Education Finance Consultant (Remote) for Schools & Trusts

School Business Services Ltd; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Holiday entitlement

Health cash plan

Life insurance (up to 4x salary)

Pension contributions after 3 months

Flexible benefits after probation

Learning & development opportunities

Volunteer days

Job summary

SBS is seeking a Finance Consultant to join our Finance Services team. This role focuses on budgeting, forecasting, month-end and year-end tasks for maintained schools and trusts, providing practical financial advice and robust reporting.

Although remote, the role collaborates with the Service Desk and Processing Service to ensure high-quality customer outcomes, with quarterly meetups at our London office to strengthen team work.

Qualifications

• Experience in a finance role within schools, academies, multi-academy trusts or the wider education sector.
• Strong understanding of education finance, budgeting, financial reporting and financial controls.
• Experience supporting month-end and year-end finance processes.
• Enjoys building relationships and supporting customers.
• Strong analytical, organisational and problem-solving skills.
• Is confident using finance systems and Microsoft Excel.
• Can communicate financial information clearly to a range of stakeholders.
• Keen to develop consultancy and advisory skills.
• Enjoys working as part of a collaborative team.
• Willing to undergo an Enhanced DBS check.

Responsibilities

• Managing and supporting a portfolio of maintained schools, academies and multi-academy trusts.
• Supporting customers with budget setting, forecasting and financial planning.
• Delivering month-end and year-end finance activities, including reconciliations, journals, working papers and financial reporting.
• Producing and reviewing management reports, budget monitoring reports and financial analysis.
• Providing practical finance advice and guidance to customers.
• Building trusted relationships and acting as a key point of contact for your portfolio.
• Supporting customers in the effective use of finance and budgeting systems.
• Responding to customer queries and Service Desk tickets.
• Contributing to the Processing Service where required.
• Working with colleagues to continuously improve customer outcomes and service delivery.

Skills

Education finance experience

Budgeting & forecasting

Financial reporting

Microsoft Excel

Stakeholder communication

consultancy skills

Tools

Finance systems

Job description

SBS is seeking a Finance Consultant to join our Finance Services team. This role focuses on budgeting, forecasting, month-end and year-end tasks for maintained schools and trusts, providing practical financial advice and robust reporting.

Although remote, the role collaborates with the Service Desk and Processing Service to ensure high-quality customer outcomes, with quarterly meetups at our London office to strengthen team work.