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Finance and Budget Officer
The closing date is 21 July 2025
This position will involve providing a high level of support across the finance function.
Preparation of regular financial and management accounts and information including budgets.
Liaison with budget and service managers and supporting them with all things finance.
Ensuring all available funding is claimed in a timely manner and appropriately accounted for.
Developing and maintaining strong financial processes and procedures.
Supporting operational financial processes including payments/income and other processes.
Being very organised and methodical - working with the team to share information and good practice across the organisation.
Acting as cover for the Head of PCN Planning and Finance during periods of annual leave.
Main duties of the job
The duties include, but are not limited to:
- Prepare and submit monthly practice and PCN reimbursement claims.
- Produce monthly statements of income and expenditure for each area/service/contract/class, including forward projections.
- Liaise with relevant staff, sourcing information and collating it for meetings.
- Attend regular meetings with Budget holders and service managers to present financial information.
- Support month-end, quarter-end, and year-end procedures and reporting to ensure timely and accurate information.
- Keep accurate financial records using QuickBooks and other systems as necessary.
- Understand NHS and NEST pension schemes and support the team in processing pension submissions and maintaining records.
- Support the Finance and HR Teams with monthly payroll processing.
- Be a point of contact for various NHS bodies and work towards understanding the organisation's obligations and processes.
- Possess a can-do attitude and knowledge of primary care; experience in this area would be advantageous.
About us
Since forming in 2016, we have grown from five staff members to over 200, employing a wide range of clinical and non-clinical staff across practices, PCNs, and head office.
We are proud to be an equal opportunity employer, reflecting the diversity of our vibrant city.
We are passionate about staff development and career progression, with stories of employees growing within NCGPA.
Job responsibilities
This role involves providing support across the finance function, including:
- Preparation of financial and management accounts, including budgets.
- Liaison with managers and supporting financial activities.
- Ensuring timely funding claims and proper accounting.
- Maintaining financial processes and procedures.
- Organising and sharing information within the team.
- Covering for the Head of PCN Planning and Finance during leave periods.
Person Specification
Qualifications
- NVQ Level 4, AAT Technician, part-qualified CIMA/CCAB, or equivalent.
- Full CCAB or equivalent.
Experience
- Experience in finance or accounting environments.
- Experience with QuickBooks, Xero, or similar systems.
- Experience working with stakeholders to achieve objectives.
- Experience producing management accounts.
- Experience with billing, receivables, payables, general ledger, reconciliations, revenue recognition.
- Experience preparing accounts for Primary Care Networks.
- Experience within the NHS.
Knowledge and Skills
- Excellent knowledge of Microsoft Office, especially Excel.
- Effective communication of complex information.
- Handling confidential and sensitive issues appropriately.
- Prioritising and organising workload to meet deadlines.
- Working under pressure with accuracy.
- Problem-solving and supporting others.
- Partnership working with agencies.
- Managing conflicting issues assertively and sensitively.
- Understanding confidentiality and Data Protection Act.
- Knowledge of accounting standards.
- Understanding of Primary Care Networks and NHS financial frameworks.
- Awareness of NHS financial systems and local issues.
Disclosure and Barring Service Check
This post is subject to a DBS check under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.
Nottingham City General Practice Alliance
Salary is dependent on experience and qualifications.