Strategic Finance Director

2 weeks ago


Birmingham, Birmingham, United Kingdom Cornwallis Elt Ltd Full time

About the Role

We are seeking an experienced and dynamic Trust Finance Manager to join the leadership team of a growing Trust in Birmingham. As a key player in the Trust's non-teaching functions, you will provide strategic leadership across Financial Management, compliance and administration. You will be responsible for developing and enhancing efficient, high-quality systems and processes across the Trust.

Key Responsibilities

  • Provide strategic direction and operational management for the Trust's non-curriculum functions.
  • Support the Director of Finance & Resources (CFO) in promoting a culture of continuous improvement within the Trust and its schools.
  • Lead the central finance function and manage the Trust's financial systems.
  • Offer expert financial advice and support to all schools within the Trust.
  • Develop, implement, and monitor Trust-wide processes for support services, ensuring compliance across all schools.
  • Lead on strategic projects, policy development, and service improvements within the Trust.
  • Represent the Trust in external negotiations regarding contracts, procurement, and funding.

Financial Management & Reporting:

  • Collaborate with the CFO to prepare monthly budgets and long-term financial plans.
  • Manage balance sheet reconciliations, variance analysis, and journal processing.
  • Support operational directors and managers with financial information for grant applications, tenders, and other fundraising initiatives.
  • Oversee income monitoring, ensure funding is received, and handle finance queries from the ESFA.
  • Negotiate and monitor contracts, ensuring the Trust achieves best value on service agreements and capital projects.
  • Produce financial reports and forecasts, including a five-year capital expenditure plan for each school.
  • Maintain up-to-date knowledge of Academy finance issues, statutory and legislative changes.

IT Management:

  • Monitor and report on ICT performance, ensuring regular analysis and improvement of systems.
  • Continually review ICT service provision in line with the Trust's growth strategy.

Line Management:

  • Manage and mentor the Trust Reconciliation Officer, ensuring the team is motivated and effective.

Qualifications & Experience:

  • ACCA/ACA or CIMA qualified with relevant post-qualification experience.
  • Experience within an educational environment is desirable.
  • Proven experience in management reporting, budget management, and financial controls.
  • Ability to work with senior management and operational directors across multiple disciplines.
  • Strong IT skills, including proficiency in Excel (knowledge of Xero for Education is a plus).
  • Demonstrated ability to manage staff and deliver to deadlines.

About Us

Morson Group is a leading recruitment agency that specializes in placing professionals in various industries, including finance and education. We are committed to providing our clients with the best talent in the market, and we are excited to offer this opportunity to a highly motivated finance professional.



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