Job summary An exciting opportunity has arisen for Finance Administrator within Whitby Coast and Moors Primary Care Network, working 20 hours per week. We are seeking a proactive and organised Finance Administrator, whose primary role will be to assist the Digital and Transformation PCN Manager with the PCN pilot and transformational projects at both PCN and practice level. Whitby Coast and Moors Primary Care Network is evolving and entering an exciting period of growth which has enabled the recruitment of an experienced Project Officer. We are a forward thinking and evolving PCN who strive to create a difference in patients lives and keep patients living well in their homes for longer. This key role will be embedded in the PCN Pilot and Transformation Team within Whitby Coast and Moors Primary Care Network, which supports system wide collaborative working to deliver multiple projects in work streams. Main duties of the job The primary focus of the post holder will be to support the Digital and Transformation PCN manager with the day-to-day financial running of both the PCN and PCN pilot. To assist with aspects of organisation finances, optimising efficiency, and financial performance, ensuring the organisation achieves its long-term strategic objectives. The post holder will be required to engage a range of key partners and stakeholders. They will need to work closely with colleagues within the PCN, Practices and ICB, councils, and the voluntary and community sector. The challenges come thick and fast in this role, but you'll know that your input is contributing to the excellent experience our patients and service users have every day. About us Whitby Coast and Moors PCN was founded in 2020 and consisted of 5 GP surgeries namely, Whitby Group Practice, Sleights and Sandsend Medical Practice, Danby Surgery, Egton Surgery and Staithes Surgery with a population in the region of 25,500 patients. Since inception the patient population has grown to approximately 27,010 and Danby and Egton surgeries merged to become Esk Valley Medical Practice. Whitby is relatively small PCN with a large geographical area of approximately 150 square miles. Whitby PCN is both rural and coastal, having one "A" road in and out in both directions and a high percentage of elderly patients. At the heart of the PCN is our dedicated team. We offer a stimulating and dynamic working environment and are looking for employees who aspire to excellence, share our values and can play a crucial role in our on-going achievements. Date posted 04 November 2024 Pay scheme Other Salary £27,000 a year Pro Rata, per annum Contract Fixed term Duration 18 months Working pattern Part-time Reference number W0007-24-0001 Job locations Whitby Group Practice Rievaulx Road Whitby North Yorkshire YO21 1SD Danby Surgery Briar Hill Whitby North Yorkshire YO21 2PA Whitby Hospital Springhill Whitby North Yorkshire YO21 1DP Staithes Surgery Seaton Crescent Staithes Saltburn-by-the-sea Cleveland TS13 5AY Churchfield Surgery Iburndale Lane Sleights Whitby North Yorkshire YO22 5DP Job description Job responsibilities Provide financial support to the Digital and Transformation PCN Manager with a range of duties to meet the requirements of stakeholders (PCN Board, PCN Pilot Steering Group, Practices other NHS Organisations, Staff, and the Public). Assist in managing the PCN and PCN Pilot finances, maximising income and reducing expenditure Accurately monitor cash flow, forecast, and predict workflow corresponding to income. Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues. Identifies key risks in the areas of responsibility and ensures that these are communicated to budget holders and the Digital and Transformation PCN Manager. Ensure invoices are paid within the given time frame. Ensure that effective financial controls are in place and processes are adhered to Oversee the completion of task lists in line with month end closedown procedures and timetable. Assist in completion of control account reconciliations monthly and investigate any issues for resolution. Assist with monthly claims such as ARRS, keeping records and reconciling claims against funds. Ensure income coding is correct and liaise with accounts to address any issues. Assist with month end processes. Ensure all departmental policies and procedures are adhered to. Support year end audit enquires. Perform checks on payments and reconciliation of funds received to funds paid. Analyse spending and prepare reports. Answer queries from Practices. Prepare updates on the financial position or the PCN or PCN Pilot. Keep records and update spreadsheets with finance information. Communication Communicate effectively, either in person or via the telephone and liaising with internal staff within the team. Handle sensitive information in a tactful and professional manner. Be a team player and collaborate with colleagues within the PCN, Pilot and Practices teams. Respond to frequent financial queries from staff, suppliers, and customers. Planning and Design Plans and prioritises own workload, taking into consideration agreed deadlines. Follow a set of standard procedure notes on a variety of processes, referring to Digital and Transformation PCN Manager as necessary. Management, Training & Leadership Maintain personal and professional development to meet the changing demands of the job, participate in appropriate training activities and encourage and support staff development and training. Review current working practices and work with Digital and Transformation PCN Manager to agree and implement changes for improved efficiencies. Digital and Information Oversee the completion of task lists in line with month end, making line manager aware of any issues. Completion of control account reconciliations monthly and investigate any issues for resolution. Ensure income and expenditure coding is correct, ensuring reconciliation to source data. create and update compleex financial spreadsheets Job description Job responsibilities Provide financial support to the Digital and Transformation PCN Manager with a range of duties to meet the requirements of stakeholders (PCN Board, PCN Pilot Steering Group, Practices other NHS Organisations, Staff, and the Public). Assist in managing the PCN and PCN Pilot finances, maximising income and reducing expenditure Accurately monitor cash flow, forecast, and predict workflow corresponding to income. Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues. Identifies key risks in the areas of responsibility and ensures that these are communicated to budget holders and the Digital and Transformation PCN Manager. Ensure invoices are paid within the given time frame. Ensure that effective financial controls are in place and processes are adhered to Oversee the completion of task lists in line with month end closedown procedures and timetable. Assist in completion of control account reconciliations monthly and investigate any issues for resolution. Assist with monthly claims such as ARRS, keeping records and reconciling claims against funds. Ensure income coding is correct and liaise with accounts to address any issues. Assist with month end processes. Ensure all departmental policies and procedures are adhered to. Support year end audit enquires. Perform checks on payments and reconciliation of funds received to funds paid. Analyse spending and prepare reports. Answer queries from Practices. Prepare updates on the financial position or the PCN or PCN Pilot. Keep records and update spreadsheets with finance information. Communication Communicate effectively, either in person or via the telephone and liaising with internal staff within the team. Handle sensitive information in a tactful and professional manner. Be a team player and collaborate with colleagues within the PCN, Pilot and Practices teams. Respond to frequent financial queries from staff, suppliers, and customers. Planning and Design Plans and prioritises own workload, taking into consideration agreed deadlines. Follow a set of standard procedure notes on a variety of processes, referring to Digital and Transformation PCN Manager as necessary. Management, Training & Leadership Maintain personal and professional development to meet the changing demands of the job, participate in appropriate training activities and encourage and support staff development and training. Review current working practices and work with Digital and Transformation PCN Manager to agree and implement changes for improved efficiencies. Digital and Information Oversee the completion of task lists in line with month end, making line manager aware of any issues. Completion of control account reconciliations monthly and investigate any issues for resolution. Ensure income and expenditure coding is correct, ensuring reconciliation to source data. create and update compleex financial spreadsheets Person Specification Experience Essential Experience of working with the general public Experience of managing accounts Experience of maintaining financial information systems Experience of financial planning and forecasting Experience of workforce planning, forecasting and development Ability to exploit and negotiate opportunities to enhance service delivery Excellent communication skills (written, oral and presenting) Strong IT skills Ability to prioritise and work to tight deadlines in a fast-paced environment Effective time management (planning and organising) Ability to network and build relationships Proven problem-solving and analytical skills Ability to develop, implement and embed policy and procedure Ability to motivate those around them Desirable Clinical system user skills Strategic thinker and negotiator Experience of primary care/running costs for NHS organisations Relevant health and safety experience Experience of working in a healthcare setting Experience of using a financial IT system Qualifications Essential Excellent standard of education with excellent literacy and numeracy skills Desirable AAT Accounting Qualification Educated to degree level in healthcare or business Person Specification Experience Essential Experience of working with the general public Experience of managing accounts Experience of maintaining financial information systems Experience of financial planning and forecasting Experience of workforce planning, forecasting and development Ability to exploit and negotiate opportunities to enhance service delivery Excellent communication skills (written, oral and presenting) Strong IT skills Ability to prioritise and work to tight deadlines in a fast-paced environment Effective time management (planning and organising) Ability to network and build relationships Proven problem-solving and analytical skills Ability to develop, implement and embed policy and procedure Ability to motivate those around them Desirable Clinical system user skills Strategic thinker and negotiator Experience of primary care/running costs for NHS organisations Relevant health and safety experience Experience of working in a healthcare setting Experience of using a financial IT system Qualifications Essential Excellent standard of education with excellent literacy and numeracy skills Desirable AAT Accounting Qualification Educated to degree level in healthcare or business 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 Whitby Coast and Moors PCN Address Whitby Group Practice Rievaulx Road Whitby North Yorkshire YO21 1SD Employer's website https://whitbygrouppractice.nhs.uk/ (Opens in a new tab)