Job vacancy: Finance Transactions Officer, East Lancashire Hospitals NHS Trust, Preston

Job summary

Main area: Financial Services
Grade: NHS AfC: Band 3
Contract: Permanent
Hours: Full time - 37.5 hours per week
Job ref: 435-1LSC-LT-011-26

Employer: East Lancashire Hospitals NHS Trust
Employer type: NHS
Site: Preston Business Centre
Town: Preston
Salary: £24,937 - £26,598 pa (pending pay award)
Salary period: Yearly
Closing: 16/03/2026 23:59

Finance Transactions Officer

NHS AfC: Band 3

One LSC is a new collaborative partnership shared service formed by the five NHS Trusts serving the Lancashire and South Cumbria population of 1.8 million people. We are a shared service run by the NHS, for the NHS and are hosted by East Lancashire Hospitals NHS Trust on behalf of the partner Trusts of the Lancashire and South Cumbria system.

One LSC stands for ‘One Lancashire and South Cumbria’ and reflects the Lancashire and South Cumbria System ambition to have one team serving Lancashire and South Cumbria in a joined-up way. It is jointly run by the five Trusts as a collaborative partnership.

The Trusts that make up One LSC are:

· Blackpool Teaching Hospitals NHS Foundation Trust

· East Lancashire Hospitals NHS Trust

· Lancashire and South Cumbria NHS Foundation Trust

· Lancashire Teaching Hospitals NHS Foundation Trust

· University Hospitals of Morecambe Bay NHS Foundation Trust

One LSC brings together the Digital, Data and Technology, Estates and Facilities, Finance, People Services and Procurement and Logistics services from each of the provider Trusts to create one central community of professionals. Under one leadership team, they will provide services for and on behalf of all Trusts.

The aim is to bring services more closely together so that we can deliver the best service possible to each of our partner organisations. At the core of One LSC delivery is eliminating duplication, removing unwarranted variation, realisation of the benefits of sharing common systems and processes and ensuring we deliver value for money for our partners, our system and, ultimately, for the communities we serve.

Detailed job description and main responsibilities

Maintenance and Development of the
Payables and Receivables Ledgers

Accounts Payable
• Reviewing invoices appearing in the PO and Non PO
workflows on a daily basis and ensuring invoices and
notifications are routed correctly via the SBS system for
approval
• Performing regular statement reconciliations and liaising with
SBS / suppliers to ensure any appropriate actions are
undertaken to ensure the payables ledger is updated
accordingly.
• Regularly review supplier accounts which are in credit and
work with the supplier to ensure credits are matched against
invoices or a payment is made to clear the account.
• Maintain supplier accounts

Providing advice and assistance to suppliers and trust
managers to investigate and resolve written and telephone
queries, often of a complex and sensitive nature.

Accounts Receivable
• Reviewing credit memo requests and ensuring these are
dealt with in an appropriate time scale by Trust managers
• Maintain supplier accounts.
• Providing regular statements to debtors and chasing debt
where necessary.
• Providing advice and assistance to customers and trust
managers to investigate and resolve written and telephone
queries, often of a complex and sensitive nature.

Financial Planning and Reporting

Assist the FTM & SFTO to manage and deliver the Better
Payment Practice Code target for paying bills within 30 days
of receipt and produce monthly reports on the position.
• Assist the FTM & SFTOs to ensure timely input into trust
cash flow forecast based on regular contract payments and
due dates, both incoming and outgoing.
• Assist the SFTO to produce the aged debt analysis.
• Run and review “housekeeping” reports on a weekly basis
and take appropriate action where invoices to clear any
issues.
• Production of backing documents and working paper to
support the month-end file and the notes to the annual
accounts.
• Assist in the completion of the inter-NHS agreement of
balances exercise, preparing working papers to reconcile
back to the ledger and escalating any issues where
necessary.

Financial Management and Control

Preparation of the weekly submission of the BACs Runs,
RFT payments and cheque runs
• Monitoring of disputed invoices, goods received not invoiced
accruals and taking action to deal with them.
• Work closely with the Financial Advice Team to ensure
creditor accruals are made where appropriate.
• Raising of invoices where required to ensure Trust income is
received.
Excellent care with compassion
• Monitoring of disputed invoices and assistance with clearing
these down to ensure prompt payment by debtors.
• Monitor the SBS workflow systems for both invoices and
credit memos, produce reports on performance and ensure
that authorised signatories are clearing their workflows
according to Trust procedures.
• Review the ledger for duplicate invoice payments and
establish, with SBS, an action plan for recovery.
• Review unallocated cash to ensure correct coding and deal
with any duplicated receipts.
• Work proactively with the procurement team on all aspects
connected to creditor control, identifying issues that require
escalation.
• Work with SBS to ensure an effective credit control function
to ensure all overdue debts are collected, tracking all aged
debt to ensure that overdue debts are chased and escalated
to the SFTO if appropriate.
• Provide support to the Finance Transaction Assistants
where required

Financial Accounting

Ensure all one-off supplier payment requests are correctly
authorised and input correctly into the ledger.
• Ensure payroll payment request are input accurately in to the
ledger by the required deadlines.
• Support the monthly reconciliation process in respect of
relevant creditor control accounts.
• Ensure cash is correctly allocated and process transactions
for accounting purposes.
• Liaise with internal and external audit, act as a point of
contact to provide creditor information and assist with sample
testing.
• Any other duties as directed by the FTM & SFTO
commensurate with grade

Person specification

Qualifications

Essential criteria

5 GCSE’s (Grades A-C) or equivalent including Maths and English Language

Desirable criteria

NVQ Level 3+ AAT or equivalent experience

Knowledge & Experience

Essential criteria

Experience in computerised payables and receivables ledger processes and systems
Working knowledge of the processing of documents relating to goods and services supplied on credit
Experienced in the analysis, investigation and resolution of financial queries and discrepancies.

Desirable criteria

Experience of dealing with a high volume of transactions
Knowledge of NHS financial governance arrangements
An understanding of VAT issues
Experience of working with a Shared Business Partner

Dear Potential Applicant,

It is important you are made aware of the following as regards your application to East Lancashire Hospitals NHS Trust

Please note that the salary advertised is for full time hours. If this post is less than 37.5 hours per week, the salary will be pro-rata. For posts on Agenda for Change pay-scales, new entrants to the NHS will normally commence on the first pay point of the relevant band.
This vacancy may close before the closing date if the recruiting manager deems sufficient applications have been received. Therefore it is advised to complete your application as early as possible to avoid disappointment.
Please ensure you check the email account from which you apply regularly as we will use this to contact you regarding your application.
Please note that shortlisting is completed anonymously with candidates being assessed against the essential criteria for the post. Therefore only applicants, who can clearly demonstrate how they meet our person specification criteria in their application, will be short-listed.

Disclosure and Barring Scheme (DBS)

If the role you are applying for is identified as either controlled or regulated activity as defined in in the Safeguarding vulnerable Groups Act (2006) any offer of employment is provisional upon a satisfactory DBS check being obtained.

The healthcare sector is exempted from the Rehabilitation of Offenders Act 1974.

In line with other NHS organisations in the North West Region, the Trust is now passing the charge for undertaking a DBS check on to candidates in the event they are successfully appointed into the post for which they have applied. Candidates can choose whether to pay this over 1-3 months as a deduction from the monthly salary. However, if you are applying for a post as a BANK worker, the payment must be made in full at the time of employment checks. By applying for this vacancy you are agreeing to this undertaking in the event you are successfully appointed.

The cost of an Enhanced Disclosure will be £55.38 and for a Standard Disclosure will be £27.38.

This cost is not applicable for a Volunteer post

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The Trust is an equal opportunities employer, committed to improving the working lives of our staff and operates a 'Zero Tolerance' policy to aggression, violence, bullying and harassment. In addition, our aim is to help protect children and vulnerable adults by providing a first-class service to the recruitment of people into positions of trust.

We aim to employ a workforce that reflects the diverse communities we serve.

We welcome applications from everyone irrespective of ethnic origin, gender, age, gender identity, sexual orientation, religion, marital status, disability or social background.

We especially welcome applications from members of our black, Asian and minority ethnic (BAME) communities, as we have identified that ELHT has an under-representation of BAME employees. Appointments will be made on merit.

Applicants who have a disability and meet the essential criteria for the job will be interviewed if you indicate you wish to be considered under the Guaranteed Interview Scheme.

If you require a reasonable adjustment at any stage of the recruitment process please make the recruitment services team aware as soon as possible. By telephone 01254 732075 or email [email protected] or write to Employment Services, Parkview Offices, Haslingden Road, Blackburn, BB2 3HH

Thanks for taking the time to view this advert; we look forward to receiving your application.

Please be aware that this vacancy may close earlier than the published date if sufficient applications are received. It is, therefore, recommended that you apply as soon as you can.

We will contact you by e-mail to update you on the progress of your application, so please check the e-mail account that you applied from regularly (including spam/junk).

The Trust is an equal opportunities employer, is committed to improving the working lives of its colleagues and operates a 'Zero Tolerance' policy on aggression, violence, bullying and harassment.

As a recruitment service, our aim is to help protect children and vulnerable adults by providing a first-class service in recruiting people into positions of trust.

It is important to us that we employ a workforce that reflects the diverse communities we serve. We welcome applications from everyone - irrespective of ethnic origin, gender, age, gender identity, sexual orientation, religion, marital status, disability or social background.

We especially welcome applications from members of our black, Asian and minority ethnic (BAME) communities, as we have identified that as an employer we are under-representation of BAME employees. Appointments will be made on merit.

We recognise that the recruitment process may present barriers for some and you may need personal adjustments to enable you to participate in our recruitment process. Please make contact with the recruitment team at the earliest opportunity to ensure that measures can be put in place to enable you to apply for this post.

Use of Artificial Intelligence (AI) when writing job applications

If you choose to use AI or other tools to assist in writing your application, it's essential to personalise this information, particularly your supporting information section. While AI can help streamline the writing process, these tools cannot fully grasp the context or requirements of the job you’re applying for. There is also a risk that it can generate false or misleading information.

AI-generated job applications can often be generic, impersonal and may not accurately reflect your qualifications, knowledge, skills, and experiences. It is crucial that you personalise your supporting statement by articulating these in your unique voice. Relying solely on AI to write your application or supporting information section is not advocated by East Lancashire Hospitals NHS Trust and could negatively impact on your chances of success in the application process.

We have added a disclaimer to our application process advising that the use of AI is monitored and if applicants have used it then they are required to declare this.

Supporting Information

The supporting information section is an opportunity for you to showcase how your qualifications, knowledge, skills and experience align with the requirements and criteria outlined in the job description and person specification.

Recruiting managers score applications based on the criteria listed in the person specification. They will be looking for evidence of how you meet these criteria. To increase your chances of securing an interview, please provide examples of how you have applied your skills and knowledge in real-life situations. Share work-related successes and challenges you have navigated that align with the criteria. These could be from various aspects of your life, including work, education, and personal experiences.

Consider structuring your supporting information section with clear headings or bullet points. This approach will help both you and the recruiting manager navigate through your application more effectively.

Young People

Please note: a young person must be in part-time education or training until they’re 18. If you are under 18 we are unable to employ you on a full time basis, unless it is in an apprenticeship role.

Disclosure and Barring Service checks

If the role you’ve applied for requires a Disclosure and Barring Services (DBS) check we will administer this on your behalf and the cost will be recovered from your salary, either as a one-off payment, or over 3 months. The level of check required depends on the role that you have been offered. Currently the charges are - Basic DBS check £26.40, Standard DBS check £26.40, Enhanced DBS check £54.40 and Enhanced DBS check with Barred List(s) £54.40. You should be aware that if you are successful in obtaining a position that requires a DBS check but later withdraw your application, you may be required to reimburse the cost of the DBS check. DBS checks remain free of charge for volunteer positions. The DBS Code of Practice can be accessed here.

In line with guidance from United Kingdom Health Security Agency, all staff and volunteers are required to comply with Trust Infection Prevention and Control processes in relation to safe working.

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We look forward to hearing from you soon!