School Finance Manager

Transcription

1 School Finance Manager The School is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. Middle Leadership Team Post: Salary: Contract: Reporting to: Working closely with: Hours: School Finance Manager Up to 35,000 dependent on experience 2 terms probationary period, followed by a permanent contract. Director of Finance and Operations Finance team, Support Staff, Middle & Senior Leadership Teams hours per week. Majority of hours to be within school hours ( pm). The purpose of this job is to work with the Director of Finance and Operations and the wider finance team to ensure that the school meets its educational aims and achieves improved standards for students. This post holder will be the lead professional for day to day school finance assisting the Director of Finance and Operations with day to day management of all school finance, including revenue collection and the recording, reporting and analysis of all income and expenditure, including fees, DfE and EFSA grant awards, lettings revenue and charitable donations together with development of revenue systems. The post holder will manage the finance team which comprises two Finance Officers and be an active member of the middle leadership team. Purpose of Job: The successful candidate will work towards fulfilling the school s commitment to a high quality provision for students and will promote and embody the school s ethos: the Elmhurst Way. Based in a modern, purpose built, state of the art dance complex on the edge of Birmingham City centre, the new appointee will lead a large team to bring together school business services and foster a coordinated approach to this area of work. This post presents a unique opportunity to work with up to 200 of the most gifted and talented young dancers from the UK and beyond.

2 Main Duties and Responsibilities: Accountabilities: Be responsible for the day to day leadership and strategic planning of school finance. Take delegated responsibility for financial decisions following appropriate discussions with the Director of Finance and Operations, Principal and Governing body. To have an active role within the Middle Leadership Group in whole school selfevaluation, strategic and annual planning processes. To support strategic plans relating to all aspects of budget and financial matters relating to the school. To manage the schools investment strategy working closely with Director of Finance and Operations. To be responsible for keeping abreast of legislation, national guidelines and local arrangements in relation to school financial matters. Ensure all statutory regulations for school finance are adhered to and relevant records are kept. Prepare annual budgets and forecasts; linked to the School Development Plan, predicted funding and pupil numbers. Ensure the school has appropriate financial systems to monitor income and expenditure. Manage all aspects of these systems in accordance with agreed policies and timetable. Be responsible for checking the school s monthly payroll data and monitor invoices and staff over time claims. Have oversight of pupils bills and fee collection; including debtors. Have oversight of purchase invoices and payments to creditors. Prepare monthly management accounts and annual statutory accounts. Monitor cash flow and liaise with banks and investment managers. Be responsible for ensuring that the financial transactions in the school are carried out in an appropriate manner and that the financial regulations of the DfE, EFA, Charity Commission and any other appropriate bodies and the school are observed. Prepare financial forecasts for particular projects and to manage budgets set. Ensure that the school meets auditors and other external bodies requirements for this area, including the DfE and the EFSA. To have a thorough understanding of the school s funding arrangements, including MDS and DaDA Awards which fund the majority of students Process grant claims liaising with parents and the DfE and EFSA, and ensuring that scheme rules and deadlines are complied with at all times. Manage and implement accepted recommendations of audit. Support the Development Office with appropriate financial information to support funding bids and monitor donation and fundraising income. Process bursary applications and calculate awards. Support colleagues responsible for delegated budgets with procedures which enable them to monitor these budgets. Support the Director of Finance and Operations to manage the school s insurance policies and ensure they adhere to legal guidelines. Monitor utilities costs and introduce cost saving initiatives working in partnership with the Director of Finance and Operations. Advise on issues relating to taxation and prepare VAT returns for the School and subsidiary. Advise on issues affecting the charitable status of the school. Liaise with relevant external agencies as appropriate to ensure the school meets its statutory obligations for this area. Attend the Finance, Facilities and General Purposes Governors Committee; prepare agendas and take minutes.

3 Oversight of Key School Functions: Through line management relationships exercise oversight of: Finance Officers Personnel and Staffing: Manage staff in line with the schools HR policies and procedures. General 1. Attend and participate in staff and working group meetings and training as appropriate. 2. Adhere to and work within Elmhurst Ballet School practices and policies including those relating to Equal Opportunities. 3. To promote the Elmhurst Way 4. Contribute to Middle Leadership Team strategic planning 5. Contribute, as appropriate, to parent publications Main Duties and Responsibilities: In addition to the responsibilities outlined above, it is possible that there will be specific duties, tasks or responsibilities which may from time to time be required in line with school development priorities. If so, they will be entirely by negotiation, and will, it is hoped, be entirely manageable. The job description is non-contractual, which means that should the needs of the school change in the future, the Principal may require reasonable variations consistent with the job title. PROFESSIONAL DEVELOPMENT Elmhurst is committed to a continuing Staff Development Programme. Each year, all staff receive in-service training at the school and, for this purpose, they are required to take part in up to the equivalent of 5 days of INSET sessions which usually take place outside of students term dates. Through the Performance Management and annual review meetings, staff are encouraged to attend relevant courses to enhance and update their professional skills.

4 Person Specification: The School is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. Essential These are qualities without which the Applicant could not be appointed Qualifications Accountancy Qualification relevant to the post (e.g. CIMA, ACCA, ACA) GCSE or equivalent in 5 subjects, including English and maths GCE Advanced Level or equivalent, and / or demonstrable success in the workplace Leadership Unconditional positive regard for students and colleagues: Belief in Qualities: others ability to change Determination and resilience; Never give up, never give in Ability to analyse relevant data, act strategically and effect change Working through Ability to delegate and empower others effectively Others: Being proactive rather than reactive Ability to use initiative: solutions focussed Excellent interpersonal skills and high emotional intelligence Stakeholder Focus Demonstrable understanding of Elmhurst as an organisation, school vision and needs. Evidence of responding quickly to stakeholder needs and resolving concerns. The ability to use data to inform strategic plans to meet performance targets and deliver the whole school vision. Knowledge & Experience of working in a charity/not-for-profit environment. Experience Understanding of Charity SORPs Experience of using software to manage and control finance, preferably using Sage. Experience of preparing and managing payroll. Experience of Company Secretarial tasks. Experience of setting and managing budgets. Experience of preparing financial records for auditing purposes. Experience of preparing statutory accounts. Experience of preparing VAT and other tax returns. Experience of management of change at a senior level and experience of line management responsibility including performance management. I.T. literate and proven experience of databases, Microsoft office suite and internet. Desirable These are extra qualities which can be used to choose between applicants who meet all of the essential criteria First degree or equivalent Certificate or Diploma in School Business Management Other relevant Business or Finance qualifications Method of assessment Certificates Application The ability to build brand awareness. Application form References Experience of working in a school environment Experience of working in a position of authority Evidence of identifying staff training needs. Application Form references

5 Administrative experience in a management capacity including working knowledge and experience of managing staff within legislations and guidelines. Experience of working with a variety of different professionals to ensure a positive outcome and ensure best interests of employers core purpose. Evidence of managing change and /or projects with short timescales. Evidence and experience of responding positively to change. Experience of working in a complex environment. Experience of working with external services. Evidence of project management. Skills Ability to quality assure work so that it is consistent and of a high standard. Excellent ICT skills. Evidence of clear focused communication & active listening skills. Excellent command of English Language for writing reports and communications. The ability to analyse data to improve Analytical Skills: Be able to provide and analyse reports. Pragmatic approach to problem solving. Ability to build personal relationships. Innovation Evidence of introducing new working methodologies leading to measurable outcomes and improvements. Evidence of strategic planning. Personal High level of personal integrity. competencies and Dynamic, charismatic, energetic and self- motivating. qualities Highly organised. Methodical. Well presented & personable. Genuine enthusiasm and the ability to work well within a wider staff team. Other Excellent attendance & punctuality records. Flexible approach to the working day. Clear, firmly held values. An awareness, understanding and commitment to equal opportunities. Ability to establish and develop positive relationships throughout the school. Loyal and committed to the school. In common with all employees of the school, the post-holder will: Share the motivation to work with children and young people. Have the ability to form and maintain appropriate relationships and personal boundaries with children and young people. Prior use of SIMS or similar management system Coaching to improve performance of staff/students A good understanding of HR processes for leading and managing others. Application Form references Evidence of following through Vision into practice. Application From References Interest in Performing Arts. Application Form references Knowledge of Safeguarding and Child Protection.

6 EQUAL OPPORTUNITIES POLICY STATEMENT Elmhurst School is striving to be an equal opportunities employer. In line with the current legislation, as an employer of staff, we aim to ensure that all job applicants, staff and volunteers do not suffer unfair discrimination because of their race; colour; nationality; ethnic origin or religious belief; social class or caste; age; disability; sexual orientation; marital status; family situation; or gender. We aim to ensure that all people with whom we work are valued for their contribution and are given the opportunity to realise their full potential within the organisation. Elmhurst School believes that following a policy of equality of opportunity will benefit not only the individual but will also benefit and enrich the whole organisation. DISCLOSURE & BARRING SCHEME This post is classed as having a high degree of contact with children or vulnerable adults and is exempt from the Rehabilitation of Offenders Act An enhanced disclosure will be sought through the Disclosure and Barring Scheme as part of our pre-employment checks. ADDITIONAL INFORMATION The jobholder is required to contribute to and support the overall aims and ethos of the school. All staff are required to participate in training and other learning activities, and in performance management and development as required by the schools policies and practices. The duties and responsibilities listed above are provisional. Further details may be supplied when the person is appointed. The post holder is expected to accept any reasonable alterations that may from time to time be necessary.