Finance Assistant

NHS; Carnforth; On-site; GBP 22,000 - 28,000; Full time

Job summary

A non-profit healthcare organization in Carnforth is seeking a Finance Assistant to provide vital financial and administrative support. The role involves processing invoices, maintaining records in Xero, and assisting with financial reporting under the Senior Finance Officer's guidance. Candidates should have a relevant diploma in finance and strong skills in bookkeeping. You'll join a supportive team committed to enhancing primary care services across the region.

Qualifications

• Experience in bookkeeping, ledgering, and invoice control.
• Background in accounting and invoicing.
• Familiarity with payroll processing and software.

Responsibilities

• Provide day-to-day financial and administrative support.
• Assist in processing invoices, payments, and reconciliations.
• Maintain accurate supplier and customer records in Xero.

Skills

Workload management

High IT literacy

Education

Grade A* to C GCSE in English & Maths

Relevant diploma in Finance/Financial Management (e.g., AAT)

Tools

Xero

Job description

Finance Assistant

The closing date is 22 February 2026

The finance assistant will provide day-to-day financial and administrative support to ensure the efficient running of financial operations across Morecambe Bay Primary Care Collaborative, the Primary Care Networks (PCNs) and the Lancashire & South Cumbria Training Hub. Working under the guidance of the Senior Finance Officer, the postholder will assist in processing invoices, payments, reconciliations, and financial reporting, helping to maintain accurate records and ensure compliance with financial procedures and funding requirements.

Main duties of the job

• Receive, review, and input invoices and transactions into Xero accurately and promptly, ensuring documentation is complete and queries are referred appropriately.
• Assist in preparing and processing weekly payment runs via Bankline.
• Maintain up-to-date and accurate supplier and customer records in Xero.
• Manage shared finance mailboxes, ensuring timely responses and appropriate escalation of finance-related queries.
• Assist with the reconciliation of bank transactions, ensuring accurate coding and supporting documentation.
• Support the reconciliation of payroll journals and project journals.
• Help to monitor and record financial transactions for multiple PCNs and ETH projects.
• Support the administration of financial processes for ETH projects and PCN funding streams.

About us

Morecambe Bay Primary Care Collaborative is the largest employer of Primary Care colleagues in South Cumbria, we are a not-for-profit Community Interest Company, and work to support, guide and underpin primary medical care across Lancashire and South Cumbria.

We deeply value education and learning, hosting the Lancashire and South Cumbria Training Hub. We have a great team on our board that guide our organisation, and you will be supported to excel in your role.

Job responsibilities

Financial Processing and Administration

• Receive, review, and input invoices and transactions into Xero accurately and promptly, ensuring documentation is complete and queries are referred appropriately.
• Assist in preparing and processing weekly payment runs via Bankline.
• Maintain up-to-date and accurate supplier and customer records in Xero.
• Manage shared finance mailboxes, ensuring timely responses and appropriate escalation of finance-related queries.
• Assist with the reconciliation of bank transactions, ensuring accurate coding and supporting documentation.
• Support the reconciliation of payroll journals and project journals.
• Help to monitor and record financial transactions for multiple PCNs and ETH projects.
• Support the administration of financial processes for ETH projects and PCN funding streams.

The post holder will also support an internal department of MBPCC with enhanced financial support:

• Administrating the financial payment system for all projects within the Enhanced Training Hub.
• Managing payment systems for placements and reconciling information and invoicing funding organisations for placement payments
• Raising invoices to funding organisations for a changing portfolio of projects
• Reconciling payments made to and from ETH
• Working with Finance Lead/ETH Lead to develop financial reporting and monitoring systems in Xero for the ETH and associated projects.
• Support the Finance Lead/ETH Lead with financial report submissions/project budget management

Confidentiality

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately in the performance of the duties outlined in this job description, the post-holder may have access to confidential information relating to patients and their carers, employees and other healthcare workers. They may also have access to information relating to the business as an organisation. All such information from any source is to be regarded as strictly confidential. Information relating to patients, carers, colleagues, other health care workers or the business of the Federation may only be divulged to authorised persons in accordance with the policies and procedures relating to confidentiality and the protection of personal and sensitive data

Health and Safety

The post-holder will assist in promoting and maintaining their own and others health, safety and security as defined in the Federation health & safety policy, the health & safety manual, and the infection control policy and published procedures. This will include:

Using personal security systems within the workplace according to guidelines

Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks

Making effective use of training to update knowledge and skills

Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards

Actively reporting of health and safety hazards and infection hazards immediately when recognised

Keeping own work areas and general / patient areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holders role

Undertaking periodic infection control training (minimum annually)

Compliance with the Data Protection Act (2018) and the Access to Health Records Act (1990)

Equality and diversity

The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include:

Acting in a way that recognizes the importance of peoples rights, interpreting them in a way that is consistent with procedures and policies, and current legislation

Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues

Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

This job description is intended to provide an outline of key tasks and responsibilities only. There may be other duties required of the post holder commensurate with the position.

This job description will be open to regular review and may be amended to take into account development within the Federation. All members of the team should be prepared to take on additional duties or relinquish existing duties in order to maintain the efficient running of the organisation.

Person Specification

Skills

• Manages & prioritises workload without supervision
• Highly IT literate

Experience

• Book keeping, ledgering and invoice control
• Accounting
• Invoicing
• Previous experience in a finance environment
• Knowledge of payroll processing/payroll software
• Development & review of policies and procedures
• Ability to use Xero system

Qualifications

• Grade A* to C GCSE in English & Maths
• Relevant diploma or other qualification in Finance/Financial Management eg AAT
• Highly motivated & innovative self-starter
• Discreet and able to maintain confidentiality
• Professional and personable presentation and demeanour
• Smart and well-presented

Employer name

Morecambe Bay Primary Care Collaborative