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    Trust Finance Officer - United Kingdom - School Improvement Liverpool

    School Improvement Liverpool
    School Improvement Liverpool United Kingdom

    2 weeks ago

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    Description

    Trust Finance Officer

    Job Title: Trust Finance Officer
    Employer: Chester Diocesan Academies Trust
    Job Type: Finance & Administration
    Job Phase: N/A
    NOR: n/a
    Grade: NJC 7-11
    Actual Salary: NJC 7-11
    Contract Type: Permanent
    Contract Term: Part time
    Location: Other
    Location: Runcorn
    Start Date: Monday, July 1st, 2024
    Closing Date: Monday, June 3rd, 2024

    About the School
    CDAT is a multi-academy trust currently made up of seventeen primary schools spread across the Diocese of Chester – including schools currently located in Tameside, Stockport, East and West Cheshire and the Wirral. As a Trust, we believe that every child deserves to go to a great school, and our Trust team works in close partnership with our schools to ensure that this is the case.

    About the Role
    The Trust envisages that the Trust Finance Officer will be a key part of the Trust's central team, providing high-quality support the Trust's central functions, including:

    • Administer all financial information for the Trust, including the recording of income and expenditure, raising purchase orders, sales invoices and processing invoices, ensuring accurate information is available and financial regulations are followed

    • In conjunction with the Directors of Finance and Operations, ensure Best Value at all times

    • Prepare BACS runs for processing and approval by the Director of Finance

    • Record and reconcile all credit card expenses ensuring the VAT element is recorded

    • Administer the banking of all cash and cheque receipts

    • Reconcile central bank accounts in accordance with Trust Financial Procedures

    • Maintain the Trust's financial database to ensure accurate information is available, including creating/amending supplier and customer records

    • Maintain financial income and expenditure records for specific grants and for Devolved Formula Capital and School Condition Allocation grants

    • Monitor Aged Debtors and follow up where necessary

    • Collate financial information from schools and Local Authorities, such as bank reconciliation statements, FEEE and EHCP funding allocations to support budget planning and month-end processes

    • Collate payroll information from the Trust's payroll provider

    • Prepare inter-company journals and corresponding bank transfers for authorisation by the Director of Finance

    • Prepare the monthly VAT126 for submission to HMRC

    • Support central staff in training as appropriate

    • Support the preparation of reports for the Trust Board Notwithstanding the detail in this job description, the postholder will undertake such work as may be determined by the CEO/DoF/DoO from time-to-time, up to or at a level consistent with the main responsibilities of the job. Personal Qualities
    Recognised qualification in accounting e.g. minimum AAT level 2 or comparable qualification* or qualified by experience with a willingness to work towards qualification (*Degree in accountancy or similar also acceptable)
    • Good standard of general education Prior experience of working within the Education/Academies/Public sector
    • Experience of working in a Multi-Academy Trust finance position
    • Familiarity with financial processes and procedures
    • High level of IT competence, literacy and numeracy skills
    • Experience of using financial software packages, e.g. Access
    • Good organisation and proven administrative skills
    • Good knowledge of statutory requirements, procedures and regulatory requirements relating to academies
    • Experience of advanced Excel skills.
    • Knowledge and understanding of procurement processes
    • Excellent communication and interpersonal skills: able to communicate clearly and confidently with a wide range of audiences
    • Good attention to detail
    • Able to work with minimal supervision
    • Capacity to work under pressure, to meet deadlines and organisational priorities
    • Commitment to continuing professional development
    • Interest in working within the education sector
    • lexible in terms of working patterns and evolution of the role
    • Team player, personable, emotionally intelligent with a sense of humour and a can-do attitude
    • Occasional travel across the Diocese and beyond to carry out duties may be required
    • Supportive of the principles of the academies programme
    • Be sympathetic to the aims, values, ethos and distinctiveness of Church of England schools and academies

    How to Apply
    Candidates should complete the application form available from our website: and submit it electronically to: so that it is received no later than noon on Monday 3rd June 2024; shortlisted candidates will be contacted by Friday 7th June and interviews will be held week commencing Monday 10th June 2024.

    Closing Date: Monday 3rd June 2024
    Short Listing Date: Friday 7th June 2024 Recruitment Documents
    Job Description: Download Document
    Application Form: Download Document
    Equal Opportunities Monitoring: Download Document Contact Details
    Chester Diocesan Academies Trust
    Room 518
    The Heath Business and Technical Park
    Runcorn
    WA7 4QX Contact Name: Jane Evans
    Contact Telephone:
    Contact e-mail:
    Website:
    NOR: n/a #J-18808-Ljbffr
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