Job summary Are you a team player with a strong practical finance background, and hopefully with experience in NHS/GP finances and familiarity with NHS income streams? The post holder will be required to provide a comprehensive, efficient, timely and professional service, working closely with the Practice Manager Partner. You will also be a team player, positive with a can-do attitude. You will be able to articulate financial data to a varied audience. You will be able to work on your own initiative, provide feedback and solutions to issue. Main duties of the job The successful candidate will be responsible for managing and co-ordinating all aspects of practice finance, payroll, optimising efficiency and financial performance, and ensuring the practice achieves its long-term financial objectives. You will liaise with the practice accountant, and produce management reports when required. About us Rosebank Health is a forward thinking practice operating over four sites, serving a population of over 40000 patients in Gloucester. We are a well established training practice for GP trainees, nursing students and other health professionals. The Partners work in close collaboration with the clinical team, practice management and administrative support team to work towards a patient centered vision for the practice. We are committed to providing an open, friendly and supportive environment where all staff are comfortable sharing ideas and can expect to be provided with the tools and support they need to enjoy work and succeed in their role. Date posted 28 January 2025 Pay scheme Other Salary Depending on experience Contract Permanent Working pattern Full-time Reference number A3678-25-0002 Job locations Kingsway Health Centre Rudloe Drive, Kingsway Gloucester Gloucestershire GL2 2FY Job description Job responsibilities Maintain Practice accounts using Quickbooks or other relevant software. Maintain Practice ledgers and other records ensuring monthly reconciliation of accounts as necessary. Preparation and input of journals. Prepare monthly/quarterly/annual financial and performance reports and cashflow forecasts for the Practice Manager, including forward projections. Raise invoices and ensure income is recovered by target dates. Ensuring costing and prices for invoicing. Manage purchase of surgery supplies and vaccine contracts working in conjunction with practice departments. Process invoices authorised for payment within guidelines and payment terms. Submission of quarterly VAT returns to HMRC and liaison with VAT consultants 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. Submission of maternity/sickness/retainer staffing claim forms. Carry out yearend procedures including debtor and creditor schedules. Liaison with the practice accountants in preparation of the yearend accounts. Ensure annual stock check of drugs and clinical supplies are carried out. Submission of the monthly payroll timesheet to the practice Payroll provider. Collation, checking and recording of overtime, TOIL and expenses. Keeping up to date records of staff payroll details. National workforce reporting database kept up to date. PCN ARRS Workforce claim submitted monthly. Carry out the practice pensions administration including the NHS Pension scheme and alternative pension scheme NEST. Assisting GPs with annual pension returns. Assisting starters and levers of the scheme with all the relevant forms they need. PCSE main contact and administrator. Be aware of and proactively recommend new business opportunities to the Management Team. Job description Job responsibilities Maintain Practice accounts using Quickbooks or other relevant software. Maintain Practice ledgers and other records ensuring monthly reconciliation of accounts as necessary. Preparation and input of journals. Prepare monthly/quarterly/annual financial and performance reports and cashflow forecasts for the Practice Manager, including forward projections. Raise invoices and ensure income is recovered by target dates. Ensuring costing and prices for invoicing. Manage purchase of surgery supplies and vaccine contracts working in conjunction with practice departments. Process invoices authorised for payment within guidelines and payment terms. Submission of quarterly VAT returns to HMRC and liaison with VAT consultants 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. Submission of maternity/sickness/retainer staffing claim forms. Carry out yearend procedures including debtor and creditor schedules. Liaison with the practice accountants in preparation of the yearend accounts. Ensure annual stock check of drugs and clinical supplies are carried out. Submission of the monthly payroll timesheet to the practice Payroll provider. Collation, checking and recording of overtime, TOIL and expenses. Keeping up to date records of staff payroll details. National workforce reporting database kept up to date. PCN ARRS Workforce claim submitted monthly. Carry out the practice pensions administration including the NHS Pension scheme and alternative pension scheme NEST. Assisting GPs with annual pension returns. Assisting starters and levers of the scheme with all the relevant forms they need. PCSE main contact and administrator. Be aware of and proactively recommend new business opportunities to the Management Team. Person Specification Qualifications Essential Educated to A Level standard or equivalent. Association of Accounting Technician qualified (level 3/4) or a recognised financial/book keeping qualification Experience Essential Strong financial background, ideally familiar with GP income Knowledge of finance processes and procedures Good working knowledge of Quickbooks Accounting System or other finance systems An excellent working knowledge of Excel and Word Knowledge of VAT rules Desirable Experience of working within Primary Care or the NHS. Knowledge/experience of clinical medical systems Person Specification Qualifications Essential Educated to A Level standard or equivalent. Association of Accounting Technician qualified (level 3/4) or a recognised financial/book keeping qualification Experience Essential Strong financial background, ideally familiar with GP income Knowledge of finance processes and procedures Good working knowledge of Quickbooks Accounting System or other finance systems An excellent working knowledge of Excel and Word Knowledge of VAT rules Desirable Experience of working within Primary Care or the NHS. Knowledge/experience of clinical medical systems 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 Rosebank Health Address Kingsway Health Centre Rudloe Drive, Kingsway Gloucester Gloucestershire GL2 2FY Employer's website https://www.rosebankhealth.nhs.uk/ (Opens in a new tab)