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Financial Administrator

2 months ago

Leatherhead, Surrey, United Kingdom You Recruitment Ltd Full time
{"title": "Financial Officer", "description": "Job Summary

We are seeking a highly skilled Financial Officer to join our team at You Recruitment Ltd. As a key member of our finance department, you will be responsible for handling invoicing, managing fees, and providing financial support to our staff and parents.

Main Responsibilities
  • Assist the Head of Finance in preparing monthly management accounts and schedules.
  • Liaise with statutory auditors to ensure compliance with regulatory requirements.
  • Prepare and distribute monthly budget reports to budget holders, providing ongoing support and guidance.
  • Administer and maintain the billing ledger, ensuring accurate and timely payments.
  • Reconcile pupil information and issue termly bills, ensuring prompt payment receipt.
  • Provide weekly reports to the COO on outstanding fees and lead the collection of outstanding fees.
  • Investigate and respond to parent queries in a timely and professional manner.
  • Prepare fees in advance calculations and issue information to parents as requested.
  • Maintain the fees in advance register, ensuring accurate and up-to-date records.
  • Collaborate with the Admissions team to provide deposit and scholarship payment details.
  • Maintain deposit spreadsheets and reconcile iSAMS and iFinance deposit figures.
  • Reconcile balance sheet control accounts, including debtors, creditors, parental deposits, and payroll/tax balances.
  • Prepare quarterly VAT returns, if applicable.
  • Maintain spreadsheets for bursaries, scholarships, and other fee remissions.
  • Reconcile investment income, card machine takings, and direct debit donation income on a monthly basis.
  • Maintain and update the Fixed Asset Register.
  • Update the trip income and expenditure spreadsheet monthly, including posting of income and expenditure from Evolve and Caxton.
  • Ensure compliance with anti-bribery and corruption legislation, money laundering regulations, and associated KYC and sanctions lists.
Requirements
  • Qualified by experience or an accounting qualification (ACA, ACCA, CIMA, CIPFA, or equivalent).
  • High-level knowledge and use of Microsoft Office and Management Information Systems.
  • Strong analytical and problem-solving skills.
Skills Required
  • Excellent interpersonal skills.
  • Team player with ability to collaborate with individuals and teams across the school.
  • Ability to develop and maintain relationships with parents and staff.
  • Experience working in a charity/school/not-for-profit accounting statutory function.
  • A high degree of personal integrity, being trustworthy and reliable, and able to handle confidential information.