Finance Officer

Allerton Medical Centre; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A healthcare practice in the UK is seeking a Finance Officer to oversee the management of practice finances, ensuring compliance with NHS regulations and preparing financial reports. The ideal candidate should have experience in NHS finance and strong IT skills. Responsibilities include managing invoices and payroll, tracking expenditures, and ensuring confidentiality. This role offers the chance to work collaboratively within a committed team and improve financial efficiency.

Qualifications

• Experience in NHS or primary care finance.
• Proficiency in data analysis and report production.
• Strong IT and analytical skills required.

Responsibilities

• Review income and expenditure statements.
• Manage petty cash and cheque systems.
• Prepare monthly financial reports.
• Onboard new staff to payroll and manage pension contributions.
• Track staff absences for payroll.

Skills

Data analysis & report production

Strong IT and analytical skills

Communication

Maintain strict confidentiality

NHS or primary care finance

Healthcare setting experience

Tools

Xero

Job description

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

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

Main duties of the job

Primary Responsibilities

The Finance Officer will undertake the following core duties. Additional tasks may be required depending on workload and staffing:

• 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

The Finance Officer may also be expected to:

• Deputise for the Finance Manager in their absence
• Be the primary finance contact for NHS England, ICB, and the organisations accountant
• Attend external finance-related meetings

About us

We are a medium-sized basedacross two sites that are located very closely. We aim to provide our patientswith continuity of care, building on our combined strengths. We have adeep-seated commitment to our patients and staff, believing in supporting ourcolleagues to deliver their best. We support both individual staff developmentand regular team time together to celebrate success and keep improving.

We believe in supporting ourstaff to work safely to deliver excellent care while preserving work/lifebalance for all.

We are part of a small andcommitted PCN groups of 3 practices who work closely together, includingquarterly Network meetings for all of the nursing teams.

10,000 patients, 2 sites. 3 GPPartners, 3 salaried GPs, 1 Clinical Pharmacist, 2 PNs, 2 HCAs . S1 practice.

Job responsibilities

Detailed Job Responsibilities

Book-keeping

• Maintain accurate, computerised book-keeping (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)
• 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
• 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
• 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

Experience

• Experience
• Data analysis & report production
• Skills
• Communication
• Strong IT and analytical skills
• DBS clearance
• Maintain strict confidentiality
• NHS or primary care finance
• Healthcare setting experience

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.