Finance Assistant Apprenticeship

Duties Include:

• Can maintain the School’s financial procedures and systems in cooperation with the Senior Leadership Team and School Governors, ensuring that both legal and safety requirements are adhered to
• At a strategic level have an excellent understanding of school finance and budget management
• Is keen to work and learn within a growing School Business Management Team.
• Is proactive and has exceptional organisational and time-management skills.
• Has a meticulous attention to detail
• Is committed to high standards and improving achievement for all.
• Is dedicated to providing a highly efficient and effective service to enable high quality teaching and learning for all

Responsibilities

• Support in the preparation of annual and three-year budget plans
• Prepare monthly statements of accounts
• Review the operation of school’s payroll and monitor expenditure against budget
• Knowledgeable with general principles of taxation applicable to the school
• Provide assistance to HT, Finance, Premises and Resources committee on dealing with Financial Matters

• Day to Day Financial School Management – processing & monitoring
• Managing credit card and reconciliation
• Issuing of cheques/Raising orders
• Maintenance and management of school bank account reconciliation of bank reports and statements
• Payroll/payment of salaries – monthly variations/Payroll reports
• Banking

• Good IT, Literacy and Numeracy skills
• Organisational and problem-solving skills
• Verbal communication skills – ability to deal with people in person and on the telephone
• Ability to apply set procedures
• Accurate and thorough approach
• Comfortable working to agreed objectives
• Ability to work without supervision

• Pro-active and able to use own initiative
• Outgoing, confident personality
• Team player
• Highly motivated
• Mature outlook
• Interested in/aptitude for learning new skills/taking on new challenges
• Reliability

GCSE Maths and English at Grade C/4 or Functional Skills Level 2

Full-time role with the academy

Level 3 Assistant Accountant apprenticeship standard, which includes:

• Level 2 Functional Skills in maths and English (if required)
• End-Point Assessment (EPA)

This is an apprenticeship, designed as an entry level role into the accountancy profession, and can lead into a variety of careers with supporting professional qualifications. The role is applicable to a wide range of employers across the sector in both large and small firms and in industry, practice, and public sector.

As such the assessment plan needs to have the flexibility to cater for these different operating models, support structures and commercial requirements. The end-point assessment has 2 components which have been designed to be completed once the apprentice has finished the on-programme learner journey demonstrated in the appendix.

Both components will need to be passed in order for the apprentice to be awarded the apprenticeship.

Apprentices will be expected to complete:

• A synoptic end-test covering the knowledge and skills gained throughout the on-programme stage and detailed in the standard
• A portfolio and reflective discussion which will comprise a range of evidence produced in the workplace to show that the apprentice has met the knowledge, skills and behaviours detailed in the standard
• The reflective discussion will be a structured interview to examine this evidence and the learner journey in more detail
• Apprentices can therefore expect to be assessed through a combination of testing in controlled conditions, evidence produced in the workplace and recorded interview, therefore comprehensively examining the work they have completed