Finance Assistant

Finance Assistant

The closing date is 22 February 2026

The finance assistant will provide day-to-day financial and administrative support to ensure the efficient running of financial operations across Morecambe Bay Primary Care Collaborative, the Primary Care Networks (PCNs) and the Lancashire & South Cumbria Training Hub. Working under the guidance of the Senior Finance Officer, the postholder will assist in processing invoices, payments, reconciliations, and financial reporting, helping to maintain accurate records and ensure compliance with financial procedures and funding requirements.

• Receive, review, and input invoices and transactions into Xero accurately and promptly, ensuring documentation is complete and queries are referred appropriately.
• Assist in preparing and processing weekly payment runs via Bankline.
• Maintain up-to-date and accurate supplier and customer records in Xero.
• Manage shared finance mailboxes, ensuring timely responses and appropriate escalation of finance-related queries.
• Assist with the reconciliation of bank transactions, ensuring accurate coding and supporting documentation.
• Support the reconciliation of payroll journals and project journals.
• Help to monitor and record financial transactions for multiple PCNs and ETH projects.
• Support the administration of financial processes for ETH projects and PCN funding streams.

Morecambe Bay Primary Care Collaborative is the largest employer of Primary Care colleagues in South Cumbria, we are a not-for-profit Community Interest Company, and work to support, guide and underpin primary medical care across Lancashire and South Cumbria.

We deeply value education and learning, hosting the Lancashire and South Cumbria Training Hub. We have a great team on our board that guide our organisation, and you will be supported to excel in your role.

Financial Processing and Administration

• Receive, review, and input invoices and transactions into Xero accurately and promptly, ensuring documentation is complete and queries are referred appropriately.
• Assist in preparing and processing weekly payment runs via Bankline.
• Maintain up-to-date and accurate supplier and customer records in Xero.
• Manage shared finance mailboxes, ensuring timely responses and appropriate escalation of finance-related queries.
• Assist with the reconciliation of bank transactions, ensuring accurate coding and supporting documentation.
• Support the reconciliation of payroll journals and project journals.
• Help to monitor and record financial transactions for multiple PCNs and ETH projects.
• Support the administration of financial processes for ETH projects and PCN funding streams.

The post holder will also support an internal department of MBPCC with enhanced financial support:

• Administrating the financial payment system for all projects within the Enhanced Training Hub.
• Managing payment systems for placements and reconciling information and invoicing funding organisations for placement payments
• Raising invoices to funding organisations for a changing portfolio of projects
• Reconciling payments made to and from ETH
• Working with Finance Lead/ETH Lead to develop financial reporting and monitoring systems in Xero for the ETH and associated projects.
• Support the Finance Lead/ETH Lead with financial report submissions/project budget management

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately in the performance of the duties outlined in this job description, the post-holder may have access to confidential information relating to patients and their carers, employees and other healthcare workers.

They may also have access to information relating to the business as an organisation. All such information from any source is to be regarded as strictly confidential. Information relating to patients, carers, colleagues, other health care workers or the business of the Federation may only be divulged to authorised persons in…