Trust Finance Assistant - Warrington, United Kingdom - Warrington Borough Council

Tom O´Connor

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Tom O´Connor

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Description
The Beam Trust


About us:


The Beam Education Trust is a Multi-Academy Trusts consisting of 3 primary schools and 1 infant and nursery school in and around the Lymm area of Cheshire.

We celebrate individuality and work collaboratively to achieve educational excellence.


Primary objectives:

To provide day-to-day support across the Central Finance team, supporting the smooth running of the Beam Trust.


Primary responsibilities:
Finance


To input purchase ledger transactions on behalf of schools across the Trust, comprising of:

  • Purchase Orders
  • Purchase Invoices
  • Sales invoices
  • Multipay Card Transactions
  • Staff Reimbursements
  • Support schoolbased finance staff as and when required.

The administration of the wraparound provision at the Schools when required including:

  • Dealing with booking enquiries
  • Raising invoices to parents
  • Monitoring the Child Care Voucher payments
  • Chasing overdue payments
  • To record income onto the Trust's Financial Management System from Parent Pay
  • To work with the Trust's Financial Policy and Procedures Manual ensuring compliance with the Academy Trust Handbook at all times.
  • Support the Trust Business Manager and Chief Financial Officer with any other tasks as and when may be required to ensure the smooth running of the Central Finance team
  • Support office teams if required.

Qualifications & Training:


  • GCSE in English & Mathematics (Grade C or above)
  • NVQ Level 3 or equivalent
  • Further academic qualifications
  • Knowledge of a school finance system

Experience:


  • Able to use finance and software packages
  • Experience of processing orders/invoices
  • Proficient in using Google Drive, Microsoft Office Word/Excel
  • Experience of working in a school office.
  • Experience of working in a business

Skills:


  • Excellent standard of written and spoken English, Maths & ICT
  • Good communication and interpersonal skills at all levels
  • Creative and proactive use of time both for self and others
  • Proven efficiency, accuracy and effectiveness.
  • Excellent word processing skills
  • Experience in liaising with outside agencies

Knowledge:


  • Good working knowledge of school office functions
  • Attributes Evidence of working effectively as part of a team
  • Positive attitude and sense of humour
  • Able to represent the school positively, friendly and helpful to all visitors and parents
  • Ability to work independently and to a high standard, maintaining confidentiality at all times
  • Flexible attitude towards duties and others
  • Contribute to wider aspects of school life
  • Evidence of selfmotivation in career or personal interests

Equal Opportunities:

A commitment to policies regarding equal opportunities, special educational needs and multicultural education.


Key Information:

22 hrs Term Time +2 weeks (at least one week during summer holidays. Initially 3 days per week. Moving to full time 2024


Reporting to:
Trust Business Manager


Location:
Based at Statham Primary School

Some travel may also be required across the Trust's Schools.


How to apply:

The Beam Trust website

Oughtrington Primary School website

Statham Primary School Website

Ravenbank Primary School website

Thelwall Infants School website

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