Finance Consultant

**Finance Consultant**

**Hours**: 37 hours per week
**Weeks**:52 weeks per year
**Salary**:£25,000+ _(depending on experience)_
**Holiday**: 22 days plus bank holidays*
**Start Date**: ASAP

*EduFin is closed for 5 days over the Christmas period, using annual leave for this period is mandatory. After 1 year of service annual entitlement increases to 25 days, after 3 years the entitlement increases further to 28 days.

**Benefits**

At EduFin we pride ourselves on providing excellent benefits for our employees, they include:

- Excellent career progression prospects
- Healthcare plan
- Study package and support where relevant to individual
- Regular training and an encouraging support network
- Pension scheme
- Occasional remote working
- Half yearly team days out
- Opportunity to take part in company charity events.

**About Us**

We are an established consultancy company working in the education finance sector. In our 10th year of trading, we are looking to grow the team once again.

We are a friendly team and have a positive, upbeat, happy culture. We pride ourselves on being flexible for our staff and provide a good work life balance, but in return we want commitment and passion.

We have offices in East Malling, however this role will be based at your home address and will require regular travel to clients’ premises. Mileage will be reimbursed to you at the HMRC rate.

**Person Specification**

Although an Accountancy qualification and/or relevant school or charity experience is desirable, they are not essential. We are strong believers of employing for attitude and training necessary skills.

The majority of our clients use PS Financials software, therefore experience of this would be desirable, however again, not essential.

We pride ourselves on going that extra mile for our clients and want our staff to have that same can-do attitude.

We aim to ensure all client requests are fulfilled; managing all expectations to ensure that they always remain happy with the service that they receive.

As a member of the EduFin team you will be expected to present a professional image of yourself and the company at all times.

Some days will require home working therefore a high level of self-motivation is required.

You will need a clean driving licence and access to a vehicle. You will also need a clean enhanced DBS check; this will be initiated by EduFin at the time of employment.

**The Role**

As an employee with EduFin, you will gain fantastic insight and experience into the education finance sector. The breadth of the support we offer our clients gives great exposure and ensures that there is never a dull day

The finance consultant role is a vast one and can include;
- training school finance staff on the relevant finance software we use,
- absence cover for Senior Finance Officer / Manager level roles,
- preparation of monthly management accounts,
- assistance with school budgets and forecasts,
- assisting clients and auditors with the financial statements and year end audit,
- advising clients on best practice based on the Academies Financial Handbook

We also run a Helpdesk, a hosting platform and have designed various software packages; so, if you like IT as well as finance then you will never be bored with us

**Potential Client Duties**

Some duties that may be expected of you when on site include but are not limited to the following;
**General**

Ensure that all transactions are actioned in line with the client’s financial policies, DfE guidance and within statutory financial regulations.

**Purchase ledger**
- Posting the below documents to the clients accounting software in a timely manner with great accuracy
- Purchase Requisition
- Purchase Orders
- Goods Received Notes
- Purchase Invoices
- Create new suppliers and perform relevant checks
Create BACS/Cheque payment runs
- Ensure that all expenditure is recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
- Receive and check statements from suppliers
- Investigate and action any issues that arise with regards to creditors
- Any other purchase ledger maintenance duties requested by the client

**Sales ledger**
- Raise sales invoices as requested by the client on the system in a timely manner
- Ensure that all income is recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
- Ensure that all requests for sales invoices are processed and sent promptly
- Ensure that all invoices are monitored and chased to ensure prompt payment
- Any other sales ledger maintenance duties requested by the client

**Bank account**:

- Ensure that the bank accounts are controlled and monitored
- Ensure that paying in slips/ remittances are received and processed on the accounting system in a timely manner
- Ensure that the bank accounts are reconciled on a weekly basis and that any outstanding items are dealt with promptly
- Reconcile the bank accounts monthly ensuring that