School Finance Lead: Budgets, Reporting & Compliance

Marchant Recruitment; Birmingham; On-site; GBP 26,000 - 34,000; Full time

Job summary

A Birmingham primary school is seeking an organised Finance Officer to join its busy school administration team. This role focuses on maintaining accurate financial records and supporting budget management to ensure smooth financial operations.

The successful candidate will work closely with the School Business Manager and senior leaders, handling invoices, payments and financial reporting while upholding audit trails and compliance with school policies.

Qualifications

• Experience in finance, accounts or financial administration.
• Strong attention to detail and organisational skills.
• Understanding of accounting procedures and budget management.
• Confident with financial and data management systems.
• Strong Excel and IT skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently while contributing to a team.
• Experience in a school or education setting is desirable.

Responsibilities

• Maintain accurate financial records and accounting information.
• Process invoices, purchase orders and payments.
• Monitor income and expenditure against school budgets.
• Assist with budget preparation, forecasting and financial reporting.
• Manage petty cash and school fund transactions.
• Complete regular reconciliations and investigate discrepancies.
• Produce accurate financial reports for senior leaders.
• Liaise with suppliers regarding invoices and payments.
• Support internal and external audit requirements.
• Ensure financial procedures comply with school policies and regulations.

Skills

Excel

Budget management

Financial reporting

Audit trails

Communication

Teamwork

Independent working

Job description

A Birmingham primary school is seeking an organised Finance Officer to join its busy school administration team. This role focuses on maintaining accurate financial records and supporting budget management to ensure smooth financial operations.

The successful candidate will work closely with the School Business Manager and senior leaders, handling invoices, payments and financial reporting while upholding audit trails and compliance with school policies.