About the Role:
In this senior-level role, you’ll work alongside our Finance Service Lead and a team of knowledgeable consultants to deliver first-class financial services to schools and multi-academy trusts. From financial planning and reporting to system optimisation and compliance support, your work will empower school leaders to navigate their financial responsibilities with confidence.
You’ll combine strong technical knowledge with outstanding client-facing skills, delivering services both remotely and, occasionally, on-site.
What You’ll Be Doing:
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Preparing and advising on short- to long-term financial plans.
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Delivering expert guidance on budget setting, budget management and reforecasting.
- Preparing Management Accounts, reporting to Local Authorities and submitting statutory returns to the DfE, including Budget Forecast Returns.
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Assisting schools and Trusts with their year-end processes, including liaison with external auditors.
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Training Headteachers, School Business Leaders, and Trust Boards on financial systems and processes.
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Advising on procurement, contract management, and financial risk.
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Conducting independent verification of private fund accounts.
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Building trusted relationships with school stakeholders and SBS colleagues.
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Identifying new opportunities to improve financial operations within the education sector.
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Working with finance systems including PS Financials, Sage, FMS, Access, Arbor Finance, and Xero.
