Job description

Assistant Bursar – Maternity Leave Fixed Term Contract

Role Summary

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

The financial management of the School is delegated to the Bursar who works in close consultation with the Headteacher and
the Chair of the Governors’ Finance Committee. The Assistant Bursar will support this role with the following areas of
responsibility.

Duties and Responsibilities:

Finance and Financial Reporting

Termly production of management accounts, including variance and trend analysis, five-year cash flows and other financial
information. Any additional schedules required by the Bursar, SLT and Governing Board to facilitate strategy development,
forecasting of income, evaluation of financial performance, budgeting and decision making.

Budget and forecast preparation, modelling pupil numbers and fee increases to provide reliable management information for
decision making.

Management of cash resources and monitoring of bank balances and deposit accounts, including weekly preparation of rolling
cash forecast. Identifying appropriate cash utilisation and assisting the Bursar to develop cash flow strategies, including
investments and loans, to meet future requirements.

Be responsible for the collection and banking of payments into the school’s bank account.

Maintain fixed assets register. Post depreciation journals termly as required.

Capital Projects. To advise on financial implications of capital projects and new initiatives and report on the expenditure to date
compared to in year budget. Calculate future project budgets and predicted impact on school cash flow.

The timely preparation and submission of all financial returns required by HMRC (in respect of payroll, corporation tax) and
pension agencies.

Oversee purchase ledger and bank reconciliations, journal and nominal ledger administration, petty cash, banking.

Provide weekly debtor reporting and debt collection summaries to enable timely collection of fees.

Overseeing monthly balance sheet reconciliations (payroll, pensions, PAYE, NIC and auditor's schedules) and month end
journals.

Billing and revenues

Prepare pupils’ termly bills, working closely with colleagues to ensure new pupils, bursaries, scholarships and extras are billed
accurately, and manage the process for the timely collection of all fees and extras, including the operation of the school’s direct
debit scheme.  Oversee the management of pupil deposits.

Liaising and working with the school’s third party debt collection agency as required.

Ensuring that other income streams, such as those from lettings, donations and fund raising are collected, acknowledged and
recorded in the appropriate way.

Preparing submissions to the local authorities to claim Early Years Entitlement.

Assisting staff in assessing the correct costings for school trips and preparing a financial review once completed.

Payroll

Pro-actively carry out payroll reconciliations and journals for payroll (payroll prepared externally).

Prepare annual pay increment schedules, detailing teacher progression through pay scales.

Personal and professional conduct

Maintain high standards of ethics and behaviour, within and outside school, demonstrating positive attitudes, values and
behaviours to develop and sustain effective relationships with the school community, have proper and professional regard for
the ethos, policies and practices of the school, and maintain high standards of attendance and punctuality.  Work in a collegiate
way with the Bursar, Senior Leadership Team and governors of the school.

It is vital to the ethos of the Support Team that the post holder is flexible in taking on additional tasks, willing to offer help to,
and cover for, other members of the Team, and treats co-operation and support for colleagues as a top priority.

Professional development

Participate in the school’s appraisal procedures and training and development in order to improve own practice.

Communication

Being aware of confidential issues linked to home/pupil/school work and to keep confidences as appropriate, communicate
effectively with the whole school community.

Working with colleagues and other relevant professionals

Being aware of and adhering to school policies and procedures, collaborate and work with colleagues and other relevant
professionals within and beyond the school, develop effective professional relationships with colleagues.

Work constructively as part of a team, understanding school roles and responsibilities and your own position within these.
Understanding of the school framework calendar and how that affects workloads.

Be aware of and comply with policies and procedures relating to child protection, health, safety and security, confidentiality and
data protection, reporting all concerns to the Bursar.

Please note that this is illustrative of the general nature and level of responsibility of the role. It is not a comprehensive list of all
tasks that the post holder will carry out. The post holder may be required to do other duties appropriate to the level of the role,
as directed by the Bursar.

Working pattern

Fixed term contract, maternity leave cover, starting November 2025 for handover and induction, with sole responsibility from
February 2026 with an expected end date between November2026 - February 2027. Ideally full time Monday - Friday 09:00 –
17:00 [however flexibility may be offered], full year.

Benefits

Salary:  Competitive, depending on experience.

Holiday:  The holiday entitlement is 5 weeks per year plus public holidays.  It is expected that leave will be taken in school
holidays only

Pension: Support staff pension scheme

Employee Assistance Programme: cover for you and your immediate family members*, 24 hours a day, 7 days a week, 365 days
a year

Person Specification

Could suit a recently qualified accountant seeking to gain valuable experience in the education sector.

Person Specification

Criteria

Qualifications

Essential/
Desirable

Assessed by

Professional accountancy or business qualification with extensive knowledge of
commercial and allied subjects relevant to the management of the day-today
affairs of the school

Educated to A Level standard or appropriate NVQ educational qualification

Essential

Application
Form/Certificates

A minimum of 5 GCSEs (9-5/ A*-C) including Maths and English

Experience and Skills

Experience in providing professional support at Senior level in a School or business
environment

Experience of producing management accounts, budgetary estimates, reports,
cash flow and financial and statistical summaries

Experience of the principles and methods of book-keeping and its adaptation to
various purposes, including the preparation of final accounts
Excellent organisational skills; ability to plan and coordinate activities and
establish priorities in a timely manner

Experience of establishing and maintaining effective working relationships with all
stakeholders

A creative problem-solver who presents solutions

Shows initiative and the capability to follow through quickly and efficiently; the
ability to think ahead and work flexibly without the need for constant direction to
deliver outputs

Essential

Application Form
/Interview/Task

Outstanding attention to detail

Understanding of the importance of confidentiality and discretion, and able to
deal with sensitive and personal information

An excellent command of written English; high level spelling and grammatical skills

Excellent ICT Skills and software knowledge including Microsoft office, database
programmes, managing data input and producing reports

Knowledge and understanding of the principles of data protection legislation

Experience of establishing and maintaining effective working relationships at all
levels

Experience of working calmly under pressure to deadlines, using skills in
diplomacy, patience and tolerance

Experience of using initiative and problem solving skills

Personal Attributes

Professional image, manner and approach

Problem-solver with a ‘can-do’ approach, positive and constructive attitude,
especially when under pressure, dealing with everyone in a professional manner

Able to be adaptable and flexible to be able to respond to regularly changing
requirements with a flexible approach to duties/working hours

Willingness to learn new skills and to attend further courses/training
Other

Essential

Application Form
and Interview

Satisfactorily meeting the School’s employment checks - including Disclosure and
Barring Service (DBS) check, health assessment, references, qualifications and
legal entitlement to work in the UK

Essential

Checks and
clearances