Trust Finance Assistant

2 months ago


Warrington, United Kingdom Warrington Borough Council Full time

The Beam Trust

**About us**:
The Beam Education Trust is a Multi-Academy Trusts consisting of 3 primary schools and 1 infant and nursery school in and around the Lymm area of Cheshire. We celebrate individuality and work collaboratively to achieve educational excellence.

**Primary objectives**:
To provide day-to-day support across the Central Finance team, supporting the smooth running of the Beam Trust.

**Primary responsibilities**: Finance

**To input purchase ledger transactions on behalf of schools across the Trust, comprising of**:

- Purchase Orders
- Purchase Invoices
- Sales invoices
- Multipay Card Transactions
- Staff Reimbursements
- Support school-based finance staff as and when required.

**The administration of the wraparound provision at the Schools when required including**:

- Dealing with booking enquiries
- Raising invoices to parents
- Monitoring the Child Care Voucher payments
- Chasing overdue payments
- To record income onto the Trust’s Financial Management System from Parent Pay
- To work with the Trust’s Financial Policy and Procedures Manual ensuring compliance with the Academy Trust Handbook at all times.
- Support the Trust Business Manager and Chief Financial Officer with any other tasks as and when may be required to ensure the smooth running of the Central Finance team
- Support office teams if required.

**Qualifications & Training**:

- GCSE in English & Mathematics (Grade C or above)
- NVQ Level 3 or equivalent
- Further academic qualifications
- Knowledge of a school finance system

**Experience**:

- Able to use finance and software packages
- Experience of processing orders/invoices
- Proficient in using Google Drive, Microsoft Office Word/Excel
- Experience of working in a school office.
- Experience of working in a business

**Skills**:

- Excellent standard of written and spoken English, Maths & ICT
- Good communication and interpersonal skills at all levels
- Creative and proactive use of time both for self and others
- Proven efficiency, accuracy and effectiveness.
- Excellent word processing skills
- Experience in liaising with outside agencies

**Knowledge**:

- Good working knowledge of school office functions
- Attributes Evidence of working effectively as part of a team
- Positive attitude and sense of humour
- Able to represent the school positively, friendly and helpful to all visitors and parents
- Ability to work independently and to a high standard, maintaining confidentiality at all times
- Flexible attitude towards duties and others
- Contribute to wider aspects of school life
- Evidence of self-motivation in career or personal interests

**Equal Opportunities**:
A commitment to policies regarding equal opportunities, special educational needs and multicultural education.

**Key Information**:
22 hrs Term Time +2 weeks (at least one week during summer holidays. Initially 3 days per week. Moving to full time 2024

**Reporting to**: Trust Business Manager

**Location**: Based at Statham Primary School

Some travel may also be required across the Trust’s Schools.

**How to apply**:
The Beam Trust website

Oughtrington Primary School website

Statham Primary School Website

Ravenbank Primary School website

Thelwall Infants School website



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