Main Purpose and Object:
The Finance Officer:
- Works with the finance team on all aspects of the development and effective operation of the finance function
- Completing a range of financial and administrative routines relating to purchasing, sales and banking.
- Undertaking general office, reception and administrative duties as required.
- Specific Duties:
- Operational
- Establish and maintain good relationships with all students, parents/carers, colleagues, suppliers and contractors of the Trust.
- Provide efficient finance and administration assistance to her/his line manager.
- Place orders and enter approved Purchase orders in the accounts system
- Perform credit card reconciliations
- Make bank account entries from ParentPay statements
- Generate Purchase ledger payment runs
- Perform supplier statement reconciliations
- Perform Trips accounting and ordering foreign currency
- Accept deliveries, arranging distribution to departments & ensuring retention of delivery notes for matching
- Raise manual cheques
- Manage the shared finance email Inboxes
- Assist in counting monies received and banking procedures.
- Assist in the setting up and maintaining of finance files and archiving, both electronic and physical.
- Assist with document scanning.
- Liaise with suppliers, customers, contractors, other schools and organisations, budget holders and attend to queries as required by line manager.
- Contribute to the evaluation and development of financial systems and procedures.
- Report technical faults relating to the school database system/s and equipment to the IT Technician/s or software support services in accordance with reporting procedures
Administrative
- Ensure that all administrative duties, checks and documentation are completed to the required level of accuracy including returns and reports.
- Process, input and extract data held on the school’s database systems.
- Maintain both manual and computerised record and filing systems in line with audit requirements
- Deal with correspondence promptly and as required including distribution of invoices received, payment queries, communications received from suppliers and customers, contractors and the bank.
- Answer incoming and internal switchboard calls, dealing with requests and enquiries and taking messages as required.
General
- Assist in school emergencies as required, including locating relevant staff, contacting emergency services and completing necessary documentation.
- Keep abreast of developments and changes in fields relevant to role and communicate to staff as required.
- Comply with policies and procedures relating to child protection, health, safety and security, confidentiality and data protection, reporting all concerns to an appropriate person
- Be aware of and support diversity and ensure equal opportunities for all
- Contribute to the overall ethos / work aims of the School
- Establish constructive relationships and communicate with other agencies / professionals.
- Attend and participate in regular meetings and school events as required
- Participate in training and other learning activities and performance development as required
- Establish and maintain good relationships with all students, parents/carers, colleagues, suppliers and contractors
Selection Criteria:
Essential:
- Studied to a minimum standard of GCSE (grade A*–C) or equivalent, in English and mathematics.
- Experience of working in a busy office environment.
- Previous finance/accounting and administration experience (at least one year).
- Ability to build and form good relationships with colleagues and students.
- Ability to work constructively as part of a team, understanding school roles and responsibilities including own.
- Verbal and written communication skills appropriate to the need to communicate effectively with colleagues, students and suppliers/contractors.
- Good standard of numeracy and literacy skills.
- Ability to proficiently use office computer and finance software including word-processing, spreadsheet, database and internet systems.
- Ability to absorb and understand a wide range of information.
- Ability to maintain accurate records and filing systems.
- Ability to deal with confidential data/issues appropriately.
- Initiative and ability to prioritise one’s own work.
- Able to follow direction and work in collaboration with line manager.
- Able to work flexibly to meet deadlines and respond to unplanned situations.
- Efficient and meticulous in organisation.
- Desire to enhance and develop skills and knowledge through CPD.
Desirable:
- Finance/accounting related qualifications.
- Experience of working in a school or similar establishment
- Working knowledge of PS Financials financial software packages.
Working Pattern and Salary
- Permanent / All year round – 30 Hours per week
£16,615 – £18,346 per annum
- Permanent / Term Time Only + 4 weeks – 30 Hours per week
£15,296 – £16,889 per annum
Job Types: Full-time, Permanent
Pay: £15,296.00-£18,346.00 per year