Finance Lead

NHS; Bristol; On-site; GBP 35,000 - 50,000; Full time

Job summary

An exciting opportunity exists for a motivated Finance Lead at Downend Health Group. You will oversee financial transactions, payroll, and reporting in this vital role, ensuring financial governance and accuracy within a dynamic healthcare setting. Join a supportive team where you can develop your role and contribute to high-quality patient care.

Benefits

NHS pension scheme

Supportive team environment

Flexible working patterns

Qualifications

• Experience in a finance role with understanding of payroll and financial management.
• Strong numerical and financial skills with attention to detail.
• Ability to work independently and manage multiple tasks effectively.

Responsibilities

• Manage financial operations, including payroll and reconciliations.
• Ensure compliance and accuracy in financial transactions.
• Support budgeting and financial planning activities.

Skills

Numerical skills

Attention to detail

Financial governance awareness

Communication skills

Organizational skills

IT skills

Tools

Quick Books

Microsoft Office

Job description

An exciting opportunity has arisen for a motivated and detail-oriented Finance Lead to join the team at Downend Health Group. Reporting directly to the Executive Business Manager, you will take the lead on all financial transactions, reconciliations, payroll and financial reporting for the Practice.

This is a vital role in ensuring robust financial governance, accuracy, and high standards of probity across our growing and dynamic GP partnership.

What We Are Looking For

We are seeking someone with:

• Strong numerical and financial skills
• Excellent attention to detail and organisational abilities
• A high level of financial governance awareness
• Confident communication and interpersonal skills
• Experience in a finance role (Primary Care experience is advantageous but not essential)
• A minimum of 24 hours/week overat least 4 working days

Why Join Us?

• A supportive, friendly, and professional team environment
• An opportunity to develop the role as your own
• Attractive salary and NHS pension scheme

You will be part of a forward-thinking, multidisciplinary team of over 100 staff including GPs, Paramedics, Clinical Pharmacists, Nurses, HCAs, and more all working together to deliver outstanding care.

If you are ready to bring your financial expertise to a healthcare setting, we would love to hear from you.

We particularly welcome informal visits to the practice, if you are interested in finding out more, please email:Chris Brookes Executive Business Manager) [e-mail]

Main duties of the job

As Finance Lead, you will:

• Oversee and manage day-to-day financial operations, including reconciliations, payroll and reporting
• Ensure accuracy and compliance in all financial transactions
• Support budgeting, forecasting and financial planning activities
• Work closely with the Executive Business Manager and wider management team
• Contribute to the ongoing development and improvement of financial systems and processes

About us

At Downend Health Group, our team and their wellbeing are some of our key priorities. The organisation has grown from humble beginnings with a skeleton staff, to a workforce of over 100 employees, providing services from two purpose-built surgeries.

We are here to look after you as much as we are able. We have a range of policies to help staff from a Menopause Policy to resources on Mental Wellbeing. We also understand that flexibility is key to a successful work- life balance and where possible, we offer flexibility in working patterns to accommodate your needs.

Downend Health Group know that all work and no play isn't great for anyone - we hold social gatherings, we run sweepstakes on sporting events and deliver a monthly reward scheme that recognises employees who have gone the extra mile. We value you and your commitment to the practice and like to recognise this with small tokens of appreciation.

Our recruitment process is fast and friendly, at interview we offer a relaxed approach which we think is the best environment for you to learn a little about us and where we can get to know you. We wont keep you waiting long on our decision either and will respond to you as quickly as possible. We welcome applications for our non-clinical roles no matter what your career background. Our workforce team is built around common goals and values, and empathy and patience are key attributes, we also value your life skills which we believe are transferable to our workplace.

Job responsibilities

Main Duties of the role:

The Finance Lead will be supported by the Executive Business Manager. The Finance Lead is responsible for providing financial management in the following areas:

Purchase ledger processing, including HMRC and mortgage payments, monthly supplier payment runs including locum invoices

Overall responsibility for running monthly payroll with support for HR lead

Management of Private income and payments to salaried doctors / partners

Ensure accurate and timely claims and reimbursements (employee sick leave, maternity leave, PCN funding streams, CQRS notifications)

Work with Executive Business Manager to ensure accurate and timely operation of CQRS system and queries and claims as required

Reconcile PCSE statements to ensure the accuracy of practice income

Analysis of business operations as required in order to realise financial savings and demonstrate strong governance (e.g. value for money of locum rates and total spend / pay analysis where recruiting to vacancies)

Working in line with NHS/ICB Contracts take advantage of opportunities to maximise Practice income

Work with Executive Business Manager on monthly finance reports / quarterly forecasts

Work with Executive Business Manager to complete Partners drawings as required

Work with Executive Business Manager to complete budgets, establish monitoring systems

Liaise with the Practice accountants to ensure the ledger is reconciled monthly

Liaise with the Practice accountants to complete the end of year accounts

Keep abreast of change in financial regulations and legislation

Willingness to gain a basic knowledge of EMIS searching and reporting

Ensuring high levels of attention to detail and accuracy with regards to the completion of all necessary documentation associated with the role;

Maintaining effective liaison with other staff, PCN practices, appointed accountancy/banking services, and/or agencies;

Working co-operatively within teams and respecting the skills, expertise and contributions of your colleagues;

Collecting data, preparing reports and undertaking research as required;

Ensuring the rules of GDPR, Caldicott, Freedom of Information Act and those issued by the NHS and CCG are understood and fully implemented;

Supporting in the planning and co-ordination of practice targets including work streams such as Quality and Outcomes Framework (QOF); Enhanced Services (EHS); Care Quality Commission (CQC);

Demonstrating a professional commitment to equality and diversity

Ensuring skills and knowledge remain up to date by taking part in appropriate learning activities that maintain and develop your competence and performance

Notice

This job description sets out the duties which this role normally entails. The job holder should understand that the job title and job description may be amended by the

Person Specification

Experience

• A comprehensive understanding of payroll, income and expenditure management, budgeting, ledger processing, banking, and financial analysis
• To act on own initiative and be self-directed
• A minimum of 24 hours per week is required over at least 4 working days, with an understanding that additional hours may be required on occasion.
• Knowledge of Quick Books software would be desirable
• Experience of working in Primary Care

Qualifications

• Several years experience in a finance bookkeeper / lead position

Skills

• To have an excellent, positive customer service mindset
• Very good IT skills and a thorough understanding of Microsoft Office
• High level of literacy, with excellent verbal and written communication skills
• Have an understanding, and adherence to the need for strict confidentiality
• Flexible approach to work pattern and to increase working hours when the demand arises, such as holiday and/or sickness absence
• To ensure own statutory & mandatory training records are up to date

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.