Finance Officer

NHS; Leeds; On-site; GBP 60,000 - 80,000; Part time

Job summary

A healthcare organization seeks a Finance Officer in Leeds to support financial management and optimize performance. Responsibilities include managing finances, preparing reports, and ensuring compliance. Candidates should have excellent literacy, numeracy, and financial IT skills. The role offers part-time flexible working, a competitive hourly rate, and a permanent contract. Applicants with NHS finance experience are preferred.

Qualifications

• Strong literacy and numeracy skills are essential.
• Experience in data analysis and report production is necessary.
• Proficiency in financial IT systems is required.

Responsibilities

• Review income and expenditure statements and report discrepancies.
• Manage petty cash and cheque systems effectively.
• Prepare and present monthly financial reports.

Skills

Excellent literacy & numeracy

Data analysis & report production

Financial IT systems

Financial planning & forecasting

Communication skills

Strong IT and analytical skills

DBS clearance

Confidentiality

Education

AAT accounting qualification

NHS or primary care finance experience

Healthcare setting experience

Job description

Job Summary

To support management in all aspects of practice finances, optimising efficiency and financial performance, and ensuring the organisation achieves its long-term strategic objectives.

Job Purpose

Through innovative working, support the achievement of NHS targets and sustainable changes within a profitable, efficient practice environment. Collaborate with the management team to promote Equality, Diversity & Inclusion (ED&I), Social, Health, Environmental and Financial (SHEF) responsibilities, quality improvement and compliance with CQC regulations, confidentiality, continuous learning and collaborative working.

Primary Responsibilities

• Review all income and expenditure statements, rectify discrepancies, and report to management.
• Ensure timely payment of invoices.
• Manage petty cash and cheque systems effectively.
• Ensure accurate ledger coding for payroll.
• Prepare and present high‑standard monthly financial reports.
• Present financial forecasts to partners as needed.
• Implement and monitor effective financial control processes.
• Provide financial insight regarding contract and legislative changes.
• Liaise with the ICB to ensure equitable resource allocation.

Secondary Responsibilities

• Deputise for the Finance Manager in their absence.
• Be the primary finance contact for NHS England, ICB, and the organisation’s accountant.
• Support audit processes as directed.
• Attend external finance‑related meetings.

Detailed Job Responsibilities

Book‑keeping

• Maintain accurate, computerized bookkeeping (e.g. Xero).
• Reconcile bank accounts within three weeks of month‑end.

Banking

• Oversee incoming monies.
• Handle electronic banking queries and processes.
• Conduct weekly bank balance checks.
• Perform banking duties when required.

Petty Cash & Cash Transactions

• Administer petty cash: disburse, record, reconcile, and monitor use.
• Manage systems for patient payments (cash and card).

Sales Ledger & Income

• Invoice preparation for SLA, non‑NHS, and contract work.
• Ensure practice receives all reimbursements.
• Submit claims for GP sickness, maternity, and paternity leave.
• Monitor CQRS income and report discrepancies.

Purchases & Purchase Ledger

• Validate and authorise supplier payments.
• Reconcile accounts monthly and pursue outstanding debtors.
• Maintain strong supplier relationships and manage consumables/resources.

Reporting: Month‑End and Year‑End

• Liaise with accountants and banks.
• Complete monthly and year‑end financial reconciliations.
• Archive and manage financial records per policy.

Partnership Financial Matters

• Compile and send partner expense data to accountants.

Payroll, Drawings & Pension

• Onboard new staff to payroll and pension systems.
• Manage PAYE and pension contributions.
• Issue payslips and handle staff payroll queries.
• Record overtime, mileage, and locum claims.
• Oversee accurate GP registrar pay and reimbursement.
• Act as pensions officer, liaising with payroll bureau and PCSE.

HR Support

• Track staff absences for payroll.
• Monitor and ensure valid insurance and defence cover for doctors.
• Update HR records for staff lifecycle events (e.g. starters/leavers).
• Maintain records of staff training and immunisation status.

Person Specification

Essential

• Excellent literacy & numeracy.
• Data analysis & report production.
• Financial IT systems.
• Financial planning & forecasting.
• Communication skills.
• Strong IT and analytical skills.
• DBS clearance.
• Maintain strict confidentiality.

Desirable

• AAT accounting qualification.
• NHS or primary care finance experience.
• Healthcare setting experience.

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and will require a submission to the Disclosure and Barring Service to check for any previous criminal convictions.

Details

• Date posted: 18 November 2025.
• Salary: £14.41 an hour.
• Contract: Permanent.
• Working pattern: Part‑time, flexible working.
• Reference number: A0898-25-0006.
• Job locations:
  • Westfield MC, The Reginald Centre, 263 Chapeltown Road, Leeds, LS7 3EX.
  • Allerton Medical Centre, 6 Monte­­­l­on Avenue, Leeds, LS7 4LF.