The Finance Lead post at Northdown & Dashwood Surgery, a two-site GP practice in Kent, reports to the Head of Practice as part of a new leadership team. The role runs the books in Xero, payroll and NHS pension administration, income reconciliation and monthly management reports. It stands out for a lost income review of past payments and a chart of accounts that tracks costs by site. Fit rests on expert Xero skills, payroll experience and NHS pension knowledge.
What the job involves
- Design, build and manage the chart of accounts in Xero, tracking costs and income by site and cost centre
- Keep the books accurate, with bank reconciled at least weekly, purchase orders, supplier invoices and payments
- Run monthly payroll, including PAYE, National Insurance and deductions, from HR's starter and leaver notices
- Manage NHS Pension Scheme administration for staff, salaried GPs and partners through PCSE, including year-end pension certificates
- Reconcile the monthly GP payment statement, drug and vaccine reimbursements, PCN income and private fees
- Lead a lost income review across every income stream, setting out amounts, time limits and recovery effort
- Check the QOF claims schedule against approved claims in CQRS and report missing or short payments
- Produce weekly finance reports and monthly management accounts, with budget variances and cash flow forecasts
- Produce quarterly reforecasts and benchmarking against comparable practices, and the yearly budget by site
- Manage debtors and creditors, credit control, petty cash and the contract register, alerting the Head of Practice before renewal dates
- Own payroll, purchasing, petty cash and anti-fraud procedures, and keep a trained deputy able to run payroll and payments
- Prepare complete, reconciled records for the accountants at year end, with Partners' tax and pension information
What's required
Qualifications
- AAT Level 3, or equivalent bookkeeping experience
Skills & knowledge
- Expert, hands-on Xero user, including chart of accounts design, tracking categories, budgets and custom reporting
- Experience running a full set of books, including bank reconciliation, supplier payments and credit control
- Experience running payroll, including PAYE
- Working knowledge of NHS Pension Scheme employer administration in general practice
- Experience producing management accounts and cost centre and budget reports that non-accountants can understand, with commentary
Other
- Willingness to learn general practice finance quickly
- Accurate, organised, discreet and trustworthy
- Integrity and a calm approach to deadlines
Nice to have
- AAT Level 4 or above
- Xero Advisor certification
- Experience migrating or restructuring a chart of accounts, including historical data
- Experience preparing Partners' year-end pension certificates
- Cash flow forecasting and reforecasting
- Experience benchmarking GP practice finances
- Knowledge of GP income streams, the partnership model and CQRS, plus reconciling GP payment statements and drug reimbursements
- Experience of income recovery reviews
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Contact Details:
The Methodist Church in Britain Recruitment Team
