Finance Business Partner – Education

Some of the key responsibilities for this successful person would be but no limited to: 

• To provide specialist hands on support and advice to CEO’s, Headteachers, Finance Directors, Trustees/Directors and Governors in relation to a wide range of finance issues.

• To aid in the development of multi-year financial planning and monitoring, cash-flow management and the recording of fixed assets.
• To support clients with timely budget preparation, forecasting and monitoring.
• To ensure that each school’s financial year is closed down in a timely and accurate manner and that underlying records to support the final accounts are accurate.
• To produce financial reports and present these to Trust Boards and Governing Bodies.
• To be actively involved in the production of accurate monthly management information.
• Supporting schools to ensure they have appropriate and effective financial systems in place in accordance with agreed policies and timetables.
• Supporting schools and academies in ensuring that financial transactions in the school are carried out and that the financial regulations are observed, including all arrangements for VAT.
• Support schools and academies in procuring services and undertaking financial evaluations to secure value for money.
• To be able to assist in the academy conversion process as part of a project team, providing relevant support with finance issues.
• To work collaboratively with the HR, Governance and H&S arms of the team, to offer clients a seamless service.

The Candidate:

The successful Finance Partner will be/have:

• Be a qualified or part qualified accountant
• A relevant finance qualification e.g., CCAB qualified accountant or AAT qualified with significant recent financial experience
• Minimum of 2 years’ experience in a similar finance role
• Experience of producing budgets and year-end accounting
• Education finance experience is desirable
• Proven experience in preparing and presenting financial information to leadership team
• Experience working in dynamic fast paced agile environments, working collaboratively and openly with others
• Excellent communication; both oral and written, with strong interpersonal skills
• Excellent IT skills (i.e., Excel, Outlook, Word)
• Ability to prioritise and work well under pressure and to deadlines
• Able to demonstrate careful attention to detail and ability to check all work for accuracy
• The ability to travel independently, with full driving licence and own transport.
• Not barred from working in education settings or the subject of ongoing criminal or safeguarding investigations

The ideal candidate can work flexibly across the school year, must have excellent communication skills, and be responsive to the needs of our clients. There will be travel involved in this role and the ability to travel independently is important.

Benefits:

• 26 days holiday plus public holidays
• Holiday buy back scheme
• Generous pension package
• BUPA Cash Payment
• Flexible working arrangements
• Cycle Scheme
• Company events
• Tailored learning and development programmes
• An inclusive and open workplace

They have big ambitions for the future – and therefore want to speak to the right individuals with the right energy and values.

Please contact for a confidential discussion