School Finance Officer Fixed Term

Wakefield Grammar School Foundation are seeking to appoint a self-motivated and hardworking School Finance Officer to join our dynamic and supportive Foundation.
Working as part of a small, close knit team you will initially be based within Queen Elizabeth Grammar School and will support the Head of Finance.
The role is a key part of the financial control process and therefore the person is required to act at all times with integrity and in line with agreed protocols and procedures.
The main purpose of the job is:
to be responsible for dealing with all monies relating to the School, including the monitoring budgets, processing of orders, invoices, expenses and billing of sundry items direct to parents, and;
to provide a link between the School and the Central Finance Department at the Governors Office.
The role is Term Time only and the Foundation can offer flexibility around the hours worked, ideally between 22.5 and 30 hours per week, with the days and working pattern to be discussed with the successful applicant. The role is offered on a fixed term basis, initially until August 2026.
For further details and to apply please see the recruitment page on the Wakefield Grammar School Foundation website. Key Responsibilities :
To be responsible for dealing with all monies relating to the School, including the monitoring budgets, processing of orders, invoices, expenses and billing of sundry items direct to parents.
Budgets Monitoring budget spend on a week-by-week basis
Providing reports regarding budget spending for the Head of the Junior School and Heads of
Departments at the Senior School each half term
Review of monthly spend reports against budget, investigate any peculiarities and provide commentary to the Head of Finance
Give general help and advice to staff regarding their budgets and other financial aspects.
Orders & Purchasing Raising orders for school stationery, sundries and equipment in liaison with budget holders
Receiving and distributing goods on delivery and addressing any queries
Liaising with linked organisations such as the Junior school PTA to purchase items and raise invoices, as required.
Accounts & Payments Undertake all duties in accordance with the schools and Foundations internal financial
procedures
Administering the Parent Pay account for collection of monies for school trips and sundries, and posting transactions on the finance system
Submitting monies to Governors Office for payments to the Foundation
Registering, coding and checking of invoices; obtaining approvals from budget holders before passing for processing at Governors Office
Coordinating staff expenses for approval from the Head and submission to the Governors office for payment
Liaising with the Purchase Ledger Administrator at Governors Office for queries as required
Reconciling the schools bank account on receipt of bank statements at the end of each month
Reconciling other balance sheet accounts for prepayment cards, credit cards and others as required
Posting relevant transactions onto the Nominal Ledger on the PASS accounting system to aid the finance month end processes., for example recharges to departments
Maintaining Petty Cash
To work additional hours as required particularly during summer holidays to:
submit year end invoices and balance up bank accounts according to agreed deadlines and check receipts of orders.
Miscellaneous To refer any queries or concerns to the line manager or Head as necessary
Attend relevant staff meetings or other meetings as required
To undertake any training relevant to the post
To be aware of and understand the role that all staff have in relation to the safeguarding of pupils and to comply with policies and procedures relating to
Safeguarding and Child Protection, reporting all concerns to the Designated Safeguarding Lead
To comply with policies and procedures relating to health and safety, security, confidentiality and data protection/GDPR, reporting all concerns to the appropriate person
Contribute to the overall ethos of the School and of Wakefield Grammar School Foundation
Any other duties that may be reasonably required within the scope and grade of the role.
Person Specification
The demands of the post are such that the following qualities are essential unless stated otherwise:
Previous experience of Accounts including cash handling in either an office or school environment.
Familiarity with MS Word, MS Excel, internet, e-mail.
Knowledge of finance systems.
Knowledge of the PASS finance system and Parent Pay would be an advantage. (D)
A high level of personal integrity and trustworthiness.
High level of self-motivation with the ability to work under pressure.
Able to prioritise workload on own initiative to ensure deadlines are met.
Strong numeracy and literacy skills.
Ability to communicate effectively and professionally with staff, students, parents and outside agencies both verbally and in writing.
Demonstrate a flexible and adaptable attitude to working.
An understanding of child protection and safeguarding children.
Willing to undertake first aid training (D)

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