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Financial Operations Specialist
2 months ago
Job Title: Financial Operations Specialist
Job Summary:
The Financial Operations Specialist will be responsible for providing financial support to the school's operations. This includes managing the school's finances, preparing financial reports, and ensuring compliance with financial regulations.
Main Responsibilities:
- Financial Management: Assist the Head of Finance in the production of monthly management accounts and schedules for the annual statutory audit.
- Financial Reporting: Prepare, distribute, and provide ongoing support of monthly budget reports for budget holders.
- Financial Administration: Administer and maintain the Billing Ledger, including posting of fees and extra charges, the preparation/production of fees invoices, and recording appropriate changes to billing ledger account profiles.
- Financial Reconciliation: Reconcile pupil information to ensure the accuracy of the billing process.
- Financial Collections: Issue termly bills and ensure payments are received on a timely basis.
- Financial Analysis: Provide the COO with weekly reports on outstanding fees and act as a lead in the collection of outstanding fees.
- Financial Customer Service: Investigate and reply to parent queries on a timely basis.
- Financial Partnerships: Primary point of liaison with School Fee Plan regarding new credit requests and other parent account queries.
- Financial Planning: Prepare fees in advance calculations as requested and issue information to parents. Maintain the Fees in Advance register.
- Financial Reporting: Work in partnership with Admissions team, providing them with details of deposits and scholarship payments received.
- Financial Reconciliation: Maintain deposit spreadsheet and reconcile iSAMS and iFinance deposit figures.
- Financial Analysis: Reconcile balance sheet control accounts, including debtors and creditors ledgers, parental deposits, House charity collections, and payroll/tax balances.
- Financial Compliance: Prepare quarterly VAT returns in the event that VAT becomes chargeable on school fees.
- Financial Management: Maintain spreadsheets for bursaries, scholarships, and other fee remissions and ensure all fee remission is appropriately captured on termly bills.
- Financial Analysis: Monthly reconciliation of investment income, card machine takings, and direct debit donation income.
- Financial Management: Maintain and update the Fixed Asset Register.
- Financial Review: Review and advise on the financial element of school trips.
- Financial Management: Manage the School's prepaid Caxton Card account. Ensure Trip Leaders have been issued with a Caxton card with sufficient funds for the trip. Upon return, ensure the card is returned to finance and all receipts have been uploaded to the App or scanned.
- Financial Analysis: Update the trip income and expenditure spreadsheet monthly, including posting of income and expenditure from Evolve and Caxton, to enable accurate review of trip balances and where appropriate arrange for refunds to parents via billing.
- Financial Compliance: Ensure compliance with anti-bribery and corruption legislation, money laundering regulations, and associated KYC and sanctions lists.
Requirements:
- Qualifications: Qualified by experience or an accounting qualification (ACA, ACCA, CIMA, CIPFA, or equivalent)
- Knowledge: High level knowledge and use of Microsoft Office, Management Information Systems
- Skills: Strong analytical and problem-solving skills.
