Finance Officer

Lincolnshire And District Medical Services (LADMS)

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 and work on your own initiative, providing feedback and solutions to issues, as well as writing 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 and Systm1. Having worked within the NHS/Health Care/GP Practice environment would be desirable, although not essential.

Main duties of the job

1. Maintain accurate transaction records
2. Review, approve, and process invoices/timesheets and prepare financial statements
3. Reconcile banking and conduct financial audits
4. Prepare budgets
5. Review the business’s financial policies
6. Ensure all legal requirements are met
7. Payroll production
8. Be a point of contact for various stakeholders such as suppliers, accountants, and employees
9. File for the accountants, including tax returns, Companies House, HMRC, and end-of-year financial reports
10. Complete any ad hoc duties as requested by the senior management team

About us

LADMS is a professional team aimed at providing the best and most effective care for patient services, contracted by various support services within the NHS. We pride ourselves on delivering a high standard of administrative and medical patient-centered services within the Lincolnshire region.

Job responsibilities

1. Monitor and manage systems including Xero and SystmOne
2. Provide budgets for multiple services run by the company
3. Be responsible for making/authorizing bank payments in a timely manner, twice a month as a minimum
4. File for the accountants, including tax returns, Companies House, HMRC
5. Input authorized timesheets and notes into payroll spreadsheets, as instructed by the Operations Manager
6. Create invoices accordingly, as well as when requested
7. Be a point of contact for accountants
8. Assist with gathering statistics and information when required
9. Establish and maintain filing and administrative systems so that written or electronic information is easily accessible and secure
10. Be a point of contact for shareholders, as well as monitoring selling/buying back shares
11. Monitor NHS Pensions schemes

Person Specification

Skills and Knowledge

• Maths and problem-solving skills
• Advanced Microsoft Office skills
• Solid knowledge of accounting and financial procedures
• Knowledge of financial regulations and laws
• Proven work experience as a Finance Officer or similar role
• Experience using financial software such as Xero
• Excellent analytical and numerical skills
• Strong ethics, with an ability to manage confidential data

Qualifications

• A Degree in Finance, Accounting, or Business Studies
• 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

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 name

Lincolnshire And District Medical Services (LADMS)

£28,500 to £33,000 a year, dependent on experience