Job Summary To support the finance team and finance executive in the management and coordination of all aspects of practice finan.....
Job Summary To support the finance team and finance executive in the management and coordination of all aspects of practice finances. To be the first point of call for ordering queries. Processing and troubleshooting various accounts and transactions. Optimising efficiency and financial performance. Ensuring the practice achieves its long-term strategic objectives. Assisting the finance executive to ensure the practice operates in a profitable and cost-effective manner, in keeping with the financial aspirations of the partners. Main location of work will be Manor Practice, Southwick, but will need to travel between all sites of Adur Health Partnership. Primary Responsibilities Assisting with month and year end accounts Assist the finance executive with projects as they are required Managing practice finances, maximising income and reducing expenditure Ensuring any claims are made in a timely manner Xero bank reconciliation each week Maintaining accurate financial information by inputting financial data onto Xero Reviewing and reconciling expenditure and authorised invoices. Identifying any inaccuracies and rectifying such issues Reviewing and reconciling income statements, identifying any inaccuracies and rectifying such issues Maintain petty cash system, including ensuring float at each site and reconciliation Paying authorised invoices which are received within the given time frame. Raising invoices as per SLAs Credit control and ensuring income is received within the given time frame. Working with contractors, patients and staff Ensure records and spreadsheets are kept up to date and updated when changes occur Ensure indemnity insurance cover is correct for all GPs working for Adur Health Partnership Processing cheques and cash received into the practice Recording payments across multiple sites Reviewing supplier statements and obtaining quotes Stock control (stationery, refreshments, supplies) Tracking changes in claims, income and expenses The above are the core responsibilities of the Finance Assistant. There may be differences in the day to day roles within the team. There will be, at times, a requirement to carry out other tasks. This will be dependent upon factors such as workload and staffing levels. Secondary Responsibilities In addition to the primary responsibilities, the Finance Assistant will be requested to: a) Assist the Finance Team with duties as required. b) Flexibility to work and travel between sites.
