Finance Manager

NHS; Bradford; Remote; GBP 42,000 - 48,000; Part time

Job summary

A leading company is looking for an experienced Finance Manager to develop a new finance function within a growing federation of GP practices in Bradford. The ideal candidate will have solid NHS experience, excellent financial management skills, and be prepared to lead a small team. This permanent part-time role allows flexible working arrangements, making it ideal for candidates looking to balance professional and personal commitments.

Qualifications

• Proven work experience as a Finance Manager.
• Experience in healthcare or public sector is essential.
• Excellent knowledge of accounting and finance in limited companies.

Responsibilities

• Oversee financial management for TPC and Training Hub.
• Prepare annual budget with COO and maintain accounts.
• Ensure timely submission of returns to relevant agencies.

Skills

Financial Management

Accounting

Analytical Skills

Decision Making

Communication

Education

Recognised finance or accounting qualification

Tax and pensions training

Tools

Xero

Kashflow

Microsoft Office

Job description

Trust PrimaryCare Ltd (TPC) is a federation of 16 GP practices across Bradford, working onNHS contracts for Dermatology, Minor Surgery, Anticoagulation, Lung CancerScreening and the West Yorkshire Primary Care Workforce & Training Hub. Wealso deliver a comprehensive Pharmacy Service to many of our members and an HRservice to those that need it. We have been supported in finance by a memberpractice until now, but due to significant growth in the size of theorganisation and the volume of transactional work and financial planningrequirements, we have identified a need for dedicated in-house finance support.This is therefore a new role at TPC and an excellent opportunity for anexperienced Finance Manager to join us and build the new finance function. Thiswill involve building a new service to support our members around specialistfinance functions, for instance NHS pensions and QOF, so a level of previousNHS experience is essential. Experience of primary care finance will be a realasset and will enable the successful candidate to hit the ground running andstart the recruitment process for a supporting finance assistant. Whilst robustfinance and accounting systems are set up for TPC, this is a new role and theremay be no handover from the existing team, so the successful candidate willneed to demonstrate that they can pick this up unaided from the start. Fullinduction will be given by the Chief Operating Officer to explain incomestreams, processes etc as needed.

Main duties of the job

Responsibilities (Overview):

Be the first point of contact for allfinancial matters relating to TPC and for the Training Hub (TH).

Oversee the financial management for TPCand the TH.

Manage the appropriate administrativesupport team as needed.

Work as part of the senior leadershipteam with other TPC managers and the Chief Operating Officer (COO).

Work with the COO to scope and develop aFinance Service for TPC member practices.

About us

Trust PrimaryCare Ltd (TPC) is a federation of 16 GP practices across Bradford, working onNHS contracts for Dermatology, Minor Surgery, Anticoagulation, Lung CancerScreening and the West Yorkshire Primary Care Workforce & Training Hub. Wealso deliver a comprehensive Pharmacy Service to many of our members and an HRservice to those that need it.

You may be required to work across multiple sites to support all services.

Job responsibilities

Main Responsibilities

Financial control of the Current Account:

Prepare an annual budget with the COO for presentation to Board.

Maintain Income and Expenditure Accounts for Trust Primary CareLtd (TPC) and the West Yorkshire Primary Care Workforce & Training Hub(TH), using Xero software.

Processing of all income received.

Monitor organisation income and maximise this at everyopportunity.

Make further plans to attract funding or to increase theorganisations income; discuss these with the COO and implement as appropriate.

Process (and/or delegate the payment of) all invoices, accounttransfers and payments.

Monitor organisation expenditure and put into place mechanisms toreduce unnecessary expenditure.

Research and implement the most costeffective methods ofpurchasing as needed.

Produce quarterly variance reports for the COO and FinanceDirector.

Delegate work appropriately to the Finance Officer oradministrative staff as needed

Financial control of the Savings Accounts:

Maintain Income and Expenditure Accounts for all other TPCaccounts, moving money as needed to optimise generation of interest forre-investment.

Payroll Maintenance

Draw up a Staff Budget Plan (with the COO) on an annual basis andensure staff costs remain within the allocated sum as far as possible.

Ensure the Staff Payroll is kept up to date, check that all staffare on the correct grades and apply incremental rises as appropriate.

Pay the staff salaries on a monthly basis.

PAYE calculations.

Make payments for practice Staff to Inland Revenue.

Make payments for practice Staff to the NHS pension Scheme.

Managerial Responsibilities

Work with the HR Manager and COO on the recruitment of a newFinance Officer.

Train the Finance Officer in all appropriate tasks, including, butnot limited to, routine accounting tasks and payroll duties.

Train the HR Officer in business-critical tasks to offerorganisational resilience, including, but not limited to, routine inputtingtasks and payroll duties.

Ensure all returns to the pensions agency, PCSE, HMRC, bankers andaccountants are prepared and submitted in good time to ensure the smoothrunning of all TPC financial arrangements.

Work with the COO and Finance Director on policies to ensureaccountable approval of all transactions and payroll, with a minimum of twochecks/signatories at all times.

Ensure that the COO has access to all banking and payrollfunctions for spot checks, authorisations and absence cover.

Work with the Finance Officer and administrative staff onproducing a suite of standard operating procedures (SOPs) for all accountingtasks required by TPC.

Work with the COO and the Member Services Manager to develop aFinance Service with clear protocols and items members can choose to buy,ensuring there is the correct expertise and capacity within the team to deliverin a timely and cost-efficient manner.

Confidentiality:

Whileseeking 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 theright to expect that staff will respect their privacy and actappropriately

In theperformance of the duties outlined in this job description, thepost-holder may have access to confidential information relating topatients and their carers, practice staff and other healthcareworkers. They may also have accessto information relating to the practice as a business organisation.All such information from any source is to be regarded as strictly confidential

Informationrelating to patients, carers, colleagues, other healthcare workers or thebusiness of the organization may only be divulged to authorised persons inaccordance with TPCs policies and procedures relating to confidentialityand the protection of personal and sensitive data.

Health& safety:

Thepost-holder will implement and lead on the full range of promotion andmanagement of their own and others health, safety and security as defined in TPCshealth & safety policy, health & safety manual, and infection controlpolicy and published procedures. This will include (but will not be limitedto):

Ensure jobholdersacross TPC adhere to their individual responsibilities for infectioncontrol and health and safety, using a system of observation, audit andcheck, hazard identification, questioning, reporting and risk management.

Maintainan up-to-date knowledge of health and safety and infection controlstatutory and best practice guidelines and ensure implementation acrossthe business

Usingpersonal security systems within the workplace according to practiceguidelines

Identifyingthe risks involved in work activities and undertaking such activities in away that manages those risks across the business

Makingeffective use of training to update knowledge and skills, and initiate andmanage the training of others

Usingappropriate infection control procedures, maintaining work areas in a tidyand safe way and free from hazards, and initiation of remedial/correctiveaction where needed

Activelyidentifying, reporting, and correction of health and safety hazards andinfection hazards immediately when recognised

Keepingown work areas and general/patient areas generally clean, identifyingissues and hazards/risks in relation to other work areas within thebusiness, and assuming responsibility in the maintenance of generalstandards of cleanliness across the business in consultation (whereappropriate) with other sector managers

Undertakingperiodic infection control training (minimum annually)

Routinemanagement of own team/team areas, and maintenance of workspace standards

Demonstrate due regard for safeguarding and promoting thewelfare of children.

Equalityand diversity:

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

Acting in a way that recognises theimportance of peoples rights, interpreting them in a way that isconsistent with practice procedures and policies, and current legislation

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

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

The post-holder will participatein any training programme implemented by the practice as part of thisemployment, such training to include:

Participation in an annual individualperformance review, including taking responsibility for maintaining arecord of own personal and/or professional development

Taking responsibility for owndevelopment, learning and performance and demonstrating skills andactivities to others who are undertaking similar work

Quality:

The post-holder will strive tomaintain quality within TPC and will:

Alert other team members to issues ofquality and risk

Assess own performance and takeaccountability for own actions, either directly or under supervision

Contribute to the effectiveness of theteam by reflecting on own and team activities and making suggestions onways to improve and enhance the teams performance

Work effectively with individuals inother agencies to meet patients needs

Effectively manage own time, workload,and resources

Communication:

The post-holder should recognize the importance ofeffective communication within the team and will strive to:

Communicateeffectively with other team members

Communicateeffectively with patients and carers

Recognisepeoples needs for alternative methods of communication and respondaccordingly

Contributionto the implementation of services:

The post-holder will:

Apply TPCs policies, standards, andguidance

Discuss with other members of the teamhow the policies, standards and guidelines will affect own work

Participate in audit where appropriate

Development

The post-holder will engage andparticipate in any opportunities arising within the development and expansionof the organisation.

Person Specification

Experience

• Proven work experience as a Finance Manager
• Experience of working in a health care or other public sector setting
• Excellent knowledge of accounting and finance in a limited company
• Hands-on experience with finance and accounting packages
• Ability to develop clear and fair company finance policies
• Basic IT knowledge
• Excellent knowledge of Microsoft Office
• Familiarity with Internet and Outlook
• Experience of working in or with general practice
• Working knowledge of NHS Pensions
• Experience of working with Xero
• Experience of working with Kashflow

Qualifications

• Recognised finance or accounting qualification
• Additional qualifications relevant to the post eg tax and pensions training

Planning And Organisational Skills

• Excellent analytical and decision-making abilities
• Excellent planning and organisational skills
• Ability to re-organise projects taking into account changing priorities
• Flexibility to meet the needs of the post and organisations requirements

Practical And Intellectual Skills

• Ability to work on own initiative when required and as part of a team
• Good written and verbal communication skills
• Ability to train and develop a team
• Able to recognise the importance of being discerning about what is communicated due to the nature of the post
• Confidentiality at all times

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.

Depending on experienceCirca £45,000 WTE, dependent on experience

Contract

Permanent

Working pattern

Part-time,Flexible working,Home or remote working