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

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. Accountancy qualification – ACA or ACCA Qualified preferred. Will consider PQ or QBE. Experience working in the education or charity sector. Knowledge of PS Financials software would be desirable, but would consider other education based software’s. They pride themselves on going that extra mile for their clients and want their staff to have that same can-do attitude.