Finance Manager

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Westfield Academy

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About the role

Job description

Job title:

Finance Manager

Grade:

Grade: H9

Scale point range: 28-31

Salary Range: £37,938 - £40,476 (FTE)

Hours / weeks:

37 hours / weeks, 52 weeks / year

Contract type:

Permanent

Reports to:

School Business Manager (SBM)

Responsibility

Up to 2 x Finance Assistants

Job purpose

  • To be accountable to the School Business Manager (SBM) in running the school’s finance function in accordance with the Academy Trust Handbook (ATH) and school’s financial regulations.

  • To contribute to the overall ethos, work and aims of the Academy.

Main responsibilities


Financial management

Be responsible for:

  • Accuracy of financial data and the backup of financial records.

  • Financial administration such as placing orders, invoicing, preparing POs and BACS payments.

  • Coordinating purchase requirements and negotiable favourable prices with suppliers to obtain best value.

  • Reconciliations of the bank, credit card, payroll and balance sheet control accounts.

  • Completion of monthly payroll reconciliations and journals.

  • Completion of monthly management accounts, budget monitoring reports and cash flow statements with accuracy and an understanding of the underlying narrative.

  • Updating the working budget to reflect the current position.

  • Leading on year-end financial processes and year-end accounts with the external auditors.

  • Manage internal audit visits.

  • Providing monthly budget details to budget holders.

  • Preparation of statutory returns including VAT and associated returns.

  • Maintenance of the fixed asset register, ensuring depreciation is accounted for.

  • Maintaining the gifts register in line with current policy.

  • Lead on financial queries as required.

  • Continually evaluating all finance systems to ensure they are effective and efficient.

  • Working with the HR and Admin teams as required to ensure robust management of finances.

Management

  • Line managing the finance team, including their workload and leave requests.

  • Completing performance management reviews and appraisals as required.

Other

  • To complete the required Safeguarding and Mental Health training.

  • To participate in arrangements for further training and development to initiate new ideas.

  • Any other activity needed by the Designated Safeguarding Lead or Child Protection Officer.

  • To ensure a safe working environment is maintained at all times.

  • To be aware of and comply with policies and procedures, relating to child protection, safeguarding, pastoral issues, health and safety, security, confidentiality and data protection – reporting all concerns to the appropriate person.

  • It should be noted that the above list of principal duties and responsibilities is not necessarily a complete statement. Alterations and further duties may be necessary and will be subject to consultation. The post hold is expected to accept any reasonable changes to his / her job description.



The duties and responsibilities listed above describe the post as it is at present. This role will be reviewed annually as part of the performance appraisal process and the post holder is expected to accept any reasonable alterations that may from time to time be necessary.


Westfield Academy is committed to safeguarding and promoting the welfare of Children and Young people. To meet this responsibility, we follow a rigorous selection process. All successful candidates will be subject to an enhanced Disclosure and Barring Service check.

Person specification

Attributes

Essential (or expected to train / qualify to that standard)

Desirable

Qualifications & Experience

  • Formal accountancy qualification or training

  • A commitment to undertake high level CPD.

  • Experience of managing and maintaining accurate financial systems.

  • Experience in financial processes.

  • Excellent IT Skills.

  • Experience of leading teams

  • School experience

Knowledge, skills & abilities

  • Ability to build and form good relationships with colleagues and other professionals.

  • Ability to work constructively as part of a team, understanding school roles and responsibilities.

  • Excellent and meticulous organisational skills.

  • Excellent verbal and written communication skills appropriate to the need to communicate effectively with colleagues, students, and other professionals.

  • Good standard of numeracy and literacy skills.

  • Ability to absorb and understand a wide range of information and work to a high degree of accuracy.

  • Ability to manage and deal with confidential data / issues appropriately.

  • Ability to provide and seek relevant advice to problem solve effectively.

  • Ability to proficiently use office computer software including finance, word-processing, spreadsheet, database and internet systems.

  • Knowledge and understanding of safer recruitment requirements in schools.

  • Knowledge of Education legislation.

  • Working knowledge of relevant policies, procedures, codes of practice, and awareness of relevant legislation such as school governance, Freedom of Information Act.

Personal qualities

  • Personal Integrity.

  • The ability to maintain confidentiality.

  • The ability to remain impartial.

  • A flexible approach to working hours.

  • Good interpersonal skills

  • Ability to show initiative and prioritise one’s own work when under pressure.

  • Able to follow direction and work in collaboration with line manager senior leaders.

  • Able to work flexibly to support others and respond to unplanned situations.

  • Desire to enhance and develop skills and knowledge through CPD.

  • Commitment to the highest standards of child protection and safeguarding.

  • Recognition of the importance of personal responsibility for health and safety.

  • Commitment to the Trust’s ethos, aims and its whole community.




Westfield Academy is committed to safeguarding and promoting the welfare of children and young people in our academies. In order to meet this responsibility, we follow a rigorous selection process. All successful candidates will be subject to an enhanced Disclosure and Barring Service check.



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