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THE MOUNT KELLY FOUNDATION
Mount Kelly Foundation
Part-time
Financial Controller

Reporting to the Chief Operating Officer (COO), the Financial Controller is responsible for the financial
accounting of Mount Kelly Foundation and its trading subsidiaries.

Purpose of role:

•  Ensure the effective and resilient day to day operation of the Accounts function.
•  Ensure  timely  and  accurate  delivery  of  statutory  accounts  managing  the  monthly  financial
processes, including the purchase and sales ledgers, including school fees and other incomes.

Duties and Responsibilities:

•  Accounts Management Service to Mount Kelly
•  The timely and effective operation of financial processes  to ensure an accurate up to date

system of all business ledgers.

•  To  take  the  lead  role  in  supporting  the  preparation  of  the  termly  invoicing  process  in
conjunction with the Admissions team such that a full review of all data required for invoice
production on the ISAMs system is fully updated and reconciled. Once the invoicing process
is  complete,  to  own  the  nominal  ledger  data  transfer  &  audit  reconciliation  to  the  Sage
Business system.

•  To ensure that all core working cashflow bank accounts are reconciled on a daily basis and a

full month end reconciliation is signed off and records kept of all Bank reconciliations.

•  Working  with  the  COO,  Part  time  Management  Accountant  to  ensure  a  collaborative  and

effective finance team delivering relevant, timely and accurate information.

•  Responsible  for  the  financial  accounting  of  the  Mount  Kelly  Foundation  and  its  trading
subsidiaries. Ensuring that fees and expenses are recorded correctly and in a timely manner.
•  Oversee  Accounts  Payable  and  Accounts  Receivable  functions,  ensuring  ledgers  are
maintained in good order and all transactions are appropriately recorded in a timely manner.

•  Oversee Debtors ledger and support with the recovery of outstanding and overdue fees.
•  Oversee and maintain monthly balance sheet reconciliations, based on ownership of agreed

nominal ledger codes working in conjunction with the Management Accountant.

•  Dealing with Parents, and staff queries regarding fees, deposits and expenses.
•  Working with the Management Accountant to maintain the weekly 13 week rolling cash flow
forecast  and  monthly  cash  flow  forecast  with  a  review  and  projection  against  the  budget
cashflow forecast.

•  Responsibility to ensure the accurate and timely delivery of month end timetable to enable

the management accountant to produce reliable budgets and monthly accounts.

•  To work with the Management accountant on specific balance sheet items such as Fixed Asset

Register, Investments, Operating and Finance Leases, accruals, and prepayments.

In conjunction with the COO to review, update and maintain key financial policies.

•  Preparation and filing of quarterly VAT Returns.
•
•  Take  the  lead  responsibility  for ensuring  the  production of  the  statutory  accounts  and  the
supporting schedules for audit. Including; liaison with auditors and Head’s EA as required and
returns to the Charity Commission and Companies House and Government statistical returns
where relevant to finance.

•  Provide support on ad-hoc projects as reasonably required.
•  Oversee Advanced Fees Scheme and Credit Payment Scheme for parents, along with ensuring

that all full reconciliation of the FIA and Deposits held are maintained.

•  Support with the annual assessment of means tested bursaries.
•  HMRC – dealing with VAT, PAYE and On-line returns.
•  Payroll & Pensions, issuing of P11 d.
•  Work  with  HR,  monthly  review  of  the  outsourced  payroll  reports,  reconciliation  of  bank

payments and input of payroll journals to Sage system.

•  Maintain the security, back up and access rights and general administration and operation of

the Sage Financial Systems

•  Take  the  lead  in  preparation  to  support  and  oversee  the  annual  audit,  liaising  with  and
servicing auditors’ requirements and schedules, working with the Management Accountant
and COO.

Undertake any other duties, which may reasonably be regarded as within the nature of the duties and
responsibilities of the post.

Personal Specification

Skills and
Experience

Essential
•  Experience of working in a finance or accountancy environment
•  Experience of managing and training a finance team
•  Experience of using a Finance system, advanced PC skills, especially Excel and

Word

•  Experience of building strong effective relationships with various

stakeholders.

•  Excellent communication (written and oral), presentation and inter-personal

skills.

•  Ability to work in an environment, with competing priorities and minimal

supervision.

•  Flexible in their approach and is willing to get “hands-on” to ensure jobs get

done for the good of the school.

•  Ability to ensure high quality customer care to key stakeholders.
•  Complete discretion and integrity in all matters.

Desirable
•  Experience of implementing new systems

Personal
Attributes

Qualifications/
Experience
Other
Requirements

•  Track record of process and system improvement
•  Strong interpersonal skills with an ability to work with a wide range of
stakeholders, including parents, governors, teachers and suppliers

Ideally ACA, ACCA or CIMA qualified (as a minimum, part-qualified).

•  Enthusiastic, well-motivated and target orientated
•  Flexible approach to work and management of tight deadlines
•  A high level of attention to detail
•
•  Educated to GCSE or A Level standard
•  Satisfactorily  meeting  the  pre-employment  checks  outlined  for  safer
recruitment practice including Enhanced Disclosure and Barring Service (DBS)
check, references, qualifications and legal entitlement to work in the UK

•  Preferably experience of Sage 200 Accounting System

The Job Description provides a guide to and general description of the duties and responsibilities of
the role and may be amended. It is not exhaustive and the post holder should be willing to undertake
any other related tasks, as may be reasonably required.

The post-holder should be aligned with the school’s values:

COMPASSION
Empathy   Tolerance   Kindness
We treat others with compassion; demonstrating empathy, tolerance and kindness in all that we do

COURAGE
Determination   Resilience   Grit
We act with courage; demonstrating determination, resilience and grit in the face of both opportunity
and challenge and always striving to learn through life’s journey

HUMILITY
Modesty   Gratitude   Selflessness
We behave with humility; we are modest in our success, grateful for our blessings and selfless in the
way that we share them

RESPECT
Courtesy    Service   Consideration
We value and respect every person equally; always seeking to serve those around us and treating all
with courtesy and consideration

COMMITMENT
Dedication    Loyalty    Endurance
We demonstrate commitment to our School and to those around us, making the most of
opportunities available; we are dedicated, loyal and always endure through to the end

INTEGRITY
Honesty   Decency   Morality
We  value  integrity  above  all;  we  are  honest  with  ourselves  and  others,  conducting  our  lives  with
decency whilst striving for the highest moral standards

Mount Kelly is committed to safeguarding and promoting the welfare of children and young people
and expects all staff and volunteers to share this commitment.

The person will be engaged in regulated activity with children and has a duty to protect the welfare of
children.    Child  protection  training  is  a  statutory  requirement  in  order  to  provide  proper  care  to
vulnerable students and be able to implement safe working practices