Finance Consultant

**Finance Consultant**

**Hours**: 37.5 hours per week
**Weeks**:52 weeks per year
**Salary**:£35,000+ _(depending on experience)_
**Holiday**: 22 days plus bank holidays*
**Start Date**: January 2025

*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.

**About Us**

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.

**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 Manager / Finance Controller 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.

**Person Specification**:

- Being a professional face of EduFin at all times.
- Taking responsibility and accountability for the level of work delivered at all times.
- Have a positive, upbeat, can-do attitude.
- Have a great work ethic.
- Have confidence to deal with clients face to face, even in difficult circumstances.
- Be dedicated on your career development and studies (if relevant).
- Be self-reflective; every day is a School day

**Duties**:
Although the majority of your working day will be on site, fulfilling a role or tasks as set by the client, there are additional responsibilities that this level of role comes with such as;
- Ensuring client work is scheduled in the planner accordingly to ensure client deadlines / requirements are met.
- Ensuing your line manager is aware of any gaps in your diary at least 4 weeks in advance.
- Ensuring client work is adequately covered when on annual leave; whether by another EduFin consultant, or rearranged to your return.
- Being responsible for arranging client work, i.e. equipment needed for training / what location to go to / who to ask for on arrival / etc.
- Looking for opportunities to promote our services such as Helpdesk / Connect / Software / Consultancy (yourself and others).
- Having a presence on LinkedIn on behalf of the company.
- Keeping on top of sector changes to provide the best service possible to clients.
- Keeping up an adequate level of CPD; sourcing your own training opportunities in the areas required to improve your service to clients (requests for funding to line manager).
- Be an effective team leader:

- Being responsible for the training and development of junior members of the team as required.
- Resolving issues with staff members in your team in a timely and conducive manner.
- Conducting appraisals and staff wellbeing check ins as and when required.
- Ensuring you are always delivering added value to clients.
- Any other duties as required from the directors.

**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 actioned and advice given is 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
- Good 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 accounting 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 to debtors promptly.
- Ensure that all invoices are monitored and chased so that prompt payment is received.

**Bank Account**:

- Ensure that the bank accounts are controlled and monitored.
- Ensure that paying in slips/ remittanc