Accounts Officer (GP Practcie)

We are seeking an experienced Account Officer to join our team. Experience in GP Practice is mandatory. The ideal candidate will be responsible for managing financial transactions, preparing financial reports, and ensuring compliance with accounting procedures. This role offers an opportunity to work in a dynamic environment and contribute to the financial health of the organisation,

• Process accounts payable and receivable transactions


• Maintain accurate financial records using accounting software such as IRIS and Xero, We have an opportunity for an experienced Accounts Officer to join our team and report to the Business Manager., The role is primarily to maximise income generation for the practice. The successful candidate will have experience in accounting software systems (IRIS GP Accounts). Other duties include managing and reconciling bank accounts, finance administration, completing claims, budgets and forecasting, managing invoices, and complying with finance regulations and legislation.


The ability to work independently, accurately and be well organised are all essential criteria. The preferred candidate will have excellent communication skills, be a team player and ideally have worked in general practice or a healthcare setting previously.

Core Responsibilities

Financial Management

• Monitor monthly income to ensure correct payments are received


• Maximise income and minimise expenditure


• Deal with invoices in and out


• Manage finance and accounts administration


• Bank practice income and reconcile statements


• Process income and expenditure via IRIS GP Accounts


• Cash-flow monitoring


• Prepare budget forecasts / costings


• Oversee Partner drawings


• Liaise with the Practice Accountant and provide end-of-year information, as requested


• Reconcile bank accounts; liaise with the Practice bankers


• Handle and record all cash, cheques and petty cash


• Ensure systems are in place for invoicing private work


• Payments to locum GPs


• Liaison with PCN finance


• Submit claims for reimbursement where appropriate (ex. premises claims)


• Follow up on any bad debts


• Collate and provide information as requested to support financial planning


• Liaise with Primary Care Support England (PCSE) with GP Superannuation queries


• Manage practice budgets and seek to maximise income


• Through negotiation with the ICB/NHS England and in preparation and submission of regular data submissions, ensure the Practice receives an appropriate and equitable allocation of resources


• Understand and report on the financial implications of contract and legislation changes


• Manage Practice accounts; submit year-end figures promptly and liaise with the Practice accountant


• Monitor cash-flow, prepare monthly forecasts/budgets/reports to the Business Manager and Partners


• Monitor and reconcile income and expenditure statements


• Manage partners drawings


• Manage and monitor PAYE for Practice staff and maintain appropriate records


• Submit quarterly drug care data and information.


• Support the Business Manager with specific data requests, To ensure a high standard of practice and care at all times:


• Ensure high levels of attention to detail and accuracy with regard to completion of all necessary documentation associated with the role


• Maintain effective liaison with other staff and/or agencies concerned with financial management and with all other disciplines within the practice, with appropriate regard to confidentiality


• Work cooperatively within teams and respect the skills, expertise and contributions of your colleagues


• Implement effective communication and co-operation between doctors, staff and other members of the Primary Healthcare Team


• Collection of data, preparation of reports and undertaking research as required


• Efficient use and progressive development of IT to maximise its potential and support in practice activity


• Ensure the rules of GDPR, Caldicott, Freedom of Information Act and those issued by the NHS and CCG are understood and fully implemented


• Support in the planning and coordination of practice targets including work streams such as Quality and Outcomes Framework (QOF); Enhanced Services; Care Quality Commission (CQC) etc


In addition, we would expect that:

• You keep your skills and knowledge up to date by taking part in appropriate learning activities that maintain and develop your competence and performance


• You demonstrate a personal and professional commitment to equality and diversity


This job description sets out the duties which this role normally entails. The job holder should understand that the job title and job description may be amended by the employer,and that he/she may be called upon to carry out additional or other duties as may reasonably be required by the Practice. The nature of our business means that the job holder must be flexible in his/her approach to the work, in order, to provide service to patients.

Job Types: Part-time, Temp to perm

Pay: From £20.00 per hour

Expected hours: 6 - 16 per week


• Professionally qualified bookkeeper or accountant (ACA, AAT, CIMA etc).


• Experienced Accounts Officer (at least 3 years).


• Experience in accounts payable within the Healthcare General Practice sector.


• Experience in IRIS GP Accounts, Xero and Excel., Accounting and bookkeeping: 3 years (required)


• General Practice: 3 years (required)