Job summary Our company is searching for an experienced and proactive Financial Officer to work in a busy team. In this role, you will accurately oversee the companys financial transactions, develop budgets/forecasts, prepare financial reports, and monitor all transactions. 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, solutions to issue and write financial protocols and procedures. Your duties will include resolving financial disputes, supporting executives, preparing balance sheets, and processing invoices. The ideal candidate will have experience using financial software such as Xero, however training will be provided for our operational systems such as Lantum, Systm1 etc. Having worked within the NHS/Health Care/GP Practice environment would be desirable, although not essential. Main duties of the job Maintain accurate transaction records Review/Approve/Process invoices/timesheets and prepare financial statements Reconcile banking and conduct financial audits Prepare budgets Review the businesss financial policies Ensure all legal requirements are met Payroll production To be a point of contact for various stakeholders such as suppliers/accountants/employees To file for the accountants, such as, tax returns, companies house, HMRC and end of year financial reports To complete any adhoc duties required as requested by the senior management team About us LADMS are a professional team aimed at providing the best and most effective care for patient services, contracted by various support services within the NHS. We pride our self on delivering a high standard of administrative and medical patient centred services within the Lincolnshire region. Date posted 08 April 2025 Pay scheme Other Salary £28,500 to £33,000 a year Dependant on experience Contract Permanent Working pattern Full-time Reference number E0187-25-0001 Job locations Office 7 Fairfield Enterprise Centre Fairfield Industrial Estate Louth, Lincolnshire LN11 0LS Job description Job responsibilities To monitor and manage systems including Xero, SystmOne To provide budgets for multiple services run by the company To be responsible for making/authorising bank payments in a timely manner twice a month as a minimum To file for the accountants, such as, tax returns, companies house, HMRC. To input into payroll spreadsheets authorised timesheets and notes, as instructed by the Operations Manager Managing payment/finance queries Creating invoices accordingly, as well as when requested Point of contact for accountants To assist with the gathering of statistics and information when required. To establish and maintain filing and administrative systems so that written or electronic information is easily accessible and secure. To be a point of contact for shareholders, as well as monitoring selling/buying back shares. To monitor NHS Pensions schemes Job description Job responsibilities To monitor and manage systems including Xero, SystmOne To provide budgets for multiple services run by the company To be responsible for making/authorising bank payments in a timely manner twice a month as a minimum To file for the accountants, such as, tax returns, companies house, HMRC. To input into payroll spreadsheets authorised timesheets and notes, as instructed by the Operations Manager Managing payment/finance queries Creating invoices accordingly, as well as when requested Point of contact for accountants To assist with the gathering of statistics and information when required. To establish and maintain filing and administrative systems so that written or electronic information is easily accessible and secure. To be a point of contact for shareholders, as well as monitoring selling/buying back shares. To monitor NHS Pensions schemes Person Specification Skills and Knowledge Essential Maths and problem-solving skills Project management skills Advanced Microsoft Office skills Solid knowledge of accounting and financial procedures Knowledge of financial regulations and laws Proven work experience as a Finance Officer or similar role Experience using financial software such as Xero Excellent analytical and numerical skills Sharp time management skills Strong ethics, with an ability to manage confidential data Qualifications Essential A Degree in Finance, Accounting, or Business Studies Two A Levels At least two GCSEs, including English and Maths BSc or AAT degree in Finance, Accounting or Economics Professional qualification as a CFA/CPA is considered a plus Person Specification Skills and Knowledge Essential Maths and problem-solving skills Project management skills Advanced Microsoft Office skills Solid knowledge of accounting and financial procedures Knowledge of financial regulations and laws Proven work experience as a Finance Officer or similar role Experience using financial software such as Xero Excellent analytical and numerical skills Sharp time management skills Strong ethics, with an ability to manage confidential data Qualifications Essential A Degree in Finance, Accounting, or Business Studies Two A Levels At least two GCSEs, including English and Maths BSc or AAT degree in Finance, Accounting or Economics Professional qualification as a CFA/CPA is considered a plus 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 Lincolnshire And District Medical Services (LADMS) Address Office 7 Fairfield Enterprise Centre Fairfield Industrial Estate Louth, Lincolnshire LN11 0LS Employer's website http://www.ladms.co.uk/ (Opens in a new tab)