Job summary We have an exciting opportunity for an enthusiastic Finance Manager to join our friendly, innovative and dynamic team. This permanent position will be well suited to an individual that is looking for a career path in primary healthcare finance and can thrive in a busy but supportive environment. The finance officer will manage and coordinate all aspects of practice finances, optimising efficiency and financial performance, ensuring the practice achieves its long-term strategic objectives in conjunction with the managing partner. Through innovative ways of working, drive to achieve NHS targets and changes within a profitable efficient practice environment, supporting the management team in promoting equality, diversity and inclusion, health and safety, quality and improvement, confidentiality, collaborative working, service delivery, learning & development and ensure the practice complies with CQC regulations. Application Notes: Candidates applying for this role are strongly urged to make contact with the recruiter to discuss and understand the requirements of the role. Interview Process Notes: Candidates selected for interview are advised that Pathfields is holding a two stage interview process, across 2-3 weeks. Only candidates passing the first stage interview will progress to stage two. As part of the stage 1 interview candidates will be expected to demonstrate knowledge of Pathfields and give a 5-10 minute presentation about Primary Care Funding Streams. Main duties of the job Primary Responsibilities: Finance Management and Liaison: Serve as the primary contact for all finance-related matters with NHSE, ICB and the practice accountant Address any payroll related queries raised by staff. Manage practice finances to maximise income and cost-saving opportunities including negotiation and procurement to reduce expenditure. Ensure timely payment of invoices. Financial Stability and Cash Flow: Handle payment processing and reconciliation and credit management, Cash Management: Maintain an effective system for the handling petty cash, cheques and cash-less payments. Ensure safe storage and banking of petty cash. Oversee the management of records and payments to HMRC and pension providers including NHS Pensions. Oversee the management of pension scheme records. Ensure bank reconciliations are completed in a timely manner and chase outstanding payments. Ensure submission of year-end data to the practice accountant Understand and brief the management team on financial implications of contract and legislative changes affecting the practice. Produce and present financial reports including detailed budgets and cash flow forecasts Ensure that all accountancy software is up to date and relevant. Maintain external relationships with key stakeholders Identify income maximisation and cost saving opportunities including negotiation and procurement. Comply with the requirements of the Care Quality Commission and other regulatory bodies About us We are a GP Practice Network, providing care to over 30,000 patients across six locations in Plymouth. We are a forward-thinking team that always aspire to fresh thinking and innovation for new or improved ways to delivering the best healthcare for our patients. We have approximately 140 employees in diverse roles of different roles including GPs, Pharmacists, Paramedics, Physiotherapists, Advanced Nurse Practitioners, Advanced Clinical Practitioners, Pharmacy Technicians, Practice Nurses, Healthcare Assistants, Phlebotomists Receptionist, Administrators and many more We recognise that staff our best asset and work hard to provide a supportive and inclusive culture where staff can thrive. Wherever you work with Pathfields, you will always have the opportunity to bring new ideas to continuously improve our service to patients. Date posted 05 November 2024 Pay scheme Other Salary £14.85 an hour Contract Permanent Working pattern Part-time, Flexible working, Home or remote working Reference number A0998-24-0000 Job locations Laira Surgery 95 Pike Road Plymouth Devon PL3 6HG Efford Medical Centre Torridge Way Plymouth PL3 6JG Job description Job responsibilities Primary Responsibilities: The following are the core responsibilities of the Finance Manager. There may be on occasion, a requirement to carry out other tasks; this will be dependent upon factors such as workload and staffing levels: Finance Management and Liaison: Serve as the primary contact for all finance-related matters with NHSE, ICB and the practice accountant Address any payroll related queries raised by staff. Manage practice finances to maximise income and cost-saving opportunities including negotiation and procurement to reduce expenditure. Ensure timely payment of invoices. Financial Stability and Cash Flow: Handle payment processing and reconciliation and credit management, Support the Managing Partner to ensure the practice maintains financial stability while accurately monitoring cash flow, and forecasting income and workflow. Cash Management: Maintain an effective system for the handling petty cash, cheques and cash-less payments. Ensure safe storage and banking of petty cash. Oversee the management of records and payments to HMRC and pension providers including NHS Pensions. Oversee the management of pension scheme records including NHS Pensions scheme and retaining accurate records. Implement a robust claiming process for current and future opportunities. Ensure bank reconciliations are completed in a timely manner and chase outstanding payments. Ensure submission of year-end data to the practice accountant Understand and brief the management team on financial implications of contract and legislative changes affecting the practice. Maintain an effective working relationship with the ICB, ensuring the practice receives a proportionate and equitable allocation of resources. Implement a financial management system that is robust, compliant and supports current activities and future growth. Produce and present financial reports including detailed budgets and cash flow forecasts In conjunction with the practice accountant produce draft accounts and associated information Ensure that all accountancy software is up to date and relevant. Maintain external relationships with key stakeholders, including banks (and other sources of finance as appropriate), commissioners and the partnership accountants. Identify income maximisation and cost saving opportunities including negotiation and procurement. Identify and develop new supply opportunities to improve the quality, service and value for money of goods and services. Manage trustees (Plympton Health Centre) payroll. Comply with the requirements of the Care Quality Commission and other regulatory bodies Attend and actively participate in practice management meetings Address issues as they arise to keep the service running smoothly Work in cohesion with Beacon Medical Group and oversee matters of finance relating to the management of Plympton Health Centre including ancillary staff payroll Job description Job responsibilities Primary Responsibilities: The following are the core responsibilities of the Finance Manager. There may be on occasion, a requirement to carry out other tasks; this will be dependent upon factors such as workload and staffing levels: Finance Management and Liaison: Serve as the primary contact for all finance-related matters with NHSE, ICB and the practice accountant Address any payroll related queries raised by staff. Manage practice finances to maximise income and cost-saving opportunities including negotiation and procurement to reduce expenditure. Ensure timely payment of invoices. Financial Stability and Cash Flow: Handle payment processing and reconciliation and credit management, Support the Managing Partner to ensure the practice maintains financial stability while accurately monitoring cash flow, and forecasting income and workflow. Cash Management: Maintain an effective system for the handling petty cash, cheques and cash-less payments. Ensure safe storage and banking of petty cash. Oversee the management of records and payments to HMRC and pension providers including NHS Pensions. Oversee the management of pension scheme records including NHS Pensions scheme and retaining accurate records. Implement a robust claiming process for current and future opportunities. Ensure bank reconciliations are completed in a timely manner and chase outstanding payments. Ensure submission of year-end data to the practice accountant Understand and brief the management team on financial implications of contract and legislative changes affecting the practice. Maintain an effective working relationship with the ICB, ensuring the practice receives a proportionate and equitable allocation of resources. Implement a financial management system that is robust, compliant and supports current activities and future growth. Produce and present financial reports including detailed budgets and cash flow forecasts In conjunction with the practice accountant produce draft accounts and associated information Ensure that all accountancy software is up to date and relevant. Maintain external relationships with key stakeholders, including banks (and other sources of finance as appropriate), commissioners and the partnership accountants. Identify income maximisation and cost saving opportunities including negotiation and procurement. Identify and develop new supply opportunities to improve the quality, service and value for money of goods and services. Manage trustees (Plympton Health Centre) payroll. Comply with the requirements of the Care Quality Commission and other regulatory bodies Attend and actively participate in practice management meetings Address issues as they arise to keep the service running smoothly Work in cohesion with Beacon Medical Group and oversee matters of finance relating to the management of Plympton Health Centre including ancillary staff payroll Person Specification Experience Essential - Ability to exploit and negotiate opportunities to enhance service delivery - Ability to challenge third parties with invoice or payment query and discrepancies. - Excellent communication skills (written, oral and presenting) - Strong IT skills (Microsoft Office, Sage Payroll & QuickBooks) - Excellent leadership skills - Strategic thinker and negotiator - Ability to prioritise, delegate and work to tight deadlines in a fast- paced environment - Effective time management (Planning & Organising) - Ability to network and build relationships - Proven problem solving & analytical skills - Ability to develop, implement and embed policy and procedure - Ability to motivate and train staff - Work Autonomously - Flexible and cooperative - Excellent interpersonal skills - Motivated and proactive - Ability to use initiative and judgement - Forward thinker with a solutions focused approach - High levels of integrity and loyalty - Sensitive and empathetic in distressing situations - Is able to present information in order to influence difficult financial decisions - Ability to work under pressure - Confident, assertive and resilient - Ability to drive and deliver change effectively - Ability to motivate teams, enhance morale and maintain a positive working environment, including team building sessions Desirable - Systmone user skills - Undertaking clinical searches Qualifications Essential AAT Accounting Qualification Excellent standard of education with excellent literacy and numeracy skills Desirable Educated to degree level in healthcare or business Additional Criteria Essential - Flexibility to work outside of core office hours - Disclosure Barring Service (DBS) check - Maintain confidentiality at all times - Full UK driving licence Person Specification Experience Essential - Ability to exploit and negotiate opportunities to enhance service delivery - Ability to challenge third parties with invoice or payment query and discrepancies. - Excellent communication skills (written, oral and presenting) - Strong IT skills (Microsoft Office, Sage Payroll & QuickBooks) - Excellent leadership skills - Strategic thinker and negotiator - Ability to prioritise, delegate and work to tight deadlines in a fast- paced environment - Effective time management (Planning & Organising) - Ability to network and build relationships - Proven problem solving & analytical skills - Ability to develop, implement and embed policy and procedure - Ability to motivate and train staff - Work Autonomously - Flexible and cooperative - Excellent interpersonal skills - Motivated and proactive - Ability to use initiative and judgement - Forward thinker with a solutions focused approach - High levels of integrity and loyalty - Sensitive and empathetic in distressing situations - Is able to present information in order to influence difficult financial decisions - Ability to work under pressure - Confident, assertive and resilient - Ability to drive and deliver change effectively - Ability to motivate teams, enhance morale and maintain a positive working environment, including team building sessions Desirable - Systmone user skills - Undertaking clinical searches Qualifications Essential AAT Accounting Qualification Excellent standard of education with excellent literacy and numeracy skills Desirable Educated to degree level in healthcare or business Additional Criteria Essential - Flexibility to work outside of core office hours - Disclosure Barring Service (DBS) check - Maintain confidentiality at all times - Full UK driving licence Certificate of Sponsorship Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab). From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab). Additional information Certificate of Sponsorship Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab). From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab). Employer details Employer name Pathfields Medical Group Address Laira Surgery 95 Pike Road Plymouth Devon PL3 6HG Employer's website https://www.pathfields.co.uk (Opens in a new tab)