Role Purpose
- To provide high quality, customer focused financial information, training, modelling, analysis, support and advice to schools, to support financial reporting, decision making and budget management.
- To maintain accounting information to assist in the production of accurate and consistent management or financial reporting information.
- To contribute to the mitigation or resolution of financial issues, challenges and risks.
- To contribute to the framework for financial reporting and budget setting, forecasting, control and management within the Council for both revenue and capital budgets.
Main Responsibilities
Financial Planning
- To provide support to schools to develop robust 3 year financial plans.
Budget Monitoring/Financial Reporting
- To ensure that Head Teachers and Governing Bodies are equipped with the appropriate skills enabling them to demonstrate financial ownership for all aspects of their school.
- To collate information across all schools on a quarterly basis for reporting for council reporting purposes.
- With reference to trends and other benchmarking data identify any material financial risks in schools and provide feedback to Heath Teachers and School Business Managers.
- To reconcile all grant lines within the Dedicated Schools Grant.
Closure of Accounts
- To ensure budget holders are aware of the closure timetable and protocols to follow to ensure that the appropriate year-end adjustments (Accruals, etc) are actioned.
- To prepare disclosure notes and working papers associated with the Councils statutory Statement of Accounts.
- To satisfactorily respond to complex internal and external audit queries and recommendations in line with the Council's current audit protocol
Other
- Participate in all council staff management and development processes including appraisals, my conversation, finance forum etc.
- To undertake training and development in order to fulfil the requirements of the role
Generic Responsibilities
- Understanding, knowledge and ability to follow guidelines that ensures compliance with Health and Safety at Work, Data Protection and other statutory requirements.
- Understanding and commitment to promoting and implementing the Council's Equal Opportunities policies.
- Knowledge and experience of using IT.
- To undertake any other temporary responsibilities aligned with the overall purpose and grade of the role.
Knowledge, Qualifications, Skills and Experience
- Educated to A level or equivalent and a minimum of GCSE level Mathematics.
- AAT or part qualification or working towards membership of appropriate professional body by examination and/or evidence of continuing professional development (CPD).
- Excellent communication and analytical skills including giving presentations.
- Ability to work with high level internal and external stakeholders.
- Ability to exercise initiative and good judgement in delivering service and Council aims and objectives