JOB DESCRIPTION
DIRECTORATE / EDUCATION
SERVICE / TAPTON SCHOOL / TAPTON SCHOOL ACADEMY TRUST
POST TITLE / FINANCE OFFICER (37 hours/39 - 44 weeks)
SALARYRANGE / Grade 5
£20,661 - ££24,174 pro rata
RESPONSIBLE TO / FINANCE MANAGER
RESPONSIBLE FOR
HOLIDAY AND
SICKNESS RELIEF
PURPOSE OF JOB
JOB DESCRIPTION FOR POST OF:- FINANCE OFFICER
SPECIFIC DUTIES AND RESPONSIBILITIES

Tapton School is part of Tapton School Academy Trust and we are looking to recruit a finance officer to join our finance team. The role will be based at Tapton School in Sheffield and report to the Finance manager. It will also work closely with the finance teams in other schools within the Trust.

Responsibilities

  • To operate the School’s financial systems, including processing and review of orders, deliveries and invoices.
  • To assist in preparing month end reconciliations and financial reports as required
  • To undertake financial tasks in accordance with agreed policies, appropriate legislation and financial regulations and standing orders.
  • To place orders for goods and equipment, ensuring value for money, checking deliveries and invoices in accordance with current procedures and financial regulations.
  • Processing and distributing supplier payments, monitoring payment due dates
  • Processing of all petty cash transactions, ensuring that authorisations are in place, that expenditure is appropriate and that supporting invoices/receipts are in evidence
  • To be responsible for all aspects of parental contributions, monitoring payments on Parent Pay and dealing with enquiries from students, parents and other staff members regarding school trips and activities and keeping a checklist of pupil payments.
  • To operate and control the school shop
  • To operate, monitor and review the School’s petty cash undertaking the safe collection, correct handling, recording and banking of cash in accordance with financial regulations.
  • Processing of overtime and mileage claims.
  • Using specific IT software packages – PS Financials accounting software, Office 365
  • To undertake financial tasks in accordance with agreed policies, appropriate legislation and financial regulations and standing orders.
  • To operate, maintain and develop appropriate systems for financial monitoring as required e.g. educational trips, School credit card purchases.
  • To liaise with teaching and support staff and respond to enquiries on matters within the post holder’s responsibility.
  • To liaise with finance teams at other schools within the Trust to support each other as required.
  • Routine administrative support in the finance office. This includes some general correspondence with suppliers and parents, filing of information, photocopying and ensuring a continuous supply of finance forms to other staff

Organisation

  • Provide assistance to teaching and support staff relating to general finance administration
  • During the absence of the Finance Manager ensuring the continuation of routine duties

Whole school responsibilities

  • Comply with and assist with the development of policies and procedures relating to child protection, health and safety, confidentiality and data protection
  • Contribute to the ethos of Tapton School Academy Trust
  • Develop professional, constructive relationships with other agencies/schools/professionals
  • Participate in meetings, training and performance development as necessary
  • Recognise own strengths and areas of expertise – using these to advise and support others
  • Recognise weaknesses and work to improve these or employ tactics to minimise the effect of these

To undertake any other duties and responsibilities, which do not change the character and purpose of the post as, may be determined after negotiations between management, the postholder and the appropriate trade union.

The post holder must carry out the responsibilities within the spirit of the Trusts Policies and Procedures, in particular the Policies on Equal Opportunities and Health and Safety and also, within the framework of the Education Act 1996.

ISSUE DATE: 2017

PERSON SPECIFICATION FOR THE POST OF FINANCE OFFICER

Minimum Essential Requirements / Method of Assessment
Skills/Knowledge / (E.g. Interview, Application form, test, assessment, etc.)
Experience of working with financial software packages is essential / Application/references
Experience of working with PS Financials software is desirable / Application/assessment
Experience of working in a supportive role to management. / Application/references
Experience of working in a school or busy office environment and an ability to prioritise work and deal with multiple demands on time. / Application/references
Proven track record of organisational ability / Application/references
Self motivated, enthusiastic and able to work on own initiative when appropriate. / Application/interview/assessment/references
Strong attention to detail and levels of accuracy / Application/interview
An ability to create strong relationships with staff, suppliers and customers / Application/interview
Strong financial skills and experience of accounting processes / Application/interview
Experience/Qualifications/Training etc.
Financial qualifications or experience. AAT, part qualified CIMA/ ACCA / ACA / Application/interview
Good all round education / Application/interview
Excellent IT skills including Word, Excel, PowerPoint / Application
Willingness to undergo further specific training. / Application/interview
Work Related Circumstances
An understanding of and a commitment to the promotion of health and safety in the workplace / Application/interview
Tapton school is committed to safeguarding and promoting the welfare of children and young people and expects all staff to share this commitment / interview
A willingness to work in other schools in the Trust / interview
A willingness to work additional hours on occasion e.g. during training / interview