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Essential Requirements

• AAT Level 3 or equivalent
• 2 years experience working in a finance related role
• Strong administrative and organisational skills, with the ability to manage multiple tasks and meet deadlines.
• Good numerical and financial accuracy, with attention to detail when processing financial data.
• Experience using financial systems or databases (e.g. accounting software, invoicing systems, or procurement systems).
• Competent IT skills, particularly in Microsoft Excel, Outlook, and Word.
• Ability to maintain confidentiality and handle sensitive financial and personal information appropriately.
• Strong communication skills, both written and verbal, when dealing with staff, suppliers, and parents.
• Ability to work independently and as part of a team within a busy school environment.
• Good problem-solving skills and the ability to follow financial processes and procedures.
• Experience with administrative processes such as purchasing, invoice processing, or record keeping.

Desirable Requirements

• Experience with accounting systems such as AccountsIQ, Sage, SIMS, or similar finance platforms.
• Understanding of school finance processes, including procurement, budgets, or fee billing.
• Experience liaising with suppliers and managing purchase orders.
• Experience with ISAMs, Parentpay and Barclay Card
• Knowledge of safeguarding and compliance requirements within schools.

Key Responsibilities

Financial Administration

• Process purchase orders and purchase requests in line with approved budgets and school procurement procedures.
• Process supplier invoices accurately and in a timely manner, including goods receipting where required.
• Carry out regular bank reconciliations and investigate discrepancies.
• Support month-end and year-end processes, including reconciliations and the preparation of financial information for the Finance Manager.
• Maintain financial records and documentation in accordance with internal policies and audit requirements.
• Manage petty cash and ensure all claims are processed in line with school procedures.
• Prepare/assist with costings for school trips, educational visits and other chargeable activities, ensuring all costs are accurately calculated and appropriate charges are raised.

Billing and Income Management

• Manage the billing cycles, ensuring fees and charges are raised accurately and on time.
• Support the administration of parent billing and school-related charges through iSAMS and other school systems.
• Administer and maintain ParentPay, including setting up payment items for trips, activities and other chargeable services.
• Monitor outstanding balances and undertake credit control activities, including chasing overdue debt, issuing reminders, agreeing payment plans and escalating aged debt where appropriate.
• Reconcile income received and ensure accurate allocation of payments.

Procurement and Supplier Management

• Act as the first point of contact for supplier queries and maintain positive relationships with external providers.
• Monitor purchase orders, invoices and supplier accounts to ensure timely payment and resolution of discrepancies.
• Ensure purchasing activities are undertaken in accordance with approved budgets and school procurement procedures.

Administrative and Operational Support

• Provide financial and administrative support to the Finance Manager and school leadership teams across the school.
• Liaise with staff, suppliers and parents regarding financial queries in a professional and timely manner.
• Assist with the development and continuous improvement of financial processes and controls.
• Support the preparation of reports and analysis required by school leaders and the central finance team.
• Undertake any other duties appropriate to the grade and nature of the post as requested by the Finance Manager

Pay: £27,000.00-£30,000.00 per year

Work Location: Hybrid remote in Leatherhead KT24 6NS