Finance Officer

Morecambe, ENG, GB, United Kingdom

Job Description

To assist with the financial and administrative function within school, with significant focus on maintaining accurate financial systems, records and procedures for the school. This includes dealing with correspondence or enquiries from staff, parents and pupils, co-ordinating, monitoring and updating financial administration/clerical activities and financial processes.

Finance Administration



Receive and receipt all monies received into school - record on school finance system

Preparation of banking and accurately recording of all deposits in a timely manner ensuring banking is completed weekly

Responsible for, along with another staff member, debt collection of dinner monies, trip payments, peripatetic music lessons and any other financial items raised on the school's finance systems producing reports as required

Setting up of items on ParentPay, producing reports for the SBM and Trip Organiser to ensure effective management of trips

Raising of orders/ processing invoices on the school's accounting system accurately and in a timely manner

Liaising with suppliers and contractors to ensure timely delivery of goods

Raise orders for goods purchased via school credit card, enter into finance system and assist in monthly reconciliation to bank statement

Enter Petty Cash receipts to school finance system and assist in monthly reconciliation to bank statement

Perform routine calculations to produce analysis and reports as requested

Create, send, and follow up on invoices on the schools' finance system as required

Collect and enter data for various financial spreadsheets

Reconcile any discrepancies or errors identified by conversing with employees and/or parents/carers

Manage stocks of supplies and consumables with the finance team

Monitor budgets and report any issues to the SBM

Adhere to the Trust financial policies and procedures

Effective time management to ensure timely completion of all finance tasks.

Lettings



Assist the SBM, Premises Team and Office Manager with the management and facilitation of school lettings

Process and prepare financial statements from the letting's software as required

Manage the lettings diary for the school.

General



Be aware of and support difference and ensure equal opportunities for all

Contribute to the overall ethos/work/aims of the school

Participate in training and other learning activities and performance development as required

Act in a manner which displays the utmost confidentiality and respect of pupil and staff records at all times

To fully participate in the school's support staff appraisal scheme where appropriate.

As part of the school's support staff team the post may also be required to support with general office administrative tasks:



Assist with the smooth running of the office

Receive incoming phone calls/queries from parents and stakeholders

Resolve queries and questions (liaising with relevant members of the school team for assistance as appropriate)

Carry out general financial administrative duties, such as word processing, filing, printing and photocopying

In addition, other duties at no higher a responsibility level may be interchanged with/added to this list at any time.



You are expected to demonstrate a high level of professionalism and confidentiality at all times, be able to work under pressure and meet tight deadlines. They will be proficient at problem-solving and ideally have experience of developing their skills in a working environment

Professional Development



You must be prepared to undertake any training as identified in the professional development interview.

Safer Recruitment



The successful applicant will be subject to Disclosure and Barring Service clearance to ascertain their suitability to work with young people. The Bay Learning Trust is committed to safeguarding and promoting the welfare of children and young people and expects its entire staff to share this commitment. All post-holders will be required to have an Enhanced Disclosure from the Disclosure & Barring Service (DBS).

Job Type: Full-time

Pay: 28,142.00-32,061.00 per year

Benefits:

On-site parking
Work Location: In person

Application deadline: 24/11/2025
Expected start date: 01/01/2026

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Job Detail

  • Job Id
    JD4211553
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Morecambe, ENG, GB, United Kingdom
  • Education
    Not mentioned