Job Description
They are a friendly team and have a positive, upbeat, happy culture. They pride themselves on being flexible and provide a good work life balance, but in return they want and expect commitment, passion and hard work.
They aim to ensure all client requests are fulfilled; managing all expectations to ensure that they always remain happy with the service that they receive.
As a member of the team you will be expected to present a professional image of yourself and the company at all times. Some days will require home working therefore a high level of self-motivation is required.
You will need a clean driving license and access to a vehicle. You will also need a clean enhanced DBS check which will be initiated by the firm at the time of employment.
The senior consultant role is a vast one and can include;
- training school finance staff on the relevant finance software we use,
- absence cover for Finance Manager / Controller level roles,
- preparation of monthly management accounts,
- management of school budgets and forecasts,
- assisting clients and auditors with the financial statements and year end audit,
- reporting to Senior Management / Trustees
- advising clients on best practice based on the Academies Financial Handbook
They also run a Helpdesk, a hosting platform and have designed various software packages; so, if you like IT as well as finance then you will never be bored with them!
- Keeping your planner up to date at all times; notifying line manager of any gaps
- Ensuring client work is scheduled in the planner accordingly to ensure client deadlines / requirements are met
- Ensuring client work is adequately covered when on annual leave; whether by another consultant, or rearranged to your return
- Being responsible for arranging client work, i.e. equipment needed for training
- Being a professional face of the company at all times
- Taking responsibility for the level of work delivered at all times
- Looking for opportunities to promote 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 (funding requests to line manager)
- Being responsible for the training and development of junior members of the team as required
- Ensuring you are always delivering added value to clients, both on site and via helpdesk / email communication
- Having an input and focus on marketing needs of the company
- Any other duties as required from the directors
- Ensure that all transactions are actioned in line with the client’s financial policies, DfE guidance and within statutory financial regulations.
- Purchase ledger
- Sales ledger
- Bank accounts
- Petty Cash
- Credit cards
- Prepayments and accruals
- Balance sheets
- Payroll
- Income:
- Post all relevant grant income received
- Work with the SEN coordinator for each academy to ensure that all SEN funding is received correctly from each local authority
- Work with the client and the local authority finance teams to ensure that each academy receives the correct allocation of funding