Finance Assistant

Duties: This appointment includes the following duties:

• Processing orders, invoices and payments through purchase ledger and/or cash book using Xero software.
• Reconciliation of all income received via Arbor, childcare vouchers and school office.
• Responsible for paying in all income to school bank accounts in accordance with the finance policy.
• Weekly Bank reconciliation.
• To be responsible for all Music tuition in school. i.e. arranging tuition for pupils, raising of invoices and reconciliation of payments.
• Debt recovery.
• Check all supplier statements and investigate payments to comply with statutory timescales
• Maintain links with suppliers to identify lead times and delivery dates ensuring efficient and effective delivery of orders
• To assist School Business Manager with budget preparation and monitoring and to produce spread sheets and reports showing analysis of various costs and information as required by head teacher or governors.
• Any other duties of a similar nature and level of responsibility as requested by the School Business Manager.

Relationships: Responsible to the School Business Manager

Contacts and relationships

• Daily contact with students, school employed staff
• Working alongside School Business Manager and Admin Assistant
• Regular contact with parents/carers, external bodies
• Decisions:

o Discretion: Work is carried out in accordance within policies and procedures and post holder can seek advice from line manager

o Consequences: Impacts on students and school community. Impact on school administrative processes, which is likely to be easily identified and remedied.

Resources

• Learning materials and resources
• General office equipment needed to carry out tasks.

Work Environment

• The Postholder will experience some interruption which is intrinsic to the role but this should not cause any overall change to the task
• Physical Demands: General office work, may involve long periods of working at a computer.

Working Conditions: Well-lit and well ventilated general office environment.

Knowledge and skills

• Knowledge of Xero finance package or similar
• 6-12 months experience of working in a similar role
• Computer literate
• Essential: 4 GCSE’
• Knowledge of spreadsheets
• Appropriate NVQ Level 2 or equivalent.

Additional responsibilities:

Elements of this job description may be negotiated at the request of either party and with the agreement of both.

Performance Management: School Business Manager – Kerry Fogg

Supervision of people

• The post holder will not be required to supervise personnel in school