Senior Finance Consultant - Thurrock, United Kingdom - EduFin (Education Finance Solutions)

Description

Senior Finance Consultant

Hours: 37 hours per week


Weeks:52 weeks per year


Salary:
£35,000+ _(depending on experience) _

Holiday: 22 days plus bank holidays*
Start Date: ASAP

*EduFin is closed for 5 days over the Christmas period, using annual leave for this period is mandatory, however after 1 year of service annual entitlement increases to 25 days and after 3 years increases further to 28 days.


About Us
We are an established consultancy company working in the education finance sector. In our 10th year of trading we are looking to grow the team once again.

We are a friendly team and have a positive, upbeat, happy culture.

We pride ourselves on being flexible for our staff and provide a good work life balance, but in return we want commitment and passion.

We have offices in East Malling, however this role will be based at your home address and will require regular travel to clients' premises in and around the Thurrock area.

Mileage will be reimbursed to you at the HMRC rate.


Person Specification
Although an Accountancy qualification and/or relevant school or charity experience is desirable, they are not essential. We are strong believers of employing for attitude and training necessary skills.

The majority of our clients use PS Financials software, therefore experience of this would be desirable, however again, not essential.

We pride ourselves on going that extra mile for our clients and want our staff to have that same can-do attitude.

We aim to ensure all client requests are fulfilled; managing all expectations to ensure that they always remain happy with the service that they receive.

As a member of the EduFin team you will be expected to present a professional image of yourself and the company at all times.

Some days will require home working therefore a high level of self-motivation is required.

You will need a clean driving licence and access to a vehicle.

You will also need a clean enhanced DBS check which will be initiated by EduFin at the time of employment.

The Role
As an employee with EduFin, you will gain fantastic insight and experience into the education finance sector. The breadth of the support we offer our clients gives great exposure and ensures that there is never a dull day

The senior consultant role is a vast one and can include;
- training school finance staff on the relevant finance software we use,
- absence cover for Finance Manager / Controller level roles,
- preparation of monthly management accounts,
- management of school budgets and forecasts,
- assisting clients and auditors with the financial statements and year end audit,
- reporting to Senior Management / Trustees
- advising clients on best practice based on the Academies Financial Handbook

We also run a Helpdesk, a hosting platform and have designed various software packages; so, if you like IT as well as finance then you will never be bored with us


Duties
Although the majority of your working day will be on site, fulfilling a role or tasks as set by the client, there are additional responsibilities that this level of role comes with such as;

• Keeping your planner up to date at all times; notifying line manager of any gaps
• Ensuring client work is scheduled in the planner accordingly to ensure client deadlines / requirements are met
• Ensuring client work is adequately covered when on annual leave; whether by another EduFin consultant, or rearranged to your return
• Being responsible for arranging client work, i.e. equipment needed for training
• Being a professional face of EduFin at all times
• Taking responsibility for the level of work delivered at all times
• Looking for opportunities to promote our services such as Helpdesk / Connect / Software / Consultancy (yourself and others)
• Having a presence on LinkedIn on behalf of the company
• Keeping on top of sector changes to provide the best service possible to clients
• Keeping up an adequate level of CPD; sourcing your own training opportunities in the areas required to improve your service to clients (funding requests to line manager)
• Being responsible for the training and development of junior members of the team as required
• Having an input and focus on marketing needs of the company
• Any other duties as required from the directors

Potential Client Duties
Some duties that may be expected of you when on site include but are not limited to the following;

General

Ensure that all transactions are actioned in line with the client's financial policies, DfE guidance and within statutory financial regulations.

Duties possibly expected by the client;

Purchase ledger

• Posting the below documents to the clients accounting software in a timely manner with great accuracy
• Purchase Requisition
• Purchase Orders
• Goods Received Notes
• Purchase Invoices
• Create new suppliers and perform relevant checks
• Create BACS/Cheque payment runs
• Ensure that all expenditure is recorded against t