Job description

Job responsibilities

Key Responsibilities

Monitor communication and information flow into the Finance department via post, email, telephone, or other channels and respond appropriately

Input sales and purchase invoices and credit notes into the system, ensuring correct financial coding is applied

Ensure that all relevant documentation related to payment of invoices is accurate and up to date before payment is processed, such as purchase orders and delivery notes, bank details and company addresses

Supporting supplier payments, ensuring they are processed within agreed terms. These payments can be significant in value, so the post holder must be accurate and experienced in handling high value payments, referring to the Finance Manager when necessary

Produce regular aged debtor and creditor reports

Credit control and debt management for all customers including producing customer statements and reconciliations, supporting the Finance team and working alongside the Finance Manager to resolve outstanding aged debtors

Maintain effective relationships with internal and external stakeholders and respond to first line queries regarding financial issues

Monthly reconciliation of supplier statements to the purchase ledger, working to resolve any queries or differences that may arise within the roles delegated authority

Supporting with banking reconciliations

Day to day management of petty cash

Assisting and supporting the Finance Manager in a variety of tasks and procedures -especially at month and year end

Contribute as an effective team member within the Finance Services team, supporting the achievement of finance objectives, including the evaluation of processes

Provide support to the external and internal audit processes

Liaise between HR and the external payroll provider.

Provide accurate payroll data.

General office administrative duties such as filing bank statements, invoices and other documents.

Provide support to other members of the team as required

Develop strong, professional relationships with colleagues to help create a positive working environment

Promote an efficient and positive image of the organisation for all suppliers and customers

Comply with strict financial timetables, contributing to an efficient and effective financial accounting service

Undertake any other duties as agreed with the Finance Manager, in order to meet the needs of the organisation.

Person Specification

Knowledge

Essential

• Ideally the postholder will have experience within both the finance field and or within Primary Care.

Qualifications

Essential

• An understanding, acceptance and adherence to the need for strict confidentiality An understanding of data protection legislation GCSE English Language, Grade C or above (or equivalent) Experience using medical systems General Practice or NHS experience

Desirable

• Experience Working knowledge of Microsoft Office Applications
• Evidence of willingness to learn and develop Ability to multi-task Adaptable, innovative, forward looking Enthusiasm, with energy and drive Professional and smart appearance Willing to work flexible hours as necessary Able to travel if required

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

Affinity Care

Address

Shipley Medical Centre

Alexandra Rd

Shipley

West Yorkshire

BD18 3EG

United Kingdom

Employer's website

https://shipleymedicalpractice.nhs.uk/ (Opens in a new tab)

Job description

Job responsibilities

To ensure the front of house service of meeting and greeting is welcoming and portrays our standards of high quality, professional and patient-focused care.

To converse with patients and visitors by speaking clearly, precisely and with confidence both over the phone and face-to-face at the desk.

To ensure a high focus on customer satisfaction by dealing with queries in a speedy and accurate manner, applying emotionally conscious responses as relevant.

To signpost patients to the most appropriate service.

To deal with patients and visitors in a courteous manner, using your skills to ensure matters are dealt with efficiently; providing effective management to patient demand, and reducing undue delay or queues at the front desk/phones

To work to protocols with regard booking appointments, repeat prescriptions, ordering of patient transport including emergency ambulances and all other duties as explained to you by the Patient Services Manager.

To deal with general queries and liaise effectively with clinicians and other staff as required.

To support clinicians during their clinics by dealing with their queries and tasks as requested. This may be the need for some stock in their rooms, following up an appointment with the hospital, or other ad hoc requests.

Person Specification

Experience

Essential

• Communication skills, both written and verbal
• Competent use of IT
• Ability to deal confidently and courteously with people both in person and over the telephone.
• Ability to work flexibly as a team member
• Able to work on own initiative and prioritise workload
• Empathetic, honest, caring
• Diplomatic and considered
• Able to work under pressure

Desirable

• Competent in the use of SystemOne
• Well -developed IT skills

Qualifications

Essential

• Experience working in a patient focused environment
• An understanding, acceptance and adherence to the need for strict confidentiality
• Reception experience in General Practice or the NHS
• GCSE English language, grade C or above (or equivalent)

Desirable

• Working knowledge of Microsoft Office applications
• NVQ 2/3 Customer service (or equivalent)

Hours of work

Essential

• Working hours.
• We have five positions working patterns below.
• Working pattern 1.
• 36.5 hours
• Monday 8.00am18.30pm
• Tuesday 8.00am15.00pm
• Wednesday 8.00am18.30pm
• Friday 8.00am18.30pm
• Working pattern 2.
• 35 hours.
• Monday15.00pm20.00pm
• Tuesday8.00am18.30pm
• Wednesday8.00am18.30pm
• Thursday8.00am18.30pm
• Working pattern 3.
• 24.5 hours.
• Thursday 8.00am18.30pm
• Friday 8.00am18.30pm
• Saturday 8.45am13.15pm
• Working pattern 4.
• 36 hours.
• Tuesday 12noon18.30pm
• Wednesday 8.00am18.30pm
• Thursday 8.00am18.30pm
• Friday 8.00am18.30pm
• Working pattern 5.
• 20 hours
• Monday 8.00am12noon
• Tuesday 8.00am12noon
• Wednesday 8.00am12noon
• Thursday 8.00am12noon
• Friday 8.00am12noon

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

Affinity Care

Address

Shipley Health Centre

Alexandra Road

Shipley

West Yorkshire

BD18 3EG

United Kingdom

Employer's website

https://shipleymedicalpractice.nhs.uk/ (Opens in a new tab)

Job description

Job responsibilities

Key Responsibilities

Monitor communication and information flow into the Finance department via post, email, telephone, or other channels and respond appropriately

Input sales and purchase invoices and credit notes into the system, ensuring correct financial coding is applied

Ensure that all relevant documentation related to payment of invoices is accurate and up to date before payment is processed, such as purchase orders and delivery notes, bank details and company addresses

Supporting supplier payments, ensuring they are processed within agreed terms. These payments can be significant in value, so the post holder must be accurate and experienced in handling high value payments, referring to the Finance Manager when necessary

Produce regular aged debtor and creditor reports

Credit control and debt management for all customers including producing customer statements and reconciliations, supporting the Finance team and working alongside the Finance Manager to resolve outstanding aged debtors

Maintain effective relationships with internal and external stakeholders and respond to first line queries regarding financial issues

Monthly reconciliation of supplier statements to the purchase ledger, working to resolve any queries or differences that may arise within the roles delegated authority

Supporting with banking reconciliations

Day to day management of petty cash

Assisting and supporting the Finance Manager in a variety of tasks and procedures -especially at month and year end

Contribute as an effective team member within the Finance Services team, supporting the achievement of finance objectives, including the evaluation of processes

Provide support to the external and internal audit processes

Liaise between HR and the external payroll provider.

Provide accurate payroll data.

General office administrative duties such as filing bank statements, invoices and other documents.

Provide support to other members of the team as required

Develop strong, professional relationships with colleagues to help create a positive working environment

Promote an efficient and positive image of the organisation for all suppliers and customers

Comply with strict financial timetables, contributing to an efficient and effective financial accounting service

Undertake any other duties as agreed with the Finance Manager, in order to meet the needs of the organisation.

Person Specification

Knowledge

Essential

• Ideally the postholder will have experience within both the finance field and or within Primary Care.

Qualifications

Essential

• An understanding, acceptance and adherence to the need for strict confidentiality An understanding of data protection legislation GCSE English Language, Grade C or above (or equivalent) Experience using medical systems General Practice or NHS experience

Desirable

• Experience Working knowledge of Microsoft Office Applications
• Evidence of willingness to learn and develop Ability to multi-task Adaptable, innovative, forward looking Enthusiasm, with energy and drive Professional and smart appearance Willing to work flexible hours as necessary Able to travel if required

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

Affinity Care

Address

Shipley Medical Centre

Alexandra Rd

Shipley

West Yorkshire

BD18 3EG

United Kingdom

Employer's website

https://shipleymedicalpractice.nhs.uk/ (Opens in a new tab)

Job description

Job responsibilities

Management accounts and financial reporting

Ownership of the monthly management accounts process closing the management accounts accurately within the agreed deadlines and producing a month-end pack including P&L, balance sheet, and cash flow

Preparing and distributing the monthly financial reporting pack to the Board and FSG as appropriate, including variance analysis against budget, identifying any financial risks

Managing the year-end process preparing the year-end trial balance, coordinating the statutory accounts with the external auditor and accountant to ensure accounts are filed within the required timeframe at Companies House

Maintain accurate and up to date financial records in the accounting system, ensuring all transactions are properly coded, authorised, and recorded balance sheet management andreconciliations

Take responsibility for reviewing monthly balance sheet reconciliations for all balance sheet accounts ensuring that all balances are supported, explained, and free from errors

Taking overall responsibility for the fixed asset register maintaining accurate records of capital expenditure, depreciation, and disposals in line with the company's accounting policies

Overseeing the management of accruals, pre payments, and that referrals are appropriately considered, recorded and justified with supporting evidence a calculation. Ensuring that income and expenditure is recognised in the correct period.

Ensuring that the balance sheet always presents a true and fair view of the companies financial position

Financial controls and compliance

Maintaining and improving the business's system of financial controls including purchase order authorisation, expense approval, payment authorisation limits, and segregation of duties

Overseeing financial compliance with NHS pensions alongside the HR team.

Overseeing purchase ledger and sales ledger operations ensuring supplier invoices are processed accurately, customer invoices are raised promptly, and the ledgers are properly managed

Responsible for communications with HMRC, timely payments and correspondence where relevant, liaising with the HR team and external payroll provide over PAYE and payroll processes ensuring accurate submissions and PAYE payments to HMRC

Supporting company accountants with queries required for end of year accounting and filing

Coordinating the external audit process acting as the primary point of contact for the auditors by providing supporting schedules and documentation, and managing the audit to completion within the agreed timetable

Cash management and treasury

Managing the business's cash position daily monitoring bank account balances, authorising payments, and ensuring the business always has adequate liquidity

Preparing and maintaining monthly cash flow forecast, and the PCN accounts that you shall manage

Managing debtor collections overseeing the aged debtor ledger, chasing overdue receivables, and working with the sales team to resolve invoice disputes

Managing creditor payments ensuring suppliers are paid within agreed terms, maintaining the aged creditor ledger, and managing any payment disputes

Overseeing banking administration managing bank mandates, online banking access, and the relationship with the business bank at an operational level

Budgeting and forecasting support

Supporting the FSG / Board in the annual budgeting process preparing budget templates and supporting the organisation with strategic financial planning to ensure ongoing sustainability

Producing monthly budget versus actual variance analysis and providing explanatory notes.

Maintaining and updating the rolling cash flow forecast as actuals are posted and assumptions are revised

Supporting the production of financial models and forecasting analysis as required by the FSG

Contracts

Supporting FSG in the management of contracts with Commissioners and Suppliers

Ensuring contracts are renewed/renegotiated prior to contract end dates

Recommend sources of supply and identify saving opportunities

Obtain quotations for purchases and contracts

Monitor all contracts and arrange contract review meetings to monitor suppliers and service managers

Develop contracts database

Maintain full record of all contracts on database

Support procurement and business case development

Finance team management

Managing the day-to-day activities of the finance team and any junior finance staff

Reviewing the work of the finance team for accuracy and completeness before it is used for management reporting or external purposes

Supporting the development and training of finance team members providing guidance, feedback, and mentoring to less experienced staff

Providing 1 to 1 line management to the direct reports and lead on their annual appraisal

Managing the finance teams workload and priorities across the month-end cycle, the year-end, and any ad hoc requirements

Systems and process improvement

Maintaining and improving the accounting software and financial systems ensuring they are configured correctly, updated, and used effectively by the finance team

Identifying and implementing process improvements that improve efficiency, accuracy, and speed of the finance functions output

Supporting or leading system implementations and finance system upgrades where required

Financial Governance

Work collaboratively with the ICB and NHS partners to ensure strong financial governance across the group.

Support compliance with NHS financial standards, contractual requirements, and internal controls.

Provide accurate financial information and advice to enable joint decision-making and effective use of NHS resources.

Maintain robust financial records, budgets, forecasts, and reports to support operational and strategic planning.

Monitor, identify, and record financial risks, ensuring appropriate mitigation and escalation.

Ensure all income and expenditure is properly authorised, recorded, and reconciled.

Support audit activity, action planning, and improvements to financial processes and controls.

Promote transparency, accountability, and value for money in the use of NHS funds.

PROFESSIONAL DEVELOPMENT

Completes all statutory and mandatory training required

Engages in annual appraisal, developing objectives to inform a Personal Development

Takes responsibility for personal development, learning and performance maintaining education through attendance on courses/study days necessary to ensure that professional development requirements are met

Undertakes additional training where necessary to provide enhanced services and as part of this employment

Provides a positive role model to members in the team

Adheres to guidance regarding accountability for decisions and actions, supported by a professional culture of CPD

Person Specification

Experience

Essential

• Ideally the postholder will have experience within both the finance field and within business or practice management in Primary Care.

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

Affinity Care

Address

Affinity Care

Shipley Medical Practice

Alexandra Rd

Shipley

West Yorkshire

BD18 3EG

United Kingdom

Employer's website

https://shipleymedicalpractice.nhs.uk/ (Opens in a new tab)