Trust Finance Officer

WMJobs; Nuneaton; On-site; GBP 27,000 - 29,000; Full time

Benefits offered by this job

Onsite parking

Eye care subsidy

Gym membership

Cycle to work

Free lunch for duty staff

Employee assistance programme

Employee benefits scheme

Job summary

Central England Academy Trust invites applications for the post of Trust Finance Officer to start as soon as possible. The role is permanent, 37 hours per week, within the Finance Team and will be based at the Oak Wood site.

You will provide and maintain financial support for the academies using the finance system, scrutinise budgets, and support budget holders with purchases, payments and queries related to finance activities.

Qualifications

• Experience in financial administration and budgets within an educational or public sector setting preferred.
• Ability to support budget holders with purchases, payments, and queries regarding financial activities.
• Strong attention to detail and ability to maintain accurate financial records.

Responsibilities

• Oversee processing of orders and invoices, ensuring budgets are not overspent.
• Maintain journals and set up suppliers/staff in line with internal controls.
• Provide monthly reports to the Trust Finance Manager and support audit requirements.

Skills

Financial administration

Budget management

Accounts payable/receivable

Financial reporting

Tools

Finance software

Job description

About The Role

Central England Academy Trust is delighted to welcome applications for the post of Trust Finance Officer to start as soon as possible.

Central England Academy Trust,
Contract: Permanent, All year round
Hours: 37 hours per week
Grade: £27,274 - £29,071
Start date: As soon as possible

Applications are invited from highly-motivated and experienced individuals to be a part of the Finance Team.

At Central England Academy Trust, our staff are our most precious resource. We are committed to offering you:

• excellent continuous professional development
• reduced workload
• behaviour for learning that empowers teachers to teach and students to learn
• a range of imaginative approaches to ensure staff wellbeing
• free, onsite parking
• subsidised eye care for extended VDU users
• a Gym Membership Scheme
• a Cycle to Work Scheme
• free lunch for duty staff
• an Employee Assistance Programme, providing practical and emotional support
• an Employee Benefits Scheme, offering discounts on everyday essentials

The Role

The Role: Trust Finance Officer

Purpose of the Role:

• Providing and maintaining financial support for the academies within the Trust using the finance system
• Maintenance and interrogation/scrutiny of account budgets as required.
• Support school budget holders, other colleagues and stakeholders with requests, training and queries regarding purchases, payments, trips and other activities.
• To support the Trust Finance Manager in delivering an efficient and effective finance provision for the Trust.
• Work both under direction and under own initiative to support the finance requirements of the Trust.

Key Responsibilities:

Finance Software:

• Overseeing the processing of all orders and invoices, maintaining the data on the system whilst ensuring budgets do not overspend and also adhering to ‘best value’.
• Processing journals where appropriate.
• Setting up and maintaining suppliers/staff in line with Trust internal processes and controls.

Income and Sales Ledger:

• Posting of remittances to appropriate ledger code/cost centres for academies and/or the Trust
• Maintenance of appropriate financial records
• Banking of any cash/cheques as applicable.
• Raise invoices for any other income streams e.g. Out of County Funding, Lettings, Out of Hours provision, etc. and ensure remittances are posted against relevant invoices.
• Monitoring of aged debtors and following up with customers in a timely manner.
• In line with school and/or Trust lettings policies, work in conjunction with Estates staff to ensure adequate records are kept and appropriate charges made for all lettings of both a short and long-term nature.

Expenditure and Purchase Ledger:

• Process orders and invoices as required to meet the needs of the business.
• Process and payment of non-order invoices in compliance with the Trust Finance and Accounting Policy.
• Ensure spend falls within allocated budgets and refer to budget holder as necessary.
• Prepare BACS runs on a regular basis.
• Monitoring of aged creditors and responding to suppliers in a timely manner.
• Processing of direct debit expenditure.Review information provided to determine any relevant 16-19 bursary award due to students.
• Make payments to students in receipt of 16-19 Bursary funding on a half-termly basis.

Trust Charge Cards:

• Collating and posting of charge card transactions and payments on the finance system.
• Maintain comprehensive and accurate financial records monthly.
• Ensure appropriate authorisation is obtained to support to audit requirements Other duties
• Support budget holders with administration of the finance system.
• Plan own work considering priorities at the time.
• Provide monthly reports to Trust Finance Manager as requested.
• Administer email and post daily.
• Maintain all financial records in accordance with audit requirements.
• Safeguarding and promoting the welfare of children and ensuring they have a safe environment in which to learn.
• The post holder will be expected to participate in training and other learning activities and performance development as required.
• Maintain the highest standards of confidentiality and data protection in a discreet and professional manner.
• Any other duties commensurate with the role and as directed by Trust Finance Manager and/or CFPO.

Other information:

• This role will predominantly be based at our Oak Wood site.
• Postholder may be required to travel sites within the Trust. Appropriate expenses will be reclaimable.

Note: These are broad descriptions of the types of duties/activities expected of a post at this level, for illustrative purposes. They are not intended to provide an exhaustive list of duties.