School Finance Assistant

Rotherwood Education is looking to recruit a Finance Assistant to support a well-established school in Blackburn. This temporary role offers an excellent opportunity to join a busy finance team and provide vital support to the school's day-to-day financial operations.

As an integral part of the Finance team, the Finance Assistant will report to the Assistant Finance Manager and provide effective support across a range of finance duties. The role involves regular collaboration with colleagues, parents, and external organisations to ensure smooth financial processes and clear communication.

Sales Ledger & Credit Control

• Take payments over the phone and accurately record them on the relevant payment tracker (e.g. Streamline).
• Support credit control activities, including chasing overdue accounts.
• Assist with taking payments and following up on outstanding balances.

Purchase Ledger

• Code Purchase Ledger invoices using Dext, ApprovalMax, or Xero.
• Post PL invoices through the ApprovalMax approval process.
• Chase missing invoices and supplier statements.
• Manage supplier queries and assist with supplier reconciliations.
• Check and verify the Purchase Requisition Log.
• Place orders and process online payments for teaching staff.

Expenses & Journals

• Process staff expense claims and trip expenses.
• Assist with posting miscellaneous journals.

Reporting, Trackers & Analysis

• Support the Assistant Finance Manager in updating and maintaining trackers and analysis spreadsheets, including:
• External Hire Tracker
• PE Spend to Date
• Marketing Spend to Date
• Activity Analysis
• Trip Invoice Tracker
• Trips & Activities analysis (including narratives and journals)
• Software & Subscription Tracker
• WA Spend/Budget
• After School Club Register
• Deposit Tracker
• Contribute to overhead cost analysis.
• Support balance sheet reconciliations.
• Collate Westies wages information.

Please note that this list is not exhaustive, and the successful candidate may be required to undertake other reasonable duties in line with the needs of the school.

If this Finance Assistant position is of interest, or you would like further information, please apply now or contact Annette at Rotherwood Education.

This role is being advertised by Rotherwood Education, who are acting as an employment agency.