Job description

Job responsibilities

Key Responsibilities 1. Financial Management and Reporting

Lead the day-to-day finance function ensuring financial information is accurate timely and reliable.

Prepare and present monthly management accounts financial performance reports and Board reports.

Provide meaningful financial analysis that highlights key variances, risk, opportunities and recommendations.

Monitor income expenditure profitability and overall financial performance against agreed budgets.

Complete monthly balance sheet reconciliations and safeguard the integrity of all financial records.

Oversee all transactional finance activity including purchase ledger, sales ledger banking and journals using Sage Line 50.

Manage trade debtors and creditors ensuring timely collection of income and payment of liabilities.

Ensure all income and funding streams are correctly received allocated and reconciled.

Maintain accurate financial records in line with statutory and regulatory requirements.

Lead the annual budget-setting process and periodic budget reviews.

Prepare detailed financial forecasts, including six-monthly reviews and longer-term financial plans.

Monitor actual performance against budget and investigate significant variances.

Work with operational and service leads to review performance and identify financial risks and opportunities.

Develop financial models and business cases to support strategic and operational decisions, including new service bids and tenders.

Support the leadership team to identify efficiencies, growth opportunities and service developments.

Support social value reporting and the reinvestment of surplus in line with SPCTs community interest purpose.

Manage cash flow to ensure sufficient working capital is available to meet operational requirements.

Produce regular cash flow forecasts and monitor financial commitments.

Ensure surplus funds are invested appropriately and in line with approved financial policies.

Manage banking arrangements and monitor financial reserves.

Oversee payroll processes so that staff are paid accurately and on time.

Manage NHS Pension Scheme administration and ensure all compliance requirements are met.

Ensure payroll reconciliations and statutory obligations including HMRC returns are completed accurately.

Lead the financial management of Primary Care Network funds.

Prepare monthly PCN financial reports, forecasts and funding analyses.

Monitor the use of PCN funding streams and ensure compliance with national and local funding requirements.

Provide financial advice and performance monitoring to PCN leadership.

Ensure compliance with Standing Financial Instructions -SFIs, the Scheme of Delegation, financial regulations and organisational policies.

Review, develop and strengthen financial systems, controls and procedures.

Prepare and submit VAT returns, including Partial Exemption calculations.

Coordinate the annual audit and act as principal contact for the external auditors.

Lead the preparation of the annual statutory accounts and year-end working papers, including Companies House filings and the annual CIC community interest report.

Ensure appropriate insurance cover is maintained across the organisation.

Identify and monitor financial risks, maintain the financial risk register and put appropriate controls in place.

Support the Board and Executive Team in meeting their governance and assurance responsibilities.

Provide financial management support for Little Hulton Health Centre and any associated healthcare premises.

Monitor service costs, income streams and contractual performance.

Ensure contract terms and financial obligations are fulfilled and appropriately monitored.

Lead, manage and develop the finance team.

Provide mentoring, coaching and professional development for finance staff.

Set clear objectives and performance expectations, and conduct regular appraisals.

Promote a culture of continuous improvement, accountability and high performance.

Build resilience and succession planning within the finance function.

The Finance Manager will build and maintain effective working relationships with:

Internal

External

Chief Accountable Officer

Executive Team and SPCT Board

Member GP practices (SPCT shareholders)

Operational and service leads

Primary Care Network representatives

Finance team

NHS Greater Manchester Integrated Care Board and other NHS bodies

Commissioners and healthcare partners

External auditors

Professional advisers, including accountants, tax advisers and legal representatives

Regulatory bodies

Banks and financial institutions

Third-party providers of outsourced services

The postholder will represent the organisation professionally and support negotiations with commissioners, contractors and external agencies, ensuring contractual and financial obligations are delivered.

Success in this role will be demonstrated by:

Accurate and timely production of financial information.

Robust financial controls and full compliance with statutory and regulatory requirements.

Effective cash flow and treasury management.

Sound budgetary control and reliable forecasting.

Clean audit outcomes and strong financial governance.

Effective management of NHS and PCN funding streams.

A skilled, resilient and high-performing finance team.

Financial sustainability and well-informed decision-making across the organisation.

All staff are expected to:

Maintain confidentiality and comply with data protection legislation (UK GDPR), information governance and Caldicott principles.

Take responsibility for safeguarding children and adults at risk, complete mandatory training and report concerns in line with organisational policy.

Comply with health and safety legislation and policies, taking reasonable care of themselves and others.

Promote equality, diversity and inclusion, treating patients, colleagues and partners with dignity and respect.

Comply with infection prevention and control policies relevant to their role.

Complete all mandatory and statutory training and participate in annual appraisal.

Act in accordance with SPCTs values, policies and procedures at all times.

This job description is not exhaustive and may be reviewed and amended in consultation with the postholder to reflect the changing needs of the organisation.

Person Specification

Qualifications

Essential

• Fully qualified Accountant -ACA, ACCA, CIMA, CIPFA or qualified by substantial equivalent experience
• Evidence of continuing professional development

Experience

Essential

• Significant experience in a finance management role
• Producing management accounts, budgets and financial forecasts
• Managing cash flow, payroll and balance sheet reconciliations
• Leading, managing and developing a finance team
• Strong understanding of financial controls, governance and compliance requirements
• Advanced Excel and financial systems skills
• Excellent analytical, communication and presentation skills
• Ability to explain financial information clearly to non-financial colleagues and stakeholders
• Ability to manage competing priorities and meet statutory and reporting deadlines

Desirable

• Working within NHS, primary care, healthcare or public sector organisations
• Working within a social enterprise, community interest company or not-for-profit organisation
• Supporting Boards and senior leadership teams
• Managing NHS Pension Scheme administration
• Using Sage 50 (Line 50) accounting software

Skills & attributes

Essential

• Advanced Excel and financial systems skills
• Excellent analytical, communication and presentation skills
• Ability to explain financial information clearly to non-financial colleagues and stakeholders
• Ability to manage competing priorities and meet statutory and reporting deadlines
• High standards of integrity, confidentiality and professional judgement
• Commitment to SPCTs social enterprise values, equality, diversity and inclusion
• Collaborative approach and the confidence to challenge constructively

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.

UK Registration

Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).

Employer details

Employer name

Salford Primary Care Together (SPCT)

Address

3rd Floor, 2 City Approach

Albert Street

Eccles

Salford

M300BL

United Kingdom

Employer's website

https://salfordprimarycaretogether.co.uk/ (Opens in a new tab)

Job description

Job responsibilities

Responsibilities for Human Resources

• To line-manage administrational staff in line and support of the Deputy Practice Manager/Practice Manager
• Ensure all staff within the administrative team have regular supervisions and annual appraisals
• Provide relevant coaching, support and feedback to staff in line with company policies and procedures.
• Ensure all new starters complete induction training and keep starter packs up to date
• Ensure company policies are followed and accurate records are kept with particular reference to: appointments, messages, visits, post, patient registration, repeat prescriptions, filing systems, births and deaths.
• Work with the Clinical Lead to ensure smooth running of the site and providing administrational support to the clinical teams.
• Co ordinate rotas of admin staff and leave requests to ensure the smooth running of all sites and services.

Communication and Leadership

• To provide day-to-day support, leadership, first line management and guidance for the practice reception and administration team, ensuring an efficient and professional manner is maintained and to provide cover to the reception team when needed.
• Communicate effectively with patients, staff and external agencies.
• Be the first point of contact for any patient complaints, ensuring ownership and effective resolution
• Involve patients in the planning and improvement of the service by carrying out a quarterly PPG and other methods of gaining feedback
• Maintain excellent communication with all management team
• Attend management meetings and site meetings.

Team Support and Management

• Responsible for coaching, training, development and motivation of all administrational and reception staff in your team.
• Conducting supervisions, appraisals, and formulating development plans across each member of the administrational / reception team.
• Ensuring SMART objectives are set for each team member in relation to their roles and responsibilities.
• Conducting and managing relevant absence management processes where applicable.
• Responsible for promoting and continual improvement in the surgery through shared learning with the support of Deputy Practice/Practice Manager
• Ensuring all processes and policies are adhered to in line with SPCT values
• Participate in the recruitment and selection process of new staff in support of the Clinical Leads and Deputy Practice Manager
• Manage and deal with day to day needs, difficulties and requirements of the clinical staff.
• Ensure all new starters complete a thorough induction process.

Health & Safety

• The post-holder will manage their own and others health & safety and infection control as defined in the Practices Health & Safety Policy, the Practice Health & Safety Manual, and the Practices Infection Control Policy and published procedures.
• Comply with Practice health and safety policies by following agreed safe working procedures
• Actively reporting of health and safety hazards and infection hazards immediately when recognised
• Keeping work and general areas clean and tidy, and using appropriate infection control procedures to keep work areas hygienic and safe from contamination.
• Awareness and compliance with national standards of infection control, hygiene, regulatory / contractual / professional requirements, and good practice guidelines.
• Reporting incidents using the organisations Incident Reporting System
• Using personal security systems within the workplace according to Practice guidelines
• Making effective use of training to update knowledge and skills
• To maintain good housekeeping of the admin and reception areas.
• To maintain the security of the building by ensuring staff, visiting staff and visitors are signed in/out.

Operational Duties

• Responsible maintaining KPIS around delivery of service to patients.
• Responsible for undertaking the various roles and responsibilities, of which form part of the administrational functions.
• Responsible for actively leading and co-ordinating the administrational functions to deliver support to all shared services and employees.
• Working with the Deputy Practice Manager analysing the service provided and improving processes to ensure optimum productivity and efficiency.
• Responsible for Health and Safety of all employees and patients at the site.
• Responsible for adhering to various legislation and compliance requirements at all times.
• Responsible to co-ordinate and manage administrational rota and leave requests.
• To ensure work allocation is completed and requests are completed, such as Home Visits, requests from 111.

Planning and Organisation

• Work with the Deputy Practice Manager and administrational staff to ensure sufficient levels of service to meet the needs of patients.
• Play a lead role, leading by example at all times.
• Effectively organize and plan daily / weekly workload to ensure deadlines are met.

Administrational

• Responsible for providing regular updates around performance of the site across deliverable KPIs to the Deputy Practice Manager
• Working with the Management Team when undertaking new projects
• Responsible for ensuring company policies are followed and accurate records are kept at all times.
• Responsible for providing regular updates to the Management Team around the progress against individual project areas.

Partnership Working

• Work with other members internally and externally to ensure integrated service delivery for patients
• Represent the company in a positive manner at all times
• Work with the Management Team to develop new services and opportunities for patient and service delivery.

Analysis and Data Management

• To monitor, evaluate and manage all service processes and protocols to ensure all staff are familiar and observe them.
• Work with the Management Team to formulate new policies and processes and set-up systems for Implementation.

Information Management

• Have full understanding of front end system and process
• Have a clear understanding of all software and hardware and telephone systems
• Provide direction and support to administrational staff in use of systems
• Produce and monitor site data to ensure targets are met

Governance

• To report significant events as per SPCT procedure
• Work with other teams on improving the quality of service and patient care, in response to local and national policies and initiatives as appropriate
• Support and participate in shared learning across the practice and wider organisation
• Manage, review and identify learning from complaints, incidents and near-miss events relating to the practice, team and self.
• To work within the policies and protocols of SPCT and be familiar with these.

Finance & Managing Resources

• Responsible for managing resources such as stationary and ordering efficiently.

Personal & Professional Development

• Salford Primary Care Together encourages all staff to continually update and develop their skills and knowledge, as this ultimately leads to a more satisfied workforce and therefore better services for our population.
• Taking responsibility for own development with relevant evidence-based knowledge and competence in all aspects of the role to meet clinical governance guidelines for and a Personal Development Plan (PDP).
• Subject to a performance review, including taking responsibility for maintaining a record of own personal and/or professional development.

• Work to deliver the NHS contract requirements related to the practice (including the terms of the Quality and Outcomes Framework and locally enhanced services)

Policies and Procedures

• Comply with all SPCT policies and procedures, identifying improvements where appropriate
• To uphold the confidentiality of all records held by SPCT, whether they are patient records, employee records or management information.
• To work within Calidcott principles and SPCTs information governance policies and protocols

Safeguarding responsibilities

• Safeguarding is everyones responsibility. Employees must at all times have regards for the need to safeguard, inclusive of modern-day Slavery and Human Trafficking and promote the welfare of children and adults at risk in line with legislation. Employees of SPCT must follow all safeguarding policies and procedures and reporting mechanisms to raise safeguarding concerns and keepup to date with safeguarding training as required.

Person Specification

Other

Essential

• Shares and upholds the values of Salford Primary Care Together
• Able to work as part of a team
• Committed to providing patient-centred care
• Flexibility to move around sites and cover early morning and late evening shifts as required.

Desirable

• Clean Driving License/Use of a car

Qualifications

Essential

• Relevant Further Education qualification

Desirable

• Management /Supervisory qualification

Experience

Essential

• 2 or more years leadership experience in a customer focussed environment
• Experience of leading, managing, coaching teams to achieve high standards of customer care
• Experience and knowledge of Microsoft packages
• Experience of working autonomously, taking initiative and managing own workload
• Excellent people management skills
• Excellent communication skills both written and verbal

Desirable

• Previous Clerical or Receptionist experience
• Previous experience in a customer focused busy environment

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.

Employer details

Employer name

Salford Primary Care Together (SPCT)

Address

Little Hulton Health Centre

4 Longshaw Drive

Worsley

Manchester

M28 0BB

United Kingdom

Employer's website

https://salfordprimarycaretogether.co.uk/ (Opens in a new tab)