Finance Officer – Transactional Services

Job overview

Fixed term contract/ secondment opportunity until 30/11/2026

Ensuring suppliers are paid in a prompt manner is a key target for all NHS organisations. The Trust also needs to ensure that it receives payment for all services undertaken in a prompt manner.

The Transactional Services team is a small busy team supporting the Trusts purchase to pay pathway and sales processes. Working as an interface between Trust employees and our outsourced service provider this role covers a wide range of tasks.

The role will interact with the wider finance team (financial services and management accounts) on a regular basis. All of these teams are hardworking supporting the Trust maintain its finance position, undertaking financial reporting and supporting the operational teams of the Trust.

If you are considering applying for this post on a secondment basis, please discuss with your Line Manager prior to applying to ascertain whether this could be supported.

Main duties of the job

The role will include

• Supplier and customer set up
• Data entry for both purchase and sales transactions
• Problem solving
• Liaising with a range of internal and external parties
• Management of purchase and sales ledger
• Maintaining spreadsheets
• Performing reconciliations

A number of these tasks will require to be undertaken on a daily basis, whilst others may be weekly or monthly.

There is a requirement to develop an understanding of the business as this will enable added value when problem solving.

The ability to work to rules which may be continually changing and remember key points is important to being successful in this role.

If you have the drive to be involved in process improvement, working in a proactive manner, educating end users and looking at the root cause of issues this role will offer these opportunities.

This role is not a traditional purchase ledger invoice matching role.

Detailed job description and main responsibilities

• Assist requisitioners / buyers in the resolutions of queries relating to all types of invoices.
• Provide suppliers with information to ensure they are invoicing in the most efficient manner.
• Forward any invoices received direct by the Trust to the service provider at the agree address in a timely fashion.
• Input manual payment requests that cannot be processed via the outsourced financial services provider – primarily payments to individuals.
• Perform statement reconciliations and undertake follow up action including identification of unallocated cash and open credit notes and process to clearance.
• Monitor suppliers set up as cheque and contact them to get electronic payment details.
• Respond to advice regarding users who have not used the out of office functionality to move invoices en-masse
• Assist coders / approvers in the resolutions of queries relating to non PO invoices.
• Assist in the management of the purchase ledger to ensure end users are undertaking their actions in a timely fashion.
• Liaise with suppliers where invoices are submitted without enough information to allow for PO matching or end user approval.
• Ensure suppliers are aware of eInvoicing options and are directed to the service provider website for full details.

Please refer to the Job Description for the full specification of responsibilities and requirements for this post.

Please note that this advertised position, which is part of occupation code 4124 does not meet the UKVI eligibility requirements for a Skilled Worker Visa (this includes if you are already in a sponsored post and looking to change employer). The Trust would not be able to issue a Certificate of Sponsorship for this role.