finance manager Swanley, England
Job description
JOB DESCRIPTION
School Name: Parkwoodhall Co-operative Academy, Swanley
Job Title: Finance Manager
Reports To: Director of Resources
Hours
21.5 hours a week
All year round
Parkwood Hall is a residential and day school for pupils aged 8-19 years with moderate to severe learning
difficulties and other complex needs including autism and language difficulties. We are passionate about
creating a culture of wellbeing where all staff and pupils are valued and supported so that we can all ‘grow,
learn and flourish.’
Parkwood Hall aims to provide an outstanding and supportive learning environment which challenges
students to achieve success. The core learning values, which are at the centre of the curriculum, focus upon
developing the student’s resilience and ability to make informed life choices.
Job purpose: To support in the financial management of the academy by overseeing the financial controls
within the school. Providing the Principal, Director of Resources (DOR), Governors and SLT with appropriate
financial information to support decision making. To ensure the financial monthly processes are completed
accurately and in a timely manner. Providing support to the DOR in effectively and efficiently running the
finance function of the Trust. Ensure accounting standards and Trust finance policies are being adhered to.
Line Management: To be accountable to the DOR in all matters relating to the role. To liaise with the
Principal, Senior Leadership Team (SLT) and Governors.
Staff Management: Line management of staff within the finance department, ensuring appropriate
allocation of roles and responsibilities. Setting of objectives for the finance team, supported by regular
reviews.
General responsibilities
• To maintain confidentiality in all aspects of Parkwood Hall Co-operative Academy. The nature of the
- To co-operate with all Parkwood Hall Co-operative Academy staff in maintaining good relationships with
- To ensure the health and safety of self, colleagues, students and visitors and to report any such matters
- To perform any other duties as are within the scope, spirit and purpose of the position as requested by
the Principal or Director of Resources.
Financial responsibilities
- Provide financial leadership and professional financial management for the school in accordance with the
- Provide the DoR with financial information and advice to support decision making.
- Establish a high level of credibility and manage strong working relationships with internal and external
- Ensure the Financial Regulations Policy is sufficient to ensure compliance with relevant regulations and
- Monitor income and expenditure in relation to the budget and produce monthly management accounts
- Manage the annual audit process and liaise with the Trust’s auditors throughout the year, as required.
- Develop and manage the annual budgeting process from initial communication with budget holders to
- Manage departmental budgets, liaising with teaching and support staff budget holders and proactively
- Oversee prepayments, accruals and other monthly journals.
- Monitor and report on potential changes to GAG funding, taxation, financial regulations etc, that may
- Be responsible for the purchase order system on the school’s financial package.
- Monitor the expenditure on capital projects and be actively involved in controlling spend.
- Be responsible for the school’s asset register, ensuring that it is maintained regularly.
- Manage the voluntary fund accounts.
- Payroll overview and support the payroll/pension audits.
Cash Management
• Manage and report on the cashflow position of the Trust.
- Monitor restricted funds as appropriate
- Check all BACs transactions prior to approval by the DoR
- Ensure bank reconciliations are completed accurately on a monthly basis.
- Manage the Trust’s banking relationship.
Billing/Lettings/Credit Control
- Manage the termly billing process.
- Manage the commercial letting of the grounds and liaise with site staff, accordingly.
- Liaise with the local authorities to ensure credit control is effective.
- Regularly report to the DOR regarding the debtor position.
Other responsibilities
- Promote the Trust’s vision and values
- Support the Director of Resources in meeting the trust needs
- Lead, develop and motivate the finance officers
- The duties of this post may vary from time to time without changing the general character of the post or
level of responsibility entailed.
General Information:
Equality of Opportunity
- As a member school staff to take individual and
promoting a working environment free from
discrimination, victimisation, harassment and bullying.
- Ensure the development and progression of equality
fair and equal treatment of all colleagues, children,
parents and visitors.
Confidentiality and Data Protection
- To treat all information acquired through employment,
- To be aware of the school's responsibilities under the
relevance of personal data held on such systems and
ensure that all processes comply with this.
To contribute as an effective and
collaborative member of the School team
- Any other duties as reasonably required by any SLT of
- Participating in the ongoing development,
- Attend regular meetings as required and make a
Child Protection
- Attend regular meetings as required and make a
- To be alert to issues of child protection ensuring that the
Co-operative Academy is promoted and safeguarded
and to report any child protection concerns to the
designated Safeguarding Lead using safeguarding
policies, procedures and practice
- Prevent, identify and minimise risk of interpersonal
vulnerable people, initiating the management of cases
involving actual or potential abuse or violence where
needed
- Be aware of and update colleagues, as appropriate to
practice, e.g. Children’s Act, National Service
Frameworks, Child Protection Procedures, Health and
Safety and Data Protection.
Whilst every effort has been made to explain the main duties and responsibilities of the post, each
individual task undertaken may not be identified.
The school will endeavour to make any necessary reasonable adjustments to the job and the working
environment to enable access to employment opportunities for disabled job applicants or continued
employment for any employee who develops a disabling condition.
This job description is current at the date below but will be reviewed on an annual basis and, following
consultation with you, may be changed to reflect or anticipate changes in the job requirements which are
commensurate with the job title and grade.
