Finance Officer

We are working with a local Schools Trust who are looking for a Finance Officer to join their expaning team on a temporary to permanent basis. This is a hybrid role.

Role Summary: To undertake specific operational finance tasks to support to ensure the efficient and effective use of the school’s budget, ensuring compliance with the Trust Financial Handbook and Trust policies.

To be able to advise school staff on process so that all financial transactions are compliant, accurate and timely.

Key Accountabilities:

• To gain a detailed understanding of the Access finance software to deliver the following; processing of purchase requisitions, raising of Purchase Orders, receiving, and matching invoices, GRN process - considering relevant authorisation and financial limits.
• Managing the departmental mailbox to ensure all queries are dealt with quickly and sensitively.
• On a regular and timely basis undertake the following tasks:

o Checking coding, placing orders, invoicing, preparation of weekly BACS payment runs.

o Receiving and recording income

o Utilising the ParentPay system, to facilitate reporting to teachers, processing refunds, and answering queries.

o Reconciliation of financial systems used in school e.g., ParentPay, petty cash, equals cards etc.

o Managing any queries from staff or suppliers

o Scanning to the system of all relevant financial documentation, i.e., quotes, invoices

• To work with the cluster Finance Manager to create and upload payment files for the weekly payment runs, ensuring full sign off and compliance.

Supervision & management: None

Resources responsibility: Responsible for the maintenance and updating of financial records. Provides factual advice and guidance on the schools’ financial procedures.