Finance Officer

Cardiff and Vale University Health Board; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

Mortimer Medical Practice, a GP practice in Herefordshire, is seeking a Finance Officer to support the finance function under the Practice Manager. The role covers bookkeeping, supplier and customer invoicing, and ensuring timely income from claims across Kingsland and its branch surgeries.

Responsibilities include VAT input, NHS Pensions, payroll submissions, and liaison with accountants to produce accurate financial reporting. Confidentiality and NHS governance are essential.

Qualifications

• Experience in finance, bookkeeping, accounts or administrative role.
• Knowledge of NHS finance, GP contract funding streams, and FP34 submissions is desirable.
• Travel between practice sites may be required.

Responsibilities

• Maintain bookkeeping using QuickBooks with potential system changes ahead.
• Prepare supplier and customer invoices; implement credit control where needed.
• Reconcile bank accounts, card payments, and petty cash; monthly VAT submissions.

Skills

Bookkeeping principles

Financial controls

Payroll processing

NHS Pensions

VAT submissions

Bank reconciliation

Financial reporting

Attention to detail

Education

GCSE English & Maths

Tools

QuickBooks

Xero

IRIS

Sage Accounts

Job description

The Finance Officer will be responsible for supporting all aspects of the finance function within the practice, which is overseen by the Practice Manager. Working hours will depend on the right candidate but will need continuity during the working week to ensure the smooth running of the finances within the practice and its branch sites., The post-holder will need to quickly become familiar with all functions of the Practice. There will be a strong focus on the commissioning of services and also ensuring that all income from claims submitted are accurately received in a timely fashion. The post holder will be aware of the various statutory requirements and will assist in implementation as directed by the Practice Manager and Partners. There will be a need to work closely with all staff covering all departments in order to maintain all levels of local and national standards and requirements. The post holder will work within the management team therefore confidentiality is of utmost importance. Training requirements will be monitored by yearly appraisal. Personal development will be encouraged and supported by the Practice. It is the individuals responsibility to remain up to date with recent developments., The Finance Officer will be responsible for supporting all aspects of the finance function within the practice, which is overseen by the Practice Manager. Working hours will depend on the right candidate but will need continuity during the working week to ensure the smooth running of the finances within the practice and its branch sites. Main Purposes The post-holder will need to quickly become familiar with all functions of the Practice. There will be a strong focus on the commissioning of services and also ensuring that all income from claims submitted are accurately received in a timely fashion. The post holder will be aware of the various statutory requirements and will assist in implementation as directed by the Practice Manager and Partners. There will be a need to work closely with all staff covering all departments in order to maintain all levels of local and national standards and requirements. The post holder will work within the management team therefore confidentiality is of utmost importance. Training requirements will be monitored by yearly appraisal. Personal development will be encouraged and supported by the Practice. It is the individuals responsibility to remain up to date with recent developments. Principal Duties and Responsibilities Financial Maintain all aspects of bookkeeping using Quickbooks, with a view to changing systems in time. Prepare all supplier invoices ready for payment authorisation Prepare and monitor all customer invoices, implementing credit control where necessary Responsible for reconciliation of bank accounts, card payments and petty cash Monthly VAT input, calculation and submission Liaise with Accountants regarding Partners Tax and VAT submissions Prepare PAYE payroll and NHS Pensions for submission to external Payroll Services Supplier Update National Workforce Reporting Service (NWRS) on a monthly basis Process Locum GP Cover claims as required Arrange annual dispensary stocktake by external auditer. Undertake regular supplier analysis to ensure financial efficiency Assist with all monthly, quarterly and annual commissioning claims inc. FP34 to ICB, NHSE, PCSE etc. ensuring accuracy of submissions and receipt of all monies owed Analyse EPACT2 data to maintain claims and income parity Oversee completion of Annual Estimates of GP Earnings, Performers List updates and GP Locum Pension Claim forms. Prepare accounts for submission to Accountants and provide any further assistance and information necessary Liaise with Accountants regarding all aspects of bookkeeping responsibilities, including end of year preparations. Work closely with Practice Manager to ensure accurate information to financial position of the practice is available at all times. Provide agreed reports to the Practice Manager and Partners on a monthly basis. Assist with queries from staff, patients and visitors. Project Work Due to nature of NHS contracts there is a vast amount of project work. The post holder will be expected to participate in projects as and when needed and on occasion run small projects independently. Place of Work: The main place of work will be based at Kingsland, but there may be occasional times where travel is required to the practices branch surgeries at Orleton and Leintwardine. Health and Safety: Working within a healthcare environment, the post-holder must take responsibility for their own and others health, safety and security. This will include (but will not be limited to): All staff within the department adhere to their individual responsibilities for infection control and health and safety, using a system of observation, audit and check, hazard identification, questioning, reporting and risk management. Maintain an up to date knowledge of health and safety and infection control statutory and best practice guidelines and ensure implementation across the Practice. Using personal security systems within the workplace according to Practice guidelines. Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks across the Practice. Making effective use of training to update knowledge and skills, and initiate and manage the training of others in these areas. Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards, and initiation of remedial / corrective action where needed. Actively identifying, reporting on and correcting health and safety hazards and infection hazards immediately when recognised. Keeping own work areas and general / patient areas generally clean, identifying issues and hazards / risks in relation to other work areas within the business, and assuming responsibility in the maintenance of general standards of cleanliness across the business in consultation (where appropriate) with other staff. Confidentiality:

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, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential.
• Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

Equality and Diversity

• Acting in a way that recognises the importance of peoples rights, interpreting them in a way that is consistent with Practice procedures and policies, and current legislation.
• Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues.
• Behaving in a manner that is welcoming to the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

Personal and Professional Development

• Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development.
• Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work.

Quality

• Alert other team members to issues of quality and risk.
• Assess their own performance and take accountability for their own actions, either directly or under supervision.
• Contribute to the effectiveness of the team by reflecting on their own and the teams activities and making suggestions on ways to improve and enhance the teams performance.
• Work effectively with individuals in other agencies to meet patient needs.
• Effectively manage own time, workload and resources.

Communication

• Communicate effectively with other team members.
• Communicate effectively with patients and carers.
• Recognise peoples needs for alternative methods of communication and respond accordingly., Understanding of bookkeeping principles, financial controls and reconciliation processes.
• Understanding of confidentiality, data protection and information governance requirements.

Desirable

• Knowledge of NHS finance, GP contract funding streams, commissioning claims, NHS Pensions, FP34 submissions and prescribing-related income.
• Understanding of NHS contractual and reporting requirements.

Other requirements Essential

• Ability to travel between Practice sites as required.
• Commitment to undertaking mandatory training and professional development.

Desirable

• Full UK driving licence and access to a vehicle.
• Experience supporting audits, governance activities or service development projects.
• GCSE (or equivalent) in English and Maths at Grade C/Level 4 or above. Good standard of numeracy and literacy.
• AAT qualification or working towards AAT.
• Bookkeeping, finance or business administration qualification.
• Experience working in a finance, bookkeeping, accounts or administrative role.
• Experience of maintaining accurate records and processing financial transactions.
• Experience using Quickbooks, Xero or IRIS or Sage Accounts software, plus Microsoft Office applications, including Excel.
• Experience of payroll preparation, accounts payable and receivable processes, and bank reconciliations.
• Experience handling confidential information appropriately.
• Experience working within General Practice, Primary Care or the NHS.
• Experience using accounting software and online banking systems.
• Experience of working within a dispensing practice or healthcare environment with responsibility for claims, reimbursements or financial reporting.
• Strong numerical and analytical skills.
• Excellent attention to detail and accuracy.
• Ability to organise and prioritise workload effectively and work to deadlines.
• Good verbal and written communication skills.
• Ability to work independently and collaboratively as part of a team.
• Competent in the use of Microsoft Office applications, particularly Excel.
• Ability to analyse financial information and identify discrepancies or trends.
• Ability to contribute to service improvement and financial process development.
• Honest, trustworthy and able to maintain strict confidentiality.
• Well organised and methodical. Reliable, professional and approachable.
• Positive attitude with a willingness to learn.
• Commitment to delivering high-quality work and supporting colleagues.
• Proactive and self-motivated.
• Flexible and adaptable in response to changing priorities.
• Interest in continuous improvement and developing new skills.

Mortimer Medical Practice is a friendly, well-established GP practice located in the heart of Kingsland in Herefordshire, serving a diverse and supportive patient population. The practice has two dispensing branch sites in nearby Orleton and Leintwardine. With nearly 9,000 patients, we are proud of our reputation for delivering high-quality, patient-centred care within a welcoming and inclusive environment. Our multidisciplinary team works collaboratively and values mutual respect, professionalism and kindness. We foster a positive workplace culture where every team member is recognised for their contribution and encouraged to develop their skills and interests. Staff wellbeing is important, and we strive to maintain a supportive atmosphere where colleagues feel valued. We are committed to continuous improvement, innovation and providing excellent clinical care. Our team benefits from strong clinical leadership and opportunities for ongoing professional development. We encourage learning and support career progression wherever possible. Our community-focused practices, offer the opportunity to build meaningful relationships with patients and colleagues. We take pride in knowing our patients well and delivering personalised care that makes a real difference to their health and wellbeing. Mortimer Medical Practice offers an excellent opportunity to develop your career in primary care while enjoying a rewarding and fulfilling working environment.