Finance Assistant
| Dyddiad hysbysebu: | 04 Hydref 2025 |
|---|---|
| Oriau: | Rhan Amser |
| Dyddiad cau: | 20 Hydref 2025 |
| Lleoliad: | Burnley, Not recorded, BB12 7NG |
| Cwmni: | Teaching Vacancies |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 6e3f263b-c7c0-4345-bbab-0ba54e18ee04 |
Crynodeb
What skills and experience we're looking for
Qualifications and Training
Good standard of education including L2 qualifications in Englishand Maths
AAT or other recognised qualification or training (working towards orinterested in)
Knowledge and Experience
Experience working within a finance function that includes processingpurchase ledger transactions and monthly reconciliations
Experience of the education or charity sector
Experience of dealing with suppliers or customers and being able todeal with and resolve queries in an independent manner
Knowledge of the finance processes and the importance of segregationof duties
Knowledge of Microsoft Excel and Microsoft Word and the ability tointerrogate transactions and queries using these software packages
Knowledge of the importance of monthly reconciliations
Skills and Abilities
Ability to accurately process data with accuracy and speed, andwithout error.
Ability to use Financial Management Systems (e.g. PS Financials)
Personal Qualities
A flexible approach and a willingness to learn
Good communication skills and the ability to work with a range of staff
An ability to multi-task and support colleagues when required
Ability to take initiative and prioritise own workload
Attention to detail, especially in relation to processes and systems
Other
Commitment to the Trust’s ethos and values
Commitment to safeguarding and protecting the welfare of childrenand young people
Commitment to equality, diversity and inclusion
Commitment to health and safety
Ability to travel between sites, as required
What the school offers its staff
Employee Assistance Programme, a confidential service providing a range of service and support for all employees
Subsidised Gym Membership
Local Government Pension Scheme
Enhanced Terms and Conditions after 5 years’ service
Enhanced Sick Pay
Free Parking/Company Parking
Bereavement Leave
Enhanced maternity pay
Enhanced paternity pay
Flexible working opportunities
Further details about the role
The Finance Assistant will report to the Head of Finance and wider finance team, with responsibility for transactional processing and reconciliations.
The post-holder will work as part of the central finance team and will support the Finance Managers in delivering a robust finance service to our schools.
MAIN DUTIES AND RESPONSIBILITIES
Your duties and responsibilities will include:
PURCHASE LEDGER
• Process purchase Invoices for primary and secondary schools
• Payment runs for primary and secondary schools
• Liaising with school-based staff and suppliers with invoice queries
• Supplier statement reconciliations and dealing with invoice queries
• Maintaining suppliers on the finance system (PS financials)
SALES LEDGER
• Process sales invoices and issue them to customers
• Ensure prompt payment of sales invoices and chase overdue payments
OTHER FINANCE DUTIES
• Bank reconciliation for primary and secondary schools
• Processing of expense payments and credit card transactions in line with finance policies
• Liaising with school-based staff and suppliers with card payment queries
• Commercial card reconciliation for primary and secondary schools
• Assisting the finance team with maintenance of contracts, licenses and subscriptions databases
• Monitor the finance inbox and respond to queries in a timely manner
• Work with central finance team and school staff to ensure that all relevant finance policies are complied with
• Assist fully with any requirements asked by auditors relating to duties, systems, and documentation
• Assist the Finance Managers with financial month and year end processes
• Assist the Finance Managers with ad hoc tasks
• Undertake analysis of financial information using computer spreadsheets
OTHER RESPONSIBILITIES
• Adhere to all trust-wide policies and procedures and participate in training and professional development opportunities as required to fulfil the role
• Take responsibility for promoting and safeguarding the welfare of all pupils
• Demonstrate commitment to the Equal Opportunities Policy, to work positively and inclusively with colleagues so that the trust provides a workplace and delivers services that do not discriminate against people on the grounds of their age, gender, sexual orientation, marital status, race, religion, creed, colour, nationality, ethnic origin or disability
• Work flexibly in the interests of the service (this may include undertaking other duties provided that these are appropriate to the employee’s background, skills and abilities or attending governing body meetings outside of normal working hours)
• Participate in training and professional development opportunities as required to fulfil the role
• Travel between different sites of Romero Catholic Academy Trust as required;
• Actively participate in performance reviews at regular intervals in accordance with trust-wide procedures;
• Undertake training courses organised by the trust where these will assist in the carrying out of the above duties, develop skills which may be required to fulfil those duties in the future or are required to fulfil legal requirements;
• Demonstrate consistently high standards of personal and professional conduct.
• To ensure the development of positive solutions to achieving diversity, dignity and equality in all aspects of service delivery and engagement with the broader community.
ADDITIONAL SUPPORTING INFORMATION – SPECIFIC TO THIS POST
This post does not require a faith commitment within the Roman Catholic Church however, candidates must be supportive of the ethos, vision and values of the Trust and not do anything to undermine the faith commitment of the Trust. In line with all staff within the Trust, they will be required to sign a Catholic Education Service Contract.
Commitment to safeguarding
Our organisation is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff, volunteers and trustees to share this commitment. Our recruitment process follows the keeping children safe in education guidance. Offers of employment may be subject to the following checks (where relevant): childcare disqualification Disclosure and Barring Service (DBS) medical online and social media prohibition from teaching right to work satisfactory references suitability to work with children You must tell us about any unspent conviction, cautions, reprimands or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.
Qualifications and Training
Good standard of education including L2 qualifications in Englishand Maths
AAT or other recognised qualification or training (working towards orinterested in)
Knowledge and Experience
Experience working within a finance function that includes processingpurchase ledger transactions and monthly reconciliations
Experience of the education or charity sector
Experience of dealing with suppliers or customers and being able todeal with and resolve queries in an independent manner
Knowledge of the finance processes and the importance of segregationof duties
Knowledge of Microsoft Excel and Microsoft Word and the ability tointerrogate transactions and queries using these software packages
Knowledge of the importance of monthly reconciliations
Skills and Abilities
Ability to accurately process data with accuracy and speed, andwithout error.
Ability to use Financial Management Systems (e.g. PS Financials)
Personal Qualities
A flexible approach and a willingness to learn
Good communication skills and the ability to work with a range of staff
An ability to multi-task and support colleagues when required
Ability to take initiative and prioritise own workload
Attention to detail, especially in relation to processes and systems
Other
Commitment to the Trust’s ethos and values
Commitment to safeguarding and protecting the welfare of childrenand young people
Commitment to equality, diversity and inclusion
Commitment to health and safety
Ability to travel between sites, as required
What the school offers its staff
Employee Assistance Programme, a confidential service providing a range of service and support for all employees
Subsidised Gym Membership
Local Government Pension Scheme
Enhanced Terms and Conditions after 5 years’ service
Enhanced Sick Pay
Free Parking/Company Parking
Bereavement Leave
Enhanced maternity pay
Enhanced paternity pay
Flexible working opportunities
Further details about the role
The Finance Assistant will report to the Head of Finance and wider finance team, with responsibility for transactional processing and reconciliations.
The post-holder will work as part of the central finance team and will support the Finance Managers in delivering a robust finance service to our schools.
MAIN DUTIES AND RESPONSIBILITIES
Your duties and responsibilities will include:
PURCHASE LEDGER
• Process purchase Invoices for primary and secondary schools
• Payment runs for primary and secondary schools
• Liaising with school-based staff and suppliers with invoice queries
• Supplier statement reconciliations and dealing with invoice queries
• Maintaining suppliers on the finance system (PS financials)
SALES LEDGER
• Process sales invoices and issue them to customers
• Ensure prompt payment of sales invoices and chase overdue payments
OTHER FINANCE DUTIES
• Bank reconciliation for primary and secondary schools
• Processing of expense payments and credit card transactions in line with finance policies
• Liaising with school-based staff and suppliers with card payment queries
• Commercial card reconciliation for primary and secondary schools
• Assisting the finance team with maintenance of contracts, licenses and subscriptions databases
• Monitor the finance inbox and respond to queries in a timely manner
• Work with central finance team and school staff to ensure that all relevant finance policies are complied with
• Assist fully with any requirements asked by auditors relating to duties, systems, and documentation
• Assist the Finance Managers with financial month and year end processes
• Assist the Finance Managers with ad hoc tasks
• Undertake analysis of financial information using computer spreadsheets
OTHER RESPONSIBILITIES
• Adhere to all trust-wide policies and procedures and participate in training and professional development opportunities as required to fulfil the role
• Take responsibility for promoting and safeguarding the welfare of all pupils
• Demonstrate commitment to the Equal Opportunities Policy, to work positively and inclusively with colleagues so that the trust provides a workplace and delivers services that do not discriminate against people on the grounds of their age, gender, sexual orientation, marital status, race, religion, creed, colour, nationality, ethnic origin or disability
• Work flexibly in the interests of the service (this may include undertaking other duties provided that these are appropriate to the employee’s background, skills and abilities or attending governing body meetings outside of normal working hours)
• Participate in training and professional development opportunities as required to fulfil the role
• Travel between different sites of Romero Catholic Academy Trust as required;
• Actively participate in performance reviews at regular intervals in accordance with trust-wide procedures;
• Undertake training courses organised by the trust where these will assist in the carrying out of the above duties, develop skills which may be required to fulfil those duties in the future or are required to fulfil legal requirements;
• Demonstrate consistently high standards of personal and professional conduct.
• To ensure the development of positive solutions to achieving diversity, dignity and equality in all aspects of service delivery and engagement with the broader community.
ADDITIONAL SUPPORTING INFORMATION – SPECIFIC TO THIS POST
This post does not require a faith commitment within the Roman Catholic Church however, candidates must be supportive of the ethos, vision and values of the Trust and not do anything to undermine the faith commitment of the Trust. In line with all staff within the Trust, they will be required to sign a Catholic Education Service Contract.
Commitment to safeguarding
Our organisation is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff, volunteers and trustees to share this commitment. Our recruitment process follows the keeping children safe in education guidance. Offers of employment may be subject to the following checks (where relevant): childcare disqualification Disclosure and Barring Service (DBS) medical online and social media prohibition from teaching right to work satisfactory references suitability to work with children You must tell us about any unspent conviction, cautions, reprimands or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.