Finance Assistant - Hereford, United Kingdom - Lord Scudamore Academy, Hereford

Lord Scudamore Academy, Hereford

Verified Company

Hereford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Information:

Job Title:

Grade:
Fianance Assistant HMFA 5

Responsible to:
Headteacher, Business & Finance Director and Finance Managers

Responsible for:
The day to day management and operation of the Academy accounting system

Functional links with:
Head Teacher/Governors/Business & Finance Director and Finance Managers

Main Purpose of Job:

The day to day management and operation of the Academy accounting system.

To support the Business & Finance Director and Finance Managers in all aspects of financial reporting, forecasting and regulatory requirements.

Main Responsibilities / Accountabilities:

Assist the Finance department with monitoring the school budgets. To investigate anomalies/overspends and underspends and advise fund holders of balances, and corrective action that they might take.
Assist with the preparation of yearend company accounts, prepare working sheets, identify accruals and prepayments, process journals, report on specific grant income/expenditure.
To provide financial information as requested to finance dept colleagues and Senior Leadership staff
To carry out budget planning and projection activities, as necessary.
To process purchase orders, purchase invoices and pass this forward for signature/payment in accordance with established procedures.
Prepare BACS payments as requested for further approval
To process payroll journals and investigate salary anomalies.
Reconciliation of bank accounts, control accounts and database systems.
Raise sales invoices and keep records of chargeable costs/services.
To maintain and monitor voluntary fund accounts; banking, transfers, reconciliations and yearend procedures.
To proactively examine ways in which income can be generated for the school, or expenditure reduced by sourcing best value goods and services, and discuss these with the Business & Finance Director.
To undertake the administration of school lettings (if applicable), including investigating ways of increasing income further, if required.
Process credit card purchases, ensuring staff are compliant with policy and keep records of credit card expenditure.
Preparation of VAT returns and other data collection tasks.
To be responsible for the safe transport of monies to the designated bank, or other establishment, as required.
To assist with information required to submit bids (for funding, school status etc.) using contributions from teachers and others.
To undertake any necessary financial work as listed above on behalf of the subsidiary company.

Job Activities:

To be responsible for ensuring finance policies are reviewed regularly and internal control systems are robust and up to date with changes in legislation.
To file documents.
To ensure that the finance post is opened and distributed at the start of the school day, and outgoing post is dispatched.
To answer the telephone and, wherever possible, deal with the enquiry. Taking messages or passing on to other members of staff, as required.
To act as personal assistant to the Business & Finance Director, and assisting with relevant matters.
To take minutes of meetings if requested and arrange for their distribution.

Other information:
Disclosure type: enhanced

Note:
_This Job Description covers the main duties and responsibilities of the job. Other activities commensurate with this Job Description may from time to time be undertaken by the Job Holder._

Date Person Specification reviewed:
March 2023

Line Manager Name:

Line Manager Signature:

Date:

Person Specification

Job Title:

Grade:
Finance Assistant HC5

Experience:

Experience of ordering and invoicing and monitoring a budget in excess of £20,000
Experience of dealing with external agencies
Experience of working in a financial setting

Skills and Abilities:

Good written and oral communication
Ability to work with a wide range of people including pupils, parents, teachers and governors.
Computer literate in the relevant software - Word Excel and experience of a financial accounting software such as Xero
Ability to work to deadlines
Attention to detail
Able to work largely on one's own initiative
Good customer care skills

Qualifications and
Training:

Educated to A-level standard or equivalent
Evidence of continuing professional development relating to finance
Working towards AAT or other relevant financial qualification

Date Person Specification reviewed:
March 2023

Line Manager Name:

Line Manager Signature:

Date:
*Method of Assessment: AF = Application Form; I = Interview; R = References

Job Type:
Permanent

Salary:
£9,922.00-£10,865.00 per year

Benefits: