Trust Finance Manager Recruitment Pack

Transcription

1 Trust Finance Manager Recruitment Pack

2 RECRUITMENT PACK CONTENTS Wakefield City Academies Trust Vision and Ethos 3-4 Page Trust Finance Manager - Job Description 5-7 Trust Finance Manager - Person Specification 8-9 Copy of the Advert 10 Two years into its development, WCAT is making a positive difference to the quality of provision and outcomes for pupils within its academies Ofsted 2

3 WAKEFIELD CITY ACADEMIES TRUST VISION AND ETHOS Vision Statement WCAT is a Multi-Academy Sponsor, specialising in the development of academies to outstanding and beyond, which set high standards in every aspect of their work, providing pupils with access to opportunities through outstanding teaching and inspirational leadership. WCAT academies stand proudly at the heart of their communities and community learning, working with all key stakeholders - local authorities, employers and other high performing educational institutions. WCAT is a Trust with a difference that makes a difference What is our Ethos? WCAT is: renowned for its moral purpose and unshakeable belief that all can succeed, whatever their circumstances or background, when given a positive climate of support, encouragement and confidence building, backed by high quality teaching and learning committed to Achieving Excellence through genuine constructive Partnership committed to supporting the development of children, young adults and staff, who are at ease with themselves and each other and are equipped with the knowledge and skills to thrive in the midst of exponential change. WCAT will aim to achieve and maintain high level success through nurturing in all our people: adaptability; passion; an ability to work in partnership and spark each other to be creative and innovative Principles Underlying our Academies WCAT academies refuse to place limitations on any pupil s performance and, as a consequence, pupils become increasingly ambitious and self-motivated learners All WCAT academies are expected to work in partnership and be supportive of each other WCAT has at the heart of its aims as a multi academy Trust a recognition that exceptional academies are built upon the key foundations of: excellent leadership and high standards of professional effectiveness a relentless focus on improvement very high standards of behaviour a constant focus on teaching, learning and innovation risk taking and succession planning working hard and having fun 3

4 WCAT s Core Business, Finance and Governance services have been designed to support the leadership and management of our academies, and are critically important in supporting our aim that every pupil is successful in maximising their true potential WCAT believe that local children should attend local schools and, as a Multi Academy Trust, we are not selective and follow Local Authority admissions criteria, and existing catchment areas WCAT is renowned as an employer of excellence. Providing outstanding professional development and training combined with an extensive range of career development opportunities, every colleague feels valued and appreciated WCAT will support the academy LGB in terms of accountability, transparency and visibility, introducing unique governance technologies that allow members of the LGB (governors) to work in sync with their academy, whatever their location. WCAT believes that all young people, regardless of their background or ability, prosper in outstanding education establishments. 4

5 Job Description & Person Specification Trust Finance Manager 5

6 JOB DESCRIPTION Wakefield City Academies Trust - WCAT is a multi-academy sponsor, specialising in the development of worldclass academies which set high standards and give young people access to opportunities through excellent teaching and inspirational leadership. WCAT academies are at the heart of their communities and community learning, and work with local authorities, employers and high performing educational institutions. JOB TITLE: Trust Finance Manager GRADE/SALARY: Grade 12, SCP 48 actual salary 42,053 JOB PURPOSE: Reporting to the Director of Finance - Primary or Secondary, the key purpose of this role is to oversee the finances of specific academies. The post holder will ensure that all relevant financial information is produced to a high standard and within deadlines and apply best practice and high standards of financial management in accordance with financial regulations to optimise best value and maximise the use of resources in line with WCAT s financial policies and procedures. KEY RESPONSIBILITIES LEADERSHIP Responsible for the management, leadership and mentoring of staff at academies which have been allocated to the position. Provision of financial support to Finance and Business Managers in the academies. OPERATIONS AND CONTROL Production of monthly financial management reports (Income & Expenditure statement including explanation of material variances, Balance Sheet, Cash Flow Statements) in respect of WCAT Primary and Secondary Academies for distribution to the Chief Operating Officer. Timely provision of accurate financial information in reports. Presentation to SLTs and Local Governing Bodies if required by the Chief Operating Officer. Preparation of monthly reconciliations including monthly bank reconciliations in an accurate and timely manner, reporting any banking errors to the Director of Finance. Prepare annual and medium term budgets for the academies in consultation with budget holders, and in accordance with guidance and timeframe established by Director of Finance - Primary or Secondary. Prepare cash flow reports for specific academies. Management of the inter-company balance confirmation process. Preparation of year end accounts for specific academies in accordance with guidelines and timetables (including liaison with Director of Finance - Primary or Secondary and external audit as required). Assist in the preparation of information for and liaison with external agencies (including VAT). 6

7 Assistance in the preparation of the consolidated annual report and financial statements. Ensure appropriate levels of systems and internal controls are in place to safeguard Academy assets. Ensure compliance with WCAT Scheme of Delegation, finance regulations and policies. Ad hoc project work as required including the production and monitoring of financial policies and procedures. As required attend and participate in meetings. Participate in training and other learning activities as required. Other duties agreed from time to time by the post holder with the Director of Finance - Primary or Secondary. The postholder shall be required to work in any of the schools/academies within WCAT. Be aware of, and comply with, policies and procedures relating to child protection, health and security, confidentiality and data protection, reporting all concerns to appropriate person. Ensure the services provided by the finance function are consistent with WCAT s identity and ethos and is of the highest standard. STRATEGIC Work effectively with non-finance staff to improve financial awareness throughout the academies. Develop medium term financial plans in conjunction with the Director of Finance - Primary or Secondary. Contribute to the overall ethos/work/aims of WCAT. Comply with WCAT policies and procedures at all times. To ensure the highest management standards are achieved by ensuring own professional development is effectively progressed. GENERAL DUTIES To act as a professional and positive ambassador for WCAT. To ensure confidentiality of WCAT s activities is maintained in order to protect the integrity of WCAT and its people. To carry out other duties as may reasonably be required from time to time to meet the evolving needs of the Academy. To carry out a share of supervisory duties in accordance with published rotas. Any other duties as deemed appropriate to the post. 7

8 PERSON SPECIFICATION QUALIFICATIONS Essential Desirable Evidenced CCAB qualified with at least 3 years post qualification experience. AF Evidence of personal commitment to continued professional development. AF EXPERIENCE Essential Desirable Evidenced Successful manager with a track record of financial systems and improvements within the financial sector. Demonstrative experience of working across multiple agencies within a complex stakeholder environment. Managerial experience in the financial sector, public or private. Sound knowledge of appropriate financial strategies that underpin a culture of accuracy whilst embracing continual business improvements. A proven record in the management of organisational change within the finance sector. Demonstrate innovation in the seeking of high performance with your assigned teams. A successful track record of working at a senior level in a complex organisation. SKILLS & SPECIAL KNOWLEDGE Essential Desirable Evidenced Strategic foresight, the ability to make decisions, identify and solve problems based on thorough analysis and sound judgement. Strong networking skills, applying these to build high-value relationships with a variety of stakeholders. Able to analyse and use data to establish benchmarks and set challenging targets for improvement. Well-developed written and oral communication skills with the ability to assimilate complicated financial policies, procedures and regulations. Strong organisational skills and the ability to work well under pressure, delegate, plan and manage time effectively. Personal resilience and the ability to maintain staff morale at times of pressure and change. The ability to think out of the box to stimulate innovation and to secure the future success of the organisation along with the ability to develop and prepare financial policies, procedures and regulations. Competent in the introduction of new financial systems whilst demonstrating an ability to develop specifications/contracts for the procurement of services. Possess integrity, personal credibility and gravitas which inspire commitment, enthusiasm and confidence. I/R 8

9 COMPETENCIES Leadership Delivers the Trust vision and values into operational strategy and objectives and establishes a strong culture. Through personal drive and example instil vision and build enthusiasm and commitment to implement well defined strategies. Pursue long-term goals with energy and tenacity, whilst setting the highest standards of integrity. Focus on Outcomes Takes responsibility for achieving specific, challenging objectives within an agreed time scale and budget, and meeting or exceeding required quality standards. Displays the drive, determination and resilience to mobilise people and resources towards achieving results that meet stakeholder needs. Ready to challenge existing ways of thinking/behaving in a persistent search for ways of improving performance. Managing People and Developing Talent Managing in a way that enables people to reach their potential and make the best use of their skills and knowledge in order to meet the Trust aims and objectives in line with its vision. Managing the performance of others to ensure targets and quality standards are achieved and dealing with poor performance effectively. Communication Displays clarity and openness in communication both written and verbal to colleagues and stakeholders. Communicates information in an appropriate and effective manner. Managing Resources Innovatively Critically and continuously examines how to gain optimum value from finite resources. Shows the ability to break out of established ways of thinking in the search for innovative ways of improving performance without dropping essential standards or putting the organisation under undue pressure. Personal Effectiveness Behaves consistently within a corporate context; quickly adapts to varying environments with differing tasks and people. Derives personal satisfaction working within the Trust culture and values. Manages work pressures well, showing both resilience and tenacity. 9

10 Wakefield City Academies Trust Trust Finance Manager - 3 positions Wakefield City Academies Trust - WCAT is a multi-academy sponsor, specialising in the development of world-class academies which set high standards and give young people access to opportunities through excellent teaching and inspirational leadership. WCAT academies are at the heart of their communities and community learning, and work with local authorities, employers and high performing educational institutions. WCAT Finance Sector - Trust Finance Manager WCAT is looking to appoint inspirational and highly motivated Trust Finance Managers to work within our Finance Sector to provide support to our portfolio of Primary and Secondary academies and partner schools. Do you have high career expectations? Would you welcome the opportunity to share your outstanding practice with colleagues across the Trust? Are you committed to working with schools and academies facing challenging circumstances? WCAT can offer: The opportunity to be part of an Outstanding Trust Commitment to Continuous Professional Development This is a permanent, 37 hours per week, full time position within the WCAT Finance Sector, with a requirement to travel to specific WCAT Academies and other sites as necessary. Salary Grade 12 (SCP 48) actual salary 42,053 per annum. The closing date for applications: Friday 20 November 2015 Interviews: To be advised WCAT would be delighted to talk to you about these exciting opportunities. For an application pack please contact Kirstie Whipp on ext 315, jobs@wcatrust.org or download details at Wakefield City Academies Trust is committed to safeguarding and promoting the welfare of children and young people: applicants must be willing to undergo a child protection screening, including checks with the disclosure and barring services and past employers. 10