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1. Role

Our company is searching for an experienced and proactive Financial Officer to work in a busy team. In this role, you will accurately oversee the company’s financial transactions, develop budgets/forecasts, prepare financial reports, and monitor all transactions.

You will also be a team player, positive with a can-do attitude. You will be able to articulate financial data to a varied audience. You will be able to work on your own initiative, provide feedback, solutions to issue and write financial protocols and procedures.

Your duties will include resolving financial disputes, supporting executives, preparing balance sheets, and processing invoices.

The ideal candidate will have experience using financial software such as Xero, however training will be provided for our operational systems such as Lantum, Systm1 etc. Having worked within the NHS/Health Care/GP Practice environment would be desirable, although not essential.

2. Senior Finance Officer Duties

• Maintain accurate transaction records

• Review/Approve/Process invoices/timesheets and prepare financial statements

• Reconcile banking and conduct financial audits

• Prepare budgets

• Review the business’s financial policies

• Ensure all legal requirements are met

• Payroll production

• To be a point of contact for various stakeholders such as suppliers, accountants,

employees

• To file for the accountants, such as, tax returns, companies house, HMRC

• To complete any adhoc duties required as requested by the senior management team

3. Senior Finance Officer Requirements

• Maths and problem-solving skills

• Project management skills

• Advanced Microsoft Office skills

• Solid knowledge of accounting and financial procedures

• Knowledge of financial regulations and laws

• Proven work experience as a Senior Finance Officer or similar role

• Experience using financial software such as Xero

• Excellent analytical and numerical skills

• Sharp time management skills

• Strong ethics, with an ability to manage confidential data

4. Senior Finance Officer Qualifications (not all of the below are required)

• A Degree in Finance, Accounting, or Business Studies

• Two A Levels

• At least two GCSEs, including English and Maths

• BSc or AAT degree in Finance, Accounting or Economics

• Professional qualification as a CFA/CPA is considered a plus

5. 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, company

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 company may only be divulged to authorised persons in accordance

with the company policies and procedures relating to confidentiality and the

protection of personal and sensitive data

6. Health & safety

• The post-holder will assist in promoting and maintaining their own and others’ health,

safety and security as defined in the company health & safety policy, the company

health & safety manual, and the company infection control policy and published

procedures. This will include:

• Using personal security systems within the workplace according to company

guidelines

• Identifying the risks involved in work activities and undertaking such activities in a way

That manages those risks

• Making effective use of training to update knowledge and skills

• Using appropriate infection control procedures, maintaining work areas in a tidy and

safe way and free from hazards

• Actively reporting of health and safety hazards and infection hazards immediately

When recognised

• Keeping own work areas and general/patient areas generally clean, assisting in the

Maintenance of general standards of cleanliness consistent with the scope of the job

holder’s role

• Undertaking periodic infection control training (minimum annually)

• Reporting potential risks identified

• Demonstrate due regard for safeguarding and promoting the welfare of children.

7. Equality and Diversity

• The post-holder will support the equality, diversity and rights of patients, carers and

colleagues, to include:

• Acting in a way that recognises the importance of people’s 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 and of the individual, is non-judgmental

and respects their circumstances, feelings priorities and rights.

8. Personal/Professional Development:

• The post-holder will participate in any training programme implemented by the

company as part of this employment, with such training to include:

• Attend mandatory training as directed by the company

• Attend internal/external training courses to obtain the knowledge and skills required

for the post

• Participation in an annual individual performance review

• Assume responsibility for own development, learning and performance and

demonstrating skills and activities to others who are undertaking similar work

9. Quality

• The post-holder will strive to maintain quality within the company, and will:

• Alert other team members to issues of quality and risk

• Assess own performance and take accountability for own actions, either directly or

Under supervision

• Be aware of the regulations of the CQC and, as part of their role within the company,

Contribute to the company’s compliance with these regulations

• Contribute to the effectiveness of the team by reflecting on own and team activities

and making suggestions on ways to improve and enhance the team’s performance

• Work effectively with individuals in other agencies to meet patients’ needs

• Effectively manage own time, workload and resources

10. Communication

• The post-holder should recognise the importance of effective communication within

the team and will strive to:

• Communicate effectively with other team members

• Communicate effectively with patients and carers

• Recognise people’s needs for alternative methods of communication and respond

accordingly

11. Contribution to the Implementation of Services

• The post-holder will:

• Apply practice policies, standards and guidance

• Discuss with other members of the team how the policies, standards and guidelines

will affect own work

• Participate in audit where appropriate