Finance Administrator
Job Description
Job summary
Finance Administrator, reporting to Finance Assistant.
10-15 hours per week with a view to future development.
The Finance Administrator will be highly organised, numerically driven, detail-oriented and have a good background in finance. They will play a crucial role in managing financial records, ensuring accurate data entry. The post holder will be proficient in Xero accounting software and have a strong understanding of financial processes. They will be able to produce account reports as required by the business and assist in budgeting.
Main duties of the job
Main responsibilities:
- Maintain and update financial records using Xero
- Perform data entry tasks with a high level of accuracy and attention to detail
- Manage and maintain Xero account package
- Manage accounts receivable and payable in a timely manner, ensuring unpaid invoices are chased up
- Maintain reports on financial metrics including monthly and quarterly reports
- Report on financial projections (e.g. liquidity and cash flow)
- Prepare monthly, quarterly reports, and assisting the Accountant, Business Development Manager and Finance Partner in preparing cashflow forecasts and budgeting
- Bank statement reconciliation
- Banking
- Make claims to PCN, ICB, GP Federation and other stakeholders
- Keep records of invoices and tax payments
- Proactively chase up debtors
- Manage the practices liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Payroll Admin including staff salaries, banking, PAYE and pensions payments, SD55 termination, annual update
- Liaison with accountant and assist in preparation of annual year end accounts reports
- Assist in preparing financial reports and documentation for audits.
- Any other associated finance and accounting tasks
About us
Greystone House Surgery is a modern friendly Practice in Redhill representing one of the three sites which make up The House Partnership between Greystone House Surgery, Caterham Valley Medical Practice and The Moat House Surgery.
This role is basedat Greystone House Surgery, 99 Station Road, Redhill, RH1 1EB. Cross-site working between the Merstham and Caterham sites may occasionally be required.
We are a forward thinking, well organized training practice with a high reputation for quality and standards. We encourage and support the personal development of all our staff and are keen to ensure the right person joins our friendly team.
Fourteen Partners across three sites (5 in Redhill)
Purpose built practice
GMS, 16,000 patients (39,000 across the three site Partnership)
Nurse Practitioners and Clinical Pharmacists
Training Practice for Registrars, Foundation Yr 2 GPs, Physician Associates, Medical students & Nurses
EMIS Web
Consistently high QOF achievement
Involvement with East Surrey Federation
Job responsibilities
Responsibilities
- Create and update spreadsheets of daily transactions
- Manage accounts receivable and payable
- Review and process reimbursements
- Prepare budgets
- Maintain reports on financial metrics, including investments, return on assets and growth rates
- Keep records of invoices and tax payments
- Manage company's liabilities (e.g. insurance premium)
- Identify and address account discrepancies
- Participate in payroll processes
- Report on financial projections (e.g. liquidity and cash flow)
Requirements and skills
- Proven work experience as a Finance Administrator, Finance Assistant or similar role
- Hands-on experience with accounting software, like Xero
- Advanced knowledge of MS Excel (creating spreadsheets and charts and using financial Excel functions)
- Good understanding of bookkeeping procedures
- Time-management and organisation skills
- Confidentiality
Person Specification
Qualifications
Essential
- Grade C or above in GCSE English and Maths
- Diploma of Higher Education
- Finance or accountancy qualification
Desirable
- Further professional development
- Disclosure and Barring Service Check
DBS Check
Essential
- 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.
Experience
Essential
- Finance or accounting knowledge and experience
- Understanding of financial regulations and internal control procedures
- Intermediate Excel skills
- Experience using financial software
- Attention to detail and accuracy in financial record keeping
- Ability to maintain confidentiality and handle sensitive information with integrity
Desirable
- Experience in General Practice
- Understanding of General Practice Finance
- Experience in Xero
- Ability to work autonomously and as part of a wider team
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.
Certificate of Sponsorship
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
Employer details
Employer name
The House Partnership
Address
Greystone House Practice
99 Station Road
Redhill
RH1 1EB
