Primary key responsibilities The following are the core responsibilities of the Finance Assistant. There may be, on occasion, a requirement to carry out other tasks. This will be dependent upon factors such as workload and staffing levels: a. Review all income and expenditure statements, identifying any inaccuracies and rectifying such issues, informing management as required b.
Ensure invoices are paid within the given time frame c. Maintain an effective system for the handling of petty cash and cheques d. Responsible for ensuring appropriate ledger coding e. Ensure the presentation of monthly financial reports is of a high standard f.
Provide data for the monthly financial reports g. Ensure that effective financial controls are in place and processes are adhered to h. Understand and brief the Practice Director on financial implications i. Maintain an effective working relationship with partners, other staff and suppliers Secondary responsibilities In addition to the primary responsibilities, the Finance Assistant may be requested to: a.
Deputise for finance for the Practice director in their absence b. Act as a point of contact for finance-related matters with NHSE, the ICB and the organisations accountant c. Attend and actively participate in practice management meetings d. Attend any external meetings pertinent to the role of Finance Assistant