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

Required Knowledge, Skills, and Abilities