Trust Finance Assistant (Maternity Cover)
Posted 1 week ago by City of York Council
Negotiable
Undetermined
Undetermined
York, England, United Kingdom
Summary: The Trust Finance Assistant (Maternity Cover) role involves providing professional and compliant financial services to the Trust and its schools, while fostering strong relationships with staff. The position requires processing financial transactions, managing purchasing and sales, and preparing reconciliations. The role also includes supporting the Trust's operations and participating in professional development. This is an opportunity to contribute to a values-driven organization focused on educational excellence.
Key Responsibilities:
- Process financial transactions, including procurement, bank reconciliations, and balance sheet control accounts.
- Support recruitment processes, produce and authorise purchase orders, process supplier invoices, and resolve supplier queries.
- Generate sales invoices for services, monitor payments, and issue reminders.
- Prepare cash and cheque payments, monitor pupil dinner money accounts, and generate debt reports.
- Prepare monthly bank reconciliations, balance sheet reconciliations, and VAT returns.
- Provide reception duties, comply with Trust policies, and undertake additional duties as required.
- Utilise technology for effective leadership and management, maintaining electronic calendars, notes, and project management systems.
- Support the Trust's operation during periods of reduced capacity or emergency, as requested by the CEO/CFO/COO.
Key Skills:
- Experience in financial transactions and accounting.
- Strong organisational and communication skills.
- Ability to build relationships with staff at all levels.
- Proficiency in using technology for financial management.
- Commitment to professional development and training.
Salary (Rate): undetermined
City: York
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
EXTERNAL VACANCY Trust Finance Assistant (Maternity Cover)
Line Management: Chief Financial Officer (CFO)
Purpose
Join our supportive and friendly school services team as a Trust Finance Assistant, providing professional, efficient, and compliant financial services to the Trust and its schools. Build strong working relationships with staff at all levels to support colleagues across the Trust.
Key Responsibilities
- Financial Transactions: Process transactions, including procurement, bank reconciliations, and balance sheet control accounts.
- Purchasing: Support recruitment processes, produce and authorise purchase orders, process supplier invoices, and resolve supplier queries.
- Sales: Generate sales invoices for services, monitor payments, and issue reminders.
- Cash Management: Prepare cash and cheque payments, monitor pupil dinner money accounts, and generate debt reports.
- Accounting and Reconciliations: Prepare monthly bank reconciliations, balance sheet reconciliations, and VAT returns.
- Other Duties: Provide reception duties, comply with Trust policies, and undertake additional duties as required.
Professional Development
We invest in our colleagues, offering tailored professional development to meet individual needs. Commitment to continual professional development and training is essential.
Technology
Utilise technology for effective leadership and management. Maintain electronic calendars, notes, and project management systems. Undertake training in Trust platforms and software.
Additional Duties
Support the Trust's operation during periods of reduced capacity or emergency, as requested by the CEO/CFO/COO.
Why Join Us?
This is an opportunity to contribute meaningfully to the success of a values-driven organisation committed to educational excellence and the wellbeing of its staff, pupils and students. You will work alongside a dedicated CFO and school services team and play a key role in supporting the strategic direction of the Trust.
For further details please see our website www.wlp.education
How To Apply
If you would like to apply for this vacancy, please download a Support Staff application form (see related documents). For any enquiries, please email the Trust People and Culture Team recruitment@wlp.education Completed application forms should be emailed to recruitment@wlp.education We encourage early applications, as we reserve the right to close this vacancy ahead of the advertised deadline should a suitable candidate be identified.
Closing Date: Thursday 4 July 2025 at 12 midnight
City of York Council (CYC) advertise vacancies on behalf of schools, academies and external organisations (third parties). CYC are not responsible for the recruitment and employment practices of these third parties and accept no liability in relation to the vacancy and any subsequent recruitment or employment processes. Enquiries regarding the vacancy or practices should be made directly with the third party.