible and adaptable, willing to change and accept change and to explore new ways of doing things and approaches Highly motivated and reliable Has a strong degree of personal integrity; able to adhere to standards of conduct based on a sense of right and wrong and be dependable and reliable Integrity and honesty Experience Essential Experience of NHS financial systems Experience of budget setting Experience of general ledger and associated financial systems. Experienced spread sheet user Management accounts experience including working with Clinical Service Managers Desirable Preferably 3 Years operational experience and expertise in management accounting processes and procedures and Oracle ledger systems in an NHS provider environment. Experience of supervising staff Experience of NHS reference cost production Qualifications Essential AAT qualified, CCAB qualification to certificate level or equivalent knowledge & experience. Knowledge & Understanding Essential Knowledge & understanding of the financial regime of an NHS Practice and/or an NHS Foundation Practice Understanding of accounting principles and practice Practical & Intellectual Skills Essential Proficient in Microsoft Office or equivalent Good analytical skills use knowledge to analyse & interpret complex financial data, provide advice to management, investigate & resolve complex financial queries. Utilise knowledge and experience to pro-actively propose changes and improvements to own work and that of others that impact on the Practices financial accounting Ability to work flexibly in order to meet changing priorities. Ability to deal with queries effectively and use own initiative within the limits of delegated authority and without direct supervision Ability to manage time effectively, prioritise and organise short, medium and long term agenda and deliver to agreed deadlines Ability to work under pressure The ability to discuss financial queries with staff, suppliers, auditors, other organisations Finance teams, which are often complex, sensitive or confidential in an effective & professional manner, verbally & in writing, Communicate clearly, effectively and sensitively with staff who may not be as financially literate or, occasionally, with patients who require clear help and advice about any financial interactions with the Practice. Integrity and honesty beyond reproach due to the level of responsibility for management of the Practices cash. 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 Kensington Partnership Address Kensington Street Health Centre Whitefield Place Bradford West Yorkshire BD8 9LB Employer's website https://www.kensingtonpartnership.org/ (Opens in a new tab)