Finance Officer – Wallingford

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


  • 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.


  • 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:

  • 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.


  • 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