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Trust Finance Manager

Pershore
£31.5k – £36.4k/yr
Posted about 10 hours ago
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Diocese of Worcester MAT

Job Description

Post Title: Trust Finance Manager

Salary: £31,537 - £36,363 (subject to NJC uplift)

Grade: SC6 – SO1 (SCP 18-22 / SCP 23-25), depending on experience

Reporting to: CEO and Chief Finance Officer

Conditions of Service: 37 hours per week, full year


This job description forms part of the contract of employment of the person appointed to this post. It reflects the position at the present time only and may be reviewed in negotiation with the employee in the future. The appointment is subject to the current conditions of employment in the Green Book for Support Staff Pay and Conditions. An annual review of this job description and allocation of particular responsibilities will take place as part of the Appraisal Review.


Main Purposes of the Role

  • Operate within the Central Team.
  • Provide an efficient and effective service in financial administration, working within agreed policies and procedures.
  • Undertaking financial administrative and organisational processes.
  • Acting as an integral part of the Trust Central Team, and as such to make a contribution to the overall aims of the Trust, working within agreed policies and procedures.
  • Accountable for decision-making, short-term planning and dealing with unexpected problems within the Trust office.
  • Responsible for promoting and safeguarding the welfare of children and young people within the Trust.

Key Responsibilities (as Required)

  • Build strong, collaborative working relationships with headteachers / school leadership team, being a key finance contact for assigned schools.
  • Contribute to the planning, development and organisation of the Trust’s finance systems, procedures and policies.
  • Ensure compliance with Trust finance procedures, policies and recommendations, and that all financial business conforms to best value.
  • Alert CEO, CFO to any concerns with Trust school finances or Trust staff not meeting their financial obligations or not working in accordance with the Trusts policy and procedures.
  • Assist in tracking the Trust's financial status and performance to identify areas for potential improvement.
  • Under the guidance of the CFO, ensure timely and accurate preparation and submission of routine finance returns.
  • Be integral to the delivery and completion of both internal and external audit process.
  • Prepare accurate and timely management accounts, providing analysis of forecast variances and working with school leaders to address any issues.
  • Be responsible for the distribution of financial reports, including monthly management accounts, and provide meaningful benchmarking.
  • Preparation of robust annual budgets and 3 year financial plans with headteachers and identifying budgets of concern to the CFO.
  • Work with CFO to ensure financial decisions are aligned with operational development plans.
  • Initial point of contact for finance queries, and to offer support to school based staff.
  • Complete / Review Trust cash book i.e ensure payments are allocated correctly to Supplier accounts, recording income accurately with high level of attention to detail.
  • Review and authorise weekly BACS report in line with Trust procedure. Being responsible for supplier remittances and dealing with Purchase Ledger queries.
  • Complete / Review month end processes in line with Trust procedures i.e Bank Reconciliation, control account reconciliation, closing/opening periods in the Trust finance system.
  • Overview and responsibility for the reconciliation monthly commercial card statements.
  • Produce monthly VAT126 Return for review by CFO.
  • Maintaining and updating of the Trust Fixed asset register and recording of monthly depreciation. Maintaining the Trusts contracts register.
  • Preparation and distribution of monthly salary reconciliation in line with Trust procedure.
  • Assist With Other Admin/finance Tasks As Delegated, When Required.
  • Support with finance function in school in absence of school finance / office staff.
  • Aid in seeking out methods for minimising financial risk to the Trust.
  • Identify efficiencies and areas of potential savings.
  • To establish and maintain strong lines of communication with internal Leadership and external agencies.
  • When required, processing and overview of Purchase Orders, Purchase Invoices, Sales Invoices, Receipts, supplier request forms and Journals.
  • When required, review and input staff Expense claims

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Safeguarding and Promoting the Welfare of Pupils

To be fully aware of and understand the duties and responsibilities arising from the Children’s Act 2004 and Working Together in relation to child protection and safeguarding children and young people. To follow the Child Protection/ Safeguarding procedures adopted by the academy and DoWMAT. Keep appropriate records of concerns, as required.


Other Duties And Responsibilities

  • To contribute to the positive team atmosphere and public image of the Trust.
  • To act professionally and with integrity at all times.
  • To assist with the general care and welfare of all pupils striving to maintain a happy safe environment at all times.
  • To adhere to and maintain school routines and codes of conduct, including confidentiality.
  • To support the aims and ethos of the Trust and schools at all times.
  • To maintain personal and professional development to meet the changing demands of the job, participating in appropriate training activities.
  • To undertake other such duties and training as may be reasonably required and which are consistent with the general level of responsibility of this job.
  • To undertake Health and Safety duties commensurate with the post and / or as detailed in the School Health and Safety Policy.

General

The job description allocates duties and responsibilities. It does not direct the particular amount of time to be spent in carrying them out and no part of it may be so construed. In allocating time to the performance of duties and responsibilities, the post holder will have regard to the needs and priorities of the Trust.

The job description is not a comprehensive definition of the post, and you may be required to undertake such other tasks appropriate to the level of appointment as the CFO / CEO may reasonably require. It may be reviewed annually or earlier if necessary and may be subject to modification or amendment at any time after consultation. You may discuss your job description with the CFO at any arranged time.

DoWMAT is committed to safeguarding and promoting the welfare of children and, as such, requires all staff and volunteers to share this commitment.

The duties described in this job description must be carried out in a manner which promotes equality of opportunity, dignity and due respect for all employees and service users and is consistent with the DoWMAT Equality Policy and Code of Conduct. All employees are expected to be committed to these. DoWMAT academies are a non-smoking environments.

DoWMAT is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff and volunteers to share this commitment. Any offer of employment will be subject to the receipt of a satisfactory DBS Enhanced Disclosure, two positive references, medical clearance and evidence of appropriate qualifications.

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Principal Contacts

All DoWMAT staff, Auditors, Suppliers, Customers


Notes

The Leadership of the Academy Trust reserve the right to alter the content of this job description, after consultation, to reflect changes to the job without altering the level or responsibility. The duties described in this Job Description must be carried out in a manner which promotes equality of opportunity, dignity and due respect for all people and is consistent with the DoWMAT Equality Policy.


Finance Manager - Person Specification

Criteria

Essential

  • Qualifications and Experience:

    • NVQ Level 4 or equivalent in finance or qualified by experience.
    • Experience of financial administration work, including budget control.
    • Qualified or part-qualified (ACCA, CIMA, ACA, CIPFA).
    • Experience in school / academy trust environment.
    • Desire to continue with further CPD.
  • Skills and Knowledge:

    • Excellent communication and interpersonal skills and ability to engage and communicate effectively with a range of stakeholders.
    • Ability to support and respectfully challenge leaders where appropriate.
    • Ability to manage competing priorities.
    • Ability to work proactively, plan and organise workload, to optimise resources and complete targets within agreed timescales.
    • Ability to organise effective and efficient office systems for record keeping, information retrieval and dissemination of data and documentation.
    • ICT competency, in particular the use of excel, including the manipulation of spreadsheets.
    • Experience of working within a centralised function.
    • Experience in using IMP software.
    • Knowledge of education, academies, public / not for profit organisation.
    • Knowledge of the Academies Handbook.
  • Personal Qualities:

    • Personable, shares and listens to information, opinions and ideas, using a range of effective approaches.
    • Organised, able to work independently, and adaptable.
    • Acts with discretion and keeps confidentiality.
    • Able to give supportive challenge to senior leaders and their staff, open to understanding their needs and can respond accordingly.
    • A creative and positive mind-set.
    • Personal strength of character through transparency, integrity and fairness.
    • Resilient attitude with the ability to learn.
    • hard and enjoy being part of the team.
    • Experience of supporting organisational change.
    • Ability to communicate finance to non-finance audiences.
    • Ability to seek and identify improvement to processes.
  • Other:

    • A commitment to uphold and promote equality of opportunity.
    • Demonstrates an understanding of Safeguarding issues relevant to the post.
    • A deep commitment to the vision, values and aims of the Trust.

Desirable


For further information, please contact Becky Dutton, DoWMAT CFO via email in the first instance: finance@dowmat.education.

Please see attachment for person specification.


Closing Date for Applications

Sunday 23rd August 2026

We reserve the right to close this vacancy or interview early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.


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Skills

Financial Administration
Budget Control
Communication
Interpersonal Skills
Planning
Organizing
ICT Competency
Excel
Auditing
Compliance
Problem Solving
Attention to Detail
Team Collaboration
Safeguarding
Record Keeping
Process Improvement

Location

Pershore, England, United Kingdom

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