Finance Support
Assist in the processing and entry of purchase orders and supplier invoices
Support the preparation and administration of the central BACS payment run
Help track and upload credit card receipts and statements from schools
• Ensure financial records are accurately maintained and filed for audit purposes.
Assist with monthly financial routines, including the preparation of month-end packs
School Liaison & Communication
Act as a first point of contact for school finance queries and direct to the appropriate team member where necessary
Support the collation of documentation from schools for audits, month-end, and monitoring purposes
Ensure schools are supported in understanding centralised processes and timelines
System Administration
Use Access Finance software to assist in maintaining accurate financial data and reports
Support the onboarding of new users, including helping schools access and use relevant finance portals
Contribute to the testing and updating of any electronic requisition or workflow systems
Procurement & Compliance
Maintain supplier records, ensuring appropriate documentation (e.g., contracts, insurance) is up-to-date
Assist with gathering quotes and documentation in line with procurement procedures
Help ensure purchase activity complies with trust financial regulations
Training and Development
Participate fully in all training and development activities as part of the apprenticeship programme
Engage in opportunities to shadow and learn from other members of the Finance Team, including exposure to bank reconciliation and monitoring processes
Other duties
Carry out general administrative tasks as required by the Senior Finance Officer or Director of Finance
Support central team meetings, reports, and updates by preparing materials or taking notes if required
Travel occasionally to schools within the trust to support training or audits (mileage reimbursed per trust policy)
Training:
AAT Level 2
Training will take place in the workplace and will be delivered weekly
Training Outcome:
Possibility to continue onto Level 3 whislt working for the organisation
Wider opportunities across education and the public sector generally
Employer Description:CDAT is a multi academy trust established to support primary schools. There are presently 24 schools within the trust. The services provided to schools include legal, human resources, estates, health and safety, and data protection. We also have a school improvement team and a finance team.Working Hours :Monday-Friday, 9.00am to 4.00pm (with 30 minutes lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
