Business and Finance Manager

Job summary

Due to the retirement of our current Business Manager in August, we have an exciting opportunity for an experienced, positive and proactive Business Manager to join our Outstanding rated Practice.

You will join a well-established Management Structure consisting of a HR Manager, Practice Manager, and Estates Manager, supported by the Partners and an excellent team of clinical and administrative Managers and staff.

Main duties of the job

You will have responsibility for the financial performance of the Practice and the Larwood & Bawtry PCN, driving efficiencies, maximising income and minimising expenditure, ensuring that the Practice meets its long term strategic and financial objectives and remains viable and profitable. You will act as an effective ambassador to the Commissioners and external bodies and will have line manager responsibility for:

• The Finance Team
• Estates Manager
• HR Manager
• Digital & Transformation Lead
• Practice Administrator
• The Medical Records Team Leader (although this team may move in the future)

You will also have some shared line manager responsibilities with the Practice Manager for other key members of the team.

About us

Larwood Health Partnership is a GP Practice in Worksop based over 4 sites and is rated CQC 'Outstanding'.

What we offer:

• Comprehensive training with our current Business Manager as well as other members of the team
• The NHS pension scheme and 27 days of annual leave, plus bank holidays (increasing with service, plus previous continuous NHS Service will be recognised).
• Company sick pay scheme
• Membership of the Westfield Health Scheme after passing the probation period.
• A free car park!

Job description

Job responsibilities

1. Explore funding opportunities/bidding opportunities for new services and collaborative working opportunities
2. Understand and report on the financial implications of contract and legislation changes
3. Be a point of contact for the Practice Accountant. Manage Practice accounts; submit year-end figures promptly and liaise with the Practice accountant
4. Monitor cash-flow, prepare regular forecasts, reports and budget statements to the Partners
5. Monitor and oversee the reconciliation of bank accounts; negotiate/liaise with the Practice Banker and Accountants
6. Monitor and oversee the reconciliation of income and expenditure statements and purchase/sales ledger transactions
7. Ensure invoices are paid within the given timeframe, delegating this task to the finance team where appropriate
8. Ensure Partners parity share ratios are kept up to date
9. Manage Partners drawings and profit shares according to their parity share ratios
10. Monitor records and ensure appropriate submission of Estimate of Pensionable Profits, Partners Type I certificates and support the preparation and submission of salaried GP Type II certificates submitting information to PCSE as required
11. Ensure PCSE records are up to date and changes are effectively actioned and liaise with them to effect any changes needed e.g. performers list starters, leavers, pension queries
12. Have overall responsibility of the payroll function for the Practice, overseeing PAYE for Practice staff, the maintenance of appropriate records, ensuring HMRC requirements are met
13. Work closely with the HR Manager to set rates of pay, ensuring affordability, statutory compliance and competitiveness
14. Responsibility for setting staff budgets, monitoring and creating quarterly reports to present to the Partners
15. Set training budgets, monitoring and approving staff training costs where necessary
16. Manage contributions to the Practice pension scheme(s), overseeing this in relation to Staff
17. Oversee the monitoring of PPA income and ensure stock purchases are cost effective
18. Manage and monitor PCN income liaising with Partner Practices as necessary and ensuring year-end balance sheet is produced for accounting purposes
19. Implement, support and monitor performance and income of any additional services the Practice or PCN are tendered to deliver e.g. WIT
20. Oversee appropriate systems for handling and recording of cash, cheques, card payments and petty cash
21. Manage and maximise claims for reimbursement schemes available to the Practice, e.g. staffing, apprenticeship schemes, locum reimbursement schemes and insurance claims
22. Manage ARRS (Additional Roles Reimbursement Scheme) budget, ensuring monthly claims are submitted, and provide regular updates to the Partners
23. Maintain the risk register in relation to financial matters which could affect the operation and financial status of the Practice
24. Manage Finance KPIs developing quarterly reports for the Management Team and Partners
25. Monitor income generated by the Patient Data Team, ensure that it is recovered in a timely manner and that patient fees are appropriate
26. Maintain the HMRC DAS Account as appropriate in relation to apprenticeships within the workforce, seeking to obtain funding if appropriate
27. Liaise with the appropriate education bodies regarding placements in the Practice, ensuring invoices are raised and income received is as expected
28. Authorise maintenance and purchase of any Practice equipment
29. Maintain and monitor Practice payment transactions in line with Payment Card Industry Data Security Standards (PCIDSS) and ensure compliance and Practice policy is kept up to date
30. Liaising with external bodies such as solicitors/accountants for matters relating to declaration of trust/partnership deed/land purchases/property transactions
31. Ensure building/lease contracts are reviewed appropriately and liaise between landlords, tenants and legal bodies e.g. NHSPS/Pharmacy Tenancy
32. Liaise with NHS England, the Practice Surveyor and the District Valuers Office regarding notional rent payments and reviews, ensuring Practice premises valuations are undertaken when required
33. Attend Estates Strategy Meetings where necessary

Person Specification

Qualifications

Essential

• Business Qualification
• Excellent standard of education with excellent literacy and numeracy skills

Desirable

• Accounting Qualification
• Healthcare Management or Leadership Qualification

Experience

Essential

• Experience of managing accounting procedures including budget and cash flow forecasting
• Experience of maintaining financial information systems
• Experience of strategic planning
• Experience of workforce planning, forecasting and development
• Experience of successfully developing and implementing projects
• Experience of using an Accounting Package
• Experience of Bid writing
• Experience of performance management including appraisal writing, staff development and disciplinary procedures
• Experience of chairing and leading meetings, producing agendas and minutes

Desirable

• Primary Care/General Practice experience
• Experience of primary care/running costs for NHS organisations
• Knowledge of how General Practice and PCNs are funded
• Experience of Sage payroll package

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

Larwood Health Partnership
Address

56 Larwood Avenue

Worksop

Nottinghamshire

S81 0HH

Employer's website