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Finance and Technology Professional

4 months ago

Bristol, United Kingdom Willow Tree Steiner Kindergarten Full time

**Finance and Technology Professional Role Profile**

**Finance**
- General bookkeeping
- Invoicing and credit control
- Monitoring bank account
- Monthly, quarterly and annual reporting to HMRC
- Managing all tasks related to child funding including liaising with families to complete FEEE forms and processing FEEE claims
- Setting the annual budget
- Payment and management of insurances for both settings and Company memberships e.g. BAND
- Monthly financial reporting to Trustees
- Managing employee debit cards
- Continually seeking cost savings and economies of scale
- Devising and revising documents and forms related to finance
- Manging the annual Trustee report
- Managing the relationship with the Accountant, Charities Commission and Companies House and submitting annual reports where required
- Keeping bank signatories up to date
- Preparing estimated and actual headcounts for the FEEE and general liaison with the Local Authority

**Payroll**
- Managing and paying the monthly payroll and employee expenses
- Payroll processing for new starters and leavers, maternity
- Gathering monthly data on overtime and absence, reporting issues such as recurrent absence and excessive overtime and expenses to Trustees
- Making payments for Tax and National Insurance
- Input into annual salary review affordability
- Implementing annual salary increases and maintaining Bristol Living Wage accreditation
- Simplifying the payroll process

**Technology**
- Managing Bright Pay software (payroll)
- Data entry for new starters (employees and children)
- Migrating paper forms on to an online platform
- Managing and keeping up to date the website and database
- Managing and keeping up to date online parent groups and employee groups

**General Administration**
- Managing the waiting list process including organising visits and providing consent forms and the parent handbook prior to a child starting at Kindergarten
- Working in conjunction with the Setting Managers offering Kindergarten spaces termly
- Managing the termly session request process
- Attending monthly Trustee meetings and recording minutes
- Attending monthly Management Team meetings
- Attending training where required
- Keeping paper records and in conjunction with other staff safely storing up to date electronic documents
- Disposing of records safely after the prescribed retention period
- Answering parents’ queries
- To carry out all other tasks and responsibilities as may reasonably be expected

**Compliance with statutory requirements**

Regular and timely updating of finance policies and procedures in line with changes to the Early Years Foundation Stage framework and advisories from the Local Authority and the South West Steiner Fellowship.

**Confidentiality**

All members of staff are directed to keep confidential any information concerning other members of staff, school business, families and individual children that they may learn through meetings, children’s records or conversation.

**Person specification for this role**

**Qualifications**
- Book-keeping or Payroll qualification - Desirable
- Enhanced DBS and criminality check - Essential

**Relevant experience - essential**
- Experience working with payroll and payroll systems
- Experience in general book-keeping and reporting
- Interest in technology and improving processes using technology

**Relevant experience - desirable**
- Experience in working in managerial or deputy positions
- Experience working in the Charity or Education sector
- Experience managing a website (wix)
- Experience with transitioning documents to one online platform
- Experience setting budgets and managing spend

**Aptitude, skills and abilities**
- Able to competently manage complex processes and procedures, organised with paperwork and deadlines
- Able to manage time working from home effectively
- Accurate reporting and data management
- Good working knowledge of excel
- Good scheduling skills to support timely submissions of data
- Clear telephone manner when explaining financial concepts
- Able to manage an annual calendar for data submissions to authorities

**Personal attributes**
- Honesty, integrity and accountability for actions
- Good team player
- Genuine interest in Waldorf education and pedagogy
- Openness and willingness to take the organisation to a new level of excellence through effective systems
- Willingness to engage onsite at the kindergarten settings, with staff, children and parents
- Kind and courteous
- Sensitive to families who may be in financial hardship

**Disposition**
- Cheerful and willing to participate fully as part of a team
- Happy to work from home, often alone and without supervision
- Communicative, empathic and kind
- Friendly, confident and professional manner to talk to parents
- Willingness to learn and continuously improve to support emerging buisness needs

**Job Types**: Part-time, Permanent
Part-time hours: 15-20 per week

**Salary**: £22,000.00-£24,000.00 per year

**