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Juniper Education

Finance Consultant

Chelmsford
£26.4k – £30.9k/yr
Posted 1 day ago
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Finance Consultant

Welcome to Juniper Education

At Juniper Education, our mission is to champion educators, empowering them to shape future generations. We're more than just a support system; we're the driving force that propels schools and Academy Trusts to new heights. With our proven school education management systems and services, we address a spectrum of needs, ensuring excellence in education.

In the education and tech industry, your work directly influences the lives of students and educators. Whether you're developing cutting-edge educational technology, supporting school leadership teams directly, or designing solutions to enhance the learning experience, you could make a lasting and positive impact on the future.

Our mission statement says it all: We look after you, so that you can look after our children.

Dedicated to our core values, we are committed to:

  • Empowerment: Equipping everyone with the tools, intelligence, connections, and freedom to make informed decisions, recognised and respected by all.
  • Purpose: Supporting everyone to reach their highest potential, thereby enabling all children to achieve theirs.
  • Passion: Because we love what you do, you’re at the heart of everything we do.
  • Innovation: Delivering meaningful solutions with expertise and creative thinking to influence the ever-changing world of education.
  • Collaboration: The cornerstone of our success as it enables us to collectively harness diverse perspectives and strengths, ensuring that together, we achieve more than we could ever do alone. Every voice counts!

The Role

To deliver a professional, customer-facing financial management support service to schools, academies, and Multi-Academy Trusts across the country by remote access and on-site according to geographical location, that enhances their financial management by providing:

  • Remote / on-site consultancy visits to support the customer’s finance function with expertise on financial management tasks as commissioned by the customer with regard to completion, assistance, guidance, checking, training, and reviews. The expertise given will be in accordance with requirements relating to Schools Financial Value Standard, Academies Financial Handbook, and Education Funding Agency updates, Essex Scheme of Financing Schools and Scheme of Delegation or the equivalent for the relevant local authority.
  • Advice Line, to answer financial management queries from school / academy finance staff, Head teachers, and Governors/Trustees.
  • Independent examination/audit of school private fund accounts.
  • Assist/deliver a range of finance training courses

The services given will strictly meet Education Finance Support’s Service Standards and terms and conditions.

What you’ll be doing:

  • Deliver a high-quality finance support service to schools, academies, and Multi-Academy Trusts, ensuring work is completed in line with Department for Education requirements and our service standards.
  • Manage your own portfolio of customers, coordinating visits, responding to requests, and working with senior consultants to ensure cover during busy periods.
  • Support customers with Local Authority and DfE financial returns, budget preparation, forward financial planning, budget monitoring, forecasting, and cash flow management.
  • Prepare clear financial reports for governors and boards of trustees, attend governor meetings where required, and help senior leaders understand financial information and make informed decisions.
  • Provide one-to-one training for school finance staff remotely and on site, troubleshoot financial anomalies, and support year-end accounting procedures, statutory returns, and monthly bursar finance tasks.
  • Process and review financial transactions, including journals, virements, orders, invoices, petty cash, income, and banking, and ensure revenue and capital expenditure is coded in line with Consistent Financial Reporting requirements.
  • Support accounting for school private funds, including independent examination or audit work where required.
  • Contribute to the Advice Line on a rota basis, answering financial management queries from school and academy finance teams, headteachers, governors, and trustees.
  • Assist with delivering the Education Finance Support training programme and share your knowledge with colleagues to support continuous improvement.
  • Keep up to date with changes in education and local government finance, contribute to service and business development, and actively promote Education Finance Support services.
  • Build strong customer relationships, achieve high levels of satisfaction, support repeat and additional subscriptions, and share relevant market insight with Juniper Education colleagues.
  • Carry out financial management reviews, producing professional post-visit reports with clear findings and recommendations for client senior leaders.
  • Manage your diary independently, maintain accurate administration, support business continuity, and take an active role in your own development and performance review process.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Key Attributes:

  • Analytical: Processing complex and diverse information/data in a structured and comprehensive manner. Ability to spot anomalies and patterns in complex data.
  • Problem Solving: Identifies and resolves problems in a timely and appropriate manner; considers alternative solutions; works well independently and in a team, problem-solving environment.
  • Interpersonal: Focuses on solving problems, not blaming. Maintains confidentiality; listens to others without interrupting; remains open to new ideas and tries new things. Negotiates and focuses on a solution. Uses diplomacy and sensitivity in approaching clients at all levels.
  • Oral Communication: Speaks clearly and persuasively in a positive manner in all situations; listens and seeks clarification; responds well to questions; able to convey financial data to non-finance people.
  • Written Communication: Writes clearly and informatively; checks spelling and grammar; presents numerical data effectively; able to read and interpret written information.
  • Project Management: Communicates change and progress; completes tasks/projects in a timely manner.
  • Teamwork: Balances team and individual responsibilities; contributes to a positive team spirit; puts team success first; recognizes contributions and accomplishments of other team members.
  • Quality Management: Looks for ways to improve processes and outcomes; demonstrates accuracy, thoroughness, and consistency.
  • Ethics: Treats people with respect; works with integrity and honesty.
  • Adaptability: Able to adapt to changes in environment and competing demands; self-motivated and able to learn independently.
  • Dependability: Takes responsibility for own actions; commits to work hours necessary to deliver goals; high level of personal organization skills, including admin tasks.
  • Computer Skills: High-level computer skills with extensive knowledge of Excel, Word, and Outlook.

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Essential Qualifications and Experience

  • Accounting qualifications, ACCA, ACA, CIMA, CIPFA, AAT, or similar.
  • And/or CIPFA's Certificate in Financial Reporting for Academies.
  • 5 GCSEs grades A-C including Mathematics and English or equivalent.
  • The following may be considered in lieu of a financial qualification:
    • Certificate in School Business Management (CSBM)
    • Diploma in School Business Management (DSBM)
  • Considerable school’s financial experience at a responsible level.
  • Experience of school and academy financial software including IRIS Financials, FMS6 & SIMS, SAGE, ACCESS, Arbor, Civica, would be an advantage, although training will be provided.

Working Pattern:

  • Hours: 37.5 hours per week (Term Time plus 1 week, 40 weeks per year)
  • Some travel required to client sites; a valid driving license and daily access to a vehicle are essential.

Juniper Education Benefits

  • Enhanced annual leave entitlement
  • Opportunity to purchase additional leave
  • Entitlement to carry over leave to next entitlement year
  • Day 1 access to 24/7 GP & prescription services
  • Day 1 access to rewards platform
  • Cycle to work scheme
  • Enhanced maternity & adoption pay
  • Day 1 access to employee assistance platform
  • Funded development/Qualification opportunities
  • Voluntary health care cash plan
  • Voluntary private medical insurance
  • Plus more!

Please note: We are unable to provide visa sponsorship at this time.

Applications for this role must be submitted by midnight July 15, 2026.

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Skills

Financial Management
Budget Preparation
Financial Reporting
Audit
Cashflow Management
Forecasting
Analytical Thinking
Problem Solving
Interpersonal Communication
Project Management
Quality Management
Excel
Word
Outlook
Client Relationship Management
Training Delivery

Location

Chelmsford, England, United Kingdom

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